Member Info for Sagetrade

Indeed they are, thanks chaps.

Ignoring MB, the question remains? Any chance Mologic are using affimers or is very wishful thinking....?

Looooooooolz, why spend your evening on the board of a share you’re not invested in MB?!

https://avacta.com/avacta-and-mologic-enter-research-and-product-development-collaboration-agreement/

I know this is old news and been discussed before, but given Mologic would be the other obvious sovereign LFT, is there any chance their device is using affimers.....?

I hear ya Craig. And agreed, feels like we've been here before many times, but surely now on the cusp of knowing one way or the other.....I just don't see how we're not involved given the scale of sovereign LFT's needed....they need all capacity....

*glass half empty ffs!

Slinkey - I think unfair to call me a doom and gloom merchant frankly...... I've had some grumbles and can often be glass half full, especially on the lack of tangible news flow we've had, but certainly never been on the deramp etc. As I say, unfair if you fully read my posting history IMO.

*now swamping....

*were definitely

*specifies an unnamed..

before the spelling police get me!

J4ms, to address your points:

- I agree we're overdue and it's been frustrating. But look at the negative press down swamping the Innova test. Clear AS wanted to get this bang on and not damage our reputation long term, especially given the IP involved. Hard to disagree with his logic there IMO.

- I think there was definitely issues with setting up the saliva test for mass production, however in retrospect I honestly think the pivot to AN was due to directive from UK gov. Again, hard to disagree with this given it now appears we have a scalable device.

- Share sale definitely frustrating and worrying at the time, more so given subsequent lack of news. However, all to be forgiven if he delivers in coming months.

- BAMS I agree is a weird one given how long it's been in validation. However, Gov.uk website specifics an unnamed mass spec machine has indeed been validated. Given I'm only aware of two, strong chance it is ours. I also think it's becoming increasingly obvious that NDA's are indeed at play here. I have been repeatedly sceptical about this, but recent news would appear to suggest I was wrong. BAMS delay could very well be part of this.

All the best.

Can you not read Slinkey? Ironic given you're earlier statements.

J4ams - as someone who has often been called a de-ramper, shorter etc on here, I think you'd have to be blind or wilfully ignorant to not understand that something significant is going on here in the background. Given what we've heard over the last week or so and what we know about Avacta, it's hard to not envisage us being a part of it....

Time will obviously tell.

Simple fact is, if the UK gov are spending the billions quoted on LFT's over the next two quarters, and are insistent on a sovereign supply, then we HAVE to be involved.

Only 3/4 UK co's producing LFT's and to get to the 2m a day figure quoted then all will have to be involved.

It poses more questions than answers as usual..

I think a decent possibility that “LFD x” is our saliva test. Doesn’t help with figuring out where the AN version is though!

Guess we will find out soon enough.

Thanks Richob, although I'm not sure he has? I presume you, and many others here, are of the strong opinion that TT has indeed been complete, and the reason Al has not updated shareholders (as he REPEATEDLY said he would do at this stage), is because of some sort of non-disclosure agreement in place with UK Gov?

Not a deramp etc, genuinely interested as to the consensus view on this point given what the CEO has previously said.

Spot on Wyndrum, we're either on the cusp of massive and transformational news or have made very little progress over the last few months.

All things being equal, I would lean towards the former, but the one thing that bugs me is Al's repeated statements that he would update the market in full with a clear timeline to market once tech transfer has been complete. He has said this multiple times, and given he hasn't done so as of yet, I have a lingering doubt.

You must be posting from a parody account Bailey? Absolute gold.

Totally agree with the insinuation that it is the IP / platforms that are most relevant to long term value build here.

Proving the effectiveness and reliability of affimers is far more valuable long term then an extra few hundred million quids worth of revenues from a sub standard test.

As I say though, I’d be frankly delighted with £3-5 / share at end of Q1!

Hi Rap, no deliberate misinterpretation meant so apologies if that was the case.

FYI, there’s quite a lot of middle ground between liquidation and the LFT getting to market, clearly I wasn’t suggesting worst case is liquidation.

My view is that £3-5 would actually be a fantastic position in 3 months time. I don’t think we are ever going to see a Mcap of £3.5bn + on covid revenues alone.

Apologies again if the post was misunderstood.

That’s fair enough, I did read it but perhaps didn’t make the link. Clearly getting a test to market is not worst case scenario as you say.

FWIW, I think £3-5 is very likely within the next three months, but again, it’s not where we will be in a worse case scenario............

Enjoy your Sunday’s.