Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Agreed JESK
Thanks so much for that Poirot. Very kind and generous of you. Very reassuring. Much appreciated and very best of luck.
For clarity, I believe the fourth language is German not Danish.
"Hope that helps but as ever DYOR and look at the bigger picture."
It certainly helps. Thanks for the post!
Hi Jesk, Yes have total confidence in Avacta, its management and where the company is heading. I just don't see a better opportunity than Avacta right now. I was however fortunate to acquire the bulk of my shares below the current price and I fully appreciate that those that brought near the top are very frustrated right now.
The share price drop and investor frustration comes from imo what is perceived to be a disconnect between Alistair Smiths comments and what has been announced to date around AffiDX . I understand that, but Al has spoken about demand being there for at least 3-5 years, a view I certainly share. I believe Al's personal timelines are not in sync with what the market is deeming to be a short term opportunity, I absolutely am with Al on this one, testing will be around for years to come and Avacta and AffiDX are perfectly placed to benefit from that. Avacta are going to take their time and not be rushed, this about grabbing a lion share of the long term market and they cant afford to get it wrong and damage the brand or IP. AffiDX will sell in huge quantities moving forward, that I have no doubt in, bit the timelines may be a little longer getting there than some shareholders first thought.
Outside of AffiDX we have so many value inflection points coming up. In the next 6 months we should have a full in vivo data set for the 1st TMAC and 1st data coming from AffyXell and proof of concept. Obviously AVA6000 data which if successful will dramatically change the value of the company and most probably will attract massive offers for the group. We also probably have 1st data coming out of Point Biopharma, a deal I really like by the way in a very hot area of medicine right now. I could go on but you get the picture....
Avacta is one of the most diversified small biotech's around with so many shots on goal in the hottest areas of medicine. It is way ahead of the curve for such a young company in this space, both with the deals it has signed(all without human data by the way) and the speed in getting its 1st diagnostic product to market. It has a great axis leading the company in Alistair Smith, Neil Bell and Elliot Forster, who was recently voted one of the top 20 biotech leaders in the world. I also absolutely love its hybrid model of therapeutics and diagnostics divisions as it helps alleviate the dilution and funding issues all small biotech's face.
I'm no trader so I'm here for the long term and the current share price is a huge opportunity to be taken advantage of. My Avacta journey will probably end with the inevitable takeover, but at multiples far far in excess of todays price.
Hope that helps but as ever DYOR and look at the bigger picture.
GLA
A brilliant poster.
Investors want to know ava6000 has started. Ie. Patients dosed.
Significant sales of AFFIDX test
Agree a brilliant poster. Thanks for all the information Poirot. Can I ask how you feel about the dramatic SP drop over the last two months? Do you still have full confidence in the company? Surely they would have released an RNS if they had dosed the first patient for AVA600? Said the middle of July. Is this just another deadline missed? Again many thanks for your research.
22 APRIL 2021
https://avacta.com/wp-content/uploads/2021/04/Avacta-Group-plc-Preliminary-Results-April-2021-for-web.pdf (Page 20)
• "In discussion with over 20 distributors covering 25 European territories for AffiDX® SARS-CoV-2 antigen rapid test for professional-use"
21 Jun RNS
• "The (Calibre/Bioserve) non-exclusive distribution agreement for Avacta's AffiDX® SARS-CoV-2 antigen lateral flow test for professional use covers the UK and EEA.
• "We are also in discussion with potential customers in territories outside the UK and EEA, including some of the APAC region, where the additional regulatory approvals required beyond CE marking are minimal."
So much news now imminent and must not forget that news could also land at any time on the Medusa19 self testing certification !
Thanks Stodgy, but I certainly would never claim to the best poster here, we gave some brilliant posters with great knowledge and insights. Unfortunately we have either lost or have less input now from some of them now due to daily bile we get from the trolls.
I will continue to post as it all goes over the top of my head really and I still think there is a lot of value to be gained from contributing here.
Thanks. Missed that.
Poirot probably best poster on here,last post today at 16.15 ,click on his name to see posting history ,well worth a read.
Translations are in English, German, Italian, Spanish and French...
Jesj, post a link.
https://bioservuk.com/wp-content/uploads/2021/06/BioServUK-–-AffiDX-Lateral-Flow-Test-–-Multilanguage-IFU-ENDEFRESIT-V1.2.pdf
Has anyone seen the tweet by Joe Hond on Twitter? It has translations of instructions for the LFT in four different languages. It says courtesy of Poirot. Any ideas about this Poirot? I have looked through the threads and cannot see it mentioned. Is it genuine? It certainly looks the real deal.