||EPS - Basic
||Market Cap (m)
|Health Care Equipment & Services
Omega Diagnostics Share Discussion Threads
Showing 1426 to 1450 of 1450 messages
|Sooner rather than later if my water counts for anything ;)|
|Been reading the Hardman Report again. They point out that ODX trades currently at a discount to NAV. This gives a further indication of how the market is fundamentally undervaluing this company.
The NAV is 19.1p
This means there's effectively no value placed on earnings based on this metric.
If the company was bought out it would be substantially above the current price.
If they sold the allergy business,as Hardman say, it would provide 'substantial resources ' to 'accelerate growth strategy'
Business substantially undervalued. Sooner or later the market will adjust accordingly|
|I see thanks longshanks.|
|The 2013 amended agreement made IDH the exclusive distributor of Allersys in certain regions where they have a strong existing presence.This includes Germany.|
|Could it be that IDH have exclusivity in Germany???|
|Sorry longshanks could you explain what you mean in that last sentence? I didn't get the point. Thx|
|One thing that I didn't notice on first reading of the half year results is that they disclosed in these that the first customer for the Allersys system is German.They didn't mention this detail in the trading update so it got me thinking why it was revealed in the results.Could it be that the significance of it being a German customer have anything to do with the amended license agreement made between IDH and ODX in 2013?|
|And don't forget they all have "shareholder friendly" options that only vest once the share price reaches 50p.It looks to me like we are reaching a prime price point. Selling into the last "surge" has so far failed to defeat the rise and whilst I'm looking for 20p as the first sign that we are starting a bull run, I am confident the upside now is far ahead of any downside risk.|
According to the Hardman note, Directors hold 5.8%%.....|
|Sneller has a decent record with the likes of PIM, CRX, BANGO and I think SBS if I remember correctly. I made very good returns in CRX, PIM and SBS. I think the same will play out here.|
Yes it shows a huge commitment and a huge deal of faith/confidence in the Board of Directors and the company....imo|
Not a concern for me, I think you will find Evans and Shepherd own approx.2.5% each the others own a good few also....|
|From what I can see the Board own hardly any shares. A concern?|
|barrywhit - when you think about it this is an extraordinary level of personal investment by a professional fund manager. How often do you see this on AIM?
I am enormously encouraged.|
|2,250,000 X 2 That must be Richard Sneller's trade on the 23rd, probably was Oryx who sold out......|
|Nice mention here:
"HIV Infections and Cytomegalovirus Infection Boost the Mononucleosis Diagnostic Market as People Suffering those Diseases
November 25th, 2016
Mononucleosis or mono is a common infectious disease caused by Epstein-Barr virus (EBV) also known as human herpesvirus 4, which belongs to gamma herpes virus family. The common symptoms of mono are high fever, sore throat, swollen lymph glands, tonsils and weakness.....
.....Some of the commercially available mono diagnostic kits are EBV NA IgG EIA Kit marketed by Bio-Rad, AVITEX IM kit by Omega Diagnostics, VIDAS EBV marketed by bioMérieux Clinical Diagnostics and LIAISO NEBV IgM by DiaSorin.
The mononucleosis diagnostic is a growing market with tremendous opportunities. The market is expected to proliferate in coming years owing to significant increase in viral infection in the developed as well as developing countries. The major growth driver for mononucleosis testing includes introduction of new technologies enabling tests to be done in short duration of time, government and public awareness initiatives on mononucleosis infection, and rise in the adolescent population particularly in the South East Asia. Large number of peoples suffering from other diseases with clinically similar symptoms such as strep throat, HIV infections and cytomegalovirus infection would also boost the market as people suffering from those diseases will also go for mono test.
|All 3 sells today look like they were purchased yesterday, a bit pointless, not really a trading share ODX, buy and medium to long term hold...IMHO.....GLA LTH's|
|Sounds like we can expect developments in the not too distant future. And I am expecting them to be positive|
|My take too is that IDH need new assays to replace continuing big loss in vitamin D to much bigger operations. I can see why they have approached our company who have the benefit of a significant development grant and I can't see IDH doing anything to harm our progress eg. withdrawing altogether (the lose lose scenario alluded to last week). Another bit I picked out:
"While there is still significant work to do, we believe we are well on our way to restructuring the business to enable us to both serve customers better and accelerate the development of our assay pipeline."|
|IDH Outlook statement: D. OUTLOOK
The medium-term trading conditions for the Group remain challenging. We expect to see continued declines in our 25-OH Vitamin D and Royalty Income revenue streams during H2, however will strive to offset these losses by continuing to grow in our Other Speciality assay and Technology businesses.
Management will focus its efforts on improving our sales processes and capabilities, as well as strengthening our product pipeline through internal development and external partnerships. The next intermediate goal is to stabilize the revenue line on a like for like basis, as well as continuing efforts to make the organisation more efficient into FY 2018.
They are struggling, looks to me like they need ODX products - purchase or JV that is the question????|
|If so they can't have many left|
I presume it is the remaining 3million shares held by Oryx as they only hold 2.76% there is no need for them to issue an RNS as their last 2million sell took them below the 3% level.|
|Just need IDH to announce its intention to make a £12m investment in a new assay tomorrow....|
|I am presuming that, like last time, these shares were largely sourced from an offloading institutional investor.We should get an announcement to that effect in due course.It is pleasing to see the price rise in yet another test to establish if our persistent seller has finished. We have a lovely mini pennant formed over the last 3-6 months that mirrors the larger pennant formed over the last 3 years.If we break and hold 20p - we could be seeing the start of a dramatic rise towards what should be fair value for a company with two strong technologies holding $$$ potential.Many will have taken to the sidelines whilst CD4 development went into a navel gazing period; with commercialisation approx 6 months away there will be a return of that interest I believe.|