The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
I don’t think many are understanding the enormity of what is going on here.
So my understanding is that 1 x surescreen sized contract (£500m+) should get us to £1.5bn mcap on a PE of 3 (looking at NCYT for example) which is over 3 times where we sit today. If we reach some of the numbers talked about here it could genuinely quite easily 10x+ from the current levels in a matter of months.
I don’t like to ramp I’m just running numbers.
Realistically if we want to start rolling out 2m per day by end of Q1, contracts will have to be rolled out shortly (next week or two).
Porton Down seems to be the last stumbling block - any idea how long this could take?
Many seem to be suggesting we are still a while off getting a test rolled out but I think we are much closer than people think. When it begins it will come thick and fast. I’d be incredibly surprised if LFD testing wasn’t a prominent part in Boris’ announcement tomorrow.
Hugely exciting and I’m sure has caught a few napping on this board.
My god this is hardwork.
I don't see how some nice press coverage is being manipulated into a negative!
The trading update is what I am looking forward to. Even if no mention from Boris, the TU will reveal more good information across all fronts. Personally I am convinced it has been held back for a reason.
Looking forward to big Als interview although not sure how much he will be able to say.
Our TU will reveal much more of the story but will be post BJs huge unlocking announcement on 22nd.
I love it when a plan comes together - well done all for holding and thank you to the commentators who helped pull the story together!
gkp I don’t like to dwell and disrupt positive information on this board but your continued repetition of the same content which we are all fully aware of erks me. I am all up for a reasoned discussion but are not adding anything relevant by constantly bringing up the same monotonous points.
For this reason I question your agenda and will politely be filtering your comments.
Cant help but think the CE mark with Mologic is a separate route to market worldwide (private)
Any news involving BBI, Abington will be the route which involves government contracts and the 2m per day. Clearly news on this is unable to be announced until government contracts are signed and hence ODX muted response to weekend media speculation.
Imo the involvement with Mologic has derisked the share price as there is a clear route to market globally but our UK involvement will come via Abington/BBI when the UK gov can place orders directly.
It seems some didn't get their allocation with this deramping (Ive got a bucket load and still don't think its enough)
I hope it drops so I can throw more at this but wont criticize company in an attempt to get it there - poor form & blocked.
6 weeks is not long to wait for a potential astronomical re-reate and I bet there will be significant news flow along the way to provide more of the story. We are just discussing Mologic right now - this is just an unexpected side piece of news. Collaboration elsewhere is still due. There are plenty more tales in this story to bolster the SP.
If there wasn’t any press leaks ODX holders would be as in the dark as we are regarding updates (bar some rampy tweets).
Walbrook have confirmed:
‘There will be obvious excitement, but Omega Diagnostics can, and will, only announce supply agreements, contracts or orders once signed.
There will be no further comment at this stage.’
This is clearly major news for ODX but won’t be RNS.
The silence of all involved is CLEARLY down to NDAs. I don’t see why people keep asking why there have been no updates. It’s not a matter of respect to the shareholders it’s the law, unfortunately. Looks like people are starting to talk though which makes me think the NDA duration is beginning to conclude.
Well we know Abingdon Health are presenting ok the ShareSoc webinar on 10th Feb at 4.30pm
https://bit.ly/3con1cC
I suspect we will know before then
I think we can all agree that there is still a huge part of the story to be unveiled. The numbers don’t stack and neither does the exclusion of Abington and BBI.
The good news is that it is slowest being leaked out and will force the hands of govt/AVCT soon. If there is no RNS from AVCT tomorrow I would say an announcement will be coming soon and the govt still wanting to keep some things under wraps. The next week or two and we will know all imo, finally.
Incredibly satisfying adding these weirdos to the filter list. Like getting into bed after a long day at work. Please try it all, stops the dilution of cracking posts from some very knowledgeable individuals on this board.
@OmegaDiagnostic ‘We were prepared to issue a robust defence of Lateral Flow Tests following #ITVTonight.
However, there was no attack on the LFT industry, and we agree that “there has never been a greater need for a reliable testing programme”.
Ideally, the high-quality Alva-made tests…
#ODX’
Beat me to the post. AS never misses the chance to get some airtime to promote positive news. Partner this with a lack of LFT progress something is afoot. Hopefully one use interview to answer all of the questions from the recent RNSs along with LFT mega news incoming next few weeks.