Member Info for HarChris

And whilst yes I'm sure the demand for our products is diminishing it doesn't put pay to the hope that we had a good Q1 from omicron - if you look at biosynex and read across it would suggest the opposite, that January may have been one of the biggest months for novacyt across the entire pandemic.

Well we're soon to find out what difference going from a business with £1.5m cash and £7m debt to a debt free company with an £105m cash pile makes... I may not be Warren Buffett but I am aware that's the sort of balance sheet improvement that can change the fortunes of a struggling company.

Confirmation of plant stability and guidance on target
News on kiln 3's commissioning
Cash flow position/ whether~500mtV inventory has been sold
Bullish forward looking statement

All of the above strengthen the investment case but it's the BE update that could land anytime that'll have the bigger impact.

NCYT and AVCT are totally different propositions right now. What we have on our side is an unrivalled balance sheet for a company of our size making this about as risk-free as it's possible to get on AIM. What we don't have currently is a management team sharing their vision and selling the potential to investors and institutions. It is *Us* that's being viewed as the diagnostics minnow with nothing but a suite of covid tests, out of ideas if covid testing ever falls completely out of favour.

The potential here is a lot bigger than the market is giving us credit for and I'm happy with what's been unearthed recently (such as with TATA) but the low share price is what you get when the BOD are silent for such a long time and fail to inspire any hope or confidence - hopefully this is all about to change and we're about to see a side to David that we haven't seen up until now.

Maybe I'm just being naive but I'm still confident this comes good in the not too distant future.

You really believe whilst GDR has dropped to £25m mcap, ODX £15m mcap and ABDX £15m avacta are somehow commanding nearly £300m through covid hype? Come on face it you're missing something.

No idea if they'll be successful or not and it's certainly a speculative play right now but they are aiming to be pioneers in almost side effect free chemo - that's quite a big deal and if they pull it off they'll be bought out in the billions.

maybe it's a sign you're missing something Urraca? They are after all up 130% in a month.

Always good to get an RNS in the closed period just to remind everyone that news like this still lands.

Let’s not kid ourselves. $45-$50 is great but $60-$65 is even better.

Well after that last sentence I will certainly back off and post no more for now but perhaps if you are in such a bad place it would be best to take a break and try not to influence others as I suspect there's many on here are going through the same ordeal, especially after recent events.

So why do you pejoratively call me a trader when I do exactly the same thing as you? I don't day trade, I have just four stocks in my portfolio which I aim to hold for the long term but if things change I will divest.

You argued back in February that you didn't care if the share price went lower, you believed in the drug pipeline and were here for a much bigger reward - now suddenly that's all changed and you're trying to second guess the funding / placing and doing exactly what you warned others against - potentially missing a buyout for the sake of 10% here or there.

You do deserve it for your holier than thou 'i'm a serious investor not a trader' rhetoric and yet ramp and flipflop as much as any trader.

No I am saying that if you look at the frequency of your posting after the update and some of your comments and then your negativity now the conclusion one comes to is that you were very likely ramping for nefarious reasons despite being less than convinced by the short term future - saying things like 'you'll be telling your kids I'm the reason you are rich' and talking about 20 bagging is rather ugly when in truth you will have been having doubts.

I'm not sure why you are pulling up my posting history, I may lack your expertise but I'm always honest and consistent. My average here is 45p so if I needed to pull the cord I could get out without too much pain, I've much more than made up for it with avacta.

If nothing else what you have proven Sang is that you're as disingenuous as they come - it appears you were never that impressed with the RCC data and were deeply concerned about a placing all along but ramped the hell out those results on the 23rd March in the hope of reducing at a much higher price. It's hard not to reread your posts on stocktwits from the 23rd onwards and see anything but a grubby trader trying to sucker the less researched in for your own personal gain.

I don’t particularly agree with you that BMN was loved four years ago… the share price didn’t respond at all to FeV’s rise from $25/kg to $60/kg between about Feb 2017 to Feb 2018- what caused a reaction was the move from $60/kg to $120/kg… history repeating itself?

It’s an if but it’s not a big if… it’s actually rather likely.

What you're missing is that David joined a company that was absolutely flush with cash, with no funding requirements whatsoever and at a crucial point in terms of its transition from pandemic emergency responder to leading international diagnostics company. This meant that DA was in the unusual position of not having to worry about the share price, not having to reveal his hand to competitors and with the luxury of burrowing himself away and getting a strategy in place. All this information that shareholders are finding out proves that a lot is going on behind the scenes and they are making moves and positioning themselves to grab a healthy market share of this burgeoning diagnostics sector, it proves the management are more than competent.

There is nothing whatsoever to suggest the CEO is out of his depth, there is everything to suggest he was buying as much time as he felt he needed. He gave the whole 100 days spiel to highlight this and then popped up to basically tell us April is when the market will start being properly informed.

Whilst I've defended the approach up until now obviously there is a limit and that time is fast approaching - let's here what he has to say at the end of the month and cross our fingers that a noticeable change is about to take place.

Price action very positive this morning - long may it continue!

Your figures look right to me actually. I'm so used to seeing vanadium in tonnes that your original 1210kg and then 12.1m tonnes error confused me - sorry!

I think your figures are a gross exaggeration. It's 5.5kg/mWh not kWh... there is no way 12.1m tonnes of vanadium will ever be needed for one Chinese plant alone!

That's not to say that vrfbs won't require a huge amount of extra vanadium globally, 100000MT is not going to cut it... but I think you're getting a bit carried away with your anaylsis!

I just thought it was poor form to go on their bb as the share price was crashing to rub it in and talk of it going lower etc we see it here and it's damn annoying. I don't believe the excuse 'i'm here to save you money' ever justifies it, AIM is risky and unpredictable and no one really knows what's going to happen.

I'm sure you were just frustrated at the time and rightfully so, just better ways to go about it - anyway let's get back to 4D!