Member Info for Grasshoppers

Nothing like a good read first thing after trades. I have mentioned this before, had a muted response. My feeling is the delays could be around the Tech side/the APP or software that links into the current tracking software. I would think after the shambles of T&T and the poor turn around numbers that came out yesterday, that the Gov. would want to collect data on home testing. You also have issues with data protection. Considering the UK RTC is backed by Gov PLC, then taking this product to the public without knowing the results of home testing, the press/tory oppostion would have a field day. Who knows, all conjecture on my part.

Have a look at BNM, non covid. I have been in for a while, its defo worth doing some due dil on. GSK, something to consider, its on slide and talk of 1300, but I am unsure.

james2k66, I think that is given. LTH need to try and understand more about what goes on in SA and its border countries. Eskom supplys electricity to its neighbours, the potential market of Bushveld is on its doorsteps. The only slight issue being China and if they want to get more involved.

Yes, RegulatorUK, I know. Bit strange not to be on a UK server, read what you want into that.

Here is the reply:

Dear Mr XXXXXX
In order to arrange a DHL pickup, please telephone your local DHL shipping center and provide the following information:
Our DHL account number: 961596884
Your return waybill number: attached on the return shipping sticker
Let me know if you have any further questions.
Sincerely,
Nairobi

So I have asked again, is this being shipped from the UK or?

Here response:
Dear XXXXX
The kits come with prepaid shipping labels and UK orders do not pay a shipping fee.
Sincerely
Nairobi

Conclusion - Its not being sent via the UK. Also note its not the most proffessional email, no signature etc. You have the obstacle for some using DHL, no P&P charge to the end user - Thats costing them anything from £7 to £11 if its inside Europe and if they are getting a discount rate from DHL.

This was published yesterday, I read it last night, bit of long read but essentially this IMO is all geared up for big retailers to get involved, ie: Boots. We had a converstation yesterday about this with the legal framework as it stands today, but I still think this will be abandoned/or adjusted.
https://www.gov.uk/guidance/self-declare-as-a-private-sector-covid-19-testing-provider

The site has been updated on the 1st October, its based in Ontario - Ottawa, Canada. I sent them a mail, see where they are shipping from.

@RegulatorUK - Are you serious with this question ?"

I wouldn't of thought so, I jsut wanted to see if you had a sense of humour.

The commercial side is one thing and will drive this forward - There is going to a be a massive market in the leisure industy. Companies like Victron Energy (worth looking at their balance sheet) is where the real margins will come into play. Think about the caravan industry alone, the boating industry, self build, expedition vehicles, the market is dominate by a few players and wide open. Biggest issue for lithium is cost and to re-charge, either via solar panels or generators. Don't forget electric scooters etc.

Big USP - V-flow batteries are fully containerised, nonflammable, compact, reusable over semi-infinite cycles, discharge 100% of the stored energy and do not degrade for more than 20 years.

Video - https://www.epfl.ch/labs/lepa/grid2mobility-demonstrator-martigny/key-technologies/redox-flow-battery/

Residential Use - https://www.vanadiumcorp.com/news/industry/residential-vanadium-flow-battery-systems-under-development-for-australias-solar-storage-market/

Several companies working on concepts to insure they are small enough to be used, its watch this space and keep your on the prize. GLA

The global solar energy market was valued at $52.5 billion in 2018 and is projected to reach $223.3 billion by 2026 - Commerical.

The global camping and caravanning market reached a value of nearly $49.9 billion in 2019, having grown at a compound annual growth rate (CAGR) of 5.6% since 2015, and is expected to grow at a CAGR of 7.5% to nearly $66.7 billion by 2023 - Leisure

Boats that Float - https://www.prnewswire.com/news-releases/the-global-recreational-boat-market-by-revenue-is-expected-to-grow-at-a-cagr-of-over-11-during-the-period-20192025-301036874.html

@Casper786 that sums it up perfectly.

@RegulatorUK - Is there anyone else who can manufacture for Abingdon? If not, do you think ODX have a contract in place/or talks to manufacture all of Abingdons orders?

Lets hope so, GL.

This is like being on rollcoaster twister, left, right, up, down, sideways...

chris151291 - You need to remember why you bought in, the fundementals of the company. GL

I bought more, why run? You would think nothing is happening out there in the world.

propertyboy, he is a good honest guy, been following him for a while, had a some good chats with him.

RegulatorUK - I have an opinoun, its obvious it does not coincide with yours, which is fine, hence by BB's etc exist and why everyday is a learning curve. You will also know even BOD disagree with the right route to market etc, as well as shareholders, and lets face it, you/I and everyone else on here has little insight, we are all to some degree speculating as to future events. As for your comment 'If you actually understood the business you wouldn't be doing that' IMO the window I am looking through I have a very good understanding, it just does not at this time agree with your view. Been great to chat, enjoy your day.

RegulatorUK - I have not miss-understood it, second time you are hammering a blunt nail. Before I put my cash on the table I looked at their site. I perfectly understand the consortium, why they got into bed with each other at that time. I also perfectly understand what a 4 way split of PF margins are and the overall impact that inflicts on a small company. At that point of time that was the need to sign such a deal, you would not sign such a deal today with the information that ODX now have. ODX have always had and will always have a range of tests, that is not what the majority of investors are here, or are you stating ODX share price would be as it is on the back of other tests, if so I would not agree with that point of view.

What I would be doing as I have done is insuring my PR/Marketing teams where out there getting orders in and promoting the product/which I would hope they are doing. I would not like to be in a position of working my full/or most of my manufacturing capabilties on an order that has such low margins, better to work on high margins and use your manufacturing skills to service those orders. But I also undersand deal is a deal, so manufacturing expansion is key, which has been discussed on this BB numerous times.

RegulatorUK - You are right, its not a start up company - wrong wording - What I should of said its a start up company in the sense why we are all here, CV19. So that is why I use that wording, I was not involved in this company last year, or the previous 29 years - From March onwards, so to me its a new company as it has developed a new product, as most of all the other companies that have had major increases in their SP over the last 7 months, for one reason only, CV19.

RegulatorUK - I understand it, thanks. Lead supplier, correct, with margins that seem/might be on the low end. When I use the word 'need' its more 'needed' in otherwords lets get the distrubtion moving instead of all the talk around RTC, use your USP, manufacturing to secure orders in the UK and further abroad. The manufacturing process currently is limited, they are no in a positon to supply everyone, or are they?

@RegulatorUK I understand that. And there lies the real problem long term, for RTC and getting going its great, but long term its not a business model that will produce the profit margins. ODX need a distrubtion arm/wholesale/call it want you want, that is where the real action is and long term selling in new products is a lot easier/getting pre-orders on new product/or advice on RnD from your major clients is what pushes any company forward.