The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
This is huge, expect investors to start putting 2+2 together on this. Will light a fire under the SP.
About to get exciting up in hear.
Very interesting- so there is a usability study happening.
Likely this is the gate to MHRA approval.
Well played sir!
Look at the share register - Sneller has dumped an additional 1.3 million shares since the last TR1 on 15/9. No doubt we will see more shares sold when the register gets updated over the weekend.,
Since the last TR1 Sneller has disposed of an additional 1.3 million shares (the share registry on the omega investor relations sight gives the latest number)
We’ve still clearly got a big overhang to move past. He’s prob sold more this week as well. He’s currently on circa 11 million shares.
1. Allyson Pollock is listed as being a member of SAGE (she isn’t, she’s a member of the politically funded Independent SAGE group)
2. The author has used an out of context comment from David Ashton to provide a strap line
3. David Ashton is a known critic of the government
4. PHE have approved the test already
5. All comments are interspersed with political comments
6. The gent who wrote it has been Tweeting about how pointless antibody testing
7. Allyson Pollock has been Tweeting in defence of John Deeks
In conclusion it is a hatchet job, probably in retaliation to what happened to Deeks on Friday. The journalist has found the most obvious detractors he could lay hands on.
Thanks for your email and interest in Omega.
Colin mentioned in his presentation that the Company is looking into the possibility of increasing lateral flow production within the current Alva site from 0.5m to approx. 2.5m tests per week and he expects this review to be completed this month and if this is possible equipment would be ordered.
Best regards,
Sam
Hi folks, do Abingdon own the IP for the antibody test?
Desperate to know the terms of the agreement so we can work out what we get (don’t won’t to get stiffed with 0.75 per test)
Hi folks, have digested Colin’s presentation and thought I’d share my unanswered questions / thoughts:
1. When talking about value of non covid business Colin talks about a £100m business, PE for this assessment still seems low(ish) - when you look at Quest for example they trade at a PE of 17? (Guessing more IP involved)
2. Roche are interested in the Mologic tests, where potentially will that leave us if they are selling them to?
3. Long tail covid business - does the fact that we don’t have exclusive rights to any of the products leave us at the whim of license holders? (Unclear how long product license terms will be)
4. If we pull the trigger on the ramp up to 2.5m p/w this month - what’s a realistic lead time for this? 3 months?
5. Colin talks about 2.5m per week but in another breath talks about revenues of £100m in five years, seems massively undercooked if they are going to backfill that capacity unless they are focusing on low margin tests.
6. Lack of IP / parents concern me as it makes us a unit price play, if the testing market grows hugely over time we will get muscled out.
Just some obvious questions that came to mind.
Think it has to be peer reviewed
You’re an idiot
The amount of volatility in this share in the past few months coupled with the fact that we are now starting to form a firmer base gives me confidence that for the first time we are made up of mostly investors, not the hot money idiots. A leg up is imminent - a 50% re rate would not surprise me in the slightest.
If anyone is interested Itsallagame goes by BruceVictorAnthonyFox on Twitter - known deramper.
A month ago £2 seemed sensible and £3 highly aspirational.
Today £2 would be a major disappointment and £3 feels like par.
By Xmas we will be looking back at this range as a man caught in the eye of a storm looks back at the gentle zephyrs of last summer
1. This will be excellent to watch when the market switched from risk off to risk on and this marches back up the hill - the bed wetters will learn an important life lesson
2. I see this as a useful pull back from which to build the next leg up. Flush out the weak holders (there are lots), bring in some actual investors.
3. The hot money sloshing around will mostly end up with the brokers if you over trade.
Just relax.
Lots of people got spooked by yesterday, the whole market is down.
It’s not a reflection of ODX.
Take a cold shower man or ask someone nearby to slap you.