The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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The collective naughty people inmv
Upomega.
Who are you referring to ?
2hott are you ffb’s love child :-)
Its obvious where these cu
..nts come from . Some sort of controlled state. Dare i say it eastern block.
@Sledgey121: "where do you think those cuts would happen?"
Innova : £1.2B commited spend
Surescreen : £500M committed spend
ODX : £50-£374M (no committed minimum order or quantities)
GAD : £1B (no committed minimum order or quantities)
With this governments recent track record where do you think the cuts will come?
@2hott: "His priorities are not omega clearly at a time like this"
I don't agree, I am sure his priorities are the operations of ODX, i just think he no longer needs to keep the investors on board, because he thinks his balance sheet will be be OK for the foreseeable futures. Lets hope his management of the day to day operations far exceeds his ability to manage the market
2hot what a load of rubbish you speak. We don't know what's going on behind the scenes. For all we know everything is in place and Colin now can have a rest hevia human belive it or not..
"Omega are driven by the Government at the moment"
We have always been led to believe that ODX has multiple revenue streams, the government has control over just one, Its clear now that the company have taken their eyes off the ball with Tech Transfer (probably spent the last couple of months slapping themselves on the back with regards to the DHSC contract, and the price they got for their options.), The sales department need clearing out at the same time as the investor relations staff, but the buck has to stop with CK, he's like a rabbit stuck in the headlights, clearly out of his depth. The experience with the UK-RTC and now the NCYT news would/should raise a level of caution with anyone (and to be honest i think it did with CK, hence the RNS dampening), but he's done nothing to mitigate that risk as yet. If we get to the end of April without "delivering 2M tests" and letting the market know where they have gone, then surely his position is untenable.
Bigjock, that's part of their problem. Completely dependent on other organisations and in control of nothing.
Colin sets the timelines and targets that he keeps failing to hit, nobody else.
The FTSE has risen to above 7000 whilst this lot still havent sold a test and we're over 12 months into this global pandemic.
I appreciate hes your mate but the company is amateur at best.
Purely FOMO is keeping me in here, which is embarrassing but i'm just being honest.
ODX really is a nailed on solid investment. Even if you take the worst case scenario of the government scaling back testing (which will not happen for a very long time) where do you think those cuts would happen, Alva where the government have invested in a UK industry, or Inova a China manufactured inferior product. In fact any future scale back would be a massive gain for ODX.
Omega are driven by the Government at the moment - It's clear the test which the Government wish them to produce is taking longer than anticipated. Fortunately that changes nothing.
JAdam is filtered but I must say he has came up a flanker with his contradictory messages on here - Well done starbright and it shows his credibility is shot to pieces.
As holders, we just need to sit tight and await it all unfolding, it's extremely unhealthy to watch the SP daily. Once we receive the tangible news, we will re-rate accordingly. This is not some tin pot, pie in the sky company, we are gearing up for long term revenue streams from multiple avenues.
Voids in time, can cause the mind to over engineer thoughts and when you have large amounts invested, this can cause the mind to be irrational. I am extremely confident as a holder in Omega.
Fundamentals will shine through in the end here (have patience)