The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
The presentation will include updated data from the Phase 1 trial beyond those included in the abstract.
"You arrogant twat"
Lol. Do they have pots & kettles in Liverpool?
Nice. It isn't the immediate value of this deal that gets me excited. It's the fact that MOS is in a position to do such a deal and win contracts in this space. Surely more to follow. And just on of the ways to monetise what they have. From little acorns......
Of course Bella. We all are. I am setting my expectations on the low side. Would be very happy for some upside surprises. Been a long time since that happened though.
Very unlikely to be anything good in the results. Expecting bigger losses due to the LFT disaster. Should however finally get some sales numbers. They ought to be bombarded with questions about how this went so wrong. Let's hope they have the courtesy to come clean. We are owed that much.
Pot & kettle Watching. Your posting history is littered with hold or top up recommendation on Avacta from prices well above £2. Also saw one for ODX above 50p as well. Do you feel bad that your constant ramping may have lost people money here?
Jabber,
Sadly you have no idea how clueless that post makes you sound, do you?
Great run of RNS's over the last few weeks. Everything going to plan. Very aggressive expansion on the cards here.
Back for a quick post. During my last few posts I said that I thought the dreaded 60p level was possible. Interestingly, a gap from April 2020 was closed today. If the shorters had a target, that could well have been it. Anyway, at 60p I have added again here. Downside risk remains but I am in the camp that thinks the Insti presentations & box interview were designed to create this buying opportunity at these levels, as well as giving shorters exit liquidity. Gotta go with my beliefs.
I also left you with a parting gift. Mobile Streams. News flow over there coming in frequently. All good.
Dyor.
They are professional investors Oxygen. They wont be going in blind. The SP has slipped 200p from it's high. Nothing but new and positive info is going to impress them. If Alistair gave us a presentation of old facts tomorrow, failed to properly address why the SP has fallen so hard and had nothing new and positive to say. Would we be impressed?
Apologies for the terrible spelling and layout of that post. don't know what happend.
4 mins. Listen and learn.
"it may come in on a sliding scale with a smaller amount in month 1 rising to a larger amount in month no 6."
Indeed for those that didn't get it. Listen to the podcast again. From 4:00 minuts for the next 30 seconds he states clearly
hat we are at $120,000 revenue per month now. Only a small part of that (in fact the smallest part they will get) is from the new IGS contract.
So there! LOL!
Open your ears and your eyes guys.
It is already a dangerous game Doggy.
I am not sure how treating it more like roulette makes it any safer?
Just listened.
Many Aim CEO's talk like this in these kind of interviews. They are all enthusiastic, they all have many deals lined up, lots of exciting opportunities etc, etc, etc.
A year later, they are still talking the talk having delivered almost nothing from all the excited words of 12 months before.
MOS and ME are different. He talks the talk, sure. But he does it in a far more understated way than others. So much calmer than others. He doesn't need to over egg the pudding, talk in excited tones or add any "blag" to his story.
This shows me he has huge confidence in what is happening at MOS. He has delivered exceptional revenue growth over a short period and he knows the path he wants MOS on. It is an aggressive path. Those who see present monthly revenue numbers and simply multiply by 12 to get annual figures are locking themselves out of one of the most compelling exponential growth prospects I have seen in a long time.
As Mark himself says. Stop kicking the tyres. get in the car now - or miss this incredible journey.
"timelines are multiple DAYS rather than WEEKS"
Marik
I get that you really, really want to believe this.
Avacta spent the best part of 2 years and as yet, an unknown amount of money of trying to make a commercial success out of their covid LFT. Note, I said a "commercial success" - keep that in mind.
Abingdon Health (with their experts as you like to call them) spent over 12 months attempting TT in a effort to make manufacturing Avacta's LFT a commercial success.
Now, none of us know wether true "commercial success", has been achieved. We know it hasn't for ABDX so far. It only takes a bit of common sense to consider that for Avacta (since they have never told us of any sales) that so far the LFT has been a further drain on resources and certainly not the cash cow that we had all hoped.
My question Marik to you is:
Do you really want Avacta who (with a common sense view) have lost money on the LFT (despite claiming it to be world class) to throw more money at trying to fix it now - at this stage of the pandemic - where they are at the mercy of further mutations?
Further, do you really want ABDX to be the one's helping us turn this around? Even with all their "experts", given the time it took them to perfect a now redundant test?
Let's say they manage it - in who knows what timeframe. They still then have to sell it, in enough quantity and at enough margin to make the overall result profitable.
Just my view, nut at this stage of the game, I would prefer them to quit while they are behind rather than throwing more good money after bad.
It is time to use what they have learned to start work on other diagnostic products. One's where proving to be the best in an un-corrupt market will be far more commercially successful.
Strange,
Particularly as I have been NT to buy every time I try to get a quote for 5,000,000+ shares for most of the drop from 0.51p.
Likely that people are not selling and they are dropping the price to spook.
If people wanted to sell I wouldn't keep getting NT to buy.
Oh the games people play.
"crimes my buisiness turns over more than that"
Ah Reece. And there we have it. The blue eyed monster rears its ugly head.
"is there a potential play by MOS here for the LTHs to keep the SP at or below 0.5p for as long as possible, to reduce dilution from the 0.5p warrants"
The same thought crossed my mind yesterday.
City,
Agree.
Just fascinated to see how it plays out. I don't think anyone doubts that it was the 0.2p warrants that took us down before, but then again, they were collecting instatnt 100%+ profits.
r0ck
If your wife told you to sell at £2.90 when the price was £2.90 then maybe let her take charge of investing in the future.
If she is only telling you this now, you have my sympathies!