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https://www.cambridgenetwork.co.uk/news/avacta-provides-update-affimer-therapy-covid-19-infection
This a a really interesting idea which could open up a whole new work stream/ revenue stream potentially for Avacta. Wonder if there have been any recent updates on this research at GU?

This is a 5 minute interview with the author of the article:

https://www.proactiveinvestors.co.uk/companies/news/945036/horizonte-minerals--everything-you-want-from-a-junior-mining-company--says-alastair-ford-945036.html

https://t.co/u6uEqOpdPm?amp=1

Good post Ginge. I had one bad night with AZ but no worse than with a feverish cold or man flu. I would cheerfully do it again to escape the clutches of this scarily dangerous virus.

Seems to be helping the SP recovery today:.

Plug Power Inc will be building the largest green hydrogen production facility in North America, the provider of hydrogen fuel cell turnkey solutions said on Thursday. The company will invest $290 million to build the facility at the New York Science, Technology and Advanced Manufacturing Park (STAMP).
Shares of Plug Power (PLUG) dipped 0.4% in pre-market trading on Feb. 26.
Plug Power’s CEO Andy Marsh said, “Plug Power’s future rightfully revolves around building the green hydrogen economy. We are grateful that our home state of New York is helping lead the way on climate and clean energy initiatives. And, that Plug Power’s green hydrogen solutions can make such a positive impact on the environmental and economic climates in the state. We thank our elected officials and partners for their leadership.”
The plant is expected to produce 45 metric tons of green liquid hydrogen daily and will service the Northeast region. Along with the company’s Tennessee plant, it is expected to supply 500 tons of green hydrogen each day by 2025 and 1,000 tons per day by 2028 on a global basis. This project also includes a 450 MW electrical substation that will serve the STAMP site.

https://www.tipranks.com/news/plug-power-to-invest-290m-to-set-up-largest-green-hydrogen-plant-in-north-america

ACCIONA and Plug Power to Partner on Establishing Leading Green Hydrogen Platform for Iberia.The joint venture aims for a 20% market share in Spain and Portugal
Clear path for partnership to build green hydrogen generation platform of more than 100 tons per day within the next several years.
https://markets.ft.com/data/announce/detail?dockey=1330-8153542en-74Q4UEQ80H1QTJ0LSFI34KOHDQ

Renewable energy stocks’ share gains in 2020 were enormous, and the trend has so far continued in 2021. The tailwinds are manifold; The global risks due to climate change have only come further to the fore during the pandemic, and the cost of renewable energy continues to drop, marking it as not only greener but even cheaper than traditional alternatives. Plus, the new Biden administration has put extra emphasis on the need for clean energy, and government policies will continue to support low-carbon solutions.
Plug Power (PLUG) has been one of the companies to benefit from all the above and the hydrogen fuel cell maker has particularly caught investors’ imaginations. The last 12 months have delivered massive returns (up by 1,317%) and the stock has already nearly doubled this year.
Among the fans is B. Riley analyst Christopher Souther, who rates PLUG shares a Buy along with an $83 price target. This figure indicates further upside of ~31% over the next 12 months.
https://www.tipranks.com/news/article/plug-power-an-expensive-stock-but-this-analyst-still-loves-it

Plug Power Inc. (NASDAQ: PLUG) was started with an Outperform rating and a $75 price target at Bernstein. The consensus target is $62.02, and Tuesday’s closing price was $64.25.

EB, I don't want to make any recommendations, but I can tell you which ones I'm in. Shares, especially AIM shares. can be a rollercoaster, and I've been caught on a spike more often than I like to think about. (Like the one on PLUG currently!)

Anyway, Horizonte (HZM) is a nickel miner with mines in Brazil. Nickel was highlighted recently by Elon Musk as being of special interest for Tesla batteries. Not yet a producer, but at a good price point currently while finalising finance to build the first mine.

Bushveld Minerals (BMN) is a vanadium miner and renewable energy/storage company in South Africa. Vanadium is a valuable metal for fixed energy storage, complementing nickel and green hydrogen as I see it, as all have different applications. Price has moved up in the last month or two, but may be worth getting in on dips.

I have a couple of copper plays. Asiamet Resources (ARS) is a potential copper (maybe gold also) producer with licences in Indonesia. Currently negotiating a takeover of one licence. If all goes ahead price could double in short order, but there is a perceived risk to the deal completing, which is holding the price back currently. Central Asia Metals (CAML) is a very well managed producer of copper in Kazakhstan plus zinc/lead in North Macedonia. Good dividend payer apart from recent glitch..

I also have TSLA (expensive!!)and SSE (leader in renewable wind). You possibly know all these. If you want to know more, LSE forums are a 'mine' of information. Whatever you invest in, DYOR and good luck.

Spoilsports...

Jan. 14, 2021 7:47 AM ETPlug Power Inc. (PLUG)By: Carl Surran, SA News Editor23 Comments
Plug Power (NASDAQ:PLUG) and FuelCell Energy (NASDAQ:FCEL) look to be in danger of snapping their seven-session winning streaks, -4.4% and -5.2% pre-market, respectively.
J.P. Morgan starts coverage of Plug Power at neutral with a $60 price target, after the stock closed Wednesday at $69.50, the highest close since 2005, and downgradxes FuelCell to Underweight from Neutral with a $10 target.
Plug could raise sales to more than $1.2B by 2024 and is "our top pick in the hydrogen space, but [the stock is] fully-valued," says JPM analyst Paul Coster.
FuelCell has a "strong backlog" and strengthened balance sheet with which to execute on the current portfolio of SureSource solutions, but the stock is "richly valued here," according to Coster.
Plug has soared more than 300% over the past three months, vs. a 9.2% gain for the S&P 500.

You may well be right nimrod, and good luck to you. You have gained a lot in a very short time, so enjoy your windfall.

I see the the green revolution as a once in a lifetime opportunity, with old energy falling out of favour and new major industries being created. Joe Biden is going to inject a two trillion dollar boost, with renewable hydrogen a target industry.

I am already into EVs, copper, nickel, and vanadium. I was vaguely mulling how to get into hydrogen when I read about the South Korea investment. Have to confess I was unaware of PLUG till then, so missed out on the price reaction to that news. Anyway better late than never. I doubled down on my holding yesterday, and feel very comfortable with it sitting in my US stock portfolio.

I was impressed by Andy Marsh on YouTube (thanks TheUKProf!) describing the PLUG ecosystem, and I like the parallel with Tesla. Now looking forward to a healthy news flow .

Up to $71.45 at 22.30 now. Jefferies increased their PT today to $73.50 from $50, momentum could get them there tomorrow.

French automaker Renault said it's signed a memorandum of understanding to launch a 50-50 joint venture with Plug Power in France by the end of the first half of 2021, targeting over 30% share of the fuel cell-powered light commercial vehicle market in Europe. The joint-venture will combine the vehicle manufacturing capabilities of Renault with the fuel cell and hydrogen system manufacturing knowledge of Plug Power, the companies said. Plug Power shares jumped 14% in premarket trade, while Renault added 1.5% in Paris.
https://www.marketwatch.com/story/renault-says-it-will-create-french-venture-with-plug-power-2021-01-12

Cap'n, your bonfire simile is worthy of Professor JVT!

He specifically referred to the Lamp test, but said a pregnancy style test was being tested. I take the latter to be the Avacta saliva test.

I attempted a test sell of 100 shares on my mobile recently, just gauging what the true price might be, and to my horror accidentally confirmed the sale. I assume other people do these things too, so maybe that's what you are seeing?

if KSK is worth $163m and Beutong is worth 3 times of those, almost half a billion....soon we'll be talking real money.
Hold that thought and sleep well all LTHs.

(Reuters) - Tesla Inc (O:TSLA) is in talks with BHP Group (AX:BHP) about a nickel supply deal as the electric-car maker targets higher production and seeks to avoid a supply crunch, Bloomberg News reported on Tuesday, citing people familiar with the matter.
Talks are held up on pricing and no final agreement has been reached so far between Tesla and BHP, the report added. (https://bloom.bg/3iG9mNz)
Tesla and BHP did not immediately respond to Reuters request for comment.
Earlier in July, Tesla Chief Executive Elon Musk, on a post earnings call with analysts, urged https://www.reuters.com/article/us-tesla-nickel-idUSKCN24O0RV miners to produce more nickel, a key ingredient in batteries that power the company's electric cars, warning the current cost of batteries remained a big hurdle to Tesla's growth.

The video of the drivers exercising at the interval in proceeding is worth an entry for the Turner Prize.

Elon Musk
@elonmusk
·
10h
Important note about Tesla Battery Day unveil tomorrow. This affects long-term production, especially Semi, Cybertruck & Roadster, but what we announce will not reach serious high-volume production until 2022.

Elon Musk
@elonmusk
·
10h
We intend to increase, not reduce battery cell purchases from Panasonic, LG & CATL (possibly other partners too). However, even with our cell suppliers going at maximum speed, we still foresee significant shortages in 2022 & beyond unless we also take action ourselves.

Elon Musk
@elonmusk
The extreme difficulty of scaling production of new technology is not well understood. It’s 1000% to 10,000% harder than making a few prototypes. The machine that makes the machine is vastly harder than the machine itself.