Member Info for Urraca

Dear NextYearRodders, please can you change your name to ThisYearRodders?

If Real is to be believed, he bought ODX shares on 17 Nov at 56p, and was having doubts and considering selling from the 18th - one day. Lol. Since then, he appears to have sold out several times, so he mist have crystallised a loss. He must think playing the market is like playing the fruit machine down the pub.

Yes I have heard of Good Law Project. It is the vehicle by which Jolyon Maughan makes money by crowd funding vexatious and frivolous cases. Previously, these were all about stopping Brexit, but after four years of total failure on that front, the crowd funds have dried up, so Jolyon has moved on. His next schtick was bringing cases revolving around a hysterical hatred of Dom Cummings. Sadly Dom has now gone, and with him that revenue stream. For the case against Abingdon and the UKRTC, Jolyon asked for £100k. He has raised just over £30k, and that is not going up. I think we can assume that that case is a dead duck. Jolyon is on to his next thing now.

It shows what will happen when real news lands, if we can go up 30% on a twitter rumour.

What's happening then? Hope not too many of us lost their nerve this morning.

Good jump. I was just thinking this morning that if HUR had the same sort of rise PMO and TLW have had over the last month, it should be around 4.4. I didn't expect it to happen quite so dramatically though. The strengthened oil price underpins this - still upside here if the recovery plan is solid.

Especially with more buys than sells. I'm going back to bed to suck my thumb and wet myself.

Saw Grant Schaps on BBC, he was asked about tests. He said the Govt don't care about what sort of test they've used, they've set specifications and if a test meets those, then bingo. He also quoted eyewatering costs for tests £65-£125, but said the price should come down as production ramps up. Given Omega is part of the RTC, one can only assume we have been focused on meeting the Govt specs from the outset.

I've also been thinking that the Abington float would be on shakey grounds if there was any doubt about their being able to monetise the tests. What II would want in if that was the case?

Scaff55, its a political construct that has a policy aim of helping to bind the Union, above and beyond building enduring resilience against this and future pandemics. This is why I'm sticking with ODX. Yes, its been slow and frustrating. But next year should be a cracker.

AVCT still has a market cap almost 3 times that of ODX.

Lovejoy, I can only speculate of course. Sneller was meant to be retiring in April of this year. I'm not sure if ODX was a personal holding, or part of his professional fund. Either way, the man is already very rich, in no way was his ODX holding critical fir him or his family.

For L&G, the ODX holding would have been part of a much larger portfolio. Even assuming extremely sound management (by no means a given, if you ever check out comparative fund performance) they could have sold to lock in gains. And, am I mistaken, have L&G appeared to sell out twice, without an intervening TR1 to show the rebuilding their holding? If that's right, only they know what their actual position is, if any.

Anyway, I refer to my previous post to explain my own personal confidence in being invested here.

I can understand why big holders selling out is spooking people. Fir myself, I've been in and out of ODX repeatedly since the UKRTC was announced. That's more because I've got the attention span and patience of a gnat and I'm an inveterate gambler - nothing to do with ODX. I really thought I'd missed the boat, so the chance to get back in below 50p was a gift from god.

I have always held thought, that the RTC has several purposes. Firstly to build UK capacity to react to a pandemic - we were caught with our pants down, despite repeated warnings. That was a big part for our poor performance in the first wave, compared to say, Germany, which already had solid pharma capacity.

The second is more about nation building and cementing the Union. It's no coincidence that the RTC has members from every part of the UK - England, Wales, Scotland and Northern Ireland.

Given these underlying Government policies, and all the announcements that have come out of the RTC, is it really conceivable that the Govt will throw all that away to go with a wholly foreign solution? On the brink of Brexit? No way.

Our time is at hand - can't tell exactly when, so stay patient. And for me, that is really difficult.

In my opinion, Chrisp, tomorrow will bring a Friday, that is 20 November 2020 - a unique day which has not happened before and won't happen again.

Whatever, we could do with an AVCT style 30% rise without news.

Masks, not masking

My elder sister and her husband have been to China a few times, and have loads of Chinese friends. When this kicked off over here, one of her Chinese friends told my sister that we should all start wearing masking as a matter of routine, as is done very widely in SE Asia. I think we're heading in that direction. Refuseniks are like people who objected to mandatory wearing of seat belts in cars.

Sieveco, try toggling the RNS button above, and read the RNSes from Friday.

I think we'll hit 90p next week - possibly higher, but we'll hold 90p as the base.

So much news to come, its honestly criminal we git taken down so far. Someone is making out like s bandit.

Bigmac,

The title of the article "When good science is suppressed by the medical-political complex, people die" (another kick at Cummings as he's down).

The BMJ would take the exact opposite view if someone write this article, only instead of covid about the climate energency.

The Good Law Project was set up by Jolyon Maughan (it's only other Board member is a Labour MP). It has been crowd funding to launch numerous legal challenges to try to frustrate Brexit. That source of income has dried up, so Jolyon is casting about for a new area where he can persuade the credulous to crowdfund legal cases against the Govt. There has been a lot of outrage in trendy lefty circles based on unfounded allegations that contracts are going to Dominic Cummings's family and friends. This is why Jolyon has chosen this area. Cummings's resignation yesterday will have cut the ground from under his feet. Let's see if the crowdfunding donations dry up and he can't even get enough to launch this case.

BTW, one of the great attractions of ODX is that its part of the RTC. Okay, it's been frustratingly slow, but we're nearly there. But part of being associated with the Govt is the risk of attack from one of these numerous left wing think-tanks, charities, campaigning organisations who you may have noticed are unrelenting in their attacks on the Govt, with the overall aim of delegitimising their decisions.
Stay strong.