Member Info for jdt1990

Shame PD fannied around with BAMS otherwise they might have had another solution!

Here's an interesting potential market for rapid saliva testing in the future. I hadn't thought of drugs testing is sport but makes sense!
https://www.racingpost.com/news/two-month-jockey-saliva-test-pilot-key-to-eliminating-cocaine-use-says-pja-boss/488211

Have a read of the prezzo Greg22 and answer me this.....what are GAD producing then, fresh air?
https://www.investormeetcompany.com/investor/meeting/full-year-12-month-results-ending-on-31st-dec-2020/presentation
I quote from slide 19:
" GAD is already making product that is being used for verification and validation studies
for CE marking and first commercial batches. "
No physical test - pull the other one numbnuts

Warm those glue guns up SneakySimon! Stick to the manufacturing leave the science to the biotech Co's. #In COlinWetrust
I mean it's not like AVCT own the IP to Affimers which have proved to have numerous applications outside of Covid (licensing deals with Astrea/Point), AVA6000, TMAC, PRECISION.....
Yep - purely a LFT Covid play business - jeez I must sell now as AVCT is such a one trick pony.
GIVE ME STRENGTH! Such a shame the main reason now I want this RNS to land is to shut all the numpties up!

https://www.finddx.org/wp-content/uploads/2021/04/Mologic_Ag-Public-Report_v1-20210423.pdf

Here’s the results - 96.4% sens at Ct<25 so not as good as Affidx, simple. Glad that’s put to bed....AGAIN!

SD was CFO at Northern Star - clearly the financing part of any business is right up his street.
Rosso you make a good point. Whether there is or isn't a placing, GGP is at a pivotal point in its transition but doesn't have the revenue streams (yet) to hold the cards in the negotiations.
You want a big player to help you realise the value of an asset - the price is a stake in the asset as we see with HAV.
You want to avoid having to giving up large %s of your assets and go alone, you need cash, but how quickly can you get it?

Sadly mining isn't a "monetise assets quickly" industry, it's a drawn out process. So, you either wait until HAV is producing, sell some of it for cash or raise cash in the market.
IF a raise does happen, it will ultimately unlock further assets in the portfolio with the longer term value to GGP being higher. It may just fill the interim gap until HAV is producing revenue. I don't really see an issues.

Completely different industry but look at AVCT, they were spiked up to 240p last April, raised their full mkt cap at 120p(that was actually above 1m avg SP) which included some big name II's like Conifer Asset Mgnt. The funds unlocked potential the business could never have done otherwise and back up now at 260p.
It's not an evil when put to good use and unlocks genuine value and the right people come on board. They charge a price for their status (i.e. rarely at a premium to the SP).
It's only when you see the "for working capital" words you get worried.

What would be really nice now is that this starts to move the SP up to a level where warrant exercised become attractive (KAT have dished out enough of the blooming things as part of previous placings). Then that would start to alleviate the placing worries. Snowball effect just needs that pivot point, which I must say I was pretty despondent and still can't stand LC but todays RNS has put a bit of positivity in me.

What would be really nice now is that this starts to move the SP up to a level where warrant exercised become attractive (KAT have dished out enough of the blooming things as part of previous placings). Then that would start to alleviate the placing worries. Snowball effect just needs that pivot point, which I must say I was pretty despondent and still can't stand LC but todays RNS has put a bit of positivity in me.

It's from a BBG terminal - I have seen it with my own eyes having verified it for myself. Do you want a video of it to show there is no fabrication?

Napthman - to help your conundrum.

https://twitter.com/YorkshirPuddin/status/1388104332273389568

I am one of LC's biggest critics and think he is a complete crook and a buffoon. However, that RNS finally does have something of substance in it which is a welcome change from the smoke and mirrors we usually get.
The fundamentals just can't be ignored with Blyvoor and Vs 7m mkt cap it looks cheap, that's the reason I am still in here. I do agree with you to some extent though, this is the final hurdle but its a big one:
"· Peak funding requirement of US$69m."
KAT are in no position of power in any negotiations here. Whoever these potential financiers are know that KAT need them more than they need for KAT. So that RNS is a lot more optimistic, things may be starting to finally happen but I wont be getting excited until I know we aren't giving it away for peanuts to get it off the ground.
Baby steps but frustrating - when you look at the numbers in isolation, it's a great prospect.

Yeah I agree. This N vs S protein debate is Qickdraw all over (or NewFormsReaearch on Twitter). Complete clown.
Next he’ll be telling us Avct is doomed because Sue from accounts got caught doing 35 in a 30 back in 2002.
Just can’t understand these people!

Instead of an essay....some numbers. I think this is an absolute minimum:
5m tests per month * 12 months * £5-£7 revenue per test = £300-420m of sales revenue.

Then whatever value is attributed to:
The value of the IP itself
Astrea
Point
Daewoong
LG Chem
AVA6000 fully funded by cash on balance sheet + future oncology projects funded by LFT revenues.
ELISA
BAMS
the list goes on.....

So the risk this all comes crashing down is the LFT is carp or never gets to market. Think were pretty close to fully removing that risk t this stage. To say there is no upside is utter ******. Yes there's potential downside but it's called risk reward, we're all big boys and girls here. Don't need Simon James "saving us from ourselves" moron.

Scaredy Avct was 100/99 at Ct <26 and 98/99 at ct <31
Hands down beats Mologic. Although can’t argue both infinitely better than Innova purely by being AN.
Just can’t see how after that debacle they could overlook the better performing test.

https://www.finddx.org/wp-content/uploads/2021/04/Mologic_Ag-Public-Report_v1-20210423.pdf

Country Germany
Clinical Sensitivity (95% CI), N 90.6% (85.6, 94), 191§1
Sensitivity days =7, N 93.8% (88.9, 96.6), 161
Sensitivity Ct = 33, N 92.5% (87.8, 95.5), 186
Sensitivity Ct = 25, N 96.4% (92.3, 98.3), 166
Clinical Specificity (95% CI), N 100% (99.2, 100), 4582
Invalid rate (%, n/N) 2.4% (16/665)

Jetskiing in a shumper has to be a disaster waiting to happen. Need to have a word with AS on his risky behavior, I'm worried, those seas in Scarborough are rough.
Did I mention I'm also concerned at the possible worry of worrying too much about my fears. Someone told me there's an Affimer burglar on the loose in Wetherby at the moment - what if they all get stolen?
Don't tell Ndn71 but AS also has a peanut allergy but loves a pad thai every now and then.....just imagine what that would do for the nerves!

Exactly - AS said in the prezzo they are working in parallel on CE mark for at home use and that had to be done by EOY to be of any value. So I would expect that to happen a lot sooner.
In the interim, gov can just give it EUA like they did with Innova. I don’t know if ANY test with a genuine for at home use CE mark?
Also - there was some chatter that this whole “for professional use” wouldn’t have even been required if the tests were not invasive and hard to do....roll up the AN sample.

You’d think the derampers would come up with something more sophisticated to say but nope....just spouting carp as always. Lse can be a cesspit at time.
Market shrank 99%.....? Laughable - another one who thinks COViD is over and the UK is the only place on this planet!
Great news - very promising. Would think the uk govt would want this as part of their new diagnostics task force tool kit for future pandemic planning.

Reckon there's a deeks based # we could all get trending? Really put the boot in

Boom just seen that - LOVE IT!