Member Info for Beynon

I am slightly amazed at the MC at AVCT. Versus Novacyt it is quite something really.

Or saves millions - the golden median

But certainly AVCT named? Is that new? Have I missed this?

Hi tech - my residing concern is that the government appear to be buying the manufacture from us and test from provider. That doesn’t need to honour the GM estimates historically in place due to the volume. Certainly big upside but more info required to solidify the faith

Believe it would not be an issue. Appears Mologic were parachuted in to help them complete their test so the link and other tacit links are there

Good thing they are expanding it now.

Thanks guys

What’s the view on market cap opportunity here ?

Someone posted a small extract from the public accounts about the share scheme and it read as if there were a 7 year limit on holding the shares under the unapproved scheme. May be wrong but if granted 7years ago they have maybe all been timed out- not sure on service. That would be a b#tch for the directors if that was the way it played although I am sure they will be handsomely rewarded if they can turn this to a 2m a week min producing company

I agree with all points but I think the £2 needs some beefing up. Current share price does not reflect any real volume even at a very low end for me. That’s where this is great news as it adds for sure but we already knew we would be manufacturing and Mologic would be the test. The rns relating to supply pointed to a relatively short period of contract. I think the lack of confirmation on quantity term or price is sticking the price where it is and not the naming of the test. Everyone on this board knows once one order is placed it will roll on and on. A big step closer next week but that will confirm whether choosing the “manufacturer” vs the test IP owner is a good or a great investment.

I don’t think this will be regarded as new news other than for AVCT, unless some can say otherwise. Good publicity hopefully draws more of a crowd to build the price but to me we still need the quantum and pricing of the contract. I have a concern about how much of the pie we will get from a profit point of view. But at the same time I fully believe that will make more money that the estimations put Tim the pricing arrangement

Expecting news. Should be good but for me is how good? Manufacturing contract. When does it start, which what test and how much will we make and for how long? The market will place the price from there but a rns is not guaranteed upside. After that with a new workforce and equipment how quickly can Colin master his team to produce high volume, high quality product. I am long but have held a bit back pending the above. Looking forward to it.

You’d be as well flipping a coin

Aberdeen - they true EBITDA will alter also as they will more than likely achieve over absorption on their estimates on cost. Ie as the volume increases the indirect element of the costed rate will reduce. With the volumes they are talking about they will likely surpass the estimates on facility uptime. This is where the GM% will be trued out by real bottom line value. It is common that in manufacturing volumes that there is an expenentional point that costs are paid and only direct costs factor in. I expect this will be the case at omega as they are entering into new territory on volume and likely have never fully considered how the costed rate will play out over such a volume.

Not far off my story also lol - profit is profit

A solid 50p

But we don’t have a test we are a Manufacturer

Likely red IMO Dave at this moment

I was under the impression that ODX hold no IP on the test so can’t really license a great deal. They can undertake technical service transfer but not receive royalties for product in my view

Showing your age there Buckie ??