Member Info for GLR1990

Wow look at that market manipulation at 8am to make it look like there was a seller at 18p, even I fell for it, not one trade under £500

We move up in to the 19's today

Look away folks the V prices are soaring again
Can't they just go back to $27 KG when the SP was 24p already?
I mean yes, for every $1 rise we probably make $2-3m dollars extra cash flow on the bottom line but that's clearly not what the market wants, otherwise why would they be selling?

(tongue in cheek)

What on earth is going on?

Whats the bear case, I know the production costs going up are a negative, but they come right back down in 2022 correct and with even more production coming online

V prices are $34+ at the moment, that's the no.1 fundamental reason that should drive this stock, V prices, costs and production volume
We have an major increase in V prices, a considerable rise in costs (no getting away from that its a big rise) but also an increase in production, the increase in production and current V price considerably offsets any rise in costs, I've done the math! (I hope)

real down day across the board, probably a great time to be buying stocks
We shot up nicely (20%) from the 16's so people just see BMN as an easy profit take in the current climate
But if V prices continue to rise, then eventually we will rerate, either steadily, or like we saw last week a quick fire spike up

Superb rises overnight, across the entire board, some almost as high as 3%
Really starting to accelerate now, enjoy it - who knows where it will level out, would be very happy with $40-45 KG

No idea what GB is talking about, Wow these MM's are really good, they have found a way to impact the global vanadium market so they can offload more shares, truly incredible!

Finally moving upwards
£106m MCAP vs ODX £175m MCAP
That's a ~65% upside from here
#ODX manufacturing 8m PCM with loaned government equipment (will expand IMHO to 10m+)
#ABDX set for 12m PCM / 150m PA with their own funded equipment and already in the process of completing a TT for the Avacta test

And I like ODX but as long as the market caps are this far apart (over 60%) I will continue to compare

Argus still reporting $34 in China

Can't see the others without paid access

https://www.argusmedia.com/metals-platform/metal/minor-and-specialty-metals-vanadium

Hope we have sold our piddly stake
£65K at one stage at 48p that was worth 8x ~£500K

Not bad for a few days work! Well done Ed!

If Emmac does the same we will likely be north of 30p+

Might as well enjoy the ride, come on when is the Emmac IPO!

This is an absolute Joke
Even if we produce 1m AVCT tests per week from April onwards, the margins are likely to be at least 50%, ODX are getting £3.20 per test from Mologic, at 50% margin, thats ~£12m revenue per month just on the Avacta test
By Y/E we have capacity for 150m tests per annum, even if competition drives it down to 50p margin a test this is a money printing machine
People selling at 90p!

Hope all is well

Bought back in today, wanted anything under 180p, very happy

AVCT test preliminary results show it to be more sensitive than the Mologic LFT which received a CE mark, bodes well

ABDX (cross ramp!) opening a site in the US potentially in H2 2021, regardless capacity expected to be ~150m Per Annum by the end of 2021, with these results they will finalise TT and CE mark now by the end of Q1

Would then expect a UK GOVT order in the region of ~£500m (over a period of X months) to allow us to test pretty much anywhere with no bottlenecks

On the Affimer side, 100% specificity is solid gold, more than excited now for the P1 trials and future trials, finally a real study and performance data for affimers, showcased globally

The test seems to be on par with Surescreens (albeit maybe slightly more sensitive) of course small study so much more testing to come, but again if Mologics small study showed 92% Se and they got a CE mark I would expect Avacta to achieve the CE mark as well in quick time

They are also working with Mologic on another test, possibly 6-7 companies in the UK now will provide the entire testing support for the next 12 months+

Monumental achievement, even if it is a bit late!

Well done Sir Al and the team, also well done to Tomlinson Labs who deserve a huge mention

Go and save lives and the economy!

Absolutely agree Tec but the Mologic Test has a CE Mark

Surescreen which just received £500m has Specificity of 99.9% and Sensitivity of 97% with CE mark

So the Avacta test, and of course as you point out small study, still bodes extremely well for a CE mark and a large order, of course nothing is guaranteed in this game but thats my point, at this stage ABDX has not risen in value yet there has been a material positive change today in business

Avacta test is better than Mologic in a similar study (same study, both in liverpool?)

From Mologic Website

Independent assessment at Liverpool University Hospitals NHS Foundation Trust, as part of the FASTER study with 28 patients presenting for care, resulted in a sensitivity of 92%, and a specificity of 100%, corresponding to RT-qPCR-confirmed COVID-19 cases. Limit of detection studies estimate a 50% Tissue Culture Infectious Dose (TCID50/ml) of 100-350 (<5×10^2 pfu/ml), a key tool for estimating the infectious titre of a virus.

ODX £150m MCAP ABDX £93m MCAP, and in six weeks we may both have a CE market test

That's why I said 'Looks set'

Brilliant day!

ABC test confirms high accuracy (pre print) from PHE

Avacta test which we have either completed TT or in the process of completing TT, looks set for a CE mark and worldwide sales

Let the revenue (and world saving instruments) commence!

Antibody and Antigen Exposure set

Northern Leaf Apparently

Large contract today, they do have a CE marked Antigen LFT for Professional Use, unsure if the tender has been awarded for supply of the full test as well as manufacturing

Back to relevance, how are we not currently TT the SureScreen Test and/or Mologic?
Surely ABDX are going to get some sort of contract for manufacturing, just a matter of time?

Emmac would be crazy not to list in the next 3 months IMHO
Surely they have their ducks lined up, so should not take too much longer

Chances we have a bit of dosh in the Kanabo IPO tomorrow?

Portage bio is up 140% they offloaded some last week

Yooma is up over 100% from September (just listed on the CSE now $1.70 we hold 4m shares)

‘I would just like to see them sell something at a whopping profit, preferably two’

Yooma and Portage both over 100% if that counts?

FWIW I also think Emmac and Leap have significantly increased in value since September

People dont look at fundamentals
Yooma could hit $2 today and they would still sell under 10p
Every 10 cents is $400K CAD in the bank for FFWD asset value, every 25 cents a cool $1m CAD

I am just going to wait and focus on Leap and Emmac IPO's, especially Leap