Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
1. Would it better to sell and buy back in?
2. Hold on
I’m a novice and would be interested from the views of more experienced folk.
I’m a lth but wondering what the risks are of doing the above. Thanks
Would it not be better for us PI’s that North do sell off their large stake? If and when a takeover is planned (no doubt this will on the radar for the big boys imo) then having North have such a large stake could affect the price of the sale and could be a lot lower than what PI’s May value the company at?
I’m same in bot as you buddy. Relatively new to investing and came across this after a recommendation. After doing some homework It was clear TXP is gem of a company with a really good management team.
They have good strategy and so far have been successful on their exploration targets. Even if Chinook comes in as a duster, there are many other potential targets (Royston being the one PB is most excited by) as well as, Casc Deep.
Good luck with whatever you do as always DYOR and wish you well
@jadam & @safy
Think we should be fair and clarify that Avct own their IP whereas we manufacture for others. Although, there isn’t anything to say why we won’t hit that SP quoted very very soon imo
Odx needs to utilise linked in a lot more. I noticed Medusa offering tests to businesses to check their employees. This is the type of strategy we should be utilising to offload the sore capacity we have at the moment before the big govt order comes in.
Are Abingdon selling on behalf of the UKRTC or is it just for themselves? If so, what cut does OdX get?
People get too emotionally attached in my opinion and then cannot see the wood from the trees.
No doubt there is a big market for Antigen but so far nobody has cracked the S&S. don’t let anyone fool you because as of today there isn’t one company that has nailed it for LFT’s but I would say Avacta and Mologic are the closest.
However, don’t discard ODX and the Antibody market when clearly there is and will be more of a need when a vaccine is approved.
GLA and wish you the best
Nowt to worry! All should be revealed by Monday Imo GLA
Is not buying more :(
Sounds like it’s price sensitive so assume a RNS should be due anytime soon then.
Still unclear of the MOU?
Been trying to find out the same info as well as, what the agreement of the MOU is but nobody seems to respond
Hi
I’m slightly confused and needed some clarity from the more experienced BB members.
As I understand the MOU with the govt is due to end on Thursday I think, is today’s RNS part of that or is that separate?
Fortress’ test doesn’t have the comparable S&S than what the ukrtc have produced. From what I’ve read, this is just an initial order whilst they learn more about the time and lasting effect of antibodies in the system. Antibodies tests will play more of a part when a vaccine is close to approval
How can you say the Antibody test is useless!! C’mon at least be real. If it was the case then why would the gift place an INITIAL ORDER.
Whilst there is an urgent need for antigen now, when a vaccine is approved, the antigen year won’t be of any use
Agree with Safy, It appears the govt strategy to combat Covid-19 is to mass produce the Antigen tests first and roll these out as part of Moonshot. (Whilst majority will be Antigen based, there will be inclusion of Antibody testing). Then once the we are close to a vaccine, this will massively re-rate again as the govt will need to place another large order prior to the distribution of the vaccine imo.