Member Info for PL75

Cut him some slack, he’s an unrivalled genius. He claims he predicted that on a thread about how much of a bore he is, I’d post a football analogy and correct the spelling of uncle. Although with those Nostradamus skills, I’m amazed he’s only managed a paltry £15k

Bojo is gormless, I expect he was talking about lamp

‘My pals’

LOL

Uncle? Terrible spelling. Where’s the T? Why have you added an L and E? As for the order of the letters.... I’m not angry, just disappointed

Unlucky, as I said, can’t win em all! It’s difficult not to look back sometimes, as long as the overall march is onwards and upwards that’s the main thing

Not in here Sparta :-D

If that was true I’d be WaffAl’s neighbour...

:-) Good luck to you. Have you thought about returning to the avct fold or are you playing it safe with on the manufacturer side? The last RNS over there was a surprisingly decent one with some clarity, they're ploughing on well on all other fronts too.

Yeah, my awacta shares are very safely locked in an ISA and haven't been touched. Not too worried about RMS, I first bought on the dip at 1.4p, should be good for further gains from here on in but then that's a skindalous cross ramp and I hate that sort of thing.

No, but I sold some GDR to add to my punt in RMS. I'm sure you can hear the monumental face palm from wherever you are. Still time to emerge victorious. Can't win em all and mustn't grumble at gains so far in RMS, but it's fair to say every recent penny on GDR has been another twist of the thumb screw for me.

Agreed GLR, any idea on margins? Sales are vanity etc...

McGurk, can you convince me on my terrible, badly researched & garbage filled thread on the on ABDX BB? I'm now seeing 1m/week abingdon (scaling to 3m, when) Vs scaling to 2m/week (by april) ODX. So currently mcap ratios are about right, ODX has other strings to its bow too. Always happy to find out I've missed a trick

I’ve just been looking at them. Not that convinced at this level and need to understand their margins. The spread is chronic over there

Just reading the admission doc, you’re right, all that was garbage. Looks like 1m / week so in line with the ratio of mcap between the two companies.

Anyone got an idea on margins?

Thanks, that helps. Multiple odx figures by 4

Afternoon, I’m just throwing some numbers around and trying to figure out if this is a no brainier... I’m using odx as a comparator, not to disparage that share so if you’re also in there please don’t have a fit. This is also purely on Covid testing.

Abdx have 12m capacity. Odx are ramping up to 2m. Abdx are obviously going to manufacturer something and they’ve got the same kit. Odx mcap is 170m ish, abdx is 85m ish. Half the mcap, 6 times the capacity.

Maybe £1 a test rev, 50p a test margin maybe? Ramping to 2m/month so less than £12m profit with a £170m valuation for odx. Same theory for abdx gives £72m profit, they already have that capacity and therefore the cost base, I’ve no idea what surescreen are doing with their army of 200 to get to 20m tests - manually making them?! £72m cash vs £82m mcap for Abdx seems a much better bet.

What have I missed? Any thoughts on margins?

Thanks to the many bens and others. Sage, it’s a reasonable question, but akin to asking waffal if he’s signed an NDA, there’s no answer to the question that can be given unfortunately. No would be something someone in the know would say :-)

The conclusions on this thread are similar to those I’ve reached. The RNS purely related to private arrangements aside from the ongoing govt plans. No matter how things go, it’s a decent hedge. Worst case is you get a bucketful of gates cash and can sell directly to businesses globally via Medusa (if that still stands). Meanwhile developing the next gen winner. If the govt pop up in the meanwhile and want a bunch then fantastic. Mologic have provided an expedited route to market - ridiculous to say after all this time, but the Twitter celebrations of another 3 people signed up to condor tells a story for the govt route.

It was rhetorical, no response needed or wanted, thanks.. Just in case you didn't understand, I'll speak your language...

arrf arrrf arrrrrrf arrrf arrrrrf arf arrrrf

https://bit.ly/3rEoa4u

Your tedium is relentless. I asked why you were speculating regarding information that we've already been given. Your answer, it's a hobby. Seriously, FML. You're an energy sapping bell, that's why I'm rude and dismissive. Why wouldn't anyone be dismissive of someone who has admitted to posting pointless questions as a hobby? It's rhetorical, so don't bother. Have a lovely day balancing beach balls.

https://www.merriam-webster.com/words-at-play/sealioning-internet-trolling

Speculating on clear information that’s been given isn’t speculation. It’s pointless.

Anyway, who thinks we might announce a tie up with Mologic? Meanwhile, excuse me whilst I find my cheese grater. My hobby is grating off my limbs, much more enjoyable than discourse with you

Get a hobby.