The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
All I am saying is communication builds momentum, maybe my wording over trust was not communicated correctly. There is still a lot of unanswered questions on the LFT front, which I am sure will be answered with time. I also have high hopes for AVA6000.
For what its worth, and why i continue to hold, is that comms have been subsided since Conifer derisked / left - it does not seem they were happy with AS approach and hence he has changed his ways. I am sure there is a lot going on behind the scenes and have held for 15 months + now and trust AS myself, it seems the market may not.
Anyway I am being drawn into discussion I am the biggest advocate against so I am out for now.
Regardless, I have forgotten what the colour blue looks like with this share
Hopefully McNulty can shed some light on his conversations with AS on Friday later today.
Clarity is required on a number of fronts you cannot fault anyone for requesting that. AS has lost the trust of investors hence the fall in share price, the only way to build that back up is through regular communication which currently is not happening.
I honestly don’t understand how Myles gets stick for ‘ramping’. He’s an incredibly skilled analyst with years of city experience who we are fortunate enough to share in his research.
Fair play if your views differ from his but you cannot argue against his substantial investment thesis.
If the whole Porton Down / DHSC scenario wasn’t such a farce we would be sitting in a completely different scenario and everyone would be praising him.
People need to read information in the public domain inc RNS and interpret the views of others before deciding whether to invest. You cannot blame people like Myles for providing a well research opinion. Those basing their decisions on his views can only blame themselves - they pressed the buy button.
This has all been said before and I am not really sure why I feel the need to post this. I suppose it’s just in hope that the well research posters don’t get put off by the rats on this board / twatter who are continually negativity. I for one have learnt to filter the noise and look forward reading the posts that are valuable in my continued analysis of my portfolio so please keep the information coming.
Ray I am not sure I understand you correctly. Are you saying that airlines do not accept LFT results to enable travel?
If this is the case I am filtering you for the most moronic comment I have read on this board. The whole of EU is providing air travel through the use of LFTs.
The self-administered test meant that I did not have to travel 30 mins (in a cab) and wait around in a Covid-invested test centre to prove I was negative.
Even without home certification there is a market here for travel purposes with professional supervision. Travelling again really shows much much LFTs are being used - which puts no doubt in my mind that Avacta will sell huge quantities of tests unless they complete F it up.
Every one I have done myself in the EU (4 total) have either been at a testing point by a professional or self-administered but with the supervision of a 'professional' via a video link.
Both options very straight forward - the video call option used a Chinese test which was the easy part. The more impressive part was the platform / application / video link which enabled the test to be performed with the supervision from a professional from Germany (I was in Spain).
Having been travelling back from the UAE via Europe to get home I have never seen so many LFTs in use - they are literally used everywhere to travel.
I have also seen the large youngish population (friends of my sister who is 29) pushing the use of LFTs on social media to ensure the club/bar scene is self-policed to remain open and efficient (unlike Netherlands).
The LFT space is literally booming, it is a matter of when not if.
And as for NDN etc, I have stopped reviewing this bulletin board anywhere near as frequently as I did because of the likes of them. I am sure who quietly remain long and strong but avoid this page because it is a complete waste of time.
Summer time with limited restrictions is too precious to spend your days reading negativity from a certain few very sad individuals- get out there and live a little and Avacta will reward you shortly.
Over and out for another few days.
There is still some chunky round sells going through which makes me think someone is holding it back.
Would be surprised if they have exited yet.
Only a good thing as we have yet to see the larger rise on the back of them buying to cover and these pri1cks can burn!