With regards estimation of number of Ellume Home testing kits...

With regards estimation of number of Ellume Home testing kits "available for sale" in the US in 2021, I'd like make a few comments. I don't want to refer to any articles but instead refer to 2 interviews with Dr Sean Parsons that are on Youtube

Interviews with Dr Parsons (Youtube - ABC https://www.youtube.com/watch?v=f1mNjgok3Is & CNBC https://www.youtube.com/watch?v=a-wjC-hWFXA ) include statements that by the end of March Quarter 2021 Queensland facility will be capable of producing in excess of 200,000 per day. Assume 5 day working week = 1 million tests per week / 4 million per month. All tests to be supplied to U.S. (97.5% to Pharmacy /retail etc) with a small percentage procured by the U.S. Military/Govt. - 100,000 (around 2.5% of kits produced in Queensland) per month until Maryland facility is operational in around August 2021. Queensland production for last 9 months of 2021 = 36 million

Maryland / U.S. Facility (August 2021) capable of producing in excess of 500,000 per day / 2.5 million per week / 10 million per month. 5 months production (by end of 2021) = 50 million.

I appreciate full capacity from Maryland will be around 19 million by end of year, but for the purpose of this example I'll be more conservative.

U.S Govt are to be provided 8.5 million tests by the end of year (which is approximately 10% of what is likley to be produced in Queensland and Maryland U.S (36 + 50 million = 86 million).

I could speculate that the $231.8 million provided by theU.S Govt/Military is in exchange for 8.5 million tests at $27 per test. 600,000 before August 2021 and 7.9 million tests to be provided in the last 5 months of 2021 This being around 10% of production, leaving 90% to be sold via retail/online etc.

I'll assume that 10% of my production numbers for 2021 will be procured by the U.S Govt in exchange for the Maryland facility. The other 90% is to be distributed and sold throughout the U.S. Assuming (86 million - 8.5 million) 75.5 million tests are sold for $30, this will generate circa $2.265 billion. These are big numbers, but I'm sure there will be big risks in the distribution to various retailers/online etc OR not. Time will tell

How this affects ADO's share price I'm unsure. As a supplier of raw materials to Ellume it has great potential, and the renewal of that contract is likely in motion IMO. As most shareholders know all our eggs are not in one basket. We carry more risk in ADO's planned kits which will has greater potential profit and upside to the share price IMO

DYOR