Member Info for beinthelead

Hahahaha - Can relate to that Timster.

Age and IR35. Very simple. Plus, outside of scope roles are very much few and far between. Especially those generating a steady £1.5k/day. He wouldn’t get that cash 40hrs week for 2 years solid.

It makes no difference to his ability to deliver on his work.

My guess would be that this data is saved for an impactful conference. Should be stellar.

Nice to see Derek is all friendly.

Must have missed the riddle. But can guess the source.

It matters not Timster, as you know. But I’m genuinely intrigued as to why a £1.5m buy did nothing to the SP. Like I said, doesn’t matter

Umbongo!

How could this have been a buy with the recent price action? Surely if it were a buy. We’d be through the roof?

Funny thing is Timster, the TG group are led by Albert, who signals sells on gaps. Which is what has happened here of late.

Date I say, Ophidian is well out of that crew!

Hahaha - good discussion 👍🏻

Agree again. Re the SP slide, it matters not.

My criticism is with his commercial flip flopping. Be respectful, don’t take the p155. We remember the ramping, now don’t appreciate the playing hard to get.

All good that NY, and certainly a narrative of get behind, and possibly change my investment strategy around. Trouble is, AS hasn’t said anything like that, up until lately when the ‘inflection point’ he such described never appeared.

It’s all excuses to me. If we had a deal, nobody would be kicking it back hoping for more in 12 months. Key difference.

Ophidian - happy to exchange 👍🏻

I’m quite direct in my criticism, sometimes flippant. But by ramping, I meant by AS, as in nothing else to wait for before knocking on some doors.

He needs to start selling. Simple.

Exactly.

Analogies aside, there’s no longer anything left to ramp. Data is there, platform is done, he’ll be judged from here on in. Can he sell it? He’ll be moved on next year if he can’t. That’s for sure.

He needs a resolution for the CLN. Yet another ‘well sort it” statement that’ll land when the commercial update lands. Or the FAPI PET project lands. Or the detailed data pack lands.

The more you looked the more infuriating it gets. He blew his last chance of nailing this strategy.

I’d be very happy with a sale of sorts, at a value less than what could be realised, say in 12 months time.

The substrate could be licensed in multiple ways, maxmising commercial scale.

Cash to fund AVA6000 through P2. Most importantly, validating the platform externally.

Very simple strategy. One that needs enacting.

Ophidian - I understand the analogy, but don’t buy it. This tech has progressed flawlessly, albeit slow, therefore commercial interest has been had for a while. We had an uptick in Jan, a further uptick in October, so where are we now???

We can’t wait forever. He has lots of options that can limit the ‘damage’ while progressing tangible value drivers.

He is commercially lacking. Severely. Worse than that actually, he’s dangerous - as he continues to edge a deal to lose every bit of trust investors place in him.

How the hell is he able to convince an II to part with their cash at this rate??!

Vert - that makes no sense. This isn’t about them sticking around, he’ll, they’ve stuck around for over a decade already. My statement was around their value, of which I see very little.

I think it’s a distraction Timster. Won’t amount to anything tangible for us - just not a fan of the Affimer generally, almost zero interest from any commercial partner. Been dropped more than picked up.

Agree. Please stop with the sensible posting - two alignments in one week.