Member Info for roger65

oh yes, I'm invested. Bought in nearly a year ago and the sp has kept moving all the way along. Sadly in the wrong direction. Not one piece of news for nearly 12 months has had any positive impact. That's why I'm bored of being invested here. Thought POW was a good find in this sector but like so many it's turning out to be lots of hot air and I suspect a very elaborate way for PJ to make money. No one else is that's for sure!

According to Google MOEX does indeed state 11.82 rubles, which is roughly 11p. Very strange to have such huge disparity between the two markets.

good spot and good point Grim. Thanks for posting.

The recently published PALOH study in JAMA and the NICE guidance report were, I believe, in black and white, but if one is only interested in numbers then I guess you'll put your hard earned money in once the ship is already out of the harbour and has set sail. and the numbers are there for all the world to see. As I say, each to their own. No one is right or wrong here is entitled to their own personal strategy and agenda.

Riskisreward: I am fully aware of Budd's past failings and understand people's (and iis) reticence to invest here but your post - and its message to anyone who reads it - is totally ignoring the recent recognition and success of GDR's AIHL product and seems to be predicated on purely the lack of sakes of the Covid POC kit. This has been a disaster I agree but it may well yet prove to be a good source of revenue going forwards but it's not the reliable cash cow that the AIHL will prove to be imo. . It was developed hand in hand with the NHS and has already been placed in hospitals in Manchester. This isn't a binary decision on whether the kit will sell or not. It's a case of how many will be sold in a global health care market that will soon start to change direction in its approach to routine practice in individual neonatal care. And taht's just the start of the technology.

Even if the sp doesn't hit 50p tomorrow I am convinced it will far exceed that in another 6 months time. Each to their own.

Ok these figures are basic to say the least but are what I’m basing my investment on.

Uk has over 1200 hospitals. Not all will require the AIHl machines but…the larger ones eg Manchester have 6 just between two of them. Imagine how many the biggest London hospitals will need. So on average say 1 machine or hospital at £5k each brings us already to just over £6m.

Multiply that by say 4 for the US, and then for the EU, and then let’s say for the rest of the world and private clinics and you can see the revenue adding up significantly. All of thatis without the income stream from the actual test kits which will be significant.

That adds up for me very positively and does not take into account a single sale of GDR’s Covid POC equipment.

The market might not be convinced just yet but I’ve made my choice and am in and staying in. If it dips again to low 20s then I’ll be loading up with another £20k in my ISA. It might not all happen tomorrow but in six months time it will be all too obvious for all to see where GDR is heading now the AIHL kit has had a thumbs up from NICE.

Thanks. I did read the RNSs earlier, albeit pretty swiftly. I've just been through both the RNSs again and still couldn't see where the prices were listed. £5k is a lot lower than the figures I think I'd seen somewhere else. At one point Budd suggested potential income from the UK was between £3m - £5m so that's about 600 - 1000 machines. Sounds about right. Think the US would be more like 4 times that and perhaps the EU similarly large. All of that over the next year or 18months could generate some serious income, and that's assuming GDR don't sell any to the Middle East, South America, Canada, Japan, South Korea or Aus & NZ. Fairly eye-opening once you tot up the full potential.

One slightly less optimistic note is that I imagine the machine will have to be submitted for FDA to be sold in the US ? And we all know how long that can take...

Anyone know how much these cost please? I’ve seen several figures so am unsure what the real figure is. Obviously makes a difference to the level of income GDR can expect over the next 12 months if the machines are rolled out to all NHS hospitals. Could be quite tasty…

There’s been no volume here for months on end. Just loads of RNSs letting us know POW is going to need an awful lot of money in the next couple of years.

Don't think Budd will do that Greg22. I suspect the sales figures are very low and so rather than shoot himself in the foot by publishing those numbers before the presentation - if they'd been significant he would already have had to RNS them - he'll keep them hidden from view and give a mega positive outlook on the future, hilghlihgting all the potential with both AIHL and Covid products and also talk about the new test they're working on for stroke victims. The really, really big thing here, and whihc I'm surprised by not more investors seeing, is the new technology and direction that rtouine medial care is going in. These machines GDR are making are going to become the norm in hospitals all over the world not just for neo-natals but all patients in the medium term. Imagine a system whereby every single baby ever born has it's genetic code read and then logged into a computer. We would all arrive at a hospital for treatment with the staff already fully aware of any dangers highlighted by genomic sequencing. It's absolutely massive and is going to change the nature of individual routine medical care for ever.

Well, this is holding up much better than I'd expected. It bodes well for the end of the week as we have the presentation to come and I can't see Budd being too downbeat in it.

If we could actually end up holding 25p today then I'd think we're in good shape to be back to 29p+ after the presentation. Come on Budd, give it all you've got with the positivity and excitement. A few more phrases such as 'the numbers add up dramatically' would be the perfect tonic to long suffering long term holders here.

LSE has the bid already marked down 20%. You just know the mms are going to be brutal with this today. Going to switch the computer off and come back in two days time…

Don’t think anyone was listening to you anyway plainfacts. Most of us have been here too long and know GDR’s biggest is its CEO who, together with his sales team, can’t sell anything in numbers or indeed in a pandemic!

Oh dear System, your reverse psychology predictions have thus far been far more accurate than your overly positive ones. I fear with no revenue at all to date we’ll take a hit today. Mms will love that but if news and use it to drop us to sub 20p and then we’ll bounce back to about where we are today. It’s all too slow imo and investors will simply take their money elsewhere where there are easier gains to be made.

Tin hat time I’m afraid but to be honest my hopes weren’t high…

oh nissan, bless you.

And CTDA according to others who were in the queue for approval before us , we have another 6 weeks to wait. Another nasty Covid variant might have evolved by then of course and make our POC kit an essential part of all health clinics' testing process. Unfortunately our Govt won't pay for any of them though because none of their mates are involved and so can't make any money out of it. Budd has to come up with something extremely positive on AIHL.

I think you may have a bit of a wait Ibiza. Like for ever?

I really hope not Lloyd!

Ok beechknot, I’m observing and there isn’t much yet…let’s reconvene at 4:30pm shall we? Hopefully we’ll at least get back to close to where we started the day.

just totting up the pros and cons. Not an uber ramper or deramper. Just a genuine lth who is on the fence - not many of those about here I feel. I'll take what comes tomorrow and continue to build a long holding if the worst happens. GDR is going to have its day but I suspect it won't be with the Covid POC product. I"m more excited about the beginnings of genomic sequencing and how it can tailor the quality of routine care in all of our hospitals.

...that Matthew Fowler sold a large chunk of his shares just before GDR went into a closed period before publishing 6 monthly results. If he had any inkling - and of course he would have - of things going seriously north then I guess he would have waited until after he'd left and cashed in his shares then. Also the fact that no Directors have bought any more shares since the enforced purchase at the last raise makes me a bit twitchy too.

So wary here but trying to stay positive.