Member Info for roger65

Fair enough but…. I’ve hardly been posting day in day out have I?! Anyway, I’ll leave you and other holders to it.

I think the UK stock market needs a GDR Awareness month!

Bruno - unusually I find myself agreeing with you for the second time in a week! Why would anyone relentlessly bash a stock? Answers on a postcard..

then come back in a couple of years time Starres.

Do you intend to post here every single day until such time as the company begins to turn a corner?

think they're more likely to find their way to administration than a few million. Surely no one will lend them anything?

More money to keep the lights on. Wow, a whole sentence from the CEO too. Comms are improving then…not. No idea what the recent rise in sp was down to and no idea what the company are up to at the moment. Clueless.
I guess the only positive thing is that a Director and major share holder are involved. Would either of them throw good money after bad? Gives them both another chunk of the company! Is this going to be taken private?

aaaand back down to earth again

I can't see any indications at all! Think that's why the sp is staying where it is for the time being.

However, someone always finds out just before pis do. it will be fingers on buzzers from may 11th onwards. No one has any clue yet whether it will fly up...or down. If it's positive news surely this will hit 2p and more?

Would it be worth a larger competitor eg Fevertree taking EISB out for £10m? Think most pis here would bite their arm off for an offer like that. Can't see this surviving long and why would anyone lend them money when things look so dire? The business model doesn't work until you've got massive sales and all costs are down and that means an awful lot of things out of their control need to go their way or it's just far too risky. Bummed out on this and have taken the hit.

GL to all who decide to stick it out.

Already voted. Budd needs to come up with something before May 5th to reassure share holders all is going to be well, or else I can see him and Gilham being given a bloody nose at this GM. They ran things close at the last AGM and supposedly took note of the feelings of disgruntled shareholders. Thus far it doesn't appear they've learned or done anything to assuage the frustration. Other than the huge spike up to 47p the sp has shown GDR still can't attract and hold investors interest. I hope Budd is steeling himself for some penetrating questions from attendants on the 11th.

At least we had a little blip of interest this morning.

Think people were expecting it earlier than that! From the RNS in mid Nov ..'the Company expects to produce a larger scale prototype in six to eight weeks' and they said they would showcase it in 'early 2023'

Delays delays and things now side tracked by the announcement of the US listing. Are BSFA holding things back deliberately though before their admission to the US market so they can make the most of any good news? Could be.

Hey chattty, where did you find this info pls?

Going to be very interesting to watch how this does. General market sentiment in this sector is pretty pants just now. There are a few notable exceptions but POW's recent failure at MFC isn't going to endear it to many for a new spin out imho. Hope it's not a damp squib.

Beech: I admire your loyalty to this share and your optimism but it looks to me as if something has definitely gone awry here. It’s in the news that the US is taking more and more business from the LSE and I’m now starting to think that perhaps the plan is eventually not to have a dual listing but just migrate to the US markets… why else would this share be steadily declining Week after week? GL anyway.

From the RNS - The Company expects to receive the decision on the Sandbox Application in mid-May 2023

Not sure there's a line in the sand of 11th May but could be wrong. Also think the CEO when speaking of this said something like 'tentatively...'? Again, could be wrong.

Is the anticipation already priced in here? Surprised it's not getting anywhere near where it was three weeks ago.

Patience certainly required here. If GDR even manage 1% of the potential they outline below then sentiment will return very quickly. Bashers never waste their time on a bad stock... Obviously there is a crew shorting GDR at the moment - and please don't anyone tell me to look at the LSE icon for 'GDR short positions' - and they will at some point turn. If you believe in the company then patience will be required in bucket loads but that's one heck of a market they could easily find themselves involved with soon....reasons to be cautiously optimistic.

From a recent RNS...
The Company estimates the Total Available Market opportunity of its assays is over £300 million based on end user pricing, and believes that there are currently no other MT-RNR1 products that can deliver time critical results in under 1 hour. The Genedrive® CYP2C19 assay has limited competition (which currently has a more limited genetic analysis and usability compared to genedrive's proposed solution).

OMG what a terrible decision to buy in last week. Out with a 25% loss. Read the first bit of the report and all the uber positive statements and adjectives only to get to the financial paragraphs right at the end and realise they're clinging on for dear life. Life boats required?

So Toplocks, what do your ‘ share dealing instincts’ tell you now you’ve seen these results?

Definitely going in the right direction as far as I can see.

1 or 3

Don't mind which as long as they get on with it! GMR is now well overdue, probably thanks to taking their eye off the ball and focusing on MFC. We now know how worth while that was.

Think the Uranium, Tungsten and Tati projects could be exciting so I'd hedge on actually just dumping MFC for a quick gain and then POW would have the cash to spend on the others. Getting into a JV now for MFC will be time consuming and possibly not give POW the financial wherewithal to move sooner on the other prospects. bwtfdik

The whole point of De Novo and k510 is that you can get products into the market quicker and without having to provide extensive data as the products are deemed safe to use and have no competition but provide a clear health benefit. that's the case for AIHL. IF AIHL doesn't qualify for the quicker routes then the £2m as far as i understand it DOES include the associated costs fo filing an application with the FDA.

I think Budd needs to make these kind of things clear in his next round of comms to the market. Would help clear up a lot of uncertainty and stop people from deliberately looking for things to highlight that they can cast a shadow over.

ah it was in the RNS

'The Company estimates that the total addressable UK market is up to £8.5 million per annum which is based on approximately 85,000 ischaemic strokes per annum. The EU market is potentially another c. £93.5 million per annum (c. 800,000 strokes per annum), the U.S. market is c. £67.6 million per annum (c. 700,000 strokes per annum) and rest of world markets c. £51.0 million per annum. The Company anticipates the customer price to be approximately £100 per test. The U.S. market has established reimbursement under Medicare (c. US$291). Market estimates are based on estimated end user pricing. NICE has included Genedrive's ® CYP2C19-ID Kit in a new Diagnostics Assessment Programme reviewing general applicability of CYP2C19 testing by any technique.'

Even if GDR managed jjust 10% of these figures the sp here would be well above £1. Well above.

Apologies, those are the figures for AIHL. I'll find the potential market figures for the CYP2C19 test and post shortly.