Regulator - Apologies for doing this on the wrong board... Whats your thoughts on N4P?? I don't have the right background knowledge to make an approximation as to whether or not the in vivo trial will be successful or not.... Its one of my small gamble investments as I think it will be huge if successful. You seem to have a good scientific background?
Nice purcahse at 33p! Strong Hold for me. The government orders will be regular and will fill our manufacturing capacity IMO. I think the market cap of £180m is about right for the government orders alone. Any news regarding sales of food intolerance, the mologic antibody test, development of the mologic antigen test etc should increase the SP further. I would say the 95p range we were sat at last few weeks was the baseline and more good news will have a positive impact on the SP.
Tw33die yes you are correct. Our ownership in P2F only reduced by 13% - but will own more of the RMS's core business as a result. Not sure which I'd prefer so just invested in both :-)
Questions to send in for the presentation next week22 Oct 2020 20:33
Key one for me is can we have confirmation the consortium will share profits from the sales of the abc test. When do you expect to achieve 1 million tests a week. Any update on the mologic antigen test progress.
My opinion is the dual listing will consolidate our shares slightly so bad for the very short term. But absolutely massive for the long term and I don't think any investor in DDDD would prefer the extra shares were sold on AIM. DDDD are clearly going somewhere and a NASQAD listing is perfect for their pipeline projects/drugs/therapies.
Yeah thats fair enough. My holding here is much higher than any other share. Yo put it into perspective I have only used half of my profit since I started investing this year to buy some of the penny stocks in N4P BRH etc. If they go to nothing I will be annoyed but it was just profits so worth a gamble.
Trickymatters youre suggesting all the shares mentioned are ridiculous and you wouldnt touch them yet you're saying you wish youd invested in Synairgen..... All the companies mentioned are high risk but have potential to multi bag IF trials go well... exactly the same as what happened with SNG Somewhat contradicting. All are risky shares yes but spread money across them with other industries.
N4P, BRH, RMS all have very low market cap with huge potential. N4P in vivo trial for Nuvec - vaccine delivery system and testing it on covid vaccines that would not requite an injection. oral administration which come be a game changer. Not just a game changer for covid but other vaccines moving forward. If successful their tiny Mcap will multiply. BRH have the antigen covid test which takes 5 minutes to get results and has had successful test results - not moving into next set of trials and discussing the test with potential purchasers. They also have investment in Pharm2farm who have results coming shortly for a face mask which kills the virus - again a game changer and also have preliminary orders for 1million in january. RMS are buying pharm2farm from BRH so again they have great potential. BRH will end up owning shares in RMS as part of the deal so both companies will benefit from the masks once good news lands...... All 3 worth a look and potential multi baggers. Obviously all 3 come with risks so worth spreading money between all of them IMO.
My understanding is that ODX are being paid a set amount per unit they manufacture which I think was £1.50 per test until yesterday when it changed to a slight increase which cannot be confirmed due to confidentiality agreement.... Someone mentioned the RTC will profit share once these costs have been distributed but not sure if this has been confirmed - will be a question for next week in the trading update. But to my knowledge the agreement is still that ODX get paid a set amount per units they manufacture. I am guessing at the cost of each test but say its £5 a test then the government order is for 15 million and ODX will manufacture 3.75million of these as a minimum..... Can someone confirm if my assumptions are correct?
Note that we dont get 25 percent of £75million. We get a minimum of 25 percent of the orders to manufacture. So say the price is £7.50 per test the £75mill order covers 10 million test of which we will make 2.5million as a minumum which we will get paid £1.50 (likely to now be more like £2 from the RNS yesterday) to manufacture. So the deal is worth around £5 million to ODX. Seems strange and I may be wrong??
My understanding of the trial was to test Nuvec as a vaccine delivery method going forward.... Can you confirm that if successful it will be used for Covid? if so then the market cap will be more than 100million!
My take is..... So if the value of the contract is up to £75million - that is around 10 million tests assuming £7.50 per test. ODX will manufacturer 2.5 million of these as a minimum and therefore the value of that contract is worth £5-10million for ODX over the next year or so - all based on assumptions?
RE: No RNS coming - it’s not an order20 Oct 2020 13:21
So if the value of the contract is up to £75million - that is around 10 million tests assuming £7.50 per test. ODX will manufacturer 2.5 million of these as a minimum and therefore the value of that contract is worth £5-10million for ODX over the next year or so - all based on assumptions?