Member Info for Weathergeek

Holding keeps growing.. Love these accumulation points 50% under highs. SP took till June from April high to drop a full 50%. Has seemed to bounce up from there and is holding a rise well. Happen's quite regularly after share price run ups. When you get them on the right shares that go back to old highs and surpass them, it can be very profitable. I expect that and some here. GLA

We await as your credibility lays in TAATers Vas...

Up on a down day, reached the bottom?

So much talk of testing over the weekend boards. ODX, GDR, AVCT, no real sales, so many followers. Little old MHC under the radar with a BOOTS contract and millions in sales before summer hols and opening up. When will the testing herd clock it?

Vas, Just read any post you do on ZOE, Then read that TAAT post. Anyone would think you were cross ramping TAAT. You've never sounded so bullish. It's all in the tone.

And you didn't think to mention the market cap and price comparison. Give it a rest.

Shorts closed yet?

Very soon I hope! When growth like this comes, the only thing that can halt is is stock problems. Last RNS sounded positive on stock so lets hope quickly and supplies will be higher so they don't run out so quick next time.

Personally I think the market and many are under estimating sales potential here. Cant wait for the next trading update!

Interesting Jarv, so a firm with no deal with Boots was doing 10,000 test a day.

Tests were £79 so thats £23m a month in revenue for this firm.. Wonder how MHC will do July Aug..

Cheers Paul.

Still hunting but its not easy, all data is old so not relevant to now.

This is a damn lot of planes flying right now though..

https://uk.flightaware.com/

Heathrow arrivals and departures look very busy to be fair. Not sure on passenger numbers but the planes are certainly still going.

https://www.heathrow.com/arrivals

https://www.heathrow.com/departures

Gatwick looking busy too with a lot of Easy Jet.

https://www.gatwickairport.com/flights/

While clearly not normal levels, you can see the numbers are large now we are in Holiday season.

Sales will be large.

Anyone have any links to travel data for the UK? I've found a few sites that want money for the data but not sure how good it is.

Can't seem to find much realtime and up to date data. After flights passenger numbers in and out of uk and Sea crossing data.

Any help with links appreciated, Will keep looking.

Thought I'd check those competing companies websites with the website checker that is seeing huge growth for MHC...

https://www.similarweb.com/website/odxinnovations.com/

https://www.similarweb.com/website/genedriveplc.com/

This is what you find..

We’re sorry but...

We currently lack sufficient data to show complete estimations for this website. Rest assured, we are working tirelessly to provide the world with the most reliable data about every website and every app. If you are the owner of *********.com, you can connect your site’s Google Analytics, to present your data on SimilarWeb.

Asked in my local store how many they sell. Good few a day they said.

Website traffic up to 114k visitors
https://www.similarweb.com/website/myhealthchecked.com/#referrals

Thats well worth a look through. You can see over 500% growth in traffic from the USA being the 2nd country with 2%. 90% UK.

Most of the traffic is being directed from here.. https://www.covid19-testing.org/travel-testing

With over 100k hits from people mostly looking for tests. I'd be interested to see the conversion rate to sales. This is something that is not a browse, its law and people are looking because they have to buy, Must be way higher than your average site.

So we've got 500 Boots stores, and a very strong growing website. How many sales these next 2 months? Tens of thousands? Hundreds of thousands? Millions?

Exciting!

Sorry Paul, I didn't clock Boots were £65. I'm just running various numbers and all look extremely good for a £28m market cap.

100% The Boots link up is the winning story here, also the Easy Jet link with Boots which links us.

Even on the smallest of numbers, its pretty large amounts of revenue.

@Lord Paul, Not on their site it isn't. Start at £80

@Bakky, always optimistic.. what numbers do you expect? I'm trying to find data, It was only when I heard 200k in the Balearics that i started to see how much could be coming. You can't fly without testing, numbers will be huge. No where near normal travel levels, but even at those worst easy jet numbers, its huge for sales.

That’s an average of 683,333 per month. So even if Easy Jet had 2 months that bad for July and Aug. That’s a potential 683k x £85 fit to fly tests per month. A cool £58m per month just for one of the tests!! Of course being summer, and lockdown lifting, I think the numbers will be way higher than the 89% decrease in winter lockdown.

This is without even mentioning the travellers arriving here and the test they must do by law.

I literally can see NCYT type growth in sales here. Explosive growth for sure.

Great short term op for a re rate as these guys are going to rake it in these next few months. I expect some tasty trading updates to come.

DNA testing looks good longterm. A boots deal would give silly sales numbers again on just one test a day in each store let alone online. As someone who is intolerant to a lot of foods, I know a lot of others are interested in knowing themselves see this as a big market..
https://myhealthchecked.com/at-home-dna-testing/

Trying to find some more realtime data for travel numbers but not having much joy. If anyone can get numbers going through airports this summer, post it here please.

Let me bring a few things to the attention of the BB. Not many have clocked what’s about to happen here. Been doing some research and I’m liking what i see, I’ve got some calls wrong during covid and quite a few right, I feel this is very right.

Look at these trades, note the dates.

05-Jul-21 13:47:46 3.85 1,449,737 Buy* 3.50 3.60 55.81k
05-Jul-21 08:52:10 4.00 665,476 Buy* 3.50 3.60 26.62k
05-Jul-21 15:48:39 4.10 1,951,219 Buy* 3.50 3.60 80.00k

Just before this trading update, yes I’m saying those big buys knew this update was coming.

https://www.lse.co.uk/rns/MHC/trading-update-qq9p5v8j5e51oyp.html

This was released just before the “summer hols” and kids breaking up, I think it was a big hint to expect huge growth. The market seems to have missed it.

Who heard the news yesterday? Balearics to go on Amber list. 200,000 brits there now this minute. That’s just those Isles, no other countries, right now this week.

Only next week do the double vaccinated who have had both at least 14 days ago get away from quarantine and day2 & day 8 test. All still need fit to fly.

Rules here.. https://www.gov.uk/guidance/red-amber-and-green-list-rules-for-entering-england?step-by-step-nav=8c0c7b83-5e0b-4bed-9121-1c394e2f96f3

The more I read them, the more I see huge sale numbers here.

Have you checked the price we sell at?

Fit to fly = £80
Test to release = £85
Day 2 Test = £85
Day 2 & Day 8 = £170

https://myhealthchecked.com/day-2-day-8/?msclkid=1bd5b7933c561720bd34d77cbd715deb

Prices are per person. Those numbers don’t take much to add up.

Now we have heard the EasyJet deal with Boots so we know a lot of customers will be coming our way from that as well as just from Boots.

Currently those 200k who don’t make it home in time and hit the amber list would need to buy Fit to Fly (already have) Day2 & Day 8 and Test to release for a total of £335. This is law.

Lets run some numbers…

Boots has 500 stores.
Sell 1 test a day at £85
500 x 85 = £42,500
30 days x £42,500 = £1,275,000

So we can see were £3m in sales has come from. Now its summer season and UK gov’s late surprises for holiday makers. How much will that cost then?

Lets say only 100k of those Balearic travellers are lumbered with day2 & 8 and test and release.

170 + 85 = £255
£255 x 100,000 = £25,500,000

All of them 200k… £51,000,000

You can see how quickly the sales mount up here. We are only talking 1 week of the summer hols with 200k in the Balearics.

Those 200k have all had Fit to Fly tests. Thats £17m in revenue. Won’t all be MHC but with our deals, a lot will be.

Looking at Easy Jets worst ever trading update in the midst of a lockdown from April…

“Passenger numbers2 for the six months ending 31 March 2021 decreased by 89% to 4.1 million”

You entered at the wrong time Roger. Shares tend to work like this...

News of amazing earning potential sends share price way over what it should be as it was just news but everyone buys.

Share price retraces to under value as investors get impatient and sell as the results etc trickle out showing news needs to become profit but hasn't yet.

Company either performs and delivers said news/growth etc and share price goes up or it tanks because it was maybe over selling the news.

ZOE news = Huge distribution deal.

We are in "no mans land" in-between news and delivering on said news. Its a great time to buy. Not when the news and hype is "new" like 6 months ago. Just be patient and if you can afford to, average down. Long term, you won't regret it.

Understanding news flow and trading according to it, will save you looking at and acruing losses.

Or just buying and holding long term and not looking at daily or even weekly fluctuations. Long term view etc..

GLA. Personally I've never been in a share with such a clear distribution path to success. Super exciting but it will take time to have fruit from the seeds.

Take your position. Not money other companies are on a journey to sell to 100k stores over 5 years.

Bid hit 20p on my HL account after hours. Clearly higher prices for any numbers for after close trades.

Indeed TC! The usual mob got the placement shares so looks like someone new or a deep pocketed PI. Some chunky block buys today.

just checked the rest of the trades for the day, clearly someone taking a large position today. About time!