Stephan Bernstein, CEO of GreenRoc, details the PFS results for the new graphite processing plant. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Soleboy, I don't disagree. It's possible he thought he could get this to FDA approval on his watch going alone (a big ambition and there is no issue with that if you play the game well enough) and therefore a possible reason no commercial team exists. Sadly relying on bucket shop brokers has cost him dearly in that plan as at every turn they have milked the placings and we have raised at lower levels. The lack of cornerstone investors another issue along that journey that would otherwise added some protection. He has done his best but now is time for a change. A big week ahead but the science is solid so it needs to get to market in the most advantageous way.
Hi Oldt
I believe Alastair has had every opportunity to build a strong commercial team, unfortunately he has not done so to date. Given that we now have ‘proof of concept’ for pre|CISION surely the only explanation for the current valuation is the market has no confidence that Alastair can commercialise the technology. The events of the last year have given some justification to that view. You state he is not a good ceo. Surely we now need a strong experienced commercial ceo?
Old trader. Hope you cast your vote accordingly at the AGM , I certainly will !
I agree although AS is not a good chief executive but he is a brilliant scientist and should STAY
Trails are modified by panels a lot outside control , and hope it’s all go from here.
Certainly the high FAP areas are responding .
We’ll see…
Yorkshire
OK then why has P1a gone on for so much longer than we were originally told it would? If as some say it was because Al wasn’t allowed to increase the dose in bigger steps then it can’t really be seen as Al’s fault.
What else is he guilty of? Even though it is a safety trial he obviously thought that the data was good enough to attract funding and I presume he was let down at the last minute and had to secure funding at a rock bottom price to continue a much longer clinical trial. Again I don’t see this as his fault. In terms of the ambiguous communications, it’s his job to paint as good a picture as possible. It will be disastrous if he is forced out.
Tout, Chat relies on inputs and when this changes ,eg new info, thence all changes.
Last point on low FAP result being least efficacious, was expected.
& data on high FAP tumours represent a sig. result .
Any BP would be delighted to have this in their res portfolio at this stage.
I worked for this area so reflective experience.
Sad to see such bad rhetoric towards AS et al.
Undeserved UK Biotech support is NVG market wise , this is playing a big part here.
GLA on a cold Sunday morning. Now where’s the Yorkshire Gokd tea as?
The post below gave me a ChatGPT analysis score of GENUINE 3
For once I agree with you - we don’t want change at the moment. I know Al hasn’t got total control over the clinical trials but I think he was far too slow in moving to a two week cycle when it was obvious that the target trial population was too broad. I think he believed that AVA6000 would perform well on lower FAP tumours and was caught off guard. Continuing to 7 rounds didn’t give him the results he needed to impress BP and he was forced into a fire sale fund raise.
All along he has been the king of ambiguous communications knowing that enough of us would read these in the most positive light.
If arm2 doesn’t yield the impressive results we need then Avacta might not get the opportunity to roll out what would’ve been a fantastic pipeline of life saving treatments.
It's sometime difficult to understand the motives of each post as there are emotions tied to some belief. But as we know we are bombarded with both Rampers and Drampers.
It might be useful to take an opinion from ChatGPT as a second opinion before getting into a ping-pong match.
Give ChatGPT a prompt and then paste the posting and allow ChatGPT to provide its opinion (not absolute truth but an opinion by AI).
So a prompt I used is :
"Prompt: I am on a bulletin board where people have the right to express their views on the company and the share price performance. There will be 3 types of posters: 1. Those who wish to ramp and hope that they can influence people to buy shares, 2. Those who wish to deramp and hope that they can influence people to sell shares and thereby drive the price down so that they can buy cheaper shares. 3. Those who are optimistic or pessimistic but have no agenda. For each post provide a score between 1 - 5 if they are a Ramper, DeRamper or Genuine. (You can choose your own prompt).
Results
For a random post that I inserted I got below results:
----------------------------------------
Scoring the Post
Ramper Score: 2
Reasoning: The post mentions potential buyout prices, which could be seen as mildly promotional by suggesting a significant upside potential without strong evidence. However, this seems more about illustrating a scenario rather than outright ramping.
DeRamper Score: 4
Reasoning: There's significant emphasis on the risks and limitations of waiting for FDA approval, suggesting that reliance on such an outcome is overly simplistic and risky. The poster uses a critical tone about the company’s strategy and the possible detachment of company leaders from shareholder interests. This could be seen as encouraging doubt and possibly selling shares out of caution or disillusionment.
Genuine Score: 3
Reasoning: The post presents a detailed analysis and includes various perspectives on the company's situation. It raises valid concerns about management and investment strategies which contribute to a broader conversation. However, the somewhat cynical view on company motives and the impact on private investors introduces bias that slightly undercuts its genuine nature.
Summary
This post leans towards being a "DeRamper" as it highlights the negatives and potential pitfalls of the current management and investment approach more than promoting the stock. It suggests skepticism about the current strategy's effectiveness and the company’s alignment with shareholder interests, which might influence readers towards a more cautious or negative view on holding the stock. The elements of genuine discussion are present but are overshadowed by the critical tone and the implications that management may not have the shareholders' best interests at heart.