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It would be good to understand how the agreement with Thales will be affected by this. They were meant to have a site ready to take the LIGHT components at the beginning of 2018, this clearly isn’t happening. More importantly will they still provide the 2 production lines to produce 8 machines. I would have preferred to have had the conmericial drive of Thales behind this rather than more academics.

I thought Thales was going to do this for Avo. I wonder if this means the plan to use Thales has fallen through:

The RNS said the deadline was 31st March for the Chinese to finish discussions with a major distributor. I would expect to hear something the beginning of next week about what’s happening with the distribution agreement and the money. If we don’t hear next week then I will be a bit annoyed!

The difference from 2016 is Yanti have skin in the game now because they own 29.9% of the company and that moneys in the bank. In 2016 AVO only had a few of he modules manufactured and the deadlines were unrealistic. I’ve held and topped up through those tough times and am still holding a paper lose. I will keep holding as long as they keep hitting their tech milestones and keep the financing happening until 2020/2021 which is the earliest we can expect them to start selling machines and bringing in money.

They did say in a recent RNS "Yantai Cipu has also informed the Company that they are in advanced negotiation with a major medical equipment and pharmaceutical distribution company in China for a collaboration to accelerate and strengthen their market access in the People's Republic of China, Hong Kong, Macau, Taiwan and South Korea (the "Territories"). The Company and Yantai Cipu have agreed that it is in the best interest of the Company and its shareholders to extend the Long Stop Date for the Distribution Agreement until 31 March 2018 to enable the satisfactory completion of the negotiations with the new participant." I take that as positive if Yantai Cipu are in discussions with a major distributor. The Chinese Authorities approved the transfer of the �13,500,000 so that is also a positive. As long as they keep hitting the tech milestones they set themselves. I imagine it will be these that boost the share price for the near future until realistic sales are made.

Avo shares have done this since I have owned them and there isn’t always a reason. IBA the lead provider has released their annual results which weren’t good. They blamed a lumpy proton therapy market. His could cause fluctuations in AVO share price. Or it could be nothing.

Could be the east from the beast part 2.

It does seem to be a complete new start. And the machine sounds just like Avo. I don’t have any concerns though as it sounds like a right fish and chip outfit. Harley street looks like it’s coming on well. I imagine we will see another time lapse video soon.

Photos of the excavation work on 141 HARLEY STREET https://www.st-arch.co.uk/news

I would be interested to know more about this company. It only employs 7 people and has recently moved from Thailand to Inverness. They talk about Cyclotrons and how they have "engineered the hell" out of them to produce this Linac machine which doesn't have a Gantry thus making it a lot smaller. I don't see them as a threat to AVO who have a huge amount of brain power to make this work. Just a bizarre company and there is articles about what they are trying to do. I tweeted it to AVO but no reply.

The Director Steve Hunt previously worked at CERN.

Interesting seeing this pop up on Twitter. www.alceli.com. I wonder if they actually have a design that works and how far away they are from production.

I think the market would be cautious if sales are announced too early. Buyers were stung before with the sinopi deal. I feel the next couple of years will be about technical developments giving the share price rise and then on to sales. Until we have a machine to showcase and Thales is ready to produce machines the sales won’t be able to fulfilled. The timeline indicates the 1st quarter of 2019 that the machine will be tested to 230mev and ready to be installed at Harley street. But regulatory and clinical testing isn’t due to be complete until q3 2020 so I don’t imagine they will start producing machines for orders until this point.

Does anyone know how much a single room would be? looking at the Failed Chinese sales the $45million is for a 3 room.

Once the funds are approved by shareholders and Chinese government I don’t see much news until the middle of the year when the beam is through the first CCL. According to the timeline Thales should be ready mid January to receive the LIGHT components so might get an update on that.

I feel they are behind on their own tech milestones. By end of q4 2017 they said they would have a better through the scdtls at 20-25mev but this hasn’t happened. They have only competed low level testing on the units. They still say they are on track to treat superficial tumours by q3 2018 so we will see if they meet that target. The tech news is clearly positive but I feel they are a bit off their timeline.

In an interview the CEO did recently after the financing news said there is technical news in a few weeks. That would tie in with the milestone of SCDTLs being intigrated hy year end. That’s another big step and de risk. Then in the New Years it’s the CCLs that are getting intigrated.

Does anyone know who the Han family are? It says it like we should know.

The transfer still needs to be approved so I hope they have already been back channeling and smoothed the way. Not to bothered by the dilution if it allows the company to bring LIGHT to market. Now we need them to hit their technical milestones before year end.

There is a lot to happen before the end of Q4 2017. -Beam through SCDTLs at an energy of 20-25 Mev -Development of the PPS -Significant long term funding in place. That is a lot of news to come out in the next few weeks. And then Q1 of 2018 LINAC components installation and testing-230 Mev in Thonon so more big news at the beginning of January. I wonder if they will keep to their timeline. I really hope so!