Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
Unfortunately its looking like our stockings will he empty on xmas day. Baa humbug .....
Is there an investor presentation today?
Anyone know what the headcount increase has been to date for 2020 ?
Close to bankruptcy or not, my faith in the board delivering is diminishing by the day.
If there was some thing worth while to put into an RNS then I'm sure they would have done so and at least tried to prevent the share price from eroding to the placing price
In a similar boat but sadly average is 68p. I'm no longer bullish on this stock. The timing of the vaccine news certainly caught me out, wasn't expecting that until next spring.
Since I found Sneller bailed the company out from bankruptcy (research error on my part) I've got a question marks against the boards capability to deliver.
I think xmas for the Mologic saliva LFT test will be too late, missed the boat for large government contracts. It's still not clear to me how antibody testing fits in with the vaccine and for how long it would be required. The financials are not clear in terms of margins and ODX are at mercy of a lot of other parties, Government UK RTC Mologic etc.
I can honestly see until covid being under control by 2022 and the demand for testing significantly reduced.
My gut feeling is this will continue going south but I'm finding it difficult to crystallise the loss at this moment. Hope is something I guess...
Thank you for the reply. Looks interesting. Trading off here with genedrive on where to put some money. Maybe both ….
Do ODX own any of the test I.P or are they purely engaged for sub contract manufacture ?
Hi All. Appreciate a bit of help here....
Are there multiple tests under development ?
Do ODX own any of the I.P for any tests or are they purely sub contract manufacture ?
How does the consortium work for future I.P / revenue share ?
Thanks in advance
Thank you.
Clever stuff, probably a bit too smart for me to understand to be honest. appears to be a very interesting investment opportunity, immediate concerns are around future funding and what would the value drivers would be in the short to medium term. Almost feels it's worth taking a punt and coming back in a year or 2 to see how it's gone …….
Hi Guys
Saw Scancell mentioned in the Times over the weekend , I’m intrigued by the potential here.
Previous experience with AIM shares was with Xcite Energy which provided mixed success. Decided AIM wasn’t for me but seeing some of the gains across this sector this year is making me re-consider.
Can anyone point me to some useful info / articles to review and help me make a decision on investment.
Thanks
Tony