Member Info for beinthelead

Not quite Timster. But there you go.

Thanks 13th. That supports the assertion that Albert is no better (worse than Ophidian). Cheers.

Thompi - thanks for the exchange, clearly you don’t take my slight on Albert personally. Odd that others do.

13th - post Albert’s response and view on the latest RNS on this thread.

Ok then - can you share Albert’s thoughts on the latest RNS? What’s his advice?

I understand the reasons for protecting Albert. And yes, I realise the TG group is at odds with Myles’s ramping.

But Albert categorically told the group to sell as news would take a while. Hence why so many of that group are now against Myles, no longer actively pushing it on Twitter, and very quiet until Albert pushes the next motivation.

All cool by the way, strategy is strategy. But don’t deny it.

Think you’re missing the point. Albert is worse than Ophidian. I’m not a fan of Ophidian, for the rumour crap in the main. But Albert actually told 100s in that group to sell the stock!!! It’s a cult, therefore assume they did.

Also charging for crayon lessons.

Fair enough Mark, but it’s true. Albert has sold and telling others to sell. Something you should research. Like is said, it’s very clear he has influence as none of the TG rampers have surfaced since he signalled. Not even a Stephen Casey high fiving little gunner.

Like I said, be careful slating this board and asserting that TG is more grown up. It isn’t. By definition it’s a clandestine group of people wanting a hug.

Morning Mark - you say that re discord; how do you explain Albert’s signal to sell to the very group AS trusted a meeting with? As in, he’s allegedly sold his stock and telling others to do the same?

Agree, this place is all but useless in the main - but the TG is not much better. Just acts more civilised when it’s actually more sly.

Exactly.

Correction, they’re no longer boosters. They were when will ing to talk about the size of the market potential when wanting cash. They’ve carefully chose their time to play hard to get.

The market will decide - absolutely. When it’s given the necessary to decide. To date, it hasn’t been. The external validation should have arrived already. Simple.

Rerate

When the estate doesn’t happen, there’ll be another reason. Another excuse. The berate should be on platform proof. And a deal shortly following. The platform was proven 6 months ago.

Vert - good point.

I’m not aware of a similar company right now. As in, specialising in a prodrug platform with a bolt on Dx biz.

It’s now Jan according to Myles and RAH. It was days, definitely December. Now ‘early Jan’. Can kicking lessons are catching on.

You do realise Avacta won’t be commercialising AVA6000 or any other precision drug, right??

Derek - are you still invested here?

Mat - I didn’t. I said they weren’t as exaggerated as some folks on here/Twitter suggest. In the context of this stock.

“ Combined with rate rises and risk off growth the SP has held up well.”

This is the trouble. “We’ve held up well”. Mental given the investment case presented 3 years ago. So, again, given what price we should have been with a validated platform, your argument is nonsense. Nonsense.

There is no Calc you could do that could justify the current SP. This risk we’ve all carried, for zero financial gain.

The market isn’t as dramatically different as people say it is, that’s just confirmation bias.

Put it this way, what’s prove would you have placed on full platform validation with clinical dings of efficacy, back in August ‘21? £3 would have been conservative.

Nonetheless, we’re in a fantastic place technically. AS needs his salary aligned to market progression. Even if it’s bonuses on top.

Timster - it’s a disaster for investors. The SP depreciation is no joke. The promises made by AS have not materialised - commercial disaster. He needs serious motivation to move this forward. And quick.

“It's simple in the contracting world, if you aren't good you are out.”

Nah, this is rubbish. But may seem true if you’ve not carried out a senior contracting role. Bizarre thread indeed.