The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
one way would be for the seller to have the shares placed through the broker with instis and hnwi's. Same thing done a while back with phe. It would stop the downward price pressure and allow news to start being properly valued
try not to take anything GKB says seriously as most of it is rubbish. He used to deramp regularly on the avacta board
I bought into Zephyr which made a recent cash generating acquisition that is effectively funding the rest of the business. Maybe that's what is needed/planned here
SJ to pronounce on a company you know so little of makes you are an ignorant fool. You take no account of the numerous licensing and partnership deals that are providing ongoing income. You simply assume there is nothing coming in
sorry about the crappy non deleted last 3 lines.
If they manage to sell so many mediocre tests the question becomes what brings them to the table with Avacta? Yes they can sell a better test but there is a disadvantage to that. Namely. not as many are needed to exert same downward pressure on r meaning they might end up selling less. Its the white good analogy - if you make them really reliable you end up making less profit so you build in/tolerate obsolescence. On the other hand they don't have a market monopoly and in the mid term - say 6-12 months - they will have to compete more with others as supply starts to meet or even exceed demand. They can fend off competition (including from Avacta) and even take share by using affimers. Furthermore, as its a premium product they will be able to charge more and this in combination with the reagent being cheaper to make and having more stable batch quality will enable them to maintain or grow margin whilst still paying a health per test licence fee to Avacta. For Avacta the obvious benefit would be scale. Normally Avacta would want to clear say at least 2 quid a test in gross margin but when dealing with a company that produces 18 billion tests a year it could go as low as 50p and still utterly transform its economic fortunes and those of shareholders.
get the same effect It is potentially Templar. its a cost benefit analysis. Our reagent is cheaper and faster to make so we could make of profit on it without cutting into their margins. Then on top of that they could up p
Avacta have an investor meet presentation that they have organised so I am thinking they have done that because they have already made some progress and think that by the mid June date they will have a good deal to say.
Indeed, I think this is more about the worst fears of holders based on bitter experience of how this govmt can work (or not). It is just worst fears though which seem unlikely to play out
MrA I sincerely hope 4 is not happening - that would be an epic scandal. PL on 5 yes they are doing plenty of soft focus bull**** in papers but if this is substantial investment they must be expecting to get a return. I think 2 and 3 are the most likely in this scenario. The other option is that they produce in Wales for export. However, I think at most this would be a back-up plan - there are much cheaper places where they could manufacture than Wales so to me it smells like they actually may have already struck a deal for option 2 or be expecting option 3.
There are 3 scenarios in which such a product could be relevant
1. govmt ceases to be virtual monopoly provider of tests (ie. no longer distributes for free) - this seems unlikely
2.innova do a deal to produce affidx - distinctly possible
3. govmt use the innova test as a secondary to affidx in a self use kit (if positive on affidx, check not false positive by using an innova)
you must feel like a ghoul Ray, knowing that you just come on boards to suck out the lifeblood of folk.
Bored. But unconcerned. For the UK its a no brainer when you open up that you will really want a great test to keep the infectious out of schools, large events, workplaces, planes and so on. AffiDx is that test. For other countries with less vaccinations completed it provides an even greater lifeline to lessen the degree of lockdown. I think the delays have slightly lessened by confidence about the degree of scale it will achieve but only slightly and I am actually relatively confident that Avct knows how to make deals - they have done a string of them in the last 6 months.
Beyond that I am looking forward to keeping most of my holding long term. I see TMAC and preCision as each being like a Russian Doll - if you can open the first successfully success in the others is likely to follow. Then their is the whole antibody market to crack - could be a decade long process of making inroads into more and more areas and really going big on that.
Except a buyer would find it easy to shift from 29 to 30
tidal power has lots of potential but this talk of intermittency is largely a red herring. In last year you will find the reduction in costs of solar and wind are enough of themselves to pay for energy storage
rocquet he mentioned it implicitly - where do you think he was implying the revenue as big as mcap this year was gonna mainly come from?
whichever one happens first you'll want to break free, you've got to break free, God knows. God knows you'll want to break free
Once the shareholding situation resolves and if Uskmouth gets planning what's it worth then? More than 30p?
Maaatttt Daaaamon has called him out on twitter - basically he has made a number of predictions on Avacta, wrong more often than right.
this is surely almost certainly a scam - the tests are very good at not giving false positives
I would love to see the world go beyond burning plastic waste by only using recyclable plastic and plant based plastic. But I am presuming that is realistically not going to be possible for a number of years. I don't see how they can in all good conscience bury it in the ground or send it abroad without a proper solution abroad. Am I missing something or is that what the Uskmouth situation ought to boil down to IF the legitimate clean air agenda is to be pursued in a balanced rather than unbalanced way?