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You plonker
Rodney
Twatcher good post, fair comments. First time I’ve read one of your comments and not thought “this guys a ********”.
But your right. The govt contract starting would be the biggest short term rerate piece of news that we could get.
Gregg, suggest it’s difficult for the market to rerate until it sees contract values and gross margins, we need that announcement.
...agreed...whats your view on the medium term SP?
I have done my analysis and have posted it here several times over the last year. I think £3.50 is very achievable. What do you think?
TWatcher, as mentioned earlier good debate and fair comments off yourself.
With 250 staff ,additional machines off the Government , boxes of antigen tests with Home Use on, it’s going to be an interesting month, feels like it’s coming to a head and we will know where we stand orders wise, which I agree we need that announcement.
Okehurst1,
Markets, I don't have enough knowledge to have a feel of what markets are where. All I can do is take lead from what ODX is saying on the matter, plus wider news items. The news piece I posted a couple of days suggests that ODX will get approval as part of a process of moving away from free tests to the private sector. I have no idea whether that's just speculation, a publicly acknowledged path, or something in between. ODX is holding out the suggestion that it might be selected for HMG, althought to be fair they say that it will be eligble for selection.
If you go back 5 months, then it appears that it was widely felt that Mologic was the test of choice (not just ODX, Mologic too). So you could say that with the ODX antigen test apparently removing the issue that was causing PD to fail it, and with the approval being a "desktop" approval, then an ODX ce-approved self-test should be a shoe in. But if we have learned anything, its that this whole testing shennigans is very fluid, whats happening this month might not be happening next month or in 2months time, and it is far from transparent.
I also wonder whether ODX will be competing against Mologic in certain markets. I take on board that the buyout by gates et al might signal a move by Mologic/GAD to soley target 3rd world, given the bona fides of the new owners. But it certainly has not been announced. And if there is competition, it'll be ODX vs high profile Gates backed company, with ODX also paying a small royalty to Mologic. And Mologic doesn't need to make money.
In terms of FDA EUA approval, that's for the mologic test. So if ODX has any hope of piggybacking on that, it has to be the exact same test, the one initially TTed.. I feel (gut feeling) it's unlikely that the FDA will simply see the revised one as a Mologic+ and allow it to subsume the approval of the mologic test. And anyhow, i don't share the view that many here share that FDA EUA means immediate massive sales. I've posted the link a few times that shows there are 25 or so LFD that have FDA EUA, and of those 8 have home-use approval. Mologic's submission is for professional use.
In all the above, once approval is gotten, ODX still have to get distributors and customers. it takes a bit of time (see how long ABDX is working to get RTC sales).
Given everything I've said above, I think the single most important development that can immediately change fortunes is an announcement of a HMG test. If everything is as it appears, in HMG, ODX have a single customer who will immedately take at least 50% of their weekly capacity. I think it is a reasonable estimate to say that of the 2M capacity, HMG machinery is 1M. If the quickest path to that is someone elses test, then we should not be hung up on it being the ODX test.
ODX needs that announcement
Referring to times of the postings 5 minutes Rodders
Thought I post something that might be interested to a few of you. Not ones who are name calling good god lads get a grip.. Looking for more staff .....
https://twitter.com/ryanward38/status/1422259839594647553?s=19
You're welcome Gazza DJF xxx
Sorry I've been saying your names wrong ,I apologise,Gary and Kevin are really Rodney and Trigger I do apologise once again
Karaleva - read that paragraph back to yourself
Jeezzzz barely literate guy questioning my intelligence hahahah
Anyway, hope your last sentence is correct, for us all. GL.
Made for each other
Gary and Kevin are real Gary and Kevins.
Big jock = Walter Mitty
I think the rat may start crying again like he was a few weeks ago
#Hedgefun: The issue of sp at 7p shouldn't have been asked by you, because that not an opinion but a pure stupidity which has no cure. You are smart but not intelligent (SBNI) with such question . Nevertheless, we will all be laughing straight to the bank this month...just read my lips!!!
Vgla
Rat 700-1200 figures were not mentioned so I wasn't wrong you plonker
GaryB72 and yet your opinions on the medical diagnostics industry are so well informed.
Everyone is allowed an opinion, I wasn’t even stating mine, I was asking others theirs on the possibility of this going back to March 2020 levels of 7p if we didn’t capitalise on the ‘opportunity’ Covid presented for a diagnostic company.
And where we are today, who’s question/statement looks more feasible?
I want this share to fly as much as most on here, but the venom on this board borders on heinous bullying if you dare ask why we aren’t all millionaires
AND….
Aberdeenman
Posted in: ODX
Posts: 6,962
Price: 93.50
No Opinion
RE: Stock price
10 Feb 2021 14:30
When NCYT was 100p, if anyone said it would go over 1000p they would have not been believed.
We can reach over 1000p, even to 1500p, just takes sufficient orders, we do not yet know if we will get that volume of orders to propel us to that kind of SP, it is not impossible.
As for the derampers, if you had listened to them a short time ago when this was in the 50's you would now be kicking yourself if you had sold. So listen to them and sell if you wish, but when this goes up to 200p and beyond, you will kick yourself for having listened to them.
This is only going one way. Only three domestic companies approved for domestic supplies, it is a matter of national security to feed them orders, WE will benefit. Simple as that.
Aberdeenman
Sorry Scooby, my bad
I made a mistake
And surely as someone who patrols the board and Twitter daily, you knew that right?
My mistake was it was 1500 and NOT 1200p. I apologise!
Aberdeenman
Posted in: ODX
Posts: 6,962
Price: 99.50
No Opinion
RE: £15
09 Feb 2021 22:24
I said there is a possibility, but somewhere in the range of 300-1500.
All down to orders, that 1500 is way at the top end of what could happen
Aberdeenman
Hedge, Verified sounds a little too ‘approved’ IMO it was an opinion of a member on the chat I recall. I don’t really understand the importance of one opinion on a forum board.
Quite relaxed hedge all your posts are negative so I do tend to get edgey when people post pure crap I'm sitting on over 400 thou shares here so when the sp gets to £2.50/£300 I might ease up a bit