Member Info for Bfdinvestor

Magnum if the figure you posted for his holding at the end of March was correct, he should have notified four drops of 1% each.

The only exemption to this rule I am aware of is if continued selling is ongoing.

so surely if he notified GST on Friday, that implies he has finished selling i think

I'd guess that because the RNS has come out now, he has finished selling

Cheers

Kat, with a million more buys than sells again, what is this profit taking you are referring to?

It seems to be being held in a range, I'm not sure why, but it is fairly obvious.

I'm not expecting great things from the interims, unless the BOd decide to give detailed full year guidance. If they do that, it is likely that it will make the current market cap look completely anaemic.

Will that play out in the SP, who knows

Short term does it really matter, I think most people are here long term because they have researched the market and the leadership of this business

More buys than sells again...another day of joke trading

Quite simple

1. A lot of traders set stop losses at 5-10%. So a quick drop takes them out.

2. Cognitive dissonance, of which a few on here are guilty of contributing to. Create an unrealistic expectation around and event and then pan the actual positive results.

A very similar thing was done to Kod a few weeks ago, and before that Boo to let Ashley in.

There is a description that in the short term the market is a voting machine. That is only partially correct. It's a voting machine akin to a Russian election.

I don't know if this was taken down to facilitate an II, I don't think it would happen for £1m frankly, but there is no doubt that in Aim it does happen

Nope I'm hoping it comes in the New Year now.

Lemonade, this is what I mean

https://www.similarweb.com/website/shein.co.uk/#ranking

https://www.similarweb.com/website/debenhams.com/#overview

Admittedly none of this is exact science but it is pretty encouraging

I love the filter button, it makes many boards so much better!

Actually when somebody starts a thread, or makes the last post, you can see their username as well as the green box

Wyndrum that is a whole set of assumptions based on what ifs and therefore exceptionally unlikely to happen imho.

I don't know why you are stating that I don't think the data is compelling, I actually think the opposite.

My point was that no II or big pharma is going to invest until they have seen proof of concept. You will also know as well as I do that large organisations have complex hierarchical decision making structures.

So I wouldn't say that II's or big pharma aren't interested because we don't know about it yet.

I'd expect any news to take atleast a couple of months.

Time will tell but my view is that a fund raise at a price you suggest won't happen, certainly not on the assumptions you have put forward.

Although thanks for doing it, as I said what you post is thought provoking

Ufo only has three significant investors and they only hold about 15% of the company between them.

I don't think they would accept any low ball offer and I don't think most of the PI base would either.

By low I mean anything that isn't well above a penny

Wyndrum I read your post as aiming to be thought provoking rather than strictly accurate

So a couple of points to pick up on.

Firstly, the commercial director role. If you are referring to Shaun Chilton, then you will be aware that he is a non exec not an executive director. So his role is advocacy, advisory and supervisory, not business development. It seems more than a little strange that the other side of the business has a commercial director but therapeutics doesn't. This is the role that the business requires more than anything else and recruiting it should be one of AS urgent priorities. He should then step back and let a good commercial director do what they do.

Secondly, I think your suggested price for II investment is laughable and I suspect you know that. Most II's, if they believe in the potential, would invest at the average sp over the last few months, with maybe a slight discount. The BOD could also never defend the kind of discount you are suggesting.

Thirdly, licensing deals. It would be exceptionally difficult, if not impossible, to secure any meaningful deal without proof of concept. We now have that proof of concept following on from Wednesday's investor meet. I find it very strange that some folk are casting doubt on the depth of data Avacta hold because the business chose to provide summary data in a form that was understandable to investors. Without full core data they couldn't have rolled up the summary data and somebody like Christina Coughlin wouldn't put their name to it.

Now is the time for Avacta to get on with licensing deals. Perhaps one suggestion would be to move David Wilson across to the therapeutics division, pending recruitment, although I don't know if he is any good.

My personal view on AS is that he is passionate, has a scientific vision but is stretching himself too thin and desperately needs commercial and strategic support.

There is potentially a massive future here, but it needs greater focus and expertise on monetisation than AS has

Bella, yes they could do that, but anybody buying at that scale would cause a massive increase in the SP anyway

I can't see it happening, a large part of the Avacta value is in the scientists IP and at any hostile takeover they would probably walk.

I've posted a few times now that Avacta need a good marketing,/commercial director. The science is brilliant it needs a different skill set to properly monetise it

Notrex

The BOD don't have to put all offers to investors. Plenty of examples where offers are rejected.

In the case of a hostile takeover, the financial offer would have to be so ludicrous that the Bod couldn't defend against it. Or, alternatively, the hostile bidder would need to be able to show it had sufficient support to force an offer through.

The only way to do this, given Avacta's lack of Ii base would be to make a ludicrous offer.

Can't see it happening in the short term

Yes it's another good addition to the Boohoo stable.

Hopefully it will reflect on the sp here at some point.

What I'm wondering is if some deal has been done with Tom Allsworth about his holding. Either a sale to Boo at some point or an alignment of voting

Time will tell

Not so fussed about the UT they happen.

Anybody got any ideas about the massive sell just after, could it be a fund rebalance for instance?

They have always been reasonable for me

Wolfy, why do you keep going on about this sell when you have already admitted that you have no real idea that it was definitely a sell.

As I've posted multiple times, many share prices get dragged down to fill a large BUY order. Exactly the same thing happened on KOD about a week ago.

In my opinion exactly the same thing happened here

What do you think they need to spend more than £0.5m on in the next couple of months