RE: Why is this EGM necessary with a few £M in the bank?11 Apr 2021 19:26
“keep” ? It’s a minor point - i mentioned it once and replied on that thread. Why dont you turn threadview on then you wont get so upset by my minor point which I backed up with a reference when questioned.
The positive spin for me is much more likely that AVCT is the hoped for sovereign test. They went to the continent because of difficulties at Porton Down & how they were running things (frozen samples?) so Smith, for once, covered his bases, & used the Spanish opportunity. With the govt telling him “you come up with rigorous CV numbers all the kit ODX and anyone else has which we have influence over will be used to produce your test”
Nothing you do is my business. And I’m not the slightest bit interested. You asked me a question initially. Remember? We are talking in terms of Avacta investment and I am responding on a thread discussing a billion pound LFD contract falling elsewhere.
That doesn’t concern you, nothing concerns you as the market is limitless. Purleese.
You seem to have this opinion that your repeating exactly the same thing. Thread after thread after thread, in the most condescending manner you can muster is somehow interesting.
I understand you have a little following on here, they find your soothing words issued from on high reassuring.
But really you simply say the same thing, thread after thread after thread after thread.
Changing circumstances ? Who cares? Changes nothing in your eyezzzzzzz
Fine. But you *have* to chip in on anything which runs counter to your “wisdom”
Where we 6 months ago?- pubs were open and we were waiting for the Saliva test to save us from any second wave. How did that go.
In my opinion if we don’t get the LFD out soon we’ll miss the boat as the attitude to LFDs may well change throughout the world - Deek’s attitude is gaining some ground in the US press for example.
You carry on posting your groundhog day rhetoric, impressing yourself continually.
I’ll post what I like about my investment, looking for positive engagement with others who might be able to add something to the conversation and provide me with some extra insight
The thread is about missing govt tenders, not your petunias:-/
And you aren’t concerned? Good for you. You don’t need to yawn at others concerns, you can just toodle off, can’t you?
We are in the here and now. Had you heard of surescreen a year ago?
How many other private companies might have a test or technology on the cusp?
You have no idea. You have a finger in the air wrt how demand might play out long term but present it as fact. Presenting “Effectively unlimited demand” as fact without even attempting a justification.
We have been hugely “lucky” up to now that COVID is a **** epidemic and we’ll probably have a third wave otherwise the mass market for the LFD would be history with Innova getting all the gravy
You are dreaming if you think “fair value” excluding the LFD is £1.50 - fantasy land. We collapsed to 90p on vaccine announcement. That is where will be, probably *significantly* lower if the CV fails. Therapies are promising but still speculative and that’s it. You think fair value just increases because we get nearer the phase 1 trial? Seriously
If the CV is successful and the short term - next few weeks I’d see a doubling and a doubling again on a UK Govt contract. With positive (as far as sales) concerned maybe a doubling again - with therapeutics playing out well, who knows. Maybe we’ll be bought out
But you can put all those ramp-ups years down the line if the CV fails - that may not concern you, but it does me.
I didn’t ask if you knew the risks. Many don’t and you present Avacta as a done deal, which it isn’t.
What I asked you is if you have a significant amount in cash to invest if the CV fails & the SP collapses
Of course the short term wont particularly concern you if you have pennies (relatively) in - others may have more and it may cincern them.
We get it. You don’t care about the short term. You can stop mocking those who are. If it’s possible for you to put finger to keyboard without attempting to mock :-/
The positive thing is we have affimers. Exclusively. They may well be the business and make shareholder lots of money long term.
As we are asking questions, what do you believe the short term impact will be on the SP if Windy is right and the LFD is delayed until July?
We know from your numerous statements, you don’t really care about the SP, but try these thought experiments for fun.
We know one of your goto arguments is we can/will sell into the rest of the world if we totally miss out on UK Govt contracts, but has the way the Novacyt share price collapsed after missing out on one domestic contract given you pause for thought?
How much of the current SP reflects the market anticipating we get an LFD out promptly from here and into Govt tenders?
What will be impact on the SP if the CV fails to meet performance expectations?
As you don’t really care about risk, or the spot SP, do you have a substantial amount of your pot in cash so you can “top up” for the long term if the “derampers” concerns prove correct and no LFD is forthcoming and the SP collapses?