Member Info for TWatcher

"Following the sale Mr. Brady holds no Ordinary Shares."

week 20 of TT begins. Another director gets rid of his last remaining equity in the company. Life changing indeed.

the unintentional irony of colsoul post is hilarious :)

I don't like people who *think* they are 'clever'
Its sowing not sewing
You can't buy shares with beans, cows maybe.
I post on ODX, no assistance if you discount the butler.

"We are the investors, many large and many long time holders."
Mikethai, total posts, 68 in his 5 months history here (a 'long time holder').
Name calling, casting of aspersions and denegration...plenty.
Total original thoughts...zero

my average SP is such that providing they can execute the gov antigen contract as detailed earlier, I still expect to exit with good profits. However, their fumblings thus far have managed to diminish what was massive potential. And another fumble or two could turn things for the worse.

Good samaritan...nah, just don't like people who think they are 'clever' by telling half truths, and also the silent many that know the ones that are talking crap but keep quiet cause it serves their purpose. If someone says something that is clearly wrong about a share I have an interest in, I'll call it out. A lot don't like that apparently.

there has been VERY little to be positive about regarding ODX, my sentiment reflects the reality as I see it. Its been very poor.

I never ask anyones holding, strategy or buy / sell history. I make my own decisions and find it entirely weird that others feel the need to tell there's to the world, or want to know everyone elses. Best in a world when you are effectively communicating with a bunch of people all out to make money in whatever way they can.

1) No one is here for HIV or food in tolerance, we all arrived into this stock as a covid play, so I discount that entirely.

2) ODX have an absolutely AWFUL history in the last year in relation to covid decisions, won't go into that again, as everyone knows. one or two outside their control, but mostly not.

3) Many here are still under the illusion that this is a fear stock, and some who are not play on the ones that are. At the start, a mere muroring of LFT or 'antibody' drove ODX SP. And some still think that's the case. Boris spent a recent presentation almost entirely talking about testing and LFTs. It moved the SP a bit and now we are back below where it started. So those days are long gone. There maybe more waves, and bad news relating to covid will effect ODX SP a bit, as will good news, but it has LONG gotten to the time that people need to realise that this is a manufacturing company, and it's fortunes are now primarily driven by production. As such to have no announced purchase orders and no announced production quantities for any covid LFTs is astoundingly bad.

4) Hanging their hat on a uk gov contract was an awful decision last time. However for 6-7 months we were told that ODX was so flexible and they could quickly make any test that is required. But it appears that ODX is now back in the position of entirely reliant on uk gov again, and again there is delay and politics tied to ODX manufacturing output. The fear is that picking mologic antigen might again turn out to be a turkey. If transpires that UK gov picks another test, then not only do you have another TT to go thru, but in the mologic test you have a test that you can make that uk gov has pretty much said isn't up to the job...what chance of independent sales for it then ?

At this point, IMO, it is absolutely VITAL that uk gov picks the mologic test. If an announcement is made to the contrary, expect a big drop in the SP. If Mologic is picked, then there is hope for a good ODX SP upswing, provided orders flow quickly and the contract gives a decent profit per test. Mologic announcement alone will be +ve for the SP. Contracts more positive.

Everything else is just faff.

" Food Tolerance - 8M p.a. This year should see numbers increase now that the test has been approved for self use in China."

What was actually said was:-

"Our Chinese partner has estimated that potential sales could reach 1 million Food Detective tests by calendar 2023."
End of calendar 2023 is nearly 3 years away, and its 'potential'

"Contract with Screen4 Ltd "

Confirmed by walbrook PR that this contract had no regular or even minimum volume attached to it, it's just an access agreement.

" HIV CD4 - Received WHO Pre Approval, and Supply Agreement signed with CHAI. Awaiting orders which has been delayed due to Covid."

"Awaiting orders" sums up ODX in every single division of the company, except for the "awaiting to be told what test to start TT-ing" bit.

I'm saying that without quantity that phrase was entirely meaningless, which he knew when he said it, as does everyone else with an ounce of sense. The question was primarily about quantity, the answer was noting to do with quantity.

However many appear to have lost the basic ability to understand the english language and recognise a non-answer when they see one, but rather see it as confirmation of full capacity month after month after month, which it very clearly is not

making 1 box of each is making all the tests.

Always good to see inclusion, we can sometimes forget we live in a multicultural society.

However I don't seem to recall the most important date in the Christian calendar being marked by ODX, which seems at best inconsistent. For those not of a Christian persuasion, that's Easter.

is this what the rampers are reduced to now, hoping for and extended pandemic and death....wow, cause clearly 3 waves wasn't any use to ODX in regards making any tests.

Hey whatever adds some pennies to your pockets.

Poor quality???, trickymatters posted a link to in-depth report that said it was highly accurate, until realising it was the innova test it was referring to, and never mentioned this report ever again, talk about being caught out as a ramper !

Anyone ordering tests to throw away are being really irresponsible. Innova tests is the only test available so potentially depriving people of a test.

But hey if you think it somehow makes you richer (it doesn't) don't worry about people with a potentially deadly virus.

Is this the very same wallbrooke who started a thread on the 1st April entitled
"Can a RNS be delivered on a bank holiday friday"

With that level of deep stock market knowledge, I'm sure his email had the FSA go immediately into overdrive.

More concerning, but not surprising, is to see some posters who are willing to egg him on, rabbling rousing when they clearly know better, but it suits an agenda.

could be an RNS tomorrow, where they tell us about the first 2m LFT delivered for the 1st week of April as per the tweets, and also that the TT is complete. If not, then we are heading into week 19 of the TT process.

The suggestion regarding mologic enhancing their test is on the face of it possible. But then consider that ODX has already applied and received CE for the test, CK has already said they are confident they can produce it and that TT is just taking a "little longer" (gotta love his ability to understate). Additionally the test is now at stage 2 in the USA approval process. None of that is consistent with a test that is not even finalised by Mologic.

Everything in the public realm is highly suggestive that the delay is not technical. I earlier said bureaucratic or commerical. It could also be political, however given that the arrangement between mologic and ODX pre-dates gov envolvement, that seems unlikely.

Its starting to look like the finalisation of the TT is not a technical issue, unless this particular test is unbelievably more complex to TT than the one that ODX TT from Mologic and ODX completely underestimated the time to do so.

So if not a technical reason, what is it ? Its either bureaucratic or commerical. One assumes that the final bit of the process is when Mologic formally sign-off and give the definitive "yes, having reviewed the 3 batch samples, we are happy that the ODX can reliably manufacture a test that is exactly the same as our test". This allows the ODX variant to assume all the validation and test results of the mologic original.

So it appears the most obvious explanation is that for whatever reason, Mologic is withholding the final sign-off ?

so its "small deviations to the SP is to be expected",

and 3 weeks ago it was:- (13th of march if anyone wants to check)

"Why are we being held back? it does not sit comfortable with me at all.", Qanon conspiracy theory, because that was the excuse of the week being peddled by some, that there was some grand conspiracy underpinned by Finncap.

followed a couple of days later by "SP is irrelevant until this happens guys. "

All over the shop on the importance/irr

....and back down. Are you a day trader, does you decision making hang on tweets, or on a manufacturing company actually manufacturing ?

I have said for many (MANY) months now that when ODX announces orders, there will be an SP reaction. This share is long past the point of getting a major boost from a tweet or a peice of LFT related news, rumour and speculation moved this share when covid was the dark dark dread with no 'out', the SP will move when the manufacturer announced orders and actual manufacturing.

you can lead a horse to water....

Week 1 over, no orders, no announcements, no production figures, but apparent 2M were delivered.

SP closes @90.5p The SP like me, never lies, still right in it's usual trading range, and yet ODX are apparently at full production ?

The end of today is one full calendar week of april. Hands up everyone that thinks ODX delivered 2M lfts by the end of today ?

"This April we'll deliver 2M rapid LFTs per week"