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https://www.finncap.com/news-events/finncap-research-company-notes-28-april-2020
"*21m per annum*"
I found the information in the above link. Moreover this was before discontinuation of existing pipeline so I would expect increased capacity than this. That'll do for me.
The Finncap paper on their website tells you about capacity etc. You need to register to sign in. Well worth a look for those who have not yet seen it. The modelling of capacity utilisation shows potential for ODX GLA.
Saseefeldt - from 1st interview I remember CK said 50m which caused a frenzy and then he came out to correct himself on that. Thanks for passing the link if you can find please.
Hi Starbuck911. I am aligned with what you are saying but want to estimate realistically where we are headed in terms of demand and supply. We are not a design firm, simply manufacture so it all boils down to capacity, demand and price points for us.
The biggest positive signal for me was when Omega discontinued and took a sizeable hit to their existing pipeline in favour of covid 19 test kits. Add to it negotiations underway with 15 counties. So unless the company cannot forecast and therefore run a business in which case we are all doomed - they must have huge confidence in how much they will deliver and earn.
Thanks Saseefeldt. I am unable to find where it said 2m capacity. Can you point me to that please.
The whole point of the mass roll out is to gauge what percentage of the population has been exposed. The whole idea is still for herd immunity. The only way to successfully achieve herd immunity us to test at scale as the epidemic progresses . They have never found a vaccine for a coranvirus so chances are slim regards that . We see lockdown has been eased with still high infection rates why would this be so if the plan was eradication. The plan remains for the UK to build immunity over time . The test will be very very valuable .
We know that they have 200000 a week capacity that's 104m a year revenue. Then further manufacturing tie ups, it will be in global demand.
If people can't see the potential it's best to sell out , however from 70m cap I see plenty of value ahead.
Strong buy
Can someone shed light on capacity Omega is keeping for the Mologic test kits? I feel that is big money maker for us.
Thanks,