Member Info for Diversified

I honestly don’t think the market truly grasps the shear scale of demand for tests v supply. We have already been told that the government is aiming for sovereign supply.

One thing we know is this test is coming. For Abbington to contractually agree to reserve a proportion of its capacity towards a test, they need to have every confidence that the test they are going to make will come to fruition and deliver total demand if required. That’s some commitment on Abbingtons behalf.

Completion of the batches which would of been internally validated before the approval process takes place will light a match under this company, we simply have too many pieces of the puzzle for it not to all fit.

Essentially the UK will take anything the sovereign suppliers can produce. Prove the concept of mass testing in the UK and the demand from abroad will be mind blowing.

Tests will work in conjunction with the vaccines, as new vaccines come on stream, the capacity of those being able to administer remains a relative constant. Throwing money at the virus and we will beat it.

But the path of global immunity will take time to reach the 60/70% global population threshold.

Someone was buying aggressively this morning too. That UT was on top of the late flurry of trades when the book flipped. Was a relatively strong finish, with NT also dampening down the rise.

I think we are as good as imminent, as imminent could be. More importantly we closed above the 200 moving average.

https://www.gov.uk/government/publications/assessment-and-procurement-of-coronavirus-covid-19-tests/lateral-flow-devices-results

Test 2 - rapid Sylvia test now also part of the equation?

If so wow, this really is under the radar. All taken form company website:

https://bha-medical.com/bha-medical-catenae-joint-venture/?v=fb1c5b0d2f97

And updated as of the 23rd October.

Will be checking into to ASX at 22:30 tonight to read the RNS, very exciting.

It’s pretty clear that the government will also take all that we can produce. It was suggested that the world requires billions of tests and the global production capacity is falling short in a big way.

Cases have spiked in a local school near to me and is now the leading hotspot for cases in our county. Currently tier 1, it’s only a matter of time before they introduce tier 4 and then only way out of this mess is testing.

This isn’t just the mologic antigen test, it will be an upcoming deal with AVCT:

‘ Due to the potential significant interest in an antigen rapid test, we are currently investigating further capacity expansion of the Alva site.’

Odx

A defensive play against the backdrop of a falling Covid related global market with significant near term catalysts.

Just the whisper of a Sylvia test made this hit 210p the other day. Imagine what an RNS confirming completion of the master batch and a lead time to approval would do.

Patience.

Do we have a link to group please?

The underlying book is getting stronger while L2 is attempting to represent a different story at 31 v 33.5p.

I think we could see a late move up. I have purchased another 32k. Will be buying more next week if it falls back.

I am really tempered to buy 120k, I’m trying not to over expose myself, but the market will wake up to this when they know the drill bit is turning by at least 50/100% the current price imo.

Mmmmmm, the art of discipline.

I’m not sure who is selling but I think they have lost the plot. The churn has been good to increase the average purchase price across the register, but with the upcoming newsflow, this is only going one way. Fully diluted market cap of £55m odd is far too low.

If the two majors find what they expect in terms of tones their is no chance that they will let OMI be part of the equation. With its current market cap, it’s a sitting duck. They will simply takeover the company, they will not want it to achieve what GGP has achieved which is more than possible should they just let it run on its coattails.

I can’t believe what I have just read in that IC article. His opinion as a trader has been printed, why, what makes his opinion any different to my opinion or yours. Yet his advice will be read as exactly that, advice.

Oh dear.

They did indeed, but I expect them to continue to add if madness continues. I wouldn’t get to stuck on the auditor news. It’s oversold, we have a gap to close and the business is a high growth, profit making machine.

I will focus on the underlying business model and the accounts, which as an investor is my job.

Last director purchase on the 16th July saw a rise of 20% on the share price by the end of the following trading day and just over 50% within a month.

Time for the market to focus back onto the most recent earnings which were extremely encouraging by any metric.

Look forward to a short squeeze in the morning as many who were short were targeting/hoping for 200p. Time to close the gap imo.

Shareholders can sleep well tonight knowing those shorts are going to burn.

Market presented an opportunity to purchase a high growth company that is fundamentally hedged against a lockdown due to its online presence.

Boohoo a winner from the Covid virus, unfortunately the high street a loser.

Enjoy your conviction hold or purchase.

https://www.google.co.uk/amp/s/amp.ft.com/content/3cbd2893-ee4b-47b7-a4e5-2cd1b95b5a31

It would appear, the same pattern of transferring stock from AUS to UK with another 450k shares dropped into UK market this morning.

I could be wrong but it appears to be the only explanation.

I think the UK ESG funds are hungry.

https://www.cnbc.com/2020/10/19/citi-stock-picks-to-buy-and-sell-on-chinas-ambition-to-go-green.html

It’s like a big global puzzle.

Companies that are now zero net emissions have seen a 15% increase in their market cap. Multi funds such as ESG funds have significant money on the sidelines looking to deploy. Problem the world has is it immediate access to NdPr.

Global attention will soon be on this ignored resource.

https://asia.nikkei.com/Politics/International-relations/US-China-tensions/China-passes-export-control-law-with-potential-for-rare-earths-ban

And so it begins, in the same way that it did ok the last spike, here comes the strategic battle for Rare earth materials.

At 6 year trading high and up 5% on the day so far.