Member Info for VincentVega

I just wanted to pass some dot to dot research and conclusions over to you after the last RNS.

All my own ramblings and positive, not negative, so relax Joey.

ADVFN have a DM facility for offline discussion.

No worries, I’m probably way off the mark anyway.

Nice one neilin. If you carry on like this, you’ll need to issue a TR1.

Do you have an advfn acct?

There are too many variables that exist at present to determine the sp trajectory. Test price being chief among them.

I also believe that comparing OBDs rise is a moot point. After gaining the relevant compensation code, Jim Burrows stated in a presentation that demand for the test was unprecedented/exponential, or words to that effect. Statements such as this, along with retail fomo created a massive false flag rise in the SP.

I tuned in to the results webinar some time ago when the truth regarding test uptake was laid bare. It wasn’t pretty viewing.

I remember posting on here not long after that webinar that OBD was a minimum of 6mths behind the curve in getting its sales and marketing strategy in place and there’s still no evidence to suggest that they’ve gained the necessary traction to cover its massive ongoing cash burn, hence the miserable fall from Grace.

Of course, CIZ doesn’t suffer such ongoing direct costs due to the licensing model, but the flip side is lower revenue per test in the form of royalty payments.

One would hope that the Mgt team at Cizzle Inc can adequately put the horse in place before they hitch up the cart.

All eyes are now on our American partners to deliver the appropriate LDT accreditation and test rollout. Personally, once this MOU is converted into a binding agreement, pick the China deal back up and get that nailed down. I would waste no time in moving away from all other similar agreements completely and concentrate solely on the LFT model with a major partner such as Bio-Techne. We’ve given ourselves breathing space to do this with the guaranteed revenue over the next 30mths.

To state the obvious, the real returns are to be had in the LFT.

The SP will react accordingly.

Does it really matter?

They’re likely stale trades from traders that bought in at the lows expecting a rush to 2p.

Whether they sell now or at a higher price is immaterial. They were always going for the trade and it alters nothing in CIZs pursuit to market.

Watching every trade will only drive you nuts, or in your case, nuttier.

Not long to wait now Joey. Your 2.1p break even and sell up price will come soon enough, though not soon enough for many on here, including me.

Please let us all know, which share you buy into next. That way I can pre-warn the long term holders on the respective bulletin board to look out for your diligent research and insightful comments.

I’m sure they’ll just love you as much as we all do.

VV

Interesting article…

https://www.openaccessgovernment.org/lung-cancer-in-southeast-asia-and-china-current-trends-and-challenges/177102/

Whilst the focus is rightly on the US, the Asian market has to be there for the taking.

VV

That ship has sailed for now. We aren’t currently reliant on CDTs performance as there are no immediate cash concerns. Far more relevant is the MOU converting to a binding agreement and the additional cash inflows that would trigger.

If I was invested in Vela however, that’s a whole other story.

VV

On the webinar last year alone, I’m surprised Burrows is still in a job.

Fantastic product, wrong leader.

How on Earth he earned a bonus is also worrying.

Proper validation and OBD would fly.

I can’t tell you how much I was willing this to get to 2.1p today.

@ Greend100 & Brondby

Both fair points.

It wasn’t an issue sending them to York, I guess I just didn’t get the logistics of sending them over the pond.

VV

A very nice update with a clearer path laid out for launch of the product.

I have 1 question though, why are we sending blood samples from US patients that have undergone a CT scan over to York Uni?

Why not Corepath?

VV

🙏

Some salient points Tech.

However, I’d hazard that any discussions under the umbrella of the MOU will remain confidential and will only detail the players if it results in a binding agreement.

As Trump says, every Company uses NDAs.

And you Joey, make Schopenhauer look like the eternal optimist.

At what price are you exiting Joey?

Roll on the spike.

We may get some peace.

You miss Tech’s point Joey.

If they go private, you receive nothing, nadda, niente, nichts. SFA.

@Ivor

Whatever happened to your “magic”?

Dude!

The best ramp I’ve heard in a long time.

@Joey

What’s happening with the price, you’ve asked me?

Well clearly it’s down.

Small caps are more susceptible to poor news such as delays, no news, or fundraising. Moreover there is an added factor of sentiment with small caps. That one word alone can hammer a share price.

We’ve had all of the above of late.

The thing is, I look at the share holistically and weigh up the pro’s and cons and take it from there.

Am I happy with the current state of affairs…No.

Do I have the option to sell if I feel the cons outweigh the pro’s…

Yes.

In the latter, I’d probably sell if the cons were weighted. Then I’d post my reasons why, lick my wounds and move on.

What I wouldn’t do is indulge in hysterical name calling, bad language, whining, emotional outbursts and in some cases, borderline libel at every fraction of a drop in price.

I’d simply vote with my feet.

I trust that answers your question.

VV