Member Info for TrekMadone

Just be careful. Think clearly. The last two spikes over £2 resulted in significant retraces. For sure we are at a lower level now but I would still urge caution in case it’s another P&D.

All said I really hope my next post is fill ya boots! We are due a break.

Atb

Trek

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Trek

N+1 Singer research note..

It’s free to sign up. Released today

https://*********************/companies/uk/electrical-and-electronic-equipment/directa-plus-plc/research/n-1-singer/a-year-of-strategic-progress/cba9f5b9-8df8-419d-a8e6-e69048a01b1b

Trek

I dropped GC an email recently expressing my frustrations. He has replied. It’s pretty much as expected I have just pasted an extract below. There is nothing sensitive or personal...

“We are working really hard to protect and growth the company value.
At the proper time we will share with the investors the results of all our efforts.”

I think a few investors have been, quite rightly, in contact of late complaining about the poor pr and perhaps that will soon be addressed. Either way he is certainty aware.

Trek

Market was very happy with it yesterday as so ften the case here of late.

There are others with this type of tech, SYM, Farm2Farm, PlanarTech, DCTA and others. It’s just a case of cashing the cheque.

I would rather VRS partnered with an establish manufacturer and added this tech to their mix. That of course may yet be the plans. A sterile spray that coats synthetics, plastics and leather, would be something different. Think hire cars. MacDonalds counters, Door handle etc...

Face masks and ppe is obvious but there are many other out of the box opportunities with a widespread immediate application.

It’s ok it’s not a deramp. I have already bought back in as the SP imo got silly cheap. Quite honestly I think flipping face masks are a distraction from what VRS is about but if it makes money that fine as it can then fund other ventures.

Trek

Hi Okehurst,

I think it does matter. I could have bought Sona if I was after a swab test collection method.
I and others have posted before the inaccuracies with PCR results because of unreliable swabs.

We don’t know if it’s just around gums. If so why the difference from saliva. Surely saliva will flow easier. It was sold that the affimers were so specific they’d not be put off by a MacDonalds.

If you have a different view, which I respect, and now I and some others have a different view you now have a divided market amongst holders.

Given the events leading up to this it should have been RNS’d. Hence, I am in the camp of it being speculation. Albeit good debate.

Atb

Trek

If they have changed from saliva to swab that is material and should be RNS’d. You simply don’t sell you shares buy a house and then announce that your business is ‘just another swab test’.

Just don’t see it but then nothing surprises me....

If they announced a change with a material contract they may spin it. However, an announcement on it’s own undermines the tech....

I think I’m still in the rose tinted NDA camp waiting for the sovereign saviour RNS.

Trek

Hi iPhone,

That is correct and indeed we should have a better idea. Although I think the results will be good the majority of the €1000/tests are still ahead of us. There will be down payments for contracts no doubt but I do see Q1 next year as being the real catalyst.

As said it’s nice to be in a stock with a huge barrier to entry that is just growing volumes and sales exponentially. If Moscow & China sign up next year that will be a huge revenue lift.

SP seems to spurt then consolidate, then spurt again. I am very bullish here and overweight and will add again once some other trades play out. I’m just looking forward to some steady eddies so I can chill over Christmas!

Hi igrowmoney,

Thanks for your kind words. I hope this works out well for all. Sorry but I don’t use Twitter or Facebook other than for research. I’m a bit old school!

Good luck with your investments

Trek

dvharrison...

From my earlier post...

https://www.goldstoneresources.com/shareholder_analysis.php

And Emma with just over 1% and Richard Lloyd with 0.59%, from memory George Robinson just under 3%. I expect there are others as well since.

That’s 64% of the company across 8 hands!

Trek

Good spot maverick,

Not sure why dated Oct 2020 and now just released. Unless.....

Trek

Hi igrowmoney,

Imo no need for a placing. The have £4m in cash and a RCF in place plus revs are loaded to H2. If they do place as never say never it will probably be for acquisition.

I terms of timing. There are the odd pull backs to 165 and a few lucky buyers have got 168. If you are not in a hurry I would grab some close to 174 and then have an order sat to buy the rest for a couple of days. From a TA perspective there is support at 155 and resistance at 180. A close above 180 will open up a channel to 200.

Given the finals are out the way the market has realise losses were due to growth and setting things up. That’s now done so theoretically the downside here is minimal. There is a concern that volumes may not come through due to covid. However, given backlogs it’s actually an argument for our tests as they save time and money and govts are keen to push ahead with oncology.

Make sure you watch the vox markets interview and look at the companies FY2020 ppt on website. There you will see the financials explained and the news pipeline.

Imo next year will be transformational for ONC. The EarlyCDT lung results from China and Moscow are due also we will have a view of US and South American sales. January will also see the NHS lighthouse labs data base set up....

I wonder if they will do blood tests in these new 40 clinics....

http://www.pharmatimes.com/news/nhs_launches_40_long_covid_clinics_1356995

Loads going on here and remember costs have been spent to get to this point. Now it’s higher profits and to scale up is just literally a few headcount. Everything else in place.

You are right in saying it’s not going to rocket but imo it will rerate as sales come through. There is also the chance of a takeover which would be closer to £5 than £3 according to vox.

Usual caveats

Trek

“....the Bahamas Defence Force and US Coastguard have been briefed on operating and safety preparations”

They will be watching.....

Long on ops short on finance. Now it’s Ops!

Trek

Yes indeed the old adage is about to play out here, imo big time!.....

‘Go long on ops and short on finance’

Move over finance now is the period of ops!

Trek, long at last!

“he goes on to talk about testing and future viruses then he mentions cancer treatment etc... coincidence that we happen to be delivering on both Covid testing and cancer treatments?”

I think he means cancer diagnostics more so than treatments at the centres. The diagnostics leads to treatments. ONC have been sought by the UK govt to build a database of covid patient responses to predict the level of disease in patients. They already have a library of over 8000 autoantibody responses. The biggest in the world and the covid database will be ready in January. They are working with lighthouse labs.

They also have a diagnostic that can detect lung and liver cancer 4 years in advance. The lung cancer P3 was the biggest of its type in the world. Breast, ovarian and prostrate cancers will be added soon. I posted the response from the CEO on the ONC BB. They are working with 7 major Pharma’s and the NHS.

So no, whilst Avct are likely to provides testing for covid they are imo not likely to be involved in cancer diagnostics and certainly not treatments at this juncture.

Trek

Castillo Copper Ltd - Australia and Zambia focused base metal explorer - Observes visible copper oxide and sulphide mineralisation at shallow depths after viewing samples from the first seven drill-holes at the Big One deposit, within the company's owned Mount Oxide project in Queensland, Australia.

Looking ahead, Castillo will continue to progress the drilling campaign, then move on to the Arya prospect.

Current stock price: 2.96 pence

Year-to-date change: up 29% since August 4

By Dayo Laniyan; dayolaniyan@alliancenews.com

Copyright 2020 Alliance News Limited. All Rights Reserved.

Trek

Uk have ordered 40m doses of Pfizer vaccine.

Buyer collects! Lol!

Trek

Heres the release....

https://investors.modernatx.com/news-releases/news-release-details/modernas-covid-19-vaccine-candidate-meets-its-primary-efficacy

It’s the length of time it covers that is undefined. There are known minor sides.

Trek

Not my area of expertise. Will it go to Freeport first or straight to drill site?

My expertise is more financial and I need to work out how long I got to get more funds together! Lol!

Trek

Yes revenues increased but so did loss by €200k.

We have plenty of cash to see us through. We could do with an update on mask sales and as it is an immediate cash injection. I note the RNS from RMS today about farm2farm selling out of their antiviral masks! Could do with our PR getting their acts together.

An investor day or trading statement would help.

Encouragingly a big buy gone through today, 86k. Not seen one that size in ages. Also lots of 10k or more share sells of late. It’s been difficult to trade even that size in the past so someone is happy to take em on the books.

The battery news imo is going to be huge but I thought that with Graphysorber.

Does feel that we are at a pivotal point. The darkest hour is the hour before dawn and all that....

Trek

Just some macro info from alliance news....

“Meanwhile, Asia-Pacific nations signed the world's biggest free-trade agreement on Sunday at a virtual summit hosted in Hanoi. The accord covers 2.2 billion people and 29% of global economic output.

The world's biggest trade agreement includes 10 ASEAN member states - Vietnam, Thailand, the Philippines, Laos, Cambodia, Myanmar, Malaysia, Singapore, Indonesia and Brunei - along with Australia, China, Japan, New Zealand, and South Korea.”

https://www.ii.co.uk/news/london-market-pre-open-vodafone-backs-outlook-after-resilient-half-al1605513211495851000

Trek