Member Info for Morningsun

Fali, come on. You really did not see the rise coming? All this build up and the SP FINALLY rises and you feel nobody saw this coming.
I don't know what you are here for but I'm here for a SP well over GBP 10. Anything else is nice but a disappointment.
MS

Interestingly LL015, you use 15 mln Oz and USD1,600 per Oz where Ceejay uses 40mln Oz and USD2,000 per Oz.
Both of you basing this on the company's information?
Who is right then?
MS

Well, I don't think Abbott and Randox are very good examples to follow. If they have been very focal about their contracts then I am very, very happy for GM to keep quiet as much as possible. Gives me a lot more confidence!
MS

Usain, that is the typical response if you don't have an answer yourself. Always easy to slay someone, but by all means come up with a reasoning for the post to be fake.
MS

My goodness, yet another rainbow chaser. Must be desperate over there having to cross ramp it here....
MS

funny that. I see Sh3 did exactly the same with the title!
MS

Changed the threat to something useful.

That is very cynical of you Usain. Do you have any reason to distrust the communication that Ali put up?
GM isn't really saying anything specific, just a general sentiment and direction which I have to say is very positive.
MS

Excellent post Ali, thanks. Excellent communication from GM as well. Very clever.
MS

Well Deas, I think that it is obvious that the SP is irrelevant. Clearly having promise of something is better valued than showing actual results.
MS

And soon they will be at our sp.... What is their revenue again, I can't recall? LOL.
It sounds great of course but it seems these days it is better to have promises rather than actual business...
MS

In the evidence summary document on the n=88 USA study by Becker. Last column.
Does say that at time of study the saliva test was 69.2% sensitive. Some work to do I guess.
MS

That is my line of thinking indeed. However, Thermo have now offered 12.5 bln....
My guess is that if it happens it will be between USD 1 bln and USD 2 bln.
However, am equally happy not to be bought out.
MS

That is not enough Crabtree. Have a comparison to what happens with Qiagen. If our BoD sell out for GBP700 mln they are nuts.
MS

And of course, after I post this I can buy... At 2.73 that is...
MS

Haven't been able to buy in last 20 minutes on Barclays.... Not even small amounts...
Something brewing?
MS

Haha, yes indeed. Like a BOD making 800k a year while producing absolutely nothing in profit (or even revenue for that matter) and seeing nothing wrong with that.
Am afraid I have been here a LOT longer than 4 years and have so far only ever seen value destruction, so yes seeing nothing wrong with BoD making that kind of money, or any kind of money that we pay for, with nothing but promises and dilution in return is hilarious at the very least. Tripe, ah well, not my choice of words as it's abusive...
Who knows, this time it may be different.... We can always wait some more.
MS

I think it's brilliant sharehunter3. The title of the post is going to be seen constantly by everyone so it will attract some attention on the general chat roll.
Can't be bad.
MS

Here is the link to the qiagen sales figures
https://corporate.qiagen.com/newsroom/press-releases/2020/20200506_q1

MS

Yes Routy1, very nice. Qiagen of course had a net turnover of USD 372.1mln in Q1 so still a tat larger than our NCYT. I would say by about a factor 9?
However, if that means we should be looking for a ninth of USD 11.5 bln as a takeover price then so be it.
I think I can live with that.
MS

Hi Bramley,
there must be a reason for that approach. It is certainly always good to bring ones house in order. However, the way they have approached this is cleaning themselves up for whatever comes next.
If it's a buyout then great. And why not? The company certainly is good at creating business and being ahead of the curve. Can you imagine if you are attached to a big pharma what that ahead of the curve would mean? Lot faster at attracting other big companies....
If it's not a buy out, it's just great to have the debt paid off and our house in order so we don't loose any penny unnecessarily.
MS