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I suspect that comment might not age well hillbilly and whilst publicly there's not much noise at the moment as Carl said - his kit can identify pre-symptomatic cases which LFT can't even come close and this is what the agencies want apparently (his words not mine). So there's more to it than meets the eye.
It's a new concept over LFT and PCR so needs to be put through its paces and as Viv from BRH told me last year they have been engaging with partners for a while to develop specifications suitable for end users to make sure the end product is relevant and what customers want.
This is not a shoot from the hip pregnancy test for covid knocked up in 5 minutes, this is the next level of test beyond that. If the clinical trials are where they need to be the tech will do the talking.
TB didn't kill RMS as such as he wasn't that involved in running the company... that more imploded but also was super hyped to a totally unrealistic mcap. TB did not stop the inflated rise, if anything a few well timed tweets fuelled the frenzy but RMS is totally different to BRH...making masks was nothing to do with their business model until 6 months ago whereas this device is exactly what Paraytec do and it uses tech they've been developing for years.
What p**sed people off about TB and RMS is the board of BRH stating they would maintain their stake in RMS for the foreseeable and then sold out with the valuation went way above what it will ever do through hyper ramping by the circus. If you ask me and if everyone asks themselves honestly - would you do any different in the same circumstances? I wouldn't.
The developments at BRH and the IP they own could, if deployed and developed properly be worth far more than the current mcap so the potential here is far more visible than RMS.
People just need to disconnect their hangups with TB and RMS and see BRH for what it is. Not saying TB won't sell as odd times but he's working to his own game plan and BRH is only 1 pawn in that game.
TB did sort of elude to his reasons for selling by tweeting 'chamberlin' on the day he sold his shares. Could be a coincidence but could also be a subtle signal as well but he is not under any obligation to give a reason as I'm sure as many people would say 'boll*cks' to the reason as 'fair enough'.
Was always going to be a lull today if no action occurred as we are waiting...
If the news is as good as it could be then people will wade in here from the off on the basis the company will be revalued to a higher level with further growth potential unlocked.
I also agree however the BOD sales have stymied the pre news rise - where it ends up really does depend on the news content.
Paraytec have already said they are in discussions with partners about bringing this to market (Tweet 15th April I think) so whilst that pathway is not guaranteed/ the only path commercialization is already underway. I also believe the test parameters have been sorted for a little while now - Carl posting a picture of a single viron is as pretty much as far as you can go! Hes also been pretty cagey about giving too much detail about it to his academic colleagues and peers so this suggests there are some sensitive conversations happening.
He also seems pretty made up with what hes created so I'm suspecting what was a well funded exercise has turned into a real generation change in diagnostics.
I'm hopeful for some forward guidance now which should maintain any rise and enable it to build until such time a buy out or formal establishment to market occurs.
Its correct to say we are 2 months down that path and the information due should confirm what we expect or better.
I think there is still skepticism on if this test is actually going to make it to market and this is what will create the biggest and sustained uplift in value as ultimately it gives some forward guidance to revenue.
The BRH test leapfrogs the current crop (inc AVCT) and creates a new standard in testing so there will undoubtedly be a market for it, if it's as good as billed currently.
Just need to light the touch paper.
I think wolves has highlighted the hesitation of many - it's not the credibility of the work Carl is doing that it being questioned, more that it's no more than an exercise to either further TB's agenda or as a scientific 'can do proving' exercise.
When I spoke to Viv has year I challenged him on this point and he said categorically if the science works it is their full intention to commercialise. They have been and continue to be prudent to get as much proven internally so they are in a much stronger position when talking to others.
This is what's been going on - it would be good to get some forward guidance next on where this is going as I think this will silence more critics than the science itself.
Its fine to have that opinion, it's set out clearly and in bullet form (almost). Its when you muddy your argument with foggy points and tangent arguments your whole narrative gets lost and you do look rather silly (you may not realise it but you do).
It's fair to think the test isn't going anywhere, I personally dont agree as what Carl said on his proactive interview that the current tests are the stop gap to a more permanent solution is right. Noises from the company (ie Carl mostly) is the power and flexibility of this test is next level and it's in a format that people will be able to use all over.
I think people are still mixing TB's involvement into what looks to be a revolution in diagnostics and this has clouded their honest opinions of its merit and potential.
Each to their own though.
Wolves then problem is you are playing a two faced game here, you like facts but use only conjecture and opinion. The facts you do present are presented steeped in opinion, which is always negative and drags in musings from other stocks etc and again skewed to your agenda (AVCT is a good example with their mcaps so out of kilter it is funny)
You're right about TB to an extent but you're judging him like this is his only investment and take nothing into account about his bigger gameplay etc. Again using your opinion to pad your argument out.
I'm sure there is a large audience waiting to see if this test actually exists etc and want to see RNS facts etc (partly off the back of TB's trading) before jumping in. This is currently trading on waiting rather than everyone already in on a sell on news etc.
Don't skew the situation to your agenda and you might be taken a bit more seriously.
I don't think many shares were dumped alongside TB's offload and this is why the SP is recovering quickly as there's not many about. Those TB did offload will likely be drip fed back into the market on the way up so upward pressure into the 80s probably outweighs the down. TB offloading when he did may help short to mid term assuming he doesn't offload more as that takes that risk out of the equation. Unless he needs the cash like before I suspect he will now hold.
The whole of last year is culminating to this point, one which as far as we know isn't going to disappoint so it is better supporters of BRH and more importantly Carl need to rally round him to make sure his endeavours are given the support that it needs..
It's a competitive market out there now for Covid testing and it would appear the hare and tortoise comparative may have merit here as this has not been rushed or over egged at all along the way.
Great in its honesty but in this day and age it is often the noisy ones that get the most attention, even if they are not the best. I emailed the 4 major news networks last night to encourage them to get in touch with Carl or Paraytec. It may be that they have their own communication strategy but we as holders cannot do any harm by reaching out collectively to these organisations to further encourage this connection in order for the full story to get the exposure it deserves.
It would be a great shame for what could an extraordinary achievement to fall on deaf ears.
There is no point bickering when we are now at a place where we can help directly.
Emotions can play too much in these situations and logic gets forgotten. Whilst it's easy to bundle TB into the band of corrupt CEO's out there all you need to do is look at what he's been doing and there is a wider logic to it. He got very touchy at RMS when people openly accused him of corruption...when you step back from the emotion you can see what he did as the logical thing to do...he only played a part in the suggestion there (by tweeting or reposting) the rest (and by that I mean 90% rest) was by PI's and the circus. When he was presented with a multimillion pound windfall....Well the rest is history.
True but remember they have both benefitted from the story so far and the old adage applies; don't expect to get in the bottom and out the top. To take some off the table, for whatever reason during the ride is never a bad thing. Viv has plenty left in shares and options.
Besides if they pull a blinder this year then I'm sure no one will complain when they award themselves a generous package of options off the back of it.