Member Info for urbansea89

Luke, would you ask him what level of follow up he needs to provide for BBI next month after the first orders start coming in.

Lee Jenkins just quoted 6 months in response to the question: 'How long for the development of a Covid LFT'
Sounds like it's on track with the timing we've recently been given as they shipped them on May 11th.

Klaus's presentation thoroughly revealed the technical wizardry in LFTs; a real gourmet sandwich maker!
Unsurprisingly nothing revealing in timings from either him or particularly Lee Jenkins. I get the feeling that Klaus's was prepared and recorded a while ago. It was quickly available on demand.

lol lol. post of the week. lol

Thanks Timster for reposting the link. It’s a good reminder that the presentation wasn’t that long ago.
It thoroughly answers all of the questions anyone may have, as do all of the written Q & A responses.
It’s was a pleasure to listen to it again.

Frankly since this pandemic started, despite the lull in the summer, things have got worse and worse. Numbers are going up everywhere and now, even with us walking around wearing muzzles and doing virtually naff all everyday, there is further deterioration.

From a personal point, my 30 year old business has been decimated over the last 6 months and for sure ain’t getting any better. It’s pretty a pretty sad time in my camp.

Let’s be honest, the increasingly forlorn hope of vaccination can only be mitigated by progress in testing. I genuinely can only see the waters subsiding when LFTs provide an end game.

The mish mash of tests that have been ordered are merely a patch up and certainly cannot be the solution to the whole problem. This is merely playing a bit part role in an attempt to make things look better and to provide Govt with something to say when delivering their confused and confusing briefings.

Half arsed ‘sliver lining’ press leaks (The Sun type stuff) are unnecessarily being tipped by a truly ineffectual Govt Comms team; poorly briefed, misinformed and perpetuating public confusion.

The mix of trial and error orders; best available compromise type tests is a route that is way off what’s needed. Pouring money into an insufficient half ****ed solution is like trying to make a gravy with a teaspoon of water. And it’s not just us, every other country is following each other’s lemming like lead.

I hope the truthful realisation, by the powers that be, is continually maintained that a full scale roll out of mass regular testing is the only possible way out. It can’t just be the UK, it needs to happen all over the world or this is still largely a waste of time and money.

As far as the UK is concerned we have to lead and prove and properly export the model. The only real way is to throw the kitchen sink at it, call it Moonshot/Spaceshot/Slingshot or whatever you like.

As far as we’re concerned (and we all know it), we have the only real model that will work. We have the lion’s share of UK manufacturing capacity lined up and we have what will be the most scaleable, consistent and meaningful testing solution on the market.

I firmly believe the UK is already a fait accompli and our deal will be done before we implode. The real reality of what needs attention is exporting this and bringing the rest of the growing chaos to an end. We need the powers that be to do all they can to help broker these deals when the time is right. It won’t need a hard sell, they’ll be desperate for it when the evidence presents itself and proves to be the only real way out of further social destruction.

Sorry to be miserable.
UrbanSea

Both my wife and I have recently received NHS letters asking us to take part in their research study.
My wife’s is for an antigen swab test and mine is for an antibody test. We both agreed to take part.
The follow up my wife received with her pack contained what came across as an instruction manual. She was asked to administer the test at 7am and then wait for it to be collected any time between 8am and 6pm. I’ve heard nothing back regarding my test.
It’s a lot of rigmarole, especially when you’re not unwell, to be waiting around all day. In the end no one showed. Added to this, the test is a waste of everyone’s time anyway, unless it’s repeated, every week.
First hand experience really does highlight the desperate need for changing this to the LFT and when it’s implemented, it must have top consumer experience, be supremely effective and become a hassle free part of our every day lives. It only takes for a few hiccups to destroy the brand reputation as, let’s face it, that’s all people will talk about. Consumers will, to a large extent, be the judges and will drive the success or failure of the product. We’re also only having to compete with awful first mover products and experiences. If we’re going to create the most sold and recognised product since Coca Cola it’s so worth the wait to get the ingredients, packaging and delivery right to perfection... and we will.

Defending their libel suits I suspect

Should be expanded by the press and Poss TV over the weekend and hopefully some of the reporting sharpened up a bit further. Maybe the pressure will squeeze the identity of the supplier out of the developed source.

Could look marginally better that he's sold a few if he ends up hitting the press out of having made a vast fortune out of public money. He might have to sell some more.
He'd still be a godzillionaire but at least he'll be a godzillionaire from his nice new gaff.

Am also wondering if we might see a 'monster' fund begin to eye up a consolidation of some of the Covid businesses and some of their supply chains. It could present an interesting opportunity for some who would otherwise fall foul of competition regulations, which may not come to play here.

and possibly the ships with some Deep verge too Infinity! Smelly Cruises Inc!

Just see it as a hedge on a long term view of the possibility of normality returning one day and should testing levels begin to reduce in the long term. They are of course correlated in their direction well before then.
As you say, incredibly difficult to get the timing right on these . Inevitably would provide some impressive gains though down the line.

Infinity- I put myself into AIG at the start of lockdown as I’d not expected things to pan out the way they have. Fortunately I took my medicine early and cut my loss. I am minded to go back in at some point and Carnival. As mentioned yesterday, a most appropriate hedge on a soaring Avacta.

Interesting to see 4D reversing into a NASDAQ vehicle. Wondered if this might accelerate the appetite and ambition to ignite the Avacta story in the nearer term.
Sure it has to happen at some point but others will no better if it makes sense to accelerate a process to NASDAQ. Any views?

Thanks all. Can't wait to get away after this is all over. Sandy Lane here we come!

Infinity- Which travel recoveries do you like most for after we fix things?

Yes and fronted by a US company for the Chinese.
Won’t get much traction over the pond.

Indeed TallPaul and hopefully, with a second mover advantage, have been wise enough to anticipate the questions that will be levelled at them.

Also hopefully they will have all of the special dispensation they will require to keep working through their lock down.

Could be quite a key audience for rapid scale up if it’s impressive and well done the line. Presumably overseas manufacturers, suppliers, government agencies press and so on. Significant sell for their software, processes and our IP.