Member Info for 13thmonkey

1.5bn is UK and US only, no Europe no Asia, Australiasia. I'm discounting Africa as they are too much of developing economy, and 1.5bn is based on current usage of doxy which is very constrained in terms of number of doses and health conditions/age. I see that increasing.

Rah, aren't these take over values as a multiple of future peak sales? Indicating that if you have future peak sales of 1bn (to keep the sums simple) then a future owner is willing to pay a range for 3 to 15bn for that revenue, with a middle ground of c9bn. And that's priced for a drug, not a platform.
Starbright, to me that's quite reasonable, as a take over is a very likely end game. And it's important to note and reiterate that it's agreed future sales, in some instances they haven't been due to appear for many years so are estimates. For a future owner that would be 100% of revenue, and as others have pointed out if we don't get brought out then it'll be a pe ratio exercise based on a high profit margin and whatever percentage of the market we can grab. Not being brought out however means we need a lot of infrastructure to manage the production, distribution, support etc. Even with this a high pe can be justified if the market is growing, which given a choice between side effects and no side effects, as clinician you'd opt for no side effects so it would grow. Again this is for one drug not a platform, put platform revenue and profits into the sums and the result is reasonable.
Yes pricing action isn't supporting it at present, but its based on what solid information and fundamentals are visible now.

No, lfi diagnostics, seemingly beneficially owned by her husband.

This is their quote from linked in:
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Kaizen Clean Energy
Kaizen Clean Energy
939 followers
20h • 20 hours ago
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Excited to announce our agreement to provide KCE's integrated solution to support Extreme E's goals of taking their event series to 100% carbon neutral hydrogen energy.

Working with ENOWA and our technology partners, our systems will generate carbon neutral #hydrogen onsite for fuel cells to support event power and vehicle #charging.

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That looks to me to be H2 generation.

Lead is about $2k per metric ton, that's a nice number, could possibly be a premium for 'green' lead?

Wiggly, they have to match the index, so until the 30th the index held Avacta. They might have taken the opportunity to set themselves up to take advantage of an known date where there would be sales, but they could not have reduced their position until the 30th.

Blocked for too much posting whilst drunk

I'd say the longer it takes the better, up to a point. If it was quick then it's a smash and grab get the money leave a dead carcass behind. And that collection of cash could have been achieved rapidly. Longer must mean that something more meaningful is going on, afterall what else could they be doing. But too long and any cash generated gets sucked up in fees. I think we're approaching too long personally.

Isn't a qual (the value put on providing an additional year of life at a level of quality) about $150k in the US and £70k in the UK? These start to provide an upper limit to costs.

No consideration for the cost of managing side effects. Interestingly narrow view of cost.

I'm sure he's sat there thinking let's not bother about orders, who needs them, can't be ****d. /Sarcasm

Yep at 5%, £10 per £10k per week.

Or read the documentation and make your decision, you literally agreed to them doing this.

I've considered the sequoia position myself, the 2.9% level would have been no accident, but the register that Avacta keeps has not had them drop further, so I'm assuming that as they have not done it during some of the recent swings (49p) then they understand the potential and are playing the long game. But that still doesn't answer my question to myself of why choose to sell to drop to just below the non reportable threshold.

This is the system in general, not the one that Avacta has chosen to use. So rail against the stock exchange. And it was clearly stated in the documentation.

This is how open offers always work. It was clearly stated before you took up the offer and applied for excess shares.

Why would it be? The previous RNS very clearly said no new information.

My opinion, for what it's worth, the revenue has been increasing year on year very nicely, very close to profit. So at the current mcap it's bottom drawer for me. GB was not the only sales person. It'll take very little for this to turn around, yes the dilution is unpleasant but it's happened.
I have asked them to issue a statement as to where we are with China etc. Dead in the water or ongoing. Also to ask them what are they doing about the leaks, if the broker is leaking to TW then they need to go as that made the situation around the raise worse. There's no point me selling, so I'm just sitting on these.

Thanks for your insight.

Could go up because of the interest, could go up and then down as people sell for an easy 20%, could go down to maintain the mcap with more shares in play.