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Proper decent guy and loved his cricket. Great ton scored well deserved and always remembered.
It’s not until November and we’ll beat them this time.
Or possibly the market really has little interest in Avacta and focus on other areas. The market more seems to swing around on things like vaccines and the weekly trends in infections.
I’m not sure the wider market shares the same focus and detail as we do. I’m not even sure the market understands or really gets mass testing.
All the people I speak to, without exception, talk about things getting better with vaccines and things getting normal at some point. I don’t bother challenging.
I wonder if these views aren’t more representative of investments and relative lack of real interest in our space. Of course real news in the form of RNS’d concrete numbers will provide dramatic change
and of course cancer which would even dominate main headlines today.
They must be keeping really schtum for good reason. I just cannot conceivably imagine the LFD not working or even having poor sensitivity. Can’t see what possible circumstances there would be for an unsuccessful transfer or subsequent trials.
Delays could only have been scaling, manufacture and additions such as rapid adaptability to new variants. It feels even more heavily impending.
Hear hear Weedylan. It’s a vast market and allows us into endless opportunities. Our route to market has just been dramatically leveraged and it’s hardly raised a cheer.
It’s immensely exciting and will provide a core ingredient to key change in diagnostics.
Sounds like good concrete progress to me. Think it’s additional unexpected news rather than what was the main anticipated news flow.
The main thing has to be big growing recognition of the tech and its widening usage. It’s real and adds to the growing portfolio of forthcoming RECURRING revenues streams which are fundamental to valuation multiples. Big name associations growing which ultimately lead to M & A activity but hopefully not too soon.
Think you’re right BenBen. They’re not a classic WPP type firm pushing news, they’re in for opening big doors and helping managing deals to conclusion. One can only imagine what the fee structure might be. Goes with the territory. Could also be a precursor to a further listing down the line, on the back of imminent news.
One wonders how our dear Avacta have sourced this outfit. It’s a pretty heavy duty consulting firm that have most likely been introduced by a wise esteemed party with a keen eye on the big picture opportunity, that needs scale and heavy duty connections. Feels really good for where we’re going.
Great concrete piece of news. Who would possibly be hiring at this level unless there was something pretty colossal to break internationally.
Sh4t!! worrying but an ironic thread come from you Live long and prosper. LOL
Not funny
I'm wondering if PA's past experience of the aborted 20B National Identity card scheme may have some legacy interest for parties involved, post sovereign LFD launch. Would be a perfect time to implement a re-worked version of the curtailed project which introduces regular testing certification, tied to a national ID card. It could also mean ritual testing for ever.
http://news.bbc.co.uk/1/hi/uk_politics/3742553.stm
201 and counting. Well deserved. Kept many on the straight a narrow.
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Top quality analysis Unprecedented. Very hard to oppose the timeline and evidence at each stage.
Thank you
Whether it is an RNS tomorrow, or whichever day soon, it's certainly a true market realisation that this thing ain't going away for a long time and it needs major intervention on scale that's unimaginable. Govt can't put all their hopes into vaccines, they know themselves that vaccines will only mitigate the problem, they'll never fix it completely that way.
You’re right Gr33ning. The potential for the Av6000, if it works, for an acquisitor is astronomical. Certainly would be worth £80 + per share to it. A small percentage of the total chemo market x 20/30 easily..... of course if it works. I’ve no idea if post trials provide a uereka outcome or a looks promising one.
100/200% have been all in on Baillie Gifford American and have forgotten about it.
And Arnold, the AV6000 is worth 20+ times that because a high multiple would be applied to it.
Lot of ifs, as you say, but rightly we’d not be in a stock like this or similar unless the RR was much higher.
Guess patience is a worthwhile virtue. Plenty to go around for many years to come.
https://www.grandviewresearch.com/industry-analysis/covid-19-diagnostics-market
Think we all watched this on the utterly contrived Labroots fest some time ago. Think there was also an open discussion between 3 other maestros on a similar theme.
Was a shame, the event could have given us a lot more but in then end it was somewhat stating the obvious and more a Klaus show sequel.
Sure we will get there and it will be good but have totally lost faith in the poor and unreliable comms from the board.