Member Info for PlantPower

Strengths:
- 1-step pre-mixed testing pellet
- 100% accuracy
- Freeze dried aiding transport / storage
- Detective control to identify sample swab error
- Competitively priced
- CE Approved
- Manufacturing capability

Weakness:
- Not 1st to market (need to oust incumbents)

Opportunities:
- WHO Approval
- FDA Approval
- GLOBAL DEMAND across multiple Govts / industries
- Expand distribution network
- Product expansion (POC)

Threats:
- WHO Approval
- FDA Approval
- Primary Competition - incumbent In market
- Secondary Competition - new entrants

Please add...

PP

Thanks Saint-tropez - noted.

PP

Re-listened to Vox / TP presentation - I must admit, i think all shareholders should listen again every week or so to refamiliarise/ hear from the horses mouth. Without stating what we all know already - the COVID 96 Well PCR test really sounds like an excellent product (GDR other products not bad either).

Couple of key points for me stood out 2nd time round:

- My comment last night maybe off the mark - BudTime stated “Orders in June, as a minimum update early July” - so clearly lag to enable admin tie out / communication to the market, pragmatically makes sense - so no moving of the goalposts by BudTime (sorry DB).
- mentioned ideal if we “sell to the whole of Africa & India” when talking about ideal scenario to enable virtuous circle of funding other products/initiatives - clearly highlights primary target markets (again, not new news)
- didn’t hear anything about the built in controls to identify sample errors, but will listen to other presentations and maybe I missed.
- Uniquely simple to use product (reiterating what we all know)
- I would expect POC to land earlier than end of year (stated by DB) considering readacross / leverage of 96 well PCR test

PP

Thanks @Safy & @Technik, appreciate views.

Ok so nasal swab for PCR - Is there any info on how administration of test will be more reliable (eg taking swab errors), or do we face the same challenges as NCYT?

PP

Apologies for repost - any feedback appreciated:

Any thoughts / knowledge on whether GDR’s testing extraction method will be any less invasive and less error prone with regard to extraction (not testing aspect) than NYCT? Experienced NCYT 1st hand.

Has any info been shared above & beyond below, and whether it will be nasal or mouth swab??

“ The kit is intended to use viral RNA samples that have been pre-extracted from specimens such as nasopharyngeal and oropharyngeal swabs, in association with an approved nucleic acid extraction system”

PP

Oh market sentiment how you tease and deceive,
We’re here and waiting for your return,
But don’t be too long,
Or we’ll be swept away by that monster 2nd wave’

#PeacePlantsProsper

Evening all - another interesting week on the BudExpress.

I think BudTime extended update for sales to early July for a good reason - previous timeline from memory in earlier interviews had been end of June, which changed in last presentation. I doubt it was to give a few more days / weeks wiggle room, but based on some working knowledge (being the CEO) of working timescales in place - so I’m not expecting sales on mon, but expect early July (whatever that date is).

Clearly nervous times for many, but I still can’t see any reason why GDR can’t convert from here unless something materially goes awry - not impossible, but still expect unlikely.

BudTime is not a constant news machine, but has delivered on timelines to date (granted June/July sale subtle change). Confident approvals / orders will come - how many is the million dollar question and agree market sentiment has clearly changed, so expectations on SP rise will be tempered accordingly.

Remember:
- STRONG Product
- STRONG Demand
- SALES?? (Clue - see above)

Good luck all - here’s to blue skies ahead.

#PeacePlantsProsper

Repost from Sunday - should have caveated with - “unless you’re a day trader!”:

“Here’s my 2 pennies worth - IMO uninvestable till one or more of below events:

- a) RNS confirming RG full or partial sale of shares
- b) RNS rescinding RG broker sale directive (if you believe initial RNS not possible till RG demands fully met)
- c) RNS confirming FCA outcome
- d) RNS confirming resumption of lending

Clearly, different risk appetites will inform PI actions.”

PP

Apologies for repost - any feedback appreciated:

Any thoughts / knowledge on whether GDR’s testing extraction method will be any less invasive and less error prone with regard to extraction (not testing aspect) than NYCT? Experienced NCYT 1st hand.

Has any info been shared above & beyond below, and whether it will be nasal or mouth swab??

“ The kit is intended to use viral RNA samples that have been pre-extracted from specimens such as nasopharyngeal and oropharyngeal swabs, in association with an approved nucleic acid extraction system”

PP

I think BudTime hedged his bets on early July sales update, so I’ll punt for distribution update / projected orders per Safy.

PP

Afternoon all - any thoughts / knowledge on whether GDR’s testing extraction method will be any less invasive and less error prone with regard to extraction (not testing aspect) than NYCT? Experienced NCYT 1st hand.

Has any info been shared above & beyond below, and whether it will be nasal or mouth swab??

“ The kit is intended to use viral RNA samples that have been pre-extracted from specimens such as nasopharyngeal and oropharyngeal swabs, in association with an approved nucleic acid extraction system”

PP

Thanks for view @Global_2017, and nice re-entry price.

PP

Evening - re-visiting RNS outside of market hours, it clearly lacked some Alaistair Campbell (!?!) spin doctoring...

.... but from a commercial perspective change in strategy makes sense - why continue dedicating finite resources to achieve diminishing product margins.

Per earlier comment, wonder how profitable the stint in increased production was and how much margin we made - opportunistic, but what isn’t in business at times, now redirect and go again....

Clearly ‘Night of the Long Knives’ has damaged SH confidence, for good reason, but now shop cleaned, let’s see how future plays out, and which way CEO credibility & strategy lands by year end.

#PeacePlantsProsper

Thanks @RichKen & @PL75 feedback earlier.

Exciting times - expectant few weeks ahead, will be interesting to see if 2nd tranche of placing shares (£7-£8m
from 25th) lands ahead of next RNS, and if so, will short term headwinds cause SP to dip allowing another bonus buying opportunity.

Or already forward sold / accounted for. Thoughts??

#PeacePlantsProsper

Thanks RK - enhanced chemo therapy also close to my heart.

5% priced in, but expected mcap if successful trials? hazard a guess? Do we have ball park timescales for trials?

PP

Hi - any thoughts on how much of current MCAP/SP is built in to account for LFT?

PP

Agreed Safy - so much greenfield to harvest, bumpy ride last few weeks, unless unfathomable occurs, the bountiful harvest fair game for GDR to feast on.

Remember:
- Product = STRONG
- Demand = STRONG
- Sales = TBC (clue - see above!)

PP

.....to add, reminder that during last BudTime interview, it was stated GDR POC test (end of year) will be saliva based (wasn’t on my radar - maybe just slow!)

PP

Ok - apologies, lazy journo, must be the sun:

“ The kit is intended to use viral RNA samples that have been pre-extracted from specimens such as nasopharyngeal and oropharyngeal swabs, in association with an approved nucleic acid extraction system”

Not sure why I thought pin prick - although I always thought it wasn’t as invasive as NCYT test??

PP

Hey Scart - am a losing the plot, or is GDR PCR test administered via finger pin prick / blood test??

PP