Member Info for parkez

Bought a few £k of these last week.
Fwiw, looking at the 2.5m trade its interesting it was reported after the UT.
The UT is nearly always printed at 16.35 if there is one...so why was this delayed?
The live trades at close 16.29 were a lot lower, London stock exchange does not state LRGS trade(delayed) so printed when filled.
I always look for reasons for very large trades to be sells.With a dropping sp they usually are, the truth is we will never really know.However i feel this to be a buy.
What the South African connection? Sorry not really done any research, fully understand its a punt...just feel the odds are in favour of a deal..imo just for reasons of timing.
And i did a dummy sell and they offered me way above the mid price...
Expecting an interesting week.

Every trade has to be reported to the London stock exchange.
On Thurs 4th June a trade report was sent, something was wrong with this report so it was cancelled and a corrected report sent.
This is my understanding...if anyone can find 4th June trades it will confirm this.

I like and respect other peoples opinions...
" I think it IS unreasonable to expect the same amount of revenue for 2021"
Had a think about this and thought why?
Why is it unreasonable?
If no vaccine forth coming which i see as extremely unlikely then their will be no sharp cut off to the virus.
Life and the economy has to get back to normal, the sooner the better.
How will they manage that...once foreign holidays start, large gatherings start....one normal sporting weekend will bring the country to its knees at the present time. So just how are they going to get back to normal...the only weapon we have at the moment is testing. Are they going to stop testing...no of course not, i think they wish they could but they cannot because the death rate will rocket...BUT herd immunity would be achieved and in a year life would be as normal. Therefore they have to increase testing...its the path they have taken and its going to be a long walk.
So 2021 imo sales will in fact be higher than 2020.!!!
But just my opinion.

Allah,
I,m of the opinion there will be NO vaccine for at least 5 yrs...if ever!

Seems peoples expectations are a lot lower than mine in the event of a takeover.
Would depend on the US.
lets say June to DEC...6 mnths.
Primerdesign sales.
10m tests x £5= £50m mntly , 50% cash =£25m x 6mnths = £150m
Unknown factor is the US
20M tests x £5 =£100m @20% royalty (have used this figure because its a figure used by Nova in another deal involving sales) =£20m mnthy
£20M X6 MNTHS= £120

SO £150m (Novas)
£120m (US royalties) gives £270 cash by Dec 2020.
+ Revenue from mobile + revenue from Exsig direct..

Not unreasonable to extend these figures for another 12mnths.
£270m (end of 2020) + £540m (end of 2021)
That gives me £810m in cash at the end of 2021!!!

Of course US as yet unknown.as well as mobile and Exsig sales (which could be huge).
But imo the potential is massive. Why sell your company for £10 a share (£700m)?
Always happy to be corrected...cos my maths is rubbish!

Thanks donno, thought it interesting. Different parts of the world,different view points and all that. AND plenty of interest!!

Came across this yesterday, new to me so could be new to some of you. Just another forum to look into...Dutch i think.
Some good research in parts.
https://www.belegger.nl/Forum/Default.aspx

https://uk.linkedin.com/in/mandy-cowling-a3b15b46

So we can presume she is correct.

gggg21,
Again thanks, its always a pleasure to read your posts.
You manage to get your thoughts views and facts across without appearing to ramp,deramp or be arrogant about it...and that it appears is difficult.
So a big than you for your efforts....and of course to your contacts as well also.
Cheers.

gggg21,
Thanks.
It seems plenty of very big news still to come.

gggg21,
thanks that makes sense.
As i said Exsig Direct will imo be used in other tests besides ours, To trademark it makes sense, maybe Exsig Free was taken?

Exsig Free to Exsig Direct?
Some clue why the delay?

"relying on a virus"...should read vaccine!!

Hi troublesome,
Read this remark
" On track to launch Exsig-Direct in June ' - vital for sustainabilty and to have a great advantage over possible competitors in the future."

I wonder about advantage over competitors?
i think this extraction kit will be available to labs and used on ALL pcr tests.
Just my opinion.

I dont do politics, i have no allegiance to anyone.
However i do accept they are in a very difficult position.They have to fight this virus ,keep the economy going AND not upset the British public.
I,m sure if they could have the Military patrolling the streets, they would, it may one day come to that...because too many do not take this seriously.Stricter measures will be needed

I am sure they know whats coming same as the rest of us...
They are buying time...
I just hope they have some strategy to deal with this and not relying on a virus...
Whatever is in store testing will be accelerated...

Watching the sp decline is not pleasant...spend a bit of time going over just what the company has to offer and what is actually going to be needed in the months, years ahead.

US.
We know they have a distributor in Bruker.
We know they want a US sales manager.
We know they have signed a manufacturing agreement with an as yet undisclosed manufacturer (OEM). This means they will manufacture Novas tests under their own label.
We know they have a Network of Labs kitted out with the 384 well format machine.
We know they have produced a Covid-19 test kit specifically for this machine.
We know in June they are to launch Exsig direct which reduces test time but more importantly eliminates the need for scarce extraction reagents.

So June will be the month that the US mystery will be answered...imo.

And also we have....
The mobile COVID-19 testing solution is a combination of Exsig™ Direct and the COVID-19 test optimised to run on the Company's proprietary q16 and q32 instrumentation. Both Exsig™ extraction reagents are on track to launch during June 2020

Glorious June!...

So that means notification at 3% and 1% movements....

And heres paragraph 3.3.2
3.3.2 Any natural or legal person, acting alone or collectively, who directly or indirectly
comes into possession of a number of Shares equal to 3 per cent. of the entire
issued share capital of the Company and subsequently every 1 per cent. increase or
decrease, must supply the Company with the information mentioned in article L.233-7
I of the French Commercial Code (including number of Shares and voting rights held
by the relevant Shareholder) by means of a registered letter with acknowledgment of
receipt, within a period of four stock market trading days as from the date on which
the above-mentioned threshold was exceeded. Should any of the Shareholders fail to
comply with these obligations, the Company shall be entitled (having received a
request from any Shareholder holding an amount equal to or greater than 5 per cent.
of the entire issued share capital of the Company) to remove all voting rights
attaching to the Shares of the defaulting Shareholder for which any such disclosure
was required but not provided, for a period of two years commencing from the date
the requisite disclosure should have been provided.

4.1 Disclosure of interests in shares
Shareholders are required pursuant to Article L. 223-7 of the French Commercial Code to
notify the Company of the percentage of their voting rights if the percentage of voting rights
that they hold as a Shareholder, or through their direct or indirect holding of financial
instruments, reaches, exceeds or falls below certain thresholds. The thresholds are
5 per cent., 10 per cent., 15 per cent., 20 per cent., 25 per cent., 33.33 per cent.,
50 per cent., 66.66 per cent., 90 per cent. and 95 per cent. of the issued share capital of
the Company. The Articles also contain shareholder notification obligations at 3 per cent. of
the issued shares of the Company and any 1 per cent. increase or decrease thereafter (see
paragraph 3.3.2 of this Part 5 (Additional information) of this document).

yes they do, was reading it the other day. AT 5%,10%15%.
will see if can find it again tomorrow.