The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Travelight read it again chap, my dyslexia not leaving corret punctuation
43 million.... is population off 66million - under 18s which is approxx 13million less only 85 % take up which is your original 90% take up - lower age group probably even less likey on take up + people who cant take for medical reasons
So 53million ÷ 85% takup = 45 million jabbed, vacine 95% effective ( sound very optimistic personaly
Leaves 43 million covered....43 ÷ 66 population total gives you 65% coverage which isnt in any world hurd ammunity and never will be, sorry aggain for DYS
Vacine take up 90% the first 4 tears you say
So population GB 66million ish less below 18s around 13 million
66 - 13 = 53million possibly 90% take up dropping in younger groups so lets say 85 % over all
53 ÷ 85% = 45 million ish vacinated with what 95% effectiveness if we are being very confident of jabbs
So 43 million covered with ???? How many % are stopped from spreading
Not counting people who cant have jab for medical reasons
43 ÷ 66 That is aound 65% coverage at best, firstly that doesnt reach hurd amunity ever
If we dont continuesly test then the virus will continue to balloon out of control mutating as it goes
The youngest and most precious in our society will be repeatedly exsposed to this horrid virus or new ones until it becomes serious for them
also the virus swirling around and not controlled/dampened/contain by testing continiously
How many times do vacinated people need to be exsposed to the virus before the 95% protection is breached ?
Answer 20 times
Why wouldnt the goverment spend 5/10 billion a year to be in controll its nothing in the scheme of things
Generates revenue for the economy inrternaly and if good exsternaly, and keeps britain at the forefront of science
Makes complete sense to me test test test
sorry for the waffle and always sorry for the Dys
Posssibly first jab by july wyndrum, see how youve exagerated for starters chap
I opened my new Isa for the year last year, and filled tomthe max, i then added a previous years Isa into it as well
So i had one big pot,
JRDC i didnt say on news landing i said i exspect more that £4 if novacty is your bench mark, looks two me that it 5 bagged over several months as you just reafirmed ?
Pretty sure Novacty 5 bagged on 300 million JRDC so exspecting abit more than £4 quid chap
I am pretty sure it was mentioned last year that BBI/ABI around october last year between 5/10 million a month combined
and were in the process of upscaling
lets call it 10 million now
+ mologic/odx/gad/ who else ?
i just cant see we arent capable of 20million a month minimum now imop, shoot me if over the top
look back at stifel 15million first year giving £1.05 100% derisked
forgive me again for the ramp but we look like 10x that from where i am sitting comfortably
I posted the other day some where along the lines of with the right research and a following wind doubling my I.S.A yearly
and was poo pood by an honest trader
Well looks too me AVACTA will take care of that alone for me for the next 3/5 years know problem and possibly more, all i got to do is sit tight and go to the gym more GLA
as always sorry for the DYS
So Stifel giving LFT Npv of 84p @ 80% de risked, so £1.05 100% derisked for 15million lfts a year hmmm extremely conservative me thinks
Lets x 10 that number 12.5 million per month, not unrealistic imop
Threes £10 .50 for 3million ish tests a week, or £3.50 added to NPV per 1 million tests a week
Its all very vague until we get confirmation for sure but its a nice starting point sorry if its rampy GLA
finish blue ? realy you think that ? it will bobble around hear until until after atleast tuesday
what a game this is shocking mates rates
Pretty much spot on TDT
and thats why the SP at the moment is pretty irelevant if your investing over time 1/2/3 years imop
Reducing your average if confident of a possible endgame would be sensible at these prices
if your under and need to leave, then thats a problem, as before this is a Sipp holding for me which has 3.5 years to run but needs to do a decent rise 10p break even, thats took work to get there
ISA at these prices is making me feel quite relaxed at 1.59 evens
the license has been assured for another year minimum (kick the can, i think not) very happy with that
we have a small income from NRR further strenghens our postion
this will be a lumppy ride from hear to the end for sure especially with long term sentiment that keeps being repeated ???
i ve stopped looking back other than for strengthening my postion
again if your in at 44p your not going to jump now, other than cutting your losses later if you see something exciting that will help you claw back
by the time it becomes sensible to de risk your postion i imagine it will already done a fair bit of de risking its self
i am liking my 10p average in my sip quite alot, if i can get it down some more of cause i will
In hindsight all the 8 /9 years has given me is lessons so will take that from it
need to take plenty of time building postions, and pretty much ignore the SP other than to take advantage
At the moment 44p showing again has a lot of risk to be removed
I like the risk of 10/15p from where we are in the next 12/18mnths
If the right news lands in possible multiple areas, that will allow me to re access all of the above
As per TDT comment lack of competition, hopefully as we progress and start too tie up the Russian Goverments multiple incentives that have been suggested?offered tax breaks/funding help etc then i hope this will open more eyes
In the mean time we aweight as always more news and reminding my self it could be great GLA
Sorry if abit rampy and always sorry for DYS
You trying to get your post count up ?
Keep openning up spread, your not trading in and out in and out at theses prices, got to weight for more news
Nice new bottom forming, and still only in the foot hills re news flow
Got to love Avacta
Going to be tasty sp by friday 4.30pm and then should start to realy push on from next week imop
Reading some of the trolls getting there arses handed to them on a plate makes it complete Gla
Not sure thats correct spike66
I believe it was mentioned last year that abing/bbi had between 5/10 million per month capacity at that time which was being ramped up, the couple million you mention is for mologic, but some one pleaseccorrect me if i am wrong ?
Prematuredraw hows your novac investment doing today lol what a cokcwomble in the bin you go
Hear we go again Wyndplumb
you make your self look an absolute idiot at best
Did Odx drop there rns wisely regarding there 15% share of 2mill LFT a day goverment contract
Rather than have it smothered by the 85% remaing award
As approach of weighting for firm confirmation allthough tiring at times for all regarding delays i am sure
But i prefer that than the actively trying to drive the sp before full confirmation, that might come back and bite Odx on the arse imop
and the truth will set you free
I never said traders decisions make them less worthwhile, where did i say that ?
i was talking to you specifically, and your little twists and turns
never had a problem with short term traders, only when they bulls.. to suit there postion and its obvious
as ive said before, it doesnt realy work when you have a board with multiple different postions being chased
its like having a zoo with know fences, just end up with piles of s.. every where, and loads of carcasses
my postion doesnt require me to play with sentiment to purposely robbed the weak
I bet if you seperated the LTH from the short term traders too two different boards
you would get short term traders infiltrating the lths board to influence there postion, tell me honestly i am wrong ?
i just invest when i am confident and sit tight
you seem impressed when i say aiming for double potting yearly ?
ISA is a yearly plan , sip is a 5 year plan, Isa gets my favorite 3/4 companys, sipp carries 11/12
i load up my Isa with sipp stocks as my confidence grows for the near term in these companys
maybe you should decide a postion and stick with your conviction
one minute you say your a trader then you say youve been hear longer than me, dosnt quite add up to me imop
sorry as always for the DYS
dose The most infectious are thin on the ground, realy ? are you joking or a member of the flat earth movment cant quite tell ?
if the most infectious are thin on the ground where is everyone catching it from ? maybe theres a new strain where then uninfectious ars spreading it ?