Member Info for StuoftheToon

Friday's news was fantastic and after a long week it was a joy to read. Whilst I think this will have an extremely positive effect on the share price, I constantly remind myself, that what we know (or think we know), the market and the Market Makers also know (and then some). They will know just how to play it on Monday so please be careful. Hopefully we won't get played.

Level 2 anybody?

That's how I see it as well JHolder.

Colin, Colin, Colin, that early Christmas present...mind if I open it now??

Big tick up!!! Interesting

If you are interested Trufflehound I do sell a good line of Michael Rodent figurines. Not quite Disney but pretty close. Ah well, back to my fantasy land!!

The general consensus on these boards is that the merger between DVRG and MWG is a good thing. The working synergies, economies of scale and opportunities far outweigh any negatives. I suspect this has been a time consuming process for all but has been successfully completed.
DVRG is not a one trick pony and Covid 19 presented an opportunity. Many investors were attracted to the share because it was seen as a 'covid share' and as such all the talk was about this part of the business. The core business has been churning away in the background, out of the limelight. I did not invest here because it was a covid play, and many long term holders didn't either so very happy to see Labskin getting some exposure.
As a CEO you are damned if you do and damned if you don't in terms of communication. I enjoy the way GB communicates with investors and yes, the company has to deliver but there has been a remarkable turnaround in a short space of time during extraordinary economic circumstances - a huge plus for me.
Water monitoring doesn't stop because there is a covid vaccine. World events have highlighted how important such a process is and will be very high on Govt' agendas. The breath-test technology does't limit itself to covid, the science and principle can be used for other infections and for, as yet, other illnesses that may occur from covid mutations etc.
I am not an apologist for GB as there is nothing to apologise for. I have his back, yes, and I honestly believe he will continue to deliver shareholder value. He can't turn back the clock to deal with the repeated failings of MWG going back many years, and I am sure it irks him to hear it constantly being mentioned.
Happy for you to filter me as a happy clapper for DVRG - but I am invested here for a reason.

I have suggested in previous posts that I thought that the MHRA had been approved and was not being announced for political expedience (tying in with an effective home test and trace etc). My question is, if approval has been made, and if it's disclosure is being willfully withheld who is culpable? As it is market sensitive information, as soon as approval is granted should it not be released to the market? Worse still its non disclosure is preventing a home testing regime from occurring (and maybe that is why it is being withheld). Can the Govt' withhold MHRA approvals? - genuine question.

It is possible that TRX will benefit from a Biden driven medical and welfare system in the USA. Covid will influence the elective surgery process but I am sure TRX will be well positioned to address the backlog.

Spot on TripHop. The very best of luck with your investments. Here's to a good week.

It is what it is TripHop. I don't care who turns the world around with a vaccine, antigen test, antibody test, breathe test, whatever. I am a strong advocate of a collaborative effort to resolve this world problem. ODX have a huge part to play and I am happy to be well invested here but there are other companies that are collaborating, akin to this consortium. I have no axe to grind with any other company (but I would prefer ODX to come to the fore).

A company called Deepverge (was Integumen) are collaborating on a breath test akin to an asthma inhaler set up that can identify Covid19. The concept is that a coated chip in the unit is then read by a unit and would upload your result on to your mobile phone thereby giving you 'a day pass'. A lot more to it than that, but the concept is out there for day passes. Would compliment what we have.

The MHRA approval is not being withheld because the test does not meet the approval criteria. For me it is being held back to prevent home testing. Why - because the Government have no system of validating / recording home tests and until such time a home test is meaningless. As things stand, I test myself at home, be it an antibody or antigen test, and then what? What does the result mean, where is it recorded, does it give me licence to roam? It may give me some peace of mind depending on the result, it may give the Government another statistic but it is not going to open up the economy as things stand. The test and trace must be able to accommodate home testing and reduce restrictions on people with appropriate results (whatever those are deemed to be). This is all about political expedience not the functionality and ease of use of a home test kit.

Reading the specification this does appear to be a delivery service with no collection service. I am therefore assuming this is for the POC home test kit that does not need any further validation by a lab' etc. Interesting.

Perseverance and patience eventually pays off. Congratulations to Colin and the Team

19th November is evidently 'World Toilet Day' - honestly. I am indebted to GB for filling that gap in my knowledge. My question is, how the heck do you celebrate World Toilet Day?? On second thoughts I am not sure I want to know the answer!

It was advertised as an Investor Presentation. My comments reference the quality of the presenting and the fact they could have kept shareholders informed by using a better presenter and more concise language.

For what it is worth I thought Colin’s presentation on Wednesday was poor. Most of the information I wanted was in there but I only found it after replaying the presentation several times. Maybe that is more of a reflection of me as an observer, but for the neutral logging on I doubt many made it to the end. My point is exemplified by the disputes on the boards for the last few days over what was and wasn’t said by Colin, when the deadlines are, and indeed what products we are involved with, etc. A slick presentation (and yes I agree they can become too slick and corporate at times) would have been more punchy, bullet pointed where necessary and less errms and other unprompted pauses. There is a reason companies employ presenters and PR – to get the message out in a clear and concise way, and certainly in a voice with a bit of inflexion and enthusiasm. Colin could have fielded the Q+A where his invaluable knowledge and expertise would have been perfect. Yes, it was better than the last one, but the bar was set very low.
Colin is a huge asset to ODX but let’s play to his strengths, presenting is not one of them. A good presentation would give clarity to shareholders and for me, we didn’t get that.
I have a good investment here but I expect more from the public face of the company (and don’t get me started on Walbrook).
Here’s to a good week next week.

Still a long way to go to get true value but nice to have a day like this.

Nice to see 0.4 on the screen, albeit on the ask.