The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Hi Sleepydave,
There is definitely plenty on here with a rude attitude - no issue with Ophidian calling out such people.
However, if you were on twitter - you’d see that his rude, obnoxious and condescending attitude to posters simply trying to have a polite debate is as clear as day. He repeats the same performance of condescending haughtiness (as you put it) and name calling, before blocking people time after time.
The guys free to do what he likes, and no doubt makes some useful contributions. I just find his rampant hypocrisy and inflated self importance pretty nauseating to be honest - summed up by posts like last nights.
Ophidian, your research is appreciated by many and congrats for having the insight to see this link with Mologic that many couldn’t envisage.
However, What I don’t understand is why you attack, block and slander multiple posters on both here and especially twitter for simply having a different opinion, or questioning some of your arguments or thought processes?
I have seen it many times where you resort to ad hominem personal attacks on people (as you did to me and even resorted to posting multiple tweets casting false and slanderous aspersions around my character) who have legitimate questions or counter arguments and it’s really quite pathetic.
So yes - well done, and as I say your thoughts are always welcome. I just find your behaviour a bit odd on occasion for someone who has tonight come onto this board for the sole reason of calling out people for behaving in a manner that you have done yourself on many occasions....
All the best.
Hi Darkspartan,
Some very valid points, especially with regard to the inconsistency of this government's policy re the response to covid - it is something that worries me also given we would appear to have placed a large number of our eggs in UK gov's basket...
On that note, and to address your question re sampling methods - this is one of the key reasons why I strongly believe we are working closely with gov. IMO it is clear that we switched to AN on their direct guidance... if you look at a number of recent tender and explanatory documents, AN is rated as the preferred sampling method with saliva demoted to #3 (bottom of the pile).
I have no idea whether the saliva test is still being developed (Nov RNS suggested so), however it's clear that AN is now the preferred method and the test that Avacta have taken into clinical evaluation.
Agreed Zz....hold and wait. Switch off. Regardless of LFT, I am as close to certain as I can be that Avacta will become a £1bn+ company.
Started reading Chris Mayer's book "100 baggers" recently. Very limited on technical analysis, but a very good anecdotal read with regard to long term profitable investing. The fundamentals here are so strong, regardless of external noise and ST share price fluctuations.
Great to see the Daewoong JV continue to make progress. This funding is another validation of both that partnership and the affimer platform more generally.
Testing silence frustrating, but it's not hard to see where this is going long term. So many red hot irons in the fire, billion £ + valuation is surely an inevitability now.
On the tests, unless we're being sold the greatest con in AIM history, the silence is becoming truly deafening IMO.....You'd be utterly mad to sell at these levels.
No anger here. I'd suggest irrational is inferring others are posting nonsense when it is indeed yourself doing so.
Your quotes this morning:
" Let’s just say I had to correct you again and leave it at that."
"Some inaccuracies being posted about “prioritising” sampling method."
As per our last spat, it's much easier to just admit you're talking tosh, otherwise you just look like a fool...
Link doesn't paste properly but its from the director's talk interview he did pre Christmas. Verbatim:
"Moving into clinical testing in parallel with the manufacturing scale up.....we know that we have a very good test as far as the lab is concerned, using spiked NASAL swab samples"...........
All the best!
Super-Slinkey: Listen to the below from 5 minutes onwards and try telling me and the rest of the board again with a straight face that AN hasn't been prioritised as a sampling method for the Avacta LFT. Comical.
Your welcome.
https://www.***************************/avacta-group-agreement-with-astrea-bioseparations-the-perfect-deal-interview/412949846
Let's agree to disagree.
Proof will be in the pudding of course. Regardless of how the RNS reads, naïve IMO to think otherwise given what we know about the issues with saliva as a sampling method as well as HMG's CLEAR AND PUBLISHED preference for AN and the fact that was surely the reason they pivoted to it.......but you are of course entitled to your view.
Have a good day.
You really are like a spoilt little child aren't you? Embarrassing carry on.
Are you capable of having an informed debate or just resort to petty ad-hominem every time?
How have you corrected me?! You're talking absolute tosh IMO if you think AN hasn't been prioritised as a sampling method, but crack on.
You seriously don't think they have prioritised AN as a sampling method......? Regardless of the snippet you just posted, I think that's pretty naïve given the huge change in direction and snippets from gov tender and other docs that explicitly state "nasal (anterior nares and/or mid turbinate)" as priority 1 and saliva as priority 3 behind oral pharyngeal. I'm sure the spit test is still in development to some degree, but would seem disingenuous or misleading to suggest AN isn't the priority here IMO....
I'd suggest unlikely given our pivot and prioritisation of AN as a sampling method to be frank.
There are other spit tests out there, granted none that would appear close to the home use suggested in your post...
My guess would be some inaccuracies in the chinese whispers!
Totally agree, not cross ramping here at all and I'm not invested over there but the EBITDA multiple at current MCAP does look crazily under valued. As other says though, perhaps a business based on tech that is about to be overtaken....
One must not criticise Avacta
One must not criticise Avacta
One must not have any debate that isn’t in praise of Avacta.
This is not a discussion board it is a shrine to our one true leader Sir Al.
Praise be.
This would of been a very welcome update 5 months ago. What exactly have they been doing in the meantime?
To be apparently not close to a commercial, revenue generating product now is unforgivable, given where the BOD’s lead us to believe BAMS was in stage of development.
Anyone dressing this up as a good RNS in the context of previous comms and the fact we’ve apparently been in validation for months is IMO completely deluded.
Shambolic in my view.
Investors had been lead to believe BAMS was in validation at multiple sites and delays were due to access to samples within condor (AS said so himself at interims). Now looks like the assay was just being evaluated instead (for how long?!?!)
This to me is a worrying sign and shows a distinct lack of commercial acumen in bringing a product to market that we’ve now had to bring in the big boys to help save the day.
The comms is an absolute disgrace given where we thought BAMS was. Misleading and unclear, just not good enough.