Member Info for wyndrum

FWIW, I don't think anything we say or do hear is going to make any difference to the SP

Not today....

Ripley you are so wide of the mark, it's laughable. Are we are back to me influencing the SP again! The absolute drivel you come out with.

You have already come around to writing off meaningful LFT income until we have any proof otherwise. Is that not negative?

Or do you think that that is just a considered, logical conclusion based on the info thus far?

I think the best spin we can put on it is that AVCT don't give a fig for PI's

I think its a conscious decision to keep quiet. I just don't know why.

Fair enough Wonga. Personally I find it hard to believe that a company who's got the world's best test available after 18 months of incompetence just carries on being incompetent in publicising it as it burns its way through £2m per month.

Muller, if you think they knew they should have publicised something about it and didn't... then why do you think they didn't?

Are you saying its just incompetence?

And you think they don't know that, Muller?

What zoom, you want longer replies?

Ripley, you know, because you read my posts, that i am in for the results of the AVA6000 trial.

Its not about risk, risk/reward is fine. (although I do my best to minimise the risk and maximise the reward.)

All I am saying is that I thought, based on what we knew, LFT income and its potential had been over stated thus far, (and that has proved correct), so when i recognised that fact i started to sell down to maximise gain.

Your investing style is different to mine. I am not looking for a multi bagger, I would rather take 5,10,20% short term gains rather than take high risk, time independent stocks that have a strong record of not delivering.

It looked like AVCT 18 months ago was going to quickly multibag, a rare thing indeed in my experience, but it was not to be then.

Maybe now? but AVA is a long haul as is AVCT, short of a buy out, so I am now down to a holding that I will wait to see how it plays out and trade on the side as and when i see fit.

But thanks for your investing advice, but SYN, is doing fine, as is AGL. Its only AVCT that has disappointed so far, but hopefully its time will come.

Doc, why then is the SP where it is? Whats your reasoning as to why we are, give or take just above the placing price of 18 months ago?

Why is it that generally covid test related companies SP are on the way down yet Covid treatment companies (SYN for instance) are on the way up, even though Europe , US and UK have high or relatively high infection rates?

Well, icecool, we are back to negative and positive are we, rather than reality?

What happened to mologic giving tests to poor and middle income countries. You would have thought with this latest outbreak in Africa that that was an opportunity missed?

Given we have had the test out for nearly 6 months and also remember that AS was talking about partners and manufacturing back in the early part of the year to be put in place to hit the ground running, remember also that the test was ready to go 9 months ago and was just waiting for the paperwork (ie CE validation) to be granted.

Then we had Delta, and AVCT could detect it, and still no HUA or EA from anywhere, so even if AVCT detect this variant, I don't see particularly why that will change anything,

It is not negative or positive to think about whether we will get meaningful test sales, but prudent in valuation terms to dismiss it until something concrete emerges, based on the actual evidence.

The writing has been on the wall since July

LDA, if you don't like analogy's then try this:

AVCT are losing £20m per year and have valuation of over £300m

AVA better be successful, so currently they are climbing Everest and they have left base camp and proceeding to the first level on the mountain (any better?)

All the steps have to be completed for a successful outcome and the clock is ticking.

Donald,

It could be the muted reaction to the SP is due to... "so what" ..... heres an analogy:

Man City are expected to win the league, so when they beat Norwich, its a given to do that if they are going to go on and win the league:

Ergo, if AVCT are going to go on and be successful with AVA600k then this is just a step that is at the early stages of getting to the final goal.

(we need to remember there is still a lot of expectation already reflected in the SP)

My tone mowzer, was for the govt's PR on and electoral hopes simply based on the NHS "looking" good.

The fact you can wait many hours for an ambulance on a 999 call which that fact simply on its own is a scandal, without the huge wait in E&A, (nothing new), and the now multi year backlog in operations causing untold pain and distress and deterioration for many suggests, the NHS as a system right now is not quite what the public expect.

But the govt will move heaven and earth to superficially suggest its the best in the world.

Pure conjecture Templar, ( Boy, are you are going to take some stick now.......)

DBD, I just dabble these days in a few stocks, which seem to keep me occupied.

I normally have much shorter time horizons, so I was pushing the boat out, which is more that I can say for ADV, (see what I did there?), getting involved in this expecting drill results mid Dec. Now its a month late (ie mid Jan).

I have other irons in fires and want to release funds at various times and this buggers it all up.

Still, its only money......

I don't mind the delay, I just don't know why they don't caveat any forecasts with the uncertainty that goes on in the industry.

All it does is when timelines are continually revised, is to create uncertainty in the market... (and thats all i care about), and I get the hump when it is easily avoided. (only a minor hangover today....)

Don't worry about me ripley, I merely point out the contradictions in some posts.

Anyway, it turns you are on the same page as me... Who knew.... (oh and wait for PL to get here too, but thats a few weeks away yet.)

If you read my posts mozwer, I did say it was better to over react...but as I say its more fun to jump on me, no matter what I actually say than actually consider what I have said.

I am being lampooned for my conjecture and yet people reacting that this may be very bad, harmful vaccine evading etc etc, are just painting their own picture too, but no remarks about that.

It was based on what the head of the SA covid task force reported. So I did not make it up.

But hey ho, we are getting HUA last month, last week, this week, next week, but thats not conjecture......