RE: .7 Sep 2021 18:30
I'm not sure, that comment conveniently appeared in the presentation when all was revealed we were around 6 months behind the hype (albeit that 6 months is now), if announced in an RNS it would've doubled the SP on the spot back then, who did he have in mind to sell 30-60m professional use only tests to?
I know Delta was a potential stumbling block in negotiations but that was over 2 months ago and nothing since
Also not ruling out ABDX not agreeing on margins like BBI did - I'd much rather he announced that via RNS - may have taken a 20% hit or so but at least we can trust that all is well unless told otherwise
The only explanation is that HUA test demand significantly exceeds PUA, so they're saving capacity for that one can hope...
It's all and well to be precise in the science behind the tests, but in the business world you need to be moving fast in a shorter term market
No de-ramp intended, but it's crunch time AS - you wouldn't have had your house or £50m if it were not for us