Member Info for Retireby40

NU there are sellers and the encouraging thing is they’re above mid price. Looking strong.

Onwards and upwards from here.

Good to see, more cash for launch and if the website is anything to go by cash is being well spent

I think the site is superb. Clean, contemporary with a lovely colour palette and great iconography. Really, really impressed. A good start!

I think we need to temper expectations. Johnson et al have mentioned new LFTs and assuming they are good they’ll launch with an app. Our test will clearly be superior but these things aren’t approved over night as it’s a medical device so I’d be very pleased if we got this commercialised in Q3.

I’m most excited about wastewater where we have a footprint and I imagine will get many new clients and labskin. Skintrustclub looks great but it may take a while to rake off so let’s generate money from our break and butter and be realistic.

As I mentioned earlier we had £2m in orders RNS’d 30 March last year and I reckon on 30 March this year we’Lo be circa £7.5m. Exciting times.

When were we told skintrustclub would launch this month? I thought it was Q1

A great video and reinforces why we’re invested.

On 30 March last year we RNS’d that we had £2m in orders (I assume mostly from visibility on framework agreements) and with more agreements since and MWG’s £3.6m confirmed orders I’d expect come March 30th this year we could have visibility of £7.5m or more in agreements. If we’re working with 18 of the top 20 cosmetic cos and all are paying £250k pa that’s £4.5m. Anyway, as crap as the share price is form is only temporary and class permanent.

Sure we’ll close out the Q strongly!

TheSaint5 posted -
Interesting video on YouTube -

"Historically, brands have made advertising decisions around content by reach, demographics and content genres. What if you could make these decisions by the emotions driven within individual scenes in content?"

htTps://www.youtube.com/watch?v=nDQPehgZ0Gg

Exactly and being inline was also stated in the raise RNS so we won’t get a trading update as not deemed necessary. Next RNS will be another tier 1 sign up I reckon!

http://www.linkedin.com/posts/paul-hill-a5994116_avct-activity-6770238463146041345-uLQO
Paul Hill - Founding Partner PMH Capital

#AVCT

The pandemic has transformed many companies. Not least oncology, biotherapeutics, Covid testing & diagnostics firm Avacta by shining a spotlight on its 2 breakthrough platforms – Affimer & pre|CISION.

Indeed there’s certainly no shortage in demand. Rather if anything, #AVCT has so many opportunities it’s difficult for even professional investors like myself to keep up.

Fortunately today, the board released a comprehensive update detailing progress wrt its key initiatives. Including rapid lateral flow (LF) antigen testing, tumour activated prodrugs, Affimer engineered therapeutics & numerous 3rd party licensing agreements. Each of which if fully commercialised, could propel the stock considerably higher.

Exactly by how much is anyone’s guess. Albeit we’re talking multi $bn end markets here. All possibly justifying valuations many times greater than the current £450m mrkcap (incl £48m of cash 31st Dec’20).

Investors may not have to wait too long either.

Since #AVCT's LF covid test (initial clinical data looks excellent) is set to be launched shortly - alongside results from its AVA6000 Pro-doxorubicin Phase 1 trials by yearend. There’s likely to be tons more important newsflow too in between.

IMO, fabulous technology with huge TAMs & enormous potential.

Sounds good to me. In reality a 10 min test, the best performing LFT yet, on track to start selling end of March and no doubt a smaller margin but higher volumes to gov at likely £5 and consumer I’d guess £10-£15 depending on how many are bought (multipacks maybe!) so with £48m in cash and generating cash from early April this is exciting as hell and many partnerships developing as well as in-house programmes. Fully funded to grow into a beast.

My b’day today so mid week boozing and at lunch time do from memory revenue figures -

2017 £250,000
2018 £500,000
2019 £1m
2020 £4.4m (£1m H1, £3.4m H2)
2021 £10m forecast with £3.6m orders already for mainly equipment and not reagents

* nd the fact the handed the work to INtegumen, now DVRG.

Waternumpty, it’s lying not lieing.

You’re saying the RNSs related to reagents are lies (not lys ;) and if so you’re clutching at straws. Perhaps MWG did indeed have issues fulfilling the orders which explains the back orders and the fact they’d handed the work to INtegumen, not DVRG.

Chill Winston!

Most things getting smashed. All about the fundamentals.

Frustrating but hey do.

It is a casino due to less regulation I agree but supply and demand still the main driving force. The share price is shocking and I believe due to credibility issues. My dad, bro and friends are all massively underwater but like me they’re not selling. I’m lucky to be above my average but agree with others the fall has been long and painful especially when so many other of my investments have done so well and I was gonna buy more.

As I said the fundamentals are as good as ever but perhaps the market is listening to that clown TW et al. Unbelievable we’ve RNS’d orders close to last year’s revenue but I guess the market wants to know whether said orders are generating decent cash (profit).

Let’s see what the next few RNSs bring.

Manipulation is a ludicrous statement. Most PLCs are red today and I imagine those selling here have seen the slide over many days and are looking at better value or rather nearer term upside elsewhere. I couldn’t bring myself to sell at these levels but many can. It’s not manipulation it’s supply and demand. Momentum and sentiment turned when the sale happened and GB’s explanation was okay and helpful but it was too late.

The fundamentals are as strong as ever and we are due many RNSs before end of this Q. I agree that GB shouldn’t have pumped the BT 6 months ago and shouldn’t have suggested testing be completed by YE. That said any bad news would have to be RNS’d and data is key so I’m sure we’ll hear come end of this Q. In the meantime let’s not forget we did £2.4m in Q4 and we have £3.6m in MWG orders already this year.

Agreed that most on BBs have an agenda (they want the share price to increase of decrease) but I’d hope it’s obvious people are posting opinions. Anyone who needs someone to write IMO or DYOR deserves to lose money.

I sound arsey there but it seems a redundant point.

Definitely agree Lunsam in particular writes well researched posts but that’s IMVHO and DYOR ;)

Justin is simply awful.

Courtesy of Katsy on advfn -

The Lancet is finally publishing the facts about the PCR test:

https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(21)00425-6/fulltext

Fragments of RNA can linger for weeks after infectious virus has been cleared, often in people without symptoms or known exposures.

However, for public health measures, another approach is needed. Testing to help slow the spread of SARS-CoV-2 asks not whether someone has RNA in their nose from earlier infection, but whether they are infectious today. It is a net loss to the health, social, and economic wellbeing of communities if post-infectious individuals test positive and isolate for 10 days. In our view, current PCR testing is therefore not the appropriate gold standard for evaluating a SARS-CoV-2 public health test.