Member Info for Beynon

Merchant - can’t argue with maths. I think this growth would be off the scale to manage but I think you are on the right curve. For a gross sales to value position it will be interesting to see what ncyt do when their numbers are published as that will be the base line chart for odx imho. There was a similar shape with that share eventually popping to over £5 ps. Sales and agreements will be the cracking of the atom event here. Could be all too soon

Also both cos are private and cant release market information on behalf of ODX. Involvement etc should be communicated by odx rns

Everyone has teeth ??????

Didn’t think a machine came with our abc test? Saw news yesterday Scotland was buying machines from a Stirling based company for antigen

Odx took a downward swing, in my opinion, when there was some dubiety around anti-bodies. Now they are a hot topic again and we are on the cusp there is little action on the price. Maybe some impatience but i will hold for the longer term. Grrr

Odx and the rtc just seem to have the right test at the right time. There is a lot to be said for that.

But the Roche and abbot tests were shown to be inaccurate no matter what they really us they are trying to measure. Interested in where t4 calls goes also

Remember ncyt were pretty much the first to a highly accuracy antigen test ce marked in feb, I think. Yet the company sold millions overseas before the uk government woke up

Tricky - I haven’t gone through the bones just watched the Colin king interview which was pretty detailed. Thanks for adding capacity information I want to look at the relative payback on the capacity injection. My main focus is covid impact at the moment but some of the tests that were highlighted could be huge for the company also. Number 1 health insurance claims in the uk are gastro related. I am thinking 400 in October if the sales info rolls in I spoke to a gent this week who runs a lab who mentioned the verdict is still out on antibody testing which might be the only reason we are sitting where we are. A large government order and it could blow the doors off from a acceptance basis. However as is known odx has a capability in many corners including antigen, t4, allergy etc. Hoping for a strong run through to October at least

Anyone got an idea of EBITDA multiple for odx? Say 1 million tests a week at the £0,75 profit per test is £39m Gm per year likely diluted down to circa £30 -£35 ish EBITDA. Multiple in covid times must be at a premium of 10-15 times these days but maybe reduced somewhat for longevity - £400m valuation for me. What are people’s thoughts? Also 1 m tests a week is not enough in my opinion.

The FDA have a list of tests that should not be used due to poor accuracy. I would think that is the only action they could bring. I would not think ODX is on that list.

Sounds about right to me. Big rises are great but it’s what happens next day

Well done all holders

Good luck for the morning all!

Caspian pull one pipe every three months

North Sea developments are being delayed due to supply chain issues - that will casp as they can’t make a cup of tea in the time it takes to engineer and drill an offshore prospect. Rant over apologies

I did start thinking about winter to. The reality is usually if not progress by latest sept it’s wait and wind up the machine in spring again.

When do you think it’ll start coffee? My thinking is August as things settle down, including the oil price. I’ve got it wrong for six years so why change now.

Not a one time test. If you have anti bodies great but if you don’t how many more of these tests will you take? 1,2,3....10 until you inevitably do or don’t have anti-bodies. It sounds like the real world will place a large dependance on having antibodies so people will want to positively or negative state so - more so if not hand in hand with the antigen tests. IMO gla

Buster news -coffee - well done