Member Info for Scharnhorst

Another good pick from Mercia. I wonder what their price point is? I don’t think they have FDA approval yet but they must have been given the heads up with all that expansion.

https://www.businesswire.com/news/home/20211214005354/en/Sense-Announces-Expansion-of-Manufacturing-and-Facilities-to-Support-Launch-of-Rapid-Point-of-Care-Molecular-Diagnostic

I think you’re going to clean up on this one barchid.

They shouldn’t have been cut in the first place. LFTs no use for detecting new variants.

Spread not very encouraging as you say. I guess MMs are balancing good covid outcome with absence of track record of sustainable revenue/profit - their flagship product before covid bombed. Market not sure which way to jump.

I hope sense bio does well for you. The goal has been gaping for nearly two years whilst they're pondering their run up.

Positive report from Edison released today: 49.4p conservative valuation. Currently undervalued but ze aficionados on here knew that. Anyway it seems to have encouraged a few buyers to venture out.

Worth listening to on the MERC website when available. The discussion on portfolio companies was very interesting. 2% ongoing dividend seems like striking a good balance between those like me who want a bit of yield and those who would rather see the cash re-invested. Exits expected across the business in H2, so I'm expecting at least one good one from the portfolio.

The big uplift to Faradion is good news. That could really take off.
Also worth noting is Warwick Acoustics "Having recently raised £3.3million from existing shareholders to fund its next stage of development, Warwick Acoustics has gained significant commercial traction. In the last 12 months, the company has achieved several significant milestones for its ElectroAcoustics Panel technology, with the successful completion of three customer-funded proof-of-concept projects and the passing of key automotive environmental tests with a significant partner." Wonder who the partner is? They were looking to break into the electric car market.

Respect!

You must long for the days when your boys weren't running away from guys in flip-flops.

We're due another realization which would spruce things up a bit.

Pleased with the dividend. I can keep the heaters on.

If you're unable to see it, they have a buy recommendation and a stated conservative 50p target.

Posted on Research Tree and if you're quick they have a two month free access offer.

I can see MHC going from zero to hero and making millions for MERC, à l’Oxgene. Nimble management and a good sales team never go amiss. Sense Bio have raised again before, at long last, launch of their Verios test. It will be great to see their point of care PCR quality test finally make it to the market.

They said they were the world leading LFT manufacturer with the gold standard test. Couldn’t sell a pair of balls to a eunuch.

Good update. Nice to see them ahead of expectations.

Check out MHC barchid. Another good RNS this morning. I used to call them the Mercia dog. Lord forgive me for I have sinned.

There would be no Bolan or Agnetha Faltskog without Doenitz pioneering blue eye shadow in the Eldorado on Lutherstrasse. In later years any rating caught amidships after acht bells without a pocket mirror and emergency lippie was taken below decks for a good stiff talking to.

https://youtu.be/hqAOj6pLoA4

Any ideas appreciated. This sums up my current feelings about the market.
https://www.bing.com/videos/search?q=youtube+easy+action+t+rex&docid=608017174275623968&mid=7B19702B725C5BD2F3A17B19702B725C5BD2F3A1&view=detail&FORM=VIRE