The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Traders. Simple as.
Look at the price. Definite Buy.
Another bitter loser who probably bought in on the spike and sold at a loss.
Err Tony Blair was Labour not Conservative.
Lots of positive discussion and signals across my sources. Something definitely incoming. Last time, this happened we flew into the 90s. GLA
Someone most be confident!
Why?
the faces of all the bed wetters and weak hands when ODX deliver and this rockets north. This board is an absolute disgrace and I'd argue most of the BS posted on here is from retail investors pumping furlough cash into something they don't understand. Pathetic.
Trust me, as someone who has worked in manufacturing transitions and manufacturing duplication at a global level, there is no way this could mobilise in the timescales quoted above. Absolute tosh.
Been here longer than you. I'm saying, I wouldn't want to be out of this over the weekend. Is that ok mush?
And so on and so on......
Thanks to those that provided constructive feedback. You can't argue with a contract that's > 1/3 of a billion. CK has lots of shares so it's in his interest to maximise the impact of the RNS. Why hasn't he? What is actually going on up there that we may not be being told?
To me in simple terms as to why this hasn't travelled north and for a second day we're in the red?
I don't buy the poorly written RNS excuse either. Anyone with half an ounce of knowledge can ignore a poor choice of words on a piece of paper. We have an order double the current mcap so wtf is going on?
Manufacturer! Arggh Autocorrect!
Any manufacture worth their salt would never ever build excess inventory without some sort of confirmed order. There are several reasons for this.
Firstly, we consider the 8 wastes (TIMWOODS, DOTWIMP, DOWNTIME etc.) Building up finished goods inventory is considered to be one of the 8 wastes. The O in each acronym above stands for Over-Production (beyond customer demand).
We then have the push / pull methodology. Again...any manufacture, especially high volume like ODX will pull rather than push to customer demand (Takt). Manufactures should never add value to a product without good reason, such as customer demand.
Finally, there are huge risks manufacturing product without orders in place, quality, shelf life, obsolescence etc.
These are just a few observations of mine.
How do I know all of this? I'm a Lean Six Sigma Black Belt and have worked in some of the biggest manufacturing companies globally. I have full confidence in ODX going forward and firmly believe they know exactly what they're doing. GLA!
Exactly. Hence why this NED sale is complete nonsense and spun into something that it's not.
An insider can't sell into bad news. Can you imagine the backlash if this was going belly up, what with all the tweets, LinkedIn posts, DHSC RNS etc? You simply can't do that and then proceed to deliver nothing.
Can you imagine living in a world where people troll a BB because of stock value?
They have just won a £7.2m contract for storage and distribution of LFTs according to Bidstats. Lots of centres all over the UK but also happen to have two centres 20 miles from ODX.
Weird. She's a teacher?