Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
IMO CPR has to show very much higher value of reserves since - a) CC now more certain across original and extended acreage b) with probably longer laterals and wells per pad c) with 8 overlying reservoirs to add (even at Possible ratings still very significant) d) comparable nearby wells have higher yields than 16-2 test e) much more non-op revenue - doubling is likely f) higher oil & gas prices g) much more gas than anticipated with some of gas at higher Crypto offtake prices. Albeit CPR is not in companies control i expect it after Feb 18th closure of acquisition. Feb 8th webinar probably is to prepare investors for CPR.
DYOR but not long to major rerate
AS also has to be careful he doesn't set himself up as a takeover target too early.
Thanks for the link.. Great news for Affidx
"150 additional drill target locations across nine reservoir targets have been identified to date, with significant additional scope and scale to be unlocked in the next three years upon delineation and exploration success. The Board estimates a potential 1 billion boe of hydrocarbon in place across its acreage position, with recoverable rates of between 5% and 15% based on current assumptions and mitigation of risk factors, and Zephyr will consider joint venture and strategic partnerships for further expedited development of the project.
Zephyr has commissioned the independent reserve consulting firm Sproule to complete a CPR to assess the Company's reserves across both the Cane Creek reservoir and eight high-graded overlying reservoirs. The CPR is expected to be published in coming weeks once Sproule has completed their review."
This is in fact what we are awaiting. Funding announced today is a sensible business approach to a much longer term business and now has many assets and is valued at very little.
Very helpful synopsis
thanks Ophidian
I've confirmed with Capital Access that they have a post AVCT Trading Update roadshow on Feb 1st -3rd. As well as individual meetings, which you can request, they have a virtual group meeting one can join on Feb 2nd at 10:30am.
I can't imagine this would be happening without AVA6000 prelim results to hand to back decision to launch AVA3996. Also note, as others have said, AVA3996 is to compete against Velcade - a $2bln+ mkt - that comes off patent next week.
As I say DYOR but this since this is AVCT control rather than the Gov (LFTs!!!) then I'm inclined to believe the CoS (Chance of Success) is much higher on Therapeutics than the mkt is currently pricing in.
tweet link from RAH
https://twitter.com/TheEthicalTout/status/1483803822287990789?t=Qx_wK5Z6cRw5zggGwo20FQ&s=19
Capital Access are appointed
https://twitter.com/CapAccessGrp/status/1483357603438731264?t=vEaLZXBjjRLI0kUsl2Pq7w&s=19
Last few years there has been an AVCT Trading Update last week in Jan.
To me, therapeutics dots lining up for major inflexion in near term. At current prices failure is priced in but news flow does not show this.
DYOR but current low SP won't be here very long
Charles Brennan, Jefferies analyst changes moves their TP to 800p BUY
Highlights
Year-over-year growth of:
· 39.6% in number of customers
· at least 45% in constant currency ARR
· at least 50% in revenue
· Significant improvement in one-year ARR gross churn and net ARR retention rates
· Raising FY 2022 constant currency ARR and revenue guidance as well as adjusted EBITDA margin based on strong 1H FY 2022 performance and unchanged view of 2H FY 2022 expectations
Plus new AI product, Prevent, launched in Dec which likely as not will be taken up by most clients adding to EBITDA since no further cost of client acquisition for those upgrading.
Very strong start to 2022
I posted a few days ago that there's ample evidence the US is AVCT's target mkt. Here's further proof. The article makes it clear FDA will not approve a test that doesn't accurately detect OMICRON.
https://www.medtechdive.com/news/fda-update-covid-tests-fail-detect-omicron-variant/611617/
There were similar stories in the German press yesterday re EU LFT's.
If AVCT can issue an version LFT in a short timeframe they will prove that not only does their LFT detect Omicron but that it is quickly adaptable. Then FDA orders will be a shoe in and well have a major SP rerate.
DYOR
Why does the AVACTA website have this disclaimer
"Disclaimer: The AffiDX® SARS-CoV-2 rapid antigen test is not currently available for sale in the United States."
My view is to make sure FDA application is not jeopardised. Dots lining up.
https://www.poctrn.org/itap
This is the fast track US programme that undoubtedly Medussa/AVCT have applied to possibly with a USA manufacturing partner
https://www.fdanews.com/articles/206037-avactas-affidx-covid-19-antigen-self-test-receives-ce-mark
New regs in USA from FDA require any global lft to be 98% specific and above 80% sensitive but also to have proven manufacturing and distribution. My guess is first deals will be in USA where profit margins are also higher.
FDA news reporting on AVCT on Jan 5th is very telling.
From companies house
MEDUSA 19 LIMITED
MEDUSA 19 GROUP LIMITED
MEDUSA 19 HEALTHCARE LIMITED
MEDUSA 19 LIFE SCIENCES LTD
Richard Hughes - has 109 other appointments
Kamani family - has very very large list of interests
Totally beyond credibility that they won't have the necessary connections to get B2B deals done.
"Our mission is to make a global effort to bounce back from COVID-19 through accurate, rapid and affordable testing solutions to retain productivity and keep staff safe."
"We're also ISO accredited and cGMP in Control of Manufacture and Distribution of In-Vitro Diagnostic Devices, ..!"
For me key words are GLOBAL, STAFF & ACCREDITED. Implies B2B is their initial focus and not consumer .. which is why M19 web site is not a consumer site.
I'm expecting large B2B deals to be announced shortly. They don't have exclusivity for these but can still do them at the same time as AVCT target their own B2B deals.
New Variant B1.640.2 .. from 12 cases in Nov to 940 yesterday in Southern France with a large number now on ventilators!!!
https://www.thailandmedical.news/news/breaking-updates-on-new-b-1-640-2-variant-spreading-in-southern-france-number-of-cases-growing-and-variant-now-detected-in-united-kingdom-as-well
OMG!
Because $30 is a price to plug in and not provide the gas generators yourself.
https://www.malcysblog.com/2021/12/oil-price-dec-zephyr-rockhopper-and-finally/
This is a spectacularly good result from Zephyr and makes a complete nonsense of the current market cap especially if you take into account the pay-out rate from this well alone and I can’t wait until the Sproule CPR comes along. There is so much behind this at the Paradox that I am sure that if this valuation doesn’t change pretty soon there will be suitors for Zephyr all down the street.
The management has been exemplary in the way it has with speed and confidence fulfilled its early commitments and brought in the Paradox whilst continuing to add production to fund its drilling programme. That this programme has come in so spectacularly and perhaps more importantly, so quickly, is further tribute to the team. Finally that this company has discovered a significant gas profile is an added bonus and might even provide another revenue channel for the company. The upside for Zephyr with the shares up a measly 3.3% is still colossal and I can easily recommend buying from here even if today is seeing some inevitable profit taking, the risk in Zephyr is not being invested.
I note from TP update that crypto power suppliers receive $30/mcf vs $4.5/mcf gas spot price. Crytpo mobile mining units come in containers so very scaleable. I also note Utah state likes it. Writing is on the wall. ZPHR could be even more profitable than we thought.
Also on their twitter page as of yesterday. https://www.linkedin.com/company/avacta
Every reason to think we are close