Member Info for unvrkw

This is the Mologic one alongside the RTC one. So odx have two with the Mologic antigen to come and the two Elisa lab tests

It’s a good point in regards divi payments and where next? They are obviously paying down debt well, so much so that this divi has been announced and either they buy more kit, more mines or share out in divi but very soon they will have huge sums of cash to deal with. Happy to hold, will chip away and buy more when I can.

I think I read on the slides the new quarry will be on the same terms negotiated on previous quarries, I hope they don’t dilute more and more which is their form and reward with huge share numbers to themselves??

Mmmm have to think strongly about this, might put some more in to take this next divi also, swap out before ex divi date and would think hunters for cash will poke the sp up now. They must be doing very well.

Pretty much 5 p share divi, we will head towards 24 p easily this year.

I get and agree with what you suggest in regards the size and practical aspect of how to deliver. Are chunks of it possible which as you suggest leads to the quick, cheaper, person led tests that are both accurate enough and self administered. That has aspects of what moonshot wishes to achieve, maybe it’s aspects of it rather than the complete thing.

Boris mention many time tests like pregnancy so they have obviously been put on his radar

I think that’s the assumption which might rightly be true that government look at £3 a test, standard retail £13 a test which wouldn’t be unreasonable when priced against alternatives and that’s the pro and con when doing work for government? You supply them and then get allowed to make more money to retail, general customers. £13 would give profit of around £11 a test,

Optigene don’t even make poc lateral flow tests.

I watched it live and listened to all the questions. A good update, 2 million new orders during covid was positive, need revenue of more than 3 million to break even so 2021.

I note the directors haven't reduced their fees during covid just deferred so there's a bit of me annoyed, frustrated with the timeframes involved, no doubt more shares given to directors and in the next 18 months they'll all swell their own holdings until the company takes off. On the one hand good as directors take shares however it comes across as doing everything they can and doing the company a favour where actually like many AIM companies the directors are always last to suffer.

New quarries good, India delayed two years, block sales coming back, expect to win the case. Nothing really new, some answers to the questions Chris gave theoretical numbers which then in many ways it became pointless in therefore answering! Just getting impatient in holding and listening now to the same story, I won't sell, just boring

Does it really matter?! Antigen tests are coming, Mologic are developing a saliva test, odx have this experience from hiv and visitect that does this already. Over promise, under deliver is not odx style and this seems to be pretty relevant right now as Boris says what we will do and questioned by experts and public based on the past, moon shot??!

Well I’m gob smacked this share hasn’t then just doubled

I think this is going up a lot soon, I think pressure, need for progress and lots of tests is going to click with odx and a lot higher sp.

I’ve two divi payments in a couple of weeks so I’m going to invest here and average down slightly if sp is similar, gla

The sense is it’s getting pretty bad out there whether in the number of cases increasing or how there managed. I think we will read further progress this week and based on pressure, lack of tests and government going backwards things will move quickly

Also suggesting the test system is at crunch point, people travelling miles and no tests. On the web no tests and being told to go elsewhere. It seems to be crumbling apart, politicians and influencers calling for population level testing on a regular basis so even the volume of odx tests won’t be sufficient.

If there was another level of mounting pressure upon government it’s coming now and in some ways as sensitive if not more because people understand what’s happening and pressure mounting, PM no where to be seen

I think your right, it will take a significant deterioration in payments to create problems, they are preparing and understanding their numbers as you’d expect very well and it’s in hand. Where is the £45, too small to make an impact?

Lots of universities are using their own facilities to create tests because they aren’t available anywhere else. In New York their testing student weekly in order to keep it under control and the uni functioning

Case going up, is this a trend and more than a few cases

France is in trouble, ICU numbers going up, they offered everyone a free test so huge queues, incapable of processing them all and by the time people get their result is far to late and virus passed on.

The lady said in USA they are now using saliva based anitgen tests, the answer to quote "huge numbers of cheaper test".

University in New York now doing a weekly test with all students to make sure it keeps on top of the infection rates and keeps everything going.

They'll be a antigen saliva test and there will be the antibody, already approved tests, quick, cheap, accurate enough to keep the economy going and people living their lives. Their ch4 expert pretty much recommended tests like odx ones and the need to do many many many of them all the time.

I don’t mind what people think, I know one of the biggest test stations in the north east has huge queues, enough said

There are shortages in other areas

What and who’s product through amazon?