Member Info for RorkesDrift

And we have our own GSK (or previous versions) right here......

Ah your speol chucker must be brocked

Does he have the Kellogs c0 ck down his other leg?

Mmmm. Not sure what those countries would use to pay for the test.

Modeling 10% of population with short period of mass testing for say 3 months followed by focused testing of 1% for another six months (based on prevelence and SKIN output) gives

(10% x 7B x 12 tests x £1) + (1% x 7B x 24tests x £1).

£8.4B + £280M

So the job for governments is to drive virus into very very localised areas. Problem being reinfection. Raises question as to whether any country can go it alone.

Health warning - I pulled these numbers from the same place I normally get them

I wouldn't mind but the 50p pieces have edges

I'm thinking its handy to have an accountant / VC on board. Bit like a maths exam though - would be educational to see model and working to determine valuation.

My own is £8/share but to be honest I just pulled that out of my arse

Wara teg bach

Market share

https://www.youtube.com/watch?v=Qnnqs598wUc

News just in - Global approach to investing is contagious

BAMS

Sewage test

Breatherlyser

£1.87 here we come. Third time lucky

Guardian - has abstract saying letters of comfort (sounds likeva French letter) for 3M tests per day

https://www.theguardian.com/world/2020/sep/09/boris-johnson-pinning-hopes-on-covid-testing-moonshot-leaked-papers-show?CMP=Share_AndroidApp_Other

Imagine £2 contribution per test = £6m per day.

That's £42M per week.

So 100% market share equals Avacta MKT cap before Xmas.

This is going up tomorrow.

I feel dirty

Bigmac. To be honest it wasn't a lot of research. I just googled "how do stock markets work" and there it was.

No problem staying here - some have done really well. Only question is whether the demand for antigen tests be multiples higher than antibody tests. Again not much research required.

Ah I might have misread the plan...

You do understand that current price reflects sentiment about the future? Its not like you have discovered a new approach to investing.

ES - are you feeling happy or grumpy

Old ones are etc etc

That is hysterical. BBC are lazy journalists because otherwise it isn't ODX. Anyone mind if I use that in my thesis on confirmation bias?

Conservative model of markets suggests that the majority of investors think ODX worth about 1/3 of Avacta. Would match the likely demand for antigen and Antibody tests.

I'm going in.....