Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
Thanks Regulator, I appreciate the reply, makes sense.
Regulator,
Surely 'volume' is the same as 'per test'?
I agree its 100% different from you will be paid £x,000,000 regardless of how many you produce.
The information which will push this share higher is for us to know what test will be chosen and what our margin is. At the moment, nobody knows either number which is why we are still treading water.
£2.50 for mologic lft but unknown if it’s a different test. This is the only uncertainty for me now.
Greggs, the margin for LFTs is £2.50.
So you will need to revise your figures upwards :)
Perfect thank you. Agreed that is very good news.
Hi Regulator,
In laymans terms, what does all of that commercialisation agreement mean please?
Thanks for all your posts on here btw, very informative.
ODX is not for the faint hearted.......
I can't take any more 5 figure intraday swings. Slow and steady rise from here please. I have aged about a decade over the last few months.
haha
I'm not sure my ticker can take much more of this share. In the words of Del Boy I might have a Connery
Thanks Regulator - that makes sense.
Nskno if “anally” comes up on your predictive text ........ :)
Guess it is Monday for the big RNS then........
What do people think?
With the larger trades not reported until later, the only reason I can think of why we have been flat for a while is that any decent news is sold into relentlessly at the 60p mark.
I get that PIs may become frustrated and bail, but if I had to guess its Sneller unloading whenever we touch 60p. I think last TR1 was that he still had 17m? Might take a while to churn through all of that. A blockbuster RNS and he could dump the load in a morning though. Hopefully that comes sooner rather than later.
This bloke on twitter doubling down on the US rumours.
If that happens then the sky really is the limit.
Slightly disappointing finish, but cannot complain at all about the last couple of days.
ODX love a Wednesday RNS as well...............
Yep definitely :)
£50 a test Donald. Alright, alright, £45, you got a great deal, now go and tweet about it please.
Unexpected good news = the best good news!
ahahaha, I just spat out some of my coffee :)
Whoever wrote that rns should be fired on the spot.
Amateur hour........
Hi MB - all fair points I concede.
My gut feel is that the market will put a lower number on it, but will be interesting to find out!! My average is mid fifties so a fair bit down at the moment, but very happy to hold now. Despite the low SP, a fair amount of risk has been removed over the last few days.
Hi MB - excellent post!
I would question your p/e of 5 though for the covid parts of the business, seems a little high given the length of time this will be going on is uncertain. Can't argue with the maths of the rest of it though.