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Sorry...misunderstood that...no it is not a quote from the company. It is a quote from the BB I mentioned lower down the thread (the one in Canada).
I think AVCT is a really good proposition. I am trying to understand how it fits.
Tricky...the website shows ONLY three collaborations currently being worked on: AVCT being one of them.
I had developed the impression that GE had scatter gunned across the industry and partnered with lots of firms...looking for a winner. That they have only partnered with three tells me that there is a plan afoot to develop things in a targeted fashion. I found that encouraging and shared it.
I own shares in AVCT and am just looking to understand it better...apologies for not being clear.
hi 1750...
You are right: TXP has done amazingly well / Trin has proven to be a dog (thankfully I worked out that trin was a dog and got out a lot higher...but sadly I did not work out how good PB would prove to be). I got that wrong and have learned good lessons from it...sorry if you thought it was trolling. I only post to try and understand things. What I don't like is the constant facile commentary on just the share price (something everyone can see!) All the best and apologies if i caused you any offence, G
Thanks MAJ...
I saw this, thought it was really encouraging: https://www.cytivalifesciences.com/en/us/coronavirus-update
Under collaborations ...logic says there must be a plan to getting a test out there.
Thanks Dryland..>I have done that on twitter (first time ever)...
They are not concerns...I hate these boards but if I am trying to find info out I will use them how I see fit...doesn't seem to stop anybody else from posting 90% ****e.
Here is one of the issues, quoting Myles: "Avacta is already generating Affimer reagents that detect the COVID-19 virus. It intends to have them fully developed by the end of next month. Cytiva will then transfer this diagnostic assay onto its proprietary pointof-care test strip platform – a lateral flow test device."
Combined with a Quote from SONA board: "GE do not have a lateral flow technology ( i.e. The Gold nanoparticles needed in a lateral flow test, they only provide the membrane and some accessories, reagents) that is why they used Sona s gold Nanorrods when they were testing their membrane. so Avacta provide the reagent , that is what they do. they provide those reagents to GE, and if GE will manufacture a test they will be using Sonas GNRs. you can not jump over Sona simply coz their technology is the best in detecting the lowest virus levels in a lateral flow test. if GE decides to use a different type of nano particules, it will not have the same efficacy as Sonas. Sona is the best in this field"
Thanks Older...how can I get in touch with him? Does he have a pseudonym on this board?
Who is Myles?
I thought Sona's test was approaching $50 in cost?
I know the majority of these boards are very valuable for talking about about price moves and market makers screwing people etc but can we have some decent debate pls about forecasting the future on this share versus its closest competitor / collaborator? It appears GE has two dogs in the race (and a 3rd that is a more involved blood test?)...
I for one want to concentrate on de-risking the proposition: is it a case of Sona OR Avacta ...or...SONA & AVACTA.
Thanks
Quoting: "it is the same test, Sona is using a different reagent. but neither GE or Avacta has a nano particle technology of their own if they want to make a separate LF test, hence why Sona has the advantage here..."
Thoughts anyone...myles?
Hi guys...check this link out, type into google: CEO SONA...its a chat like this in canada on the subject of SONA - GE - AVACTA...I have posted that RNS this morning on their chat to see the feedback...take a look...
To what extent is $3mln a year of post tax earnings already priced in ?
Sorry for the awkward questions, I am trying to work out the potential of txp...my issue is not the co or PB who has been masterful in the latest capital raise...my issue is the regime in Trinidad. When I met Paul, he recognised this was the true headwind for all trin based companies.
Thanks...that’s helpful.
So at 1.8 selling price that = 6 mln.
I used to invest in trinity but got out well in the teens...I have some familiarity with the absurd Trinidadian fiscal regime. The latest budget removed 25% of losses from being able to be offset which is borderline criminal. With the corporation tax being 50%, does TXP have meaningful losses it can apply (75%) against these gains or will they be giving 50% away in taxes?
Hi Goodbody...You say £10 mln revenue a year when Coho starts. I don't dispute this but can you spell out the three factors that give you this number for me? 1 Sale price of gas, 2 costs of gas extraction, 3 quantity of gas produced per annum. I think we have an idea on 3...its one and two I want to quantify? Thanks
TF...sadly, I agree. Good value here but the company may not have the balance sheet to ride it out...particularly if there is a marked drop in travel: this seems likely.
Yesterday's news about the offer was a bit of a joke really...one month ago we could sell 25% of the airport at ~150mln...it was definitely worth that one month ago:
Yes I get the semantics...if we can ride this out, this is the value here...however, It doesn't matter what the airport was worth a month ago, it matters what it is worth now and more importantly what it will be worth in the next few months in cash flow terms and whether the company can see the rocky phase through.
Devil, Groover is quite right at one level. At an individual level this is a relatively a non event. For the well documented margins (old, sick etc) this is not the case. At a societal level, therefore the effects of this virus are not that we will all mostly catch a cold but that a very large number of people will be affected and our global health care (good and bad) won't handle it...
This leads to knock on issues: take Stobart Group that owns southend airport, updating the market this morning:
"However, the short-term uncertainty driven by the COVID-19 outbreak has impacted on global airport passenger traffic generally, and London Southend Airport specifically. The airport's airline partners have cautioned that they are undertaking significant route cancellations. These actions are likely to continue on a rolling basis for the foreseeable future and could result in the grounding of the majority of airline fleets;"
If Stobart (owner of an airport) is saying that the MAJORITY of airline fleets will be grounded for the foreseeable future then what impact does this have on global energy consumption? 7.8%. That is potentially a large proportion of 7.8 mln barrels of oil per day not being consumedon top of the Saudis and Russians trying to annihilate the frackers.
Stobart don't want to write this, its REALLY bad for business. Therefore, listen to them.
So, at a time when its just colds for most...the systemic societal issues could be (are starting to prove to be?) catastrophic...what is a speculative company worth with that sense of overhang if quality companies are getting smoked?
That depends how long it lasts...Touchstone has played a blinder and it is v interesting but don't just think that this is utter stupidity of people. Lives are at stake: 1% of dozens of millions of people are very large numbers of people.
Or something like that
Someone at stob wanted that news out...to stop the share price disintegration. It read well on sky news last night but that rns inspires no further confidence. If airlines shut and people don’t travel then - sadly - given the current balance sheet of stob, the German interest will be able to buy the whole airport for less in a few months.
Hi guys...what is the current debt position of ORPH...thanks in advance?
Anyone see the Trinidad energy minister projections for gas prices?