Member Info for GreggsStottie

RM said "given our efficacy and double blind placebo testing etc....etc...we should be able to charge more than Remesdisvir." Straighf ftom ths hirses mouth...

I will go with what our CEO says.....but even if its $3000 that is a huge payday for SNG...

Having recently bought in during the £1.75 placing I was a bit despondent seeing this drop to around £1. As a result of this I trawled through my research again to assess my position. I was happy to hold given the medium term opportunity.

Seeing it drop again over the last 2-3 sessions was annoying (why didnt I trade some???)...but I still believe in my investment. Nothing has changed other than short term sentiment. Once the P3 trials are out and we are selling 100,000 treatment courses, (perhaps even increasing this)....the Pfizer/Ofxord/Medina trial data is further trwaled....we will see £4.20 plus.

We just need to adjust our lense and buy in on the dips to get as many golden tickets as possible!

Good luck all.

Perfect thank you...it wasnt on the webinar listing somehow?

Sharedealer - The webinar is not showing on the NIHR website...do you have a separate link you could share please?

We had to pay for placing shares at £1.75 prior to them being admitted. II's need to do the same, otherwise they would not be admitted to the market. SNG have the cash in their account and timed it to perfection.

I would love a lower entry point for my next tranche of shares, as my timeframe is not 1 day, week or month. I believe in the science, quality of BOD and the contracts we now have in place for P3 trials. Roll on 100,000 treatments a month from Jan 2021. I was lucky to get in at 35-50p range.

Our time will come!

Has anyone contacted the company on this subject?

That gets each test up around £1.70 whicb is where we thought...thats the 1st £1m order...im sure will see more in the coming weeks...

Yes makes sense Snowking...but thats just the UK. We have the rest of the world to supply.

Logically you have to think that the sp will rerate at some point. With 170m profit there has to be a dividend.

Good luck all...

I have never had an issue selling odx shares so liquidity is enough for my holding. I suppose Buying/Selling could have a bigger impact on the sp... a lot of holders will be in for the medium term as they believe in the future of odx.

The reality is that if you believe it will be higher in q1 2021 then hold or trade. I still think this will be up nearer £1 at Xmas, but that needs the relevant approvals.

Happy to wait this one out due to the profit potential in 2021 and beyond.

The high pe is based on past/recent turnover, not potential and likely future earnings.

So, shorf term the £1sp is a high pd, next year it wont be. IMO. It depends on your timeframe and investment style.

After 10 years of investment i am starting to lose emotion and I realise that its sbour the total pot. Its woryh havinv a trading pot.

Fig tree...i'm pleased that someone else has checked the figures and sees what I see...

Sneller selling has given us a great opportunity to maximise returns. Whilst if is frustrating to see the SP where if is, I can't help but think that in Q2 we will have rerated considerably.

Time will tell, but I think theres more upside potential than downside within a 6 month timeframe.

It will be something like this from last year...

https://www.lse.co.uk/rns/ODX/interim-results-mt8yyog09f8579p.html

For me, this is a buy all day long. Selling 2.5m tests a week at £1.75 with 75% GP = £1.31*2.5m = £3.2m per week profit. Annualised that's £170m profit. (This is worst case as they will sell Aids/Food Doctor at much higher costs per unit and profit will be averagely higher....).

However, assuming an 8x multiplier for value that takes the EV to £1.365bn / 5x = £853m
Shares in Issue = 180m....
Current Market Cap = £102m

I would say that the opportunity is solidly stacked in our favour. In short, I believe there is potential for 8 to 14x current mkt cap (£4 00 to £7.62 is possible).

Its a BROAD SPECTRUM ANTIVIRAL.......that means it can treat MOST viruses...that includes Covid-19, 20.....50...300, COPD....anything where bacteria has colonised.

Covid 19 is just 1 string to the bow, and will save £'000 in avoiding hospitalisation...a small price to pay.

Elsol, Yes, a vaccine is great. But, what if it doesnt work, or a new strain comes long and a new vaccine has to go through trials etc...we will be there with sng-001 to save the day.

We are making 100,000 courses a month.. they will be taken. 15 years in the making...a knighthood and 82% recovery rate. Twice as likely to recover, quicker than no treatment.

FYI I think they will be paying $3500 to $4000 a course with a 75% margin...

Mug..then email him and give him a strategy on how you would deal with this. He said that he wants shareholders to be his eyes and ears...

Tell him your plan...or why not tell us how you would attack it. In a positive way? What works best?

Apologies for the bad predictive text...

Remesdisvir is $3000 a coudse,..Richard ssid that hd thinks the results expected and positive impacts mean we may bd able to charge more...RM was awesome i thd call. Very calm, cool and knowledgeable. A genuine chap who will be VERY rich off the back of saving lives.

Despite the sp, it is great to be a small part of this company.

Gross Margin will be c75%...all pharmas I have knowledge of work to that level.

I would take £85 a share in 2 years...lol.

Well, this has the chance to go back into the 40's, despite the massive future ODX has. It also has the chance to go to £3-£4, based purely on selling 2.5m tests a week from Marc 2021.

They are doing everything right, but we have had persistent sellers (Sneller, Legal and General). Sneller has his reasons for selling, and no one here is privy to that. L&G I believe are closing a fund....IMO this creates opportunities for us PI's...

If you worried about investing, then I suggest you wait and see and when MRHA approval comes and sales pick up you will be able to ride the run up from here to over £1, or from £1 up to £3, or somewhere in between.

I have found that you have plenty of time to invest on AIM. You can ride the waves or wait for the low points to keep drip feeding to the market. Research is the key and make sure you understand what the company is worth and stick to your plan, unless something changes.

For me, this is a buy all day long. Selling 2.5m tests a week at £1.75 with 75% GP = £1.31*2.5m = £3.2m per week profit. Annualised thats £170m profit. (This is worst case as they will sell Aids/Food Doctor at much higher costs per unit and profit will be averagely higher....).

However, assuming an 8x multiplier for value that takes the EV to £1.365bn / 5x = £853m
Shares in Issue = 180m....
Current Market Cap = £96m

I would say that the opportunity is solidly stacked in our favour. In short, I believe there is potential for 8 to 14x current mkt cap. FDA approval is an awesome piece of news.

Any other views gratefully accepted.

Yes, they are......they can have my shares for £3 a go.