Member Info for jollygoodya

Merchant, there's been some huge buys on the back of the old ii's selling. Those volume of sells could not in my opinion have been absorbed by pi's. So quite miffed at the lack of Tr1/s. Am convinced there should be some notifications out already?

JA/Chuggley, yup we do not need the stock, the idea being people need to hold for longer than a day and not take hits, that's the problem. Waiting for investors to load and hold for the big gains, which are undoubtedly coming.

Merchant, very valid point.

Merchant, therein is the problem too. Due to level of pi ownership, sp is subject to 'mood swings' and is played like a fiddle too atm.

Nice Hasiba :) didn't manage that many myself.

I like the rattle and shakes to add to my holdings.

Would also make sense for infrastructure companies, such as Kier etc to have our power generators up and running, especially in remote hs2 areas. Need AFC actively reach out to big players and demonstrate advantages to gain traction imo.

50ks being munched up :)

Mucksy, certainly a signifcant opportunity stateside. Need to forge stronger connections overthere.

Haggis, shows the tip of the market. It's a multi-billion market. Huge $1billion fund raise is a drop in the ocean. Their plans are absolutely enormous. Proves market has completely switched onto this sector and AFC in the right mix. Literally everything power related will be moving onto green tech. The beauty of our range of products is that they can be flexibly utilised in most scenarios. 2021 will be huge for AFC imo.

Herd immunity, question is how do you figure out who is immune and who should have the vaccine and who is at risk? In my opinion demonstrates the need for testing.

The potential is quite signifcant and longer term the industry has a big role to play in the fight against new variants of all known viruses and newly evolved ones.
I think the numbers in the finncap report are very conservative as there are a lot of unknowns. Once concrete orders start rolling in, we'll have some q°visibility. At the moment I'd work on GP margin % basis multiplied by projected revenue. TBH I was working on 60% using the historical figures. Even the sales numbers can only be best guestimates of production targets, the number are pretty well masked.

Merchantbanker, thanks once again, signed up and logged in. Seen the report. Gives a good broad overview. Margins from the info given come in at 52%. I note that historical margins have been consistent at 64% give or take based on review of historical financial statements (albeit non covid related). Curious about the antigen numbers though?

Thanks Merchantbanker. Couldn't access it via the ODX website to the finncap link, got an error 404 message numerous times. Cheers.

Merchantbanker, some interesting stuff there. Can I ask how you arrived at them costings? In addition my understanding based on the RNS was 200k tests per week in November; 100,000 in September. Anyone have copy of the finncap report 22/6?

Imo crawling along the bottom now. Hold and I'll be rewarded. As I said expect major news q4 on ODX. Hopefully nice update at interims too. Nearly there on multiple fronts, technicals and news inbound. Dont think this will hit the exagerated lows. Gotta laugh.
1/ Testing to go hand in hand with vaccine
2/ Oxford/AZN related tests in production
3/ Over 3billion Azn vaccine on pre-order
4/ our tests will be needed on 2-1 ratio minimum.
5/ Huge upscale in production to meet demand.
6/ CK says all production ear marked
7/ CK says sales will be SIGNIFICANTLY higher
8/ ODX on projected revenue, well undervalued
9/ Dont forget WHO pre-qualified CD4 tests. Earmarked and included in UN agencies roll out prog.
10/ Chinese approval for food intolerance test
11/ Agreed distribution partnership with chinese partner.

Bargain price imo. CK, waiting for my Xmas present. Thanks.

Agree chugley. Radio silence is damaging his own company in the short run. Atm technicals are in play. One RNS will propel this sharp and put the technicals into touch. Meantime holding. Tests will be a pre-requiste to the vaccine.

Looks picture perfect. Range bound Jun-Aug (early Aug) and then sp broke out to the upside and hasn't really looked back. Illustrates market take up on the direction of company. Thankfully ditched DTU tech, a bit disappointed on selling denver assets. However overall a shrewd move by BoD into CBD.

* I can, not i've can.

Spot on drax. The sp will move according to supply and demand and what value people guesstimate for major news. However, I've can only be positive, If i'm invested otherwise what's the point. You weigh up pros and cons and make your decisions and be positive on your investment.