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BIGBangs, it'll be nice if/when "increasing production" is actually something we need to fret about, at the minute, it's not a problem, as we're not producing anything (unless of course you're one of those people who think we've been manufacturing and stockpiling for several months already)
Sorry Jubbly, we can agree that we will receive significant orders from others and I still hold in anticipation of the day when our biggest problem will be how we can increase production (obviously above the 100m anticipated) to satisfy demand. ATB
Well personally I happen to believe that the actual orders we receive from the DHSC will exceed the provisional indication of upto £374m that we currently hold. Your money your call.
I keep saying it, the longer it goes on, the less likely it is that we'll enjoy anything of any note from the DHSC contract, certainly absolutely know where near the £374M value that keeps being chucked around. Private and Export sales is where we'll make our money
If Omega are cassetting for Surescreen, surely Surescreen would be paying Omega directly from their contract money. Makes more sense than the 'short term cassetting' narrative.
nice to see tom_the_bomb has ODX sense of humour, using the word imminently.
So looks like we can dial back all the lather from some that thought ODX had been processing 11M cassette per month from Surescreen @ gross £1.70 . We are back to the far more likely scenario that this was a short term thing and ODX pull in less that £2.8M for HMG, hence why no payments on the gov transparency pages.
And now we know that uk gov have no committment to select a test for ODX to manufacture, and therefore the delay was never because ODX was waiting for HMG to pick a test, we revert back to the position that ODX has to come up with a test either their own or some other validated one, then wait for an order. Gov does not tell them which test to make.
Darkside
Finally TWatcher has moved away from the darkie and is positive about Omega. The tide is definitely turning. He's definitely bought in at this point.
Says the biggest rat on here HA HA HA
he would have to rns anything that needed to be.
conclusion - he is still "talking" to other companies ...FFS ............and waiting for approvals.
seems it is no longer omega cassetting
tick tock colin
busy busy busy
CK believes he does not have to communicate with the investors or market .
not at all Benny, don't take my message the wrong way, maybe i worded it wrong, no offence intended.
thanks for the info, but just trying to convey need FACT from the company now as to EXACTLY what they are doing.
its been a LOOOOOOONG waity !!
Hani, suggest after Wallbrook confirming below & Q218 you take your position based on your attitude to risk / reward
Last 18 months was building up capacity to this point today - 100M LFT’s a month
Visitech becomes a U.K. Sovereign test with HUA and Omega will enjoy a serious rerate
Risk reward … sell if you think it won’t happen , hold if you fancy a gamble , that’s the position today for all of us
Looking at all the Data we have a decent chance Omega pull this off.
Blubutton been like that for the past 18 mth, we as investors relying on speculation and social media, sick of it cant wait
its ok saying this benny, but of course we , as shareholders, want to know EXACTLY what they are doing. not how many are in the car park, or how many units they now have.
we cant get hold of anyone to discuss out investment, as i alluded to last week.
currently we have only speculation and assumption, its time for something factual.
one suspects we are on the cusp of this, but of course we have been expectant since April !!
Benny, agree.
News has to be soon, something going on, we really are in a big risk / reward situation
Q218 explained below - saves scrolling
https://twitter.com/tom_the_bomb__/status/1442918307925872644?s=10
We know the risk / reward if Omega pull this off, Sovereign test status with HUA, serious rerate, we should know very shortly one way or the other.
Looked like someone picked this up yesterday and Wallbrook responded - please see link below
Shout out to Simon who identified the grammatical difference / contacted Wallbrook who responded 5.40pm yesterday confirming we are not producing for Surescreen anymore, then shared the information.
Goes back to Q218 below , looks like this is the master plan
https://twitter.com/simonha56798569/status/1442925307418210306?s=10
Thought I read on this board ;Colin has that £374 million contract in his back pocket!
massive move up if and when the contract begins to be serviced, however at this price , thankfully Omega have other interests which support the current price.
all we do is wait another several days then we finally find out what the feck is happening, and not before time.
and no one admits to seeing the foi doc on avct forum and keeping quiet :)
TWATSwag. Never had you on filter. Like to see which side of your face you're talking out of at any particular time. There's no love , just total contempt. No class, no integrity , no soul.
I'm feeling the love...keep it coming.
Particularly love it when people who have me filtered reply to me posts :)
Benny
TW always produces good research, Omega looking a decent punt here.
TW,
Q218 explains their strategy which they disclosed last month
We are where we are now, we know from independent clinical trials the Mologic biotech is best / one of the best in the world - this has to give us comfort
Ulster trial is complete so based on Q218 we are in PD
This week / next we should know, it will be a serious rerate if we pull off , especially with GAD focused on 3rd World markets as per Mologic’s recent disclosure.
It’s a simple binary calculation, believe or you don’t, for what’s it worth in my opinion the data is balanced in our favour, I think we will do it.