Member Info for TrekMadone

The co website and others like Morningstar and marketscreener show the major holdings but they are often out of date and often poor insofar as they don’t tell you when the6 were last updated. There is a tool that shows daily movements and holdings (the name slips me) but I Kobe’s at it and it was too expensive for average PI’s.

Regarding blackrock even if they started selling it still may not be bad news. When you look at their holdings RNS’s the often buy and sell the same stocks to get a better average, manage risk or take profits. Miton are probably one of the most active. I remember buying VRS at 13p when they were selling and the SP went up to over a quid when they were out. So obviously nothing to do with prospects....

Re the TR1’s.....

International TR1 notifications are 5% as opposed to 3%

Not saying you don’t know but there is lots in the FCA handbook including holdings info e.g below which is worth keeping as I keep forgetting!

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

“They'll need the test to ascertain whether or not to give the treatment.”

Correct, but don’t forget an Affimer is based on a protein that naturally occurs in the body. It will act as a decoy, so looks more attractive than ACE2, again a technology that is common in many drugs. So we have two steps of the process which are tolerated already. Just need to put them together. AZN anyone?

Trek

Oh and Affimers are stable and massively scalable so unlike antibodies which to produce lots needs lots of Dolly the sheep’s and because they are pretty much temperature agnostic then they can be posted around the world.

Think LabCorp, needs ice packs to post, think Sonata, not proven to be heat stable. Think of both our competitors they are not scalable to the 10’s of millions of tests required every day!

Trek

“We have identified an Affimer that blocks the binding of the spike protein to the ACE2 receptor”

AS just needs a big Pharma deal to test and scale up. So basically this testing could be unnecessary in a few years!

Trek

Yep many of us thought we see 40p this week. There she is! And without news. Nice!

Trek

Give the market time, they haven’t clicked yet that you can ONLY scale up Affimer tech to this mass productive level and post it around the world without temperature management. I bet dolly the sheep is relieved! Lol!

Trek

This opens up a fast track market to consumer while the the big Pharma pontificate. It also provides ‘trendy test and a responsible culture’ in a language they will connect with to a whole new demographic that probably erstwhile wouldn’t bother.

The more you absorb and think the cleverer this becomes...

Trek

Don’t take em long to get the offers out!

Party dress, test strip, condom! All for £25 and next day delivery!

Lol!

Trek

You may recall a post I made a while ago during subscription shares that avacta would piggy back boohoo worldwide infrastructure and logistics.......

There you have it!!

Trek

The thing with early stage vaccines is its unlikely to be tested in over 55’s let alone over 65’s as their immune system too weak. Even if they get a half decent vaccine us old buggers will be relying on everyone else being immune sp we don’t get it. Hence you will need treatment and testing for ages. Probably ‘forever’.

Lombard down significantly. Good time to buy now against the seller that is nearly out.

All imo.

Trek

Tsx playing catch-up or getting well in front again. Up 22% atm

https://www.google.co.uk/search?safe=strict&sxsrf=ALeKk03jbJV4SyZ0D7X6DzU5rz5j-P0w2A:1589899254139&q=TSE:+TXP&stick=H4sIAAAAAAAAAONgecRoyi3w8sc9YSmdSWtOXmNU4-IKzsgvd80rySypFJLgYoOy-KR4uLj0c_UNkrOzsgwLeRaxcoQEu1ophEQEAACSxzQXRQAAAA&sa=X&sqi=2&pjf=1&ved=2ahUKEwje45SilMDpAhWGasAKHfymCb4Qlq4CMAJ6BAgAEB4&biw=1024&bih=643&dpr=2#sbfbu=1&pi=TSE:%20TXP

Trek

OaW,
We share your frustrations. I wrote to my mp end of January listing about a dozen things that we should be doing from showing effective hand washing videos in school assemblies, to providing secured supply lines for hand sanitizers and making them available in public places like drs surgeries, libraries to increasing contactless to £100, to ppe availability. Etc etc...

I said look, China has built a 1000 bed hospital in the equivalent of Hyde park, shut down a city bigger than Manchester including switching off lifts and censoring social media and told the world not to worry and you think it’s all ok!

I even said at the local golf club imagine if this gets on a us aircraft carrier or a cruise ship! You couldn’t make it up what followed.

I cancelled a cruise to two days before leaving that was to celebrate my wife’s retirement and lost over £6k. They thought I was mad.

Then I thought blow this and sold over £100k of Blu chips in our sipp and bought what I thought were stocks that would benefit, coved stocks. Haven’t looked back.

I have just ordered a nearly new merc suv and when I pull up in the golf club next week they can all tell me how lucky I was. May be. But it still has a slightly bitter taste. Reminds me of the ‘in space no one can hear you scream!’ caption...

But hey I also get to do some good, help the kids and do a bit more for our Foodbank, church and some other bits...

Atb

Trek

TR1 from North.

That’s about as bullish as it gets SP rising against ‘forced’ seller! Fill ya boots!

Trek

And the thing with vaccine tests are they select young to middle aged healthy individuals. What happens with over 55’s or over 65’s or over 75’s. Well their immune system weakens and the benefit of the vaccine, unless tested and refined may as yet be inconclusive. So the most vulnerable are the last if at all to benefit. Bring on the treatment.

Trek

VanV 11:51... “TrekMadone (09:39), I hope you're right about people not selling on the rise here because it would deliver real, sustainable momentum! All imo”

I am of the opinion that there is a lot of money sat on the sidelines waiting to come into the likes of AVCT.

Biotechs and health are the bullish sectors. Banking/Financials is out, Energy has fallen from favour, even green energy with the low POO. Mining/natural resources are tied to macro bar gold as an inflationary hedge.

As many will know a £500m MCAP opens up investment for smallcap/fledgling funds especially biotech funds
A £1bn MCAP puts us into the special situations category.

It’s my view that money is waiting to come into AVCT once/if we get the ‘lateral flow test RNS’.

Some institutions will not be able to buy below a MCAP threshold, others more risk averse will be waiting for the results. I mean if it’s other people’s money why buy now when you can pay a say £1 more and then pretty much all the risk is to the upside from there.

We were at the last count 480th on this list but our MCAP has gone up 40% since! Thats not driven by selling that’s buying and the main money is on the sidelines. All imo.

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

Trek

Looks like the algo’s have finished, shorts reduced and not a dicky bird here. CPR out the way and now total investor fatigue...

must say I have been so tempted to take mine out and chuck it into TXP ahead of readings there but I do think this could be the bottom and just 1 RNS could see a 100% rise to 15p and then a run to the 20’s. So while I have a much bigger position in TXP as I see the risk less I see the upside here in the short term as much greater and the downside for both within my personal risk tolerance.

So I’ve convinced myself to stick.

Trek

One trend on AIM is that SP’s often move in advance of news and then news is sold into. I can see this hitting 500m from here quickly but I don’t see it being sold into because the news is not the final news akin to other companies. like finding oil, boom then sell coz investors know its finance time again and you gotta get the stuff to market.

This is royalty based. Do the deal, keep developing the IP, let others do the heavy lifting under license and compete for market share and costs. We just keep taking the cash. Lots and lots of cash!

Then we will hopefully get another boost at year end from oncology. If we’re still here. Personally I hope we are and they pay a divi which could easily be the equivalent of today’s mcap, every year!

Ps, not bothered about nano, it’s a front nasal swab, no operative but needs to be properly packaged with ice and posted off. Too many variables.

All imo...

Trek

Licensing is the enabler: provide IP under licences take royalties allow others to finance capex and do the heavy lifting...

“This offer, together with the potential to license the technology, means we are generating more and more traction for our environmental remediation services. "

Masks/ppe next...

Trek

Directa Plus lands innovation award for graphene-based water decontamination technology
“We now provide a full decontamination service in the very large oil and gas sector," the group's chief executive Giulio Cesareo noted

Directa Plus PLC’s (LON:DCTA) revealed that its graphene-based water treatment technology, Grafysorber, has won a notable industry award.

Grafysorber received a Technology Innovation Award 2020 from global consultants Frost & Sullivan.

Frost & Sullivan, in an accompanying report, described Grafysorber as a “remarkable step toward attaining sustainable and cost-effective environmental remediation.”

READ: Directa Plus secures EU patent for Grafysorber
The product treats water and sludges that are contaminated with hydrocarbons. It is sustainably produced, non-flammable and reusable and, notably, the adsorbed hydrocarbons can be recoverable afterwards.

"Frost & Sullivan research indicates that Directa Plus's Grafysorber is an environmentally friendly solution that addresses issues related to contaminants and organic pollutants and provides a quality answer for onshore and offshore emergency situations,” the consultant said in a statement.

“In addition, Grafysorber's technological features, such as reusability and recyclability of the adsorbed oil, will make it a viable and sustainable solution for mass adoption in the next years."

Directa Plus, meanwhile, pointed out that the technology can be applied in a wide range of industrial processes, from mechanical industry to condensate water produced from air compressors to the treatment water used for storage tank cleaning both onshore and offshore.

Through its subsidiary Setcar SA, the company is presently providing the Grafysorber decontamination service to a number of European based oil and gas companies.

Directa Plus chief executive and founder Giulio Cesareo said: “Following on from the grant of an EU patent for Grafysorber, this award from a worldwide organisation is another welcome endorsement of the significant potential of our G+ technology.

“We now provide a full decontamination service in the very large oil and gas sector through our acquisition last year of a majority interest in Setcar S.A.

“This offer, together with the potential to license the technology, means we are generating more and more traction for our environmental remediation services."

https://www.proactiveinvestors.co.uk/companies/news/919799/directa-plus-lands-innovation-award-for-graphene-based-water-decontamination-technology-919799.html

Trek

The company notes the increase in SP and ‘says’ it has much further to go! Lol!

Trek