I think the big worries are:30 Jun 2020 11:24
The Sky Interview is the reason we're down here, and what a **** show it was. CK is clearly a scientist and not a salesman but he looked like he had just woke up and couldnt be bothered.
- Design Freeze, this was put up to be the be all and end all, and it isn't. The big one is the Govt/Global Orders.
- How many orders will the Govt make? if the 50m quoted is true then expect this back at 90p but from the sound of it yesterday, Colin wasn't sure this was going to be the case.... remember the initial RTC is 6 months long and started in April.
- Can we sell this to people/global? No indication of this yesterday.
- Placing , a LOT of churn here since the placing was announced.
- Mologic, this is 80% of our business, NOT the govt. - I would prefer it the other way but that's not what we have.
To get back to 70p plus we need:
Big orders for ELISA lab test, Global orders for RTC, 50m Order from Govt.
I can't see the Govt ordering 50m as there is so many scientists saying that Antibody doesnt really show anything