RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:UdoTest ...My theory is that they have already told us all the bad news of the company, and that they aim to give a steady stream of good news starting on a date that noone knows about. It's clear to me that Tripp is very cautious not to give out any concrete information in interviews, which leads me to believe he is under NDA for now. It is likely in their best interest to give these updates so closely at some point to properly game the market as I seen other stocks do. This way, you can catch wave after wave of hype while deterring the bearish investors. It's not a question of if, it's when. This company clearly has good stuff up it's sleeve or else insider Roy wouldnt have bought more.
capebretongirl wrote: RelevantStock wrote: My analysis / prediction is this:
- they had the capacity to test 1000 / day in May already (with night shift like davewho is saying)
- they are not testing at full capacity or else they would have proudly said it
- from the 39 000$ end of May, I am expecting them to do between 50-100 tests per day, at most. That number could only be the batch we have received to test Alpharetta's first responders
- we might be at this very moment starting to do more test as covid 19 is getting very aggressive in the region and larger labs are overwhelmed, they probably need help now.
- much of the marketing saying we need to scale up the lab is probably part of a larger need to fund the lab for the next year and prepare for Aristotle.
I arrive at the same prediction as Jonnyboy85 when he said Q2 would reach between 100K-500K and Q3 Millions of revenue.
These numbers and predictions do not take two things in account:
- we could have received an order of 250 000 tests that in theory would make the lab operate at full capacity
- Tripp said in his last interview that the problem was not to find new clients but to deliver tests.
If these last two points were happening to be true, I would be super bullish but I must admit that nothing leads me to believe the lab is operating at full capacity, I hope I'm wrong!
I tend to agree with the numbers as they certainly would have advised us if they were at full capacity. We find ourselves always looking 2 quarters ahead for the good stuff, but in this case Q3 really does look like it will break the bank for the first time.