Member Info for roger65

lol there's more than enough bs on this bb I agree. I read it every day. My posts are just a tiny part of it though!

That was based on years of tripe from a poster Bruno10. Think my 'projection' will most likely have been correct. In fact I wish my projection on what this stock would be worth worth was a little more accurate when I first bought in.

I'm invested here and down. Why would I crystallise the loss just now? I'm at least hoping you guys can conjure up one more spike up to 17p and then I'll sell.

That RNS has obviously gone down really well....

That’s fair value at 71p worked out by WHIreland yes? Hmmm don’t need to say anything more

Looking at the *wilting* sp….

Bruno is in my filter box so I can’t see what he’s posted but I think people can safely ignore his rubbish and childish lies.

Been thinking about the funding issue more. Put yourself in the position of an investment fund looking for growth opportunities and you come across GDR. They would of course do professional due diligence but essentially they can see what we can see which is mostly positive. So, if you were talking to Gilham and Budd would you prefer to put your money in at a small discount at a higher price or a lower price? So imho I reckon a potential ii looking to offer funding is going to try and negotiate an entry price of 15 - 18p rather than 25 or 30p. Looking at the writing sp right now this would be a good time to make an offer and get in at say 18p being pretty confident it could quickly turn around a huge profit by hitting at least 40p at the end of March on full NICE recommendation.

We’re in a classic calm-before-the-storm scenario at the moment. Any chance to get more at sub 20p and I’m piling in

Barksy, EV-bull and obvs - the sp is going in the wrong direction given all the imminent news you keep posting is on its way…

Let’s hope KDNC don’t just have this concession confiscated by the Mex Govt. There’s a very strong chance Ganfeng will do a deal which sells KDNC down the river here.

Personally not expecting anything now given KM has been left totally out of any negotiations. If KDNC’s 30% was deemed secure, valid and valuable then KM would be knee deep in conversations. He isn’t.

fat fingers.... meant to say....

'A major fund raise at 20p would NOT be a bad thing..'

Stephen11. You’re stating facts which I certainly can’t dispute. The last two raises were at 60 & 40% as you rightly point out.

I do think GDR is in a better position now but it is desperate for cash thanks to almost zero sales of the Covid PoC kit and no income. I hope the sp hits 40p + but think this funding issue will be something of a barrier. A major fund raise at 20p writing be a bad thing MrP. I too think the sp would recover in time but perhaps not quite as quickly as some here, hence my preference is for a short term solution: a buyout.

Let’s hope TP don’t bear a grudge against Burt. If they do then the value of their remaining shares is peanuts to them. They could decide to wait until Burt is forced to do a raise at a punitive discount and then really kick EISB where it hurts by selling the rest of their shares at the lowest possible sp to attempt to run it into the ground? Speculative nonsense perhaps but clearly something went down between the two and Burt have won that particular battle but TP might now be more interested in winning the war and seeing Burt and his dreams go under.

Burt has a fine line to tread just now and I hope he gets it right. Imo there’s a major fund raise coming and I just hope it’s not a short term fix to cover costs of trying to get into the uk market, or else we’ll be facing further dilution in another 6 -12 months to keep developing the markets EiSB is already in

Can’t see there being any reason for the sanctions to come to an end on March 31st, sadly.

Western politicians are digging themselves in for the long hall and proving every bit as intransigent as Putin. Slowly and inexorably it appears our great leaders Biden/Sunak and from the EU (although there are some showing signs of intelligence and keen to work towards finding another solution other than obliteration) are happy to take us into WW3. I don’t hold out any great hope for the Chinese peace plan and fear the only way this war will end is when Putin is no more and someone from within the Russian political elite seizes an opportunity to change course for the good of everyone.

AMC and its $35m imo can be forgotten about. RY will put out a statement when he has to fit end of year results or AGM to the effect that a solution is still being worked on and…thanks for the salary. I’m working really hard. honestly…..

Bhammer i was thinking more like £8m (to cover FDA costs for both AIhL and Strome marker tests and immediate manufacture of AIHL and scale up) at a similar discount to previous raises eg 40%. Like you though I too think they’ll hope to work from a stand point of sp being at 30+p.

Could be painful but £8m raised at 20p would clear the decks and set us on our way for at least a 18 months with no further dilution in sight, giving us time to generate significant income. It’s going to take at least a year imv unless……there is an offer :) This is absolutely my hope

All well and good to see further down the track but the thing holding GDR back now is the funding question.

If Gilham and Budd don't get it right then none of what is being posted about a year or two from now will happen. It's that simple and I feel that's why there's no interest from any iis here until it's clear how Budd and Gilham see their way to getting enough money in the piggy bank so all the required steps can happen at the right time and not be held back due to - oh we need to do another raise...and another... for each move forward.

The NICE news is expected to be positive and everyone knows exactly when it's going to land so my guess is full recommendation is already priced in.... We're slowly dropping back because serious investors with deep pockets won't pile in until they can be more certain of success.

If you're a pi and believe in the products and the management then the current levels represent a golden opportunity to load up for great returns ahead.

The quality of the products are not in question. As it has always been with GDR the more worrying issue is the quality of the management. Can they get it right and get this funding issue sorted in such a way as not to put a huge dent in confidence once again? Judging by the current slide in the sp imho the jury is out.

Hold tight...next few weeks could be bumpy and test the patience of many holders here who have jumped on board in the last few weeks.

A big upfront saving for the NHS yes but let’s assume something like 500 machines are required over all of the NHS. That’s a big up front expense for GDR to offer. £2.5m? I think this is why the RNS stated it’s going to take time to generate the income. Another reason the funding issue needs to be sorted sooner rather than later.

If he has sold out for now can you blame him? If I was braver and more of a day trader I'd do likewise but I never get that kind of timing right.

Not looked in here for a while. Where has del929's list gone?

Has anything changed on it yet?

Hope for the best - a buyout for £1.54 per share

prepare for the worst - Budd and Gilham sell out for 60p

and expect something in between - a buyout offer of about £1.

the latter would do me.

ran out of space....

..and we could be on the end of a huge and extremely swift re-rate!

Lots of positive waffle there MP.

Its a Stock pickers market. GDR is well positioned. - No, GDR was well positioned when the sp was at or below about 12p. Now it's positioned precariously sp wise because everyone knows we're about to be hit with another fund raise and have nothing guaranteed or sold yet

Genedrive over the years through cutting edge scientific innovation have repeatedly produced tests with fastest results turnaround times. - And sold almost nothing.

Genedrive has a strong edge in a niche market with AIHL tests. No competition. -Yes, but still no contracts announced to sell anything. GDR needs funds to get manufacture of AIHL in place and ready to go. As for competition, there may not be any yet but you can be 100% certain that given the potential global market and money to be made someone somewhere will already be beavering away trying to develop and then sell their own products. We just have to hope none of the big pharmas are already on this as they would be able to get their products to market far quicker and easier than GDR, especially if it's a really well established pharma with existing relationships in the industry in all territories.

Even stroke marker test (currently also with NICE) produces results within an Hour. - Long way off from making it to market 12 months ? We need funding to get AIHL manufactured and to market first. it will take time to see income from AIHL come into GDR coffers and enable the Stroke Marker Testing kits to be on the shelves too.

For AIHL, Genedrive will set the market with ever growing demand for quick results from the Pharma Healthcare industry. Margins can be very lucrative when you are the only supplier. Just get your Sales team and Distributors active. - GDR's sales team is utterly hopeless and to date have had almost zero success selling any products, even a fab Covid PoC testing kit in a global pandemic. 'Get them active...'? Really, is that why they've failed thus far?

Stroke tests will be next. - Yes, in time but far more likely 2024 than 2023.

i essentially agree with you just trying to balance some of the ramping. Much as a I want GDR to do well I don't want to see yet another of those massive spikes in which investors get trapped for years whilst Budd and Gilham flounder about trying to get little piggy to market. It will come good but people need imho to be realistic and above all to be patient.

My personal hope is that a big pharma will have already begun talks with Gilham saying look you run the risk of failure if you try and do this on your own. We will ensure GDR's product success but sell the whole shebang to us for ..... answers on a postcard. Without any funding in place Gilham is in a weak position so expect this to be dealt with very soon after end of March. It may knock us back a bit sp wise but once sorted and with full NICE recommendation I think discussions may become far more serious and we could be on the end of a nice and extremely s

Could not agree more m007j

Makes no sense to take such risks when EISB are only just starting to generate meaningful sales in territories they've worked hard to become established in.

Is Tony Burt just too ambitious? Ambition is no bad thing but it needs to be balanced with a sense of realism and pragmatism. Going after a smaller and more crowded market than the ones he is just seeing some success with doesn't make good business sense to me bwtfdik

I pray he doesn't load the company up with debt for this expansion or dilute the patient (brave) and existing share holders into oblivion. Speaking for myself I've held long enough here to feel I deserve some reward after years of sp decline. I first bought in here in Oct 2021 at 14.75p. Would be great not to see the sp hit -90% from my first purchase....

Need this to hit about 4.5p to break even and don't think I'm being unreasonable to ask Burt to put in a spurt to help the sp for once rather than simply tell investors not to worry about it. It's the only means by which any investor can actually achieve some financial reward. Please for once do or say something - anything - to give the sp a shot in the arm. Fine for you as you take a salary what ever the sp does. Holders don't have that luxury and atm I feel you're asking way too much to keep investors loyal by saying 'look, it's going to be more dilution and cash raises and debt for another 2 or 3 years but then it'll be great...'. There are no guarantees in this world so no one, especially Tony Burt, can tell me everything will be great here in another few years time.