Genedrive Share Discussion Threads

[premium beeks] 24/7/2024 09:32

Excellent point baconeggblackpuddinginwhitebloomer. I'm interested in future P&L, can you advise your thoughts here?

[hazl] 24/7/2024 09:31

Absolutely eggbacon I agree completely.

[eggbaconandbubble] 24/7/2024 09:22

PLEASE, Can we all stop this petty sniping. People come to read these message boards to learn and get other peeps' opinions on the relevant companies.

Having to plough through pathetic gripes with other posters is just waiting everyone's time.

We're here to make money. Not read some drivel that makes Love Island look interesting.

[premium beeks] 24/7/2024 09:04

So (to summarise) I'm currently awaiting feedback on P&L for 2024-2026 from!HazlZ1coEggbaconsausagebeansandhashbrownsCan I have these by lunchtime please.Thanks so kindly,Beeko

[premium beeks] 24/7/2024 08:59

So no one can counter my P&L post then. And since then it's just been post after post of "you make it about the posters". Criticise the post, not the poster. I'm not taking the bait as Brownstone states (thanks again for an excellent thread Brownstone).Meanwhile, ticks in to red territory. Hazl, I think your posts (and associated criticism) on the other thread speak for themselves. It's not for me to judge, I'm just here to discuss the company.So it's agreed, there's massive chances of dilution post announcement (or even on the day, I saw this with another similar share earlier in the year).

[z1co] 24/7/2024 08:51

Apologies for off topic again

hazl don't worry about Beeks comments , he has lost over £100,000 in CLCO and has cost many other investors £1000's by encouraging them to buy CLCO shares.

Even last year the idiot was RAMPING CLCO with 10p target.

Look at the price now it's no where near 10p in fact it's near 0.1p

WOW.

He's got the cheek to make comments about you

LOLOL

[hazl] 24/7/2024 08:44

Post 287.

I think in that case it is valid to point out that I made a good profit from it when it was first successful during covid.
And getting in subsequently afresh, when the product from preventing deafness was in the news,and through adding at some of the lows recently, I have made a nice profit and very comfortable with supporting a good company and doing quite well out of it .


I have some shares that are my solid investment, that I have had since then, to support this company, throughout, because of the good I felt they have done for society.
Unusual for me to get attatched but I am happy to do so.

Again you make it about the posters.

If you seek to rubbish my trading style that is what you get.
If you seek to denigrate why would you want my opinion on the rest?

It is just talk, you are just trading the dips, perhaps at last you have learnt.

But being pleasant to everyone doesn't hurt does it?

[premium beeks] 24/7/2024 08:39

Thanks very much my English Breakfast friend.This is a place to debate, can I ask your thoughts on the figures? After all the success of GDR will be in making a profit for shareholders.Can you share your thoughts please?Can I ask what you thought of Z1cos last post on my assumed (incorrect) location - was that pointless?

[eggbaconandbubble] 24/7/2024 08:36

A completely pointless post Beeks.

[z1co] 24/7/2024 08:35

Beeks

Off topic i know you're from Beeston in LEEDS so why did you deny yesterday.

After all these years claiming to be Arabian , you're just a Yorkshire lad!!!

[premium beeks] 24/7/2024 08:31

I think it's quite valid to point out you have been here since 20p odd Hazl, just like it is for people to point out I don't hold (not sure how they know my minute by minute position of course).

Can you counter anything in my post, do the figures make sense? Same question to you Z1co.

[hazl] 24/7/2024 08:29

The bb deteriorated again by those who make it about the posters instead of the
the brilliant strides made by GDR and it's potential going forward!


Yes there is risk but this is the best place it has been in, with FDA and NICE involved.

[z1co] 24/7/2024 08:22

MM's playing games in the morning just like they did yesterday before taking the price sharply higher in the afternoon.

It's NT to buy any @ 4.25p

[countbasie1] 24/7/2024 08:18

Where is Spartacus?

[batiatus] 24/7/2024 08:15

bone698, refer to my previous post. All the answers are in there. Copied below:

There are just too many unknowns and things that could go wrong.

I've already mentioned one of the red flags being the low income stream. GDR needs the kit to work to keep the company afloat and stop future placing. No more room for mess ups. But we don't know for sure until it happens. NICE might not be given or it could come with conditions.

Assuming that NICE is given，there needs to be a strategy to mass produce the kits. By that I mean a financially healthy and error free production line. Another phrase where many things can go wrong. Who is funding the up scaling of production remains unanswered. NHS grant or another placing or third party loan?

Investors would also like to see a clear strategy for a profitable business. How will they bring in sales contracts, how much production and how long until the company become break even and financially self-efficient remains unknown.

Everything is up in the air but you are selective in what you want to hear anyway. Everyone here wants a quick profit. They will not want to wait around for GDR to overcome all that. Hence I think it's a risky play.

Look at MATD today. Production work commenced today with estimated time of completion in mid-august. Nothing wrong with that but the share price drops!

Unless you can tell me on the 31st July GDR will rake it millions then tough luck. Because there is still a long road map until we see a healthy balance sheet

First and foremost，they need to get NICE FULL recommendation (a certified product) or it's game over because if not they won't have a product to sell.

Unless if you admit that you are only in for the spike (like most), then none of the above would concern you.

[premium beeks] 24/7/2024 08:13

So from Z1cos excellent post last night (very much appreciated, thank you Z1co)

For CYP2C19-ID Kit the Company estimates that the total addressable UK market is up to £8.5 million per annum, based on the assumption that there are over 100,000 strokes per annum and an estimated customer price per test of approximately £100. The EU market is estimated to be c.£93.5 million, the U.S. market is c.£67.6 million and rest of the world markets approximately £51 million. Market estimates are based on end user pricing.


This is based on end user pricing, so you have the lab pricing and the manufacturing pricing to take in to account. If markup is eventually 60% on these that is 40 quid a pop, and there are other tests available so they won't have the full market.

So let's deduce for ramp up in Y1 that the market is 20% of cases (20000) and GDR get 40% of this, that's circa 1m in year one minus ramp up costs taking us to early 2026.

And that's with nothing else going wrong and the need to get approval in other markets.

The cap will be out well before then.


But not to worry, there won't be anyone left here except Hazl (likely looking confused as to why this isn't the golden goose she expected). I can probably bet my left nut on 90% of the thread to have moved on way before any announcement, if not already.

This post brought to you by Beeks, the market mover and market shaker.

[premium beeks] 24/7/2024 07:56

Thanks Bones. What would you class as a weak holder, is that someone who has discipline and sells at their defined sell point, or something else?When you finally sell, will you class yourself as a "weak holder"?

[premium beeks] 24/7/2024 07:55

Morning all. Here's to another wonderful day for all!

[bones698] 24/7/2024 07:51

Batiatus
Regarding sce, that's a big gamble as the management there are appalling. They almost bamkruoted the company leading to the 1p raise and have just blown 5m in 2 months already. I sold out of the spike on Friday and they are on the edge. They can't afford any issues in the next 17 months there or it will likely be another fund raise to keep going.
Won't make a profit in 2025 and given they haven't strung 3 months production together without major issues arising it's very much a big gamble.

[bones698] 24/7/2024 07:42

This is getting ready to move upwards again strongly. Flush out the weak holders and will move up sharply. 6p coming soon target 1

[z1co] 24/7/2024 07:18

Can't buy a bean @ 4.25p , NT

[countbasie1] 24/7/2024 07:02

Henrycnt Oh dear

[hazl] 24/7/2024 07:01

Ah I see the traders have been at work trying to talk it down again.
Yet they weren't worried about any of the things they have dreampt up when they went in for the second or third time, I note.
Still an exciting time for GDR.

It is important that everyone does what 's best for them.