Member Info for Beynon

100% correct. I for one am not looking forward to another presentation from Colin - not his strength

So wi it be cold stacked or warm stacked. Can they afford to get it to market in the spring in working condition. Obviously the plan has not worked out and it is not known whether this will be a good or bad move. What is given is that the risk profile on an already risky poorly performing company has just increased. Back to sleep for the winter

I am a bit disappointed that the capacity has not increased to a higher level but at the moment it is not yet required and I expect it is being managed from a syndicate position. Reading the rns a few times it is a very humble statement. Government has first refusal. Government has right to permit or reject sales to third parties. Feels to have strong undertones of a gentlemen’s agreement or one strongly underpinned by a healthcare ethics. I get the impression they are playing for a goal that we do not yet know or is not yet clear. Share price reaction today was poor but if this was a bad rns it would have dropped more. The announcement does not play into the aim sweet spot. Not ramping in any way. If they had rolled out and made a big deal about a government first refusal (not exclusivity - commercially well played) then maybe the herd would be running here. Hopefully home test capability rolls out soon. I can see a large retailer looking to place a big order and we will have to see where the government is at that point. Note high street retailers are ripping up the rule book and targeting what they think will make the money in this market.

Poor manufacturing ramp up but the wise man never made only one thing on his factory. Real demand will be growing into the end of the year

I believe the most important trait with a covid stock is the ability to look forward and be patient today. GLA

Believe he is referring to the Mologic swan test that was run at Heathrow which should be cleared by Christmas. Whether it will or not or is be another thing. No point arguing until it happens

I don’t know if we are in truth. I am long on this but the main thing that odx needs to do is make sales fast in the climate. We need a flow now or we will be the company with a great test but no sales. The global market is key here and I just hope we are not tied by the government in both wider sales and use at home status. As everyone on this board would agree, if available in the shops you’d have bought a few by now for you and the family. Everyone would do the same, none available for the government if that occurs. You zoom out, uk rtc, government order - although only a stocking filler - this has to be positive. I still think we need a faster flurry of sales results, all imo gla

Who are the many people? And how do I join them?

No bo - bp

Grasshopper. This type of face covering has been around for a while. I bought my family them at the start of the pandemic after seeing companies like bo buying them. Call virustatic shield - believe confirmed by a university study also.

We should be bubbling with sales news now- I hope that is the case

What baffles me is that ncyt is burning higher on share price when the home test companies are stuck. I can’t understand why you’d need a lab test when you have an accurate home test. Cost, speed and resources pail into insignificance.

The listed nature of odx will be a known challenge to the consortium and the government. It would make sense that the mou was superseded a frame agreement to the rtc but that would be held by the consortium and not odx. Omega would need to declare that but the private consortium parties would not. That means that the information of the governments plans is not disseminated before they are ready

And pay all that r&d for the market you mention

Could see £4 with an overheated reaction to big news ie home testing capability and amazon buying all tests and helping scale - something very big could happen.

That is way too conservative

Interestingly - trump given an experimental ****tail of antibodies. Must have legs. I do think that antibody tests are crux of all this. Imagine in a perfect society if lockdown rules could be varied based upon instances of cases vs proportions and segments of population with antibodies. Or allow vaccine to be better deployed in those areas preserving life. Not with our government but would be something.

You certainly will be busy then. Good luck with all

I’d have a few at 1p if it came around just to sit on for a few years and see what happens. The risk here is Board and management are so useless that it could just as easily fold or go to 20p. Unless this is massively discounted it’s not the right investment in today’s market

Abbot are no where near as accurate. These tests are geared for a purpose. 130m tests is nothing in a market of billions. The scale seems to evade people here