Member Info for beinthelead

How likely are we to get false positives with AffiDX based on the superb validation data?

Yet the SP has risen since last summer... and if you’re a holder, you contributed. Thanks.

As much as a rise in the SP, I’m most looking forward to a reduction in negativity on here. All sorts of opinions and debates are fair game, but the constant attempts to drag down the SP/company by creating false deadlines is disruptive to say the least.

PL and Will are strong characters on here, both of which I’ve debated opinion with. And enjoyed it. This is what the board is for.

The research into Avacta is all done. I appreciate the dot joining that goes on - some of which adds weight to my position (literally). Some of the Twitter stuff is gold - Cellar, particularly.

As investors we should be content in waiting for orders in line with recent communications. It’s been a long time, but the numbers are set to be transformational for the company, and more importantly, US!

Reflective post. Must be the glum weather.

Very much stating the obvious. Let the RNS speak for themselves.

Too many trying to create false deadlines.

Exactly PL. The incessant drum beat around the SP will slide if this or that... stating the obvious.

The FOMO is what keeps them here. What they’ll ‘MO’ on will be huge.

We’re getting dragged into the weeds again. We’ve been told that commercial deals look more than impressive, and the evidence lining up points to a transformational set of numbers.

Yes we need the deals confirmed - but they’re coming.

The Covid testing market is forecasted to live for years to come. It’s not going to abate over night.

The landscape is changing without doubt. But this brings in our greatest advantage - testing accuracy and reliability. Also ease of use.

The market is saturated, but with ‘mass testing’ quality products. Ours is a green light targeting product, which trims the market. Flights, ships, concerts, theatres etc.

We’ll sell. It’s a question of how many.

These causes are known and the consequences are predictable, and expected.

First class. But he appears to enjoy being called one, so suggest we all ignore him.

There’s a few questions there. None of which can be taken seriously. Genuinely.

Wild star - unfortunately, nobody cares about the detail. Ironically, this important misuse is not innova’s fault. It’s MHRA/HMG’s. Which is even worse.

Agree Mikey. On one hand people have criticised the comm’s - but I’m very impressed with how AS has handled things. In my view it’s always been about price, and he’s walked it this far, hoping HMG would see sense. All the while negotiating with EU, having set aside alternative manufacturing routes.

We’re not a SONA though - we’ve smashed the test develop stuff :)

Roquet - words in your mouth? Are your all there?

Fair enough Wyn. Your strategy clearly works for you, and TA is a thing, I’m sure.

My point is, the repetitive narrative is understood by the majority of the board. Support, what goes up, could come down etc.

In terms of the subtle deramping - this does and has happened. We all know the testing landscape has changed/AS bought a house/Innova have a stronger manufacturing capability/the window of opportunity is dwindling, yet your have recycled these in a number of posts. It just gets tiring.

I’ll ignore the rest of your TA posts. Suggest you take Ophidian’s advice and forgo the TA advice on here, as the sentiment is telling.

Wyn - by its nature, a board like this will be predominantly supportive of the company. Me included.

By your own rules, you switch between supporting and subtly downgrading your assessment in line with the SP sentiment. You either support (hold) or reject (sell).

Yep, thought this Radia. Good call.

Not sure they’ll risk another re purposed NP test from a Chinese manufacturer. Or purchasing from a company (Excalibur) who were found to inflate ventilator prices at time when the nation was desperate.

Investing in a company that has the opportunity (AVA) to add billions to the MCAP overnight is viewed as a bonus. It’s my main push :)

D-Geeman - TLDR; Wyn willl always offer a *might* caveat to TA predictions. It really isn’t clever.

Wyn is clearly not a stupid person. Far from it. But suggesting that his TA analysis is any more than fantasy is, folly.

Ndn - they’ll sell tests. Might not be 60m/month, but they’ll sell enough to underpin the SP.

The Ava stuff will be with us by the end of the year. You describe your investment as a punt.