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You don't know the exact timing of any grant payments, or any of the other potential things mentioned. Pure fantasy to imagine all these additional payments would have been received during a 13 week period. (That's why I guessed they could have received another £200k on top of what we know for sure). Obviously none of us will know exactly what the cash flow is it any given point. But when they actually receive a large payment, like the R&D credit, they always RNS it anyway.

Cash of £1m as at 20 March 2025

+

raised gross proceeds of approximately £1.23 million

+

R&D tax credit of approximately £0.5m

- 13 weeks cash burn (at £500k per month) (£2.125m)

= Only £600k left in the bank!! (+ any little bits and bobs they might have actually received in the past 13 weeks, but unlikely to be over a couple of hundred grand at best.)

" depends on the International orders they are keeping quiet about"

Lol. You in for big disappointment. I 100% positive they would immediately RNS any new significant sales.

It's way simpler than that Roger: they are about to run out of money again and this time they'll need to get permission from shareholders to do a big dilution. That's if they can even find anyone to stump up the money.

Share price is sending a clear message.

(Personally believe their current money runs out in September).

Good points Tra8, I think some of it may also be down to a dip in bitcoin over past couple of days as well as it's retracing from all-time high. Noticed Strategy's share price in the US has fallen in past 48 hours as well.

The folks who participated in that last placing at £2.95 must be a tad disappointed!

To me, GDR's communications have been very questionable for a long time. So-called "Commercial traction" etc.

This gets really interesting once you have a down market period for bitcoin. obviously it would crash, but once it settles you would have a chance to buy in very low. And then the eventual recovery of bitcoin would bring big gains. But anyone's guess when bitcoin could sell off again.

It's a sucker's "golden silence" lol

they bound to give inside info. to someone called lay****

You think they would vote no even if company were to tell them they were virtually out of cash to continue as a going concern???

I wonder what the next RNS could be: Perhaps, "Dear Shareholders, blah blah, please vote for a dilutive rights issue at 0.5p so we can raise £5m." Just a guess.

The name has definitely helped suck people in over the years. It's a great name. But the company is still a long way from being as good as its name.

Even if this implementation guide does get published (and code/details so they can charge against central NHS budget) it won't tell you how many units of GDR's test will actually be ordered. As obviously they will be/are using lab testing for this as well. So would GDR get 10% or 40% of market. That's anyone's guess.

They wouldn't sell many machines to one hospital. This explains why the business model of GDR has always rested on being able to sell a significant number of tests. That's where they are trying to make a profit, not on the machines.

The IG video is useful to explain the mNav concept (which is actually really simple). Got to say though that MSTR (Strategy) seems way better value than SWC on that basis. MSTR has mNav of 1.94, whereas SWC currently has an mNav of 8.22, making it over 4 times more pricey

I think pretty simple: if Bitcoin keeps going up, this will go up. But if Bitcoin drops this will go down. lol. These days to me Bitcoin seems to be quite positively correlated with US stock market, so way I see this is it's like some kind of derivative of US equity market. For example, latest sell-off in equity market Bitcoin was down to about $80,000 and then in the recovery we've had (and US stocks going to record highs) we've seen Bitcoin reach new highs.

Makes no difference. None of them will be on the NICE committee that ultimately makes the decision whether it gets adopted or not.

I not saying it won't get NICE approval in the end, but I can't say it will either. NICE is independent from NHS, but makes the funding decisions for NHS. Sometimes NCE disappoints even big pharma.