Member Info for Lp160606

I can only assume you know nothing headlines of avct?

They have a multitude of covid propositions. All conceptual yes but they also didn't do a dodgy placement.

As I understand it they are working on Poc, lab based and potential treatment.

Could certainly be overvalued at present but the market doesn't think so.

500p is not achievable in the short term. Back end of summer, perhaps.

The first sales RNS will afford us the ability to construct a forecast of sorts.

We need distribution in South America as a priority. They are currently the epicentre.

FDA I believe will be easily achieved due to our existing relationship with the military out there.

We have a superior offering but we of course do not know of customers currently reviewing the solution, we will soon enough.

Exciting times but a slower burn than I initially thought.

I can understand why we've dropped slightly. Lack of progress (perceived) in varying territories.

Outside of that really good presentation. The competitor analysis was very well done. Very clear which is always the key.

Yeh they did well. Was interesting that their institutions sold into it... Ran the price down to just above placing 3 days prior.

It smelt of insider but tbf for the PI it was very well executed.

@bigbench I did wonder on Indian business culture. So thanks for that note.

Probably why they chose this chap (if gdr chose him as disti) he was snr management at the Indian health service few years back.

It's who you know.. Let's hope

Dare I ask which

Because it appears cowboy as.

Not to put the brakes on.. But this bloke runs an AI/tech company....

It's a tough one to analyse.

They would have strict risk management practises in play.

They may perceive covid as short term, thus banking their profit.

Perhaps they simply view GDR as over valued.

None of us know. Nothing is garunteed here although many posters like to think it is.

Still lots to prove.

5 weeks and counting...

I was really hoping it wouldn't be positioned as a sales pitch, given DB response, i think that's exactly what it is.

Will tune in regardless as perhaps some insight on progress in various territories will be included.

Institutions offloading by the bucket load in the background it seems. Only logical explanation.

The SP is tanking.

That said, excited to see what they will be presenting Friday. Should I hope turn the tide, if not will be in double digits next week.

It's not going anywhere. Hype in this share is dead.

Time to deliver now.

Understated there St. Tropez.

If we breach india and do it well.. 10s of millions of tests will be dispatched.

An emerging economy, loosening lockdown before hitting their peak. Believe Indian gov has turned their back on antibodies and is pcr first.

India is game changing for us.

Would love nothing more than to be slapped in the face with a 5m order and an approval list filling an entire slide.. Wishful thinking.

What I will say is a avacta are fall more progressive with their investor relations, in my opinion. So perhaps they've cottoned on and will look to mimic their approach

O&W spot on.

I have a slight fear, due to the timing, that this will be a 'this is what we plan to do' rather than a sales ledger discussion..

Absolutely dreadful day here. But I expect news this week, simply due to volume of auctions today.. Likely holdings but fingers crossed for sales, my god we need it...

Today is the day to switch off. See you all tomorrow.

The delayed trades would suggest there is a seller, if there isn't we aren't shifting until substantial news.