Deca,Thanks for an awesome post, you seem to really know your...

Deca,

Thanks for an awesome post, you seem to really know your field. That's the kind of information you'd expect if another analyst was to do a new report ... thanks for the massive effort.

You've given me (and likely others on this forum) a lot of catch-up reading to do ... it'll take time to get through those links & get back up to speed.

I have just one question for clarification, from what was otherwise extremely well explained: what did you mean by "home brew" when you noted that "that a substantial 'home brew' market also exists in the US"?

Also, towards the end of your post, and possibly hinted at by Lemas, am I right in picking up that their might be a deal in the making between Polartechnics and Genera, to bundle the PLT self-sample device with Genera's testing technology?

Oh, and regarding the report not taking the dilution into account ... yeh, that was a bit dodgy, very misleading if you just read the headline and missed the warning about the dilution. Given that it was picked up though, it was a simple * 2/3 on their valuation (which was still pretty good). The Pattersons report took it into account.

Cheers, and thanks again.

p.s. do you mind if I use the contents of your post in an e-mail to Polartechnics, to ask where their test stacks up within the context of what is now available? Alternately, advise if you are going to send the e-mail, as you might want the information specifically for your decision-making process re. the IPO.