Member Info for carlotowl

No one cares about ODX and their Visitect (Mologic) test. It could only detect 98% of positives with a CT of under 20 - that's poor. ODX are just waiting to be told to make our test. This just confirms (again) that the gov test isn't Mologic as they would have been making it by now. Not long now boys and girls.

What are you going on about? This is over a year old!

There really isn't much more to discuss here. The affimer platform is completely derisked. The LFT WILL bring in enough revenue to fund the company going forward. News on manufacturers, licensing, UK (or other national Gov) contracts, takeover interest, NASDAQ listing, or any number of left field deals could literally land any day. If you don't need the money you have invested here right now then just sit tight. The derampers are scraping the barrell now and it's pretty pathetic. Can we start talking about therapeutics now because that's much more exciting!

It's only 2 slides as that was all I was able to save before he deleted the post!

SP holding up well. Well and truly waiting on news before any bigger move either way it seems.

There's been shed loads of publicity about how rubbish they are hants. Everyone I know talks about how LFTs aren't very accurate. Avacta are about to change the game though so not an issue, plus gov will buy them anyway.

No they're not.

He's referring to Surescreen.

Fair play. I've actually found your constant pessimism useful as it allowed me to regularly critically analyse my investment. Just need that RNS to land now....

Wow, Ray is optimistic (unless that was one of your cynical, sarcastic posts!)

Skeletor- they will have a stockpile from the 2 £912 million tenders back in January that were due for delivery by the end of March. It was split 5 ways between Innova, Abbot, etc. They will use up all of those before transitioning. Also Surescreen have a 2 year contract with DHSC to supply LFTs , so they've got enough for the short term. Let's just hope that soon we get thr RNS that we are the sovereign, although I don't believe we'll be able to supply all they need alone, so other companies will continue to get contracts through the DPS.

Floating with a valuation of £2bn and analysts talking about up to 7bn, from revenues of under £200mil (all covid related). They have decent tech, but no where near the potential here. Just goes to show if the test works the potential valuation is immense.

The Guardian: Oxford Nanopore to float on London Stock Exchange.
https://www.theguardian.com/business/2021/mar/30/oxford-nanopore-to-float-on-london-stock-exchange

It is way more than 50%, I was being conservative for fear of being accused of ramping. But as you clearly desire more, then my honest opinion is that it's 80-90% likely the large scale CV will mirror the smaller one.

As I thought earlier. Similar drop to yesterday as PI's panic about the news not having come yet. Exacerbated by more panic as a couple more companies announce tests that sound great on paper but in reality are no competition. The reality of an 8bn LFT tender still remains, of which we have an excellent chance of gaining a good chunk of revenue from, which will project this company into orbit, even on 'low' volumes of tests (10 million pm as stated by the CEO a couple of weeks ago). The reality is it will be higher than that. It all hinges on CV being similar to the smaller study (likelihood of which is more than 50% imo). Hold on to your shares guys and gals, it doesn't matter what the haters say, it's more likely than not by a fair margin that we are sitting on a once in a lifetime stock and we will all see significant returns from these levels.

I'll think we'll see a similar sell off to yesterday. The closer the end of March comes the more people think the 'deadline' will be missed.

I have SAE at 20p. Will be buying more as long term it'll do the business. Added more to AVCT today on the weakness.

After cashing in some of my profit a couple of weeks ago I've now bought back in again today and gained 2000 shares on what I had when I sold. All this panic selling is great for accumulation :)

Totally agree RNmyS. This guy appears and starts commentating on Avacta with reasonable comprehension and somehow he's 'the' man to follow. Having said that I agree with most of his analysis and it does provide a good summary, but it's pretty basic. Also I'm fairly sure it was his Dad that said he was 'the go to guy' on Avacta, lol.

2.1 million shares were bought today and 1.3 million shares where sold, yet we were down. MM's played lots of emotional people for fools today. Fact.

It's not BAMS. That's not to say we won't hear something on BAMS this week, but they won't be using it for football matches.