London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
The current increase to capacity already shows massive increases and that's before shirts are extended.
Any company will have to balance long terms requirements to capacity increases so even though capacity is required today and probably for a while yet - what is the requirement in 2 years or 5 years . But maybe short term need more than pays for further capacity increases and additional capital spend
It’s all well and good looking at the SP and guessing that it might be this or that.
But just put the numbers in. 2,000,000 tests per week shortly. Profit margins: Mologic antibody test £1.80 / RTC £0.75 roughly?
+ other elements of the business. Profit should be challenging current market cap and exceeding if there is further expansion, should demand warrant it.
Think we can all agree demand will warrant it.
Target £3.50, top slice profit then let the rest ride.
Hi lifesgoody - if i can get to 120 i will be happy but we have break the £1 barrier first - Valerix (VAL) did it so we may do it - don't take my view as a forecast - i am just an ordinary guy trying to get by - so far, so good - been here before and f***ed up (Carrilion) - cost me a lot!!!!!
Hi pumpkey - your 'all in' price is better than mine - but please don't go all in on anything - better to spead your risk - take small profits here and there - probably telling you how to suck eggs - if so, i apologise.
260p chart target but after that depends a lot on other factors.
Sorry pumpkey - i didn't want to seem arrogant - i am just an ordinary guy trying to make a gain - best of luck to you
Thanks Doug - I think we all agree theres definitely upside from here. How much and when is anyones guess - i avoid trading as i always get it very wrong and lose money - but good luck to those who are clever (or lucky) enough to time it well.
I strongly believe in a great rise - yes there will be bumpy bits but there is so much potential news lining up that if it drops at the right time going above 150p is a given and the rises from there - well if we can get to 90p with no definate news and no orders then........ 200p ........ 300p ............ we've got a great pipeline and more than covid
If £5 is cloud cuckoo land as you say, what is your Tgt?
Yep - now back in - it is called 'making money'
Sold;repurchased; sold repurchased All in @73 pence
Hi Chuggley - yep, you are correct - made my money - now back in for more - i have been in and out for a while now and believe it will double from here- if not, i will be out again - c'est la vie - make some, lose some - good to luck to you bonnie lad, if you are are invested i think it is wise decision.
There are many companies out there with valuations in excess of that figure, with substantial debts, that are not able to generate the annual profits that ODX can with 2m per week capacity.
Pumpky, did you not sell out weeks ago?
£5 Equals £900 million M/k Yep cuckoo land imho
*future
£5 is not cuckoo-land at all. Most people at the moment are seeing this as just a short term covid play, but this is a transformation of the diagnostics industry. Tests will be required for many years and they are already looking to the further to ensure they can utilise the capacity they have build. Some of the other tests are much more profitable so if they can build a business that can maintain capacity in the longer term, this is a highly profitable business. 18-14 months down the line, they will have a serious cash windfall as all this profit is free cash flow with no debt. This can provide significant benefits to shareholders.
This is so much bigger than the our test vs your test argument that goes on daily.
Doug - didnt you sell out a few days ago with a view to buy back in and wasnt your thinking then above 200p
Whilst I agree 500p is probably ambitious its not cloud cuckoo - I guess we w il see - personally I hope to see this above 300p at some point in the not too distant.........
Agree 100% dougnew
dougnew..as much as £5 maybe a little rich ,£1.50 is far too lw...but hey, just let the sp prove it with worldwide orders
Rise today was all based on sentiment - this is a solid stock with a great potential , don't jump ship now - the best is yet to come - £5.00 is cloud cuckooland but mid 100's is achieivable - stick in folks, it will come.