Sourcebio Share Discussion Threads

[stuart37] 25/11/2020 08:25

Great update but no buyers!(yet)

[mr euro] 25/11/2020 08:07

Very positive news on all counts. You just know this is one of those firms that are going to do well.

[mirabeau] 25/11/2020 07:23

That's an impressive increase in income and EBITDA (a measure I detest by the way as it can conceal a multitude of sins)

not a holder but interested bystander

[bigrabbit66] 21/11/2020 14:15

Does anyone know when this company reports earnings?

[babycheeky] 15/11/2020 14:56

LOL

I see you’re still giving yourself green ticks using your extra handles LOL

[discodave45] 15/11/2020 14:34

40m doses of the Pfizer vaccine is to come to the UK, if SBI can successfully tender for a fraction of this then once again non of that income/profit will be priced in at the moment.

[discodave45] 15/11/2020 11:38

£120m core business value in 5 years plus testing.Is it realistic to say that testing EBITDA in 2021 could be £6m per month? (10500 tests per day at £40 per test and 50% EBITDA margin - NCYT's EBITDA margin is 68%).Wow!

[babycheeky] 15/11/2020 10:49

dave buy a piggy bank and put your money in there it is about all you could get right. About your level as well.

[brummy_git] 15/11/2020 09:14

Article here wrt the huge potential opportunity for SourceBio's storage division - to help the world safely stockpile Pfizer's/Biotech's (& others) breakthrough CV19 vaccine ahead of next year's infection season.

hxxps://www.linkedin.com/posts/paul-hill-a5994116_sbi-covid-vaccine-activity-6733665670153744384--lgK

[babycheeky] 14/11/2020 19:56

Hi James

LOL

You just love trying to pretend your the nice guy LOL

Truth is you are a nasty dishonest liar and anyone who disagrees with you dave you show just how nasty you are.

[discodave45] 14/11/2020 19:38

Hi James,Will have to listen to it again as didn't quite get whether they also have the stability / storage capability for the -80c c19 vaccine requirements - my impression was they (Jay) were saying they will have but not certain their own storage tech went to such low temps. Could also be another significant income stream for them.

[james188] 14/11/2020 18:32

On the IMC presentation last Thursday, it was announced that the company had just received a letter from DHSC advising that it had been accepted as a partner within the National Microbiology Framework Agreement. Presumably that was the tender placed on 5th June 2020, which had an estimated total value of £5bn.

Excellent news, but a subsequent tender covering exactly the same services was launched very recently (11th November).That tender has a submission deadline of 7th December. A four year contract period is stated, expiring on 7th December 2024. I am not clear if SBI is automatically part of that extended contract or whether it needs to file a further tender (I imagine the latter, with an additional budgeted figure covering the extended period), but it is clearly in prime position in any event.

Despite all the excitement in relation to the infectious disease testing business, it was interesting to hear the company say that healthcare diagnostics is the area where it considers that the long term prospects for growth lie - expected to be about 50% of future revenues.

The company is still relatively under the radar and evolving fast. It could be a very interesting journey.

[pob69] 13/11/2020 14:44

Interesting to see Richard Griffiths on board with his investment (of which he has many as listed on the link - probably out of date but shows the good, bad and ugly)....

He has had a long career founding, running, investing in and advising growth companies. Previously, Richard was founder and executive chairman of the Evolution Group PLC, a diversified financial group, taking it from start up to FTSE 250 membership within 5 years. Richard subsequently went on to become founder and chairman of ORA Capital Partners Plc in 2006 and later distributed the company's profits and assets back to shareholders in 2013, before setting up ORA Limited in Jersey in 2014 and at which he remains chairman. In addition, Richard has been a venture or strategic investor in many successful UK companies including IP Group Plc, Nanoco Group Plc, Tissue Regenix Group Plc, GVC Holdings Plc, Oxford Nanopore Technologies Limited and Plectrum Petroleum Limited (sold to Cairn Energy Plc)

[babycheeky] 13/11/2020 11:31

Bloody heck you are quick giving yourself 3 tick up.

LOL

[babycheeky] 13/11/2020 11:30

You don't learn do you dave.

Posting false accusations.

Posting lies

Trashing numerous threads

As for your pointless posts LOL

Your days are numbered young man.

[discodave45] 13/11/2020 11:28

Looks like yesterday's presentation is kicking in.

[babycheeky] 12/11/2020 23:31

Have you not realised yet dave more and more people are seeing just what you are.

[babycheeky] 12/11/2020 23:30

LOL

You are so funny dave posting all this rubbish and then ticking up your own posts using your extra handles.