Member Info for unvrkw

i'm not panicking. ive sold a few shares over the last few weeks as my average is down at the 17.5p mark. have a few 100 thousand left so awaiting the next update, the deisgn freeze, the update on customers and potential market and colin highlighted expected volume and value over the ext 12 months which will then shift the value appropriately upwards

its the reversal of what the rest of the market is doing. i.e. economy coming back on the exchanges so virus related stocks loosing value as their purpose is dropping?

interesting two months from now what will happen, spike comes then theyll all be back, christmas especially also. in the mean time antibody tests will get bought as they are a lagging test in order for an individual go forward with how they then act and behave. this is far from over !!!!

i understand will include large funding for infrastructure, this will bode well for costain and i think get them bak up towards a more reasonable price when you consider where this was. its lost huge value, however i hope and think they can make money and move forward, HS2 is huge for them

Agree, plenty of risk here however which should be no surprise.

Does the POC test work, so far evidence suggests yes, sold to everyone suggests yes.

If the virus picks up, pressure and the want for this test increases? Yes I would say

So plenty of risk if everything doesn’t work out but likewise, more virus, POC test approved, customer demand leads to a higher value

I like these bits, I think this really helps to understand that the POC test will be linked in with an app to nhs, getting logistics right to supply everywhere and then abroad plus tests so far are meeting required standard,

The consortium is working with NHSX to develop a test specific app and digital service that will facilitate use and reading of the test device. This will have the ability to integrate with NHS systems and update records.



Finally, given the scale of the potential demand for the test within the UK, critical planning around supply chain logistics is also well under way, which will ensure a smooth introduction of the test directly to the public.



This is a very complex project that is being completed at extraordinary speed, compared to a normal test development programme, but thanks to the creative and hard work of everyone involved we remain on track to deliver a test to the UK that will make a significant difference to the approach needed to manage Covid-19 infections.

The rns is in place because the other members who are private released a statement

The flu, cold weather, winter, social distancing removed, schools, shielding, travel, test and trace, there’s a lot to happen as yet and long time this will play out, Odx at full capacity will have sufficient customers no matter who they are

What’s the cost of lab against POC also, more than double I think at least

I’m with you omega, holding the share you have to decide whether they will develop a POC test and get the Elisa test approved for wherever they need it,

So government, exporting, etc etc are all markets and the question is will there be customers willing to pay £10 for a test that is validated as successful

Then the big test is this winter alongside normal flu. These next few months will be all over the place with test and trace the option to kept everything going but manage the virus

The mologic deal with odx is for the Elisa lab test which we have heard nothing about as yet. Lab tests are far more expensive, £25 or £30 each, so odx will make them, add a little and sell on, no idea of margins.

Says 3p on Lse but think it’s at least double and will be more on return, holding long, reinvesting when issued

It's been re priced at 210 by Deutsch bank so this will of help. Fact is it churns out profit and can pay debt even in the worst of time, it won't get huge cost impacts that I can read

Certainly say that they is support from the loan note holders. Only 2% interest, extended time frame and can convert at 5 p which no doubt they will do.

There all leveraging current debt in their favour in order to grab More shares. Positive is it doesn't feel like the standard loan when shares are then just simply sold off into the market. I think they have high confidence. I tHink we will see 400 million shares so lets then see and hope we actually make money

I've decided, tomorrow I'm going to take divi and sell my costain placing shares and put into m and g. It's got lots to do but going long for divi and give it 20 years!

£1.22. I'm now long on this stock mainly due to their investment arm, divi and to be honest gains from odx and feel like a little more stability

The divi money is still there just a question of when, glad I’m invested in a stock that’s not going under. Then Aviva will split up and leverage full value, there’s only so long it can be ignored once the expectation is set

They may all go back down but banks aren’t loosing like other stocks in revenue, Barclays has extra streams of income and divi will be back when politically acceptable. I bought £55k this morning, worth holding

I bought my allocation and more at 60p whether to keep or sell. So they’ve got the full allocation done and therefore we will see what they get, watch my allocation, might sell that offer and leBe the rest to go blue.

I read everyone is moving back in financials as there pretty stable and let’s be honest once corona is deemed under control and managed then super divi payments will be pushed through