Member Info for Rollyroll

Royalty license is fine, I just hope its not too underwhelming. Just preparing myself for any outcomes which may cause a negative reaction (it happens as im sure we have all witnessed).

So for a tender of 1.4bn (odx and GAD) we only make 50m and you think the market will like that? I think we would struggle to go past the PT of 310p on that. Then we would need to wait for the next deal and based on AS record, i dont fancy waiting till xmas. Personally thought we would be a lot higher after the CV rns which is why i think, we are at the stage where potential is priced in, and now need the numbers.

Agree, it is based on potential, but we are already 600m+ MC thats not exactly a small unknown company. We have no idea what our margins are going to be, ODX have the same problem, noone knows the numbers. This contract is the first glipse of how much money all these companies will make. Odx is struggling because investors dont know how much profit they will actually make. I dint think we get to 1bn on potential alone, we will need numbers.

I am saying the market sentiment will not be good on a 50m deal, we didn't wait this long just to have a little 50m fee. 100m is a better base to build a higher market cap off, as we know bigger deals will follow. 50m will just lead to a sell off, and we have to then go from a lower starting point. Which then feeds into the chart traders who will call 290 a top. Sentiment, momentum and real numbers is what is needed, 50m is meh, wont be impressed at all.

I just picked 100m as a significant number, whereas 50m is a bit underwhelming. My expections were we get to £5 which would take us to over 1bn market cap. But to get there, we need real revenue numbers. I know the real profit will come from EU, but the gov deal needs to be significant (it should be because this is a big deal). Ive seen too many sell the news moves, never thought of avacta as one, but thats how it has traded lately.

I think it being us is already priced in. To get the rerate we need signed deals with others (which would be june/july). Unless this gov deal brings us over 100m. 10% royalty would do nicely, just hope its not a small flat fee, otherwise I think we could struggle to go above £3

That sounds abot correct bella. But what does this license agreement mean for Avacta. Could we get short changed. The market was expecting 5m tests a month, so around 10m revenue a month. We need atleast 100m from this deal to justify oir market cap (with more coming from EU). If this is a small 50m deal, the SP could get hurt.

No no no. The test needs to go out now. No more waiting. Modifications can be made later. Already lost billions to china. Get the flipping test out as it is

I don't want the Chinese ones, i want the Avacta ones

Is there a database to see the progress or award of CE marks. Trying to look at the EU site but can't work it out. Thinking maybe we can gind Avacta's submission somewhere?

Sneaky, how much costs are you incurring against the £374m contract? What's the profit margin?

Why has DV not been able to sell the water testing to the UK gov. Surely it's a no brainer to be testing local water for outbreaks. Are other companies offering this service?

Wish they would stop global air travel for a year, noone needs to travel. We can live without air travel except essentials.

AS cant even deliver a pizza on time. We are 6 months late, lost 1bn to innova.

Mine too lol

Don't think so. Progress with them is slow, they don't care about this test. They slowed down Avacta progress to line their own pockets and save money. We aint part of any grand reveal until they are forced tobuy from us,by media pressure and us selling to Europe.

Deepverge are on the cusp of having some great products on the market, surprised Avacta don't use them as a case study for their affimers (im sure they will once this lft is out).
Covid testing in water is a no brainer, once again China miles ahead of UK, even tho it us UK tech being used.

This stupid gov refuse to close their borders. Always too late, useless idiots in charge.

India won't buy a British test, they don't care about the people. They are exporting the vax to make money. I can't see them spending money on testing, maybe the rich might order a few. Testing is only good when cases are low, too maintain a low level.

Excellent point about their year starting in June.