Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Wrong info squadrazzurra. Affimers can be more articulate than that.
I Would be over the moon with a 10 million starter
Has to be licensing. Unthinkable to set up operations/ production lines for billion test.
More lucrative also.
@pD
couple of hundred was a random number, not discussing my financial on a LSE board.
I usually stick my guns to powerhouses so
it's irrelevant how much exposure I have got on Covid19 plays on AIM.
You on the other hand give out very well who you are. Sad really.
@Dr.
I will have a look at the DNAnudge and I am positive about it.
My concern is : who is going to check that Sally from Romford passport is legit ? And how we assure compliance with a population of more than 60 mil
@PDMS
Yeah well since I am in from the 20s I though to keep couple of hundred share standing and see how the waiting for godo pans out; )
Not desperate to break even boasting nonsense . I am more interested in other analytical views rather than random links to sci-fi articles or theories, they may add to something that I have missed. That's how I make my profits, surely not ramping de ramping or day trading, not a dreamer either.
Eva ,
It could be that a test at large scale cost the company 30p so everything is relative.
Last month a user posted a review of past performances on two of their main products food allergies and something else.
Eva
Please review Omega products portfolio to understand more.
Again Omega just manufactures for Mologic.
Mologic wants xxxx test at xxxx price they pay Omega make it happen.
You should not focus on the specificity or the price the test is sold by Mologic in Africa, Mars or wherever they want to sell it.
Antibody passport, wishful thinking to me.
They are running around clueless.They left the NHS staff fighting a battle without ammo, mistake after mistake, the only thing antibodies are good for at the moment are "suveys" and they talking to go to the moon. How we end up with this below average chain of command is beyond me.
Eva. A lot of questions there.
So first thing first.
Mologic Omega partnership is of a manufacturing nature only and for six months initially. Royalties sort like of agreement might also be in place but we don't know. So really not a concern the test specificity. Mologic orders Omega produce that should be very clear and odd that people still don't get this very simple concept. Moreover, should Mologic come up with the test of the century would Omega be able to keep up with the million test a month demand? DYOR on the plant assets.
Now on to the consortium.
Again, please read carefully the nature of the "get-together" some in sight on the Abingdon recent move . I read it more like " we are partners, we share knowledge,Gov pays the bill but my profits are mine only, if we make them ..eventually" There are some issues with that in particular when it comes to go to market time.
Last but not least geographical area of influence ;)
Details Gents,....and keep the timeline in check.
This should give you a good guideline and plenty to research on.
Good luck.
The primary focus should be on the timescale.
Few months ago the news and RNS were about companies getting involved on designing tests.
Novacyt was the first mover and I believe they will pay the price for overstating/misjudging their capabilities.
( Test processing output) . I got shout for pointing that out 3/4 weeks ago while the company was boasting about 8 mil production pipe line.
The main narrative has now moved to products coming to market and their quality. Yes unfortunately the big players are now in at full swing, any RNS they come out with cause "damages".
The main questions to ask are: Will be the narrative in few weeks be about the vaccine?Will be the testing segment too overcrowded? Ultimately " what's my place in the universe in time".
Please bare in mind that when we are talking £3/5 plus shares value we are talking global operations not just UK. Mologic manufacturing agreement which is a really amazing business win, was initially signed for 6 Month. ( Priced in the share)
Will this be a renewal given the landscape in two month?
Buy hold or sell keep the time line in check.
GLA
End of the ride for me. The potential are all there but I am not comfortable to go the distance. Long journey since the 20s but all the Covid19 plays are near the finish line and it's getting risky, no room for errors or misjudgment.
Anyhow GLA
..."reliability so all the Roche spiel last week was hot air think and hope they are giving Uk rtc time to stay in the game".
I hope so too but someone in the RTC needs to wake the @#': up.
Have you find any?
SorryGents,
Maybe I am wrong.. the test we are manufacturing for Mologic it is lab based.... The one we are working on is POC.
User Flymachine has put together some very informative info. Scroll back. DYOR
Give it a couple of weeks and no one will remember rules about social distancing.
Just got back from Tesco in West London, dreadful!
Punter
Diversification is sound investing on the main markets.
When on AIM and in particular on the Covid 19 race there will be only few winners. Diversification here means your increasing the chances of going legs up. My opinion is research research Pick the solid ones and stick to the project.
Final Furlong? All the Covid 19 plays are near the finish line. Novacyt has lost momentum it seems and are sinking, My opinion is that they lost the advantage of the head start, their model of PCR is good but not fit to test million of people in a short space of time, Genedrive offers more potential on their segment.
We have legs for the final sprint and leading on our MCAP class. Keep your eyes on the price.
It seems obvious now how the news got out yesterday. Some ***** from the government leaked that they were going to sign a big contract for testing. The name of the company came out after market closed. Today inevitably it was a struggle to stay afloat.Big players are splashing cash it's time to move the **** up before they grab the POC segment also, and trust me it will not take them couple of months.