Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
If like me you are a recent investor you may enjoy watching this interesting 20 minute presentation by Dr Alastair Smith, Chief Executive Officer of Avacta Group at last year’s UK Investor Show explaining how Affimers deal with cancer tumors https://www.ukinvestorshow.com/videos/avacta-group-plc/
I’ve just written to Dr Simon Worrell at Collinson to recommend he investigates our saliva-based LFD for use at airports. Can’t do any harm.
Cramped working conditions, aggressive a/c and low temps reckoned to be common in meat packing plants
htTps://www.wired.com/story/why-meatpacking-plants-have-become-covid-19-hot-spots/amp
July will be Scorchio!!
Been trying to buy this morning through HL but keep getting “No quote available” message.
More than one Conifer Management then?
Conifer Management, L.L.C 13F annual report
Conifer Management, L.L.C is an investment fund managing more than $1.27 billion ran by Gregory Alexander. There are currently 17 companies in Mr. Alexander’s portfolio. The largest investments include Alphabet and Fiat Chrysler Automobiles Nv S, together worth $550 million.
8M shares purchased by Conifer Management, LLC operates as a real estate company. The Company owns and builds real estate development services. Conifer Management serves customers in the United States.
Thanks for the link gmnc
Hopefully Content of this link will not get edited out
https://www.ii.co.uk/analysis-commentary/novacyt-cash-pile-builds-amid-covid-sales-boom-ii511885
Why this site obliterates some website addresses and not others baffles me and doubtless frustrates readers! Sorry about this. . . .
Here’s the ending to his article
“ I do have a suspicion of my own that an offer may soon be incoming. Any offer would certainly need to be around the £8-£10 region, it would make sense for any company with the cash available to grab as many shares at this level prior to any bid. This could be just my own little pipe dream, but it remains a possibility.
With all this in mind, I remain patient. I believe Novacyt is the strongest company out of all the present the Covid stocks, the company with longevity as an investment prospect.
The pandemic is far from over. A second wave is almost as good as guaranteed. Testing will be ongoing for many years or until a vaccine or cure is discovered. ”
Novacyt/Primerdesign and why to invest!By Chris Bailey•31 May, 2020Novacyt are just one of the Covid 'hot stocks'that have recently emerged since the beginning of the pandemic. Already an international specialist in cancer and infectious diseases, with a large global presence, this company already holds a strong position on the world of oncology, microbiology, haematology and serology testing. Their move to Covid-19 testing was extremely swift, placing them at the forefront of test kit development, manufacture and sales. Quick to receive World Health Organisation approval for their 100%accurate, gold standard kit, with their global relationships, they teamed up with various large Pharma's including one of the biggest, most recognized and respected companies in the world, Astrazeneca. Incredibly, within months, they negotiated over half a dozen manufacturing agreements, increasing production from 2 to 10 million kits per month. an enviable achievement and an incredible revenue stream. It is highly likely this revenue will exceed the present market cap!There are of course other companies jumping on the bandwagon, many announcing they have their own products, many still awaiting approval. Social media comments and excitement over investments have projected these companies to a new level of 'overvalue' They may have a kit, it may even be better, faster, cheaper. However, even when or if they are approved, they then await the manufacture and building of customer base. Novacyt are so far ahead on this scale, the demand is so great in all the countries the company have agents, catch up would not be an issue for a long, long time, if ever.In addition, manufacture could never amount to the level to meet world wide demand. One thing that confirms my belief in my investment in Novacyt is the quality of the team working together with Astrazeneca, SmithGlaxoKline and others. Already at the forefront, they are continually developing their test. Very soon to launch a faster model, they are working 24/7 to remain in prime position. It's a very exciting time for shareholders right now, with an imminent update on many fronts, from revenue and sales to new equipment releases.There has been a lot of debate recently over trading action. Regardless of buying exceeding sales, the share price seems to be locked in at approximately £3.00. We have seen purchases of 100k-300k showing after close. Theories abound from take over to institutional positioning.The recent director buys could suggest a take over on the cards as shares by directors are rarely cashed in unless a take over is undertaken. They certainly didn't really need to buy as a sign of confidence after confirming the level of kits being manufactured or the demand for them. But whatever the reason, take over, institutional buying, the present valuation would look incredibly l
htTps://www.*******************/ncwhyt-novacyt-primerdesign-and-why-to-invest
Dodgy link sorry - try this one
https://www.msn.com/en-us/news/us/coronavirus-may-never-go-away-even-with-a-vaccine/ar-BB14GlDs?ocid=se
“Families will routinely test themselves before visiting grandparents” an interesting look at the future by leading epidemiologists
htTp://a.msn.com/01/en-us/BB14GlDs?ocid=se
IQE - global leader in manufacture of epitaxial wafers used to produce compound semiconductors essential building block for 5G and 3D sensing tech. Currently 38p
I was unable to log in on my iPhone so I deleted then reinstalled the App. It works ok now
Invested a further £23k today increasing my holding to just under 60,000 shares in my SIPP with an average of £1:20 and happy to sit back and enjoy the coming news of Cytiva’s successful trials. GLA
Courtesy of Eastendboy over on ADVFN:
“ OK so looking at the info so far.
I think most people will agree that you only get paid when you deliver the product.
So going through the first 4 months of shipments assuming they sell everything they make.
Jan = 0
Feb = 200k
March = 2M
April = 4M
So conclusion is we made 6.2 Million tests and have £6 million profit in the bank so far as per the RNS today. so £1M profit per 1M tests
Then lets look at numbers going forward..
May = 8M
June = 10M
July = 10M
Aug = 10M
sept = 10M
oct = 10M
Nov = 10M
Dec = 10M
TOTAL FOR YEAR = 84M tests = £84M profit
Number of shares in issue = 67.6M so EPS = 1.24
Plenty more here to come..”
I was overweight in IQE which continues to have significant opportunity in the 5G roll-out and 3D sensing sector but sold 30% of my holding this afternoon to increase my position here.
The fast result, no-lab involvement, ease of use by consumers and its ideal solution for airlines, large venues and the workplace to determine if the person is free of infection plus the pre-Cision opportunity in the cancer treatment area next year were compelling reasons for me. Views shared by Miles McN and Ricken plus other informed posters here were also helpful in making the decision today. Very happy to hold for the long term.