RE: Transformational News19 Mar 2022 08:44
Long term view is well advised here imo. Budd I think said he expected approx £3 - 5m revenue from AIHL in the UK alone (please correct me if I’ve got that wrong). The only other territory he mentioned was the US, with a potential revenue of approx £10m. All good but…we now know there is interest from Australia and the Netherlands. If this product is that good then there is no reason for it not to be of interest in all developed countries. How many EU countries alone are there that could easily afford £3 - £5m?
Finally GDR have a product that is in the right place at the right time with no competition. Within a year GDR’s revenue could soar from almost nothing to £30m - £40m. Just 20 countries across the globe playing £2m each and it’s already there.
For once I’m in agreement with the rampers with regard to how high the sp might go. I’m just not sure it’ll happen as quickly as some think however. Next week? Monday? Next month? Hmmm not sure. But for those who do buy in now I have a feeling this could well be £1+ by the end of the year with continued announcements of more territories buying AIHL. I’m delighted GDR is finally not reliant on just the COVID POC product. Even though Covid is not over, many countries eg the UK, now regard the risks to their health services as being far less severe and so testing on all levels for the time being has been vastly reduced. Of course that could change in a matter of just a few days should a new and more dangerous variant spring up somewhere in the world. I’ve just been to Scandinavia and there were no restrictions of any kind at Heathrow, Copenhagen or Stockholm . We are leaving ourselves wide open to the spread of a new variant from anywhere in the world and with waning efficacy of vaccinations and boosters the situation could easily put GDR’s POC Covid product right back on Centre stage. If that happened (God forbid) the sp would reach levels most of us have only dreamed of thus far.
Looking forward to the PALOH report being published. Having said all along we could reach 30 - 40p with good news on AIHL we’ve already got there, even without full details or news on roll out to more than just one NHS Trust. Roller coaster ride this stock.
GLA