Member Info for P3T3R

Germany is one of 6 EU countries that have a covid-19 testing reimbursement framework (Belgium, France, Germany, Netherlands, Switzerland, Turkey)

As LR says, "The use of dual viral targets and assay controls provides a more reliable result, whilst also making it more desirable across several European regions which require the dual viral targets for reimbursement."

https://www.a-marketaccess.com/covid19

Note:- I do not know if the countries listed are the ones that require dual viral targets. We do know that France is one of them.

Would have been a much much stronger signal if Lyn and the CFO had reached into their own pockets instead of relying on share options.

Normally look for 3x salary of their own money invested as signalling they have money in the game ... hey ho ...

"Unaudited revenues (under Canadian ASPE standards) of US$0.6m"

OMG ... That's a monstrous multiple of revenue we have paid ... Have to trust he knows what he is doing .

"You mentioned it’s not Walbrook’s job to promote the company to PI"

Good movie - BAD INVESTMENT METHODOLOGY

https://www.imdb.com/title/tt0181984/

I generally agree with most of what you post, but self ramping (or as you prefer enthusiastic marketing) is a huge, huge red flag in my view.

I have had past experience (not very good ones I might add) of ramptastic CEOs.

I much prefer slow and sleady ...

I spotted that as well.

They appear to have several areas that compliment us and seem especially relevant currently, viz "Direct to Consumer Genomics Testing" ?????

https://ex5genomics.com/direct-to-consumer-genomics-testing/

Unfortunately, chocolate party games are not just for christmas ... LOL
https://www.kernowchocolate.co.uk/the-chocolate-party-games-that-you-need-in-your-life-this-christmas/

"Our NCYT collaboration has to yield some interesting figures. "

Of course I hope you're right, but not expecting too much from this myself. Like supplying sugar cubes to Starbucks (and not even their main supplier mind) - Just a fillip in my view ...

Ta muchly ...

Interesting ... Any chance of a link morg?

On a longer timeframe, these are less than background noise ... I am not losing any sleep ...

Simply articles are auto-generated clickbait to direct you to the site.

Their price earnings model is meaningless because last years "earnings" resulted from a one-off financial restructuring, which is why many peeps are simply looking for break-even (or very close to) at the results next Tuesday.

Starting to sound a bit like trump and his "great cognitive ability" ... LMAO

Bit harsh ... LOL

Good job it's not our main (or even sole) line of business then ...

NO.
https://www.businesstraveller.com/business-travel/2020/07/06/collinson-and-swissport-to-pilot-covid-19-arrivals-testing-at-heathrow/

Good post Florida. I generally agree but think that "all alternate NIPT products will eventually become obsolete, leaving us an open market" might just be a daydream too far. I would not complain though if it eventually came to pass.

For myself, I think if we manage to nab between 4-5% of the world market within approx 5-7 years would leave us all with a very very tidy profit.

2019 eps of +1p was a result of the financial restructuring (Thermo Fisher loan waiver) - stated as Finance Income (Note 10) in the annual report.

Otherwise ... removing the loan waiver from the numbers would have produced a LOSS of £5.992m.

As you say, only couple weeks to financials. Close to break-even would be good and then onwards and forwards for the future.

LOL

Apologies for late reply. Been out all day.

16.90/.15 = 112 Forward forecast p/e for 2021 (73 for 2022)

Latest numbers appear to have been adjusted slightly downwards within the last week. If you have other figures let us know.

Forecasts (from Sharecast)
Year Ending Revenue
(£m) Pre-tax
(£m) EPS P/E PEG EPS Growth Div Yield
2020-03-31 16.60 -0.74 -0.11p 0.0 n/a 0% 0.00p 0.0%
2021-03-31 21.57 0.65 0.15p 113.9 n/a 0% 0.00p 0.0%
2022-03-31 24.39 1.57 0.23p 72.6 1.3 57% 0.00p 0.0%

https://www.sharecast.com/equity/Yourgene_Health