Member Info for Davde

MB would suggest we are in the middle of the first wave of the pandemic rather than middle, so even better placed!

Is there anyway to verify what was said, I can find no links/documentation about this on their website or the advisors!

29th march was peak not for Odx by a long shot.

Mologic have relationship with Senegal lab!

The Senegal tests will be done in Senegal only the kit made here. Molgic gave relarionship with Senegal lab.

The placing price represents the current value of the business excluding covid, china food detective and Cd4 as per Finncap. This gives II's and PI's potential upside in coming years for these product areas to provide significant revenues and subsequent value for shareholders. Even at the low end of expectations Odx shareholders should easily double their money in the coming year, albeit caveated by acheiving orders etc. I can also foresee a special dividend being done next year or buy back if all goes well. Nothing is certain but I am happy to hold for another year or so. GLA

The Finncap paper on their website tells you about capacity etc. You need to register to sign in. Well worth a look for those who have not yet seen it. The modelling of capacity utilisation shows potential for ODX GLA.

200k tests a week is a small proportion of ODX planned capacity so could provide RTC if required. The other consortia members will also be supplying tests, not clear what numbers are. Once RTC satisfied rest will be sold around the world if all goes according to plan.

Agree with MB, the hot money may now finally realise this is not a short term play. If they want a quick buck best invest elsewhere. ODX will find its price based on orders and profitability news that will be coming. By the end of summer the real value of ODX will become clear. GLA

EHIC still in place so treatment free in hospitals under reciprocal agreements for EU travel. After Dec and Brexit not clear what arrangements wil be in place.

For me the gold standard relates to the standards set in the origional specification documents in April. Several kits are being tested I wonder if they are all from the RTC or include others? It makes sense to test all the RTC suppliers to ensure consistent product. Wether DF news drops or not by Tues it is obvious that things are very advanced and no indication that anything is not going according to plan. GLA

Jay short answer is no I do not believe Dr Brix, she works for an employer that believes in facts only when they suit his political agenda, otherwise they are fake! Excess deaths is the best measure to determine impact of Covid. I accept final totals will take some time to work out but even the crude rates show Covid has impacted significantly. But we do agree much more testing is required which can only benefit ODX. Think enough said on this topic for now.

Jay believe what you want, I tend to follow facts (you may view as fake news), not fiction. So far you have not provided any reliable facts only spurious opinions. I do agree we need far more antigen and antibodies testing. Nations that provide poor leadership in this pandemic will be found wanting soon as death tolls mount and will have no where to hide in the coming months, USA and Brazil spring to mind.

Jay sorry but comment wrong. Death certificates are audited, doctors are professionals governed by ethical code. They can be struck off for such behaviours.

Completely agree Snowking, complacency is fast becoming the enemy and Covid will take advantage. The true mortality rate will not be known for some time but it's at least 1% based on what we know already based on surveillance testing and recorded deaths. A second wave is very likely in the autumn and you can see that people are preparing for it. Test test test is the WHO mantra for a reason, but you need capacity, something we lacked badly in March, next time round Odx will be ready and others. Until a vaccine or major breakthrough in treatment (more likely) comes this disease will need to be managed. Test track trace, quarantine and lock downs for the inevitable outbreaks will become common place unfortunately.

"ambitious growth" like the sound of that. Exec Chairman is now in driving seat, he has skin in game, would like to see evidence of growth strategy soon. See this as a positive GLA.

You can ask for as many excess shares as you wish providing you have the funds in place. The actual amount you will get will be pro rata the over subscription. I.e. if excess over subscribed by 100% you get half what you asked for. You could make a tidy profit if you have the £70k available. GLA

Finncap estimate current values as follows:-
Food intolerance 60m
Chinese food detective 30m
Cd4 45m
Rtc 30m
Molegic 45m

These are the bottom end projections. You can see why II's oversubscribed the FI segment is worth the offer price. These obviously need orders to back up but potential there. GLA

Kevin have a look at the finncap update. They have looked at product mix and profitability for the ODX products. They have taken a modest view to calculate potential revenues. Its on their site and you need to register. GLA

Finncap have a update paper on their site. Worth a look.