Member Info for Abraham21

As Melody now appear to be making good progress with the live shows for music, I have been thinking about the theatre side with John Gore. Obviously having audiences at theatre shows is out of the question for the foreseeable future so do you expect melody to offer theatre shows soon? Do you think any shows had already been recorded pre-corona? Recording a show now/soon would be possible although quite a lot of testing would be required for the actors/directors etc (in theory similar to what would be required for a football match with will be back soon). Whilst the music side has a lot of competition, I don’t know of anyone else that could challenge melody on the theatre side so it could potentially be very lucrative. Theatre shows would also be easier to market/sell as John Gore probably already has access to a large market.

Very insightful. Thanks.

I have criticised the company for being slow in the last so will now give credit where it is due. This is what we have been waiting for! Get the artists to promote it on social media and finally we may have take off.

Wow what an RNS this morning, shows why this company is so great. It’s not the Covid test, the potential Covid treatment, the cancer treatment etc on their own, it’s the power and versatility of the affimer platform. In reality individually any one of these areas could be huge or fail like any small biotech, but the fact that the platform has already given us multiple different routes to being a multi billion pound company is what separates it from the likes of odx, sng, gdr or any other small biotech. Hugely reduces the risks and increases the chances of success or future buyout. Lastly - the company has been working on COVID for only a few months and its generated affimer for both a test and a potential treatment - imagine what else they could do with affimers in the future.

Which “fundamentals” look weak - the increasing profit or the reducing costs?

Nothing has changed regarding the company. It has released strong results and is being managed well. It continues to have huge revenues and is making a good profit and reducing its debt. The whole market is down due to more negative news about the length and effect of the Coronavirus, but the AA has already said the effects on them are nothing to worry about. This is a recovery play, may take longer than previously thought, but good chance to top up if you have funds and can wait.

Agree the major risk is the test doesn’t work. The affimer reagents have been proven to work in a lab but the risk is that when put into the LFT they don’t work as reliably. However they seem to be very confident that it will work in a LFT and I would imagine they have at least sound theory if not a rudimentary prototype yet to back this up. If it fails then there will be a sell off undoubtedly but the company has a range of other products/partnerships to fall back on and has cash in the bank so it will not be the end of the world, as is usually the case for one trick pony small pharmas. If it works then the upside is huge, not just for the COVID test market, but it is very public validation of the affimer platform which will not go unnoticed by other big pharmas.

No it’s not remotely worrying. Slight retrace is completely normal. Try again.

I just don’t understand the strategy maybe I am missing something. Seems like for years now they have been trying to raise awareness of the brand but the Facebook, Twitter, Instagram etc metrics show very minimal progress. Even with the phone deal not much has happened. This is because no one is really interested in the product (pre-recorded shows). Sure it’s quite impressive and nice to look at for a while but people aren’t going to change from listening to Spotify to watching their music in virtual reality. It’s not as convenient and not worth the extra money.

If they have all these big names, get one of them to announce a live show on their social media and overnight you have the brand awareness that they have been trying and failing to generate in years. As I said I must be missing something because they have some smart people on the board and this seems fairly obvious.

Not the RNS I was hoping for. For me this is, and always has, been about live shows. No matter how big or fancy the back catalogue is it will never compare to a live show. Paying 10 pounds for something that isn’t live seems very expensive and I cannot see people buying song after song from the catalogue or sitting there for hours watching shows the catalogue. The novelty would wear off very quickly. However one live show from a big name the revenue would dwarf what the catalogue can earn in months. That is why I continue to hold although it is increasingly frustrating watching the catalogue and pre-recorded shows seemingly take priority over live shows.

Emirates have a 10 minute test? Wow all this time everyone, including the greatest minds across the world, have been searching for a reliable test and a commercial airline has had it all along! Thank you “TW” for sharing this. Can somebody let the WHO know. Utter nonsense.

Well said Torham. I stopped posting on here and rarely read it anymore as it always the same. Amazes me that some people still think people who spend literally every day on here posting negative things about the company are worth engaging with. Much more worthwhile reading bidlievers as there is actually new information and different topics on there. Recommend that for anyone new reading rather than this board.

Comparison to Debenhams...good shout...apart from the fact that at Debenhams revenue was declining, costs were rising and it made huge losses whereas at the AA the revenue is rising, costs are falling and profit is rising. Debenhams also suffered due to the overall industry wide fall in high street shopping whereas the breakdown and insurance industry is much more stable. Other than that I guess it’s a good comparison.

Bidnolid - I’m not on Twitter but if anyone here has any thoughts I would be very interested.

Mazik- agree it makes sense for n4 to get involved and test nuvec with ANY vaccines and of course the Covid 19 vaccine is the most urgent right now so it makes sense. My question was not meant as anything negative against nuvec or N4 as a company, I would just recommend a bit of caution for anyone influenced by rampers (not saying you are a ramper) implying that this is huge and nuvec will be used to deliver a covid 19 vaccine. Human trials are already underway for covid19 vaccine and I’ve seen nothing to suggest delivery of the vaccine into cells (which nuvec is supposed to help) will be a problem. There may well be vaccines in the future that require nuvec and if nuvec can improve delivery of vaccines in general then it may in the future be used as the industry standard. However due to the urgency around the covid19 vaccine if it can be delivered using current delivery methods and be effective then that is what will happen imo.

If all other flu vaccines are delivered effectively with current delivery systems why would nuvec be used with this vaccine? Surely adding a new delivery method increases the complexity and potentially extends the timelines. Nuvec may well become Widely adopted in the future I just don’t see why you would use it now when the focus is on just producing the vaccine as quickly as possible.

Assuming they have enough cash to ride this out and the virus dies down after a month or two in the US and Europe like it has in China and South Korea then this share price is potentially a steal. If they survive and get back on track, it’s a 4 bagger just to get back to where they were a month ago, which wouldn’t take much once the virus has gone.

RonaldTrump you try way too hard. Clearly the Coronavirus will have an impact, as it will for a huge number of businesses, hence the wider falls across the market. To use a totally unexpected and freak event to criticise one business that was achieving and exceeding everything it said it would and on track to be profitable sounds a bit desperate.

Agree, James has brought this on himself with an awful communication strategy and making promises he isn’t able to keep. Not going to pretend the situation is anything other than very poor. However, putting the communications aside, the tech is still great and they have partnerships with huge names. If things are happening but just taking longer than expected then that is completely understandable and James should just not promise timelines and the share price would be a lot less volatile. The share price is now down to the price it was before they announced deals with ANZU, Unreal, Tradedesk, Codemasters etc so on this basis it is looking cheap. However, he needs to deliver something concrete soon as his credibility is now in pieces.

Anyway I am going to actually do what some of the very odd characters on here claim to do and sit back and watch, instead of posting half a dozen posts every day saying the same thing over and over again.

Why do people take about “JW” Justin Waite so much? He hosts a podcast and does a few YouTube videos...he is hardly Warren Buffet. From what I have seen of his videos he used to show off his portfolio increases at the start of the videos when his tips were doing well...now he has conveniently stopped doing that. He is no different to anyone else, if you make you decisions based on what “JW” does then good luck to you.

Helx I take it reading comprehension wasn’t something you excelled in. As others have pointed out I said “basically” 25p. Taking 13.5p, which the share price was earlier today, three consecutive 20% days would actually take it over 23p. I find it ironic that you object to over 23p being called basically 25p but describe 13p as “a universe” away from 25p. Is exaggeration and hyperbole only allowed in your constant, boring, negative posts? How far is over 23p away from 25p in your glass half full world then? Maybe just a galaxy away?