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So let's get this straight please wyndrum and aldebaran, is the share price going to rise from here? Does this mean we're well and truly out of the death spiral scenario, and Alan Smith is competent once again. I was under the impression that we need to dislodge him. How does this work - last week we needed to get him ousted with pitch forks?
Thorn - help me out here?
"Don’t know why anyone would bother charting an aim company tbh"
because most often the SP moves before any news is announced.
Presumably you think it was coincidence that the SP started to fall almost continuously 3 weeks prior to the announcement? and a 15% drop over the 3 days prior to the raise?
Heights are in profit at 42p and above so odds on this hits 42p and then there will be a few margin calls and desperate sellers on top etc
Plus we expecting a poor update at end of month?
I see 38p needing to be hit also
The dilution is going to be massive over the coming months. I can even provide the numbers for conversion of the bond at 10-20p to back this assertion up.
Thorn, want to see the numbers?
At the start of this rise back in 2020 i.e. it hasn't been filled in yet - and it's a big gap from 23-29p. If we get anywhere close to it, the gapitational forces will be strong.
How long ago was the gap formed?
Not after they have consigned dx to the footnotes of history, or should I say, website?
Don’t know why anyone would bother charting an aim company tbh. News could arrive at anytime especially considering Avacta research obsessed PI base that can uncover and share things 3-4 days before an RNS arrives (for example launch in Germany is that not RNS worthy?)
95% of all gaps are filled, plus remember the convertible bond death spiral that Thornogson kept going on about, that will definitely drag us down to 20p.
Isn't that right Thorn?
Over the coming months there's going to be massive dilution and it will provide downward pressure all the way down to 20p, maybe beyond?
I disagree with both the 38p and 23p targets.
It might not even go to 41p. (or 41.5p) to be exact.
That's is the obvious target, however some will not wait for it to get there who want to buy based on it not quite achieving that "perfect" price and will base their decision on a risk reward ratio.
58p is the first target so 14p gain. Buy now and have a stop at 40p, 4p loss. That's an acceptable RRR. The next target would be 75p.
So if the SP shows continued resilience around the current price of 44p it might translate to a shift in mood to not expect 41.5p to be hit.
If it did move away from here and moved substantially upwards, then looking back, the recent low of 44.5p would look like confirmation of bouncing off the 41.5p previous low.
FOMO plays a large part in all of this which is why it is neither exact or predictable in any certain sense. Its just an odds game.
Right now people who are looking at this stock and using TA to time their entry will be making these calculations to wait for a lower entry or get on board now and not try to be too cute.
Sheppy can’t even afford premium here never mind being in the premier league. 🤣🤣💯👍
Sheppy in Premier league, me non-league.
I keep in mind that news might increase sp at any time, so plough on.
It has to fill the gap at 23p, at which point I can buy a shed load and make a mint.
B2HS2L
Currently buying the dips, how long this opportunity lasts is unknown.
God knows how long it's going to last but you must have more money than sheppy if you keep buying the dips it's pretty much like the san andreas fault ATM.Bottomless
Before we bounce.
The placing not at a discount now that’s how cheap this is with no negative material changes since Nov
Sequoia Carpets won't care at all what happens here except when the price is £50 or a takeover for £100 happens. They're VCs, their business model is chucking in £10m in to a multitude of businesses on the odds that a small percentage of them end up worth 1000x more. It's also a backward strategy of getting rid of pesky PI scum like me. My shares are safely tucked up in an ISA, much like the VC it's money I can afford to lose. I'm not going anywhere. In fact, muggins here 'topped up' yesterday.
Fuk me the ars ehole has well and truly fell out of this!!
The mechanisms employed, namely the conversion bond and raising exclusively with II’s at a huge discount (bar throwing a bone to long termers) supports that argument that they are reshaping the register. However, I don’t necessarily buy this given some of the “diamond handed” II’s that we saw participated. In addition, we’ve not seen a single tr1.
Nevertheless, this is still bargain territory and whatever the ultimate reasons for the raise, buying down here is still better than buying up at 160 by a factor of 4.
It means JWB is on his next pumpathon IGNORE
What do you mean ?
Now ask yourself why Levicept replaced their CEO with Elliott...especially when Gilde and Medicxi are key investors. These two investors have input and will be in contact with Elliott.
So why is Elliott our Chairman allowing our Executive team to make key decisions which some feel are so detrimental to the business.
Nah...it doesn't add up...
Al.
Value ,cf similar status.
Stage 1 - $1~2bn
S2 - $2-4
+3 +++
Only to the right buyer however.
Data in past t/o data.
The science looks good and inclusion of ‘neive participants ‘in the cohort gives confidence.
GLA
Yes..duff research and also not spelling out the different types of IIs. If you really want to protect the company from a low ball takeover you don't encourage certain IIs...best to look for the likes of Gilde and Medicxi to mind the doors front and back...
As you say Alcibiades,
Bachovin, Tufts Medical School, and Avacta own the patents behind PRECISION.
All three need to be satisfied by any company assuming ownership of Avacta's patent rights on purchase of Avacta.
09.04.2024 - Christina Coughlin delivered this quote in an RNS, hitting the nail on the head.
"The proof-of-concept data presented today with AVA6000 suggest that the peptide drug conjugate drug class has several key advantages, particularly the tumor-specificity of the release of doxorubicin through targeting FAP and simplicity of the manufacturing process which results in significant savings in the cost of goods."
She is discussing a market disrupting platform, and BP have been waiting for the trial to mature before showing interest.
IMO the point in time when Avacta receives FDA Approval will possibly be the catalyst for a Takeover
Currently buying the dips, how long this opportunity lasts is unknown.