Member Info for mike33

Just watched this again to cheer me up.
Rogue trader - from 2 weeks or so ago?

Watch "STOCK ANALYSIS - Rockhopper Exploration" on YouTube

https://youtu.be/9VY9Yh-qfRE

Hi Vascular, I've left my notes at work, and I'll check when I'm back in, I tried doing some digging on the other new OEM product launched Naeom**? with no luck, there's been 2 in the last few months GE and I think Siemens, Kromek s big contract 58 mil being with I think GE, but might have got it the wrong way round. I've tried to read up on the general global market for CZT but there's not much going, an Israeli CZT manuf got bought out 8 ? years ago to. Cannons take out of the Canadian company just being the most recent

the 2 recent Bio related patent/IPO application's i came across today -

https://www.ipo.gov.uk/patent/p-journal/p-pj?startYear=2021&startMonth=January&startDay=27th+-+6871&endYear=2022&endMonth=January&endDay=19th+-+6922&filter=kromek&perPage=10&sort=Publication+Date

My notes on yesterdays Zoom call -

"There were only 17 on the zoom results presentation supprisingly, Paul delivered the financials for the first 30 mins and mentioned a £1 mil product shipment was defeated due to components supply iussues, and was expecting this to be due now March I believe.
He also said after investment in equipment Kromek were now in a position of having 'excess' CZT production capacity.
Arnab followed on with an explanation of how the buss. was now going to be thought of in 2 sectectors.....CZT based imaging etc and CBRN detection...this is very relevant as others have said. For me this also was very telling, 2 OEMs have launched new CZT based SPEC &CT 'starGuide and Naeom..?
after much development (58 mil contract being GE) as now Kromek are the only independent CZT global manuf. (others have in house supply-?) there are 12 manuf at various stages in developing products that need CZT, Arnab said ' it would be fair to say some are a bit nervous re supply.
Then the hand held D3/D5 market was talked thro' and with the many tenders coming in it sounds promising...best in class etc. Then the Bio detection was addressed - it's been very busy, IP Patents submitted (2 I've found today) Portion Down mentioned, the full KAPSCAN AT has to be valadated, and PD are the only options, my thinking, the trails which have been light on news was mentioned, with (new to me) Dental Hospital and Rail carriages along with air travel .. so make of that what you will, Arnab went on to say an Advisor had been appointed/engaged to explore all options 'joint ventures' to bring the Bio product to market asp. He noted that the potential market was huge, with Viruses, food security, crop protection, new building regs and waste water spec coming in.
Also said they were very interested in the US Bio watch replacement situation.
I'm sure I missed a few things, a lot to take in, but there's very likely to be some positive news in the coming months."

Directors talk interviews...it was before law blocked it .

Comprehensive review after yesterday's presentation..... apologies if posted before..
I watched the results yesterday and took some notes, most of what was said has been reported here but, there was a few things said esp the last questions that were interesting, I'll post them latter

https://www.***************************/kromek-group-on-track-to-deliver-significant-revenue-growth-for-full-year/4121044609

Good read, and to push the point...today...

"New COVID-19 variant discovered in France, suspected to be more contagious than Omicron"

"The genomes were retrieved using next-generation sequencing with Oxford Nanopore Technologies on GridION devices. The new variant is named the “IHU”, and as per preliminary searches, it is even more dangerous."

https://wicnews.com/world/europe/new-covid-19-variant-discovered-in-france-suspected-to-be-contagious-than-omicron-113139765/

The UAE press article a month ago mentioned middle East apports showing interest, the first wiff of an order for KAPSCAN will do wonders for the share price, after this lull in news.

https://www.thenationalnews.com/world/uk-news/2021/12/04/virus-detecting-machine-could-prove-to-be-pandemic-game-changer/

"Some Middle East airports that handle millions of passengers are understood to be among a number of locations interested in the device."

“If you're doing a routine airport screening and a person flies and they've got mutations in areas of concern, say X, Y and Z on the spike protein, the authorities can say, ‘OK, we've never seen this one before, but on paper this is very likely to be problematic, so let's stop the person and quarantine them’,” said Prof Rohn, of University College London.

-Posted on the other side by 'talk 2 tony'
the bottom line is if the US decide they want KAPSCAN with its unique UK pathogen RNA/DNA sequencing tech and give it the thumbs up after test and trails in the states Kromek will be transformed from a university spin out to a serious Detection and Global security company and one to tuck away in the pension pot. and I'm sure Skid with his pessimistic accountancy hat on will be the first to take a big bite out of it...

"KAPSCAN Trademark"
Trademark Overview
On Monday, December 13, 2021, a trademark application was filed for KAPSCAN with the United States Patent and Trademark Office. The USPTO has given the KAPSCAN trademark a serial number of 97168993. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, December 16, 2021. This trademark is owned by Kromek Limited. The KAPSCAN trademark is filed in the Computer & Software Products & Electrical & Scientific Products and Computer & Software Services & Scientific Services categories with the following description:

Pathogen detection devices; pathogen scanners

Clinical trials; clinical research; biological research; air quality monitoring services to identify pathogens

"Fresh air for Falklands' oil industry: Navitas to become operator with Rockhopper, and Harbour exits "— MercoPress

https://en.mercopress.com/2021/12/09/fresh-air-for-falklands-oil-industry-navitas-to-become-operator-with-rockhopper-and-harbour-exits

Kromek Gets $1.6 Mln US Contract for Radiation Detectors - MarketWatch

https://www.marketwatch.com/story/kromek-gets-1-6-mln-us-contract-for-radiation-detectors-271632381497

First Exhibition -
Kromek displays new Bio threat detection system

14 - 17 SEPTEMBER 2021

EXCEL - LONDON

"KROMEK GROUP
Stand: H2-429 | CBRN Equipment & Services | Explosive Detection Devices | Handhelds | Manufacturing"

DSEI 2021 will put integration in the spotlight as the UK Ministry of Defence and the British Army, Royal Navy, Royal Air Force and UK Strategic Command work to develop and maintain organic integration at all levels and across all domains.

As British forces modernise to meet the demands of the information age, they do so with the understanding that success on the future battlefield requires integration across land, sea, air, cyber and space. Under the theme of ‘Integrated Response to Future Threats’ DSEI 2021 will be shaped to support this strategic shift with input from industry, academia, international partners and delegates.

Kromek Group - DSEI 2021 - Powering Progress, Defining Your Future

"We have a range of handheld and wearable devices. Our flagship product, D5 RIID is the world’s smallest, lightest and safest RIID, which we will be demonstrating at the show. We will also be showcasing our Bio Threat Detection System, which also detects the Covid-19 virus."

https://www.dsei.co.uk/exhibitors/kromek-group

https://youtu.be/8KtdVnKXAug

And the spread of pathogens such as Covid 19

Watch "Breakthrough: Human and animal DNA can now be plucked out of the air" on YouTube

It scares me some what the lofty valuations placed on some US stocks and can't help thinking normal service will be resumed at some time...with some pain for all.
If Kmk ever floated in the US it would surely get a completely different valuation for sure. Whether that was justified or not would be an interesting conversation. as the 'new young breed of risk happy day traders that seem to drive the markets over there wouldn't be interested to much in the old fashioned fundamentals. Or do any real research on the technology.
GW Pharmacicals - did very well after its US flotation and well before the relaxation in medical cannabis was really underway I remember.
Maybe one day that option might happen here..who knows..

Ha that's me...I thought that's was the American spelling of it... Engineer s can't spell..

Missed the link off
https://gtr.ukri.org/projects?ref=BB%2FR022445%2F1

Not exactly the one I was looking for but says it all really..Earlham are a key part of this tech and the special software tools that they have developed.
They had an 'airborne' project running Airseq'

'Sequencing technology is a collection of great British success stories, e.g., Fred Sanger won his second Nobel Prize in Chemistry in 1980 for developing methods to determine DNA sequences and the Sanger Institute (named in his honour) determined much of the sequence of the human genome using the very dideoxy chemistry he invented. Fellow Cambridge scientists Shankar Balasubramanian, and David Klenerman, developed the sequencing-by-synthesis (SBS) technology (funded by a BBSRC grant) that underpins the Illumina sequencers which currently dominate the market. Similarly Oxford Nanopore Technologies are now pioneering a new type of sequencing which could democratise genetic and genomic analysis to any life science laboratory. Provision of easy to use analysis will contribute towards the uptake of this exciting (British) technology.'

Hi Viable there was a page on Kmks partners site Earlham Institute which talked about the original crop airborne project they started and the special software and alograthisms they developed to work with the same sequencing platform Kmk are using, there was also a Bio job posting by Kmk looking for a software developer and it mentioned development of alograthisms.i thought I had the link saved but can't find it at the mo. the job was posted here tho - under Kromek hiring ?
I'll post the link later

Schreiber, I had a think about 2 different products a while ago and again after Arnab mentioned the mobile vehicle DARPA design. On the last full Equity Development article there were lots of pics of other models in work a smaller portable unit and a wall / ventallation unit.
The sequencing platform is basically the same for all pathogens/viruses/Bacteria s as far as can understand. The software and alograthisms initially worked on by Earlham identify it after processing with 'Lab on a chip' from memory.
I've asummed the airport models would be software updated at a latter time to be same spec as DARPA s. There's as you earlier said I think more than one or two markets for this tech.
Earlham working on airborne virus/bacterial threat to crop and general food security. Plus there live stock airborne desease detection which is an ongoing threat and headache for farmers.
It's encouraging to hear about manufacturing partnerships being talked about and now the Mod and maybe full on testing in UK at Porton Down for the really nasty stuff line Anthrax.
Lots to get your head around here.