Member Info for Trickymatters

Yes I can see it being for £374 million for 75-80 million. ODX said in the RNS 11th Feb they will have sufficient capacity for this order and for some ABC19 antibody tests and to fulfill commitments for CD4 and HIV tests didn't they?
But not sure why we are assuming 50% costs when the scale is so much bigger than anticipated at the investors presentation. More likely to see a higher gross profit than 50% imo.
Anyways, looks like ODX will sell every single test they make. ;)
I will be just buying in the normal way tomoz! GLA

There was me feeling well miffed that they didn't come and get me for my little £20k top up on a buy limit order. Lol.

Picathartes, we have no interest in whatever you are blathering on about mate. This is the ODX board. Your market cap is already more than what you will make from 200 million tests. The cure for cancer don't sound likely any time sooner than the end of the world. Glad you are a believer. Stay on your own board.

You only just got back in, in January Walbrook. You been in and out like a yoyo. Plenty of us have increased our average over time. How else do you think the sp keeps moving forward? You're disappointed with the drop that you contributed by selling. Tomorrow it might bounce back when that DHSC press release is in all the news. Then whose fault is it?
Maybe CK wants to get rid of as many pis as he can before the order comes through. Maybe he's sick to the back teeth of people who sit staring at the sp all day, badgering him constantly when he's bust, turning a small company into a blockbuster.

Course I am not saying that Computer 909. I am saying you are shorting. You are always negative. Every single post. We have got a contract for up to 100 million tests. For £374 million. Everyone has filtered you mate. That's why you get no traction. I will do the same.

I have read the RNS thx Computer 909. And I have read your usual shorting nonsense. That's why I have a buy limit order on - if people want to respond to your scare mongering. So be it. There's nowt to be scared of in the DHSC press release. That'll be all over the news in the coming days. More and more talk of that contract. For days and days. Every time we roll out mass testing on a new level. More talk in the media about a contract for £374million for up to 100 million tests. Very nice thx.

Hani, come on mate. Down by £30k on ODX? It's down 3.5p today. You must have a lot on to be down by £30k. I remember when you got in. You are actually up by a decent stretch aren't you overall? Some people are saying some silly things now.
£374 million. 100 million tests. That's it really.

The DHSC have told the papers they have ordered 200 million from ODX and GAD. The strong likelihood is that we will get £374million for up to 100 million tests. That's all there is to it.

The desperation of the derampers on here. Puts real investors from reading the board.
I've put a nice fat buy limit on today. So you prats can deramp away. I don't mind getting one last buy in at low prices.
JAdam sold ages ago. The ridiculous geezer was threatening us with sells for weeks. He said he had 60k. He sold at 90p and below. Half a million buys and half a million sells here every day. Like we noticed.
Computer 909 is a day trader. He has literally never made one positive comment since he's been here - about 6 months- so up 50%, contrary to his predictions.
Mologic's phase 3 evaluation is due any time. Avacta's at the end of the month.
They can't give us the full contract details because they don't know whether they are making more than one test and which ones they will be.
The government wants another 200 million new generation rapid antigen tests. ODX are making them. For up to £374 million. That'll do me. At 70% profit margin and 1 x price earnings, that's £2.15 sp. NCYT are on 1.5 pe now. But when the market saw them as the future they were more like 4 x pe. So we'll see.

For up to £374 million. Double the current market cap. For lft antigen tests which are now being promoted actively by the DHSC. Look at their Twitter account. There's no walk of life where antigen lfts are not being distributed. I got a third text from my surgery this morning asking me to take a test. I have no symptoms. This is just routine. The FA cup next month is the pilot for large events opening, supported by testing.
We will be getting contracts for hundreds of millions confirmed as soon as they decide which one they want.
In the meantime antibody tests will also be ordered. The DHSC have said in response to an article in the Sunday Times, that they have ordered millions and they are waiting for evaluations to conclude. Check Twitter @DHSCMedia.
Mms are tipping out the traders and those who feel they have done their time. Any investors who have been here a year have already done 800%. For the rest of us the journey is only getting going seriously right now. GLA.

Great news. Shorts will be out and then steady rise to £2.00 in the next couple of weeks while we wait for Mologic or AVACTA to come up with the product. No risk. No brainer. I am buying.

It's on my feed @trickymatters. I can't get it to the #ODX link. Will have to teach myself how to use twitter properly. I have avoided it apart from for research. Brilliant video though. Feel free to pick it up and share it more widely. GLA.

Chuggley, Bigjock, anyone else on Twitter. I have retweeted it with the #ODX link. I don't really tweet. I am @trickymatters. Can you retweet please? If it hasn't landed? Thx guys.

Louise C Kenny, a scientist is explaining that lateral flow tests are designed to pick up people who are infectious with cv19. The tweet is from the DHSC and has the NHS logo on it.
The fat lady is going to sing people! Tickets are going fast and the touts are looking for return tickets at half price. The stadium is filling up. Tens of millions will be watching on pay TV subscriptions. Don't be late!

Hi Bigjock, I filter most of the trolls so no idea what nonsense they are saying. Just wanted to say as one of the big targets here for trolls and derampers I love to see you posting. You do add a lot of value. Thx mate. I know the vast majority of investors appreciate good, constructive posters.
More please! All good things to ya.

Giraffe, yes. Investing is often stressful hey. It will be worth it. Tbh the opportunity is now much bigger than it looked a year ago. But I expected it would have materialised months ago when I first bought in. I think we will all make a fabulous return here. Contracts are going out for between £500 and £700 million. They were paying £15 a test to Innova. It looks like that's what they have paid Surescreen. £500 million awarded. And 20 million tests reported in the press. If that's the first from a framework and they have another 20 million to be delivered that's also nearly £15 a test. I won't be surprised to see ODX getting £8 -£10 a test as manufacturers. Costs per test are less than £2 (check Investors presentation). This will be big. That's why the shorters are in such a state. They can't get the price down and they are dreading the contract publication. If I were living in a parallel universe where I lived life in a moral vacuum, and I was shorting this share I would have closed the short by now. They have left it too late and they will bankrupt themselves.

Got a story titled 'England's test and trace puts out tenders worth £12 billion '. You'll have to google it because otherwise there's a pay wall. The article says that there's £8 billion is in this year's budget for tests and £4 billion for equipment and parts for this financial year and another £15 billion to come for 2020-21. The budget keeps expanding.
Regarding our brokers and mms, this has been happening since I have been invested. More buys than sells and the price not usually reflecting that unless the volumes are very high. I've noticed other cv19 shares do fine on average volumes as long as buys exceed sells.
We are also beset with traders on this share though. You can see that the total of buys and sells (even if you double them assuming mms are supporting liquidity) are very often exceeded by total volume. That's why we have so many daily critics- they are day traders. I suspect the mms are manipulating the share but they will be able to establish that the trading level is always high. There's the get out of jail card.
Once we get substantive news traders will fall out. Institutional investors will buy and we will re-rate.

Beautiful share Swifty. Updated PHE advice from Wednesday encouraging the regular use of lft antigen tests for all of us. The narrative is changing.
And the Guardian says another PHE report from Scotland identified 30% reduced transmission after the first vaccine and 53% after the second. So we have to keep testing.
Could not resist bigging up Swifty's find.

Oops. Must stop doing maths in my head. 7.5 billion ( assumes 500 million award for Surescreen is coming out of the 8 billion on bidstats) divided by 260 million ( Dido Harding's testimony to the Public Accounts committee, House of Commons was for 280, assuming less the recently published Surescreen contract) is not £20. It's £28.84 per test.
Tbh, government keep moving the goalposts wider from our point of view. The opportunity just keeps growing. Again, I don't think we will get £28. But the reason I felt confident to buy at £1 is that I don't believe the numbers talked about when the RTC agreement was signed are relevant anymore. That agreement is out of date btw. In the US they are subsidising labs to produce PCRs with incentive payments that just seem astronomical- $100 dollars a test according to David Budd, CEO of GDR. So this is an international market and the opportunity cost of committing to the UK is worth money. I think we are looking at a whole different circumstance for the pricing policy. Joe Biden has landed. Trump the numpty fascist, anti science, anti- testing is over. It creates a bit of a premium when there's this continuous commitment worldwide for testing. Anyway, unless Mologic put out news, I am signing out for today. GLA. Have a nice weekend.

Regulator. Cheers me dears.