Good morning, it’s Paul here with Thursday’s SCVR. Timings – I’m on the case nice and early today, so we should have a decent report up earlier than usual. I’ll try to make some inroads into the backlog too, maybe with briefer comments later. Covid/macro preamble – antibody testing The most significant news yesterday was that a UK authority has given approval for a covid antibody test made by Roche, which has proven close to 100% accurate. The way I imagine how the future might look (important because small caps investing is fundamentally all about predicting the future), then I see an antibody test as being a game-changer an important step forward. Take me for example, I’m fairly sure I had covid in March/April, because as I’ve previously mentioned here, in my London home all 4 of us came down with similar covid-like symptoms, at the same time. The eldest member of our household had to be hospitalised, tested positive, and died after spending a fortnight on a ventilator. The remaining 3 of us recovered, but it’s taken about 2 months to actually start feeling well again. Hence for that reason, I am fairly sure I’ve had covid,…
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