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Noticeably no mention of Condor / Falcon / Government evaluation on any of the products even though we know we are being evaluated through those schemes. It’s hard not to draw the conclusion that AS isn’t allowed to talk about them so is only referring to the private evaluations. He could have made a passing reference without giving anything away but chose not to. More evidence of an NDA, it;’s in the public domain that we are part of those evaluation programmes but no mention at all in the interview

Just thought I’d re-emphasise this amongst much dross being spouted own this board today.

We have now been told for the first time we have a highly SCALABLE manufacturing process that works and produces highly sensitive tests.

We already know that we will sell every single test we can manufacture. That has not changed one bit. We are objectively and demonstrably nearer to the LFD being available at scale than ever before. And it is looking increasingly likely that the volumes of test manufactured will be very, very large indeed.

Plus BAMS is being tested in ‘multiple locations around the UK’ this week.

Still very convinced that the price will drift back up from here now after games / stops/ over selling this morning then the next substantial news will send it rocketing

Scalable production more or less there.

I was worried about John Bell’s ‘cheeseburger’ comments now addressed. We may yet bring both swab and saliva tests to market for different environments but if the government want swabs, we now know we can supply them. Remember that delayed tender?

Affirmers remain the USP, we are also a British / sovereign supplier

We will still sell every single test we can make and have confirmation that the production is highly scalable. I now see very little risk in achieving at least 10’s of millions of tests sold a month - possibly an awful lot more - and corresponding revenue dwarfing the current market cap.

Lots of positive signs on BAMS / mass spectrometry too over the weekend, confirmation in an RNS that validation is underway at multiple sites across the UK.

We have enough experience now of drops on any RNS that isn’t ‘we’re launching with billions of pounds of orders’ it was obvious the MMs would take this down this morning, people would panic sell / stops would be hit then the SP would recover.

Pleased to say I bought more on those drops and expect to see the SP back towards at least 130 in short order and much, much much higher in the near future.

Brilliant, thank you

Hi, can anyone confirm if IG are still closing only for spreadbets on AVCT or are opening buy positions available again.

Thinking about putting another position on but don’t want to deposit money into IG then not be able to use it and I can’t see any way of telling if a buy is available without depositing. Any help gratefully received.

Meant to say ‘now hit’ in the subject. Fat fingers

We had a big volume day yesterday - 6.5m - with nearly 4m of it coming in the last hour and a half.

We’ve hit that volume already today. Interesting to see what the rest of the afternoon brings

They initiate coverage today, call Savannah a ‘cash machine’. Can’t disagree with that

Interesting parallel with the day before the placing (4th June) by the way.

On 3rd June volume shot up to a much higher than normal level, (particularly late in the day from memory), although on that day the price tanked ahead of the announcement next morning.

Here’s hoping we’ve seen the opposite effect taking place today

Huge volume of shares traded today - 6.5m, one of the bigger trading days of the last six months.

Given that there wasn’t much happening until just before 3pm a huge proportion of that was in the last hour and a half.

Really interested to see what tomorrow morning brings

That Omega news is weeks old isn’t it? It’s referring to the article in The Yorkshire Post from some time ago, pretty sure that was exactly the response from ODX then

Had a little heart stopping moment there when my phone pinged with an AVCT RNS.

Only price monitoring though. Tomorrow morning hopefully

Actually, it isn’t that hard. Buy TILS on AIM and short TLSA in a spreadbet account until the effective prices equialise

That’s the equivalent of a £1.15 SP.

It cannot be the new norm. THEY ARE SELLING EXACTLY THE SAME THING AT A 30% PREMIUM JUST ON A DIFFERENT EXCHANGE

It’s not easy for PIs to take advantage of this arbitrage situation. It is easy for larger scale investors. This cannot continue and the gap must close - probably by meeting somewhere in the middle. In the mean time MMs are laughing at anyone selling.

HI elevation. Sorry was that a response from 4D IR that they expect an end of year update on the Covid test or a more general update (eg interviews)?

Ridiculous how this continues to play out. We have to move up (and US probably move down a bit), I can’t believe this is continuing for as long as it is

I wish Keytruda was a 4D product. It has sales of $4bn (yes billion) a quarter.

4D are trialling a drug that appears to make it more effective and able to be used by patients for longer. Merck who own Keytruda have taken a stake in 4D.

Now let all that sink in for a moment and consider our market cap!!!!!

Just to confirm. US shares are sold in bundles of 2, the TLSA closing price was $2.96

$2.96 = $1.48 per individual share

$1.48 = £1.14 in GBP

That’s a 20/24p differential from where we are now for EXACTLY THE SAME SHARES. This gap has to close, right now you could just keep buying on AIM and selling on Nasdaq and make a killing. If that were to happen the SPs would meet somewhere in the middle. This is a false low.

And that’s before I even get started on how ridiculous the current price is regardless of the nonsense arbitrage gap

I believe MSCI review their indices on a six monthly basis and promote / relegate shares from them depending on their performance. I assume the growth in Avacta’s SP this year is the reason for the inclusion.

Tracker funds broadly speaking have to buy the shares in the index (or at least a highly representative sample of them) so you’d expect some decent buying of AVCT as a result in the coming days

Incidentally I can see some of those on the list for inclusion have issued an RNS saying they have been included. It seems a bit of blatant marketing rather than a ‘proper’ RNS which is why I assume we haven’t done the same but does show the significance