The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
And Infinity- we’re Istabraq, 6 lengths clear in the Champion Hurdle, with one flight to go.
Why wouldn’t we take this seriously aswell in the future:
https://www.cdc.gov/flu/about/burden/preliminary-in-season-estimates.htm
Trek- Just thinking about this Molloy podcast that post Covid testing opportunities could evolve into something very big ongoing
Was very interesting. Thanks Trek.
I also raised this question at the investors meeting. Didn’t get a reply.
Not sure whether it’s too much of a technical challenge and whether it’s perceived as worth the additional spec? I get the feeling it could be
what it does show is the affect even a piddly order can have on the SP. Doesn't bare thinking about what will happen with ours
Can’t ever remember a business which is has its market opportunity continually occupying the news, worldwide, 24 hours a day, in every media format that exists. In normal times it would require a market revolution and fortunes to achieve this kind of coverage.
An astute line of thinking, from a forward-thinking government, might consider that if we’re about to follow our game plan and unleash billions into Moonshot, in a ‘Hail Mary’ that testing is the solution, we should find the provider for this that can then be recognised as a great British Company.
It could provide an historic celebrated test case, from UK scientists and with great UK IP. They should then grab the bull by the horns and back them in every way possible to export the success story worldwide which would in turn not only bring back a big slice in UK tax but also potentially so much more in returns from exports.
They also then have the opportunity to trumpet how they backed British innovation, not only seeing its solution as a game changer for Covid, but also by forming a strategy for tackling future pandemics. Additionally, and arguably more importantly, they cleverly identified that the provider they backed could help drive a path through Cancer treatments worldwide, in line with ORBIS. Innovation, test, treat, export.
Perhaps they’ll see it this way, if they haven’t already.
Such a shame again with presentation. I switched it off after 15 mins, was painful. You could sense that there wasn’t going to be anything particularly impressive to say.
Quite a contrast to our one.
4 billion + is more like revenues that could be projected rather than than a MC.
It’s not a normal situation with this stock. They are all about supplying a vast market with a unique and patented solution to an immense problem.
This type of solution is becoming commonly recognised as the way out for the world, perhaps alongside a vaccine if that ever completely works.
In addition the market could not have a better continual stream of news and PR. News is not stopping and the problem is not going away.
In the long term, we are in a position to prepare for this type of thing not happening again, by being ready for it with the unique adaptability that can be brought to bear relatively quickly.
Absolutely not. Been trying to avoid getting it for the last 9 months. Last thing I wanted is to be injected with it!
https://www.stifel.com/institutional/International/UKInvestmentBankingContacts
Some interesting m & a experience on their board. Presumably been brought on for more fancy things than just being an upgraded NOMAD.
I guess too much conflict of interests with the previous advisors.
Outstanding presentation. What a relief after seeing that comedy show form the other lot the other day. Top team, well prepared and clearly on top of things. They are great on detail because they are sure of their ground.
https://www.investormeetcompany.com/login
According to the hosting site you can get all of the past presentations. Sounds like tomorrow should be downloadable aswell.
and Avacta have the IP and big recognised manufacturers who will be building product which is already tried and tested in many applications.
Avacta have the opportunity to flex between manufacture and licensing.
Not keen on SKIN solution as being straightforward enough for mass markets and events.
The water testing seems very viable though and sure it would add to the armoury of solutions.
Think the demo solution was ok but the solution is still a bit of a palaver. Shame about the presentation, they missed a golden opportunity to really impress. Glad someone else is dealing with all of that. I'm far happier owning the IP and producing affirmers en mass and licensing the hell out of it globally. It does provide further recognition and evidence that we're sitting on something extraordinary in terms of IP for many years to come.
Spot on Celtics.
I’ve a feeling IT might have held things up and wouldn’t be surprised if the scope of the brief had been broadened/re-defined in some way a while back.
Ooh to be a fly on the walk.
Think the Elisa provides very profound evidence into the hands of the community of what is to come. It may be that the by doing this we are able to drive collaboration and confidence as a backdrop to the RFPs ongoing. It could also accelerate access to international market and importantly manufacturers who will depend on reliable science for the pre-orders.
Thanks K Invest.
This was what was posted yesterday and I believe what you are referring to. Will leave you to decide how credible you really think this is...
Even more happy than I was after I looked at this.
https://m.youtube.com/watch?fbclid=IwAR3WyNm1YbbvDSF94HQeUtu4sdGkOwHpHRfnRMdgr6A-0AWUZYa2HDaMKdE&v=o0d8yASXv1o
It’s on here. I think it’s an extract from the RNS:
https://www.cambridgeindependent.co.uk/business/fresh-hope-of-covid-19-therapy-as-avacta-reveals-its-affimer-reagents-block-key-virus-interaction-9109904/