Member Info for Muck165

His account is still there in LinkedIn.

I contacted him through it last week, to see if LSAI has an Investing Strategy. He simply replied saying he couldn’t tell me anything without telling all other shareholders, which is fair enough, and at least he replied!

But I really hope he and Burton have been doing something over the last two years to justify their fees.

Agree Christo - the business has reverted back to foundations and into a new environment where there the world has seen the value of LFT, there are a multitude of new developers that need someone to make their tests for them, and a public that now has them in its consciousness. Add to that National Health care efficiencies that could result from increase LFT testing capacity and the growth prospects here become obvious.

Come to think of it, there might be a tax benefit linked to planning objectives for Hand.

Unless they're exempt, I think gifts into discretionary trusts constitute Chargeable Lifetime Transfers, which means that any amount over any reliefs available will normally be subject to a 20% charge. But if an individual transfers AIM shares, which they have held for 2 years, into a Trust, then no charge is payable.

It may well be, therefore, that transferring the stock across to fund the trust was always in Hands mind, but that he needed to wait beyond 2 years to do it to ensure no lifetime transfer charge applied.

Christo - if this weren't AIM stock then I would tend to agree, but as far as I am aware the value of AIM stock falls outside of your IHT estate if you've held them for 2 years. I can't immediately see any tax benefit, so maybe he just wanted to increase the trust property for the benefit of beneficiaries.....

We’re looking for a Principal Scientist - Associate Director.

Posted today - https://www.reed.co.uk/jobs/principal-scientist-associate-director-in-vitro-display/49895404?source=searchResults&filter=%2Fjobs%2Fmolecular-biology-jobs-in-surrey

I can’t find any other link DJP, and so can’t add any weight to what is really just speculation, albeit nicely conceived!

Yep, nice and solid. They’ve done exactly what they said they would do.

No mention of Taiwan so surely we van put that to bed, otherwise the pipeline is strong and good to see Salignostics is a CDMO client.

An interesting thought…

Recent links with the Boohoo gang too -

https://what3words.com/news/general/boohoo-group-now-delivers-to-what3words-addresses

Based on nothing more than Yates frequently likes their LinkedIn posts, and referenced them back in a blog in January, it wouldn’t surprise me if ABDX has some kind of relationship with Senzo health -

https://www.senzo.com/

Another start up, but behind it are some clever people and certainly it’s CEO must think there’s value given what he left to go there -

https://www.senzo.com/newsroom/ceo-annoucement-ce6fa

PCR type accuracy in a LFT sounds good to me.

Again, might all be bunkum, but so far I’ve hit both Vatic and Salignostics simply by monitoring Yates activity so will this be 3 from 3!

If history repeats, I’m expecting to see a trading update within the next month.

Can't imagine UTI or healthy bowel tests hitting the mainstream press, but a novel saliva pregnancy test does, because people are interested in it. If, and it is a fair size if, Salistick gets regulatory approval across the UK and Ireland then it really is something I can see hitting shop floors and being widely taken up. Not only will that expose the ABDX brand, but hopefully position Salignostics as the leading saliva based LFT developer in peoples mindsets, with us making tests for them.

Or is that just wishful....?

Interesting post from Yates yesterday, suggesting we’re supporting manufacture as well as distribution of Salistick

https://www.linkedin.com/feed/update/urn:li:activity:7034222897179021312/

“Delighted to be working with our great partners Salignostics Ltd and supporting the manufacture and the distribution of the Salistick saliva pregnancy test in the U.K. and Ireland”

Its just guesswork isn't it!

That said, I do think Wilkinson is the driving force behind everything here, particularly given his incentives. None of the CP seem to be tech investors per se, despite their nous and experience, and so I suspect SW went to them with a proposition which they couldn't ignore. Reality Mine just seems to me the most plausible company to be involved in that proposition and its just interesting that our SP movement corresponded with the launch of a new RM service, branded with a similar logo, albeit that the movement didn't really correspond with huge volume, just more than we're used to!

Whatever, the CP didn't invest without reason.

Probably nothing, but in trying to understand the recent SP movement, I noticed the start of the rise coincided with the launch of “Data Marketplace” on 6/2, a new offering from Reality Mine (Simon Wilkinson Chair/investor).

The logo given to this new service bears remarkable similarity to the LSAI logo

I wonder if there is a link….?

Nope..

Well doesn't feel like a P&D given we're all bewildered and the bluebirds quiet....!

1nvest - do you think the parcel release has anything to do with the diamond concession negotiations?

SS tend to agree. Boiling it all down, it seems Vast and the Govt have been negotiating behind the scenes about the Chiadzwa concession, no doubt with the parcel being a govt bargaining chip, and that following agreement they allowed release of the parcel by not opposing the motion for default judgment.

Its not a presumption. As far as I am aware, default judgments are only given when matters are unopposed, and we also have this confirmation from the interims

"Default Application has been set down for default judgement on the unopposed Motion Court Roll to be heard on 1 February."

Agreed SS. But the application for default judgment must have related to prior litigation of some description, but as far as I can see the only prior litigation was about our right to mine, and not specifically about our right to the parcel.