Member Info for Davde

John2015 the UK does not require EU permission for emergency use of any vaccine! Strange you think it does!

The railway side of the business gets a fee now and for foreseeable future. It is slim but profitable with limited downside. For UK buses passenger numbers are academic at present as the Govt pays running costs less passenger income, via the reimbursments scheme, which appears to be in place for sometime to come.

ODX raised its capital 5 months ago in order to increase capacity in anticipation of demand, which is progressing well. I asked many months ago what the capacity was for the remaining consortia members but nobody seemed to know then. Anyone any ideas now?

ODX are committed to providing a minimum of 25% of RTC orders, under the current arrangements, is my understanding.

Looks interesting, in particular the reporting via the app to the authorities of positive cases.

Same here!

Abingdon health has nothing to do with Mologic trials at airports. Abingdon is part of the RTC antibody test only.

We had a presentation 2 weeks ago!

I had a call as well, touting for clients in my view, if you met their criteria!

Elisa tests went to Senegal albeit not many.we have had 175,000 order for RTCantibody test.if you can show me anywhere that Nov was the timescale for the Mologic LF antigen it was originally Feb and has been brought forward! I never disputed MRHA had asked for more info.It's not me bending truth here.

Inaccurate post only thing you got right was MRHA asking for more info!

The annual accounts show what options each director has at 31st March 2020. It was circa 8m shares in total circa 5% of total shares.

The level of recruitment is significant, which shows the management optimism regarding future production requirements. For me this is a very positive forward indicator of what is coming.

They are recuiting for production of 60 hours per week working 0700 - 1900 Mon - Fri is my understanding.

Listen to the presentations, read the RNS's and see progress in capacity expansion/recruitment. If still in doubt and impatient maybe best to sell. News good or bad will come in due course.

Reasonably positive, in particular the the UK businesses. There does seem to be some interest in US assets but we will need to wait and see.

Not sure WHO is that optimistic re vaccine roll out for 2021! Population needing vaccinated is what? What is the annual expected vaccine production capacity for the 3 likely vaccines we know about? Do the maths think you will find tests of all types will be around for some time! But you know that!

Pyueck figures are from annual accounts for NBV by business segment and debt. Sure the figure included bond debt due 2021 but may have misread!

The US assets have a NBV of circa £2.8bn, including goodwill at year end. Debt was £1.7bn, exc leases, however a further £300m made available for covid. We do not know how much if any used or will be required as yet. If sell price equals NBV then could have upto £1.1bn less any provision required for termination charges if required, hopefully we will know soon. I cannot see govt nationalising buses as in the too difficult box and for what benefit! They will control bus companies anyway via subsidy rules and regulation. I do agree that we do need clarity re role of buses in future years. Still positive re a shareholder return as can see II's pushing for it the question is how much and when!

Pyueck certainly agree re sale price anything less than NBV of these assets not acceptable. We will see what they say or not soon enough.