Member Info for PL75

CO, I know your post was wanting to talk about manufacturing, but I’m going to ignore that bit, soz....

The comparison of S to N is interesting from a validation perspective. My best guess is that we might be equivalent, but aim at a slightly different but potentially much more effective subset of the infected population. We know PCR will find anyone positive. We then consider N protein tests, they’re successfully picking up people with high viral loads, say day 4-10. However, the holy grail is spotting the asymptomatic and others as early as possible. Targeting the spike could mean that we can pick up those in days 2-8 instead. Overall we might look similar in validation, we’d miss cases in those where there viral load is starting to fall but we’d crucially, for controlling r, pick up the equivalent number of people as their viral load is increasing. With genuinely regular testing, say every other day, you’d spot everyone as soon as they’re near being infectious. Bingo, pandemic solved, on to cancer... thoughts?

How’s about we try and save some time. Is there *anything* in that document that isn’t based on Abakta?

Maaaaaatt, I’ve also said all along that we should name our price. The govt have paid top dollar for imported tests from our friends in Chin-ah. It’s insane that they’ll pay £15 a pop for those then insist that they’ll only fork out £6 for a better product. I hope that the CV and subsequent CE marking opening up other markets makes it clear to the govt that if they want the best they have to pay for it. The govt are supplying some of the manufacturing, but that shouldn’t impact our margin. Personally I’m hoping for both, the govt can use their capacity and we’ll have £8bn from them and also secure enough private capacity elsewhere to make enough to justify £200 exc Chin-ah.

Those days are still going very strong for me, it’s not too late to get back in over there, squeaky bum time in fact :-) I’ve been in here a little while but this board is generally unusable so I don’t bother.

Thanks SC. That’s the first time I’ve seen an explicit reference to targeting the spike protein. PresAl said they’re currently assessing their LFD against VOCs which gets a mention. An AN test is now top of the list...

Come on Handshandy, stop psssing about, just give us the £8bn

Thanks LB. It’s a market worth billions that will be around for many years. I’m confident that an excellent product with a USP will do ok. It doesn’t take much to justify a share price of 5p and there’s plenty upside from there. An RNS confirming an outsourcing agreement with Volz could land any day alongside confirmed orders. It’s just a case of letting them get on with it now.

https://www.grandviewresearch.com/industry-analysis/disposable-face-masks-market

Now I’ve read your subsequent posts. Shame you’re just another deramping clown. Wish I hadn’t wasted my time. Back to the bickering...

You’ll have more chance on a weekend, the trolls don’t get paid overtime. I also don’t post much on here as it’s just idiots bickering... it’ll go up, no it won’t, it’ll go down, it’s a 20 bagger, no, it’s going to a penny. Repeat ad infinitum.

At the moment it’s difficult to assess. They’re still ramping up their own capacity and in the process of adding additional outsourced capacity. Given the USP, you would hope that they’ll be able to sell everything they produce but it might take time to get there. Let’s say in a couple of months they’re at a run rate of 5m a month. If that includes outsourcing then margins will fall but I think 20% would be on the low side as an average. So, 7 months at 5m, £35m sales, say 30% margin, £10.5 net. That would imply a PE less than 4 and wouldn’t include the cash or attribute any value to the rest of the business or any future ideas.

I think the above could be very conservative. It’s not difficult to imagine decent demand for a biodegradable mask that offers many hours of full protection with a global market to go for. Applying a PE of 10 gets to over £100m (5p), adding capacity above 5m per month increases that mcap further. My view is that the share price is very low given the huge opportunity, 5p is fair, but that’s because currently there’s not much trust in them delivering. It’s now a new BoD so I think it’s definitely worth giving them a chance to prove themselves. So far, I think their comms have been good, they’ve been honest about the issues and clear regarding addressing them. Time will tell...

Cheng followed the reverend, praise be, early enough to be doing alright, but not as well as having patience and staying here. I’m not surprised in the slightest by delays there. I saw a presentation that was a copy and paste from an old one so they’ve been waiting for fda for quite a while.

More than 8 times the previous tender that was discussed constantly. Fingers crossed for 8 times the speculation. I mean, it basically says **** off to every other test, they’ve had enough of ticking tonsils and brains. The timescales match beautifully. You do have to ask.... could it finally be.... is it... naaaaaa.... it can’t be, can it? Is. It. Us? :-O

So, who fancies stuffing a share of £8bn on the mcap for starters?

Anal swabbing making a comeback

and I thought that **** 137p was a ************ ****

Why don’t they just bite the billet and change the criteria to say it must be a test developed by Abakta?

Meanwhile, tipp-ex sales are going well as Innova will be frantically changing their instructions- that’s how it works isn’t it? No need to check, just change the sample type.

Even if the machine doesn’t get to full capacity on 3 shifts there will be more than enough produced to get them out as samples for the huge market that’s out there. PR and marketing is now key. The orders can be met by outsourcing, all it takes is for the deal with Volz to be finalised and 5m - which more than justifies a much higher share price - could be dwarfed. Crazy share price given the potential.

LOL. Best research yet :-D

Who knew short stays were a thing? Check out the link on the video for what goes on beneath the desk whilst PresAl presents....

https://www.amazon.com/Adjustable-Elastic-Non-slip-Locking-Military/dp/B07QQWVFP7/ref=as_li_ss_tl?dchild=1&keywords=shirt+stay&qid=1606197080&sr=8-10&linkCode=sl1&tag=richy750100-20&linkId=582f3493f113e18fb3b6e22fc73026c0&language=en_US

It's just the anticipation building. Soon we'll find out what we've all been waiting for. Are the rumours true? Have they really switched from digestives to wagon wheels?

Actually, that was slightly rash. They won’t be completely ditched as the govt are giving them kit. Their test will be ditched, they’ll start making the game changer

It’s just standard stuff, take your professional use brain tickler and then just change it to AN. Bingo! All set for the govt. Their contract can be binned with just a months notice, it’s not for £500m. They’ll be ditched once the game changer arrives.

Exactly right hasiba. That details their progress in just a couple of weeks, the good news will continue to flow as they ramp up production/outsourcing and orders arrive. Growth from a solid base rather than TB hype. Just the beginning...

Progress on all fronts. Distribution in place, including in the EU and via Amazon. Manufacturing being outsourced and any outstanding issues with the machine will be resolved, but it’s clearly operational with a good enough throughput to get enough product for a launch. It’s a positive RNS, a really solid start and with PR and further improvements this can only keep going up. Nice to (officially) see the websites up and available after the fantastic research. It’s just the beginning as masks will be around for years, possibly forever as they are elsewhere. Plus the reference of their focus on developing further products, they know that’s their strength so I’m sure all the lessons they have learned will help them immensely and we’ll see more applications coming to market. I held through the drop as I thought it was undeserved and added during the dip. Today is a good day and there are many more to come, well done holders, keep ignoring the trolls.