RE: Q4 Completion14 Dec 2022 13:56
There’s a lot of defending going on across the platforms. LTHs are here for the tech and are convinced by the impending outcome. Very simple. Delays happen, no problem with the tech.
However…
The defence is not for the tech, but the SP. Lots of concern/worry/anguish over where the SP is/could be on slippage.
So - Trial ongoing, great tech, progressing brilliantly. Avacta have been fantastic in this regard. Funding - genius. And must have ‘collateral’ (data) to substantiate.
But - The SP. It’s likely to drop to levels where most can fill their boots if he fails to deliver on a Q4 data update. As in, lower than placing. Investors rejoice! That’s where it’ll go. His comm’s and planning are dire. This isn’t a 40+ day slippage either. It’s months.
Therefore; if you’re tracking and ‘investing’ in the SP, by all means moan. Its warranted. Invested for the tech - let it play out. I believe they’re about to revolutionise oncology.