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Share Name Share Symbol Market Type Share ISIN Share Description
Kromek Group Plc LSE:KMK London Ordinary Share GB00BD7V5D43 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.025 -0.16% 15.60 15.25 16.00 16.25 15.375 15.63 2,139,432 16:35:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 10.4 -6.3 -1.5 - 67

Kromek Share Discussion Threads

Showing 4826 to 4848 of 6025 messages
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DateSubjectAuthorDiscuss
17/7/2021
11:10
There is alot of frustration from investors over the management from the past few years, with a lot of disappointments. However what we are waiting for here is a scientific result, not a business result. A lot of other people posting on lse and advfn are constantly criticising the management of Kromek (including myself). But I’d say we should be careful about blurring the two. Kromeks scientific results have been consistently first class in the other products they develop, often world leading. Management results have been consistently poor. The potential scale of this scientific result we are waiting for would be difficult for even a poor management team to squander. The new Chairman this year should also have the experience to provide good steady guidance
aqc888
17/7/2021
10:50
Headline in a paper today suggests lockdowns will return in September... just as machine is due to be released... but remember the uk is only a very small part of the global demand this machine will have if it works https://www.dailymail.co.uk/news/article-9797637/UK-coronavirus-cases-stay-high-MONTHS-autumn-say-SAGE.html
aqc888
17/7/2021
10:47
“ expect some exciting news within the next few months” Simon Thompson IC. Also “commercial roll out later this year”. I’d be interested to know if the machine detects all covid strains or needs different settings/machine for each different strain?
aqc888
17/7/2021
09:54
What's the timeline for the results? I see product is already being trialled. A matter of weeks, months?Given that it's fairly certain of an acceleration of infections and new variants over the coming months and approaching peak winter, is it safe to assume that it will be expidiated to market if viable?
dexter1612
17/7/2021
09:37
I don’t think anyone should underestimate the difficulty in achieving what Kromek are trying to do with this machine. I remember reading an article a leading scientist in the field (I posted it previously but can’t remember where it was from) saying what a difficult task it was. Comparing it to finding a needle in a haystack. Personally I’d give it a 50:50 chance of working. The positivity from ST and constant positivity from the CEOs comments encourage me slightly. BUT since the potential earnings from the Biopathogen detector isn’t priced in to the share price AND Kromek haven’t used any of their own money to develop it (US&UK grants). It seems that Kromeks regular business is performing well by itself without this machine. So we are basically getting a free ride on a 50:50 chance of the detector actually working. A detector which will completely re rate the share price. I’ve increased my holding to just under 10% of my portfolio. I don’t like investing in individual companies at all like this but this is an exception and I’m very nervous about doing this. I’m up 17% so far on Kromek and keeping a very close eye on what’s going on here, can’t wait to hear the results
aqc888
17/7/2021
08:17
Just edited out the Peel Hunt ref from my post yesterday as after checking there isn't any recent coverage I can see by them on Kromek. As was mentioned in the 'who sells the other 80%' post I was replying to. If I'm wrong please correct me... The 300 and 500 mil dollar figs are both from Paul Hills articles (01&03/21) which have been referred to a couple of times now by ST. Investors Chronicle. Note ST has not stuck his neck out to attempt to place a his own valuation here...be interesting if he does. March 2021 Equity Development- "and field trials will take some months, but assuming Kromek can ultimately acquire say a 20% market share, then this could translate into an approx. £100m pa opportunity, generating c.25% drop through rates. Which using 3x sales &/or 12x EBIT multiples – might lift the market cap by £300m (or 69p/share) vs £73.4m today. " Jan 2021 pdf article. "How big could this become? Not surprisingly, this is a huge untapped market. Indeed hypothetically if these devices were priced at just £10k each. Then ultimately the TAM might be worth >£500m pa, including high margin, recurring revenues relating to daily sampling."
33mick
16/7/2021
16:18
Thanks Ark87, ok I will do latter... Agree it needs the confirmation that the NHS lab accreditation will provide by the sound of it to really get the confidence here. But I just think it's a given really.
33mick
16/7/2021
15:36
Great posts Mick. I think it's possible our Covid detector could see more demand then any of us ever imagined(if proven to work well). Any chance you can copy your posts to lse also? Not everyone reads advfn.
ark87
16/7/2021
15:17
Thanks Mick, I know a little about RNA/DNA sequencing, investment wise, through a long holding I had in SMT. Illumina, is one of its largest positions and they provided Moderna with the genetic sequencing for Covid 19, within 24hrs of receiving it, and are considered the benchmark. Fascinating to know what Kromek are using and how massive companies like Illumina would view them.Illumina and Moderna are now of course mega companies trading at billions of dollars. No direct comparison of course but in a relatable market.
dexter1612
16/7/2021
14:52
The very first bit of digging I did last November was to figure out which unique UK RNA/DNA sequencing platform Kromek are using...that's the main reason I invested here as its vastly superior to any other platforms which are clumbersome lab based tech. It's never talked about here so I don't bother mentioning it anymore, plus it's Commercially sensitive hence Kromek never name them. All any other competitors will be hard pushed to match it. No other platforms to my knowledge are near in Cost -first, Realtime -2nd Accuracy -3rd Size -4th If they try to use the same UK platform they're 2 years + behind Kromek and maybe they wouldn't deal with them anyway......who knows
33mick
16/7/2021
14:39
If the 'IP' rights and patents are locked in, it is probably a race to be first market mover for these detection machines. The new 'buy' UK and support UK innovation should definitely help. Already being chosen as a supplier to DARPA suggests to me they have met many challenging benchmarks that most would fail, to supply the US military or be on the cusp of.If this was on the Dow or Nasdaq it would be worth a fortune.
dexter1612
16/7/2021
14:27
It tells me that some small American company will come along and get there before kmk. Only because kmk are too slow at getting there inventions to market.
b00mb0y
16/7/2021
14:20
Cheers Dexter, I started making a list of JUST the Bio related news that we should /could/ might be hearing from Kromek which will probably have a positive effect on the share price here, and generate ongoing media interest. I had to get a bigger sheet of paper.. - News of 3rd party 'NHS lab' 'bio unit performance / sensitivity / Covid detection results. - Feedback from ongoing various UK Gov bodies re- Bio accreditation/validation/standards definition - Futher trails announced (UK) - First US DARPA field trails / Prototype being produced for such - Kromek's web site update with new Bio unit product page. Official product range name etc info for potential customers to show interest. - Technical Press coverage in Science/Physics/Engineering/Technology mags /periodicals - Other Analysis/Broker coverage.. - News about Bio manufacturing partnerships progress. Licence deals. - More prototypes being commissioned. (2 at present ?) - Interest from any Euro governments/Bodies - UK military interest /trails - Portland Down etc - Request s for trails by say - Cunnards or Cruiseline industry or any lead or launch customer news. - News about the DARPA vehicle mounted prototypes progress. that's just of the top of my head. There's probably a lot more....
33mick
16/7/2021
14:05
For someone who just invested here having done some DD, thats an really informative post Mick, thanks.
dexter1612
16/7/2021
11:47
AQC888 in Nov last year DARPA and the US Defense Department put out a solicitation to all US tech companies to attempt.....Again... to develop a 'lab in a Box' fully automatic multi Patho/Virus/Bacteria Airborne system. Under the SenSARS project, I've read since then that some companies that meet certain very strict requirements were elegble to be awarded 500k US grants with another 500k on milestones being meet. This against Kromek's is it 13 million now? They are very keen to get this technology up and running and the tech hasn't been there up to recently to achieve their goals. So any Bio Covid virus other detection units that I'm sure we will read about in the future have to be 'lab in a box' Gold standard PCR+ they already use/have filter collect- send to lab set ups now. Kromek are miles ahead in their development and have met all DARPAS milestones so far....the others if they do appear are at early prof of concept stage I would imagine. So its probably prudent for any serious analyst to assume Kromek could have competition in a couple of years? But the 20% share of the market for Bio units and the 500mil dollar (Paul hill ) global market are just estimates and could be much higher. If you read any of the Biowatch US news they talk of multi year contracts of multi billion dollar sizes to role out this bio protection across US cites. Developments in Gene sequencing is not standing still...the UK tech that Kromek are using(my assumption) for example has been vastly improved performance / sensitivity & time wise since the start of Kromek's project. As you might have noticed the detection times mentioned by Kromek are now down to 30 mins or less. There appears to be many overlapping US military/gov/security requirements and 'wants' that it's only a matter of time untill we hear of a Kromek prototype unit being shipped to the US for field trails there. hTTps://www.militaryaerospace.com/sensors/article/14186667/sensors-airborne-pathogens-covid19 'The SenSARS project aims to identify SARS-CoV-2 signatures suitable for rapid indoor air monitoring and develop a TRL-4 prototype sensor. ARLINGTON, Va. – U.S. military researchers are asking industry to develop technologies for sensors able to detect low concentrations if airborne viruses in room-size spaces within seconds to minutes to help detect the presence of pathogens like the COVID-19 coronavirus and prevent its spread.
33mick
16/7/2021
11:23
QuePassa - Are you implying KMK's Covid detector could be outright fraud a la Theranos? What are you trying to say here? edit: not surprised you deleted your post you utter muppet
ark87
16/7/2021
08:34
There isn’t a comparable detector out there....
aqc888
16/7/2021
08:33
Analyst Peel Hunt estimates Kromek could gain a 20% market share of the annual market for the detector. (£25m annual profit). Who’s selling the remaining 80%????
aqc888
16/7/2021
08:18
I doubt companies like this would think twice about ordering a detector per floor to avoid wearing face masks... https://www.google.co.uk/amp/s/www.bbc.co.uk/news/business-57855681.amp
aqc888
15/7/2021
10:00
Hi - what are your main assumptions in your projection of 70% share price rise ? I see much greater potential but haven’t done a detailed forecast at this stage ? Thanks
strategicinvestor2
15/7/2021
09:49
Feeble attempt to deramp a stock up 10%. The price and volume shows this is now in play.I can see this up 70% in six months
ch1ck
15/7/2021
09:17
AQC888 and 33mick - good posts from both, appreciate it. The presentation really helped me to see the whole company and the exciting potential in all of their areas. For the timelines, I was like "yep, that's what I thought". For me, Arnab came across as a bit more street wise too, in terms of not promising the moon tomorrow. They're dealing with many high level government agencies. He mentioned there are no standards for air monitoring of COVID. We're emerging from this pandemic and... anyway, suffice to say, I'm a confident holder now. DM
dougmachin
15/7/2021
08:41
The ventilators are a perfect example of managements inability to communicate and manage investors expectations. I’m aware that at the start of the pandemic everybody including governments thought ventilators were the solution to people suffering with covid. However, as far as I’m aware the medical guidance changed and people suffering were given oxygen. Ventilators were only given to people in intensive care. There are not that many intensive care nurses and beds to go around. So having ventilators without the accompanying nurses was no use. So this was not a fault of Kromek. What is categorically the fault of management is not updating shareholders with this very reasonable explanation of what happened. The result of this is a very angry Que Passa who now disbelieves all the other things the management say. Another example of the failure of Kromeks management. If you can see through all this inept management. Then I think there’s an interesting company. A company in which a very experienced Simon Thompson has clearly identified as having huge value and upside. The problem is new investors have is that there is a huge queue of old fed up investors waiting to exit and keeping the share price suppressed
aqc888
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