Member Info for SussexEngineer

More news is being published of the partnership between Abcam and Alamar. If successful it should advance life science, offer early detection to cancers and other diseases and increase life expectancy for all of us. Clearly on the back of this there will be massive opportunities to sell more biochemical materials. It is good to see Abcam using their expertise and solutions with other R & D expert partners:

https://www.businessweekly.co.uk/news/biomedtech/abcam-and-alamar-probe-human-proteome

So surprised today to see the SP drop, so much, especially as the market is up.

JP Morgan increased their price target to 1800p, first thing this morning and now I see that ABC are entering into a partnership with Alamar Biosciences, for blood testing of cancer and other diseases. This I see as a significant growth opportunity. Why no RNS for this is perhaps unusual.

https://www.streetinsider.com/Corporate+News/Abcam+plc+%28ABCM%29+Partners+with+Alamar+for+Further+Understanding+of+Human+Proteome/19412812.html

Anglo American have finally moved Chris Fraser from that lead role on Woodsmith. Having been a small investor in Sirius I watched in horror how this individual not only survived but benefited from the poor way he managed the process. The problems continued after the Anglo American take over.

It is good to see that AAL have assessed his role, failings and brought in an individual who has delivered and excelled in another part of the business. Great move by Anglo!

Pete, if you got 29.7p that means you got 1% more than I did within the HL ISA. My income works out at 29.4p.

What was proving to be a concern over tax, turned into the speed of our platforms and now I see how varied amounts received.

I received what appears to be the full amount within the HL ISA. When I multiplied my shares by 39.4 cents and put that into an online conversion tool I was about 0.7% short. Hope that helps you Jeff.

The BBC have reported that the new variant has been discovered in Belgium. If it has got to those 3 places, outside of Africa we can expect that other cases are also present elsewhere.

Apparently it will take some Pharmaceutical companies 2 weeks to assess the ability of their vaccines to combat the new strain.

The variant has also been discovered in Hong Kong and Israel, though I believe these are single cases.

Good to see Unilever being only slightly down, when the FTSE 100 is presently 3.3% down.

Within a Covid variant cloud there is a silver lining and today that is Abcam. A number of my shares are down and some seriously down. The benefits and downside of hedging with a diverse portfolio. I don't reap the rewards when sectors rise but I also don't get the hammering when sectors fall.

There is no news and no indicators as to why Abcam is up and all I can think of is the ongoing need to carry out research through the ongoing crisis. At the core of this are the materials supplied by Abcam.

The FTSE 100 is down 3% and the AIM is down 1.63%. RBW is not immune from market sentiment.

This, over the years, has been one of my best share purchases. I bought in about 5 years ago and was sold on the backstory of its history and clear need. The company and founding fathers identified a niche and fulfilled a business need.

So many companies, and in particular senior managers, forget that a company is made up of individuals and it is their skills and experience that makes an enterprise successful. During Covid this company prioritised employees and the long term strategy, at the expense of dividends. This is proving to be the right strategy. The stability of the workforce and the recent acquisition of BioVision gives Abcam a strong platform to build on.

An investor should look at the share price over the 5 year period and they will see the regular price fluctuation cycles but the one clear thing has been a trend of continuous growth. It is companies like this, the R & D endeavours that it supplies, which makes the world a better place, rewarding to me both ethically and financially.

Fulmar,

Your assessment is correct. In both the case of a generator and motor, the stator (stationary outside section) has electricity flowing to create a magnetic field. there is indeed copper here that allows the electricity to flow. So yes an exciter based generator and an induced motor has more copper within it than that of a corresponding permanent magnet unit. With copper rising to over USD10,500 per tonne there will be balancing act by operators and manufacturers to optimise the most cost efficient method. The auto manufacturers do not want to held to ransom and will be concerned about the supply chain, if they all move solely to the REE technology, hence why a number are using/planning to use induced motors. They will pay a price in range, efficiency, weight, battery storage... Should the US, EU and RoW create a sizable REE industry then auto manufactures may switch over to the permanent magnet based propulsion motor.

Phantom is also correct and the easiest and most efficient route is the REE pathway.

first line should be "generators AND motors"

Fulmar,

The alternative for generators are motors is to have an exciter or manufacture an induction motor to replace the permanent magnet. The rotation of the coil through a magnetic field generates power or provides rotation respectively. Installing a permanent magnetic means that you do not need to tap off power and thereby reduce efficiency hence why normally an induction motor is less efficient, uses more energy and reduces range on a vehicle. Don't get me wrong there are some manufacturers of induction motors that are getting their efficiencies closer to the permanent magnetic equivalents but they tend to be much more expensive. So there are alternatives but they come at a cost.

ATYM (Atalaya) is my copper play.

The key part of the RNS for me is the £2.25m investment from TechMet Limited, indirectly linked to the US government. This appears to have been strategically assessed by the US government agency and deemed viable.

Yes they lose 50% of the asset of GreenRoc but they receive cash from the IPO. Market Cap should be neutral.

It says "On the attacks in Bujumbura on September 20. Support to the Government and people of Burundi."

This is to to with a terrorist attack in Bujumbura, with 5 killed at a bus stop/station, through the use of grenades.

See: https://www.reuters.com/world/africa/burundi-grenade-blasts-kill-five-health-worker-says-2021-09-21/

JKG,

I am only allowed one good point a year. That's it for 2021.

JKG,

Suppressing the SP allows the share buy back scheme to be far more effective . They take more shares out of circulation for the same money.

Seak1, hope you are correct. Your decision on Abcam the other day was correct and I agree with your logic here.

Operating costs have risen but these will either be restrained or they will need to be past onto the consumer. Good to see sales being robust.

Great share purchasing price.