Member Info for technick

NCYT don't have a POC platform. They do have cash. Does it make sense for them? Yes. But does it make sense for GDR? Not at this market cap I don't think. Perhaps at a £100m-£150m market cap and a mix of cash and shares. Could their be truth to the rumour, got to have passed NCYT's thoughts I would have thought!

DrA, yes agree, I don;t think a NASDAQ listing is the way forward at the moment but as a predominantly US based tech company it must be a future direction of travel in order to really get investor value, the UK doesn't do tech stocks well, history tells us its a trade sale to a US listed or larger multinational business. When that will be who knows, there is an argument that you do that now before the business is valued on sales

10:1 consolidation?

The same with the Pfizer test in as much as it was 93% fewer people developed symptoms, not that they didn't catch it or pass it on, they were only tested once they developed symptoms. It's a fudge since in a proper test these participants would have been regularly monitored. Also, these are people in lockdown, the dynamics of spread are very different.

There have been significant concerns around these types of vaccines, remember no viral RNA or mRNA vaccines have ever been successfully used in humans before so not only are they rushing, they are rushing with a class of vaccines that have no long term data on effects in humans. We are in one massive trial in which short cuts have been taken. Not on

Constant value building here, trade sale almost a certainty I think

It was an article in the FT that suggested 63p as a first level...

Muminr, I agree, I have been amazed at the poor science for both vaccine and diagnostics assessment and whilst we know time is if the essence, it seems that there has been a lack of rigorous that has been allowed to creep in. With the vaccine I can’t help but think that because no other viral vector vaccine has ever been used before that we are witnessing one big experiment, rushed through. I worry for the consequences. There were concerns before the pandemic around these types of experimental vaccines, why are those concerns gone? Of course they haven’t.

They want to force travellers to pay for their test which seems OK but suggests they're not confident about their mass testing in the public sector because that would be the obvious choice...

One of the other issues with viral vaccines (which remember have never been used before), is that the body builds an immunity to the vaccine carrier itself. The AZ data showed that it was better if you half dosed the first inoculation indeed suggesting that the body raised a quick response to the vaccine before it had a chance to act. Does that mean it has a limited use so that if new mutations occur that viral vector can't be used again. We are part of a huge experiment here everyone, a new disease, a new vaccine, no real data on anything. Worrying times.

It's what investment companies are supposed to do, they invest low and sell higher, the exit point is where they see a specified return on their investment - now we have £17m to distribute to other investments for no dilution to shareholders. They've invested in their existing POC test platform which should see that grow into areas outside of COVID if successful, and now have the task of thinking about what's next. As as been said, share price reflects cash in hand so this should be higher, where depends on what value investors put on the remaining investment. I think investors are yet to fully appreciate this and we could see this double shortly ahead of the next RNS

... the GDR test is less susceptible to mutations, where other tests may be thrown off... could become a key USP

Been saying that for a while, the vaccine simply puts evolutionary pressure on mutations that evade the immune response, its like whak-a-mole - suppress one and another will come up. We are in unprecedented times with such a ubiquitously distributed virus, more widely distributed than influenza. It means that tests will have to continue are large scale to monitor new outbreaks and new mutations...

I'd be hugely surprised if TB sold anything here other than to keep his holding below the 30% threshold which he has had to do to keep within the rules around ownership... This has an excellent direction of travel, exciting times for LTHs

BOD did the smart thing profiting from their investment and can now roll that significant return into new projects. As others have said, share price is below this cash value suggesting that BRH is significantly under valued. I doubt there will be a dividend, but who knows, this is an 'investment' company so it might be good to return investment returns back to shareholders?

second highest rise in the market today...

"These recent regulatory milestones permit IQ-AI's subsidiary, Imaging Biometrics, LLC ("IB"), the manufacturer of record for LSN, to market and sell the software to the world's two most prominent healthcare markets."

I suspect the marketing and selling has already been happening based on approvals being imminent...

Article in the FT last week or week before but a 63p target in the short term...

It will be interesting to see what they have planned here, there are no real genetic offerings in this space and perhaps they are focusing on fertility based genetic testing?

Once C E-IVD is given and sales start to come in from a number of different territories this will rise quickly. LTHs know there is a £150m+ market cap to be had here eventually ONCE sales roll in over the coming years. An exciting business to be in. Short term expect rises and falls, medium and long term this is moving up from here. End of year really depends on news flow...