The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
Love to point out their trades.
When they are right they crow how obvious it was. When they miss out, it is just part of their strategy and they take it on the chin. Magnanimous types.
There is clear very heavy buying pressure today.
And if you want a real Warren buffet type to follow, try Ruane of Sequioa... the oracle’s personal choice to manage his money... and an institutional investor in avacta at 120p.
Expecting more action here this PM.
Hence why was very happy to pay 183 first thing. Won’t be long before you can’t buy sub 200.
Play that Boris clip back and compare it to Alastair’s recent appearance.
Hard not to get excited.
“ Simply Al needs to get a move on with the tests before Optigene, Molo, Nano, Novacyte et all take up the contracts.”
No, quite simply, he doesn’t.
The CEO said exactly that on the recent call. ‘I’m not bothered about first mover advantage, such is demand.’ I paraphrase.
More to the point, he is already talking to the gov about filling orders. He said so. But don’t let that get in the way of a good old moan.
SP looking perky after Friday imo.
Volume certainly not quiet. Looking perky.
Interesting the resident whiners aren’t about.
181/183. Just bought at 183p which I’m very happy with.
Can certainly spot who were out on Friday afternoon
Imagine being so clearly worried about being on the sidelines of the company which holds the keys to opening the economy again, where news is imminent, having previously been a holder.
It’s easy if you try....
The vaccine & death of testing is a complete misnomer.
Ultimately yes, a successful vaccine leads to the death of testing but you are looking at 5 plus years for that.
The world is clocking 300k plus infections a day now.
Vaccine storage, implementation, delivery, monitoring etc is vastly more complicated than testing and no government has got that right yet...
As for the ‘I won’t take it’ debate. The government has a big problem here. Even if it is rolled out. A handful of nasty side effects and the entire population goes off the idea. It’s a balancing act which we aren’t even close to addressing. As for it’ll be ready by xmas... if trump can’t get it off the production lines by the election, there is zero hope we will roll out by Xmas.
In the interim....
Test, test, test.
Avcacta..... the new awacta... ;-)
BBI and Abingdon capacity is not enough
Capacity expanding to include BIVDA manufacturing partners (government procured, like it or not this was known on Friday morning and is huge news)
Avcacta are in discussion with gov (and Boris is clearly quietly confident). Avacta saying very little.
Gov are handing out huge contracts to pcr and other tests and clearly gearing up for home testing on a rapid scale to 2023+
Testing in some form (most likely instant) will be around for many years to come
All/most companies will do very well but avacta holds the keys to truly opening up the economy
Affimers are clearly highly sensitive and cancer trails to begin q1 2021
Sit and wait for the rns or digest the news and piece the puzzle together
That’s your call
And remember, those who like to drown out debate thinking they own a bulletin board spend c.10 day straight here. All. Weekend. You know who you are. That’s not healthy. Get out and enjoy your ‘Liberty’...
Roll on Monday /have a good Sunday
Yes, and the RTC has never previously confirmed the government is directly procuring manufacturing capacity for LFTs...
Spin it however you fancy, it wasn’t known prior to Boris announcing.
Anyway, wasted enough time on here today. God only knows how you dedicate your entire life to this bb PL. Stamina. I’ll give you that.
“ I love it, but that’s not new news.”
Care to direct me to where the U.K. government has confirmed this previously....?
“Did he say anything that you didn’t already know?”
Yes, he confirmed the U.K. government was procuring manufacturing capacity to make millions of LFTs. That was news. Like it or not.
twitter.com/bigbitenow/status/1317121434947301380?s=21
As ever, hits nail on head in this thread.
https://twitter.com/bigbitenow/status/1317121434947301380?s=21
Best poster on twitter imo
Pl75... no target... here til the buy out... enjoy your top slice.
Yes, let’s all await the rns and not digest any info until then. That’s how this game works I think.
“The government has confirmed Avacta is one of a few partners it is working with on Saliva-based tests. Avacta seems to be the only one with a rapid saliva-based test out of the four (read more).
City sources claim the boss of Avacta is ‘heavily involved’ in operation moonshot. Given the scale of testing envisaged and logistics needed, this seems plausible (read more).
There are signs it is making moves to further build the capacity required as Omega Diagnostics has had early talks (read more).
Avacta is expecting a ‘transformational year’ and is looking for a fourth quarter approval of the test. Trials commencing next week would fit the timeline (read more).”
Not British champ. You keep your eye on that powerful PI base.
Keep fighting the good fight. “Oh.....Jeremy Corbyn....”
Travel light... your ilk never cease to surprise.
I never asked if you were in the money. As ever, with ‘concerned’ holders you always have a need to tell other how well you have done from a stock.
I’m delighted you are such a pro.
My favourite post of yours is below:
“ Yes company should focus on running the business. Funny how we find time to prepare presentations and speak to big US investors thou. Not the only company guilty of ignoring PI. Annual meetings are the time to voice those concerns. But most of us just along for the ride.”
I stopped listening after you said we should be focusing on PI rather than large US institutions... you seasoned pro. :-)
https://twitter.com/10downingstreet/status/1317392739324071939?s=21
“ Over the next few weeks, new rapid COVID-19 tests will be trialled across the country.
This will enable us to test priority groups, such as NHS and care home staff, much more frequently.”
Over the next few weeks.... new tech... procuring capacity from pregnancy manufacturers... yeh, can’t be AVCT, no way.... ;-)
I am loving the outpouring of concern here from those who have been subtlety wishing avacta to fail for the last few months.
It’s all over the BB and twitter... “I really do hope this is Avacta, but please don’t chase this stock, I just don’t want you to get caught on a spike (like I once did), it’s not confirmed til it’s in an RNS etc...”
Gents, it’s obvious. You’re on the sidelines or got caught..
A reminder:
Boris’ language is key (he is saying it’s not there yet but it’s clearly not far off). This fits perfectly with the avacta delay and current messaging from our CEO
It will not be millions out the door from day one but they are clearing gearing up for mass production
BBI and Abingdon both cited (anyone else able to confirm those two are supplying another rapid LFT antigen test? No, thought not...)
The government has said they are ALREADY procuring capacity (add this to the huff post article and you have a clear indicator what is coming)
Mass testing, on a population wide basis. Again, thats not tomorrow but it is clearly not far off. We know the 10k test batch is imminent.
On the bright side, if you don’t want to get caught, don’t believe this is Avacta, don’t believe the gov is procuring LFT capacity, don’t believe BBI and Abingdon supply avacta, don’t believe the CEO when he said avata are in talks with gov, don’t believe the POST piece on testing solutions...
Then it’s simple, don’t buy on Monday. Ah, the joys of democracy!