Member Info for jdt1990

Sadly Luke the whole thing has been a shambles. Let’s hope that the lessons have been learned, the next step is a level or ten above what we have seen up to now and the decision to get into bed with the govt on testing has been the right one.
I do feel now that this is more than just COViD, it’s about creating a framework to protect against a situation like this ever taking hold for as long and as painful as it has been. I really do hope (and in my heart of hearts believe) AVCT are part of this. It would be great to see the UK really get behind a domestic life sciences industry!

Indeed just seen that pop up on twitter....very interesting and as you say, this could end up bigger than we first anticipated!

Does anyone know if AN swabbing still includes the throat part? I don't think it does
https://www.cdc.gov/coronavirus/2019-ncov/downloads/community/COVID-19-anterior-self-swab-testing-center.pdf
This leaflet for AN testing suggests nasal only and no more than 3/4 of an inch in.

Think thats still nasopharyngeal sadly purpleackey

Well they're certainly busy pumping out tweets daily - be good if they could actually get this funding sorted!
So we know the updated SAMVAL reports were required for the interested parties. As per 22 Dec RNS
"The final draft versions of the SAMRAC CPR and SAMVAL valuation report referred to above, was received on 18 December 2020 and are now under review before the final version of said reports will be delivered"
That was 7 weeks ago......

Ahhh dear another clown with only the share sale as ammo. Give it a rest....bin for you.

lol arch I agree there and think this is now bigger than COViD. This is about building a framework to ensure the UK is ready to deal with another situation like this quickly and efficiently.
Global economies simply can’t take a hit like this again. Prevention is cheaper than the cure as they say!
Realising their reliance on outside suppliers in this pandemic has shown they need to build a very strong domestic life sciences industry which has been neglected for years

Vanadium demand is only going to increase as we come out of this pandemic. VRFB technology growing at pace - energy storage will be huge, especially in the developing world.
It’s also a big part of the steel industry which again will only see growth as economies start to grow post pandemic (or in china’s case now)

There was a global pandemic for 75% of the year - those results are pretty damn impressive given the circumstances.
MMS just take the p*ss with this share.
Fortune continues to build a solid business which I am sure will see it’s fair value in the not too distant future.

There was a global pandemic for 75% of the year - those results are pretty damn impressive given the circumstances.
MMS just take the p*ss with this share.
Fortune continues to build a solid business which I am sure will see it’s fair value in the not too distant future.

Wiggly I wouldn’t say “insiders” remain confident. I would say larger entities have done their due diligence and know what potential this company has outside of the COViD space as well as the COViD products. They therefore see a great risk reward ratio and are holding firm/adding.
A good portion of The herd that arrived in March April will have gone. Invested wanting 5000% in a week and their mentality was simple “no lft - business screwed” which 10 months on was too much for them.
There have been a few that “saw the light” through the various RNS we have had showing how many avenues Avct have open and what the placing potentially unlocked.
It was a longer term investment for many, including myself as Avct wasn’t ever about COViD and this just provided an opportunity to prove up the IP and make an extra few £ but not at the expense of Affimer credibility.
Steady base of shareholders now waiting to see what materialises here which is shown by the fairly range bound SP

Amazing what fortune has achieved in the midst of a global pandemic. This company is going from strength to strength!

Spot on Goldtrig - one of the side effects of a vaccine programme is that it can actually encourage mutations. Those mutations are then not necessarily protected against by the current vaccine and its a bit of a never-ending cycle. Just like the flu.
I also agree with Muck that Moonshot isn't just about Covid anymore, its much much bigger. Which may be partially to blame for some of the delays. There is no way they can be as unprepared for another Covid like virus / pandemic so they need to build a platform that takes what they have learned from this one and build a much stronger framework to be able to react quicker and more effectively in the future.

Flippineck - their concern is actually over the lack of data in over 65's as opposed to fundamentally its effectiveness. And you can see why!
So if the tests have had a suitable testing/validation programme behind them, there should be no issues as they will need them (apart from no doubt a bit of Brexit related pea****ing)
https://www.gov.uk/government/publications/regulatory-approval-of-covid-19-vaccine-astrazeneca/information-for-healthcare-professionals-on-covid-19-vaccine-astrazeneca
"At the time of analysis, 23,745 participants =18 years old had been randomised and received either COVID-19 Vaccine AstraZeneca or control. Out of these, 12,021 received at least one dose of COVID-19 Vaccine AstraZeneca. The median duration of follow-up in the COVID-19 Vaccine AstraZeneca group was 105 days post dose 1, and 62 days post dose 2.

Demographic characteristics were generally similar among participants who received COVID-19 Vaccine AstraZeneca and those who received control. Overall, among the participants who received COVID-19 Vaccine AstraZeneca, 90.3% were aged 18 to 64 years and 9.7% were 65 years of age or older. The majority of recipients were White (75.5%), 10.1% were Black and 3.5% were Asian; 55.8% were female and 44.2% male."

As TMT said JohnZ there are 2 scenarios:
1. GDXJ AUM drops due to investor redemptions. To fund those they will have to liquidate holdings, that will be done proportionately to keep the weightings as is.
2. The value of the holdings fluctuate daily which changes the % weighting of overall AUM. That isn't constantly adjusted to 1.1%. So when GGP dropped to 24p, GDXJ weren't buying, that review only happens at the quarterly rebalance. i.e. Say it was 1.1% at the Dec rebalance, GGP SP halved and GDXJ AUM remained constant. That % weighting would be at 0.55%, they wouldn't be buying back up to 1.1% every time it dropped.

To add to Hydro's point - there is one investor who was very optimistic about what the Scally results showed....he's one to definitely listen to. Sadly these BBs do attract some morons but it comes with the territory, there's some great ones too!

https://www.brrmedia.co.uk/broadcasts/600820c7efe97358c10a1aba/greatland-gold-initial-scallywag-results-new-targets-identified/

Also depends on the overall AUM of the GDXJ so if that has increased it would partially offset....or vice versa would be double whammy

Mystic BigDave hey! I'm liking that JN is getting out of markets that are becoming media hyped and seeing a bit of a wild herd mentality arrive (bitcoin) which just creates volatility. Switching that with a more diversified spread of capital across slightly less mainstream areas (cannabis) and disruptive tech (MODE).
Cannabis market in the USA is huge! I have a friend in Colorado who's Dad underwrites the insurance for cannabis "production facilities" and he works for a state bank who make a killing form the producers, as they cannot bank with JPM etc given its still illegal under federal law.
If they start to make it legal across the globe it's a huge untapped market. (Might also be a good way for the govt to claw back some of the COVID costs!!)

Shaping up nicely. Quite a few solid votes of confidence in the various AVCT platforms from external companies/partners in the last couple of weeks!

I wouldn’t read too much into it benben tbh. I can’t see another placing here given the use of funds was pretty well laid out.
With Affyxell being a standalone entity that Avct are a holder in, it would make sense to allow series A financing rather than Avct having to front that cash. From the little I know about it - series A financing comes from investors who are happy with the track record/progress of a business. So this isn’t your usual AIM call for a few quid at basement prices to keep the lights on. This is well versed VC investors taking a stake in something they see serious potential in.

That's the one. I definitely replied to the thread and its not on my history anymore.....it was just some plank who thought the issue of equity from an employee exercising 3,000 options was a fund raise. You get em all on here eh!

benben - There was some muppet who thought the issue of equity RNS on Friday was a fundraise. I responded to that but the chain seems to have gone. Could it have been that? Or do you mean the in relation to the 2020 fundraise?