Member Info for mike33

AQc888,

I thought you were saying Peel Hunt last wend?

Maybe it was before you invested here but for a very long time Kmks Advn was a sad place to visit.
Chimmers was a plague on it, I'd hate it if it ever returned to those lows again.
I've had a lot of time on my hands and the research on Kmk was not there. Most new posters just join in....no research no reading up...I'm just a PI who's in the past worked on design of some special purpose machines.
One which looked very similar to the trails one but half as big again which we had to design to Design to cost (DFC) circa £40k and DFM. Design for manufacture.
Worked for many a design manager and CeO, you get a feel when things are good and no so good.
Kmk you'll be pleased to here are one of the better ones and I can see the growing confidence in Arnabs presentations.
You're right in the sense it might not perform exactly perfectly at this version, but it will be software and alograthisms issues to resolve.
Just a guess, but the core design is there.
Have you looked at the RNA platform tech?

Hi AQC,
I did once work on an engine design job in a small office With 6 South Korean's and 6 Brits they were over on secondment, from thier plant, bit of a a laugh they were .

I can't help being a sticker for keeping s things a bit 'factual 'esp when I see slips of the pen winding up so many here and across the way.
You got upset because you truly believed the trails had started in Jan. after someone here had accidentally said they had...I can remember trying to correct them but they repeated it 2 days latter.
I cant speak about the years since Kmks start but since I've started researching the Bio tech I've been impressed and listening very carefully to see if things all add up.
You call 'Contracts' Grants...grants are freely given -DARPAs £13 contracts aren't freely given.
-Peel Hunt aren't covering Kmk. Or said 500 mkt
- the results NHS in the pipelines isn't a Binary
It's just part of the development process - important but not as you exaggerate the whole credibility of Kmk. (even Skid said so)

Don't get offended if someone points these out.
ST mentioned Kmks recent highs of 28p...a simple slip of the pen.
Arnabs 'coming days' was just a slip of the tongue.
There's going to be lots of news coming here soon I think ..a lot very positive.

Schreiber if you're a Scientist I'm a Korean!
Ok I'll believe you...I'm sure we all will..
It's interesting to read your thoughts on the primary filtration that Kromek has just mentioned in the last interviews it might be multi chamber cyclone tech? , the tech doesn't get much coverage here, everyone bashing the management constantly, but you have to ask yourself would the US department of homeland security buy this type of high tech equipment from a double glazing salesman?
I don't think so somehow, and the size of the contracts are substantial.
About the Covid + all varients units being trailed at present and your 'un-scientific' dismisal of them, they are being configured by design to be able to detect existing and all varients and eventually 'unknown' ones to warn at ports/airports of any mutations arriving.
As each varient is lab sequenced on discovery it's code is added to the data base for recognition.
The unknown ones are Noticed' and flagged up by being seen as of similar gene set? Not the wording used by Kromek but my understanding.
But that's in development for a future unit.
So its not just a one shot unit as you surmise.

Aqc888 you say -
"But Kromeks future is going to be all about this binary result of the bio pathogen detector. It will work. Or it won’t work."

I don't know where to start to try to explain it to you. No it's not......really ..

It's late but- it's gone thro' the proof of concept
stage many many months ago, the RNA sequencing platform they are utilising is a world leading product being sold globally to great acclaim...it obviously WORKs...
Each sub system in the design works...in lab trails which DARPA will have seen.before they gave Kromek the 3rd ..3rd... Contact to refine the Software/Alograthism s/ Networking software etc etc..
Would DARPA and the Mod and UK inovate all be
as nieve as to not have sight of the preliminary results and prior knowledge of the RNA sequencing techs capabilities.
It has a false neg...of 1/800,000. there are other engineering and software elements that will no doubt as USUAL in prototypes have work required. And other refinements.
It's just the steps Product go thro for certification ready for pre production mods .
I know it's not your area but if you think at this stage Kromek DARPA, Mod and the NHS lab are all wasting your time..you should think of investing somewhere else you can understand better.

Plus -
'The very first bit of digging I did last November was to figure out which unique UK RNA/DNA sequencing platform Kromek are using...that's the main reason I invested here as its vastly superior to any other platforms which are clumbersome lab based tech.

It's never talked about here so I don't bother mentioning it anymore, plus it's
Commercially sensitive hence Kromek never name them.
All any other competitors will be hard pushed to match it. No other platforms to my knowledge are near in Cost -first, Realtime -2nd Accuracy -3rd Size -4th
If they try to use the same UK platform they're 2 years + behind Kromek and maybe they wouldn't deal with them anyway......who knows'

On Advn..I meant to say-

On a quiet Monday,
There were a few of us having a chat about the possible competition Kromek might have , and it was mentioned.....if Kromek get 20% of the market share etc WHO are the other 80%...as there are at present no known company s close to Kromek's position in the development...and was asked to post it again here....

"in Nov last year DARPA and the US Defense Department put out a solicitation to all US tech companies to attempt.....Again...
to develop a 'lab in a Box' fully automatic multi Patho/Virus/Bacteria Airborne system.
Under the SenSARS project, I've read since then that some companies that meet certain very strict requirements were elegble to be awarded 500k US grants with another 500k on milestones being meet.

This against Kromek's is it 13 million now?

They are very keen to get this technology up and running and the tech hasn't been there up to recently to achieve their goals.
So any Bio Covid virus other detection units that I'm sure we will read about in the future have to be 'lab in a box' Gold standard PCR+ they already use/have filter collect- send to lab set ups now.

Kromek are miles ahead in their development and have met all DARPAS milestones so far....the others if they do appear are at early prof of concept stage I would imagine.

So its probably prudent for any serious analyst to assume Kromek could have competition in a couple of years?

But the 20% share of the market for Bio units and the 500mil dollar (Paul hill ) global market are just estimates and could be much higher.

If you read any of the Biowatch US news they talk of multi year contracts of multi billion dollar sizes to role out this bio protection across US cites.

Developments in Gene sequencing is not standing still...the UK tech that Kromek are using(my assumption) for example has been vastly improved performance / sensitivity & time wise since the start of Kromek's project.
As you might have noticed the detection times mentioned by Kromek are now down to 30 mins or less.

There appears to be many overlapping US military/gov/security requirements and 'wants' that it's only a matter of time untill we hear of a Kromek prototype unit being shipped to the US for field trails there.

htgps://www.militaryaerospace.com/sensors/article/14186667/sensors-airborne-pathogens-covid19

'The SenSARS project aims to identify SARS-CoV-2 signatures suitable for rapid indoor air monitoring and develop a TRL-4 prototype sensor.

'ARLINGTON, Va. – U.S. military researchers are asking industry to develop technologies for sensors able to detect low concentrations if airborne viruses in room-size spaces within seconds to minutes to help detect the presence of pathogens like the COVID-19 coronavirus and prevent its spread'

Everyone sees the company and it's future prospects from thier own perspective, career knowledge and previous investment etc.
If we were all honest Kromek s tech is probably not on many peoples level of understanding it's not been mine for sure.
But it's been interesting finding out about RNA/DNA sequencing and Cancer screening and Dirt bomb detection and where the markets are.
What's obvious at least to me is the valuation of Kromek doesn't reflect in anyway the market opportunities they are targeting.
Just the adoption of Bio detectors and maintenance contracts for a partial US city metro line would push Kromek's valuation multiples of today's figure.
To my mind the management are passionate and committed and present the company extremely well. And are as mentioned beefed up with the recent changes.
What's frustrating for some here is the years it's taken to get to being a serious investment proposition.
It's here now I believe.

Hi Promethium, I just been doing that as you were typing. I've always been half thinking Kromek could easily be another Avon Rubber (Avon)
I worked for them once and considered investing when the started getting orders for Thier Bio/Chemical Military Resparators....I didn't and have always regretted it.
They made the rubber parts for milking cows at first then coolant hoses...but when the US military decided they like'd the masks the orders flooded in.
They are almost exactly 10x Kromeks valuation at £24 per share today down from highs over £40 on sales £150 m rev and 15% profits, but had a bad last 2 years. It's never easy to compare company's but they invested in US sites and had many years of stagnation.
Now almost every US marine, sailor and infantryman has Thier masks and rely on Bio/Chem trigger sensors to warn them when to mask up. The Military have stated they want detectors like Kromek's so they will know exactly what the troops have been exposed to and be able to administer the correct anitodes immediately.
All Kromek's products have £100 mil pa potential sales.

Hi Skid, did you see the news that Derek Bulmer
has started his new position.

Maybe he wasn't so negledgent as you believed, maybe his only crime was to take a Chinaman at his word.

And the whole world knows now to its cost you daren't.

Tekmar hires former Kromek CFO; Redx chair departs(Alliance News) -
Tekmar Group PLC - provider of technology and services for offshore energy markets - Hires Derek Bulmer as new chief financial officer. Sue Hurst, the current CFO, steps down from the role on Tuesday but will remain on the board for a transition period.

Sorry Skid if my reply earlier seemed a bit harsh.
I don't see the issues you have focused on as being the story here...but that's the difference between designers and the reserved accountant.
And you have banged on remorselessly about the China incident. (It's not a dead duck yet we were told this morning)
There are many many people who feel as myself that China the CCP has shafted the world with Covid, their behaviour, denials, data destruction and to this day refusal to allow or help with a full investigation into the origins of this to help prevent another one are to my mind criminal in the extreme, as is Thier treatment of Australia for just asking for an investigation.
If Kromek do indeed lose the monies related to the dealings with China I feel it will be a lesson learnt as nothing the CCP do or say can be taken at face value.

.

Skid I duno what to say ...it was only your enduring endless positively that kept us all hanging on....ha..

It crossed my mind many times reading your views formed by your accountants negative thinking that if you'd ever been James Dysons account when he was sweating away developing his bag less cyclone pro-types you would have advised him he was wasting his time..stick to wheel barrows and don't open that new plant "it's all to risky"
Thank the lord Accounts don't influence the real designers and engineering indicators of the world
We still be on horse and carts.

Oh dear - you've mentioned it twice now in your first 3 posts ...look we don't mention the war Hier Schreiber!
It sometimes upsets our sensitive Euro trading partners.

Not really to smart either to under estimate our excellent British Innovation', and Engineering I think.

Noticed that youve only posted since a certain little game of footie had an unexpected top result.

Sour Grapes comes to mind...
Not heard of any exciting Covid tech coming out of Germany...Null...Nicht...ha

We've had to come up with a few very clever bits of kit over the years to defend ourselves from problems started elsewhere over seas.

And the world's not getting any safer sadly.

Oh and...look

Your clumsy demands for the technical plans of the secret machine will not succeed, as I believe you to be a dastardly spy no less.

Don't tell him anything guys.... even your name Pike.

auf Wiedersehen.

Wish us well for the game tonite.

Great new vid about the Falklands...I'd love a pint in that pub one day.

https://youtu.be/RcY3gdUp3cc

Quarter-of-a-million-children-in-england-missed-school-last-week-due-to-covid

"The national figures from the Department for Education (DfE) showed that one child in every 30 at state school was out of the classroom on 17 June, including 9,000 pupils with confirmed Covid-19 cases, 16,000 with suspected cases and more than 7,000 whose schools had shut entirely because of Covid outbreaks.

The majority of absences came after contact with suspected or confirmed cases within schools, with 172,000 students self-isolating last week, compared with 40,000 the week before. Just 42,000 were self-isolating because of contacts outside their school."

That's a lot of parents having to take time off work or make other plans, things won't get anywhere near back to normal until the schools and colleges are safe and Covid free.
In the school news clip yesterday the Kromek unit looked to be in the school hall area with one class of kids, if any were Covid positive then just that class could be tested or go into isolation not shut the whole school down.

https://www.theguardian.com/education/2021/jun/22/quarter-of-a-million-children-in-england-missed-school-last-week-due-to-covid

Much NPI experience Dabs....no I didn't think so...
They know what they're doing..waiting for results from your first Prototype field trails before ringing the BBC...is probably very prudent.

Why Implement New Product Introduction (NPI)
Most successful organizations realize the importance of implementing an NPI process. In today’s highly competitive market, companies must develop the right product, at the right time and the right cost. Developing and following a robust NPI process can denote the difference between success and failure. Some of the many advantages of New Product Introduction include (but are not limited to):

Reduced Development Cost: By incorporating the Voice of Customer (VOC) into the early stages of the project, the design team can avoid late design changes, multiple revisions and repeated costly validation testing
Faster Time to Market: With a reduction in development time, the product will reach the consumer and begin generating revenue sooner.
More Efficient Manufacturing: Through the effective use of Design for Manufacturing and Assembly (DFM/DFA) best practices, products are designed with the process in mind.
Improved Product Quality: The NPI process incorporates tools targeted at ensuring the product meets customer needs and the process is capable of producing quality products on a consistent basis.

Just out this morning..in the Flesh...

Watch "Kromek - DARPA Pathogen Detector v2" on YouTube

https://youtu.be/NzYFCMVHkOg

This a from Kromek's partners confirming the Nanopore tech they were using and development of bespoke software for a crop desease program.
So although Kromek haven't 'yet' s the core tech Thier using. 2+2 =

https://www.earlham.ac.uk/oxford-nanopore-minion

Think you're right, it's very interesting tho' that they were focused on livestock desease s initially.

It seems to be a trigger Yes/No detector.
Bit more from thier Tech page...

"Initial trials indicate we can detect when a Covid infected person is in a room such as a classroom, aeroplane cabin, or care home lounge or bedroom. The initial development work is well underway to adapt our agricultural solutions to met the challenge that is Covid-19."

"Each array consists of sensors that individually respond to specific odours (the VOCs) to produce an unique response pattern. Complex pattern recognition algorithms are then used to classify, identify, and quantify, the vapours or odours being sampled. This process is not dissimilar to the way a human nose produces diagnostic patterns that the brain recognises."

Against Kromek's tech statement-

"Using Next 3r ofd Generation Sequencing (NGS), the full genome signature is read and compared against databases of existing pathogens, therefore when an emerging novel threat is tested, it can be detected as parts of their genome is shared by close taxonomic relatives. This will then alert, limiting the spread of an outbreak early."

Oh lost the last bit...try again.

From The Technology page on Thier site-

'Super Sniffing Technology' for fast early detection of disease.

Roboscientific is leading the field providing non-invasive detection of diseases and infestation in a range of living organisms. It has developed the next generation of sensors and sensor arrays combined with fast accurate analysis using the company's bespoke sensors and proprietary software. We use Volatile Organic Compounds (VOCs) to assess the condition of the animal, flock of birds, or crop that is being monitored.

Volatile Organic Compounds (VOCs) are the smells given off by every living being – when its conditions changes, so does its smell. By constantly monitoring the odour given off by that item, we can assess when its condition changes – and by analysing the type and combination of VOCs that we can sense, we can identify the reason for the change.

Not sure how it can identify Covid varients/mutations or wether it has to be loaded with specific sensors for each pato...