Member Info for RichKen

Evening All,
I was just catching up a few posts. I was amused by Merchantbanker. I could write 20 posts with multiple reasons why Avacta is a superb ling term investment and why I still believe that the valuation in time will be many multiples of where we are today.
For balance I could say that it is disappointing that getting even the most critical testing options to a point where they are fully scalable with the highest precision has turned out to be much harder than expected and this was not helped one bit by early excitement with having Cytiva onboard. That turned out to be a complete mistake. Now we have partners who know who to get the POC LFD to market.
However critical Covid19 testing is to us all now, that is just one of 50 plus huge revenue opportunities for Avacta.
I will leave you all to have a great evening. I remain fully committed to my Avacta investment. Today was the start of the recovery. But, we have huge upside and multiple inflection points coming very soon.
Cheers Rich.

I was pointed to this company last night. Good timing!
It looks to me to have significant upside so have bought 3 tranches of shares this morning.
The speed of the progress here looks very good. A company quietly getting on with the job. The market in the US looks huge.
I will add some promotion on Twitter! There are some great opportunities here.
Cheers Rich

There is a lot behind the formation of this company and what it will achieve. Renewable projects and energy storage particularly are the complete future of global energy production and elimination of fossil fuels. I am sure the set up of this company will allow many investors to gain access to some closed doors in the renewable energy space. There is clearly some foresight in the directors to set this up and early investors here are likely to see very quick increases in share value. It remains a a bit of a mystery what the story will bring. Given the number of nods and pointers which have come my way on this I have bought a considerable stake and already it is showing a good profit, but this is just the foundations being laid so looking forward to some news items which will take this to the next level.
Projects across Africa, India and the Middle East are going to see huge investment innovative infrastructure over the next decade and if Pineapple can help add some refreshment to the sector that can only be a good thing!
Great to be here and wish all new investors the very best for 2021!
Cheers, Rich

HI Libero,

Sorry about that! I hope they have realised that you are you and I am me! :-))

I am sure that this will be a monumental year for the vanadium industry and I think we will see over 50p easily this year and we might get close to the magic £1 billon company value. Seeing the development of Vanchem, growth at Vametco and the electrolyte plant close to completion or even operational. Add in BESS projects and you have all the right ingredients.

I increased my position here again some time ago and I see a solid growth here. Good communication will help from the board, but results will be key. The world of VRFB and its market grab is growing all the time and with Invinity and Enerox investments and opportunities I a exceptionally bullish on the vanadium market! I am not the only one!

Best wish to you too!

Cheers, Rich

Good morning all,
There really is a buzz on the progress of Bushveld at the moment and the increase in vanadium prices as well as the number of VRFB around the planet is increasing at some rate. The advantages are clear.
There is always great content on this board and some amazing contributions.
I have to say that the effort put in by LG yesterday in his series of Q&A was exceptional. I am amazed that each post has not had more recommendations!
I would expect this year to see many of these new projects delivering exceptional share holder value.
Looking forward to seeing a strong return here in the years ahead. The progress on the electrolyte plant will be especially significant. Let’s hope the SA Eskom projects give the nod to their own local supplier and show some foresight.
Exciting year ahead I am sure.
Cheers Rich.

This is one of my top stocks for 2021. I am expecting multiple news updates on 4D projects as well as a huge lift on the the NASDAQ listing. I have added significantly over the last week and I am very confident that we will see some excitement here each quarter of 2021.

Happy New year All!

Cheers, Rich

The Introduction:
Avacta is a Biotech company with two operating segments, the Therapeutics operations based at Avacta’s Cambridge site (pre|CISION™ ) and the Diagnostics operations ( Affimer® ) in Wetherby.

The Expertise!
Avacta has two key areas - Affimer® technology a uniquely developed technology which is used as a diagnostic to find virus’s based on a human protein called Stefin A. The Affimer® platform is Avacta’s proprietary therapeutic platform with its intellectual property covered by several patent families.

Projects:
Affimer® technology projects with LG Chem just on licensing can be worth up to $310 million.
ADC project backed by Astra Zeneca for PBD Warheads - loaded affirmer drugs $500 million.
A joint venture in South Korea with Daewoong a leading Korean pharma company, to develop the next generation of cell and gene therapies, incorporating Affimer proteins to enhance the immune-modulatory effects. Avacta holds 45% of the business but the finance is provided by venture capitalists where the market potential is still too large to actually pinpoint as there are NDA's in place so the market information can't be shared. A revelation in the pharma world.
The huge project with Affimer® technology with Moderna which again will give drug deliveries for mRNA delivery is still progressing. Huge potential!

Affimer® technology to detect Covid19 using Antigen tests the partners are Cytiva (LFD) and Adeptrix (BAMS) with distribution through 4 Mass Spectrometer suppliers (both close to production)
There are existing 5 other Affirmer evaluations progressing, 17 other projects already delivered for evaluation, and a further 7 development projects initiated! Just the start!

The Expertise:
Avacta’s pre|CISION™ technology can be utilised in a drug conjugate linker or to generate chemotherapy pro-drugs that are only activated in the tumour.
When added to a chemotoxin, the pre|CISION™ substrate prevents the chemotoxin from entering cells and therefore renders it inert until the substrate is cleaved in the tumour microenvironment. Using this pro-drug approach, the systemic exposure to the chemotoxin is dramatically reduced, and the safety and therapeutic window of these powerful anti-cancer treatments are improved.

The projects:
pre|CISION™ partnerships which are looking to start with opportunities in AST, Breast and Ovarian cancer the EU/ US market potential is around $1.5 billion.

Research Opportunities for the investors:

Key Investors - https://avacta.com/investors/key-information/The last Presentation:
https://avacta.com/wp-content/uploads/2020/09/Avacta-Group-plc-Interim-Results-September-2020-v2.pdf

Latest from Avacta: https://avacta.com/news/
and https://avacta.com/investors/documents-presentations/

A good read from a well-known researcher is found here:
https://aimchaos.files.wordpress.com/2020/10/avacta-group-update-iii-part-i-1.pdf

A great Investment for 2021 and beyond! Happy New Year!

Hello VanV! Happy New Year to You!
I have been watching from some time and been looking for key triggers. As progress is moving forward, it was definitely the right time to build a good holding. It is part of a very balanced portfolio encompassing many future energy technologies as well as other fields. You know some of them ;-)
Exciting year ahead here. I think a 3 year holding will be advisable to see the best returns here and then we will see how progress is. There are so many trying to use mixed co-mingled plastic for new projects. but, the key thing is the worlds annual production of plastic parts is not going away and we need multiple solutions across the planet to deal with post consumer plastics.
Cheers, Rich

Kenny you video is from a different company - there are two Herbold companies in Germany. Neu Herbold were an off shoot of the original company. Herbold Meckeshiem is the one of the largest suppliers of plastic washing plants in the world.

Principles are similar but one is much more advanced! I know I have worked with both!

Just for information.

The issue with many prices made from polymer is to give the product its key technical advantages it is blended with other polymers or the product contains multiple layers all from different polymer which is unique. These for example used in some ling life food product packaging means an oxygen barrier layer. These products can not be recycled.
Medical devices are in the main today made from various specialist polymers, when you then put then in contact with blood, human tissue etc they can only be incinerated. These products could all be used the DMG process.
I hope this helps.
Cheers Rich

Telephoneman it is not quite as simple as how many times a polymer can be recycled as they have two ways of adding recycled plastic to the new products.
1. You add a percentage of “rPolymer’
2. You create a multilayer product so the recycled polymer is in t he middle layer of the product.
It depends on the polymer and the product.
Cheers Rich

BlueToff, thanks for the question.

Plastic recycling in the Uk is dealt with using plastic Recycling Centres which positively sort for certain products.
Typically:-
PET Bottles - these are washed and recycled into rPET
HDPE Milk Bottles - There are refused as a percentage into new milk bottles as rHDPE
Certain PP from bottles and packaging - for rPP

Then you have pipe recycling for example PE and PVC and then a full dedicated recycling of PVC window and pipes which is used in new windows and pipes.

Industry is well set up in the UK and across Europe for these processes although the investment was limited as the energy consumption and water usage in these processes is expensive. Typical costs of 'rPolymers' are more expensive than new or 'virgin' polymers due to shipping energy and processing costs. The use is driven by the green agenda, but to be honest it is vital that we use these plastics again. The Oil industry don't like it though as they are already on a huge decline.

The key parts of these plants are sorting equipment using IR and camera tech, density separation, metal separation to remove non desirables, then washing plant to remove food and chemical contaminants. Then next step is size reduction, shredding and granulation to bring the parts to a size of 8 to 10mm which can then be feed into the system - either for reprocessing into 'rPolymer' or feeding into the DMG process to produce power and or hydrogen. These projects will be managed by either PHE or other partners or potentially large recycling companies like Biffa, Viridor, Veolia, Grundon who could be potential customers around Europe of the these plants. Of course Protos is the first partner. We could see a consortium of energy suppliers getting involved like the oil companies, think BP and Shell as well as new hydrogen companies.
There are many opportunities for recycled plastics, but contamination and quality are the key stumbling blocks. This process reduces the cost and the risk and turns the waste polymers directly into a highly valuable product be it electricity or hydrogen.

Not sure if this answers your question but gives you some insight. Here is a plastic washing plant! https://youtu.be/4T8xZwyLVNs?t=1

Cheers, Rich

This is one of my new exciting holdings for 2020 and the journey in 2021 looks like a very strong upward movement. This is an industry I know exceptionally well, as I sell plastic recycling machinery as part of my portfolio of products.
There have been many companies trying to unlock the issue of co-mingled post consumer plastics which are so difficult to recycle. I think this solution which has had many ideas in the past will actually progress into multiple plants around the planet.
The number of opportunities in Europe and especially in the Asian countries is huge. They have no current collection or motivation to deal with plastic waste. But a solution like this in place and increase it in scale and you have an exponential growth opportunity which will not have been missed by not only the board but key investors who are looking at the the successful completion of the first Protos site. Success on completion will see significant projects on very scalable size.
Looking forward to valuable content here and on Twitter as this project is developed.
I wish you all a Happy and Prosperous New Year.
Cheers Rich.

It could well be argued that 2020 has been a huge year for Avacta. The price has risen from 16.5p to 112p. The opportunity's to develop multiple new tests and bring many new investors into what was a previously unknown Biotech company is always great news for the company and the board. Of course many investors expected Avacta to come straight in use the amazing Affimer tech and release a test to market within weeks. The reality has been somewhat more inline with the pharmaceutical industry that even in times of great need we need a product which is dependable and safe for the market. Avacta have many goals and the key is to get right into the therapeutics world with a world leading and ground breaking chemotherapy delivery system. This will turn Avacta from a growing UK biotech business with potential to a huge revenue driven super exciting Biotech which can list in multiple markets and go on to be a global player or be seen as such a good company that it gets bought by a much larger player. Either way we have a great story ahead.
2021 will see many developments which the company has made abundantly clear on its detailed website, but the pre|CISION project with AVA6000 delivering chemotherapy drugs to destroy cancer cells and tumours is by far the most important opportunity in my opinion and this alone is a massive reason why this company will be one of many of 2021's investment stories.
I am very comfortable with my holding here and I expect that it will grow and grow over the next few years. I am certainly not looking for assurances from reading LSE. But, it goes to show that the regular large number of posts here that interest and expectation is still high. Even the most persistent negative posters would not spend their lives writing drivel if they didn't hold an interest. This investment will be a great story and patience will deliver many surprises in 2021 and even larger rewards in 2022.
I wish all those who are invested here every success in the year ahead. All the best.
Cheers, Rich

Well this is my question - https://twitter.com/RichieKennett/status/1340994806529581056?s=20

Might be a little more interesting!

In every investment we always look for some differentiations that make a business stand out. When Avacta took the IP for Affimers they could see its potential. It is clear as these new projects get announced that it will continue to become a growing IP which will become like a biotech form of Microsoft / Adobe / IOS software which will be needed across the whole medical world. These licence agreements could continue to be announced over and over again with many companies needing essential IP to unlock their progress and Avacta has this to monetise its IP over and over again.
Most people here have invested in 2020 and found a great company. In the years ahead those who bought in this year and say with it will be feeling very smug.
Avacta has so many opportunities in so many fields and I am delighted to grow my investment here. 2021 will be yet another transformational year for Avacta as it steps up to the needs of our planet.
For those patient to hold I can see huge growth and todays news is another step forward in that path.
Have a great day all and keep safe and calm!
Cheers, Rich

I have spent some time researching and have taken a 2 million share stake. Interesting opportunity I think based on a 3 to 6 month initial investment. Will be watching carefully. Could easily turn into a long term investment depending on progress.

In the last two weeks yes! I can say I have.

I don't care that none of the usual suspects on this board would believe me but it is a fact. The ironic point is people ask why did you not buy everything in one go when the SP was 20p, 40p or 70p? The answer to this question is it depends on where the money is invested and where your confidence is. Different investments and opportunities yield different returns. When managing your own portfolio and business you can make moves at strategic points which suit the moment.

You all know that I am extremely positive about a long term holding here and I fully expect multiple inflection points which will increase this companies value hugely over the next 2 years. Given the MM's appetite to rise rinse and repeat, I would never say I don't tap some of the top and buy back in as this is the easiest way to increase ones holding.

I am not under the water here at all and my holding has increased thanks to the market manipulation. I cannot say that days when the MM's drop the price for no reason are not eye watering in terms of seeing money drop out of the portfolio. But. if your conviction is there and you believe in the future of a business like Avacta than it makes sense got do what I have done.

I will reassure all the dumb and gloom merchants here that I will not be posting much hear at all! If you have something positive to add you can reply on Twitter. Insults will not be tolerated and you will be blocked if you do!

To all genuine investors and those with manners and respect I wish you every success in your investments. Look at the bigger picture is my only advice and ensure you use your ISA allowances or SIPP and invest wisely.

See you soon! Rich

I think people are disappearing up their own lost points on this board!

If your are invested you should be very positive if you are not, then you should consider it. But talking absolute rubbish all day long is about as useful and helpful to investors as a chocolate fire guard! If you don't now, don't make it up!

The company is working hard to deliver on all solutions. What more do you all need! Point scoring is a hopeless task!

If this board got back to where it was in April it would be a much better read for all!

Up to you all really! You make the board what it is at the moment and it is a sad mess!

Good afternoon all!

I do, but not this week...

Ah! Rich Ken, Knows a little more but he is not saying anything. To many NDA's

Oh and he is still buying...and yes I am allowed too!

Just think about the points made by Alistair Smith yesterday. Put the. pieces together and he has given you all a big hint!

LFD - two, BAMS - close, ELISA - the global reference tool

What does the world need mass testing even after the vaccination process is started. Airlines are all talking about testing before flying and countries will want arrivals tested too. Hospitals, medical centres, dentists the list goes on! 2021 is going to be a year that people will not want to be out of Avacta!

Still thats me on LSE for a few weeks!

Oh and RD would not what is going on unless someone pointed it out to him..good job he and PL "The Covid Brothers", have each other ;-)

Nice to see we are blue. I think we are going to be a a lot bluer still soon. The cork will be out the bottle.

Cheers, RK