Member Info for PDMSPiper

Hat tip to Heidoil on twitter for this great little find.

A discussion on BBC about immunity passports where people are saying that users of dating apps are already claiming to have antibodies and immunity and an interview with John Holland Kaye, CEO of Heathrow airport, talking about immunity passports.
There’s obviously a lot of debate about immunity and social elitism etc but this is massive. It’s coming. The public will want it. Have a listen....

Immunity passports discussed from the beginning for 10-15 mins or so.

https://www.bbc.co.uk/sounds/play/w3ct0snk

The Company have near term plans to scale up to a production capacity of over 4 million tests per month. See message from twitter company DM...

“Our current capacity for lateral flow tests at Alva is 100,000 tests per week. We are currently in the process of increasing that to 200,000 tests per week and looking at options to further increase to 500,000 tests per week.

Our capacity in Littleport is currently just under 50,000 tests per day. We are currently looking to increase that to 100,000 per day.

We only have two manufacturing sites.”

If we apply a conservative retail price of £6 per test and a conservative margin (for MTKs) of 40% then that gives an annualized free profit of £120,000,000.

Apply a conservative, attractive P/E ratio of 10 or so and that’s the valuation in twelve months or so.

This assumes, as confirmed in interview and RNS that the tests are finished design wise and WILL be produced and the leaked DM article was correct and the Gov will order an initial 50 mill from the consortium. This will give Omega the funding required to implement the expansion plans and fully monetize the test manufacture to full capacity.

Massive global market, unique product, manufacturing capacity approaching 50 million per year at £2-3each min clear profit.

Robert’s yer mother’s brother. :)

Seconded Dibs. I already asked the question also. Two manufacturing sites only currently, Alva in Stirling and Littleport in Cambridgeshire. Near term plans in place to expand both. Alva already expanded as the news was leaked by the landlord and it was done using Howdens. No confirmation of level of capacity expansion.

Great to have you on board and have your professional opinion Snowking.
I think a lot of fear mongering why the WHO and others has been highly politically motivated and now they have to row back on it.
Obviously without antibody immunity there can’t be a vaccine either.
I’m sure it will all become clear within the next 8 weeks max. We are reaching crunch time.
Big decisions and big announcements will be made over June and July by the government and big businesses like Heathrow airport and Manchester Airport, Eurotunnel, Eurostar, P&O ferries, Brittany ferries, Airlines are all going to have to announce the strategy they are using to screen passengers and they’re all going to have to place orders for those products.
I’m betting Omega will be getting a lot of big orders for these rapid poc tests and it will be another RNS a week with big supply contracts.

“We’re gonna need a bigger boat!...”

All the evidence points to antibodies providing immunity. There’s lots of study evidence for that. Govs dont want to say that though officially yet because they are still trying to keep R down under 1 and they don’t want heroes everywhere getting the idea that they can infect themselves purposely then ignore any lockdown.
We’ll be told officially that antibodies provide immunity when it suits the government strategy, ie when home antibody tests are available and they want to get people back to work, which is soon.
What we’re told will change at step, as it already has.
Our step is coming soon. Antibody tests and immunity. Let’s get back to normal. That’s just a couple of steps away.

This story in Spain illustrates why antigen testing won’t be used by airlines or airports.
Passenger thinks he’s negative. Turns out he’s positive, whole plane quarantined. Lol.
It didn’t solve anything. This is bad publicity and bad for airlines. Who’s going to pay to fly when there’s a chance you’ll be quarantined. No thanks.

https://www.dailymail.co.uk/news/article-8370409/Spanish-flight-quarantined-passenger-gets-positive-coronavirus-test-result-air.html

NCYT is a machine lab test. Are we all sitting in departures for three days waiting for our results.

Better build bigger airports and bring some beds in. Lol.

Debbie you need to ring Heathrow and tell them they’re doing it wrong love.
We can only relate the news and it’s there to see in several sources. The Heathrow CEO wants to use antibody testing, health certificates and temperature scanning.
I’m sure if you ring the CEO of heathrow and tell him that Richken and Myles on LSE told you he should use the AVCT antigen tests then he might change his mind.
Let us know how you get on. Ta.

The biggest, most bullish news we’ve had this week is that Heathrow airport will use Rapid Antibody testing.
They’ll have to order theirs after the initial 50 million gov order has been filled but I see that as another future game changing RNS that will send the SP into Orbit. An order for millions of tests by Heathrow. Other airports to follow. There’s a good 20-30% blue day in that alone.

My research suggests airports are gearing up to divide passengers into a low risk clean area where everyone has antibodies and a high risk area where we dont and need masks, distancing etc.
They are doing this because dealing with at risk passengers is time consuming and expensive. Splitting off passengers with antibodies reduces the cost as they are dealing with less passenger volume in the high risk areas. Arrivals will be similar. Those without antibodies go to quarantine etc.
Heathrow airport want health certificates to help them implement this. Their philosophy is that as time passes, the clean area with antibodies will grow and the expensive to run “at risk” area where passengers are without antibodies will get smaller as herd immunity grows.
They will supplement all this with rapid temperature screening in the at risk area to spot passengers with fever.
That’s the plan. Mass rapid antibody testing is the route out. Confirmed by Heathrow. More good news to come. An exciting couple of months for ODX. Happy days.
GLA DYOR

As early as April the CEO of Heathrow was calling for Antibody testing and health certificates but the gov said it wasn’t worthwhile “to this point”.
That was a few months ago. Heathrow CEO still wants antibody testing. ODX Rapid Antibody tests available in June. No mention of antigen tests. Temperature screening, antibody tests and health certificates are what the Heathrow CEO wants. Other airports will follow Heathrow. It’s the busiest airport in the world. Happy days.

“The chief executive of Heathrow airport has called on the government to introduce mass health screening checks at airports following criticism of Britain’s loose border controls during the worst global pandemic for a century.

John Holland-Kaye sent a letter to Matt Han****, the health secretary, on Thursday evening urging ministers to take a lead in developing global screening standards at airports. These could include measures such as temperature checks, antibody tests and a requirement to carry a health certificate. 

But Downing Street on Friday rejected the call for checks at airports, saying the government’s position was “based on medical and scientific advice”.

“To this point it has been considered that wouldn’t be an effective step to take,” Number 10 said. “We keep everything under review and we do continue to look at what’s happening elsewhere in the world.” 

We never get tired of winning. Brexit. Boris. Voted for them both. Love Trump as well. I’d vote for him too. Winning.
Off out for a pint of Lefty Tears lol.

*they’re

I want Cummings yo get a Knighthood, maybe a Peerage. Lord Cummings. Nice ring to it.
I like the bloke. I love how he keeps shafting the Remoaners lol. That’s why they hate him.
I’d vote for Boris and Dom again next week and continually. I’d love it if they bin the BBC license fee. Now that’s a vote winner.
Keep it up lads. Love it. Get in. Lord Dominic....

They need to just get tough now and just turn them off and move to next question if they do.
“What about Domin...”
“Nerrxxt...”

There’s three summer months, June July and August.
It’s June on Monday.
If they drop an RNS on Monday saying design freeze is achieved, they have made prototypes and assessed and approved them, Gov have ordered 50 Mill and the order will be filled in the next 3 or 4 months then what he said is correct:

“It will be commercialized over the summer months”

I don’t see why everyone seems to think that statement somehow pushes news further out. I do t see it. “Commercialization” includes fulfilling an order and getting paid to show profit. That doesn’t mean that the commercialization process won’t start on Monday.

A lot of my market ftse watchlist is heavily down today. Some over 10% in the red, wiping out gains from the last week or so.
Market seems apprehensive and possibly steeled for some economic reality to hit soon.
Can’t keep those plates spinning up there forever.
We’re looking very strong here under the circumstances.
GLA.

Article clearly says Heathrow Airport will use Rapid Antibody testing. This will be the government backed ODX RTC Rapid home test.
Heathrow will use the antibody test in conjunction with temperature scanning.
That window of opportunity for an infected person to register a positive antigen test is so small it is just not worth while. You could test negative at Heathrow for antigen but actually still be a carrier and start infecting other passengers very shortly afterwards.
Antigen testing solves nothing and is not worth the massive time, inconvenience, trouble and cost.
Heathrow have now announced they are using antibody testing and it’s the worlds busiest airport. The world leader. Other airports will follow.
There’s lots of speculative hot money sat in AVCT expecting it to be used around the world at concerts, airports, sports events. Etc. I’ve read their comments. Even talk of billion dollar takeovers and how everybody is going to be millionaires. It’s all typical, unrealistic AIM dumb dream bull. The AVCT £300 mill Mcap is built on a foundation of wet sand.
When all that hot money realizes that rapid antigen testing is not as big as they’ve been told and there’s no billion dollar takeover coming then the AVCT Mcap will find real value for its affirmers at around £100Mill Mcap. That’s the truth.
ODX has the capacity now to manufacture enough tests to support an Mcap 5x current. That’s not pipe dreams. Thats reality.
I prefer to invest in reality rather than dreams.

Daily mail saying Hesthrow airport are going to use rapid antibody testing to screen passengers.
That should shut the noisy neighbors up. Lol.

https://twitter.com/underdoginvest1/status/1266304086783127552?s=21

Scroll down and read the paragraph under the photograph of heathrow arrivals ....

https://www.dailymail.co.uk/news/article-8367847/Ministers-consider-rapid-coronavirus-tests-airports-bid-restart-holidays-abroad.html

This could cause AVCT to tank if the story gains momentum.

I always said it was a Tortoise and Hare race.

GLA.

I fully agree Dibs. I’ve thought for a while that the next RNS on the RTC home test will inform us that it’s finished, assessed and approved, being scaled up into production and confirmation of first gov order for 50 million to consortium.
In addition, Colin is well peed off about being forced to kick investors in the nuts on Wednesday so I’m expecting him to put some juicy info and numbers in there to make it extra bullish.

“Speed ticket this you fkrs!!....”