Member Info for RollingInIt

Lest we forget, the fundamentals on the Sanitiser interest alone put this on a fair value of 70p and that's without all of the other interests or the partnership with Aptamer for COV19.

Euclid

So do BRH.

Profitable business supplying the NHS with sanitiser amongst many other investee companies.

No point being territorial.

Euclid

Same sector, same target to produce a rapid antigen test.

Of course he'll compare. Makes sense.

BRH are in the sector in two ways.

Both the sanitiser supplying the NHS and the private sector and also the partnership with Aptamer.

:o)

Anyone remotely concerned about the longevity of the COV19 sector, as suggested by some green eyed monsters outside of it.

Following is a view of those within it and who understand it:

_______

'The need for rapid antigen tests to diagnose COVID-19 infection that can be mass produced for rapid, professional screening of large populations, and for self-testing by consumers themselves, is crucial to limiting and tracking the spread of this disease. Antigen testing will also be critical to lockdown exit strategies around the world in order to get healthy, non-contagious people back to work to re-boot economies, and there will be an ongoing need for several years for antigen testing as the disease recurs.'

I don't mind anyone highlighting their own sector of investment, after all they're invested in the hope that their investment value increases.

The differentiator however, is criticising investments in another rising sector simultaneously, without any understanding of the sector, just to attempt to line his own pockets.

It's a 'begging' message, hoping to get you to sell your stocks which are increasing in value and to buy in to the declining stocks that he holds, thereby increasing their value and allowing him to sell at a profit because he's been averaging down as they decline.

In short, he's trying to take your money off you and put it in his own pocket.

LB28

Conversely, he could learn from an investor like Myles McNulty who has recognised where the market is at, with positions in NCYT, AVCT, GDR .... and yes, you've guessed it .... BRH.

:o)

LB28

To put it bluntly.

You missed the fact that Doc is a dick and his stocks are in the ****ter. His view is a weak and unresearched squeal while he cries in his beer.

An unhappy failure trying but not succeeding to come to terms with the fact that he hasn't recognised where the market sentiment is and where it will continue to be.

Other than that LB, a fair summary.

Or anyone wishing to travel.

Option one. Return to the Uk or your country of origin and stay in quarantine for two weeks.

Option two.. Take a test and get the results in minutes. All clear, free to go.

ShearClass

I have greater expectations than that for an increased valuation.

At £10 Million market cap, the Sanitiser deal with the NHS and the rest of the SME market, in one of their investee companies, with an easily achievable 2 Million profit attributable to BRH, makes the current valuation undervalued by half.

Even at a £20 Million market cap, nothing would be yet priced in for anything else, not even any enterprise value for the existing Aptamer COV 19 developments, which should add on another £ 30 Million. This should already have a £ 50 Million market cap prior to anything further.

Focus should always be on the market cap, as opposed to the share price because there are so few shares in issue. A £50 Million market cap would give a share price of roughly 150p, which gives the impression of a high price, when in reality the valuation for the market cap wouldn't be high at all.

https://www.aptamergroup.co.uk/diagnostics/lateral-flow-devices/

They'll easily do that volume supplying the NHS and then there's the 6 million SME's to take a slice of.

I imagine they'd be able to do far more if they can produce it quickly enough.

There's 1.5 million employees in the NHS, so they'll use 15,000 litres a day on their own.

Which means the price is already underpinned and nothing is yet priced in for the COV19 test.

LB

Agree. Huge spending on hand sanitiser, which will be going on for years. I've just had to place an order for £30k's worth of it and that was at a competitive rate, for a medium sized business, which will only last a couple of months. An annual spend of £180k anticipated that wasn't required before. Just to satisfy one company.

It'll be a massive spend across the Uk and globally.

Some are thrown by the share price but the opportunity here should start to hit home when looking at the market cap.

£ 11 million for a stock that's devising a COV19 test, should be four times this just for enterprise value.

Well, they do wild swings, that's the nature of it. Another example today, HEMO down to 5p then up to 8p an hour and a half later.

GDR dropped to 150p swung back up to 250p within 30 minutes a few days ago.

NCYT, price swinging for weeks on end, etcetc

'Using Paraytec's imaging capability in partnership with aptamers from Aptamer Group which bind to the spike protein on the virus, the objective is to develop a portable test, which can generate a result in a matter of minutes from a swab provided at the test location and require no specialist skills to be operated.'

Midgetboy

Pure b.s. from you.

I checked. Bladderman was correct.

Bladderman is correct.

You can sell but can't buy at the moment.

Just tried.

Relaxed about this stock, it's another holding of Myles McNulty who also predicted 250p in the early days for NCYT, which proved conservative as it doubled that.

"We continue to believe that iclaprim has the potential to be an important new treatment option for hospitalised patients with ABSSSI and potentially also in patients with hospital-acquired bacterial pneumonia, including ventilator-associated bacterial pneumonia."