Member Info for Muck165

Yep - looking v promising at the mo

Lol

There is so much which is positive here, but the DF seems so obviously telegraphed for the next few days that I’m struggling to accept that a fair amount of its value isn’t already in the SP. I’m a holder and really hope I’m wrong...

@O&W - great news! Assume they were definitely talking about an antigen rather than antibody test?

Apologies if this has already been asked, but to what extent do people think DF is already factored in to the SP?

Do you think there will be much (if anything) in the June presentation (whenever that’s delivered) other than what is already known? I’ve increased my position in hope, although surely anything meaningful would have to come by RNS.

But now PEEL @130...

DF end June. 100k tests end July. 200k tests end August.

181,000 cases yesterday with 55k in Brazil and numbers in the US and India on the up. There is ever increasing need for quality testing....

https://www.worldometers.info/coronavirus/

I have been wondering about a few things and would be grateful for any help;

Once DF is reached and Abingdon release the manufacturing protocols to all other RTC participants;

1) will there be a uniform price for the test across those participants or will they be competing?
2) Are there set proportions of the total that each participant can make and sell, or will it be a free for all?
3) Who owns the IP? So, could Omega establish its own markets for the product and sell it anywhere in the world, or will it be restricted in any way?

Sorry if this has all been discussed before, or if the questions are silly.

Thanks in anticipation

Let’s hope so! But I think the more immediate question is whether or not Affimers work in humans. Again, let’s hope so!

Thanks Dryland - have done some of the vids but will look for more!

@care4shares - exactly, and glad I'm not the only one!. Really what I am trying to get to get grips with is how the MM's manage the market and, perhaps more pertinently, how one might discern what might be going on in the background from the ebbs and flows of the L2 book.

In a similar vein - can anyone suggest anything decent to help me understand L2! I've done as much reading on it as I can and have spent more time that I care to admit watching it over the past few weeks, but I am still trying to get to grips with the nuances!

Or could just be profit takers - it did open c30% up

Seems positive but there has been a relatively muted market reaction (+11%), perhaps because it’s only an MOU with 90 day DD period, and an uncertain potential dilutive effect should it become binding.

More about POSCO at https://newsroom.posco.com/en/poscos-new-growth-engine-secondary-battery-materials/

https://www.londonstockexchange.com/news-article/ACP/conversion-of-clns-exercise-of-warrants-and-issue-of-equity/14569279

In case anyone missed it..

Apologies - just read the “taking stock” thread

Given all the positive economics, growing demand etc, can anyone help me understand why this is still priced at what seems a glaring undervalue?

Thanks in advance