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BBN
Bringing logical analysis/research to my investments. The greatest investment we'll ever make is time itself. So DYOR and always check everything yourself.

Oct 2, 2020, 5 tweets

1/5
In terms of that government FOMO, the other highlighted uses on that #AVCT slide, point towards "GP surgery" and "Testing station."

Both of which orientate themselves towards UK Gov.

Parking that rather large potential GP surgery market for a moment.

2/5
For anyone doubting AVCTs ability to win significant orders from the UK Gov, just consider for a moment, how much more efficient UK Gov testing sites could become, when a test result can be achieved in c. 10 mins, without the need to employ an expensive piece of kit.

3/5
How much quicker the stations could process their backlogs and how fewer miles people would have to drive, to get a test full stop.

How likely is it that the UK Gov would turn that opportunity down and let it be sold overseas? Possible but minimal in my view.

4/5
Most importantly of all, at this late stage in the product's development.

After the LSTM have been "evaluating the performance of prototype lateral flow tests" for nearly 2 months, how good must the data be, for AVCT to be talking up localised workplace testing...

5/5
...and testing station roll out, in direct competition to for instance, mobile PCR testing etc etc.

Certainly goo enough to make it a valid mass screening tools, which is where we are clearly heading with this now.

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