Member Info for Morningsun

And don't forget that the CEO of Roche said in an interview with a Swiss newspaper two weeks ago that the demand for their tests was greater than their production capacity so they were looking to expand.
Surely our position will be very similar.
MS

Thanks in advance Bramley.
MS

Again, as I posted yesterday, Christoph Franz, CEO of Roche, said in a Swiss newspaper that they cannot keep up with demand for covid-19 tests.
There are only two WHO approved tests. We are one of them.
If Roche can't make enough, do you really think we are not selling everything we can produce?
Just sit back and let the news come to you.
MS

Roche's CEO Christoph Franz has stated in an interview with the swiss newspaper Tages Anzeiger that Roche cannot keep up with demand foir their Covid 19 PCR tests and that production has to be extended.

He even went as far as stating that Roche now determines who gets the tests and who doesn't by evaluating who needs it most. Can you imagine being in a position like that. Crazy...

If you ever had any doubts of how big the demand for NCYT tests actually is this then this is your sign to let go.
We can't ask for a more convincing statement than what Christoph gave us. Competitor yes, but same market. They can't supply enough, so neither can we.

MS

That's curious balanced, so who makes the American flu shot?
MS

SS: well I'm certainly not going to hide behind bs stories like you just did.
Been here too long to believe that spin.
And for the record, I didn't insult you, that was just a dumb post you made. If you don't like criticism then don't put it out there.
MS

I think sandy that is likely the dumbest remark I have read from you ever.
AP has been lying to you and he has your money and you start talking about Trump.
Un_ffing believable.
MS

Although it is good I think to get rid of Atlas like this, I wonder why they have to place now. There is still more than 5 weeks on the clock to do just that?? And wasn't there still an election to make for Atlas? 'The Election'?
And what is the difference between Atlas getting the shares and this placing, it's both shares out into the market? 6 and two 3s springs to mind.

So, raising a lot of money that is not needed for 5 weeks at the very least (which in this company is a very, very long time) sounds odd to me. AP is raising again because they are out of money and did not plan properly. Again.

Don't be surprised that when Atlas Elects to convert in July, AP does not have the money any more and shares will be allocated to Atlas anyway. It fits very well with the history of AP. You can remind me in August if I'm wrong! If we are close to production at that time and PI can see the light of revenue then it may not hurt the Sp too much either, but that ios what I expect hence the very early placing now.
MS

You mean like this one Kieffy? LOL.
MS

I think Pebble, you'll find that if you were called a deramper, talking about other tests...
MS

Prop, if the WHO is going to get behind the Covid fight in Brazil (or SA and LA as a whole), then there will be a push for the Primer test to be used. Doubt Brazil will get through this alone. So do we really need that many sales people in the region?
MS

Excellent news.
MS

So, we are selling to 130 countries and make some 10mln tests per month at 50% margin.
Just seen on the news that India is drowning in covid-19 cases. Same in Brazil.
However, most cannot get tested as cost are too high.

From a commercial perspective, would it not be a lot more sensible for NCYT to reduce their margin while increasing the sales dramatically? Larger part of a larger pie... Surely there is a price sensitivity. Reduce margin by 50% and increase sales by 200%. You get to the same profit but you drown everyone else out.
You can even make great show with the low margin made compared to others.
MS

Well gggg21, I do a lot of research also and base my decisions on that info.
But I'm also not stating news is incoming and then not post it as in my view statements like that lack credibility. But it's not my credibility that is at stake here.
Obviously I haven't found what blade claims to have found.
Anyway,if it makes people feel important to make these statements then so be it.
I'm here for my reasons, regardless of what others post or state.
Just find it very odd.
MS

VanV and gggg21, I'm sure he/she has. But what is the point of stating positive news is incoming and that it is the public domain and then not post it.
I really don't get that.
MS

Well Surfie, your constant noise about sharehunter ramping is getting very tired indeed.
Give it a rest. You're as bad as he is.
MS

That could be a very real possibility, buying shares by the company. At these carzy SP levels they also can make a killing.
Cash is there and. It doesn't want to sit in the bank. If there is not a great opportunity to buy another business then buying shares is an option.
MS

Come on guys, you know better than this. Don't feed the resident troll. She has been proven wrong consistently but still comes back every time there is a drop. Why?
Ask yourself what her motive is.
No research or addition to the discussion at all, just clear scaremongering.

You know what it means,
Either she is a paid deramper or she is trying to get in lower. Why on earth else would you have such an incessant negative agenda. There really is no other logical point.

I've seen this before on other shares, but there at the very least it was made to look like an argued case with tried backup.
This is not.

Be aware and steer clear and don't engage as that is exactly what she wants!
MS

Relax CCK, whether you believe in gaps or not is irrelevant in my view. The charts are just another tool to try and understand market sentiment. The market drives any movement in share price, well and the MM of course, and charts are just a attempt of reflection of what is happening out there, not the other way around.
So, each to their own. Use it if you like, ignore it if you don't.
I find them intriguing but would never base an investment decision on them.
Simples.
MS

Relax CCK, whether you believe in gaps or not is irrelevant in my view. The charts are just another tool to try and understand market sentiment. The market drives any movement in share price, well and the MM of course, and charts are just a attempt of reflection of what is happening out there, not the other way around.
So, each to their own. Use it if you like, ignore it if you don't.
I find them intriguing but would never base an investment decision on them.
Simples.
MS