The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
I have to say that AVCT communications has been miles better hence the SP has been steady. DB should pay more attention on this side and update us of some news. It is painful to see SP trickling down, even if it is a fraction.
It is no brainer if you are Danaher and a small company is taking out third of your profit, basically for intellectual rights. Why give away £438m a year when you can buy them out at much cheaper price. 50m market cap currently. Even if you go 5 times that, you will save 200m in just one year.
I am happy to go free with my shares if they offer 200p:)
Until then, we have to keep watching the SP yoyo on daily basis. I can see why people like Guy is getting so frustrated.
I have jumped a bit into crypto through Kraken, just to distract me from here. Idnt realise how easy it was. Only a small amount in Cardano and Ripple. The up and down there will make GDR yoyo a child's play!
Just to recap:
current max capacity for GDR is 10,000 beads per hour = 240,000 beads/day
(Need 80 machines doing 3 shifts of 1000 tests)
@£5/bead profit= £1.2m/day for GDR =£438m/year
Same profit for Cytiva and BC.
This is the maximum we can have if all is sold. Even if we achieve 10% of that without EUA, it will be over 40m business.
My feeling is that Danaher will most likely buy GDR once the sales start to materialise.
https://www.fiercebiotech.com/medtech/beckman-coulter-targets-mid-sized-diagnostic-labs-automated-sample-prep-hardware-launch
Future of testing especially Covid. I wonder which test will they be selling!!
People believe that MM doesn't play games. This is typical. Same people benefiting from 5-10% rise and fall, buying low and selling on news. At the expense of PIs who find it very difficult to sit through large drops for no reason.
Same people who are given shares at 74p today will be selling at 80p. No emotional attachment. The trouble is this game is only available to family and friends of big players, not us. Only solution is to stop looking at live SP. Easier said than done.
@ MrPositive: Agree, the only hurdle left for GDR is US FDA. Once that has crossed, we will go past 150p very quickly. EUA approval is bound to go through, the question is when. I hope we get it during this month.
Even EU deal news will get us past 100p till then.
@winni: I don't have tunnel vision, it is select few here whose sole intention is to talk negativity. You keep blaming DB for not doing anything, but he is not sitting there, twiddling his thumbs, watching his SP move up and down all day. All the progress the company has made in last few months didn't just appear from nowhere.
The problem is people like you who jumped onto this hoping to get multimillionaire within few days. You don't have a clue how business and markets work.
And anyone who speaks anything positive or shows happiness when SP is rising, you guys are on constant lookout to throw negative comments at them. YOu call this balanced opinion. I am sorry but I am not invested here to give space to anyone who pretends to be saving the novice onvestor from making bad decisions.
Looks like few have been on early shift of long weekend! One thing I don't understand is why some of you are so obsessed with GDR without any investment? Some superintelligent single posters pop in to warn us about how dead GDR as a company is and why they haven't sold anything so far.
Smells like bashers have been forced to get on the weekend job...keep going guys/ girls
Guy: instead of being happy for your investment, you are distracting people with useless posts! Is this a new tactic from your gutter dwelling masters? When are your mates going to join you?
You are such a pathetic life form, who finds pleasure in other people's misfortune. Now F*ck off and leave the real investors enjoy some SP rise because your mates will be here looking for 'beans' very soon