Member Info for TrekMadone

The 98401 unknown is a buy. It’s mine. I couldn’t stretch to 100k!

Trek

£1

May be an alternative to all those green boxes!
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Reply from LSE...

Hi Xxxx

It's certainly something I'll run past our director and if he's keen to see it added we'll put it on the to-do list for a future update.

Kind regards
Xxxx

London South East
www.LSE.co.uk

Subject:Tick Filter

Dear LSE,

As some of the bulletin boards are getting very busy would it be possible to introduce a drop down box to filter the posts by number of recommendations. As a suggestion...

# zero ticks = all posts
# 1-5 ticks
# 6-10 ticks
# over 10 ticks

I am sure it’s very doable and would be well received.

Thank you

Trek

Not been so excited over goldmine since AAZ and if you wanna see what’s possible look what happened there from similar sp levels!

I just added more at 12.22 probably not the best price of the day but it’s what you sell for that matters. Atb

Trek

Hants,

It is possible to link the LFD to track and trace, I posted some links the weekend for stanman. The IT is pretty straightforward it’s the ethics & data protection that will be the issue.

Trek

I have placed some buy orders sub 50p. Not sure if they will fill but we’ll see. Can’t believe I missed out on ONC. Did loads of research there and the sp suddenly ran away before I had funds! Can see the same here 80% rise quite possible on dosing news so had a jiggle of the pf!

Trek

Because the market makers don’t have stock. Fact!

I just logged on to ii and can sell 50k shares but cannot even buy 100 without going NT.

Trek

TR1 will only be posted after the shares are placed as they don’t exist before due to various conditions. Then note that the international notification terms are different from UK domiciled. International TR1 notifications are 5% as opposed to 3%

From FCA handbook....DTR 5.1.2 sub para 1

“(1) reaches, exceeds or falls below 3%, 4%, 5%, 6%, 7%, 8%, 9%, 10% and each 1% threshold thereafter up to 100% (or in the case of a non-UK issuer on the basis of thresholds at 5%, 10%, 15%, 20%, 25%, 30%, 50% and 75%) as a result of an acquisition or disposal of shares or financial instruments falling within DTR 5.3.1 R“

https://www.handbook.fca.org.uk/handbook/DTR/5/

ATB

Trek

Hi gkb47,

You imo are a top poster, I regularly click on your handle along with many others and check your posts in case I have missed something.

I never ever used filters in the past until this BB and it was only then after xyz convinced me of the benefits. So perhaps as part of self policing we could just share filters and add to them as we go.

Hopefully, that will incentivise the £10 next week guys to try and balance comment with some research. I don’t want to dampen enthusiasm but it’s becoming impossible even at weekends now to share objective views.

Do you use filters or have any opinions on that suggestion. Perhaps a shared list of filtered posters so they still get the benefits without clouding the BB.

I must say I do struggle with the idea, sounds elitist but only have so much time and this post itself I guess is noise. Just a suggestion. Confused smiley.

My other idea is to suggest to LSE that they have a number of ticks drop down box so

# zero ticks = all posts
# 1-5 ticks
# 6-10 ticks
# over 10 ticks

It’s sort of a more scientific approach. It’s not difficult to do I could write the code but what do you think. Oh I can feel the thought police approaching! ATB

Trek

Team Avacta Posters,

I know it’s a free country so ignore me if you wish but may I politely suggest we try and keep posts to research, comments and on topic.

The reason I politely ask is the server clearly can’t cope with the volume as posts regularly disappear and then reappear. With hundreds of posts a day it becomes meaningless. Apart from RNS announcements I have pretty much given up here during weekdays. We really don’t need to ramp the SP, by all means share opinions especially if you have a link.

Let’s just ‘self police’ and enjoy the ride back up. ATB.

Trek

Hi PL75,

Thank you, that’swhy I did qualify it with ‘say 14 days’ as like you correctly say we have no ideas.

Anyways just found this in The Sun... all good for antigen testing once peeps wake up!

The immunity catch

In the meantime, there is one big catch behind any antibody test - no matter how accurate.

"These tests tell you one thing - that you’ve survived a Covid-19 infection," says Dr Bharat Pankhania, an expert in infectious diseases who has advised on previous SARS and Ebola pandemics.

"What it cannot tell you is how long this is going to remain valid for."

Currently, there is no evidence to suggest the presence of antibodies guarantees full and long-lasting immunity from a future reinfection.

They could be effective for years - equally, they might only work for six months.

It has led the WHO to warn against ideas like ‘immunity passports’, which could allow people different levels of freedom depending on whether they have had the virus.

"Just because you have antibodies doesn’t mean you’re not able to get infected or infect others," adds Dr Pankhania.

"So my advice has always been to exercise infection control measures to a) protect your self and b) protect others.

"If anything, I want to save the businesses money by saying by having these tests, could you actually be creating more cases if that means you then drop your guard?"

Reference The Sun. and before you all start taking the pss I am not a reader, but research is research! Lol!

https://www.thesun.co.uk/news/11787296/coronavirus-antibody-test-immunity-back-to-work-laboratory/

Trek

See my earlier post.

You test before you book and then retest within 14days. Once they get the 2nd generation LFD’s out they imo will be essential and that will happen. Only then will the technology truly enable the world to operate. I’m actually starting to look beyond this first test equipment. You got to else someone else will come along with something better. That is a business fact.

Trek

Hi stanman,

Re your first question, I did see a video of spitting into a straw (can’t find link now) and thought what’s the point of that! Just as well dribble onto the collection membrane and that’s my guess as to how saliva will be collected.

The second question is very interesting. From as far back as 2018 Sona have been working with bond on how to digitalise LFD readouts. This can be via Bluetooth to phone to cloud or by remote collection device. I do think though that that will be second generation stuff. We/they will just deliver a simple binary test but there are massive technological opportunities.

Here’s an example..

# Buy test from Medusa 19. Name, address and email registration. State if for third part e.g elderly relative.
# Comes with serial number and chemical power transmitter that operates when package is opened.
# Pair mobile with device.
# Perform test.
# Results are up-loaded to cloud and results emailed back with unique SN.
# Test is valid for say 14 days, log on to theatre and book your seat.

All pretty sci-fi!

Sona vid 1 min in linking with Bond 2018

https://sonanano.com/showcasing-sona-in-san-diego-part-2/

Qiagen have a device that kind of explains the above..

“Powerful combination of detection technology, design and comprehensive Studio Software. Learn more about our customizable solution for your quantitative lateral flow assay.”

https://www.lateralflowreader.com/?cmpid=PC_NON_lake-constance_0220_SEA_GA_lateral-flow-reader&utm_source=Adwords&utm_medium=cpc&utm_term=lateral%20flow%20technology&gclid=Cj0KCQjw_ez2BRCyARIsAJfg-kt5FbaRwqUE1Y2Gm9Fv9wJzVnrtx5RcyWRzp14gPyjkwftdvW3GToAaAunLEALw_wcB

Even as far back as 2015 smartphone tech was recognised.

“Abstract
Lateral flow immunoassays provide low cost, fast, portable and simple to use devices, with yes/no answers seen by the naked eye, .... These devices are fully automated and equipped with a high resolution camera, a powerful processor with high storage capacity, wireless connectivity, real-time geo-tagging, secure data management, and cloud computing.” Etc

https://onlinelibrary.wiley.com/doi/full/10.1002/elan.201500237?casa_token=yMP-fOKcs5MAAAAA%3A4Iks2fz_EE0y5vg8SMEtB2t61zUGpFyGhzX7BKHB5wlf9CjQ7lBsBMUYfJQOWeHDHqnQvf2-j7NNy6L0Rg

You see we can only begin to imagine the permutations and applications of this new technology and imo what we get ‘next week’ will be a hammer to hit the virus. What potentially will follow could be an inbuilt smartphone test track and trace technology using the phones contacts and cloud based computing.

I do have experience of working with high end tech in telecoms. Trust me the tech is ‘easy’. It’s the ethics and regulatory hoops that are the difficult part but that is even more so evident in AS’s field so he will be well aware.

Avacta limited only by your imagination!

Trek

My opinion is...

Antibody testing is in itself a fiasco per se until someone shows me the science to the contrary.

It’s just PR hitting test numbers.

Trek

Hi moniman,

Interesting that you post the ORPH link. I am an investor there with a very low average hence I seldom post there but I did post recently that I felt they’d missed a trick jumping on the antibody test bandwagon. They should have offered antigen tests or both to clients ....

Anyways one thought that has come to mind is that Open Orhan have some of the best lab services and isolation units for in vivo studies in the world. They are also gearing up for human challenge studies for Covid vaccine and atm and have 20 top Pharma’s looking at them. They have the ‘lab space’ and knowledge.

So a couple of off the wall predictions as I seem to be doing well with them lately....

1. From AVCT RNS use of £35m includes funding for.......

“Obtain first-in-human data for the Affimer® platform.“

I reckon given timescales q4 20 to q1 21 they may outsource some of that work. Open Orphan’s London labs seems an obvious candidate. They are ready to go and will save a fortune on infrastructure and staff time.

2. Once the test is out I reckon we will really see some serious electioneering and Trump will aim for 100% population testing in USA. Yes aim for 100%, he shows he thinks big. I did say a long time back that Trump would jump on testing once he clicked it was a league table that America could come top of! It shows how hard they are trying and deflects the other stuff.

There 2 predictions both with v positive SP drivers. ATB

Trek

No you are just seeing the mysterious sells now mysteriously buying back in at lower prices and panicked PI’s that sold hitting the FOMO buy button.

Anyways better get used to seeing those buys as the MM’s hoppers are full to the brim!

Trek

That’s a couple of papers on Affimer use out now.

Imo AVCT would have needed to have made a massive pick to lock in £48m so soon after just coming to the market. There would be a couple of obvious questions.

1. Does the LFT work? Yes here’s the evidence of using Affimer tech to positively identify the Congo viral pathogen on a membrane. No blockages. The beads work. Obviously we cannot tell you how Cytiva are progressing but it works.

2. What’s this situation with customers. We are in discussion with xyz and we have Medusa B2C covered.

3. What’s the fallback if LFT fails... BAMS, Adeptrix etc and they’d give the revenue guidance, wow!

4 Affimer tech, they’d use the examples from Leeds Uni and any heads up with big Pharma...

That’s only scrapping the surface, not even mentioning what they want the money for but I think you get the gist. It would have to be a massive pitch from where we have come from and against a difficult market to raise risk money let alone for a biotech sector with a reputation for more collapses than success.

Well they not only got the money but also the discount was pretty good. What a story they must have told. I don’t know about you but the deal feels more accretive than dilutive and I think we will see the results of that £48m pitch next week.

I am biased as I added again Friday coz £48m on top of £18m says it works and that was enough of an indicator for me. I did not want to be refreshing an NT screen, dealing at best or sending trades to fill or kill when news hits but I do understand others risk appetites vary. There is gonna be a massive amount of money on the sidelines waiting for news!

Enjoy the ride!

Trek

I refer to my post of 10th May! Arrrgh!

I would be nearly 100% up now!

Can’t believe I did a load of research here, had it as a buy but just didn’t have the funds left. Anyways that’s how it goes, I put my cash in SAVE at 7.5p so at least i’m Ok but what a run here.

Truly well done to those that bought, especially in the 70’s.

I guess at least I know my research works. Did I tell ya about that massive fish that got away!

Enjoy the ride! ATB.

Trek

Goose,

I agree with you. I am holding here against the market trend but fortunately I have taken some profits. In exceptional circumstances I may just hold against a trend but mostly if the market is against a share and I don’t know why I may sell or reduce and look to re-enter or not bother.

Sometimes you can read all the research that’s available and have no idea why the fall. I guess that’s the point. The research that matters is not yet available and the ‘fall’ is off extraordinary highs and then that’s only relative to one’s entry.

Like I have said before I think people are either reducing to a level of risk or entering to a level of risk mindful that things may not be blockbuster potential or it’s jam tomorrow. Let’s face it irrespective of the science the odds for biotech blockbusters is not good.

Anyways I guess like many I have calculated the upside/downside risk according to my av sp and left some chips on the table come what may. But as for all in, now that takes some serious gonads! Atb

Trek

Sometimes the simple answers are starring right at us. AVCT having just tapped the market once have gone back for another £43m and raised £48m for basically production. Now here’s the simple bit....

Do you they would have had a pitch to raise that?
Do you think they will now dump a load of bad news on the market next week?

We’ll on the basis of those two questions I added at the death today. I had to trade out elsewhere and was delighted to get 1.57 exactly for my buy as I was afraid there’d be a rush up at the close based on those two simple questions.

Trek

Chimers,

“what does our market cap need to be to get into the FTSE250”

This is reviewed regularly by Samantha, a friend of mine, she has been running it for years. It’s pretty good. No doubt you will be aware of the quarterly shuffles! This is a predictor.

The last update was Tues, 2nd June. The excel is colour coded to show the potential promotion and demotion candidates.

Avacta are no 426 at (then) £326m. FTSE250 entry is £604m and auto exit is £452m.

There is an algorithm that picks the promotees and exitees in that MCAP range.

http://www.stockchallenge.co.uk/ftse.php

Trek