Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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The Big Pharma companies wouldn't hesitate to suppress this technology in order to perpetuate their cash flows from existing drug pipelines. For the sake of humanity we must hope that the development is now too far advanced for this to happen. Let's hope the British government has the balls to prevent any such takeover so that we can all benefit, not just ourselves as current shareholders.
Also, combine this leading class technology, which has just been clinically validated as a global leader with the enormous market that is opening up, which very much looks like it will grow for years, a Dx m&a market that is hotter than its ever been and the potential for a takeover is real. Avct need sales quickly or a sticky investor (s) in order to see max value.
With the results released Avacta's spike Affimer reagent is the most sensitive globally, when deployed in both LFT TECH, ELISA TECH and also Mass spec. So I 100% agree that a takeover is coming, good disruptive technology gets bought on its forward potential not sales. Look at silicon Valley, there are numerous examples of this. I don't think its too early for a takeover. The tech is now proven so all to play for with big Pharma.
A takeover by one of the giants would certainly mean ava600 would be shelved maybe for good
Enabling the continued sale of expensive cancer drugs
Forget £30, I’d snap your arm off for £15!
If you wouldn’t take £30 per share tomorrow you must be deluded a lier and or a fool.
That would be a life changing amount of money for me and I’d snap ur arm off.
PJ
That £7.5b if at lands on the table and if is mean SP £30, Avacta should take it and run.
Less headache for a heap of money.
Nice one mate.
Also is your mate ndn ?
Sorry mate just want someone to get rid of him. He likes to deramp... such a u know what....
Night all
Andy
Beinthelead/AviationGeek : I agree.
Clearly, right now .....ie before our superb global leading test is actually being sold (it certainly will be very soon) , the SP looks significantly undervalued - at least, for enthusiastic, well informed shareholders ....
It would be nothing short of tragic for a hostile takeover to come along in the near future. The sums that might be offered would, superficially, have the appearance of amounting to a superb return, contrasted with a SP hovering currently in the mid £2’s .
LTH’s with faith and confidence will surely want to wait and see what the oncology and licensing aspects of the business can conjure up (and maybe the Daewoong etc elements) before being asked to take what - if it turns up - might look like a fantastic offer but which, given the passage of what, say 3/4 years, could very well look like mere chicken feed.
Who knows what the future will bring.... things could go belly up or simply fall short of our eager expectations....BUT, they could equally go stupendously well and produce mind numbingly large and completely life changing share values for those who want to stick around for the longer term ride.
I’ve been here since, I think, 2013, having joined solely on the strength of the long term cancer treatment possibilities.
I truly do not want to sell up on the back only of Covid success - no matter how great an earner this side issue might be.
The really big money in Avacta is not to come from Covid diagnostics, no matter how fantastic they might prove to be - and I think they will be a major triumph - we need to remain mindful of the oncology and licensing possibilities and not sell ourselves short.
Risks? Yes, of course, really big risks - but ones worth taking in my own judgment.
I could very well be hopelessly misguided and wrong in this - but my gut tells me to hang in there and see this through....
All IMHO, DYOR etc, etc, etc
The current share price is £2.50, why wouldn’t you take £30 tomorrow? If a big pharma turned up and plonked about £7.5bn on the table the board would look pretty ridiculous not recommending it given its 12 times the current price.
No what are Affimers? Can I eat them?
Craig have you read up fully on Affimers? Quite frankly 30 quid a share is on the light side, but I agree with Beinthelead. It's a year or two off. Let's prove them in the cancer arena first.
It’s quite simple really. If you’re invested for the cancer pitch and licensing potential, £30 is orders undervalued.
But a couple of years away yet.
Humph, my target SP is £800.
We get rid of hardcore derampers and its replaced with the £30 a share (7.5 Billion Mcap) takeover posts lol.
A takeover may well come in the future who knows but lets be a little realistic. Enthusiasm is great but baby steps. I would like to see £3, £4, £5 first over the next few weeks and months.
Starting to feel like pound cake is infecting the board haha. Expecting blow back (I am a deramper, have an agenda.... again) so fire away I assure you not many $hits will be given ;-)
Excited for the presentation tomorrow gonna take an early lunch from work to watch it live. Hoping for more info about capacity, earnings from deals, AVA news. It "should" be a good day.
Sorry ndn
Yes I'd take £30 quid a share. Tbh the big pharma may not hesitate after tomorrows presentation coupled with some massive orders.