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"Can you explain to us how you plucked out this calculation of the sp valuations?!"
And yet Hasiba was notably silent when the original poster stated as fact that the non-covid valuation was in the 40s, without back it up.
I''d love either person to tell me how they reached their 10p or 40s valuation.
Jubblylane..” hasiba, I thought we were playing "pluck an SP out of thin air" as that's what folk are doing.........“
I agree…
lol
hasiba, I thought we were playing "pluck an SP out of thin air" as that's what folk are doing.........
Jubblylane….“ without Covid it's a 10p SP”
Can you explain to us how you plucked out this calculation of the sp valuations?!
Value excluding covid is in the 40s - It just isn't, at all, in fact nowhere near, without Covid it's a 10p SP, which we're slowly inching towards.
2I don't think we will get a placing - as colin would know that there would be calls for him to go from most shareholders."
Colin is entirely immune to shareholder feeling, it has no practical impact on him. Institutional shareholders could affect change by getting brokers to write notes, or simply threatening to sell their shares, or put co-ordinated action of some sort into place, based on holding £Millions of shares. But there aren't any Institutional holders. Private holders jumping up and down has no impact on him, no matter how many do it.
"If ODX are reading these post please give some news!!"
I've taken to sending Donkey a selection of the most active threads on here daily now, so he can read between Ticktok swipes, I'm sure he has filtered me, but you should do so also.
"Seems as if he’s happy now to watch the SP drop into an abyss!"
Will suit him down to the ground in sleepy Alva !
“hash tag....colin out now!”
Copy that. However the risk is that with so many shareholders throwing in the towel there will be too few of the seriously wronged left to vote him out.
Captain agree - re placing , can’t see it happening for a reasons you mentioned
They would need a good story to get a discounted rights issue away
Talk of placing. The last placing was 40p. YES, UNBELIEVABLY 40p and I took double my allocation because I believed in Omega and Colin.
Seems as if he’s happy now to watch the SP drop into an abyss!
i don't think we will get a placing - as colin would know that there would be calls for him to go from most shareholders.
i do think that he should have tweeted one way or another about any placing though. if it was going to happen then it needed to be out quickly..because this erosion means that any placing would be at a very low price. if as i suspect there is no placing 9which they have said previously) then they needed to reassure investors.
A director buy would put an end to any placing rumour as well
if they did need a placing i can't see II being interested - the market capital is now too low - we are almost in penny share territory...plus which II would invest in colin and his bunch of merry men
can't believe we are looking at almost 100% rise to get us back to xmas level.
hash tag....colin out now!
@TradesIn: "and why would you jump in at 10p placing when it likely fall to 8/9p! After the 40p placing I could have bought on the open market for 38/39p"
Most investors that were hoping to see a medium/long term return on an investment would prefer to take shares in the placing rather on the open market, in order for the cash to support the company. (in the hope the cash injection would achieve what the company raised for), rather than just go into the market.
ODX however have achieved only two of the stated goals for the 2020 placing, that being paying off the overdraft and spending operating capital, Medium term investors that took part in the 40p placing are now 75% in the hole, so not sure many would look to back the idiots once more, so any placing without news will be at such a discount that the IIs can take the lot and offload as soon as possible, making their 10-15%, that discount will need to be 40% plus from what we saw with GDR.
If we have to raise cash in H1 2022 it is likely to be at around the 10p mark (and even at that based on sentiment i think they will struggle to fill the need)
...and why would you jump in at 10p placing when it likely fall to 8/9p! After the 40p placing I could have bought on the open market for 38/39p.
"Value excluding covid is in the 40s."
Well we have to deduce that pre-covid the Donkey thought that he could at least bull**** his way to getting the SP to 30p (otherwise he wouldn't have accepted the 30p performance target on the EMI options scheme), but since then the game has changed for ODX drastically, the company revenue is still massively below pre-covid levels, and the expenditure has to be massively above. Also we know that the Emperor Bull****ter Kieron walked away from this years options, so the one with all the figures in front of him probably knew they were worthless.
The value without covid, based on their lower than expected take up in china, and the delay in any CD4 orders, has to be below their pre-covid level, they have pi ssed £11M against the wall after all (plus £2.5M from the DHSC), have no sales to speak of, have failed to meet any targets set for them, and just basically look like a useless bunch.
Realistically without any covid approvals and sales then we will be lucky to hold 10-15p (which i never ever thought i would be saying).
If we have to raise cash in H1 2022 it is likely to be at around the 10p mark (and even at that based on sentiment i think they will struggle to fill the need)
I don't see that if we do hit 10p then Donkey can stay in place, his position is currently propped up by the "we have increased the SP since pre-covid), if we hit 10p then that argument will dry up and he has nothing to support his position and he will have to go, going down as the biggest failure in AIM history, a CEO who signed a £374M government contract in the hight of a pandemic, and lost money on it.
He wont go without being pushed though, where the hell is he going to go with this shi tshow on his CV ?
"Thatcher don’t need to explain to you . Can you read ? If so look at year end results"
interpreted...I have no idea where the value in the 40s came from, but it seems a really nice figure based on todays share price, so I kinda like it.
LOL
Don't forget the revenue increase was based on the first year of Covid so it's not a great headline either. They just need to offer some words and direction. Even the chap from Lansdown has taken them off his Linked in, which speaks volumes to me.
Thatcher don’t need to explain to you . Can you read ? If so look at year end results
"Value excluding covid is in the 40s."
Care to explain your workings ?
"Odx advertising recently for staff."
ODX advertised and hired staff for most of 2021. Therefore advertising for staff is clearly not an indication of a +ve change in fortunes.
"DAM chief visits Alva last week."
And ?....he visited...that is the entire factual content you can take from that.
"Revenues increase for non covid products as given at year end."
Ok
"This will sink everyday until some news or forward statement is given."
The last official forward looking statement regarding finances was:-
"Overall, we expect to see an improved sales performance across the Group for the full year and to see losses reduced in the second half."
They still expect the 6 months to March 2022 to be a loss, just less of a loss than the first 6 months.
I just don’t understand the complete lack of news .
If my understanding is correct.
Value excluding covid is in the 40s.
Odx advertising recently for staff.
DAM chief visits Alva last week.
Revenues increase for non covid products as given at year end.
This will sink everyday until some news or forward statement is given
The Dam link up and how it’s going would at least be something . If it’s not going to happen fair enough but a bit of communication on the matter would be appreciated .
With out covid this is a medium to long term hold and I would say there should be value by holding .
The mms are having a field day with this and it shouldn’t be happening and in my humble opinion odx are making it easy for them and as such Odx are not playing cricket .
I’m at a massive loss as per a lot on here and I’m ok with that . It happens when trading especially on aim and it’s the risk we all take .
If ODX are reading these post please give some news!!