Member Info for SneakySimon

Article states UKGOV has 30m antibody LFT tests ready to be rolled out and linked to the app - surely this has to be ABC-19?

Also? 30m would suggest the long wait for home use may come from MHRA?

https://www.thesun.co.uk/news/14458730/covid-survivors-immunity-freedom-pass/amp/

I expected us to drop and AVCT to rise today based on the Mologic stats so actually, today not so bad but its like when we were stuck around the 50-60's. One day we will get above 100p and stay there.

I have started to shrink my holding a little - I believe in the company but I am not sure if Colin will allow the SP to really move.

We have had several golden opp's to really big up ODX (and thus the SP) but at each turn, the news is downplayed. This makes PI's nervy and then any negative news really hurts. I do wonder also if this hurts any potential ii investment / FINNCAAP valuation.

I am giving it a bit longer but feel like am missing out some good opps elsewhere while holding here (since April / May last year)

it is?

"and the move higher starts..."

So JV - what SP do you place on AVCT?

My concern is that they have had an open goal for almost a year yet never been able to deliver.

BAMS...........well, that didn't go so well but another open goal which has not been converted and instead kicked into the long grass.

The MCAP is up at a lofty 700m - where do you see AVCT getting to? Looks to me like a lot of the LFT has been priced in already so any delays or not so great S&S will hit the SP hard?

Either a lot of RNS's about to drop if you believe the 'rumours' or they are just balancing up trades - no-one is buying lots of individual shares!

watch out for AS selling up for a new property with the SP being so high ;-)

Goldtrig

"Exactly, the Mologic test has been CE marked twice and the Government still has not declared it as the sovereign test because the Avacta test is better!"

You don't know that - remember, last summer AS talked about the AVCT test being TT'ed to BBI? Now, over 9 months later we are still waiting for a test from AVCT which can be manufactured and they are needing Mologic to help them CE mark it so it can come out sooner......

Lots of red flags suggesting history may be repeated again.........

BAMS was the bee's knees - now is being kicked into the long grass

I have heard rumours that Porton Down is testing against the various mutations, hence the extra time.

Whether they will announce both tests (AVCT and Mologic) at the same time - the Mologic test being approved first would potentially hit the AVCT SP?

I want the director of a multi-million pound company to update everyone, not a small few on Twitter / LSE via “BigJock36”.

Its pretty amateur looking for the company that the CEO is answering questions via some random guy ??

Mixed at the moment to be honest - been here for months and my frustration is more that the company is looking great, but the comms is out of whack. RNS's that are too negative, official Twitter feed that is the opposite. Plus tired of lots of facts either missing or needing to be shared by Walbrook on emails making it hard to see what is actually happening.

I am sure it will all come good but this share could send you crazy!!

I see how you may see that, but no!

The 1m is the govts - he makes no comment on that.

The remaining 1m capacity refers to the Mologic test - as per the June 2020 MTA RNS, it was always going to be branded as our brand, Visitect though be exactly the same test.

Nothing can be inferred by that email about the government test.

Shelley71 - Quote of the day, brilliant mate.

"I wouldn't demand to be let off a flight to Spain ten minutes into the journey because the captain wasn't giving me a running commentary of where we were".

***I would be questioning the captain if I was told one thing in the airport (twitter) but on the aircraft the message from the captain does not chime the same.

I would also want to understand why the airport (twitter) states we have more than enough fuel, the fuelling team (govt) say we have plenty, yet the captain provides excessively negative caution that we may have substantially less fuel.

I would also want to know why the airport and captain are out of sync, and why each time we get some positive news on our flight, the captain repeatedly says something excessively negative - is he cautious or trying to give us a signal?

Honesty = good
Deramping the company you are CEO of = bad

Feb 16th = why add a poor trading update on an RNS about a gaining a govt agreement?

Mar 15th = why strongly emphasise the 'substantially less' = why not just say 'up to £374m' ?

Every great news recently regarding the govt contract seems to be being delivered with over egged negativity which intrigues me as to why..........

"The delayed trades are part of the equation and answer"

Maybe to a degree, but the fact remains this isn't only MM games / stop loss hit etc - pure and simple, a great piece of news has been delivered poorly (see also the Feb 16th RNS) - we all want to make money with the SP rising. If our own CEO does this on any positive news, then why stay - looks like NCYT may be about to rise again amongst others - I chopped some of my holding after Monday and frankly, wish I had done more now we are back to mid eighties.

I was always a bit dubious about the TT because of the 'Christmas Present', the vagueness of when it started and then the 'beginning of the year' which is a pretty vague timeline

Still something feels odd about the dampners on this share when related to govt contract

Feb RNS confirmed the deal but also dropped in the trading update which was the proverbial wet towel

This time when updated with the figure of the contract, we are told that it ‘could be substantially less’ and ‘no antigen test to make until govt advises’

I credit Colin with intelligence - it was obvious those extra pieces were added to the RNS for a reason

The trigger will be when the govt choose which test(s) and thus, we will know which test to manufacture for the govt.

Until that is known, then we don't know timelines, FINNCAP can't provide an accurate SP target due to different margins on the tests etc etc

Sledgey121 - you have only held since 8th Feb and bought in at 85p

I bought in months ago with an average of 71p (I averaged up in December) - so me selling 50% of my £80k holding is still a decent return (27%) - to get the same, you would need 107p.

There are a lot of opps out there outside of ODX . The business seems well run, the communication is poor and the fact that a poorly worded RNS has caused a 10% drop (20% if you take into account the spike to 109p on Monday) should tell you the market is not impressed. You were not around in 2020 but this is not a one off incident - we have had several instances of poor RNS wording that turns a positive RNS into a SP drop.

selling isn’t bedwetting, selling is seeing better opportunities elsewhere - trust in colin has ebbed afrer Monday’s RNS and thus, I will take my profit and go elsewhere.

Not a difficult concept