Member Info for Diversified

To confirm if Finncap steps away from 139p, then we are on our way Imo.

Still undervalued with a massive bottleneck of news due to support any continued rise likely in the immediate/short term.

It’s not only cheap, it’s woken everyone up to what will happen when a deluge of news hits the market between now and year end.

I am as excited as a pig in sh*t

I hope it does, it will catch the traders out. What would be good to see is the intraday RNS that catches out the hot money and preserves the higher gains for those who had the balls to hold during the last drop.

Patience will be rewarded.

Yesterday from 15:00 you could see the book flip in such a way that the volume was not representative of a technical breakout or dead cat bounce.

Abnormal volume and price reaction was indicative of a leak of some description. Someone knows something and an intraday RNS is as likely as a 07:00 RNS in my view.

To many Robinhood investors or squealing shorters constantly looking for an excuse. Patience will continue to be rewarded, that how the market works.

Alastair Smith said in an interview that whilst his preference was to source production in the UK as far as possible, this would rely on its manufacturing partners expanding capacity beyond its current commitment.

Abington intends to list to raise capital which in turn would increase its production capacity. What about Odx? Will we enter into a partnership with them, with a view to Odx raising capital to fund production capacity?

It would be a highly profitable venture for all concerned as rapid testing demand far outstrips supply.

A material change to the LFT would of required an RNS.

I believe the website content has been updated, nothing more, nothing less.

A ‘national initiative’ evaluating BAMS MS. Very surprised to see a reply to that to. Must be pretty special to be a national initiative.

When listening to the presentation around BAMS and the words used to emphasis just how impressive this test was, it comes as no surprise to know that commercial agreements are in place and waiting to be disclosed upon conclusion of these results.

It’s all coming together, as painstakingly slow as it might seem to frustrated short/medium/long term investors.

On completion of BAMS validation and commercial launch alone I can see the share price recovering to £2 +. If you include the TT for the LFT and the level of national attention those tests will receive on a national basis it’s not impossible to see the massive blue sky potential when they deliver.

And it is ‘when’ and not ‘if’ and exactly why I’m a shareholder.

Has anyone had any dialogue with either of them recently?

ODX were torn to shreds during a period of inactivity a few months ago and then addressed the issue accordingly, assisted by news flow. This reminds me of ODX as 35p as it melted down.

Last point, a vaccine, regardless of whether it has 50m doses or 1b doses still relies on the total acceptable adoption by the public and country infrastructure to administer the treatment. That’s pretty much a constant and will take a significant period to vaccinate 70% of the global population to help irradiate the disease.

Imo, following the AstraZeneca news, we are at a point were the risk surrounding vaccination news is squed to the upside for testing stocks rather than downside imo. If we are not already their.

Approx 70m shares have been traded in the last 6 working days. With the total share register at 252m the rebalancing will continue today until Imo the buyers outweigh the sellers and the share price moves back up.

Newflow between now and year end should be pretty consistent and we are at the business end of a period of significant news.

I personally can’t wait.

As a relatively new investor my patience isn’t wearing thin, the shareholder register is currently rebalancing with the average purchase price reducing in accordance with the current consolidation and high volume.

We have known about vaccines for months now, but with the shareholder register consisting mainly of private investors, the drop on V news was bound to see some bed wetters fall out.

So with most of the remaining jittery investors leaving yesterday and those investors who were waiting on the sidelines worried about the next vaccine news seeing little impact on the share price, imo it’s game on.

Share price had a higher low yesterday than last Monday and 100p was good support. In addition to some good buying into close yesterday, even an 8p move to 115p would bring additional momentum as people hate to miss a good opportunity, regardless of if they have currently sold or reduced their current position.

I understand the longer term shareholders frustration as news according to the company is imminent, but equally in third party hands. I don’t believe that anyone more than the company want to deliver on what they have promised.

Just look how easy sentiment shifts, the same applies to both directions.

https://medusa19.com/?utm_source=googleads&utm_campaign=%7Bcampaign%7D&utm_content=%2Bmedusa%20%2B19&gclid=Cj0KCQiAwMP9BRCzARIsAPWTJ_Fa7c2qb7pjI0J6rX0yx9FGNIMvWPZHT62xCSZUDB4yRCM9EY6AxIwaAg4QEALw_wcB

Such an interesting website, really puts the project into perspective.

Patience, this is one hell of accomplishment, product.

To many constructive pieces of the puzzle through multiple government sources for the larger plan to not unfold with AVACTA also keen but unable to reveal the commercial details until completion of the trials. This is now imminent.

https://amp-theguardian-com.cdn.ampproject.org/c/s/amp.theguardian.com/world/2020/jun/22/coronavirus-spit-test-to-be-trialled-in-southampton

With the BAMS test potentially at the forefront of some of these plans.

https://isohelix.com/products/genefix-saliva-dna-collection-device/

I could be wrong here, but I thought that mologic were a non profit organization with an emphasis on Africa?

Yes Odx will benefit from manufacturing these tests with a margin. But the tests are to go to third world countries?

Spoke to a chemist who works in tech transfer for mass production and would go through a similar process to that of Avacta. He said many aspects of the verification and evaluation would be happening in conjunction with the production of the master batch. Many turning cogs that would need to be compressed within a short time frame. A carefully constructed plan is essential to the future rollout, with the more prudent approach likely resulting in a successful rollout without hiccups.

Also said that testing will continue long after vaccinations, for sports venues (stadiums), hospitality (certain venues), flying, cruises. If anything to reassure consumers that it’s safe to return.

I know I would personally feel safer to return to a football stadium where we contribute to the atmosphere through our chanting if they had introduced football passports with unique codes ensuring the test was taken a number of hours before entry to the stadium. Even if that meant I had to pay more for the privilege.

What we do know is that between now and year end, that over the course of the next 6 weeks, we can expect a significant period of newsflow from Avacta which will get rid of the bed wetters.

We are at a sensible market cap for where the company is, as some have pointed out, high risk, high return.

When we were at £2.10 expecting good news the expectation was for the company to go onto £4/10. Those targets haven’t changed in the event the company delivers. That’s a lot of blue sky from here.

It’s also true to say that Avacta twitter activity is strongly correlated to upcoming newsflow. I am very confident for this coming week.

Due to loss of patience will have a greater impact on the next RNS concerning commercial Covid testing progress. I am reading a lot, and I’m constantly trying to evaluate shareholder sentiment. The more investors that lose patience and exit the more powerful the next move up will be.

Keep it up, I’m enjoying it

Quidel Corp has a high correlation due to its relative low market cap to the likes of other players such as Abbott.

If the rebound in America and the continued reports on mass testing is anything to go by, today will be a powerful day for a rebound imo.

‘We will sell everything we produce’, patience is the key to stock market reruns.

They will simply use this as an opportunity to flash the stock down while know-one will be able to take advantage of the lower prices.

The market will forward price this known information given the markets previous experience with the significant drop.

I don’t plan to be fooled. If we get the update we are all waiting for before this next vaccine then everyone will be complaining about how corrupt the market makers were for hitting all the stops. Yet knowone could buy in any real quantity.

Imo