Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
Agree with Phil - 9.90 Target is realistic on successful P3.
Its basic maths and market valuations based upon what we know.
Personally I don't agree with valuation as I think its a passing point not a destination.
IMO There is no in-between point: failure = where we are or less. Success = complete success here as demand will exist. You can sell or you can't - we have a reasonable expectation of where price will sit.
100K p/m @ Estimated £2K = £200m p/m revenue. A company with £2.4 bn per year revenue (and no debt) should be worth more than £2b. I don't know off the top of my head what multiple you'd use. Off the top of my head I can use P/E - If we took 30% as a profit = £720m per year and a P/E of 5 then that's £3.6b MCAP.
I suspect for T/O valuation you'd be looking 5-6bn+.
You can pick your own values and manipulate for a number of scenarios - bottom line with realistic scenarios, successful P3 > $2bn value with 12 months. aka £10+ ps.
Happy for people to show me different....
When listening to this I thought that RM implied there may be potentially more than 1 deal.
Alexa - So much truth to this post (except I think vaccine will happen)
I think this MP already has previous (controversial) baggage - so defo one that can sacked/moved as reward for supporting the Tory/Brexit 'cause'.
From an Independent article.
I presume that we all think AZN will be approved this week irrespectively....(UK obviously)
Home care visits all round in January and national hug a granny in February.
And here's the order:
Elderly adults and those working in the homes have been placed in tier one in the proposed rundown of who should receive the first jabs.
People aged over 80, along with NHS and care workers, are in band two followed by those aged 75 and older in the third tier.
But the list could be upended by the logistics of storing the first vaccine to come on stream, it has already emerged.
Because the Pfizer/BioNtech jab – the only one so far assessed by watchdogs – has to be stored at -70C, it could be that it is given to NHS workers while plans for moving it into care homes are thrashed out.
The news comes as it emerged doctors at more than 1,000 GP sites being set up to administer the programme have been told the first doses could be available in just 10 days if the Medicines and Healthcare Regulatory Agency approve it for use.
-------
Are the care homes expected to go the GP Sites or will the GP's go to the care homes from the sites?
Also can the Care home residents actually give 'informed' consent??
Easy sell: hi mam/sir, the docs here to give you your covid vaccine, okay hun... Inject!
In the event of EUA...
Hmmm...I'm claiming this!
Pretty certain I said it was a distribution channel at the time of RNS (in the event of RNS).
I'm still disappointed that MAP hasn't been widely used for treatments though.
The Hollies - Special place in my heart.
The first (and only?) concert my parents took me to - at the Hexagon (famed for snooker) in Reading. We around the time of He Ain't Heavy 2nd Time.
I'll stop now as its an investment board but sometimes better blowing off like than posting SP is up 2p after recent decimation and the other amount of crap that gets posted.
MrJones - Counting Crows
Romeo & Juliet - Dire Straits (Killers version also excellent)
November Rain - GnR
Bo Rap - Queen
All these things I've Done + Mr Brightside (Killers)
--- Now it gets difficult because so many....
Can I just put Beatles Catalogue as an entry...
Common People - Pulp
The winner takes it all - Abba
The blowers daughter - Damien Rice
When will you make my telephone ring - Deacon Blue
Kayleigh - Marillion
Hotel California - Eagles
Well that's 12 for tonight. Probably mixing songs regularly in and out positions 6-10.
Beforegolf - That's a thread on its own.....
Can't leave it like that: We need your first 10 songs on the Jukebox for the visiting SNG shareholders (ex - we've all sold by then).
And I think the correct maths may be 1000/100 which does = 1000%.
Depends how/what you calculate. But the point stands.
1000 *.10 (90% drop) = 100.
1000-100 = 900 (increase required to previous price)
900/100 (Current Price) = 900% Growth required (Expressed as a %).
Not quite 1000%.
A 10% rise is not equal to a 10% Drop. But you already know this.
Maybe I'm overthinking this - these may not just be P3 Trial sites.
Marketing/Distribution/EUA by design? Its a network....
Defo been a shorting attack since vaccine news. They didn't need to understand (and they probably don't) its all basic psychology and narrative.
The science is the science the psychology is the psychology.
Science is the Long Game. The shorters will probably be done now, otherwise playing with fire with little further to gain.
We all want the home trial filled. We've all tried Facebook Friends, Twitter, Conversation with Family & Friends.
Yesterday or maybe day before I posted a comment on the Public Health Wales Message on Facebook which gave me the idea.
I'm not sure how effective this will be but if we can an extra 1-2 people or more a day we can close this for SNG.
We're receiving various messages from the Public Health Boards (I only get the wales one) on a frequent basis - I don't know if its England or individual clinical geographies. Why don't we comment on these posts directing people to the trial (i.e. if they or a relative test positive for covid?)
Being that this medium is wide spread we may be able to increase the visibility of the trial when people view the comments.
Thoughts welcome...
Lol Oil, my first thought. UK will still push through....
This is where the unapproved vaccines and treatments consultation will now come into play...
Ghia,
I'm thinking a massive spike for people vaccinated on 1st dose as they will no doubt think they are immune the day after the 1st dose and just go about business as normal hugs & kisses all round.
Maybe creating some negative press about vaccine not working! Que Sera!
Yes you should be worried. However there are two schools of thought on this:
1. You should never tell your wife unless it's good news. Sometimes the truth is best kept to yourself.
2. You tell your wife and luckily she just takes the **** out of you.
Some here have gone for option 1, some for option 2. Only you can choose the best option.
Your welcome - I hope this helps. I charge for any further relationship advice.
Doc - step away from that ledge :-)
CW - How are the parents today after dose 1?
If you don't mind daily updates please.....
Can we address this 40p rubbish once and for all.
The company currently has a cash position at approx. 40p, no debt and low operating cost. You are literally saying SNG has no value above cash. I believe it is typically for a company with nothing further to probably have a share price of 2*Cash in that position as a floor (i.e. 80p) in expectation of materialising profit. Appreciate we are a pharma here.
Yes some of that cash is being spent but you are not paying it all up front and you are exchanging it for 2 things:
1. A completed P3 Trial and data result set - hopefully within 2 months (once it starts).
2. A warehouse full of SNG ready to ship which will have a value of many multiples it cost.
Additionally some of that money is the procurement process for BP - which should result in material monies incoming for shareholders.