Member Info for TPKart

I agree with what you’re both saying about the tests. I think the coeliac and lactose tests will be more popular than the others. But yes I believe they are swab tests, so the actual production cost will be extremely low. The value is in the knowledge/expertise and platform, which they already have.

These tests will just be the start though. To quote the research note, it says they are “ideally placed to roll out its range of testing kits focused on weight management, vitamin deficiency, food intolerance, heart health and blood glucose.”

So plenty of plans for more tests in the future, of which i think they sound very promising commercially.

The saying "buy when it's quiet" comes to mind. It feels quiet that's for sure, but for all we know Penny and her team are rushing around applying the final touches ready for a big launch. PCR and LFT tests still look to be selling as well. I'm ready for an RNS!

Looks like the consolidation period could be over. Going to negotiated trade on any buy quotes above £3k at 2.195, so could be ready for another move up. It creeping up under the radar which is good to see, as when the news starts arriving IMO it will be a different story.

Amber & Jamrock, it has been to 7.5p to I guess 4/5p is a possibility at some point depending on news flow. We shall see in time. Happy to hold at these levels either way, as revenue is still more than current market cap.

PCR sales ticker seems to be picking up again on the Boots website, I assume due to the easter holidays approaching. I'd love to see the new products on Boots and Lloyds Pharmacy website, but aside from that, I believe MHC have huge opportunities to market their new products and drive traffic to their own site when they launch. Advertising covid related products was a minefield due to certaint restrictions on the big platforms, as well as competition. But their wellness tests are relatively unique, and won't run the risk of being caught by certain advertising filters. So plenty of ways to drive traffic to their site through platforms like Facebook, Instagram, Tiktok as well as Google and Youtube. I'd love to see them get some influencers on board as well. Exciting times.

Isn’t that just the standard non-travel Flowflex LFT not connected with Mhc? As far as i’m aware, the one that mhc are doing is the verification for travel:

https://lloydspharmacy.com/products/fit-to-fly-lateral-flow-test-kit-with-verification-service?variant=39547708178495

It still says 177 sold in the last 24hours which isn’t too bad. They’ll be selling these elsewhere as well, on top of the more expensive PCR tests.

Jamrock, nicely articulated by the way!

Thanks Smudge I appreciate you posting that. I would be interested to hear what kind of revenue they are getting from these Flowflex tests then.

Emotional attachment - Just out of interest Scharnhorst, do you have shares in MHC? No worries if you don't feel comfortable answering that.

Well April finally arrives tomorrow, and as far as we the new products are on track to start being released from April. I wonder if they'll launch them all at once or drip feed them one at a time?! It's going to be more exciting checking to see if there's any RNS's in the mornings that's for sure. It's certainly been a quiet few months.

You're cherry picking again. Those stocks are performing poorly because the companies aren't performing. MHC are. Apologies for not spotting you posting a year ago, I just haven't noticed you posting over the last few months. Perhaps I overlooked them.

Anyway I don't want this board to turn into one of those that's just people disagreeing/arguing, I was just calling out that you are purely speculating about the CFO leaving, and that's all it is. I'll leave it there though. Good luck with your investments here everyone.

Hi Smudge, what was their response?

People that come onto boards suddenly and start attempting to sow seeds of doubt out of the goodness of their hearts, usually have an agenda. We know that the launch of the new products is on track for April, so perhaps Scharnhorst is trying to take advantage of the current low volume to attempt to squeeze the share price down so he/she can buy in lower, knowing that when the news starts flowing very soon the price will ramp.

I’m just speculating here, similar to what you are doing Scharnhorst. :)

Also, you keep on saying they are trying to “hide” behind the Walbrook PR company, and are using the classic subtle de-ramping technique of dropping in a failing company to try and again, sow seeds of doubt. But in reality you can’t really compare MHC to ODX, because ODX failed to get any covid test orders and had to shut their factory down. Whereas MHC have sold over £16m pcr tests, and have new non-covid tests being released this month, and so the future is looking very positive. Also choosing one poor performing company that Walbrook has on their books is cherry picking. They have many companies as clients, you can see here:

https://www.walbrookpr.com/content/clients

Worth a try though hey ;)

For all we know he has found a more well paid job, or a job with a better commute, and they asked him to stay until the end of the covid phase, with a new CFO for the start of the next phase with new products. I am just speculating, as you are, as we really don't know do we. But if you want to try and put a negative slant on it, and try and read into it in this manner then that's your prerogative. From everything that I've seen and read about Penny, and how this company has been handled over the last 12-18 months, I personally feel it's in safe hands, and so continue to feel optimistic about potential the news in April.

I can't image we'll find out Scharnhost. Who knows, maybe it's as simple as them not getting along.

I agree jamrock on the flurry. The share price has been doing well on low volume recently, imagine what will happen when "the herd" arrives? Which I suspect will be when news on the new products starts to drop. Also yes it's good to hear that they've got their sights set on the international market as well. Trades a bit slower today so far, which is fine, we need to consolidate at this level ready for the next move up. April the 1st on Friday. Is that too early in "April" for the product new launch I wonder?

Is that a £5k buy overall at 2p? What's going on with the £5k and minus £5k in grey?

Either way now I can't get a live buy quote for even £50 for the 2p ask. Will we see above 2p today then?

Yes that's what I meant, I couldn't get a live quote. It's ticked up and getting live quotes for £5k at the moment. It's still going to negotiated trade on anything above £5k though so could still move higher today. We shall see. Either way the charts are looking good.

Slight re-trace yesterday, which is understandable considering the rise we've had recently. Looks to have consolidated at this level though. No stock available, I can't even get a buy quote for £100 so could be ready for another move up soon IMO.

Also, I was trying to remember where specifically I'd read that they were launching in April. It's in this interview for those that haven't seen it:

https://www.business-live.co.uk/enterprise/home-testing-healthcare-firm-myhealthchecked-22824124

https://www. business-live .co. uk/enterprise/home-testing-healthcare-firm-myhealthchecked-22824124

A nice £5k buy right at the end there! I'm looking forward to next week with news expected any day now. Have a good weekend all!

The issue for this deferred payment was already agreed when they purchased the Genome Store, and most importantly “ conditional upon the achievement of revenue targets along with other operational criteria including new product development targets.”

New product development targets have been met for this payment to be made. Good news then IMO.

“will commence commercialisation this Spring”.

All on track, so not long to wait now.

I hadn't seen this myself, published back in October:

http://www.sealadvisors.com/MHC_Oberon_SEAL_12102021_final.pdf

For if the link doesn't work just delete the spaces:

http://www. sealadvisors. com/MHC_Oberon_SEAL_12102021_final.pdf

I liked this sentence:

"the company has estimated the addressable market for tests focused on lactose, gluten, caffeine, alcohol, osteoarthritis and pre-pregnancy. They believe that the current addressable market is £1.1 billion. Just taking 1% market share would result in annual revenue of £11 million with a 50% gross margin. A 5% share would results in annual revenues of c.£56 million."

Still not many shares left at this price. Now 1.68 for £1k worth, then bumps up to 1.78 for any higher quotes. I’d love to see another interview with Penny to see what they’ve been up to over the last few months. Hopefully not long until release of new products. Still selling covid tests by the looks of it so nice to know there’s still money coming in.

*buy quotes at 1.63

On Halifax the spread says 1.5-1.8, but you can actually get quotes for 1.63, so the spread showing isn’t entirely accurate at this moment.