Member Info for MU345

https://www.heraldscotland.com/business_hq/18696327.full-launch-later-month-omega-gets-covid-test-approval/?ref=twtrec

£1,200,000 monthly revenue from the Mologic antibody test alone. Only to increase as manufacturing capacity continues to develop in the background. Providing the opportunity for £2,400,000 revenue per month once the capacity has doubled to 200,000 in October and so on. Not to mention any other covid test.

Once the capacity is 2,000,000+ a week.. well.. Needn’t say anything further.

Why is AVCT still being ramped here?
Probably more useful to start ramping in 6 months when you might be closer to having a product to sell.
Whilst we'll likely be on the cusp of a vaccine role out by then. Good luck explaining a 400m MCap.

ODX - Todays news rejected by the market... However, its crucial that we have a variety of tests to manufacture. Allocating capacity where demand is strongest. Further reducing any risk which remains here at these cut-rate prices.

320% up. Sold my initial stake this morning at sub .70. Expecting some sort of consolidation... how wrong could I be.

It looks so strong I’ll be leaving the rest to run.

These positive updates which are showing good progress are frustrating.

Share price reacts much better when the tumbleweeds are blowing past.

Once updates are released more often I don’t think it’ll happen. Sellers will likely be locked out with only LTH or those willing to pay a premium remaining which will be much better for a sustained rise.

With updates being so sporadic recently, it’s an opportunity to sell for those who are bored.

When are you boys getting a CE marking? Could do with a 10% rise over at ODX like.

Crunch the numbers for 2,000,000 tests per week + Food intolerance + CD4... £1 would be criminal.

Tree100. I’m getting a bit of negativity.

I’d like Colin to wave his wand and receive huge orders as much as the next guy. But these things take time. Clearly the building blocks are being put in place now. All these validations & verifications are being carried out for a purpose and putting us in a very strong position.

As I’ve mentioned the most important area for me is the increasing of the capacity. So we are then able to produce 2,000,000+ tests per week. Allowing us to then receive substantial orders on a global scale. Producing whichever tests are in the most demand. The more tests in the armoury the better.

Our manufacturing capacity will be utilised to the full regardless. But I wish people could see the bigger picture here and what’s being done.

Excellent news! Even more so once WHO approval is granted and the device can be sold globally.

Exciting times.

I’m accumulating. The discount to the placing price seems well overdone now.

GLA

Risky game waiting for a tree shake. Because if it doesn’t do it for another 20 - 30% rise you’re locked out or paying a premium. Is it worth the risk?

I’ll be leaving my shares to grow.

Agreed Bushcraft.

I want to talk about ODX. Have I come to the right place?

Not sure why AVCT investors are over here de-ramping as the market is big enough for all. However..

This is my biggest holding because the risk is now very minimal especially at sub 150m mcap. With a pipeline full of catalysts.

I Simply wouldn’t be able to get a good nights sleep if I had the same investment in AVCT. Fair play to them boys they sure have a stomach for risk. But don’t get me wrong it has some potential so can see it being worth a flutter but not at the current share price.

I cannot believe we’re is still in this range.

Hopefully the start of a steady incline though.

This was trading at £2.70 a week ago.

I’ve started accumulating. I wouldn’t be able to live with myself if I turned down this opportunity.

If it goes lower i’d love to take some more.

Some brilliant news recently. Further reinforcing the impeccable fundamentals.

Whilst other similarly placed were able to boom to £1/£2/£3+. ODX had a speeding ticket, followed by a placing. For me this has held the SP back which now looks to be some seriously undervalued levels, especially in contrast to others.

Whilst this has been sitting in a range it’s clear the foundations have been improving each week. Numerous catalysts in the pipeline. It cannot be long before this is let go.

Anticipating an excellent week here. GLA.

The number of de-rampers around recently is making me even more confident.

It’s obvious when Joe Publics are mindlessly spouting ‘pump n dump’ on their first post that things might be about to get very interesting. We were at 92p a few months back and we’re de-risked and so far ahead in terms of fundamentals it’s brilliant.

You don’t need to fight it, you still have an opportunity to buy on Tuesday morning.. just pray for no RNS, otherwise you’ll have to get your cheque book out.

"How much can ODX really grow in the short/medium term when their market cap is c100m already based on essentially nothing but a hope of a gold standard testing device which might not even make the shelves. Are future sales/growth already priced in?"

Hahaha - In the process of developing capacity for 2,000,000 tests. They will be manufacturing a gold standard antibody test. Whilst the Mologic antigen test manufacturing agreement is looking to be very promising indeed. C100mcap is nothing but an insult at the moment. If this isn't pushing 65+ on Tuesday without an RNS I'll eat my hat. Whilst in the medium term you'll do well to find a better opportunity. One positive RNS and i'm confident £1 is history.

If you're going to de-ramp at least try and think about what you're saying. Otherwise it'll end up looking like a positive.

In other words, go back to NCYT. Its important they make all the revenue they can. Because it won't be long before their products get replaced by the far superior if they haven't already. ODX also have other business ventures such as food intolerance & CD4 which are valued well beyond the current Mcap. The same cannot be said for NCYT.

Invested here although more so in ODX. However, reading through this thread, the comments against antibody tests are deceitful when they are clearly going to play a very large role in the fight against covid. Similarly to antigen of course.

If, for example, Avacta starting working on an antibody test all these views would be reversed. Ulterior motives shouldn't impact the facts.

I think its clear AVCT are primed for substantial growth. Just don't agree with writing off other products simply because they're not going to financially benefit AVCT.

GLA