Member Info for Tiptree

Not sure if that's good or bad. The intrinsic value of any of these type of cars is much lower than the market value. The Vantage wasn't significantly different or better in what it did than a Jaguar F-Type but the car market has always been like that.
Ask yourself, if someone owned it privately now and put the brand alone up for auction, how many rich people and corporations would be clamouring to buy it. I'd say plenty.
If you go into their factory showroom, there's a DB5 from the sixties that is for sale, I think around half a million. It has very little intrinsic value and almost certainly won't be driven by any new owner; it's just nice to own, if you have that kind of spare cash.

Not sure johnpwh but understand £75.5m in short-term funding has already been made available from Stroll's consortium and that would make sense if cashflow was the immediate issue. In essence the £75.5m is to maintain liquidity, with a lot more to come in the future.
You're also right that the deal was reworked from 16.7% (approx) at £4.00 to 25% at £2.25.
And like you, I wonder if his revised end game (or even to begin with) is to have full ownership for his consortium. Would current shareholders benefit from that? I don't know but...

It's gone bust before and many would have us believe it's going to happen again now.
I can't see that actually: even if it did no business for the remainder of 2020 (just say), the brand has a huge value to someone. Stroll won't let it go as he understands brands more than most.
Bumpy ride for those getting in now, sad times for those who bought in much earlier.

What is the fundamental issue with this company? SP gone from 83p two weeks ago to 63p today yet seems to have way more upside than down.

Almost tempted to switch filter off so I can see what they're saying. Only almost though, better off without!

skittish: do you have a source for the rate at which countries have locked-down please, or at least for these two countries?
Thanks.

That was by far the weakest presentation we've seen yet and they didn't seem to answer a single question properly.
Peston and Kuenssberg must be really angry and frustrated. What is the point of them being allowed to ask questions, if they go unanswered? The responses were just repeated base platitudes.
Testing is clearly at the crux of the situation now and we are still no clearer as to whether the test simply aren't available fr NHS staff testing, or there is some other issue.
We need to trust our leaders, especially now. Wonder where Novacyt stand in this.

As in everything, hope for the best but plan for the worst. Have a good day everyone!

In reality, everyone is just guessing. It might go up, but it might go down. It could stay the same.

And here too...
https://pharmaphorum.com/news/synairgen-doses-first-patients-with-covid-19-drug/

Article says "Richard Marsden, CEO of Synairgen, commented:

“We are delighted to get this trial underway with the dosing of the first patient."

Given that China is about ten weeks ahead of UK, why is it that they don't appear to have developed a test to show if people have had the virus?
Our Government would have us believe we'll very soon have antibody testing. Doesn't stack up surely?

Good analogy. If accurate tests are more readily available, it will be time and money well spent. One has to wonder if Britain's lack of testing has as much to do with the resource to carry out the tests to conclusion as it does actually having the tests. yesterday it was proudly announced that we had tested 900 NHS staff. 900!?
The Oxford Uni article posturing that 50% of our population may have already been infect has been strongly disputed by other academics:

https://www.ft.com/content/ebab9fcc-6e8d-11ea-9bca-bf503995cd6f

Shedulike that must be right logically. Equally so, once it has got a grip, testing other than for frontline workers has less value. Some academics estimate 50% of population has it already.
Different parts of the world are at different stages, hope they are learning from Europe and US.
Value of testing to see who has HAD the virus and recovered will now assist in allowing country (and economy) to get back on its feet. Do you sense 100s of books coming on already?

Market seems to have finally woken up to this. Strong buy to sell ratio today and picked up during the afternoon with several relatively large buys.
Somehow the numbers being bandied around ref government requirements, consortium production etc., don't yet stack up. I need to do more research maybe.

Why has the SP not done more? RNS due maybe - certainly needed?

They say they'll update the market in detail after Year End. That's tomorrow isn't it?

Hindsight is always 20:20

...said " However, in recent weeks, the hVIVO scientific team led by their Chief Scientist Andrew Catchpole have reopened their Coronavirus challenge study project and work files. "
I wonder how far advanced they were on the project when it was pulled due to lack of interest at the time.
They seem to need funding to move on with this but surely it won't be hard to get?

Multiple licencing agreements in everyone's interests. Don't wait!

It's human nature I guess: suddenly everyone is an expert, knows someone, read somewhere.

All we can do is keep away from people as much as possible so we get Ro below 1, take the advice we're given and hope they are right.