Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
"..but the sooner we get AVA6000 to market the better .."
This imo is not the major driver, but rather the broader commercialisation of the Pecision platform which we are tolď is now proven and ready to be commercialised subject to negotiation.
"But I believe that in fact they cannot move on to the 2nd cohort until the 1st cohort finishes. The "parallel" refers to the fact that they can dose all 3 patients in a cohort at the same time."
Wouldn't it be great if #AVCT spelt this out explicitly.
"You are all assuming he was pushed...well maybe as a scientist..."
or maybe it just makes sense allround for AS to have gone now, take his pay off and his exercised option shares with him.
With a fair wind He'll be quids in in the long run - look at the after tax if you know how.
I'VE been considering the taxation of options and wonder if the final decision by AS to leave was taken on 9th April and a combination of valuations at the moment and £M severance package may actually mean that everyone, including AS are reasonably happy with the situation.
Hmmmm
Look more closely at their news flow
https://perspectivetherapeutics.com/newsroom/press-release?i=130069
Strategic agreement and investment in January plus couple of further dilutive raises shortly after totalling 50% is dilution ( I've not done the exact numbers )
It's the way they do it in US they raise and dilute ti increase the overall pie.
The AVCT model upto now has been to try and minimise dilution - there are pros and cons of each method.
Ultimately the moment of truth for either method is when external investment interest from BP is attracted - the jurys out on that at the moment, but maybe not for too much longer.
"You can't argue the incompetence part though"
Who said running a listed company was easy - alot of nuanced decisions way over the heads of the majority of PI investors.
The good news is spouting/venting shareholders have no real power. All they do is sour the short term sentiment of our investment. Bit sad really but at the end of the day a self correcting mechanism as they convince themselves to leave.
"Don’t agree with the note in the RNS about future cash payments being possible, that seems to be buckling under pressure from the shareholder groups that are complaining. Would have preferred they stayed silent, seems a little unprofessional."
I think it's called diplomacy.