Member Info for Lp160606

Not this again...

MH i assume your business is B2C?

Yes Hopsta,

I do agree that clarity is required.

If that is true, you should be much more understanding of growing pains and winning new logos. And know it is a process.

MH,

It is a world first - they will be receiving global enquiries simply because of the problem it solves.

Not only will it save lives and offer improved protection to the users environment but it satisfies budgetary restrictions within PS.

over the course of a 7 hours shift, DRs/Nurses go through 5/6 disposable masks.. a friend of mine who is a Dr actually said he changes every patient so more like 15/20 masks per day (but that ight be an isolated case)

This mask allows for 1 wear across a 7 hour shift & kills the virus on contact.

It is a win/win - the positioning is perfect, they just need to execute.

'the company have gone completely quiet'

The last positive RNS was 11 days ago. I'm sorry but you clearly do not work in the business end of any company. Ever sold anything B2B or gov agency?

I think it is ridiculous to get the pitchforks out at this point. If we go into the 2nd week of January without any order updates I'll share your frustration - but not now, bloody hell.

Seriously if you have never sold to public sector you shouldn't be allowed an opinion on the speed on contracts being signed as you have zero understanding. There will be layers of sign off, at least 4 or 5 touchpoints & 2/3 decision makers. PPE may even require sign off a C-level now due to the bad press. And the contract will be in the 100s of thousands, at least.

**** me, give them time honestly it is mental - they owe you nothing at this stage - they are 5 people!!

We do not know they have sold the first months allocation, however, their website states Jan delivery for ANY orders now.

They are overcoming manufacturing bottlenecks through alignment with Volz, and no doubt other distis are in talks.

As an investment case, it is simple... google PPE and run through the 15/20 stories that have run this week highlighting the absolute debacle caused with poor purchasing
https://www.google.com/search?q=PPE&rlz=1C1CHBF_en-GBGB910GB910&sxsrf=ALeKk03J5uj_IDAfE1t9Ki45VquBOrZaNg:1606298167650&source=lnms&tbm=nws&sa=X&ved=2ahUKEwiFqL79tp3tAhXOQEEAHWlJCg4Q_AUoAXoECAQQAw&biw=1422&bih=642

PPE has been a poisoned chalice, which makes me think we will certainly shine through - but time & patience required. I know the NHS Trusts have set up Covid task forces, within those sit PPE sign off teams... there is an extra layer of protection between these at present for obvious reasons... there will be more due diligence done now when purchasing and i think it will simply take longer to secure the big UK orders... Germany and Slovak via Volz however i think could happen in December.

Sorry i have bleated on there but just my thoughts.

That's real interesting. Hell of a spot that.

Certainly possible..

Thanks for reposting that.

In excess of 100m?

Please reign in your expectations. This is a medium term hold to true value.

NHS deals will come but it won't be until Q1 (IMO) simply because of the bureaucracy of selling into NHS & Public Sector. And business is not done overnight.

Personally think a Slovak/German deal might come first, given that Volz already hold contracts for mask with these authorities.

P2F have 5 employees. They need to mimic NCYT approach in my view - pure outward aggression.

Cardan,

I sincerely hope you have a career in writing radio jingles. You would make a killing.

What's the volume of it?

Unsure as to why you are attempting to make this positive/negative, I simply view it as misleading and unnecessary at 7am.

Highly unlikely in the short term. Possible within 6-12 months IMO

Good move mate - please do report back.

Would be shocked if it is tbh.

Don't be so naive. Ok so he does energy what the hell has that got to do with being competent in reselling our masks.

Honestly i don't mean to be rude but think about it.

Engaged because it isn't a properly connected number. Seen this **** before with another company invested in.

Chancers, i am sure of it.

Have you called?

Appears to be an opportunistic play by the creator... Still has the wordpress logo in the web address so they've not even purchased a premium account.

Bull****.

oh sorry i hadn't clicked on their link... £14.99.. they must be reselling, yes

10k for 10,000

LOL