Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
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.
JT - don’t mention the Affimers! 😊. As you know, I’ve fully discounted that partnership. I don’t think it’ll go anywhere. This tech is enough for anyone to have delivered.
I’m the first to stick the boot in BV, but navigating a company on this market, to get to platform proof is a pretty stellar job. Time taken is a joke, I might add.
He took a risk on the tech where others didn’t even notice it. Risk rewarded - well, nearly.
Bottom drawer Timster. Unfortunately.
Sir Al will have no choice. He’ll be gone before long.
JT - Chris confirmed yesterday that the short study would be a mixed pop. Refractory plus naive. Which is great. Should make selection simpler and speedy. The patients should want to join, having seen the efficacy results published yesterday.
The tech is superb. And the regulatory path they’re navigating really is clever. The complete lack of funding clarity, and misleading of investors is what’s dragging the SP, totally diluting the good work being achieved.
Agree with all 3.
The affimer will never save us. Don’t remind me of that failure.
PK, after 2 years not available. A joke.
Again, fully agree. Takeovers will not hinge on today, tomorrow, or AS. I’m really cool with the company potential.
I’m not cool about AS. With respect, I understand the predicament and have spelled out why he’s done for me.
Again, tech mega happy. Give it to somebody who can get it into the arm and pay back those who’ve backed it.
Absolutely, NY. Hold out for the best deal.
Key issue; Stop saying you’re in the deal window, edging deals, then to kick the can in the hope all with forget.
Stick to a consistent story, however long that may be.
This pack was meant to be a detailed pack. It wasn’t.
This pack was the inflection point. It wasn’t.
This pack proved the platform and signalled deals. It hasn’t (yet).
This pack was the pathfinder for a long list of chemos. Now it isn’t. They’re old.
The market size for dox was “$1,2 - 5bn”. Now we’re told not to get too excited.
He’s now lost the commercial dressing room. No acumen.
NY - he’s not transparent when he wants cash. He speech was totally at odds with what he said even 6 mo the ago. They were in the commercial window then, but now only starting the curve today.
He hasn’t a commercial scooby. Fantastic achievement with the tech, move over and take the help.