Member Info for oxygen

Don’t tell me anyone pays for Zak’s advice. If we achieve TT his predictions will be long gone !

couple of weeks ahead of us as Markets adjust to the latest developments on Brexit / Vaccines ( look out for Moderna news ) / US elections / COVID etc, irrespective of what AVCT does or doesn’t communicate, with every chance the SP will be quite some way removed from where it currently is ! Quite a roller coaster to look forward too , let’s hope it’s positive for us !

Agree, testing as an activity gateway will be around for some time. Whether that is placed at the consumer to achieve , say via Medusa, or provided by the Organisation will I guess evolve over time. But the real Market is that generated by Government funding and once this Virus is seen to be largely under control that will in all probability cease quite quickly, not helped by a Test & Trace system / compliance thats not exactly reliable !

Neutronic, agree with you there. The next couple of weeks are going to be very interesting, and hopefully positive for AVCT investors. TT completion news would really support the SP but for those over committed here need to consider this overall Market is not driven by the latest Test news, but that from global pharma who are deploying their resources elsewhere, and they are the ones who move the tide !

Yes, very few positives living in a Police State other than the crime rate tends to be rather low, but ultimately the State will have access to your DNA finger print !

Concerned No , but certainly annoyed by delays outside of his control. We still have time to capitalise on the Testing Market even if we’re not ready until 2021 but thankfully we’re a healthy Bank balance and a Therapeutics Division that holds great promise. However we do need Revenue as thats what the Mkt judges you on...not promises !

Mikey....it’s an opinion feel free to disagree, but occasionally it helps to raise the blinkers so one doesn’t get caught out. GL.

Afama, I did preface my remarks with the words a ‘proven vaccine’. The paper you refer to was written before Pfizer’s announcement which caught the medical and financial markets off balance with their claimed 90% effectiveness. That level was never anticipated and whilst it will likely fall in the real world, it’s still a very high attainment level. If others can get close to that level I believe a degree of normality will return during 2021, together with a lowering Test regime.

It’s an interesting question of the likely impact a proven vaccine will have on future testing. Given a vaccine will initially be rolled out to the most vulnerable in society, one can expect the death rate to drop reasonably quickly, which will support the governments endeavour to return society back to a degree of normality, by relaxing its lockdown measures. You don’t need to try and vaccinate the whole population, as it’s already proven that for many in the younger age categories the fatality rate is very low, and frankly from their current behaviour many feel invincible already !
Reduced controls will in itself breed confidence together with the fact that clinicians have a much better understanding of C-19 , with hospital treatments now far more effective. The UK doesn’t routinely test for common flu which the NHS say causes on average circa 10000 deaths in England & Wales each year, so why should the NHS fund a continuing COVID test program if/when, the mortality rate drops to that seen as a more ‘acceptable’ level. UK citizens aren’t accustomed to paying for Health treatments, so take away free testing and it will likely only be used when it’s a necessity and by those refusing the vaccine. Vaccines being given freely by the NHS will likely drive a high take up rate as the months progress, provided no longer term effects are seen. It’s highly unlikely the world will eradicate this virus but over time a degree of resultant mortality will become part of lives risk.
Anyway AVCT can still do very well here, but I believed it’s a diminishing window of opportunity.

Can certainly see Testing around for another 12 months plus, dependant upon Vaccine efficacy / availability which is where the real money is being spent, acknowledging mass roll-out will be a major logistical issue in many Countries, certainly for the likes of Pfizer & Moderna which both require double dosage. The other 4 in the race are still a little way off but once a Vaccine become widely available, the need for any Test diminishes rapidly. Moderna’s news likely in next 10 days as they have finished their Phase 3 trial.....it could be another Tree Shake , unless AVCT deliver beforehand !

Agree with that , other than should the COVID boat sail past then there is little to support the current SP, given many involved here will be short term traders, and best use of capital can be employed elsewhere. AS will also have a credibility problem . This is becoming a short term binary bet but one I accept.

Mick-b, I’m sure you’ll do OK with BOO, which I have looked at but for various reasons have given it a miss. Moved heavily into Oil, when it’s price went negative, as a contrarian play instead !!

Mick-b....great summary, and totally agree VLX remains undervalued,. We even get a modest uplift in the Divi, so what’s not to like ! One to hang onto.

$50 oil shouldn’t be a problem soon as it’s now in a good place with demand likely to really kick in Q1 ‘21, plus Biden will be wanting to drive price higher to support his green agenda. The outlook for Oil Stocks is finally improving !

At least the current SP is a better reflection of the risk/ reward position for this stock given the COVID test bubble is now deflating. For LTH’s we can at least focus on what’s in the pipeline .

It’s no contest, another stick up the nose......I’d rather spit any day !

Realise that 1IFA, but generally these major trading platforms have fairly tight t&c’s to protect from such outages., otherwise they could be on hook for £m’s. Still nothing ventured as they say.GL

Just be mindful of their disclaimer, before getting your hopes up !
“Hargreaves Lansdown cannot guarantee that your stop loss or limit order will be executed, even if the share price reaches the limit price or stop price you have set. If you are not comfortable with this, you should not use this service.”

Net Debt /EBIBDA target of 1.5x is now getting us somewhere. Not sure who spread the rumour thar Hovis could be worth £100m , but clearly an uneducated guess ! Overall a good set of results, will continue to sit on hands.

days like today do highlight is the vulnerability of many online trading platforms that place the average retail investor at a significant disadvantage, over those with DMA. Given the huge revenues generated by these platforms they really do need to up their game, and increase infrastructure investment.