Member Info for Trickymatters

Yes. Exactly.

From the updated specification. Looks like they have reached a conclusion on that question then.
Got a feeling that we are going to hear a lot about this :)
Also pleased to see Dido Harding talking about tests being available to employers. Only one more little step for them to become commercially available. Go ODX!

Mikodox, no-one has to respect you. You sold and you want to get back in for a lower price. Just do it don't deramp. JAdam has called you out quite rightly.

He's on China now but he was explaining the importance of understanding serological spread for proper planning. He said the difficulty has been that it takes time to come up with the best tests.

We are expecting announcements this week or by the end of September at the latest because that's the schedule that was set out in the investor presentation. Johnson's is on today. He will save any positive news for himself. There's a pandemic on. This is a fast growing diagnostics company brought together as part of a consortium backed by government funding and commitment. That is not misplaced enthusiasm. That's a very credible case for investment. We get a tree shake before every rise. People need to hold their nerve.

Confident.

Regulator,
3/30 million have had it twice. Pretty good odds hey? I'd take my chances. Lol.

Still getting my head around how this works. It is striking the difference between the buy and sell prices that mms are looking for- don't know that they will achieve them but here they are
14:52 FCAP 5,000 79
14:29 PEEL 5,000 79
14:28 SING 5,000 79
14:58 WINS 5,000 79
14:24 JBER 5,000 78
14:25 CFEP 5,000 77
14:52 SCAP 5,000 77
7 Depth
82 5,000 CFEP 14:25
82 5,000 SCAP 14:52
83 5,000 JBER 14:24
84 5,000 FCAP 14:52
84 5,000 PEEL 14:29
84 5,000 SING 14:28
84 5,000 WINS 14:58
So are we going to close about evens? Dunno. I need to do some other things now anyway. Feel satisfied we're in the right ball game. Don't think the market was expecting more restrictions. Once they've dusted themselves down tomoz, I think we might get a bit of deflection from the FTSE stocks which are clearly taking a protracted knock if we don't get on top of this a lot more with an effective T&T strategy. I think most of us are already doing way better than the FTSE for the last 6 months anyway- however much the trolls protest. NS&I are just slashing their savings rate- to 0.1%! Premium bond prizes are being cut.
.. it's as if a variety of forces were coming together to encourage investment over savings? But what to invest in during a pandemic? Answers on this Business Board please ;)

Expecting us to get back to where we started today and when Johnson gives us the plan for testing- he absolutely has to have a big, fat carrot in there- we will start to get moving. If the MHRA lands at any point scrap all of the above. We will be talking rocket fuel.

Oh yeah Chuggley, true. App launch Thursday. I think the scene will be set with gloomy skies today and then Johnson will acknowledge those grey clouds before introducing the plan for hope. The RTC will be MHRA-ed by Thursday at the latest imho. It will coincide with a lot of interest in the app. Not being cynical. We are desperate for a way to look forward.
Heathrow airport's chief was on the radio this morning calling for commercially available tests. Don't see that the airline industry will have as many players at the end of this anyway but he seemed to be arguing for it's ability to actually survive.

Whitty and Vallance today and Johnson tomorrow.

Hmmm. Sp taken down, more buys than sells, Chris Whitty and Patrick Vallance speaking to the nation at 11am. I wonder how this coincidence of factors can work for the mms?

It has been updated to 17th September. When you click the link it takes you to the site to sign up. Which says update 17th September. It's going to care workers as a priority group now.
All very good.

Has this been edited to recognise the app? Looking like they will launch them together. Reason for the delay-waiting for the app? If so they only have 4 days to get a lot of announcements out.
1. MHRA approval
2. Orders
3.Contract
4. Plan for restrictions and/or testing program going large via public health arrangements and media saturation

Thx to all the posters who found the SAGE minutes and coverage recommending rolling out antibody tests to support the central strategy- finally accepting that we have some immunity and we can use this information to reduce quarantine, get people back to work safely etc. Hallelujah! Glad I just read through the board to yesterday evening after I had downed tools. V good news!

Superb post Ton1c. Thx for sharing.

Probably looking at more restrictions. But the NHS app is going to be launched on Thursday. I can see them tying that in with a bit of a trial run for home testing at scale. The RTC are the only firm ready with poc tests which are high spec. Got a good feeling for this week. Maybe that's too 'emotional '? Lol.

Dougnew, you are hilarious! You don't want to get 'emotional' because your head says sell so you sold but you are happy to buy back in the 90s because you think it could hit £2.00. ! Lol.
I think your head might have gotten a teeny bit scared. That's ok hey. They say fear and greed are the twin drivers. But not much about that sentence is rational. The third secret weapon we have. Thinking through the opportunity and focus on the most likely outcome taking risks into account.
ODX comes out on top of my appraisal.

SAGE has produced a 10 point plan to avoid another lockdown. It's available as a pdf from a link in the Independent.
Number 10 is about increasing testing. Quite a bit of emphasis on a local response to test and trace. Feels like SAGE are getting a bit cross and airing their differences.
I am encouraged that Johnson says they are paying attention to the epidemiology. Hopefully someone is going to stand back from the stress enough to notice 96% of people who have had the virus confirmed, have antibodies 4 months later -from the Imperial college REACT report. It just confirms numerous other big surveys on the subject. I think if they don't move antibody tests into a more central strategic role to help keep the economy going they are vastly mismanaging the assessment of risk. The BMJ published a report today to discuss the whole T cell/immune memory/ antibody relationship again. They reccomend more research again of course. But if any of the authors or it's recipients were prepared to take a decision and make a recommendation without waiting 10 years for the world economy to collapse for want of a longitudinal evidence base, they might also recognise the finding that they suspect that many of us may have immunity from other related coronovirus. Another finding that has been exposed before.

Good point Rivaldo. Back up we go.