Member Info for PlantPower

Update to SWOT #5 in early Sept, couple of additions.

Strengths:
- 1-step pre-mixed testing pellet (not reagent kit)
- Less error prone due to above
- High Vol throughout - time efficient
- Quick turnaround - 100mins for all 1 test pack (96 samples)
- 100% Sensitivity / 98.2% Specificity
- Limit of Detection 0.5 copies per micro litre - V.Low (pickup low level infection)
- Multiple Gene targets
- Freeze dried aiding Global transport / storage (room temp stability - unique to GDR/USP)
- Detective control to identify sample swab error
- Deployed on Open Platform
- Software tool to display automated results CE Marked
- Competitively priced - £8-£10 (x96 per tube) / circa 60% GM (testing saturation may reduce price)
- CE Approved
- Manufacturing capability (10k per hour)
- Funded
- GHIF Backing
- Sticky LT shareholder base till circa £2???
- Increasingly solid SP platform to build from
- Distribution further expanded (11 new)
- proprietary format streamlines laboratory workflow, more tests performed in a day
- BCR - Major US strategic scaleable automated throughput partner on SALIVA!

Weakness:
- Late to market (need to oust incumbents)
- Expand distribution network (S.America / Mexico)
- Poor CEO communication (in eyes of some PI’s)
- Competitively priced??? Maybe too high with multiple entrants & targeted regions - £8-£10 (x96 per tube)

Opportunities:
- WHO Approval
- FDA Approval
- Country Specific Approval (eg India / M.East)
- GLOBAL DEMAND across multiple Govts / industries
- Expand distribution network (US / S.America / Mexico)
- Product expansion (POC)
- 1st Wave continuing Global peak (retrigger in UK - reduction in lockdown)
- 2nd Global Wave STARTED
- COVID Stock sentiment back
- NHS discussions ongoing / on newsletter
- Software, only highlighted negative feedback, placated
- CE submitted to expand PCR platform (Roche + Biorad / ABI commercially led)
- £1m approval dependent orders / demand exists
- Bounce of 80p (& lower!) placing (gap filled post placement)
- Truly transformational opportunity to propel GDR decades beyond where it was
- Tunisia??
- Vaccines timescale to achieve successful trials & approvals for mass deployment
- Academic belief testing is here to stay for many years
- BC lab self validation?? No need for FDA EUA??

Threats:
- WHO Approval
- FDA Approval
- Country Specific Approval (eg India / M.East)
- Primary Competition - incumbent In market
- Secondary Competition - new entrants
- Vaccine dev / approval
- Software to display results - are hospitals willing to implement / over complicated offering rather than simplifying
- SP overvalued post COVID Bubble
- PI confidence knocked post Placing + CEO’s ability to execute on unique opportunity
- Lack of sales in EU despite CE approval
- CE approval currently based on 1 open platform supplier

Please add.

PP

Repost from early Aug, and like a fine wine getting better with age....

“We’re making the right strategic moves to be a big player in the Covid testing market for the foreseeable future:

Right scaleable product
Right global strategic manufacturing partnerships
Right global strategic scaleable automated throughout partner
Right strategically targeted geographical areas
Right strategic distribution partners (more to come)
Right strategic forward looking CEO
Right strategic investment backing (GHIF)
Right strategic scaleable platform / product extension (POC)
Right sticky long term shareholders ;0)”

#PeacePlantsPatienceProsper

Interesting pipeline ahead:

- reg / country approvals
- confirmation of £1m PCR orders
- more PCR sales?
- US BC Collab success (saliva..!)
- more PCR sales?
- CE marking extension
- more PCR sales?
- US DOD Pathogen orders
- AIHL test orders
- HCV ID test orders
- POC CE / approvals / orders

PP

3.37 to 2.41% RNS for InterTrader Ltd

141k vol buy @ 150 delayed from Fri...

Although mighty Peel on ask

151.3 paid....

https://mobile.twitter.com/Trader_EGO/status/1307762384484872194

Apologies my error - full steam ahead for saliva then, let’s hope they can nail it.

Key question - will BC validation be swab 1st / saliva 2nd, or .......do not pass go, do not collect £100 & move straight to Park Lane & saliva validation....!?!?

PP

https://mobile.twitter.com/Moilgas/status/1307636955283435522/photo/1

Typo...

“missing out on the major upside which investment decision was initially based on”

Agree @ Valuefinder, good luck to all either way.

But agree, often PI’s are often willing to hold much longer on losses, and then when rises finally arrive, sell out too quickly - potentially missing out on the major upside which decision.

Emotions can be deviously deceptive....

PP

Morning chaps - based on weekend continued Covid sentiment alone, with newsreel highlighting inevitable worsening 2nd wave & aggregious testing issues, I see ‘Rerate’ continuing & further buying pressure to get this back to the new ‘fair value’ even ahead of potentially explosive multiple ‘official’

90p to circa 150p may seem steep rise in past week to go again, but expect this is only just the plant based hor d'oeuvres ahead of the major rerate coming.

149 still cheap in current market environment & on precipice of rich newsflow.

#PlantsPeacePatience

I’m going to crack one open right now - enjoy all.

PP

Noted for Monday:
- keep title
- Goliath not to move

Can we please start arguing about approval dates again

Ha 150p paid

Hello.

149.99 getting peppered

Come on 150 - let’s dance again

....might not land the cheeky monster till Monday!

Hope thy there’s plenty room in the keep net for all these whoopers to come?!?