Member Info for sebo10

Genedrive kit will get full approval. That's a given, lab testing capacity isn't there and POC is considered the best solution for clinically actionable results. The genedrive kit also tests for more alleles than current lab tests.

Look at this https://www.medscape.co.uk/viewarticle/new-bedside-genetic-testing-could-boost-stroke-survival-2023a1000m9j

The NICE recommendations means in practice that the Genedrive kit will be preferred. I have waited 2-3 weeks for blood test results. Genetic testing can take 6+ weeks currently. My son had some genetic tests completed recently. Doctors won't want to wait that length of time especially if the cost is greater in follow ups and possible treatment failure. Some derampers on this board are nutters.

I have seen nothing from Nice that suggests anything other than full approval. This test can be used on the 100k+ new stroke victims per year in the UK. There are other areas of application as well - particularly after heart procedures.

I'm been on dead shares and the derampers are nowhere to be seen. To keep posting as they do here is because they are desperate. Why bother otherwise? Market is waiting for confirmation of full approval. That would be a game changer and one that leads to revenues and profits for the first time.

Labs tests take a week or more. Not really that useful for stroke patients. By the time the results are acted on and the medication dispensed it's two weeks. What use is that?

The placing is out of the way now. The market saw it coming in April so the brakes were on. It's not the number of shares but the MCAP that matters. The GDR MCAP has been far higher in the past so there is significant lost ground to be made up.

We were 6.5p in April, folks are saying 10p which is still conservative. Full approval would be a game changer and lead to other markets overseas as well, not to mention the US with 1 million stroke victims per year.

Lab tests are currently far too slow and of no real use to clinicians when a stroke victim might have a second stroke within days. NICE are only considering the cost but lab tests are pretty pointless for this type of personalised care.

I've been invested here on and off over the years and I only bought back a couple days ago. This was up to 6+p in April, with the placing done we should 10p+ at the end of the month. The NICE report will bring the Genedrive kits into routine use in the NHS. Revenues will be significant and this is only the beginning with the American market on the horizon. The SP is much lower than it should be.

Once early results start coming on and a solid financial plan appears then we should be much higher, certainly back up to 5p, I reckon. With double the NPV we should see significant value in the next 6-8 months. First, Greg needs a solid plan that gives the market confidence.

Should be going well beyond 2p, that was a really positive RNS. I'm not worried about finance, I'm sure they'll line everything up. An NPV of 500M+ is a given, look at the ridiculous MCAP!

They should be announcing the start of drilling very soon. Also I expect most of the BOD to start buying again at these ridiculous levels. No reason to be priced so low, it's absolutely gutting wrenching for people who bought much higher. Hopefully some good news to kick this back up to 3p+ at least. What are Ando and the other big investors thinking?

You own a lot. There was a big £30k buy today, people obviously see opportunity here because the drop has been significantly overdone.

It's a respectable amount. B

There isn't a chance in hell of the SP being 1.5p in 6 months. If the results come and a funding plan is negotiated, we should see a significant rise from these levels. Try 15p or higher, a fund raise might not even be required but if one happens it will be a small fraction of the MCAP - of that I'm sure. Too many people here just talk rubbish, it's been a very unfortunate turn of events but Greg isn't really to blame, drilling should be starting within a week or so. His stated aim is to double the NPV short-term, which means the resource will be valued at approx 500M.

I think there is a really crazy disconnect between project value and SP here. Once we start drilling, I expect the SP will recover to where we were before the crash. The market might be chasing some short-term ops but there can't be many companies as undervalued and crushed as CMET.

No reason for the market to price this to fail. Once they start drilling, we should be much higher. Cash balance is £2M, the project is worth much more than £3M. Haven't had time to listen to full presentation but they seem serious about turning this around.

You guys are terrible. The purpose of the stock market is to raise cash if they need it. If they double the resource to close to 50M tonnes, and show their plan C - why wouldn't the SP be high enough to support that? They are also planning to start producing much sooner than originally planned with Sheffield. He did mention getting up to a decent SP first. If the NPV is expanded to 500M for the best case, why in God's name would we still be worth 5M? Explain that one.

I think that the drop on reflection was massively overdone. Once the news landed, I thought 'great' we're 25% down...I didn't expect it to drop so much further. Unless we are going bankrupt, there isn't much justification for such a hiding. Let's wait for Wednesday, we might be pleasantly surprised by the answers provided.