focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
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Could be repeat
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My post meant for ben harper
What is the point of your post?
Agree LDA, just watched it also. Good answers to some questions raised.
Again if that’s the way you see it go elsewhere. Your logic gates are confused to say the least and I can’t be bothered to try and explain it to you. Good night
Been there done that. Smiffy told everyone LFTs demand was going to outweigh supply for the foreseeable future. It turned out that there was no demand because the LFT didn’t work. He didn’t sell any and bring enough cash in.
How can we be sure AVA6000 will work? Why did Neil Bell leave so soon when he had experience of commercialisation?
To be fair though, I’m looking forward to the new ‘pipeline’ as much as any of us but Al does need to realise at some stage it’d be nice to hear, ‘this is how we’re going to make a load of money’ rather than, ‘hold on guys, you know what? I’ve found a whole new way to spend your money’
I just watched the webinar. AS came across very well amd if anything a little subdued. He answered the questions very well.
Probably a little beaten after the recent raise.
I hope he follows through with his comments about new pipeline indications.
What an incredible new line of fud, groundbreaking, paradigm shifting even. I for one will be selling up in the morning. The big short is on. They don’t call you General for nothing.
Smiffy won't be hanging around much longer. He'll be selling shares so he can buy his new house, no doubt. His salary bump last year was to make his mortgage more affordable now there's high interest rates. Just a shame the company he runs is now more affordable.
Yep that’s it Oz, better off leaving this dog of a share and moving on to pastures new. I mean why hang around any longer?
Alastair valued each share at 120p with the LFT.
And the market continues to value each share at 50p (or 54p). Data not as good as it seems then?
He valued us at 50p a share.
Bella , think alistair values us at $2 billion now as a comparable to that deal, listen from 34 minutes onwards 🕺💃🕺
It’s ok bridgedogg we took a straw poll just to make sure.
He had to say that as he could hear the pitch forks clanking outside the room.
Https://ir.ambrx.com/news/default.aspx
Gives an idea of timescales. They were in 2021 where Avacts is today...
Ok so watched todays and previous video and I take back everything I said about takeover offers not exceeding £1. This is a >£1b company and we shouldn’t accept anything less than that. Actually I think we can slice off parts for £1bn deals and keep much for ourselves to develop. The wider industry will know this now, or very soon. We need to get this share price up. I’m adding tomorrow.
That is his comparator deal for Avacta. J&J buying 'non commercial' stage Ambrx for $2 billion. £5 a share has been discussed?
Yeah, loved that comment. Pleasure to be of service Alan.
He did say the pi’s are an important group because they provide liquidity 🫤👌
i suppose ever the scratty ****s are one step up from us lot pl…
We are now with latest data comparable to Johnson & Johnson $ 2 billion deal with ambrux that happened a few weeks ago , wow we have nothing to worry about then🕺💃 from 36 minutes in alistair comparable 😜😜
Those specialists were hardly digging deep if Alan also needed other 'high quality' funds - you know, like that gormless scratty **** laughing with Paul Hill about how much of a no brainer it was thanks to the whopping discount.
He’s banged on about the specialist investors for some time. I hope it’s the latter and the low placing was under the condition, as much as it could be, of a high exit price.