Member Info for Mikesilver

Relax, if it's delayed by a week or so they won't release an RNS to say it will be here next week unless there is a substantial delay which by them saying it should be here by the end of the month I don't see that being the case then we are all fine.

The only acceptable reason for the lack of PR within the mainstream media is that we cannot physically make and ship more tests.

Well hopefully I can drive through from Germany to get the ferry back without a test, I have no idea how to go about getting one over here.

Brilliant link, I hadn't seen a breakdown by test. Of 500k a day you'd like to think we have around 300k as the gold standard bringing us to 9 Mill capacity on a 30 day month.

If you could take the same flight and pay $60 for a test or $150 which one would you take at the airport? People aren't necessarily worried about their health when flying as I'm sure they wouldn't if they were ill so I'd get the cheapest and board the plane. However turning up with a test result has to be PCR as its usually 48 hours prior to flights so nothing else gives results in time.

Exactly as above, follow the breadcrumbs, the last time directors bought was around the £6 mark off the top of my head, it may have been earlier £3 ish sticks in my mind. They have the biggest idea about what is going on and where the future lies, if they start selling more than one director at a time then I would look to sell a few too.

The RNS stated there would be any more sales updates unless substantial changes to earnings are forecasted. We have that in terms of the gov contracts. Which leads me to believe we have the gov tenders for £469 mil all of which I believe will be coming in the year sales rather than overlapping as the contract ends late Jan and we usually take payment prior to order however this may change with a deal of the size although we deal with a "company" of even more significant size, I would hope 3/4 months have been paid leaving potentially £350 mil from the gov and sales elsewhere since Mar amounting to around 60-80 mil with whatever tests we have leftover.

I'm predicting £415-430 mil sales come end of January as other contracts relating to new Stravinsky also come through in time even in part. At least hopeful for this after a sex on the beach or two on a Sunday evening.

I believe confirmation of awarded contracts, looking on the gov tender site the £406 mil contract ends Jan 21. We could be looking at another substantial contract at least matching the £406 mil for 4 months, undoubtedly more. £100 mil a month around 85% average margin is lick lippingly good. All tried, tested and proven around the world to be number 1 and bo doubt crucial in testing any new variants. Bring on Jan and new tenders, I do believe the 2 billion multiple tender was due in December.

True, always good to have cash but it needs to be put towards longer term income which we don't necessarily have looking 2-3 years out, or at least a drawdown in corona testing.

Blackrock is all well and good investing but a chunk of shares 10%+ in II hands would be very nice, I may even let them have a few of mine for around £12 if I decide to move house.

Good morning,

What was the date of the January update and also what are peoples expectations for it ? I'm thinking there must be at least 300 mil in the bank as the acquisitions haven't been hugely expensive and the money keeps flowing in.

Can you put me down for £2.78 please

Let the rns settle, we may see a retrace over the next few days if nothing more comes of it which will give you a better place to buy in and potentially make 10-20% more on final sale.

As the title states, Sheffield warns care homes not to use the rapid tests.

http://news.sky.com/story/covid-19-sheffield-city-council-warns-care-home-providers-not-to-use-governments-rapid-tests-over-doubts-about-accuracy-12147500

Or how much of an extremely poor investment was it back then ?

The EIA and many others have decreased averages to €40 this year and $46 next year, thats a long way off what Tullow is using for their predictions

Of course my gut feelings, I don't sit on my srse growing it all day for nothing

Who knows but its speculative to imagine $55 per barrel when the average was $56 over the last 3 years, held up by a $64 average year and the increasing move away from fossil fuels.

Given the chequered past I don't think many IIs will be involved it's still a risky bet until turbulence with corona is over at least. I'm usually wrong but I think a retrace to 22-24 over the next few days then a climb up

I would expect a retrace given the big gains over the previous couple of days to gain support at lower levels before a push onwards, also $55 per barrel average from 2022 may be tight to gain the 7 bill they're expecting.

Don't forget the incredible margins 83% off the top of my head.

I would probably wait for the next set of financial results early next year which massively amplify the actual situation, when we have hundreds of millions in the bank a massive re-rate will occur. Also there is a further tender this side of the year to look forward to.