Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Something people learn quickly, who have been trading more than a week. Never trade in the first and last 15 minutes.
Just to remind people. Our machine will be pumping out £5m a month (before discounts). In addition to those made in Germany, which could far exceed £5m.
I'd say air conditioning should be their main focus in the future. That's a few hundred million right there. Planes, hotels, hospitals etc
Exactly. Personally I don't really care what others do, but I for one have no plans at all to sell until they actually roll this out and we are around 10p minimum. Averaging 3.25p
Lets say they discount it 50% to NHS. Then of that we get 50% margin. 60m a year, discounted to 30m, 15m profit. Add in all the masks the german firm will sell. Lets call it a round £20m.
A very basic p/e of x5 is £100m. This is all *very * bottom level cautious estimations
Then you can scale in ontop the fact they will almost certainly buy another machine for Nottingham.
So a mcap 100m plus is easily achieved. Ignoring anything else they sell that isn't mask related.
For perspective ncyt is around 14 x pe multiple.
Which on a like for like would value this at 280m using my example
Lack of government support?
Lets find out who is buying the 4m a month they seem to have sold in days before talking about government support.
Considering there are other antiviral masks out there, the nhs must be extremely reassured about the quality testing of this. Are they actually dealing with anyone else? Purely for antiviral (as opposed to surgical)
You are not wrong, but in the meantime this company can make a fortune. Obviously further down the line they sell off the mask part.
I've not seen discussions of this yet.
What will rms do with all the profit? Thoughts?
"Vaccine arrives in spring for the majority"??? Really, not with the slow rollout of production. Summer next year for the majority is my guess. With this mask becoming the defacto medical standard for years to come.
Explain how ncyt got to 1bn mcap on testing then, and stil holding value.
People would face to be blind if they don't see this is easily going well past 10p. 15p likely, 20p possible. 30p distant possible. 30p plus very likely imo.
Yes, this is worth over £100m. On my basic calcs this was worth 15p minimum on one machine. Probably nearer 30p now
Talk of £1 is beyond crazy. Thats over 1.5bn mcap. Even on a 10x pe multiple that's an insane number of masks. Probably something like 20 times our current production capacity
Remember as well, these masks catch the virus particles on exhale and inhale. Which is better than probably 90% of masks the public are wearing.
Pretty sure at least half of those rubbishing this share will be buying st some point in the next week...
As others have said, I'm anticipating an Rns to say all 5m have been forward sold, and that they have purchased at least 1 additional machine *before* early December. Strike whilst the iron is hot!
So as a fact check bare minimum we know this is making an additional £1m per month revenue for the next year starting in early December.
With capacity for an additional £4m per month before any further large costs incurred.
I find it strange that trevor is posting FDA approval from october 29th today?
Guess he thinks its worth getting the news out?
I'm confused, he's tweeted about fda success, why no RNS?
It wont have a worldwide patent, because we are not the only ones selling this. But we are the only ones selling in disposable format afaik.