Member Info for PL75

I sold out of GDR first thing when the price was up. Nice trade. I then managed to buy back on the dip, so I’m in profit again.

(That’s how it works isn’t it?)

Have you changed the password to your trading account to one you can’t remember?

Woah woah woah there... I thought we’d agreed to split the market Chengdo, you can have your naff holiday summer product, but I’ll be the big seller come winter time. As for you, latecomer TL, I don’t think ‘sniffles’ fits with the top end market you’re going for. I’ll be happy to snap up the low end of the market, pile em high, sell them cheap (but ideally for a very healthy margin, nice one Sir Al)

My narrative? Do you want to have another read of my first post? Let me know how you get on. Then think about why you’re still holding... we are where we are, whinging and crying isn’t going to change it. Today is a good time to buy. I’m stating that as a fact. If I’m wrong, feel free to remind me in a few months.

Did someone just mention Have I Got Flus For You?

Make up your mind, you’re having a shocker... you’ve said the price will go up and that you expect no sales. Boxed in to a corner there huh?

You’re just whinging. I get it, the price has gone down. So there’s zero substance to what you’re saying. You either believe that sales will come or you don’t. You’ve said you don’t. I believe they will, that’s why I’m saying it’s a good opportunity. Whinging because they’re not here yet (only a matter of time), doesn’t make it a poor investment decision today, does it?

Right, so, to confirm, you are saying they can’t sell our test? Your prediction is no further sales. Excellent. I trust you’ve sold if you were holding?

Don’t put words in my mouth, I’ve never said any of those things. I’m asking you...

When it does go up you say? What’s it going to go up to?

It’ll go up pretty fast and pretty high won’t it? Tiny mcap versus the potential... I asked the question, what would have been enough? £10m? We haven’t got the necessary approvals yet, they’re on the way and out of DBs hands. Are you suggesting we won’t get orders and they won’t make the current mcap look too low?

‘PL75, sure thing buddy! And when it does go down even more you will likely be nowhere to be seen’

There’s 2 things wrong there. Why would it go down even more? Are you really expecting nothing to come of the approvals? Secondly, when it shoots up on approvals and the sales start rattling in, I’ll be right here, remembering the reaction to a good update.

It's like waiting for a bus and when it appears around the corner, deciding to give up. Not only that, it's the express service (additional distributors, improved software, confirmation of all applications, expanding to other PCRs). Today has to be the best and last chance to get an absolute bargain. We've had an update in early July as promised, no update in June already told us not to expect sales. The £1m of orders is just the start. What number would have been enough, because that number is on the way.... It's not like it's a case of after the 100k tests, the world is going to say, thanks, we're all done here, Covid has gone. The only negative is the timescale and that is completely out of GDRs hands. This is a huge chance to buy cheap ahead of approvals and regular, expanding sales.

I hate to mention it as it’s very embarrassing, but I’m also an exceptionally talented trader. I’m able to perfectly call the bottom in shares that are plummeting, but I don’t like talking about it. My book is due out in the autumn, I’m taking pre-orders now.

An extra pile of shares is nowt to be sniffed at, but if everyone tried that tactic, it wouldn’t work. Also consider that the few percent every day might be worth less than holding if we did a Sona and opened up at double the share price. Not worth the risk for me and it only works when we’re in specific holding patterns. As for you withholding your 3-4 hours of research a day (is it mainly spent trying to figure out if global is pretending to have bought or sold), you’re very active on Twitter, so if there’s anything worthwhile I’ll post it on here...

Precisely, it’s out of their control. Once the approvals land it’ll pick up quickly. Nice to have confirmation that everything is pending. They could land at any time. Also nice to hear they’re expanding the range of PCRs for the kits, that will also help and it is probably due to ongoing sales conversations.

It has been delayed by a quarter due to Covid, so getting the test out will be a classic win/win (for anyone playing buzzword bingo) and herald a major inflection point.

Tough times when you can’t even fantasy hindsight trade properly...

Currently getting hammered by GDR, but that’s certainly going in to overtime

TL, of course, just join the socially distanced queue. Btw, it’s going to be called ‘The List: Confessions of a Long Term Holder’

RD, got a couple of Qs, but best continue this one in our special place as it’s way o/t

More compliments, it’s too much... I bought BOO at 2.30 and added a bit more first thing today as the FT article was being bandied around. I plan on holding a bit longer. It’s bad PR, but PR nonetheless. The removals by Next and Asos gave it an extra kick down despite those revenues being a small percentage. A £2Bn fall in share price was massively overdone. It’ll soon be forgotten about. I’m thinking I’ll bail out the first tranche at 3.50 maybe and keep the other, I wouldn’t be surprised to see a new high as their sales growth will be huge due to lockdown.

As we’re going full O/T... RD, is now the time for TILS?

You guys! Stop! Please stop praising my incredible tradings skills, I’m blushing. Just because I perfectly called the bottom over there and told everyone that I’d bought, in advance unlike our resident fantasy hindsight trader. It’s really embarrassing to have so many people say how great I am. Please stop! Honestly, just let this thread go, stop pushing it back to the top.

That’s why I’m interested :-)