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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
  0.35 3.59% 10.10 9.70 10.50 10.10 9.75 9.75 258,024 14:35:57
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 12.1 -6.1 -1.1 - 44

Kromek Share Discussion Threads

Showing 4926 to 4950 of 6625 messages
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DateSubjectAuthorDiscuss
25/7/2021
16:16
I agree Mick. The old system DARPA are using is completely outdated compared with what Kromek could have achieved here. Huge potential in so many settings for this detector.

Kromek with their 2year head start on the competition (started work in 2018). With their various patented intellectual property the CEO and ST speak of. Plus Kromek having secured £10m worth of government research funding for the biological pathogen detector (funds that won’t be available to competitors). All of this give Kromek a huge first mover advantage. Their competitive advantage or “economic moat” as Warren Buffet would put it should be substantial. Glad I increased Kromek to 10% of my portfolio a few weeks ago. Hopefully plenty more rises to come.

Worst case scenario - the biological pathogen detector results are a failure. In this case Kromek have already secured 75% of this years sales in the radiation, hospital scanner and security screening business. Any future sales of the biological pathogen detector aren’t priced into the share price and government funding paid for all of the R&D. So perhaps the share price falls on the disappointment.

Best case scenario- Kromeks main products continue to perform well and the biological pathogen detector sales eclipse the rest of the business with the huge global demand successful trial results will certainly bring. In this case scenario a £1 valuation for Kromek would be an extraordinarily undemanding valuation, given 1years profit from the biological pathogen detector could equal Kromeks entire market cap. Very exciting weeks ahead. I can anticipate a lot of turbulence in the share price in the coming weeks before the pathogen detector results are due (coming months according to ST). Some shareholders will see the sharp rise in the share price and won’t be able to resist banking the profits. Doing this before the positive results are released by the independent NHS lab will be a big mistake.

aqc888
25/7/2021
14:52
Just re- reading an old article about BD21, which was supposed to replace the expensive and labour intensive BioWatch Filter/collect/send to lab/replace filter/wait 24-36 hours system now in place on US metros.

Which is on hold now..

"McDonnell, who heads Homeland Security’s office of countering weapons of mass destruction, said the new system, called BioDetection 21, will be faster and more reliable than BioWatch. He said he hopes to put as many as 9,000 new detection devices in place by 2025."


Los Angeles Times-

BY DAVID WILLMAN
FEB. 15, 2019 3 AM PT

hTTps://www.latimes.com/politics/la-na-pol-biowatch-replacement-20190215-story.html

My maths might be a bit off..but .

9000 × 20,000 dollars per unit? = 180,000,000

This would have no doubt have an ?? Ongoing Data/maintenance/service contract on top of the installation contract.

Just makes you think a little about the potential here for just one of the many stated & wanted requirements.

The UK and many European govs would more than likely follow suit after the tech is seen to be robust and operational.

.

33mick
24/7/2021
21:06
good shout

Investors Chronicle. January to December 2020. Circulation (average per issue). 30,967 ·

hTTps://www.abc.org.uk/product/2330

fanramptastic mate
24/7/2021
18:24
I think Investors Chronicle sells over 30,000 copies so a lot more people should see the story here as they read and research over this weekend…
strategicinvestor2
24/7/2021
10:30
If the results to the biological pathogen detector are positive, which they should be, given ST already says in his article that the pilot was successful... then given that there is currently no competition in the market... and given that the global demand for such a machine will be immense. I can’t help but think the £25m annual forecast profit by Hill at Equity Development is extraordinarily pessimistic. Each unit will sell for £20,000 - with a £5,000 profit analyst Hill forecasts. However Kromek make a significantly larger 52per cent gross margins on their other sales. I’d imagine Kromek would have kept the same margin when pricing the detector at £20,000. So the £25m annual profit forecast could be significantly higher. Secondly producing 96 machines a week seems to be a very low estimate given how much demand globally there would be for the machine. Sales would be limited by how many they manage to produce - I wonder how plentiful the supply of components for the machine, such as these nanopores are. Anyhow IF it really does work I could imagine the £25m annual profit forecast possibly tripled. Which remembering today’s Kromek market cap is £85m, I’d say this share price rally has significantly further to go. Let’s hope those trial results are good!
aqc888
23/7/2021
16:16
ThTs ok, davethechef. It’s what happens from here now. This is, and has been, a tough share to call/predict since IPO. come on KMK. Onwards and upwards.
b00mb0y
23/7/2021
14:31
Well I got today's share price performance totally wrong lol!?!
Held up very strongly & some large buy!
Impressive & must be on substantially more P.I's radar by now after three good days

davethechef
23/7/2021
13:07
I suspect there will be a few big buys at the very end of the day by whoever is building a position
aqc888
23/7/2021
12:49
No way I’m going to be out of the market on the day those results are out...
aqc888
23/7/2021
12:42
Too close the the release of the detector results to start jumping in and out...
aqc888
23/7/2021
11:05
Lots more repeat buys of 100,000 & 150,000 today.
aqc888
23/7/2021
10:11
YWDiS,
Lots of info scattered around here,
but 2 Covid+ varients prototypes built in ongoing trials and NHS lab performance testing happeing as we speak, so should be good news on that soon.
The full DARPA units are WiP - work in progress but news seems very encouraging, as it appears from researching around the. UK Gene sequence platform - can detect anthrax and most if not all other pathogens with appropriate software which is DARPAs primary remitt I believe + in very quick time compared to existing other platforms and very very cost effective.

33mick
23/7/2021
08:52
mmm, as its in blue, i'm thinking shall i sell or wait this time! is this the real next phase or is it just the usual annual temporary tick up?
decisions, decisions.

abbynat
23/7/2021
08:18
Very good post Mick. Has the design phase been completed ?
ywdis
23/7/2021
06:37
There's lots of questions I'd like to ask Arnab if I had a one on one meeting with him to write up an article for the chronicle , I wonder if any of these get covered??

Has he asked about the unique British Gene sequencing platform being used and are Kromek using the tech under a licence deal?

Are any of the clever micro fluid handling or automated sub systems or 'lab on a chip' designs covered by any Applied/ Pending Patent applications?

What's his thoughts on the US Biowatch program and any potential contract valuations as on one occasion it was said they might name the product 'BioWatch'?

Has he looked at placing his (ST) own ''Independent'' valuation on the many potential markets for this bio technology?
-Domestic
-Military
-Defence
-Crop protection/food security
-Livestock desease monitoring
- with related data/services/maintence contacts

-Now the MoD are involved would that help with any Portion Down 'bio testing' for the full on DARPA version to help with, speed up US accreditation?

-Will any 'airborne pathogens' detection British Standards Docs or similar be likely to be commissioned ? To Set the standards to meet.

-Has he asked about the Manufacturing partner relationships being talked about and Will this be only UK based? or Joint venture based?

-When will a Bio Product info page be added to thier web site?

-Has he (ST) a view on any Bio detection competition Kromek might have? and does he have his own opinion of any market share Kmk would capture ? as it appears to meet most requirements for full auto functionality.

-Does he think the UK will follow the US in deployment of this tech in say underground stations once the tech is certified and approved?

There's so many...but I have a feeling not many will be....maybe..

33mick
22/7/2021
23:14
To put my two-penny worth in I’d say someone’s been watching Kromek for a while. Seen it break past the 17p resistance, realised there will be further momentum when ST print article comes out and thought this is their last chance to get in. Probably see more repeat buys for the same volumes tomorrow...
aqc888
22/7/2021
22:48
Kromek never seems to behave in a rational manner, so Dave the chef is probably right. Who were all the big buyers coming out of the woodwork today?!?! All seemed to be repeat 100,000 or 150,000 orders by the same person rather than different buyers.
aqc888
22/7/2021
22:47
Kromek never seems to behave in a rational manner, so Dave the chef is probably right. Who were all the big buyers coming out of the woodwork today?!?! All seemed to be repeat 100,000 or 150,000 orders by the same person rather than different buyers.
aqc888
22/7/2021
22:47
Kromek never seems to behave in a rational manner, so Dave the chef is probably right. Who were all the big buyers coming out of the woodwork today?!?! All seemed to be repeat 100,000 or 150,000 orders by the same person rather than different buyers.
aqc888
22/7/2021
22:44
The question is whether to ride this mini wave and sell, or wait for the tsunami when the biological pathogen detector news is released - and the full commercial potential of the detector is realised, with no competitors in sight. Or be greedy and try to ride both, getting in and out in between.
aqc888
22/7/2021
21:41
It was often the case during the day, that the shares were much in day, by P.I's & the MM's, by the fact that it was NT to buy; it could well prove the case again tomorrow, but but I'd more vear on the side of a wee drop. However, we seem to be seeing higher lows on the course of recovery, so all good.
davethechef
22/7/2021
20:36
Hope your dead wrong, davethechef but that too is a possibility with this share. I could of made mega dosh with this share if I’d of traded the ups and downs but I’m still here and still hoping. GLA
b00mb0y
22/7/2021
20:07
The online version, Simon Thompson article came out on the 14th.

I wouldn't be surprised to see the MM drop this instead tomorrow morning, as I've mentioned before how they 'like to play with the SP'

Expect the unexpected re the share price with Kromek!

It's been a good day however.

davethechef
22/7/2021
19:15
Soz. .25 referring to January. A few gins to many. Ha
b00mb0y
22/7/2021
19:13
Bang on AQC. In fact I thought it rose to near .25 in late January. Whatever, I’m banking on a nice uplift tomorrow then a steady increase as we await results.
b00mb0y
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