Member Info for wyndrum

I would respectfully point out that this is a very competitive market. Whether its pillows (2-1 offers) or mattresses (discounts galore), the gloves are off and the market leaders are not just going to sit on their hands and let EVE come back from the dead.

Didn't I read on ASOS KK, that you think Boo is cheap tat and also that youngsters no longer want to buy?

Didn't I read on ASOS KK

Looks good as an entry point on the chart, bad press seems to have finished and US buying is big, big plus.

having popped back it seems a couple of the very pro Boo posters have left, (Steve, kitty?) which might be ironic as some sharp upward gains now look more likely than not to me

Well, this is a good place to get in imo, bad press seems to have stopped. charts looks positive and US investment is a big plus.

Turns out kitty thinks boo is rubbish now. It would be ironic if Boo accelerates now after all the waiting,,

Tim, would it be Innova?
(I am increasingly concerned at the amount of orders being placed while Avacta is out of the game.)

Given , for the most part, venal hatred for AVCT it has occurred to me they are in fact linked probably through the manufacturing talks that took place recently
On the back of the good news last week I de-risked some of my avct holding over to ODX with the cunning plan of seeing ODX go onto 100p plus in fairly short order while AVCT continued to languish, and then probably putting the increased sum back to AVCT. But it turns out this board is as frustrated with their holdings as much as the AVCT lot. "Where are the orders!" is the refrain all around, and when AVCT go up, so do ODX and when ODX go down so does AVCT.
These 2 stocks SP movements are either linked through coincidence or one is waiting for the other....(And I don't believe in coincidences...)

PC, a bit of devils advocate here as I am looking forward immensely to a successful outcome, however, if as you and indeed many on this board are so convinced then why isn't the market?
If we are conservatively 8-12 weeks away from a substantial re-rate of at least double where we are now if not treble, then why doesn't the market reflect this "nailed on" potential more than it does?
It seems the market is no where near as assured as we are.
Which then leads to the questions: What do we know that the market doesn't or what that does the market know that we don't?
On the other hand I am genuinely re-assured that the SP has remained as stable as it has this week which indicates, amid the flurry of tests, new and old, and contracts being given out etc that the market does indeed have confidence in AVCT but perhaps just not at our level. but on the other hand (I am a co-joined twin...) if AVCT do get test approval then the re-rating would be huge which does not relate to where the SP is now...
I am conflicted. Either the market agrees that AVCT could deliver THE TEST ( stable, relatively high SP etc etc) but in which case why isn't it 250p plus? or its not sure, in which case why isn't the share about 120p?
I wonder if the market has just plumped for something in the middle at about 170p...……. (I do like a puzzle...)

AS outlined the chain of events for the test to be scaled validated etc etc. but..

Could a RSN land that incorporates all the chain in one go, along the lines of "subject to the successful scale up and validation etcetc… AVCT has been awarded £x contract to supply tmass test xyz"
I ask because so much stuff now is coming from "bidstats" which would be right up AVCT's street to supply. But if we haven't got a test yet then we can't even bid? Or am I missing something?

Bid for home testing for Covid 19.
https://bidstats.uk/tenders/2020/W45/738394198

Credit to twitter.

Not much option at the moment Bagpu55, still good to see that a potential piece of £22b depresses the SP both here and on the Voldemort board...…..

Thanks for all the replies. (I try to exaggerate concerns I have as it tends to lead to more robust responses in terms of counter arguments.)
And I agree I could be over reacting to the March news. It may just be that after 03/12 it will be referring more to the local tiered system previously in place and to give business more confidence not to sack staff.
Thanks again.

PC, I have a substantial investment here so I am more critical than usual on this particular stock (£>150k) Although this is of no import to anyone but nevertheless the news blackout makes it impossible to make any sort of risk assessment as to if this whole exercise will be successful or not. Even if there were "delays encountered but working hard to overcome" etc etc. then at least you (I) could decide what to do. this never ending trying to read between the lines is not what I expected and I have no experience in trading a stock under these conditions.
I am now in a position of "faith" that this will come good, which is a crap position I have engineered for myself. But its my problem and I will figure it out.

Poundcake, I would just say that millions have an annual flu jab that has something like 40-60% efficacy. No one takes a test for flu.

DOH, all the questions you pose re the vaccine are legitimate, however several trials are in the final stages and the perception will be when a vaccine is released is that it will be "the cure". That's what will be blasted all over the media, whether or not its truly effective or only partially, people generally, when they hear "Vaccine" will hear "Cure". Why then test on the scale we have been discussing? And as time (months go by) more vaccines will be released.
If our test comes out in front of a vaccine then its a different argument because the public will be used to our test and can then compare it to the projected efficacy of an early Vaccine.
As for Q1, well that's a guess, but I infer from the march furlough story is that there is in fact no mass testing this side of XMAS that we here have been expecting. (Or at least that would facilitate the re-opening of the economy).
I don't know obviously, but the fact that there has been no news for so long now in conjunction with missed deadlines that it is becoming increasingly difficult to maintain the case for this stock as a covid solution on the scale that I was led to believe via the presentations.
On the one hand you have BJ saying it will all be happening from 3/12. (However his word is useless), and now pretty much contradicted by Sunak today. I don't think they both can be right.
AVCT may well be a LTH for its cancer therapy but my time horizon expired the end of Sept based on AS's projections. I have extended it due to "we are almost there...validation results any day.."etc etc but it seems to be being pushed back...again. I am disappointed (as you can guess) by the march furlough release

Thanks for the responses on BAMS.
For a quarter designed to be rich in transformational news on various fronts its looking somewhat sparse given we are 40% through it now.
I have to say this expectation of lockdowns continuing to March does not bode well (imo).

"Avacta to the rescue"… ok but not anytime soon obviously based on a March furlough scheme. Its looking more and more Q1 plus, so still many months away I think. And by then some sort of vaccine will most likely be out there. The window could be starting to close a bit here...

What ever happened to BAMS?

It may not be a coincidence that the Treasury has printed another £150b against an expectation from the city of "only" £100b. Perhaps the extra is for our test. (I mean that's as rampy as I am ever likely to get, so forgive me if its a poor effort but I am quite new to it....)

Safy, you said "People want news everyday on ODX, or rather it’s the derampers way of trying to unsettle the investors. "
I honestly don't know how we got here but I think from a new ODX investor (me) you should realise you don't help with your statement.
I posted because I thought AVCT could become a client of ODX and ODX will benefit from the business. If and we don't to go through it all again, but if (and I stress if), AVCT get a test out then they will be touting around for manufacture partners. Why this has to "unsettle" ODX share holders is really quite beyond me. You make a positive of potential more business for ODX somehow a bad thing and by highlighting what you think, it is you that unsettles the ODX board and its investors here, surely?
Weird, frankly... (Plus just for the record, no posting here or on AVCT moves the SP an iota. There is no insight or info that that anyone here can offer that the market has already priced into the SP.)

I agree Trip, I can't quite see what generates the animosity. Because when Mologic is mentuioned no one says "bugger off to the Mologic BB" (I know its not there but you know what I mean.)
All I was pointing out is that AVCT may turn out to be a very good source of income for ODX (of whom I am a shareholder as well as AVCT).
But hey ho. But remember this, if, if AVCT do bring the test to market and it is as good as expected then the SP will in all likelihood outperform ODX, then it might not be the worst hedge for some ODX holders, just as it is the other way round for me and Trip. (Goodness knows the SP has hardly been setting the world on fire since all the good news was released.)
Both stocks clearly have their risks and inherent potential upside, so I am sure there will be other post topics on both boards that mention each other in context, not cross ramping, and surely that's ok?