Member Info for VincentVega

Our value to another business looking to BO Ciz depends on what profits they see from doing so.

OBD sell one of their tests ( can’t remember CIRT or PSE) for 1000usd @ 90pc margin. Their competitors (for a less accurate test) sell at between 500-750usd.

Anecdotely I’m convinced we are way off the mark in undervaluing ours using 100usd as a benchmark.

So the end price determines not only our revenues, but our worth to another business.

IMHO

VV

I too think that we could be bought out at some stage and I suspect you wouldn’t require binoculars to see the main suitor.

However, that’s not 100% guaranteed, and you can’t build a business on that objective alone, so Ciz need to put in place plans to survive and flourish on their own.

Before we’ve even validated the test, I would hope that AS has already been in discussions about the sales and marketing structures with our partners. We certainly don’t want to fall into the trap that OBD finds itself in. The less drag we have between validation and revenue realisation, the better.

Also let’s not forget when talking about a BO, there may need to be considerations for our current agreements. We haven’t seen the devil in the detail on these, so difficult to comment further.

VV

I’m not invested here but OBD has been on my watchlist since the positive newsflow last year.

I also wasn’t going to post on here but it appears somebody c&p’d my post from the Cizzle bb.

I’d start by saying I agree with the points that dibs has already outlined.

From a science and first mover point of view, excellent. But I find it somewhat conference league that they’ve only just hired a VP of sales.

That’s enough of a barrier to question if I should invest here but to compound that further, when Jon Burrows was asked what the sales targets are for the next 12 months, he didn’t know!!! He didn’t want to put a finger in the air in case he set the wrong expectations.

Considering they’ll be seeking additional funding from their “supportive” investors, he needs to get a handle on this point.

They’ll stay on the watchlist for now.

I’ve just watched their webinar.

They’re 6mths behind setting up a cohesive sales structure. They’ll need additional funding in the near term due to this and their less than satisfactory product uptake.

Thanks neilin, Brondby,

I guess I need to dial down my expectations for China. These expectations were based on Ciz delivering the immunoreagents to China by Q2 2022.

VV

It makes sense to a degree to carry out 1 trial at a time. There was a lot of expectation however that given the fact that iCCMAT/Intelliphecy we’re going to spend millions of dollars just to set up a subsidiary Company to run the test design/development/trials and distribution.

Just strange that it’s all gone quiet.

@XYZinvesting.

Breakout or buyout?

Yes to both.

I’ve just read that post again too. I also remember the interview when Alan stated he would report back on his China trip.

He wasn’t asked to do this, he offered it of his own accord, so I was slightly disappointed that we heard nothing.

It seems like radio silence regarding China since the announcement that the trials would be done in the US.

I know you’re all expecting a question from me 😀 so here it is…

If the trial over the pond is successful, I would imagine that China would have to get approval via. trials in order to roll it out over there, or is there a shortcut?

Also, why didn’t China opt to help develop the test in their country?

Having 2 trials running in parallel would have been the ideal scenario.

VV

“I think Ciz is on BO.”

Marvellous

That must be true then.😳

The upward rallies mostly seem to occur in the afternoon.

Yanks?

It doesn’t seem to hold any of its gains when it peaks.

I’d hazard that the sells from yesterday and today were the 10-20% traders.

It’s a rather difficult share to trade, given that the spread is normally a minimum of 10% and sometimes 15%, unless you have the time and patience to watch it.

The only way it’ll hold onto gains is if the Company give the market a reason to: i.e., the much awaited trial results.

Is ridiculous.

Nice fight back. I see our 750k seller is still here, but quickly swallowed up again.

They look like rollovers.

Followed by buys totalling circa 1m into the close.

Whilst I agree with the overall sentiment of your post, I believe that the vast majority of investors here have demonstrated patience in spades.

I also agree with ASs assertion of not releasing fluffy RNSs.

However, I wouldn’t consider the releasing of a RNS announcing the beginning of clinical trials as fluff. On the contrary I’d view it as material news.

Afterall, the 28 Sept RNS stated…

The recent developments meet key milestones to begin commercial clinical trials. The Company is now engaged in clinical trials design to support the validation and accreditation of the CIZ1B test prior to commercial launch.

That’s over 3mths ago.

A patient VV

I thought that it was my cache sticking too. But this has happened twice before.

Just stick to one username son, I don’t think anybody dislikes you, it’s just friendly banter.

Have all the recent posts gone?

Apparently not.

Here’s hoping for a repeat in 2024…

https://uk.finance.yahoo.com/news/investors-lost-195-billion-shorting-012139363.html

VV

Thanks Brondby.

Much appreciated.👍

VV

What hurdles/challenges naturally come into play in achieving the same level of accuracy when moving this to a commercial scale test, apart from the necessary kit to deliver this?

Tia.

VV