Member Info for Careful

The messaging regarding Avacta's capabilities & the drug manufacturing process bodes well - trials must be going ok.

Some of the Dummy box traders would do well to watch the Science Day presentations

Be a nice kicker to Avacta's finances - If the Affyxell IPO did happen

Don't think it is a bond payment as such but it must be buried in the small print somewhere , that a notice of conversion can be issued.

Bit like the recent 1% of share capital reward to Zeus Capital - who knew about that one .

Intrigued by the Heights manoeuvre,

why now out of the blue ? been above conversion price 75p for a while.

& why would they for this relatively speaking small number of shares ( or amount if sold )

Bravo NFT !!! - superb summary - understandable language

Https://storage.googleapis.com/avacta-analysis/avacta_deep_research.html

Really good read - thanks for posting Gmcc

Https://www.investormeetcompany.com/updates/aacr-2026-ava6103-fap-exd-preclinical-and-clinical-trial-in-progress-highlights-rink-c-et-al/show

I'd say the delivery platform seems incredible .

Https://business-news-today.com/avacta-aim-avct-opens-ava6103-phase-1-can-sustained-release-engineering-salvage-exatecans-clinical-legacy/

Well worth a read !!! - if anyone missed it Courtesy of avctIPmatters 16 mar 2026 17:33

Https://www.investormeetcompany.com/updates/avacta-academy-episode-2/show

Nice

All Eligible Shareholders on the Register of Members at 6.00 p.m. on 9 April 2024 are entitled, but not required, to tender some or all of their Ordinary Shares for purchase by Cavendish, acting as principal, at the Tender Price.

"Tiburn - as it "appears" the MF does not work and only 1100 bpd possible".

I thought we were led to believe the GGS was working fine but increased NGL injection in Oct and Nov just did not happen hence no production increase. Or have I missed something ?

Blatantly tell shareholders via RNS : $500k NGL injection in October and same in November - to increase production.

But it doesn't happen for some reason

Good questions you ask Tiburn .

What happened to the money ? If not spent on NGL then what?

They were on a cost reduction drive and had enabled considerable funds.

It doesn't add up , it doesn't seem right.

Debt : SL $37m (end sept) , BH currently $21m

Must be some deal available if all parties would compromise.

Too much to lose otherwise.

Reckon Atlas held on to 50,161,123 of these - ( RNS on 13th ) - the company issued 53,161,123 common shares pursuant to the share settlement option exercised by a Bondholder for settlement of $1.2 million of Conversion Payment amounts and related accrued interest.

So Atlas didn't buy them but were issued them and held . Who knows the motive.

"Anavios recent actions have been an extremely painful episode. But as it pains us, these are actions that big business/finance employ for their own gains. These are actions that private investors abhor with their resultant dilutions and share price annihilation. Now (sharp intake of breath) they may still be one of (possibly our best) option for a bearable outcome. They are still at the negotiation table playing hardball, but that means they want something out of this other than the senior lender (Summit) pulling the plug on the waiver arrangements and the ensuing sale and creditor remuneration. Therefore a compromise deal should still be available and therein lies HOPE! I know it tastes bad and it pains me to write it, but at this stage all is not yet lost."

may i also add.

Has it crossed anyone's minds to possible reasons why NGL's were not injected as was intimated ,

the simplest explanation is usually the correct one.

They did not have the money !!!!!

Whose fault would it be if the funds were not there. ?????? Answer - Anavio withheld funding.

Maybe Anavio started the poker game and the senior lender will end it .

"I think track record tells us all we need to understand about what is happening.

The SL has been with us since we purchased Atomic, maybe adding for Cuda didn’t meet their criteria for a bigger loan ?,

Only since Anavio came onboard have the games controlling of SP and refinancing BLACKMAIL occurred,

It would almost certainly be correct to assume that a JVP ( major company ) would want no connection with an unscrupulous outfit like that .

Would it be a stretch to imagine that a deal was available but that part of it would be a price to remove them from the equation.

Therefore because Anavio refused to go quietly accept their profit and walk away, a massive power struggle in which we are the piggy’s in the middle , has now ensued.

Let us hope that it will work out in our favour,

After all it the SL that is secured against the assets of the company,

a fete de compli was issued today,

Hopefully the SL does not have to use the NUCLEAR option.

But if we do go down so do Anavio ( $21.4m ) as they are continually telling us they do not hold any shares and the bonds are unsecured let us hope their sneakiness and greed will force them to back down !!!!"