Member Info for marik

https://bidstats.uk/tenders/2021/W13/747765928

The Test & Trace programme requires logistics capabilities to enable the storage and outbound distribution capabilities of Lateral Flow Devices (LFD) to support the Government’s ambition to scale up and increase the volume of testing available across all pharmacies in England from April 2021.

It has some interesting dates. What could it mean?

I'm with you on this PB. The upside heavily outweighs the potential downside. Following a couple of good RNS and a 4x return in the next few weeks could be possible. Very exciting times ahead.

I belive £7 should be hit fairly soon, if there is either government announcement or other major buyers, then this will be at £10 very soon indeed.

Excellent point.

One point not raised by other pi's is the negative impact of standing still. The negotiating position diminishes if the company stops/reduces operations. As such the recent RNS could signify business as usual irrespective of the FSP. As such that also improves/maintains the negotiating position.

GLA

Some really good points Hants. However my view is: £5 mark is reasonable and might well be an underestimate. The chances of CE and CV are very high and on results, its not just the LFT that is validated, it also provides validation for affimers at a commercial level. That hasn't been priced in and as such would take the overall price above £5. Of course sentiment plays a big role, but assuming that we go on pure tech valuation for the company, I'm calculating this close to £6.50 on CE/CV results (sentiment could raise our bring it down).

GLA

These two are not the same thing. I would expect there to be an RNS out shortly for the test results. Unfortunately, some investors have misinterpreted the recent RNS with a date for financial results. As soon as the penny drops, let's see where we go...

GLA

Thanks Muller12 great input.

I've also been dispensing a higher sp prediction at sale. Some of my thinking has come to true, however there are recent changes (Rosgeo JV) that I couldn't have predicted. Without Rosgeo Rowka was thinking £3.50 with Rosgeo it would be even higher.

I'm thinking £5.50

GLA

* The good news is that the expected price is gigantic. If the board pulls this off, then we are heading to huge numbers.

You hit the nail on the head.

I would add that the strategy is to send a message to the buyer(s): that Rosgeo JV has added significant value to Eurasia and now its time to up your offers. If you don't, then we can go it alone.

I'm assuming that the Rosgeo JV has whittled down the buyers to just one. If only one of the buyers is capable of funding such a purchase, then it is inevitable that Eurasia now "concurrently" develop their assets.

To me that is good news and bad news. Bad news, this could take a few weeks longer. The expected price is gigantic.

GLA

Before you folks have a melt down. In my experience of creating corporate websites, the public links don't usually point to a staging site. One valid reason is that they are in a rush to get the job done. You will note that not all of the links are pointing to staging.

Either way, the staging site isn't for public consumption. So yes it is sensitive information.

GLA

I've used plenty of CMS including WP. For the public, the LFT link shouldn't be going to a staging site.

It could still arrive today. The LFT link is ending on a staging site with a password and clearly indicates sensitive information see https://avacta.com/diagnostics/

It seems like positive news very soon.

Then its Avacta?

£2.53 and rapidly spiking before reverting to £3.65

Jiffy, I'm saying it's £1 million - waiting for the most votes.

Following the RNS, the company is strategically placed for a buyout most likely by NN. I'm expecting an another RNS this week regarding the FSP.

GlA

104.6moz of platinum in the ground and people are predicting a 40p per share, which would place the mcap at £1.1bn. This is going warp speed on Monday.

It's heading north to £5. Good luck on Monday.