Member Info for Bushmaster

@Computer909 - Agreed. So why bring it up, seems to me a cheap shot for no reason. By bringing it up yet again you are using this as a stick to try and prove a point that CK/BoD are not honest - Otherwise what is the point in mentioning this, you have already said its been covered.

Just seems negativty breeds negativty, rather than by driven by facts - IMO.

I am going to take a punt here, I always thought end of April was end of April, and then May, is that right or wrong? Has anyone stated a week in April, specfic date, or just the end of April - So May is mentioned by Lord B and its not the first week in May, by reading all of this, the narrative being pushed is its MAY, close to the end of May, rather than the crossover from end of April to the 1st week in May. So ODX say April, no date, Lord B states May, no date and we are all fxxked, that has cleared that up.

Reading some of the posts on this BB its no wonder most people have pxssed off and don't post, maybe they have sold but I doubt all. The disrespect shown to the CEO, words like clown/some of the utter shxt on Twitter....why? Because people don't like the RNS, the message, whatever - Fine, sell, why the hate.

Computer909 - Do you not believe in the EMI option scheme Omega run? I have added in a link for you. I take by your previuos posts you think, as well as others, they sold because they don't believe in their own company, correct me if this is wrong.

I would like to know what makes you think this, considering the EMI, its related to performance, do you know their performance targets and why they sold?

https://twitter.com/MarkBushmaster/status/1362415706508247041/photo/1

I posted this the other day on the MOGP. Here is the post, I have made a it bit clearer.

Any thoughts on the Nick Tulloch connection with Nigel Fitzpatrick? I can see the PATH connection for these two, I can see Nick is in the CBD Voyager company along with a couple of the ZOE guys/one being one of the founders. Left ZOE to form Voyager, they have a website.

Nick was doing a fundraiser back in Jan/Feb, some info on Google.

We have the ex CEO of ZOE, plus a founder and another ex ZOE employee in the Voyager company, the connection with Nigel (Brent) Fitzpatrick - this vehicle MOGP/now U.k SPAC and some trading history with CBX/MGC/KNB over the last few months in relation for cannabis play - We also have Northern Leaf coming to market later on this year.

Part 2

So doe this mean a separate contract is going to come about based around the ABC test? Because if not, what is this potential stock for? Its not the UK Gov contract. Is it that the UK Gov contract is what it is, to some degree opened ended, hence the RNS in my mind stating this, the new space created in Alva for the new Gov machines supplied, to fulfil this contract, is that it? Is that why the Lord of the Know stated in a tweet yesterday, May and not April?

And the ABC19 + any other contract (s) is effectively another egg/contact in the basket, and 100% sits outside this RNS contract.

That is my thinking, kill me with love and something to kill off my example math numbers, anything to tell me I am down the wrong rabbit hole.

Part 1

Today I saved a Boxer dog running on a 3 lane motorway, man it was hairy - Dog escaped from a home 6 kms away, I was running all over the place to catch her, had a tag and I rang the dude and gave him my best Portuguese, met him - His wife was crying, dog is old...I got an invite for dinner with Covid is over, that is the good news of the day.

I have read a lot of this contract news on here and Twit, I still have heard zilch that confirms my OP is out, or pie in the sky - Maybe + - 5% GP, but I believe its close - of course it could be utter crxp as well.

No-one has explained to me this 75 million number, does anyone know as I have asked a few times and the question has been ducked. What does this actually mean, quote "However, I suspect £374m is for 75m” Where does this figure come from and this type of thinking? Where does £5 a test come from?

On this link - https://www.gov.uk/government/news/uk-government-announces-partnership-with-british-rapid-test-manufacturers It states up to 200 million tests - People on the BB are saying 100 million, I don’t see that number mentioned anywhere, have I missed something?

The first RNS from yesterday, it states

"Omega notes that in this public government disclosure the contract is stated to have an estimated total value of £374 million” + "The Company notes that under UK Government Public Sector contract disclosure rules this number necessarily represents a maximum of the potential value of the contract"

As well as:
Colin King, Chief Executive Officer of Omega, said:

"Although the disclosed contract value for our agreement with the UK Government is only an estimate of what the total value could be worth, it is very encouraging, and is an indication of the substantial impact on Omega's future performance that such a level of utilisation of our lateral flow test production capacity might have.

We have up to 374 mil sterling and up to 200 million tests, I cannot see how this can be argued with - We know for a fact the GP is 64.3 & 64.1 for the last 2 years. I called it 65% for the example. You have to then with the info, you do the math using a GP65%, using the two figures, one in the RNS, one in the Gov link and there is your number - no matter what, GP is GP - I also believe the GP will go up by 10%, and I would not be surprised if its not 15%, as per the OP, the GP margin rises accordingly.

Everyone has a gut feel this is the Mologic test for this contract, IMO I think that is right. We also know its for two companies - Hence the 2 examples - What is wrong the math? Are we saying the GP will go up to 100%, because if not, on what we know it's hard to argue with the numbers.

We know for 5 months ish Omega have been doing manufacturing, everything points to ABC-19 - Correct me if I am wrong - Numbers on the BB have been from 8 mill to 12 mil tests, as per last week that have been manufactured. Who know if this has any merit, you have to think that something has a

@Fud248 - https://*************.net/zoetic-international-exits-from-the-oil-and-gas-business

I was under the impression they are selling or have sold - I was always under the impression this was leased, the article states this as well, as well as Higland a few years back. I might be wrong. I don't see the connection, unless there is other info surrounding this I am not aware of.

My OP was just thoughts, bit of conjecture. There are better members on this BB to add any weight to this or not.

FigTreeHarry, do you have any thoughts on the Nick Tulloch connection with Nigel Fitzpatrick? I can see the PATH connection, I can see Nick is in the CBD Voyager company along with a couple of the ZOE guys/one being one of the founders. Nick was doing a fundraiser back in Jan/Feb, from my understanding MOGP have the 3 mill with the 1.6 billion shares (+250mill) -

We have the ex CEO of ZOE, plus a founder and another ex ZOE on in the Voyager company, the connection with Nigel (Brent) - this vehicle MOGP and some history with CBX/MGC/KNB over the last few months - We also have Northern Leaf coming to market later on this year.

MB, thanks. I just want to clarify this - You are thinking or stating that the 374 million is for 200 million tests (I agree with that) but you believe that this is the 374 is the contract for ODX alone, is that correct?

Steve777 - Can you tell me where these figures are coming from ' 75million tests at £374million'

MB, the Math is wrong? - Its clear in the link its between 2 companies, this is why I used 200 and 100 and listed this - I never mentioned the 200 mil tests where all ODX, its not what the link states.

Why would GAD work on less than the GP% of Omega, when its already clear that NCYT have 83% - This is why I used a GP65% as this is fact, 75% GP is what I think.

No-one can dispute the amount of tests, nor the amount , its in the link- The GP% is 65, and will as I have stated raise by 10%.

Can you clarify these points of yours?

"You are out by a factor of at least 2 you need to double it"

"However, i suspect £374m is for 75m"

https://www.gov.uk/government/news/uk-government-announces-partnership-with-british-rapid-test-manufacturers

If we take the contract value (up to) 374 million - We know there is (up to) 200 million tests - Its irrelative if the contract is lower or higher, who knows what the real value on this contract will be. The product charge is £1.97 using those numbers on the contract - We know the GP% for Omega is 65% on last years balance sheet - I would suspect they are working on 75% due to the increase in staff and other costs - GP% has to remain the same or go up, if it goes down ODX are out of business.

374 millon sterlong ÷ 200 million tests = £1.97 per test

GP 65% x £1.97 = £1.28 profit per test

Examples:

200 million tests @ £1.28 @ 65% GP = £256,000,000 (200,000,000 x 1.28 = £256,000,000)

100 million tests @ £1.28 @ 65% GP = £128,000,000 (100,000,000 x 1.28 = £128,000,000)

If the GP is upped by 10%/15%, adjust the figure upwards, gives you an even better profit margin - I am using 65% GP as this is on the last years balance sheet - I think 75% to 80% is where this will sit, considering the the extra costs Omega has incurred, staff etc.

Thanks Theosus. Have a look at Labskin/DVRG, some interesting stuff going on, expect some news on Wednesday. ZOE are in a highly competive market, margins are always an issue, compo is ramping up and a few more players are joining the game - Even British American Tobacco have decided to hold hands with Organigram, its a good marriage - The real action has moved on, THCV is the next big blockbuster - cannabinoids that can't be produced in fields and indoor arenas, think diet/think weight loss/think a pill a day will suppress my urge to eat. This with other cannabinoids is the new frontier, the star trek Voyager - https://biomedican.com/

iPhoneiTrade, are you saying CLP is going to become a possible CBD player?

BigJock, wasn't it last week or there abouts he posted and got attacked, what for? From what I read he seems very stable, the message is consistent and a lot of members on the BB asked him to send Q;s to CK - What is the problem? Then he comes back, relays the news and then we have certain posters popping up with negativity directed to him, personally.

You don't need to believe a word he says, or you can partly, or fully - That can be the same for all of us, we all sit here behind a username and could be talking shxt about ourselves - Personally I don't have time for that crxp, I can back up anything I spout if it relates to my past, others we know over the last several months money is their god, there is no line in the sand.

Believe him or don't, he takes his time to speak to CK, post and deal with the BB - It might be pie in the sky, and if it its, find the wholes - I can't. Would I invest money on one poster on this BB or any, no - on several no - We do our due dil, we read as much as we can, form an "overal opinioun" and make our move, in or out.

The next thing wil be BigJock will think, scrxw this, I am out of this BB like others, then the narrative of certian posters will believe they are correct, he is fill of shxt. Can't win in this game, roll on £2.50 and good luck to BJ, if that is his target, I hope it gets it and rides off into the snow!

asher7, I reckon that sums it up in one sentance, you can't climb a wall that is 100 feet, flat as hedgehog crossing the M1 without a rope - Have to wait till they open the door so you can walk on through.

I have been in this company for a while (no promo intended) Bushveld - I mention these guys just because I understand their model and what is possible with energy storage.

Here is some links:

https://www.bushveldenergy.com/products/hybrid-mini-grid/

https://www.bushveldenergy.com/products/standalone-vrfb-solutions/

https://www.bushveldenergy.com/products/bespoke/

Here is a recent article on costs, Wind V Sunlight.

"Per kWh, solar panels are cheaper than wind turbines. Not only is solar a cheaper way to generate power, but solar costs less when it comes to long-term maintenance because wind turbines will require more upkeep due to their many moving parts, which are more prone to breaking"

https://www.solarreviews.com/blog/is-solar-or-wind-a-better-way-to-power-your-home

Over in Morroco they have the Noor Power Station, biggest solar farm in the world - https://www.heidelbergcement.com/en/noor

I have set up small solar farms, 50/200 panels, Lith Batt set up, decent inverter - Its not difficult, China are the big producers of the panels so they are fairly cheap, plus the tech is much better than 2/4 years ago, and its easy to order in - Whether that is a consideration in this type of operation, which is time, money and I think the availabilty of products - You don't need much expertise to set up solar, turbines, from what I have read that is a different ball game altogether, time being the real issue.

I don't know what everyone thinks on the board, but it might be on the table to have a partner in this sector, bolting on for a better word onto an existing operation makes sense if a JVC could be achieved.

I spent some time in China, its an interesting place, complicated with friendly people - Even when I managed to get passes to cross into certain areas, the people where always friendly, this was back in 2002/04. Working with this factory, each Friday the boss took us out for a meal, the westerners with his top guys, all good fun - I got quite friendly with the owner and after a while he used to show me how things really worked - As an example, on a Friday as this resturant, the water board area manager rock up, followed the electricity guy, refuge and a few others (bear in mind all bills sar paid direct to the companies) This is brown envelope day, don't pay, no play - This was no mickey mouse operation, this guy employed 33,000 people, and started from scratch.

If you look at who owns the grid in China - State Grid Corporation of China - This includes Northern China, Mongolia - Cold, good for mining - China works on a system, the bottom guys (farmers) and then one step up at time to a new life (similar to the cast system in India) so everyone is in a chain - each part is being paid, simple corruption and control or the masses - Higher you go, the more control, bigger the envelope and eyes on the ground for the local communist party - You can't fart without someone knowing is a good way to describe how the systems keeps control, very sublte!

"From September 2019 to April 2020, China produced 71.7% and Inner Mongolia 7.71% of the world's hashrate for bitcoin, according to the Cambridge Centre for Alternative Finance"

State owned electricity, subsidized to miners on a massive scale, with each part of the chain getting a kick back - As we know, its easy to store, send, hide BTC - This is why China can and does insure the control of mining. This is a 2 year article, but IMO stands the test of time - https://spectrum.ieee.org/computing/networks/why-the-biggest-bitcoin-mines-are-in-china

CLP - I have read what I can find on Serbia, looks to me the hardware is outdated - I have nothing to back up the statement, just articles I have read and the fact hardware tech is moving forward. If, I have no idea how true or untrue this is, North of Italy is an option, solar energy (green) is used a lot and its well organised up there - Costs of setting up, hardware supply etc is all possible, money and time - The real cost is the electric.

That is the hurdle, tapping in/or getting into bed with a company already on the ground, who know what they are doing, ie: Creating and storing green energy so there is no downtime and know how to run, upgrade their infrastucture. Or, buy in from local suppliers or the main grid at a discounted/preffered rate.

Not nice Regs - My mate died of cerebral malaria while filming cannabis plants for Strainhunters, that mozzie will sort us humans out in the end.

The real problem is humans, too many, too many by far - Until that is addressed, nothing will change. I spent a couple of years in China, they eat "anything with legs except tables and chairs and anything with wings except plains" Nothing in China will change on the ground, who will feed the people - There are still 550 million people who are farmers, out of 1 billion plus, they can just about feed themselves - That is the povety line, I have seen it with my own eyes many times.

I saw a guy once, several, cutting the side walks where the grass grows with shears - no lawn mower - I ask my Chinese mate what they are smoking as I fancy some, its a job - that job employs 10 people, a lawn mower one - Good answer.

I wouldn't worry to much about another virus, the mosquito will be the real issue over the next 30/50 years, warming climates will bring all the dieseases up from the south - wasn't that long ago the UK, Europe had malaria, everything goes around in a circle.