Member Info for mowzerrocks

I think the horse has already bolted PL - never mind June opening... how the frickin hell are they going to convince people to lock themselves up again!???

Just watching BBC news and seems that many scientists feel a third wave is inevitable as the Indian otherwise now known as delta variant evades vaccines to a degree. I can’t be the only one that just is just plain sick of this despite large investment here. I guess we now need confirmation that Avacta’s test is good for the delta variant (I think AS said it would be very unlikely it wouldn’t due to where on the spike protein the affimers bind to). I guess big pharma at working on boosters for these new variants.... maybe a new chapter for the book...

Who tweeted it ? Sticky stock?

Shortest RNS ever?

Any further details? I found this:

https://www.warwickshire.gov.uk/news/article/1619/local-rapid-covid-19-testing-to-be-rolled-out-in-leamington - from Dec 2020

Wonder if he means a trial... another handjob special?

Trader of sorts sure - but not day trader - who would have less interest in the longer term direction of the business. Most here are researched and not day traders.

I don't disagree Aspirational that DC is a sour individual and I don't think he comes off as any much improved with his testimony. However, I do disagree that he is fully discredited. I think his testimony is not a suprise at all (it is his side of the story of course - so I'm sure perspective might play a part), and it pretty much sums up my view of what was going on - particularly in the Autumn and finally in January. However, it doesn't mean that the collective government didn't excel in some areas... there were lots of good things that were done. I'm just not convinced MH or BJ had much to do with those things.

I think wet is a good description but I think many didn’t believe a lot of things he said - particularly over PPE and the care home protective ring lies will be hard to ignore. I think ‘wet’ is probably an outcome he can no longer wish for but I think he will be relegated eventually and end up in a place like the equally useless Chris Grayling.

Just Monday.

Do you think that anyone will actually believe him? His manner has been unconvincing since day 1 - I can’t imagine he will suddenly be able to present himself well.

Oh Paul... I just wish he didn't sound like a horse race commentator.... he is very well meaning though.

https://labusinessjournal.com/news/2021/mar/01/innova-turns-acquisitions-bid-boost-production/

50m is global goal not UK - so a bit misleading. They have been buying up businesses with labs to analyse tests.

Chinese corruption and collaboration in the US (im talking mostly food products and counterfeit products ) it does make you wonder who exactly is regulating this company... the UK government really needs to make sure it is spending the money on quality products.

However they could be aware of test developments in the uk and looking to secure their established market. I would just be concerned about transparency and regulation.

Oh and this was in the comments on the FT article with link to article in Daily Mail :

Innova’s chief executive has previously told how Northamptonshire-based Disruptive Nanotechnology Ltd were key in helping them beat more established industry giants to secure the first lucrative deal last Summer.

Daniel Elliott said its founder Kimberley Thonger, 62, who had been running the firm from his £375,000 terraced house in Wellingborough, had helped Innova navigate the tricky government bureaucracy.

The company’s last accounts, published in 2019, show it had no reserves and debts of £2,368 – but it is now set to earn a fortune after being chosen as Innova’s sole UK and EU distributor for the rapid tests it sells commercially.

The firm, which is run by former shoe dealer Mr Thonger and former surveyor Charles Palmer, who joined last summer, now operates under the name Tried&Tested.

Commercial prices for one box of 25 tests costs £324.75, according to the Tried&Tested website, which works out at £12.99 per test. This goes down to £6 per unit if 1,000 boxes are bought at once

The obvious question is where the skilled staff will come from and equipment. Can you really set up a site and staff it and produce quality medical products? It does pose a lot of questions about who exactly Dan Elliott is.

BTW just seen s***ydelight saying Medusa have two other antigen tests ... i thought Medusa had a contract with Avacta than ensured they couldn't sell any other antigen tests. Or has SunnyD been drinking Koolaid?

Super work - thanks! Curious - how did you guys connect when you arrived?? Did you where a big LSE AVACTA BB banner? Or was the desperation just obvious? LOL

When you look at the 8b for 12 months at 100m tests a month you get to a figure of 6.67 which ties up with AS’s mid single digit price point previously mentioned. I would guess that is heavily discounted already given the investment from HMG with equipment etc. I would think a fair market price would be closer to £10 but probably more competition could bring that down over the next year. I previously asked at the end of September presentation about who would be the legal owner of the product given the involvement with cytiva. At that point it was Avacta. I haven’t research the agreement with Mologic but I wonder if they will be paid for the development or if they will be taking a cut of the profits... any thoughts?

Ok my take on the black boxes is that possibly someone redacted this by using a redaction format that would have made it invisible and then it almost looks like someone went over it sloppily and made black boxes using a drawing feature as some boxes cover the last letter of a word and the boxes appear to not cover capital letter and lower case l’s , t’s etc. Very odd unless it is a method that offsets the redaction. I can’t find options in Adobe that indicate a format that would do this. Happy to be proved otherwise...

And there is also a BRH RNS.

It really is a bad strategy to invest in one share and then when it goes down to try to bombard BB with negative bias... diversification and not treating your investments like bad relationships (hanging onto losses in the hope that they change their ways) is a far better plan. The thing with this board is that there isn’t much left to discuss and we are well researched and just waiting... most are probably averaging the 150-160 mark or less. I think efforts to drive price down by posting negative stuff is a huge waste of money & energy.