Member Info for andip85

Been a bit smoke and mirrors today - buys/sells the "wrong" side of midpoint etc. Made a few dummy buy/sells today and in a number of cases a buy would have shown as a sell and visa versa.

Lets just see how it all pans out once the dust settles. Plenty will just want out and plenty will just want in. Had the opportunity to sell earlier back at break even/small profit but decided against it - hopefully won't live to regret but feels like the tide is slowly turning here...

Just my opinion, DYOR.

No evidence of a shop on the pro-larva site from what I can see at the moment. Selling via third parties is probably sensible (as is outsourcing) IMO. Not expecting to see a retail outlet on their store.

Just my opinion, DYOR

Maybe so - but this has been handled the right way imo - rather than just RNS orders with no supply, they've held back promoting a product until supply exists

They've also stated working with lemu to resolve issues. Outsourcing was always going to be the way to go - the issues may have forced the bods hand a bit quicker.

Plenty of positives (although agreed not totally rosy) but good signs of progress and a welcome shift from previous RNSs

Just my opinion, dyor.

Confirmed arrival date is Friday.

Just had the same notification from them.

@TalkingSense - sure - if only you could add attachments - I'd post a posing photo for you all to laugh at too :P

Ditto.

Just called them and they are in stock and should be with my by the end of the week.

Just my opinion, DYOR.

@will - Yep.. Irrelevant for the SP, but gives a better picture of what's going on in the background. Could read all the sells as someone offloading - when in fact that's not the case - that's all I was getting at :)

Dummy buys on HL for quite a lot of the day would have been printed as sells based on the midpoint - so gut feel is that a LOT of the trades printed as sells today may well be buys...

Just my opinion, DYOR.

HL dummy buy was 1.8 and dummy sell 1.81. This was based on 100 shares - so a low volume granted, but interesting none-the less. Smoke and mirrors etc...

Just my opinion, DYOR.

The added concern this time is that a large number of people have had one of their jabs - plenty will feel like they're now immune to the virus and risk potentially spreading it around. Gone are the days of "we're in this together" could well end up a case of "i'm alright, screw everyone else". We're not out of the woods just yet...

Just my opinion, DYOR

I know it's only reporting etc, but sales vs buys haven't suggested the SP should have dropped as much as it has. Buys have appeared pretty strong on both days (and over sells). Part of me wonders whether there's someone building up a holding here somewhere and wanting an "in" at a low price.

Just my opinion, DYOR.

Some really good points there and you've summed it up well! 8 - > 12 is still a big increase (% wise) - granted not the large increase up to this point but none the less. But it doesn't sound as good as a risky "£1 - > £5" which gets ramped elsewhere pending "news"
There's plenty of hype and the words "Next NCYT" are banded around a lot in other shares - like you said sentiment plays a big part and people get excited on rumour and expectation which may not materialise.

I'm still under water here as I got in late - it's not a comfortable place to be, but I don't feel the need to get out at a loss. This company acts a lot more mature than others in AIM - doesn't release rampy RNS's or get excited about news that doesn't deliver. That might not fit for people wanting to day trade or 100 bag, but I'm hoping it leads to consistent and sustained growth over the mid-long term.

Just my opinion, DYOR.

Struggling to buy anything over 50 on HL at the moment. Attempted via limit orders but they're not being filled either!

Know it's all based on smoke and mirrors and algorithms etc - but buys are MASSIVELY higher than sells today. Someone interesting in taking a position at this price?

Just my opinion, DYOR

That's gotta be worth SP of 20p on it's own right?!! (jokes)

Just my opinion, DYOR.

I agree. BUT a lot of people are underwater here (and plenty by a long way). There's a lack of information and people are trying to piece things together themselves. This can lead to rumours etc coming out - some of which may not be true - these are detrimental to what the BOD are trying to achieve (which is a positive news flow).

This does work both ways though - we need something from the BOD - granted they've not had long since the warrants and the board changes advised of last week (which shows things ARE being done). But some news flow to help stop people feeling the need to go searching for stuff would help a lot at this point in time.

I don't feel the RNS was massively negative - certainly not a speeding ticket. But investor relations (especially given the support they got r.e warrants) leave a lot to be desired at the moment. I have some faith that we'll get some positive news but it's painful looking at a paper loss day after day.
Part of my holding in an ISA came back into the blue earlier and I took the decision to sell up and re-buy if the price drops again. Main holding is still in the red.

Just my opinion, DYOR.

We're in auction though - same time as yesterday after which point the SP headed down. Could well do the same today - lets not get head of ourselves and wait to see where this heads...

Just my opinion, DYOR

On the RNS:

Wholesales2 of 3,394 vehicles (down 42%) reflected action to reduce dealer stock levels and Covid-19 impact; Q4 included 1,171 DBX to meet customer demand and deliver dealer stock

Also remember the UK is WAY head of Europe in terms of vaccination (WAY ahead) they may well catch up - but I suspect it'll be late into the year before some countries have every adult vaccinated - whereas the UK should have given everyone their first jab by the end of July. The mask is certified (as far as I can remember - please correct me if this is wrong) for sale in Europe as well - so the market is bigger than just the UK (especially if Volz are still on board).

There's also a strong chance mask wearing will still be required in a number of settings post "release" and there's also the chance of subsequent waves etc etc. This tech can be applied elsewhere though (airplanes for example) to aid filtration.

All the covid plays (which this is still classed as) are down today -pivot towards recovering sectors such as travel/leisure etc. I was expecting a small dip or lull today so it's probably not a good day to release an RNS. Hell - look at the LFT providers - their boards were ramping like mad yesterday and they're all down...

I'm underwater here (av 2.5) which is uncomfortable at the moment - just hoping things get better over the coming weeks and we get some positive newsflow. It has been eerily quiet recently, but hopefully we'll hear that the machine issues have been resolved and production capacity is up by the end of the Feb...

Just my opinion, DYOR.