Member Info for DugWalker

Makes 'a significant personal investment' in OBD.

This is the kind of endorsement I like to see.

Https://www.linkedin.com/posts/stefhamill_im-happy-to-share-that-i-have-been-working-activity-7129784314245861376-an7K?utm_source=share&utm_medium=member_android

Jona,

How do you conclude that 'it is clear placees are selling'? The simple fact is you have zero basis for such a claim so why make it?

@comical1

which news programme did that revelation about toilet literature appear on? were they seriously suggesting that a significant proportion of the male population is unaware that ******* blood is good reason for an urgent visit to your gp? a waste of all too limited nhs funding if you ask me.

besides, i cant see a few posters in toilets transforming obd's growth trajectory when we already have medicare, medicaid and bupa on board.

still, as precursor to the predictable negativity of your last two sentences it was an admirable. if entirely transparent, attempt at turd polishing.

at least you didn't mention the need for a nasdaq listing this time. :)

Hi GMS,

Can't say I noticed a particular uptick in volumes following the Jeffries Investor shindig. To be fair I wasn't paying great attention so something might have passed me by. Would be good if some II's were quietly accumulating though.

Looking forward to Q1 '24 as I expect many positives here starting with the year end results and updates on CiRT and PSE commercialisation. Steve Arrivo will be busy trying make a mark. We also have lab certification, new products arriving (colorectal test?) and probable announcement of participation in Transform and maybe some more deals with insurers (BUPA 2). PSE sales should get a nice boost when the US reimbursement code goes live in January. Don't see the SP down here very long and I've been gradually accumulating since it dropped back into the '20's.

The company has been developing its senior management team (and its capabilities) and at the same time it has been expanding lab capacity and recruiting staff in anticipation of greater demand for testing.

Growth at this rate suggests high confidence in the ongoing commercialisation campaigns for both CiRT and PSE. A company going places.

Nice find 5085. Wonder if we might get a nice pre Christmas RNS about a link with the clinic?

Not many sells GMS. Most seem to be holding in anticipation of what's to come. Good to see.

I agree Chaps. It is early days, however if I was facing a biopsy I'd buy one in the blink of an eye. I don't expect the numbers to be huge at this stage but if we are managing a handful (single figures) of sales per day a profit margin of circa £500 per sale makes a significant contribution towards the company covering operating losses. Hopefully CiRT sales still on an upward trajectory too! Fingers crossed and GLA.

The January update should be a belter. It's not often companies talk about accelerating product development and commercialisation (PSE) due to 'unprecedented demand' (April RNS) that became 'overwhelming demand' in the May RNS. Couple that potential with the rapid increase in CiRT sales and the boost to those from the BUPA deal and the current SP looks extremely cheap.

Yep 5085.

Notice issued 30th November confirming medicare and Medicaid charge code for Episwitch PSE from Jan 1st.

For those interested in incorporating into your lottery numbers the code is 0433U. I'll just top up my holding as its more likely to pay out.

@5085.

Does that suggest UK lab operational from early Jan?

Good news if so.

Just don't get the obsession with Diggle. Last time I looked he had bought more than he has sold in 2023. The recent selling has been a small fraction of his very

considerable holding and was most probably a compliance issue with Vulpes risk management to keep total value of holding below limits.

DP he sold at 45p less than 2 weeks before the news on BUPA dropped.

Sounds like a smart move.

https://thebusinessmagazine.co.uk/corporate-finance/spirent-communications-announces-series-of-strategic-business-moves/

@CFHM

Buy the dips! Can't see this being less than £1 this time next year.

4 spectacular RNS's in 3 months. Company appointing senior marketing personnel and bolstering lab infrastructure and staffing. Yet you would think nothing is happening here. Typical AIM traders.

January brings half yearly update including news on CiRT and PSE sales. Likely to signal a transformation of corporate finances to profit making. Potential for deals with US hospital groups or announcement of new tests that could drop anytime. A bit of patience would serve some well. It's only newspapers that provide daily news.

Have they dropped the bid by a chunk?

@Steve.

John Burrows explains how OBD exploits this type of database from about 8min 40 sec into the presentation below.

With the Medicare and Medicaid dedicated reimbursement code live in just a few weeks I wonder if we'll get a Dec Santa Rally here?

https://youtu.be/tv1zufLgtQM?si=t7q5IUEpBiX5MJYM

Given that permitting and/or drilling schedules are not in his gift, what do you suggest he should be doing that he's not already? I'm not happy with the lack of news as it constrains the SP, but the bottom line is we are making money and are accumulating nicely. Good position to be in if worthwhile opportunities arise.

I'll be ecstatic if we get to a scale allowing us to maintain the required share price to list on Nasdaq.

Our friend amica1 is calling for a dual listing now, irrespective of the costs and is using the lack of a dual listing as a stick to beat the SP.