Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I’ve sat and listened and then come into hear and seen the response from supposed holders of avacta. I must say I am speachless at the negativity and vitriol from people who have been around 2 minutes.
It was a technical session attended by scientific people who are not renounced for being focused around commercials... this really was not the forum for that.
What was clear is that it isn’t easy to produce.. which we knew, both Sona and Avacta are pushing for the very best quality test around 95% performance to ensure longevity and viability of the product.
There was high levels of confidence from all people they will have a test and it will be in 100m or so per month in manufacturing numbers...
As humans that’s a massive positive S the world again continues to battle the vitreous again with waves and lockdowns all over Beijing.
These POC tests will happen and will be a significant part of the solution both for us to maintain a degree of normality and for the world to keep moving commercially.
If you saw negative in that you are only looking for a fast buck and out... or you are a holder of the competitions test.. and simply want to call it down or support your short..
Incredible...
When you consider the breadth of solutions and options that avacta has both now and under development it stands out amongst a crowded field.
Sit on your hands people and give them a chance to show us.
Avacta have an SEC / FDA application to trade logged.. can you see when it was made?
Perhaps we need to be focusing not on wether the affirmers work... they clearly do... the question is about wether Citiva can make an effective test?
Have they ever failed previously?
RK,
If they have taken a position at 3% or more would we still receive a TR1 in the usual way or would this be different for shares acquired during the placing?
Props
I hold both Avct and Ncyt... I’m interested to hear why you believe takes NCYT back above £4 in a week?
Parkez
US OEM is surely already done but under NDA .. no way do we wait so long when we have announces so many other operational and strategic aspects...
Unlocking next level is SP beyond £4
Increased mfact capacity
Increased mfact partners
dOCR / Exsig - sales
Sales beyond Dec 2020 into 2021
WHO extension to 1 yr temp approval.
Takeover J/V
Everything else is factored in to the SP.
Do you have the source that shows Quidel is 80% effective PL?
Final paragraph...from FT above ... thread may not give access.
The future lay in rapid tests that could be carried out locally, without the need for complex hospital and laboratory facilities, he said. “We can’t afford other lockdowns. Imagine how different the current situation would have been if we had the ability to identify insurgent hotspots through small testing instruments widely available across local communities.”
CEO of €Bn DiaSorin Italian testing manufacturer interview.. . Last paragraph is the key... the industry know!!
https://www.ft.com/content/7c312d8a-fcfe-4ce7-94d5-f681221e6042?desktop=true&segmentId=d8d3e364-5197-20eb-17cf-2437841d178a#myft:notification:instant-email:content
Has anyone seen if the new ELISA test has the same quality / accuracy as the current test?
Details around this weekend of the World Veteren Games that took place in Wuhan in Oct 2019.. athletes talking about symptoms that appear CVID .
So an average of$5 captures owning our test $13 trade, $28 retail.. OEM or royalty $1-2.. average c$5...
Mfact agreements next / OEM.. to hit Mid summer -June 21... announcements next week on affirmers and manufacturing developments..
Not sure SNG have any commercial position on injected IFB... oral nebuliser only was my understanding... please correct me?
What’s the panic re another test... even if it was the same.. and it isn’t... there is space for more than one.. how many PCR tests are there out there ... don’t think the competition has affected the respective SP’s... don’t panic Mannering!
Predictive...apologies ..Alistair!
Yesterdays presentation by Richard Smith our CEO should have added some context and depth and facts to the numerous bits of research we all do in shaping our decisions. The content was both full and rich in respect to many, many things that are markers for shareholders be that current or potential. The presentation showed us so many things....our numerous products are groundbreaking and unique, they are highly commercial and will add significant value both in the immediate and long term. It showed that there are some incredibly talented, committed and immensely knowledgeable people within the Avacta business...and will without doubt take us from our £230M MCap to £500 and £bn in a relatively short timeline.
When it therefor comes to the decisions we make be that to buy, sell, hold...buy more..yesterday told me that I should lose sentiment...if its a bad call , then make it. Do not sell on the emotion because you are worried about a rumour or a spike...stick to the research and better still facts.
The facts where clear to see and in listening to our CEO talk us through what lies ahead, this is the real deal and comes along very very rarely. So if this morning, or next week when the MM, or rumour mill try to manipulate the SP....remember last night, remember the facts and do not feel that you need to chase a rainbow elsewhere...because you have already found it...
All clearly IMO...but supported by a plethora of facts..if you haven't please read the very detailed summaries on this BB, and the slide deck here
https://avacta.com/wp-content/uploads/2020/05/Avacta-Group-plc-Prelim-Results-Shareholder-Meeting-2020.pdf
Enjoy the weekend all and the journey ahead.
Ted
Benefits of dPCR... and perhaps other tests BAMS and POC
Wood also
Thanks for this do you have a link?
Cheers
Tes
GH
Suggest you read through the RNS updates and wider research material...Novacyt have c 70% of UK Governments testing..DYOR