Member Info for P3T3R

He did say at the AGM/Investor Presentation mid-Oct for half year update. So I am expecting within two weeks myself.

"I checked on Mulan... If I recall it was available just after lunchtime the day of release."

I stand corrected. I remember being a bit peeved that I couldn't locate it ... LOL

"I can turn on my PC, my Phone, my TV, right now load Kodi and download any number of apps and watch EVERYTHING in full HD for FREE, literally minutes after release."

I think "literally minutes after release" is overegging the pudding slightly but certainly within a couple of days ...

"Re-open the dammn country without restrictions. Let the virus run its mediocre course before all bedlam hits the streets."

It is estimated that 70% of the population need to be infected befor herd immunity kicks in. Currently we are running a mortality rate around 1%, but that is ONLY because rates are low and everbody that needs treatment is getting treated.

In the scenario where we let the virus run its "mediocre course" a significant number of people will not be treated because hospitals are full and mortality rates will ramp up hugely ... who knows 3 maybe 5% ???

So ...

65m * 70% * 1% mortality = 455,000 deaths - absolute best case you will have a 1 in 145 chance of dying

3% mortality = 1.36m deaths = 1 in 50 chance of dying

5% mortality = 2.27m deaths = 1 in 28 chance of dying

Yes - let it run it's mediocre course ... what a moron.

You have to accept that no matter how good a share is, the share price will spend 95% of the time below it's highs. You are looking for something to anchor your frustrations on.

The odds of the share price carrying on and going higher is only 1 in 20. Frustrating but just the way it is ...

Currently, based on Align numbers (excluding Covid):-

Forecast for 2021 is net profit = £1.24m/720m = 0.17p => Forecast PE 20.5p/0.17 = 120

We know/hope that we are already doing 10k tests/mth * 6mths = £2.5m = 0.35p +0.17p = 0.52p

Reducing the Forecast PE => 20.5 / 0.52p = 39.4 once covid is taken into account (guestimate).

So I would say that a 40-45 multiplier is not too far out.

All guesstimates of course, plus there are calls on cash/holds on profitability in the guise of earn-outs due to acquired companies etc etc, and ..

All IMHO of course ...

They did a discount cash flow.

£5.04/720m = £0.007

Based on the assumptions they use,

eg £140 mid price, 50/50 split = £70 revenue * 60% margin = £42 per test

10k tests/mth = £5.04m annualised operational profit / 720m shares = 0.007p

You can decide whatever you think is a reasonable multiplier

eg x45 => 31.5p for every 10k tests/mth that WE process.

These are for tests that we process ourselves.

Once we are operationally profitable everything falls to the bottom line ...

3 samples ... beggars believe ...

Good find Nat ...
https://www.mirror.co.uk/news/politics/covid-19-test-firm-chief-22743592

https://www.investormeetcompany.com/
You will need to register for free ...

Ignoring tax, according to Walbrook 2021 £PBT = £2.1m/720m shares = £0.0029 = 0.29p x 10 = 2.9p

No. I think you've misplaced the decimal point.

Good find smithy ...

It was in connection to DPYD worldwide market size.

N+1 Singer on ResearchTree

https://*********************/companies/uk/medical-equipment-services/yourgene-health-plc/research/n-1-singer/agm-statement-highlights-progress-on-multiple-fronts/d19f5053-8d66-431d-9f3b-363c624ba66c

They have included £3m in latest forecasts precisely because they said they were up to 10,000 per month from Cctober, which i 6mths sales up to next March.

For the tests being sold for others to process, I would expect £8-10 each sold in bulk. I did find a reference once (some advert I think for another test).

Which is exactly why I asked the question about whether CG technolgy applied to PCR (ie Clarigene) thinking that it would help to increase the workflow as per NGS, but answer was no, it would not provide enough benefit ...

I think that existing Clarigene is still a manual assay (?).

We are still waiting for a high throughput automated version of Clarigene to hit the shelves.

I would have expected that once the HV version lands it will go a long way towards increasing test capacity ...

"The test will initially be a manual assay and development has commenced with a fully automated version aimed at high throughput laboratories to follow in the coming months."
https://www.investegate.co.uk/yourgene-health-plc--ygen-/rns/covid-19-testing-service-launch--business-update/202005260700138400N/