They've let Klaus get the TT out of his safe!
Sorry to be adding more speculation on this thread. Not entirely sure where I’m going. But..
It’s worth a look at Walker Morris below. They seem to really ‘mother’ this company, almost talk of involvement from its inception. Link below to healthcare section.
‘ We advised on the original spin-out of Avacta Group plc from the University of Leeds’
‘ We continue to advise on the day-to-day business arrangements involved in the ongoing provision of diagnostic services and global distribution of diagnostic equipment.’
It’s crafted wording and feels like they’re all over them, unlike many bigger firms who are more generalist on case studies.
This content would have been run past the client. They do have interesting experience and case studies, particularly also the NHS Digital client, whoever that may be.
The case study juxtaposition seems to flow in a chronological thought line.
https://www.walkermorris.co.uk/services/Healthcare/#Supporting-you-as-a-trusted-adviser
Let’s go with ‘ducks lining up’ BenBen. Tee hee. Sounds more like a brief that’s been given by someone to be less passive and more assured. It’s perhaps also more in line with his last big press piece, which was quite presidential.
I much prefer your analysis BenBen, if that’s the case. Always better than a contentious view point.
Still puzzling that there are 2 quite big pieces they agreed to edit out, ‘Saliva & international partners’ As you say, probably making too much of it.
BenbenBen at 19.34
They were posted up earlier this eve. I forget the poster. Great job. I’ll look it up
I’ve a feeling the change in wording could be down to pre-emotive legal advice. They may have encountered Cytiva playing hard ball at the final stretch, particularly as they would have their mits on the TT which arguably is the golden ticket. Note they also took down the bit about international partners. Cytiva may claim ownership of ‘spit process’ as part IP and their vile US lawyers holding fast for an improved shareholder deal, rather than passing it over with the glory and more of the money. It may not be as extreme, might just be guidance from the Leeds lawyers. It’s just telling that they made more than one amend on the website. Why would they amend both otherwise?
If this is the case, it will be in final knockings for drafting the RNS and avoiding the unnecessary dispute thereafter.
There may also be desire in the announcement to play down partners now and parade it as all Brit.
It’s so blatant it defies belief. There should be tighter regs around that kind of PR/release/timing. Not just because of obvious financial gain in that stock but one can’t help wonder how much unfair advantage can be gained with plays on the rest of the markets.
The statement had all the effect it was set out to achieve but had no requirement to provide due supporting evidence.
Will be even more turbulent for the markets if it’s kicked our at the next step.
The IPO should fly. V positive to be floating with what’s going on.
Think we were better off with the LSE board being down!!
Agree- Total common sense and very little has changed from our side other than we’re closer and still here. All the evidence is continually in front of us.
A lot of us have our balls on this and as with many things, no matter how sure you are, it’s still scary at times. I am glad to have my balls on this and still feel it will prove to be one of the best decisions I’ve ever made. Glad to have The Masters to take my mind off it for 4 days though!
End of an era. Will be hugely missed.
From time to time I’ve been wondering if I’ve died and I’m now going through an out of body experience. Life has become surreal. During the earlier part of this pandemic, there was a feeling of social community. We had Thursday night clapping, Zoom quizzing, dog walking, Captain Tom, Joe Wicks and stories of how much money we’ve all saved on train fares, fags and beers. It’s not nearly as Blitz like now. It’s come back like the Zulu and it’s come back a lot worse and no one gives a hoot about Joe Wicks anymore.
I’ve tried be positive but am really beginning to struggle. The situation has become profoundly dark this time and it’s not going to lighten up without proper leadership; someone with single minded courage and determination across the floors.
Let’s face it, we all know our government are a bunch of inept wan’ers. None of us would put them in our ‘I’m a celebrity get me out of here’ teams, would we? Think about it.
So, we are where we are. We elected a bunch of king idiots because they were a better option than the other lot. To be honest, it’s not an excuse, we have ourselves to blame. Do we carry on through generations accepting ineffectual leadership because it’s our system and there’s no other way? We laugh at the Americans who convince themselves that Trump is somehow acceptable. The other one they put up is simply not good enough to slay the endemic social demon, whether he gets in or not.
On to us. This nightmare must come to and end. I said to friends earlier this year that I would have delegated this Corona problem to our military. It seemed extreme but if we’re going to regain our liberty, we need to sacrifice it in the short term. We must implement our LFTs and make their use utterly compulsory i.e evidenced as currency like everyday cash or tap cards in your wallet.
We must implement Draconian measures forbidding a good deal of freedom, with all required testing regulations. We need to scale up our LFT production to a higher level than bullets in WW2.
I started off as an Avactarian in April and am still a totally committed Avactarian. It was all about money to me up until recently. Not as much now. I do feel for the other lot when their’s tank. (well, a little!) We always knew they were backing ****e solutions but it’s still unkind laughing at the guy that backed the wrong horse, even though they show no empathy with us.
We’ve all read and researched to a ridiculous degree and narrowed down to our righteous solution. It’s a challenge which looks inevitably won and way past ongoing skirmishes. It’s all about saving our precious world now.
My best to all denominations
UrbanSea
Thanks Monkshood. I’d be grateful if you’d tell us what that means. Are we in good shape?
Luke, would you ask him what level of follow up he needs to provide for BBI next month after the first orders start coming in.
Lee Jenkins just quoted 6 months in response to the question: 'How long for the development of a Covid LFT'
Sounds like it's on track with the timing we've recently been given as they shipped them on May 11th.
Klaus's presentation thoroughly revealed the technical wizardry in LFTs; a real gourmet sandwich maker!
Unsurprisingly nothing revealing in timings from either him or particularly Lee Jenkins. I get the feeling that Klaus's was prepared and recorded a while ago. It was quickly available on demand.
lol lol. post of the week. lol
Thanks Timster for reposting the link. It’s a good reminder that the presentation wasn’t that long ago.
It thoroughly answers all of the questions anyone may have, as do all of the written Q & A responses.
It’s was a pleasure to listen to it again.
Frankly since this pandemic started, despite the lull in the summer, things have got worse and worse. Numbers are going up everywhere and now, even with us walking around wearing muzzles and doing virtually naff all everyday, there is further deterioration.
From a personal point, my 30 year old business has been decimated over the last 6 months and for sure ain’t getting any better. It’s pretty a pretty sad time in my camp.
Let’s be honest, the increasingly forlorn hope of vaccination can only be mitigated by progress in testing. I genuinely can only see the waters subsiding when LFTs provide an end game.
The mish mash of tests that have been ordered are merely a patch up and certainly cannot be the solution to the whole problem. This is merely playing a bit part role in an attempt to make things look better and to provide Govt with something to say when delivering their confused and confusing briefings.
Half arsed ‘sliver lining’ press leaks (The Sun type stuff) are unnecessarily being tipped by a truly ineffectual Govt Comms team; poorly briefed, misinformed and perpetuating public confusion.
The mix of trial and error orders; best available compromise type tests is a route that is way off what’s needed. Pouring money into an insufficient half ****ed solution is like trying to make a gravy with a teaspoon of water. And it’s not just us, every other country is following each other’s lemming like lead.
I hope the truthful realisation, by the powers that be, is continually maintained that a full scale roll out of mass regular testing is the only possible way out. It can’t just be the UK, it needs to happen all over the world or this is still largely a waste of time and money.
As far as the UK is concerned we have to lead and prove and properly export the model. The only real way is to throw the kitchen sink at it, call it Moonshot/Spaceshot/Slingshot or whatever you like.
As far as we’re concerned (and we all know it), we have the only real model that will work. We have the lion’s share of UK manufacturing capacity lined up and we have what will be the most scaleable, consistent and meaningful testing solution on the market.
I firmly believe the UK is already a fait accompli and our deal will be done before we implode. The real reality of what needs attention is exporting this and bringing the rest of the growing chaos to an end. We need the powers that be to do all they can to help broker these deals when the time is right. It won’t need a hard sell, they’ll be desperate for it when the evidence presents itself and proves to be the only real way out of further social destruction.
Sorry to be miserable.
UrbanSea