RE: Unclear20 Feb 2021 09:28
themorg, its a good point. The market for testing is far reaching, UK Gov passing out 2 year contracts tells it own story. I think we need to try and keep our focus on what Omega does, rather than what XYZ company is up too. A lot of those companies do not manufacture, Omega does. Today and long term Omega can keep on expanding, as companies already in this space will need product made, there are going to be a lot more other companies coming into the market as well - Covid testing is not a closed shop - What is harder to do is make the product, or rather to be in a postion to make the product, ie: machines, staff, expertise etc.
I read a post from BigJock - CK is busy in meetings, I am sure he is - I would presume its not just a meeting for a meeting with clients already in the 'bag' - I would presume this is new clients. Here is a thought - Can you imagine DVRG are speaking to CK about their 'potential' breath test, BRH (if that is true)
Omega are probably, IMO, very well placed - Manufacturing never dies, unless the product dies out - LFT testing for the food intollerance, malaria, Hep B and on it goes...someone needs to make the product!