Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
yes exactly. This is the sort of thing that ought in theory to make the difference with the Welsh planning issue. Its like are you going to have non-recyclable plastic used in Wales for next decade or more? If yes then do you think it is morally and ecologically acceptable to dispose of it abroad in a potentially much more damaging way or should you be looking for a minimum damage situation here? If yes then what are the least damaging solutions?
Bought 14,350 pounds worth (or thereabouts) at just under six. More of less doubles up on my number of shares. Casapinos paints a grim possible picture which is possible I think. But I also see other scenarios. The shares could, for example, be sold via a broker to a range of high net worth individuals and institutional investors. It would not be dilutive so there would be no reason for any discount to push down sentiment. IA recent example is PHE where a non-distressed major shareholder sold down and it did not affect sentiment. Of course in this instance the scale of shares on offer might generate some selling after as some of those who bought in at a discount would want to crystallise profits. However, that would likely be a reasonably gradual and very partial selling with many wanting to stay longer and buy in because of the value proposition down at these levels. I also think if it is one individual making an offer they would most likely need to pay a premium to get hold of the remaining share and as rumbled indicates may well be content enough to do so.
PL is right. Basically go back to early last summer and we almost had it licked. What made resurge is above all the government philosophy which was to think that you could effectively open up and at the same time contain it whilst being more concerned to keep friends in jobs and business rather than running a decent track and trace system. We could still be pursuing a zero covid strategy now - combining the dampening effect of vaccination on transmission with a mix of avactas great test and the maintenance of a high level of restrictions. If new more transmissable variants keep coming and some start progressively ever more weakening the effectiveness of vaccines then the fallacy of not going zero covid in strategy is going to hit home even harder and absolutely force a fundamental rethink.
classic - reminded me of my youth
Day 600 hot young woman moves in and cuts hole in your pocket
Day 1200 hot young woman leaves as she discovers there is no more money fall out of said pocket
Day 1201 start the 9 stages of grief
Day 1300 crawl back to ex wife penniless and begging for forgiveness
thanks scaredy
Day 4 research the freakin amazin LFT and get on the interweb to buy some shares.
I think that its pretty obvious that Avct will purchase everything abdx make for them irrespective of whether an HMG contract for Avct is forthcoming. Sir Al has told us many times its a supply problem. Given that the build to 3m capacity PL75 refers to will be a success for Abdx irrespective of how well its other tests like ABC antibody test sell. The comparative value as against ODX is great.
There will come a point when it becomes self evidently fully priced - probably in 6 months to a year when its rocking on the numbers and the shenaingans for govmt payment delays are forgotten. It will probably be time to revaluate it around double the current mcap.
As for Avct well that's a different story. In markets eye probably the base case of 5m production a month for a couple of years is priced in - conservatively 240m profit in 2 years. Every 15m added on top is 720m profit in two years - about the current Mcap. HGM could be an average of 60m or more so 4 Mcaps worth over two years. Major far east producer could put out double that - 8 Mcaps worth. Licence to one big manufacturer could be a couple of Mcaps worth and so on. For me the quality of the test makes it likely that more than one of these eventualities comes to pass within the next couple of months.
So my conclusion is Abdx is closer to a total banker for a short / medium term rise but there is a high probability that avct just on the back of the LFT will also rise and do so in a much more pronounced way.
More general threat than just Avacta but does anyone have any interesting thoughts on investment priorities going forward with reference both to where we are in the cycle and any supercycle trends?
To kick off I was reading AJBellYouInvest shares mag yesterday and noticed that a number of bricks and mortar discretionary retailers have recovered well, conversely a lot of high growth tech stuff that isn't yet profitable has been hit (Zoom, Pinterest etc..), inflation appears to be a concern in the US at least and there seem to be some positive sp trends in oil and gas and mining.
Yeah 54 for mine PL :) Beats the 100 or so I paid on the previous tranche : (
I stupidly only bought about 15k worth after it crashed. I mean how often do you get a virtual shoe in for a decent bounce in a short period?
Yes that is the solution Wiggly - provided that the behavioural scientists say it can be communicated in a way that passes the Matt Le Tissier stoopidity threshold test.
toli, you weren't right. And I checked out your other posts which are also mostly just thin on information and analysis making their upward price projections little more than mindless ramps. I would be intrigued if someone has an actual relevant analysis as to why and when the sp might move up
I think TSales is getting adverts for the politically incorrectly titled Dumb and Dumber movie.
what does coming into sight mean here? You read it in Sir Al's tealeaves or you have been shortsightedly overly negative in the past but are now going to be more balanced?
Its about the functionality of a back up - ideally it should tell you whether or not the positive on the first test was indeed a positive or was actually a negative so decisions about isolation can be made. Only a test with very great sens and spec can perform that function properly
If you are just using those backs ups to confirm positives are positives then fine. But if the back ups suggest you are negative when the Affidx says you were positive then you would need to be treated as a potential positive still and only released once a super sensitive test says you are negative. Given that I don't see a materially enough useful function for the back-ups to warrant them being employed - especially as with the public they carry the danger of being treated as a green light where they return a negative.
what I mean is if you release those 27-30 folk because even though Affidx says positive one or more of these less snesitive tests says negative then you risk actually releasing infectious folk
If you had a positive Affidx and then a second test Innova said you were actually negative could you trust it? Absolutely not. And for surescreen and Mologic? Still couldn't really trust it. Basically by following up with less sensitive tests you ruin the whole point of a very sensitive one which is to pick up even the positives for folk with lowish viral loads that could still be infectious e.g. you 27-30 CT range folk.
I don't like the strategy of determining whether a positive is positive or not with a less sensitive test. Go to PCR or BAMS if you want release and try and limit their turnaround times. Most people can withstand a wait. Where timing is critical e.g LFT positive on morning of flight - then find a bespoke solution to get ultra fast turnaround - maybe even PCR labs on the edge of airport sites or some sort of accurate mobile PCR or BAMS