Member Info for TWatcher

Interesting and pretty definitive.

Bushmaster
"CK and the BoD are lying to us"

I've never said that. At no point, NEVER, has either CK or the BoD stated ANY LFT production figures(save the 250k). In fact they have been at pains to only talk about capacity. The only place i have heard that ODX is producing at maximum capacity month after month every month, is here. I'm saying what ODX has told the market, what Abingdon has told the market about the RTC, and what the financials tell us is that there is no substantial ongoing production. Others insist there is, citing amongst others the ramp up in workforce and super secret NDAs

Total manufacturing of circa 10M LFT to date since OCT would be massive news for a manufacturing company that has otherwise only informed the market of 250K LFT units. in the same timeframe.

It doesn't add up, and again this is not a CK or BOD derived issue, it's an descrepancy generated soley on this forum.

"My assumptions are that the numbers in the chart are the total number available at the end of the month and that there is no ramp up through the course of that same month"

Seems a bit unlikely, that they go from X to Y on a particular day on at the end of each month regardless of when equipment arrives and how big the change of rampup is. I know he suggested some (I think it was the 500K-600K and again beyond 2M) could be done with efficiency.

apparently I'm saving lives...the government said so.

Chart of predicted capacity by ODX. ODX has not indicated any change in this ramp up, this is the capacity ramp up
https://twitter.com/OmegaDiagnostic/status/1321798576129908739/photo/1

To be conservative, I am assuming each months capacity is the capacity at the end of each month, and capacity over the month is average of start and end of month.

Oct 200K, this was the base level... 800K for the month
Nov 300K, rising from 200k, average 250K a week... 1M for the month
Dec 500K, rising from 300K average 400K a week....1.6M for the month
Jan 600K, rising from 500K average 550K a week...2.2M for the month
Feb 900K, rising from 600K means 750K a week...3M for the month
March 1.2M a week, lets say 1 st week of march is 800K....800K so far in the month.

0.8M+1M+ 1.6M+ 2.2M+ 3M+ 0.8M =9.4M
The above assumes a month is 4 weeks, but there's a little more than that. But then again they were closed for 2 weeks at christmas, and there is the 250K known RTC production, so one roughly cancels the other out.

So above is 9.4M not the 12M i guessed. Given at the end of March it'll be 1.2M a week, by end of march total output will be around 12M, so my guess was about 3 weeks out.

@tonic

"We are currently building UK-RTC stock for forecasted demand, CD4 tests and transferring Mologic antigen test"

So no mention of the vistect test, they are still working on figuring out the mologic test.

that leaves RTC test and CD4. Lead member of RTC, abingdon today indicated no current sizeable orders.
Given then above,

Tonic, is it your opinion that ODX have made 12M RTC tests/CD4 tests since oct, which would be maximum capacity, and have stockpiled all the RTC tests at their own costs. Operating at maximum capacity has been a consistent narrative on this forum by many for months.

Or do you agree that ODX has not been operating at full capacity.

Now anyone actually want to respond to the original post of what is ODX making, based on zero demand for any LFT they can make, and the finances not consistent with stockpiling. it would be useful if those that have consistently said ODX is manufacturing at full capacity since oct would advise what they are manufacturing ?

my 'agenda' is to stick to known facts and point out the current rampy crap, and remind people of the previous rampy crap when the evidence comes out to confirm it was rampy crap, so as some might be better prepared for the next round. There are many here who are happy to take some newcomers for a ride, who state rumour as fact, or state falsehoods as fact

The nature of rampy crap is that is often factually disprovable at the time, as it frequently is based on secrets, or supposition, or indeed just some frothy chaotic mess that becomes a snowball of its own, catchy a lot of bystanders up.

My investment here is neither here nor there, nor is anyones. I am invested and in profit, which is unsurprising since I'm in since 20p back mid-last year.

It's a question to the many MANY that repeatedly say that ODX is working at full capacity, the facts point to a conclusion that there is nothing for them to make, and that they are not stockpiling.

ODX is a manufacturing company, if you are not concerned about what or if they are manufacturing, what the hell are YOU doing here ?

there you have it, the argument is that I'm not invested...don't argue the point, try to disenfranchise the person making the point.

Again the old "use an argument that can not be disproved", even though it has ZERO to do with the facts.

Why is there no great sense of disappointment, or indeed apology, from all those that argue for months about all these RTC orders ?

visitiect test (TT-ed from moloic).....did not get a call-out in the recent ODX interim...zero traction. no one wants a 3-way antibody lft test.

RTC antibody test...no actual sizeable orders, as confirmed by Abingdon today.

antigen test...still no word on TT completion....super secret "its already TT and in production" Qanon people need not apply, lets keep to non james bond responses.

Government antigen lft test....no mention that a test has even been selected yet, never mind started on a TT

What are ODX knocking out 1M a week off, at this point having a stockpile in excess of 12M units if we are to believe ODX is producing at capacity, week in, week out. since oct. I've noted before that the recent trading update compared to the sept financials indicates that cash is not being burned, so who is paying for the raw materials required for these fabled 12M tests.

no anger, simply pointing out that all that froth and rampy rampiness that has gone on for months regarding super secret RTC orders, and that MHRA approval has long been achieved, was all hogwash, as was pointed out by me at the time and now confirmed by the RTC lead partner.

I don't like people deliberately spouting rampy garbage on here to sucker people into believing a false storyline, and I've attempted to constantly point out the facts. It is notable that most often, the response I get is name calling etc, rarely do the rampers argue the points because they can't, they just don't like anyone annoy their nice airy fairy story that they want to portray.

And it it doubt, refer to an NDA or secret gov orders, which is a handy get out clause, by definition you can't argue against something that is super-secret.

Unfortunately, they are many on here that have not been around the block much, and take people on face value, and some are prepared to take advantage of that, I don't like it.

Even I've got bored of this guy....filtered

comical

For the year ending dec 31st, they reported 1M order. No other orders, not surprising as they were tied to UK gov during that period.

Its the forward statement (i.e. not historic) and other references to RTC that are clear in what is said and not said. Remember at this stage they are over 2 months into the next period.

No statement of actual orders. NONE No statement of how many they have produced.

what they said was
"Company anticipates significant sizeable orders"
(FUTURE TENSE, it is anticipation, there ARE NO CURRENT SIZEABLE ORDERS).

"The Company's Tier 1 order pipeline for ABC-19(TM) continues to grow"
"Pipeline opportunities"
Pipeline is one of those words that crops up time and time again in company reports in relation to orders. It's an airy fairy word that they know really doesn't mean a whole lot. THERE ARE NO ORDERS. Further passages continue to be all about interest, and opportunities, i.e. they are talking POTENTIALLY, not ACTUALLY.

So all this baseless speculation that the consortium had an overwhelming pentup "pre-order" book that would be unleashed on unshackling day (which is nearly a month ago) is seen for what it is.

Oh and find in that document of forward looking statements or in all the statements of what has happened since the end of the interim mention of MHRA approval for home use.....it is not there, still working on that.

they do say it is being distributed in the uk and "the Company is building stock to satisfy this anticipated demand". No numbers on that stock build, that would give some indication of what is going on. Without numbers those are meaningless statements. They talk about "delivery of orders before year end", which is end of June.

RTC test continues to be all potential, and ZERO actual. Kill any discussion of secret RTC orders. Whatever ODX is putting in the warehouse, they are spending their own money doing so, and its based on ANOTHER company getting orders.

I suggest that they are trying to keep the system as streamlined as possible, and thus not requiring other bodies to get involved. Using only LFT means it is entirely kept between school and family, without having to organise a PCR test, go get it done and have labs processing those and getting the result back. It indicates that they are hopeful of relatively low number of cases, although with a false positive of 1-1000, everytime the 3.5M children are tested, around 3500 will be false positive.

...and straight onto the next big thing to build a brand new frenzy.

Have to say, the pom poms suit you.

need to get you a cheerleading outfit, btw shouldn't you be back in school today ?

don't worry, someone will explain it to you if it happens.