Member Info for RichKen

Well it is amazing that Avacta Investors are not doing anything other than buying.

However, there surely must be many PI investors who are going through very challenging times and given that so many people in the UK are possibly struggling and may need to release funds to make life possible we have to accept that on days when the share price hits higher levels some will be forced to sell some shares. I am not talking about multiple round number sells. So posters need to be aware that we are all indifferent situations.

So as time goes on we need to be aware and be considerate of our thoughts. For all here invested, it would be incredible to see Avacta expedite the test solutions to market as quickly as possible to make a huge difference to reducing the spread of this devastating virus.

Cheers, Rich

Listez82, thanks for your kind words!

I would hope that if any of you met me, you would not see me as a slime ball or any other description. If I can help anyone I will and I always try to treat people as I would wish to be treated! I know you cannot please all the people all the time! My investment here is 100% genuine and if I say I am buying I do!

Mrs K, is coping as well as she can 18 months post major surgery. She is an inspirational lady and she is very pleased to be invested here too!

In terms of research I have said before when you have so many people working as a team you can find out so much from multiple sources and backgrounds. Unless you are on the Avacta BoD, we will never have the full picture.

This board today has been very good and long may it stay that way. I do have direct contact with many investors and they are a really great bunch of people. Lets keep this board cordial and it will be a great place to be.

To be on subject, with a substantial preferred product on Moonshot Avacta are going to be perfectly placed to play a significant role in mass Covid19 testing and potentially save the country billions with its are you infectious test

Cheers, Rich

I do Timster, but I have multiple contacts in the medical device manufacturing world and have a multiple NDA's in place so I may know more than I am allowed to say! Those things I cannot and will not share.

But I am am positive and will be so for a long time to come, with Avacta. The supply chain in this industry is small and it comes down to the same companies getting repeat opportunities!

There are multiple projects in manufacturing tooling stages for may Covid projects. But very few with the pathway to government approvals. Most are on the hopeful side. I think we will see Avacta are on the delivery of one of the Covid POC essentials - Rapid low cost test products.

The diagnosis parts for lab testing are always in huge demand, but clients are currently having to expand rapidly to produce items for mass testing as well as increased devices and containers for multiple NHS use.

The presentation which we can all watch, which you have kindly shared again is essential information for investors with the know publicly presented facts.

Cheers, Rich

Well the key point, is not the slice it is the hold for the potential/possible buyout of the diagnostics business if Avacta are approached with a offer which is too good not to accept. If you read the research notes there are clues to the value it could be expected to reach.

The share price could be likely to be much higher than the disclosed slice price!

Before the year end we will have ElISA sales, BAMS across the whole of the UK and US and initial sales of LFD in mass businesses for staff and public testing.

Add in pre|CISION stage two clinical trials underway and the share price is hard to see being anywhere but significantly higher.

Avacta are about to really go ahead!

Blue so far!

Cheers Rich

@yorkshirepragma, I am aware of a few manufactures for additional capacity being generated for the LFD parts. I am not able to share detail. Definitely new capacity is being sort which is interesting. Many tooling projects are supported by government finance, but everything else is down to the manufactures. The question they all consider is the length of the manufacturing cycle. The investment is large for any expansion project for sub suppliers. However the Kudos is very helpful and opens the doors to new projects though.
I ran the numbers with a few companies last week and it is very interesting indeed.
The development is definitely growing!
Cheers Rich

DOH85, I know who two of them are!

On Myles, he has a knack of pin pointing the best points on a companies progress curve. Timing is critical to investment success. When you gain the following of thousands of investors, there comes a bump factor when announcing a new position taken.
That’s is investing power and can guarantee a price tick up. The key is ensuring that the individual investor has the ability to time the investment buy in and sell out at the right time. Myles is very fair as he does inform the market when he closes a position. However, if that is a large position it can leave other investors high and dry, so there is no right and wrong way.
To share is the benefit for all. I think that is a very considerate way that Myles has. Total respect to him. We have all benefited from his research notes here on the Avacta board. Back in April it gave a lot of new investors a flavour of the future opportunity which is playing out before our eyes.

Cheers Rich

Great opportunity for another profit for everyone as well as Myles with any new investment here.

Lots of kind appreciation, means I will add comments and thoughts. If it is helpful?

Another buy for me this morning, this is definitely the start of the next step upwards.

Cheers Rich

Thanks for your kind words all!
This is a great biotech business. I am not about pump and dump! This company has a long journey ahead, it has made phenomenal progress and will continue to do so.
Yes I do think it could well list on the US market and I do think it could have a very strong future valuation. So do thousands of other holders otherwise they would not be here contributing day in and day out.
Cheers Rich

cooky1, Welcome to the Avacta board! I see this thread has gone all day.
Research is the key, if you like what you see and you take on board all the potential you may well come to the conclusion this will continue to increase in market cap as projects are brought to fruition. At £1.83 it looks very likely to increase much further.
If you want a target price you should look at the Fincap broker note. That will give you an answer from a broker rather than a PI who you don't know.
I added today!
You should find all information on the Avacta website.
Cheers, Rich

Ok so this mornings drop is skittle surprising, however a drop like that is the time to buy more, not to sell out for a loss! That is pointless!
The key points are really encouraging. Expect the company to continue and build. The SP to them is not as important as the work and the achievements.
The key is to keep you heads.
Investment is a long game.
Cheers , Rich

We are not going back down!

Why?
1. BAMS - Most likely to be the most specific mass lab test coming to market
2. ELISA - Already proven to be the most precise test available in the world using Affimer tech
3. POC LFD - What ever the early supply will be, this test will be the most important as it will be most likely to have the best S&S on a simple test which will meet CONDOR, CE, FDA approval.

Avacta have multiple other revenue streams from other projects on the Therapeutic side which will offer value on their own merit, which will value the company at a point in the future at a minimum of £2 billion. Just look at all the pre|CISION chemotherapy projects starting with Phase II AVA6000 coming later this year.

We have multiple other partnerships which will bring £millions of income which will increase our ability to be a first tier UK biotech business. In fact we already have proven that worth. Anyone who watch the prevention last week, could not fail to see that!

The upside value is so clear to see!

Cheers, Rich

@Seagull, welcome to this board!

Interesting to hear of your experience and your inside knowledge here.
There are 4 real aspects to this:
1. You need need the ability to bring all parts together and have sufficient assembly machines with a capacity of x per day
2. You need the approved and validated process conditions
3. You need all the sub-suppliers to have capacity to meet the immediate requirements of supply and potentially a ramp up of capacity
4. Quality standards in place to meet repeatability of the validated standard

Which part of your supply chain is hardest to acquire right now? Clearly Avacta can supply the critical detection Affimer agents, our partner Cytiva are supplying the materials for the Affimers to be 'laid into'

My understanding is the number of the 'plastic' LFD cases are currently available to meet current LFD type test devices, however the number required for ramp up means multiple new suppliers - hence this call. Are you in a position to confirm or share an opinion on this. if they are targeting 30 million devices that is 60 million case parts with a 'new design saliva collector'

Any thoughts you can share?

Many thanks, Rich

I cannot speak for Ophidian, but I can speak for myself. I have been a huge investor here and have been actively involved investor and continue to do everything I can to promote VRFB technology around the world. I also tried to set up an opportunity in the Uk to sell domestic VRFB, but the opportunity has not been taken up as the production capacity was not there at that time. But, one day it will!

From an investor perspective back in March, the Covid situation was becoming a reality. Having invested all the way from 5p to 40p and built up a a very large investment. There was amount that all major manufacturing businesses around the world would be hit with a share fallback. So sells were required to protect investments. It was damage limitation. At that time investors have to look at the markets where there were rapid opportunities and some here moved funds into those opportunities. It should be clear that many here will have had to do the same. Not because they did not believe in Bushveld or Fortune and Mikhail. Far from it. It was to protect themselves from a falling market.

The fundamental of Bushveld have become stronger and stronger from March 2017 to this day. To be far the opportunity for any new investors is actually even better today than when I bought in in March 2017. The company has superb assets and is a major driving factor in the VRFB market and supported by Vanitec. If any non-Chinese vanadium play can succeed BMN can. It has access and licences on the best vanadium assets on the planet with the lowest operational costs.

The market will come to Bushveld Minerals as large energy stationary storage is going to be a massive global market. Life of the systems as well as the safety and fast cycling is key and a unique selling point.

So don't be harsh to judge, some of those investors who decided to de-risk there portfolios in march could come back with some very strong funds and expand on the previous opportunity.

This board has had the benefit of some very experienced investors and is highly knowledgeable still. When I first found this board it was an incredible insight and Pdub's story was a great inspiration to me and will always be. He was here when other investors hadn't even heard of BMN. he remains a great asset to this board as many others like Alfacomp.

I am a great believer in being fair and kind, Pdub needs our love and kindness now more than ever.

As for Ophidian, he is a great mind with superb analytical skills and what a great friend he is!

This company will do well and that is all you need to worry about.
Cheers, Rich

In terms of the sell price that was the high on close! Good to see this with investors committed to the Fear of Missing Out!

That RNS could drop and any moment early October. Everything takes longer at the moment doe to Covid restrictions and limited travel and meeting opportunities but we can be sure critical work moves on!

Just remember in the presentation https://www.4dpharmaplc.com/en/newsroom/press-releases/4d-hosts-rnd-webinar-microrx-platfrom - this market for Blautix is worth US$3 Billion per year.

Then look at the MRx5018 Combined with Keytruda and the indicated improvements for patients with non-small lung cancer and renal cell cancer. Those two opportunities from the ongoing Phase I and Phase II assessments have been very encouraging. When all else fails these increased opportunities have given hope. 120 patients are included in the assessments. That will take time but improvements and opportunities for Immuno-oncology is a technology which any of us suffering from these two cancers would be pleased to think they could offer hope. Next readout news late 20, early 21. This are being carried out by MSD and the MD Anderson Centre.

Investors mayn't fully understand this work and what it brings, but if you had a loved one suffering with these cancers you would be wanting everything done and this is one such opportunity. So this work is vital.

Please do research. It is not just about your investment value, but about the life saving potential!

Cheers, Rich

Well hello we have a buying flurry! Up she goes!

Would you really want to be out of 4D when the mother of all RNS's lands. History says it will be a 7:00 am one!

We have multiple upside targets and they are way above anything starting with £1.xx

Exciting times for 4D Pharma.

Cheers, Rich

Well now is your chance to buy before the next move up and this will be a much bigger rise!

I see the board continues on its path way of uselessness!

However, the focus comes to Avacta with less opportunities for competition. There is no doubt for those whnting to be invested in the best UK opportunity for a useful POC Rapid Covid19 test there will be only one real option and that will be Avacta.

In the meantime the most accurate lab based test is close to Condor approval and all other regulatory paths being completed and that means Avacta will be offer a real addition in labs to the PCR tests. This will reduce the backlog and increase the number of testing opportunities. That will be very valuable!

News is coming very soon! The value here will accelerate quickly, and so will our market cap.

Race into the close now! Only a fool would sell a day trade on this one today!

Cheers, Rich

Lionel, for me at this time, I couldn’t come up with a credible stock price prediction. The company has progressed and delivered on multiple objectives and yet even with the opportunity now to build up the incredible assets at Vametco and Vanchem as well as having the world’s largest high grade vandium mine with a licence which can be built on and brought into production to meet global energy storage needs, the market is asleep.
The opportunity will be the China factor. If anyone is likely to come in and fund multiple projects and even purchase Bushveld it will be the Chinese. No country has taken bigger chunks of the African pie and built its resources like China. Watching these enormous VRFB projects coming together in mainland China the need for high grade vanadium will be there and huge. If the Chinese producers see this as a need they will be banging the door down to build up capacity across the Bushveld complex and the SA government will be paid handsomely to ensure it is facilitated.
That could be the windfall that Bushveld share holders will finally see the value they hoped for. Will that happen, I think it is highly possible in the next few years.
Let’s see new investors and a strong story unfold again and then we can get excited about the share price. We have a few months left before this really takes off. Then the investors will be back in there droves. Let’s hope so.
There will be a huge opportunity as it is right now.
Cheers Rich
Without any predictions on SP! ;-)

I know there are some people who have odd agenda's on these boards, but it would be so much better for all if people made points less personal and focused on the company and topics which are relevant. I have reduced my posting here because there is so much rubbish posted here it is actually negative to the incredible opportunity which is before investors. If that is your agenda then I guess that's why you fill the board with pointless drivel all day.

What this share chat board needs is focus and key discussion.

We have had a very good recovery this morning, we are on pathway to incredible success with the BAMS test, ELISA test (with the best performance S&S of any test), the POC LFD which is going to have the most enormous government orders, let alone international and business opportunities.

The targeted chemotherapy and multiple other pipeline projects bring so much to share and discuss. How easy would it me to drown out pointless points with useful shares here and make this board useful for readers.

Have a good day all and let's see this rise into the £2 plus again before the end of this week. Then a target of £3 to £4.

Cheers, Rich

Here is a starting point for you all - a pipeline of cancer projects in the Avacta pipeline!
https://avacta.com/therapeutics/pipeline/

Zengah, for a realistic valuation the Board will need to move 4D Pharma from AIM to the FTSE. I am sure this will occur for the listing on the NASDAQ.

I think this will be announced this quarter, but will be unlikely to be completed until Q1 2021. This will open up 4D to a much larger investment audience. Given what we expect to hear in the next few days, there will be many investors looking at this, but they will not want to be at the mercy of the market makers, they will want to see a full automated book using SETS.

So expect a two fold upside, for both news items. Rise number one will be Blautix, and rise announcing a dual listing and move to the FTSE.

Let's see what happens.

Cheers, Rich