Member Info for mafioso

We have seen that tweets from ODX are no good, as all they seem to do is quite about what others are doing and then making a connectio to themselves.

Good PR is showing what progress ODX are making that they have ownership and control of.
For example capacity growth. Show the machines that have come from Finland that make these cassettes in your Alva site are fully tested and up and running. This was supposed to be a milestone end of Dec.

But, truth be told, given the tender deadlines imminent for antibody tests, I don’t expect to see tweets I expect RNS. If Odx are tweeting and nothing else post these deadlines this will look like another false dawn.

Everyone here know that antibody tenders are expiring, so I’d rather see no tweets in this period but a RNS of a contract.
If they can’t get a contract from one of these tenders in a middle of a pandemic after sitting months with ABC test that supposedly is the best LFD version on the market then Something seriously wrong with this set-up

Q31 not 30. Apologies

For those that value research

Here is a transcript published yesterday from Public Accounts committee focusing on Test & Trace

Interesting 49 page bedtime read, but for those that want to cut straight to the chase.
Go straight to Qus 30, 107-109.

I’ll leave you all to all it

https://committees.parliament.uk/oralevidence/1524/default/

Good night

I’ve been invested here since April and building my position.

I can give you a fact. The sp now is less than it was when i bought my first tranche @55p.

Novacyt were trading @ £4 at same time and I thought I missed the boat and I bought Avact @ 60p.

Wind forward 9 months and compare SP, even post a vaccine rollout. , these are facts my friend and tell you more about progress of each company then anything speculated on these boards.

Only GDR has been a poorer performing Covid diagnostic stock, Fact

You would have assumed a rise here on run up to Antibody tender bid deadlines on expectation of immininet news or market knowing something in advance. Sentiment not looking so great tbh With this one and puts a big question mark to the inflated PR on Twitter Odx have done over the past month without much substance to them

Hope it’s not all been hot air, but it is notable how Avacta is still holding up even after their own tender deadline for antigen has passed and no news yet and they haven’t been doing any PR at all....

Would you still need to present investments if these were all done entirely with in an ISA or SIPP wrapper and they are not being drawn down?

This maybe of interest and give another perspective on potential competition in this Covid space.

Also Interesting Daily mail releasing 2 articles focusing on masks in the space of 24 hours...

https://www.dailymail.co.uk/health/article-9161009/Will-new-5-mask-kill-Covid-virus.html

https://www.dailymail.co.uk/sciencetech/article-9163135/Wearing-face-masks-does-spread-Covid-19.html

1509. - The RNS yesterday I would agree has been carefully choreographed as they have been since December.

Reins have be on the sp for a reason I feel . I’m not going to speculate what is happening behind the scenes, but what I can say is that the GM for the company over the past couple of years has always been Held early Jan The fact no date has been announced Yet (i think they have to give at least 2 weeks notice of date they post the RNS.), suggests to the votes on warrants won’t now happen until early Feb. This will cause on an ongoing drag on sp until we can get more certainty on warrants being
Voted down or more confirmed news of CE mark and machine commissioning.

Maybe the new BoD are waiting on these key milestones being reached , before announcing GM as this would give More assuarance to investors to vote down the warrants. I don’t know.

But SP will most certainly linger in the low to mid 2 range in the meantime.

This will test everyone’s nerve now

https://www.dailymail.co.uk/health/article-9161009/Will-new-5-mask-kill-Covid-virus.html

To be fair P2F has the potential to outgrow RMS and it’s main business lines if it maximizes the potential of its nanotech to other product lines and a demerger should not be ruled out as soon as next year to heighten the brand more.

Have seen this already this year with TILs when they spun Accustem Sciences Lts with their unique StemPrintER asset

* Trigger factors

Wouldn’t rely on that theory. One thing you can say is if 400m new shares were to be floated, it would reset the sp by up to 20% from what whatever level it has reached so same mkt cap is represented.

But given so much more news is due and so many tiger factors can launthnthis sp, I wouldn’t worry about 20% adjustment here and there. If warrants are voted down it’s a bonus, but CE mark, production and sales is what everyone is looking for that will significantly move sp from where it is now

https://palermolive.it/mascherina-killer-uccide-virus/

We should be finding out shortly when the AGM date is which will confirm outcome of the voting on proposed New warrants

They similar in the sense that are one of the few Covid stock that can both develop and produce the product to bring to market and are not part of any govt consortium which bounds them under NDA rules , politics and beuarocracy. They are master of their one destiny like NCYt was and have a product gap they can fill

Odx have fingers in both Mologic and Avacta Developments anyway so they are hedging their bets one will come come through hopefully They can manufacture

Satellite - Mologic and Avacta are the one developing the antigen test. odx doesn’t develop anything. oDX a relying them to get these passed phase 3 clinical trials. Odx are the. doing tech transfers so they can produce and supply it themselves. But if Mologic or Avacta not successful Odx has no one else to produce for Currently on antigen side.

Ok - so we are relying on Mologic or Avacta to win the LFD antigen race

The way I read this is if we vaccinate everyone, then booster jabs every 6-12 months is all that is needed to stay protected. Antibody tests would then be being used for surveillance studies and not for mass home use

Antigen test are the remaining need going forward in terras of mass testing

Not sure what to make of this news. If it’s proven vaccines offer protection for up to 5 months their won’t be need for regular antibody testing if govt aim is to vaccinate total adult population by autumn