Member Info for SLF72

About the biggest thing still holding this company back is their ability to produce the product. The opportunity to sell and demand is fine. It just needs to be more available.

concerned here too, but the grownups must have more faith otherwise they wouldn't have offered to buy more shares in the next few months if required. at face value that doesn't sound like they've got one foot in the door.

It seems sensible that demand would increase after lockdown. By definition we're all going to be fumbling with many more shared door handles and surfaces.

chuckle

Maybe we should stop talking about cash, p&ls and Yr ends. Before we say something daft.

Podcast is good to listen to, but doesn't say anything solid. It's largely c19 is a lung problem and that's what polarean do. Maybe medium to long term it'll be meaningful.
Ditto today's rise, trades seem smallish, so maybe just on the back of the podcast as you say. Interesting see where they finish tomorrow.
If they're back down I'm going to have to man up and put more in. Although time will show today's price is still excellent I'm guessing.

Thanks, it is good to be reminded how good most of the numbers look for this.
But miffed of the big increase today, before I'd got my finger out and bought more.
Thing that's surprised me is that in their presentations they talk about targeting the top 100 hospitals. Which is still good business but does seem to put a cap on the opportunity. Maybe theyre just trying to keep a lid on the enthusiasm..?

Depending on the timing 26p feels more like a buy price. Represents just under 1% I think. I wonder if there's anyone who'd be interested and able to deal in those volumes.

Forgive me, is the minimum price mentioned the highest price he (his group) have paid. Or the highest price paid by anyone, in the previous 12 months.

You think Trump reads?

Thanks for sharing. Awesome news. Any supply problem like this will play into byot hands.
And if it persists long enough WHO will have to update and improve their guidance.
Although I confess I don't often read WHO guidance before a trip to the shops.

maybe they could put it in bigger bottles and stick a Laphroaig label on it. then not only would it taste better but they wouldn't have to go to the trouble of finding a whole new customer base.

No, it's a bit of nationalistic obligation and mostly self promotion for those guys, and why not, good on them.

Yes, great. Thanks for sharing

Agreed Frac, all these high profile freebies from ineos and brewdog etc just serve to increase the size and awareness of the market for the future. I don't believe the demand will go back to what it was previously. And with greater awareness will come more discerning customers requiring the best products.

You'd think a Target extension (at least) would be a given, but maybe it depends on how lazy the retailer support is/was.

Great read. Not sure it's current though. The fool's tristel one clearly is and bodes well for medium to long term.

Didn't the spray cost 1£ in tesco. Nearly 10 here. Someone must be making good money. At least it looks available.

It is a bit, but you can only sell as much as you can make, which is clearly pretty limited.
The real opportunity is what happens after the dust settles and the rns are quite positive on that at least.

That is Exactly what I had in mind and I really appreciate you taking the time to maintain my interest.