LDX (ASX) LDX Discussion

Originally posted by Quest09: ↑

LDX looking very strong.

Up 5% so far on 4 million units in volume.

IMO, we are yet to even make a dent in the upside potential available in LDX.

Onwards and upwards.

=)

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Speaking of upside potential, below screenshot and below link are from a previous post of mine which references an article discussing LDX valuations.

IMO, LDX is currently significantly undervalued.

See following link for full details: https://hotcopper.com.au/posts/76896802/single

Originally posted by Quest09: ↑

Yesterday's announcement is still currently under rated IMO (announcement shown as per below image). I don't think the market fully understands what it means to have the USA govt reimburse the cost of use for FebriDx.

The current Total Available Market (TAM) for the FebriDx product in the US is currently estimated to be US $118 million dollars per annum (as per below slide presentation screenshot). That TAM is reported to increase to 1.7 billion after the CLIA waiver is achieved (as per blow presentation slide).

The US govt has just endorsed the use of FebriDx to the extent that the US govt will reimburse clinicians for the cost of use for Febridx (as per below image of announcement).

As the below article screenshot indicates: "If there is positive incentive for adoption such as the clinician or facility getting paid, then they will use the product".

Basically, the US govt will pay clinicians to use FebriDx, and the current market size for the FebriDx product is about US $118 million dollars per annum, with plans to expand that market size to 1.7 billion per annum in the near future.

IMO, it is pretty clear that LDX revenue is expected to significantly increase as a result of this announcement.

IMO, LDX is currently significantly undervalued (as per above attached link to previous post).

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Originally posted by Quest09: ↑

Are you looking for an entry. ?

IMO, we are heading UP.

Check out the below link....can't keep a good stock down..

What's more, we are expecting another significant announcement in the very near future (within December). Announcement could even drop monday morning (who knows.?).

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Originally posted by Quest09: ↑

Yeah, fair enough. It's good to plan your entry, but IMO, we are heading up (see the two below attached posts for further details).

Also, yes, i do hold a decent size bag, and i appreciate your concern, but IMO there is no need for concern. I'm pretty comfortable with my position.

I say i hold a decent bag but that is ofcourse relative, and compared to Andrew "Twiggy" Forrest's investment company (Tenmile Ventures), my holding is insignificant. Tenmile bought up big just before the recent capital raise (45 million shares initially), and then i believe Tenmile topped up some more during the capital raise that followed.....so if Twiggy is comfortable with his holding and entry price at at 3.8 cents per share (currently trading at 3.9 cents), then i am certainly happy and comfortable with my holding and entry price.

Additionally, we can look at the top 20 holders as an indication of what the "big end of town" thinks of LDX. Top 20 holders own 63.09% of LDX ordinary fully paid shares, leaving only 36.91% of shares available for everyday punters like you and me. IMO, the proportion of shares owned by "smart money" (63.09%) is a vote of confidence in LDX and is further reason for me to feel comfortable with my position.

All IMO......and as i always say "each to their own".

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Originally posted by Quest09: ↑

Just noticed a new account on YTube called "FebriDx CLIA".

The first and only video on the account just went up a few hours ago and is a 5 minute educational video on how to use FebriDx.

It seems like LDX has put out this video in preparation for the CLIA waiver study which is about to, or which has already started.

I guess LDX recognised that a short educational video on the use of FebriDx would help ensure that all users within the CLIA waiver study had easy access to a guide on the use of FebriDx.

IMO, this is a great sign that we should receive the news about the start of the CLIA waiver trial in the very near future.

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No.	Vol.	Price($)
2	301427	7.0¢

No.

Vol.

Price($)

301427

7.0¢

Price($)	Vol.	No.
7.2¢	361833	3

Price($)

Vol.

No.

7.2¢

361833

No.	Vol.	Price($)
1	100000	0.070
5	554740	0.069
6	355938	0.068
3	700000	0.067
2	181212	0.066

No.

Vol.

Price($)

100000

0.070

554740

0.069

355938

0.068

700000

0.067

181212

0.066

Price($)	Vol.	No.
0.072	301833	2
0.073	200000	2
0.074	328007	4
0.075	289448	7
0.076	530000	7

Price($)

Vol.

No.

0.072

301833

0.073

200000

0.074

328007

0.075

289448

0.076

530000

(20min delay)
Last 7.2¢		Change 0.004(5.88%)		Mkt cap ! $53.89M

Open	High	Low	Value	Volume
7.1¢	7.4¢	6.9¢	$516.9K	7.209M

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