Member Info for Gazelleman

Good post sense man but CRA has said in a dec RNS that it will no longer publish monthly NAV information and so we will no longer get these updated RNSS?

I thought the interims were good and the ammonia market is really exciting. Cooley is always neutral when asked about daily share price action. The recent raises were all oversubscribed, and there is plenty cash in the bank. I thought what he said was bang on, and straight regarding a period of delivery, and manufacturing capability. Plenty reasons to think this will reward by Q4 22, I think was mentioned.

52 week high. Didn't think I would see it over £25 this early in 2022.

Thanks for this. I am just so annoyed. Why publish this at half 6 on a Friday. It looks not normal practice. Come on RB.

Has Maris sneaked this out at half 6 after everyone has gone home for the week. Jeez. What timing and looks like a financial write down?

Plenty lateral flow tests in Berwick upon Tweed. Orient Gene ones at Boots this morning - pack of 7 - no queue.

I'm a bit concerned about the financial books looking back to the 1/2 yearly results too, so I have just been over the presentation again:
As of 30 september - Chris stated the following...
£4.7 M in bank
£0.5M cash burn per month
+£2M on the P&L sheet provided by DHSS
Consumed (£2.8M) in Global Health business incl COVID stock.

This looks bleak to me. They are overmanned, and underfunded and are running out of time, and money.
Perhaps worse off by not owning any IP.
Made a loss on COVID which is the reason a lot of PIs bought in back in 2020. Unbelievable really.

Last night CK confirmed that the 2M test capacity per week was 66% government equipment, and 33% ODX own capacity which means ODX have 330K per week currently for Health & Nutrition and Global Health divisions. Lets look at slide 17 for 6-months where they made £1.56M - It is clear that covid subcontracting for surescreen and pharmact make up 55% of this profit, but we dont know how many test contribute to the £863K - lets say its 0.50 per test so they may (optimistically) manufactured 2Million covid tests to round it up a bit. This isn't many, and therefore the numbers on this Financial slide look really poor. Really poor.
Going forwards, it is all about whether investors believe that the Global Health profitabilty can increase. I'm no longer sure of this, because it really feels like picking up scraps from Surescreen, Origene, and Pharmact to me.
The Health and Nutrition side of the business does look better, but that's not the reason the PIs piled in, is it?

I'm not so sure - we are well below the placing price of 42p - and they only have 5M cash. The MCAP is high, relative to shares in issue. I would suggest ABDX or NCYT a better bet.

That presentation was painful, and kind of comedy gold. I think CK actually said a lot, if not too much between 17:00 and 17:15 on antigen test, legal advice, companies named who walked away, and I am going to have to re-listen to that again. Almost too honest me thinks. I run out of patience overall and dialled off when the CFO came back on the line.

Just before lunch I bought another tranche - the 279, 678 rather than a straight 280k. Its gone through as a sell. Now I know a lot write about this "dark" stuff, but this is the first time it's happened to me.

CRS have issued the RNS but resolution 10 did not get through, which is a bit of an issue. Not sure what happens now, but vote went 50% not 75%.

Too quiet. I remember Encore (EO) was similar for weeks then a takeover was announced. How can a SP be soooo flat?

This thread is from August when the share recovered from 28p to an intra-day of 82p on the testing RNS. I was going to comment that this share has frustrated the life out of me over last few months, but hoping for good results tomorrow, and back into profit. It does seem to move quick this share...

no problem buying now - 32.499 for 10k shares

Dispatches tonight has a piece on blue, and green hydrogen and a short piece with Cooley. Nice piece of PR and some bad review of blue H2.

I have sent email just now. I have been in since 2014, & sold out in 20s after Trice left. Now back in and feeling encouraged by the CA involvement. Hope all this works out for all LTHs - good luck!

This share is pretty liquid, but its been in auction to buy since 10:10. First time I have seen this with ITM ..

I recognised the name immediately. Very recently he was selling out of ODX as he had about 25% ownership of the company. He had bought in at low 5s and started selling in 90s. This of course pulled the ODX SP back at the time, and it took a while for the sells to go through. its worth following his strategy I reckon. Buy at 77 and sell at 300 ;-)

Thought I’d post here as I’m generally bewildered at the recent lack of interest here. Price has dropped but an investors call in a few weeks I believe. Any interest?