Member Info for andinio

@IPGroupplc
https://twitter.com/IPGroupplc
07th April
Thank you also to all the companies IP Group has backed that continue to use their expertise and technologies to support the response to Covid-19 - @nanopore
@IesoHealth
@navenioltd
@SmarterScanning
@hVIVO_UK
& Synairgen #WorldHealthDay
#BackingInnovation

Congrats. Avacta.
Nice to be invested in pioneering work against C-19

OK now :)

domain ok. doesn't expiry until 2025
Registry Expiration: 2025-04-18 15:14:40 UTC

At least there's no shortage of volunteers for hVIVO clinical research.

https://flucamp.com/
"We are experiencing high volumes of interest at this period and thank you for your patience. If you have already submitted an application to volunteer, we will make every effort to contact you as soon as possible.
Flucamp are currently recruiting healthy volunteers to take part in our clinical trials to further medical research and help us to take the understanding of viral illnesses to a new level"

Go and listen to the interview. I found it useful.

Of course, there is the opposite outcome.
Contract wins do not come as expected and therefore a compelling research note cannot be outlined. Publication of final results are held back as long as possible but when issued - without a compelling counterweight - the price collapses.
So, sooner the results are released projects a signal that we're doing OK. Longer he holds back tells me they're not on track.

That's my assessment anyway.

Personally, i'm expecting contract news, fnal results, followed by research note.

OK. You NEED to. Sorry, i assumed everyone heard it.
Cathal is asked about why there isn't a research note.
Cathal says:
I've held up the research note on purpose. He then mentions the final results [which are yet to be published] which he says are '****e' [his words. not mine]
There's no surprise about the figures but i'm expecting hvivo figures to be very bad, explaining why they had to sell.

Cathal's plan is thus - as he explains - to release a research note after publication final results.
He explains that profitability would be realised before Q2 end - June 30. He would seek to release First Half results late July.

So, final results will weigh on share price when released unless counterweighted by solid contracts and news. Cathal will want the research note to follow soon after final results.
Question is, will we see those final results released before mid-April?
Does he have new contract wins to be announced at same time?
Has new contract wins been affected by lockdowns?
There are many other questions, but you can see where i'm going with this.

Deepjoy, did you listen to his interview with Tom Win' a few weeks ago?

Personally i didnt buy the 'we're too busy' excuse for postponing presentation. I think it was because of this very reason. Cathal had nothing to base the presentation on. He's smart enough to know that repeated messaging without tangibles becomes counterproductive. Hence im expecting news beforehand.

I'm expecting RNS release sometime before presentation.
If Cathal thinks that turning up for yet another presentation without official news beforehand is going to cut the mustard he's mistaken.

The presentation should in support of news. If it isnt then i dont see the point.

Thanks Si.
Useful feedback,

Si_D
06-Apr-20 11:10:14 6.26 150,000 Sell* 6.00 7.50 9,390 O
06-Apr-20 11:09:48 6.26 150,000 Sell* 6.00 7.50 9,390 O
These are the two trades that whied past my ticker screen.
They were buys on the ticker, not sells.
Thanks.

Hi Bronx.
2 x 150k buys within seconds of each other is pretty decent buying. Amounts to £19k roughly.
Anyway, i was interested they appeared on the ticker but not in print.
We'll see later today

Fascinating.
I shall be interested to come back tonight and check for delayed trades. I must be mindful to look out for this in the future. Thanks.

Thanks for your thoughts.
I was gazing at the screen thinking about something unrelated and noticed a flurry of large buys trailing live ticker screen. When i went to look they had vanished. 29 years and I've never witnessed anything like it. Spread widened at same time.

Deepjoy
Hi.
Can you give me your best summary of why sizeable trades are being delayed?

A few large 150k buys going through.
Buyers coming back?

What is the current cash burn rate of Avacta?