Member Info for oxygen

A very welcome interjection from GJB. Investment needs to be based on factual detail not guesswork. MWG need no help from this BB to succeed, they will achieve that by being best in class during a time when their technology has never been so important. GLA

Imagine the recent Placing holders are getting rather anxious to see this dip below 900p today.
Personally still feel this is over valued given the length of time resumption of normality will likely take.....be lucky even in 2021 if repeated waves of this virus persist.

No problem matey.GL

‘an inevitable buyout ‘ !! Thats some assumption before the MRE has even been produced....suggest stick with facts rather than plainly ramp away.

Think the only delay we’ll be getting is if the Affimer reagents get lost in transit/ customs ( I’m still waiting on Engineering parts from the US already 2 weeks overdue , and thats with Tracking ! ) GLA

Warren....you have my sympathy but I believe most of us find investing is a case of two steps forward...3 back ! GL.

Dave, agree a standard BI policy won’t operate against a Pandemic it would only be those with a Contagious Disease extn or possibly Denial of Access if caused by LA closure depending on wdg. One issue I see is Insurers claiming that even if a CD extn could be argued to apply the claimant wouldn’t have had any trade anyway . Guess thats a bit like arguing your Flooded but we aint paying for your lost profit as the whole town was flooded so you wouldn’t have had any income anyway ! Thankfully not my problem to resolve , and hopefully not yours ! GL.

Banjo....lets just keep our feet on the ground for a bit.....£500bn ! , Yes, this Company is in a great place with unique technology, but don’t ignore other competitors out there as regards C-19 test kits. In that respect expect some pricing pressure albeit in the long run thats a side issue. GL.

Knowing your Government they’ll probably be available soon only on Prescription !

I just wonder what the NHS criteria is on testing. Are you allowed to be tested numerous times or just once and thats your lot. Quite rightly these tests are not cheap but the NHS will have a huge bill if a significant percentage of the population seek multiply tests each time they report not feeling well . Just curious.

Seems to me ARCM didn’t realise Premier were in the high risk oil business until too late, then hurriedly went out and bought a small short ! Hopefully cool heads can now prevail and TD can re negotiate the acquisition terms which will allow for a lower rights issue. If not, walk away, which will still incur quite a bit, but the Mkt would like it , plus cost ARCM a little. No doubt BP/ Dana will have seen that little acquisition by Exxon Mobil, the other day ....cost $7m , but pre-oil collapse reportedly worth $500m . Maybe a Rights Issue wouldn’t be needed after all !! ARCM need to Man Up .

Dave...the All England Tennis Club ( Wimbledon ) did specifically request Pandemic Cover following the previous SARS outbreak and are reportedly in line for a £100m plus cancellation pay out. In other words Insurer’s should have been well aware that such global pandemics can occasionally occur. If C-19 was the first ever pandemic to occur one would have sympathy but there have been several examples even since the Spanish Flu ! . Unless specifically excluded I see them having a little problem, and I think they know it !

I know those trying to trade this are anxious for news but given we are at the cutting edge of medical research and not dealing with say, pre pack sand/cement, then positive news may take a little longer than preferred, but the likelihood is, it will come. GLA

By excluding ordinary Shareholders via a Placing and not allowing participation via a Rights Issue clearly Hiscox think’s as much about its owners as it does its customers ! They really are out to destroy their Brand image.

We certainly do, but as Lock down fatigue has now set in and restrictions are having to be relaxed then Testing remains an essential. With Global C19 deaths now over 250,000, there remains a huge Market to be filled. BVC will certainly be one of the beneficaries.

This is the poorly regulated AIM market for you. Retail shareholders count for little unless needed for an equity raise. Enter only with eyes wide open !

Nice to see news today that Antibody Tests for C-19 have now been launched. This should maintain SP momentum.

For me any positive here centres around who the next Chairperson, may be. Sir Montague hasn’t really produced ( albeit probably better than his tenure at Friends Provident when he rejected that bid of 150p for the Company , only to then accept a 79p offer a year later ! ) and as Tulloch was his choice, then its all been a bit too easy at the top. This needs someone with strong drive and vision of how AV. can be the driver of real change in this fairly staid industry. The future here could still be rewarding, for those with patience.

Spy...I was going from the last set of Financials which shows £6m available....if thats been updated fine, I’ll stand corrected. Also didn’t say they’re sitting on a £2.5m loss, that was the loss generated in the previous 6mth period. If this works out well for you fine, I’ll just keep the rest of my reservations to myself, seeing you seem rather prickly ! GLA.

Gold...its always best to deal with factual detail rather than assumptions. I’ll watch from the sidelines as still interested to see how this plays out. GL