The latest Investing Matters Podcast episode with London Stock Exchange Group's Chris Mayo has just been released. Listen here.
AJM - depends on quality of large study and amount of orders. Large study similar to small study may be at least what you say on the study and would within days become the sovereign test - possibly meaning a billion plus in profit by end of year on that alone. Within days or weeks there would be news of other manufacturers signing on and further orders. All of this is very likely in my view and sees us closer to 10 than 5 by April end and over 10 by summer on further news
1 is correct but 2 and 3 are just repeated on these boards and seem to be plain wrong to the extent that the govmt will be largely or wholly responsible for most parts of the process directly or indirectly - they have bought the materials and machines en masse and are loaning them out to manufacturers they are contracting with - so would be simply wanting our affimers and possibly the strip they come on to be supplied by Avacta. There are no shortages of these so it is not an ether or situation.
200 ex China is the agreed balance on this Board GMAN. Anything below is classified as a deramp rather than a ramp. OK I exagerrate somewhat BUT
Figures UK 2.4 billion over two years at current projected rate of 100m a month, plus 20% of European/US demand, say 6 billion over 2 years. rest of world 1.6 billion. 10 billion tests 2 quid profit per test = 20 billion. OK pound for pound that only gets us to about 75 quid. But if the one or more of the big therapy targets passes through trials well that could get us close to 200 within 2 years e.g. AVA6K several billion profit a year x multiple of, say, 20.
Funnels have also become popular to divert public funds to the mates of tory MPs
great point Jaylarc - early signs are good on that front.
I totally agree. People keep trotting out these sayings like 'there's enough to go round for everyone.' It will work like that for manufacturing of the finished kits but for government contracts for re-agents its basically going to be winner takes all. Or at most they throw a small bone to a second company - like Surescreen - just to have a back up if something goes wrong.
I think the lay user study can probably be done in due course - it will be available for home use without such study - after all that is how innova is often being used
that's not da revenue I am referring to but da profit
Best test and well presented at a good price = a lot of governments at least will prefer it above other options = massive demand = manufacturers lining up to manuacture = phenomonal sales. Some of the scaling may already be secretly done or at least manufacturers reading to set up on good large study/CV. More would then join up in the following months. By late summer we could be selling several hundred million a month and making the current mcap every month.
well it sounds like a 3a rather than a field trial because its pcr AND left. So that could be Avacta or even maybe Aptamer who are also both Yorkshire based.
looks like at least 700k worth from what I can see on this link.
For someone called Trendz you do have a pretty rear view mirror approach to driving your portfolio.
Yep good tweet. Refers to 100% return in first quarter. That's pretty impressive for someone who modestly describes himself as something like a 4th grade primary school student in investment terms.
Compared to his knowledge and nouse I would describe myself as a preschooler and in that context I am absolutely delighted to have added around a third to my profits in q1. Mainly Avacta on the plus side but also some profit from recent placings I bought into in the likes of EEAS, PHE and MSYS. TILS, 4D, DVRG have been damp squibs this quarter and NAPS and SAE have been ****shows. So far today has been a fantastic start to the second quarter with my pf up nearly 10%. I think anyone heavily overweight Avct is very likely going to have a great Q2. Good skill and luck all.
a few other stocks like Napster, SAE, Tesla and 4D I was was 120k off my 2021 earlier this week. However, today was been such a bumper day that I am yesterday. thankfully now
yanking our chain - isn't this a 300 to 1 consolidation?
Ray you claim you were playing golf yet you do not know what the word around means.
turdle has self flushed himself from the board ready for Deepverge analysis
lots of buying in tomorrow Retireby - that is just a muted way of saying get your golden tickets ; )
hard bounce from a big live cat.
Wyndrum - 275 minus 25 per cent = 206.25 which is less than current sp. So the 40% figure is a considerable exageration.
Anyone who goes out on the basis of low life bait and switch article by MF shouldn't be in in the first place. Moaniman's shares have been hoovered up by myself and others who are more than happy to have them at a large discount to true value.