Member Info for jdt1990

"The test does not require processing in a laboratory and the result can be read on a smartphone."
Perfect for OECD countries where most of the population don't have reliable electricity never mine smartphone.

"The test, which will next undergo a three-month trial on 1,000 people, uses nanobodies taken from the camelid group of animals "
Hardly going to be out there to the masses in a couple of months.

As a holder here for a good few years my investment was based on the therapeutics potential and I am not underwater, so I guess that's why I am a little more relaxed about the outcome of the LFT situation (and actually okay with the delays if they are a necessary evil to protect the Afifmer IP).
However, I do try to look at this from the view of someone who bought in on the Covid draw. Really simply here is why I dont quite understand a number of those views. So here it goes:

In search of a quick return investing in Covid stocks, which were primed for spikes and hypes as the herd rushed into them. How did you not see:
1. Many of these were small businesses not ready for the scale of the task ahead.
2. This revolved around an UNKNOWN virus, goalposts were always going to be moved.
3. Governments were involved. Red tape, bureaucracy, ineptitude, BREXIT! Was always going to be a nightmare.
4. Unique products and tech were being developed. In the biomed space this takes years and multiple iterations. As per point 1, even if you had your piece down to a tee (e.g. Affimers) the reliance on others is a ticket to delays.
5. There was a chance Covid could have disappeared in 3 months so "missed the boat" moaning is pointless as the boat is still here.

Feel for people underwater - but buying in on the Covid play was 100% the riskiest time to invest in AVCT and all that is playing out now is some of that risk which should have been factored in to that investment for all the reasons I mentioned above.

ipadtrader - you regularly post about "relentless" selling and offloading. Its not relentless at all.
Literally all 12 AIM shares in my portfolio are red today, it's just a down day across the board (likely in part to IG stopping CFD trading for a number of small cap stocks). Volume is tiny today and fairly even buy/sell ratio.
Todays trades:
# Trades 1,195
Vol. Sold 740,472
Sold Value £1m
Vol. Bought 899,920
Bought Value £2m

That's such bull Wyndrum:
"The scenario I see is that for overseas travel then you will need to be vaccinated, so if Jonny has got it, it won't make any difference to anybody else because they are all vaccinated."
a) What about the people in the country he is going to that have got a slower vaccine rollout (or even lower uptake) lets say India for exmaple.
b) Can you really stop people flying if they cant/wont have a vaccine? You will have anti vaxxers protesting in Whitehall about breaches of civil right (whether you agree or not with Anti Vavxxers)

Exactly Wyndrum - it's not about little Johnny having Covid and statistically being fine.
It's about the fact that little Johnny is about to head off to a country that relies heavily on tourism for income so is desperate to open borders, but may not have a vaccination rolled out at the pace the UK has. They need to stop infectious people coming in to protect a) their locals and b) their industries.
There is a world outside the UK

https://www.ig.com/content/dam/publicsites/igcom/uk/210219_IGM_UK_Affected%20Markets%20-%20Non%20TT.pdf

Ouch - so they are Sangi - forced to close out in the dip

It's probably also worth noting that the re-trace could be because IG are calling on clients with a position in approx 900 small caps to cover their margin by 3pm this Friday and to close all spread bet and Cdfs by the end of March. This is having an impact across many small cap shares currently. For those, such as myself, who don't trade shares in this way it presents a buying opportunity to buy more on the dips. Cash is king etc. It is something to be aware of

I just can’t stand the kn*b he’s like a petty school kid who didn’t get picked for the team so tries to discredit the people who did.
If he was constructive in his criticism and offered a view as to how LFTs could be used better I would t mind. As I do think there is an education element required. But with him it’s just a broad write off of LFTs

Don’t normally like to see dilution of 12% (plus another 6% in warrants) BUT you don’t raise that kind of money at a premium without it being earmarked for something. Interesting times. Let’s see what JN has in store for it!
Warrants at 0.125 too could provide additional funds down the line.
Got to speculate to accumulate in this business.

Timster - it’s pretty crazy how these people think LFTs are a way to test more people with crap tests that generate more false positives and extend lockdowns.
Shows the uphill struggle the govt have to get people on side with after a calamity of errors along the way.
They’ve succeeded in getting people to think the vaccine is the silver bullet and testing is some supplementary thing to extend lockdowns until everyone is vaccinated as that’s it, job done, COViD over.
Madness.

Yes - it’s a listed company so if they choose to they can redistribute profits in the form of dividends.
Need profits first and even then, they are likely to fund future R&D going fwd

Mowzer - I also get the impression AVcT are a bit peed off with the govt and PD. You do have to hope some of the “boffins there” haven’t been holding up ingenuity for the sake of sticking with older tech.
The fact we have got Bruker on board for BAMS and gone to Europe for the LFT seems like a bit of a warning shot from AS - “we’re not messing around here....you need us but we can go elsewhere to sell these tests!”

For me robotics, we have seen some info that made its way into the public domain which was pretty quickly removed (ODX/AVCT LinkedIn, today’s vox interview removal was odd) so there is clearly sensitivity on this topic.
I just can’t see how that Huffpost would be able to be posted, then added to by DHSC and left up unchanged over the weekend as we hit a fairly pivotal point in testing rollout.
To me there has to be a good element of truth in there for the only clarification to be made around saliva / AN validation

Buys pretty much equalled sells today - 12% drop seems overdone.
Either way, SGS is the potential near term inflection point.
What a lot fail to realise with VELA is that it is essentially a VC firm. It takes time for the capital/profits to compound. Taking some profits from KAN creates funds for the next investment without having to go to the market for a placing. As investors we should be glad that is the mode they are operating.
We’re now left with a free ride in KAN don’t forget

I added a third option to that question which was “someone who had a PCR test up to 96 hours ago” given you have no idea what people are doing in that 96hours post test.
Blocked me too - guess you don’t question PCR with old Deeks!

I absolutely agree - Deeks could well be QD18 the PCR loving t*t who is hell bent on belittling LFT's

22-Feb-21 16:36:56 199.99 50,250 Buy* 193.00 196.00 100.49k O
22-Feb-21 16:36:52 199.00 20,000 Buy* 193.00 196.00 39.80k O

Couple of decent size late buys having to pay over Ask at £2

You only have to look at P49 in the doc. That is a hell of a lot of tests required just to cover schools / key workers.
https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/963491/COVID-19_Response_-_Spring_2021.pdf
Then there's the private market to go after airports / concerts / clubs etc etc

That is bizarre. Definitely listened to that before, 4 companies on there one of which was AVCT at about 15 mins. No longer there.

https://www.thelondoneconomic.com/news/world-news/germans-are-refusing-the-oxford-astrazeneca-coronavirus-vaccine/22/02/