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Honest to god that/this drop this morning is totally unbelievable and just shows the insanity of some people’s thinking ... look I probably do have -hit in my eyes with Avct but the message coming out there was pretty loud and clear to me and that was, don’t think for a minute that those numbers relate to us cos ours will be much better than that .. Not only that, it’s not even an Antigen test ffs so don’t get fretting as all will be revealed in good time u impatient lot .That’s my take on it fwiw. GLA
Morning all , not posted for a while but for any newbies ,been here since the 1p days , got a big stake in Acp I rate the current board ,I love the project , I believe in graphite and as anyone invested here will surely know the economics are outstanding right across the board .
I also totally agree that anyone following Myles will know his track record is pretty bloody awesome and if he’s heavily invested here that says much about its future value and potential as he very seldom gets it wrong .
So onto my thoughts Atm ... firstly I’m so glad the mining license was applied for last month , as that to me is an important step as that all needs to be done and dusted before the Oct elections imho as experience has taught me that u can never be entirely sure until these things are in the bag so hopefully the approval will follow shortly .
The second thing which i can’t get my head round though is the time being taken to sort out the financing .... if we look back to the Rns in sept 19 the company made it openly known that they were in discussions with 3rd parties re financing the next phase and at that time we only had the scoping study to go on , so altho the numbers were superb it needed to be ratified by the DFS and understandably so .
Since then after some delays and fine tuning the DFS has virtually validated those numbers and whilst there are some slight differences in composition ... they still probably are the best I’ve seen from an any aim mining company in years .
Look We all recognise the implications of covid its had a major impact on many things but that said on those numbers I’m starting to find it somewhat frustrating that 10 months on ...we are still in ongoing talks to finalise a financing package of just 40 million dollars , despite having an IRR of 91% an NPV 10 times the amount required and a high grade high quality product heading right for the sweet spot I just don’t get what’s taking the time tbh as surely it’s a no brainer with those numbers ... it’s not like Hzm trying to raise 450 million despite that too being a truly superb prospect imho
I know I know patience is the word ..and that’s aim for u and mining companies generally ,nothing ever goes exactly to plan ... the Rns will probably land this week now I’ve said all that .. Let’s hope so ...fingers crossed stay well and stay safe GLA
Morning all ,well what a crazy couple of days but if ur in this as an investor then the lat 2 pieces of news in particular are what this fantastic company are really all about ... As Manabouttown has rightly pointed out this is without doubt a buy and hold stock all day long for me ...having shares in Tils is like holding Golden tickets for Charlie’s chocolate factory
The exceptional top people we have running the show here are not just experts in their field but proper entrepreneurs who know how to extricate maximum value out of what they do , they all have massive skin in the game with their share holdings so will always have us shareholders in their thoughts and that’s not the case with ur average Aim company
Better still, not even including StemPrintER ffs the therapeutic drug suite we have on offer is simply mind blowing on its own and here again today is yet another classic example of that yet again today and totally unique and game changing potential in the middle of a worldwide cytokine storm caused by a global pandemic
Irrespective of anything else going on right now and speculating as to whether the sp will do this, that or the other just sit back and actually consider the wider thinking behind last nights news ..bearing in mind these guys are probably the most forward thinking people I’ve ever encountered in an aim company after investing for nearly 30 years
My point being they already probably know what’s coming as far as future deals and probabilities are concerned and that’s why they’re moving on from the casino of aim and moving into the big league ...where investment opportunities will be far greater far wider scope of investor and far more reflective for a company of this ambition and product offering and which also has a Nasdaq listing
It is a total no brainer investment for me and the potential here is absolutely huge , sure u will make money trading this stock , but if u also just sit and hold as suggested then there’s more than a pretty decent chance that in a few months time u will become helluva lot richer imho
That aside ,I wish all invested here a great day in the sunshine and a fab weekend to all so stay safe stay well GLA
Morning all , I’ve just had another look at the Iv GC did with Andrew Scott from proactive on the 22/5 where he talks about the reasons why they are de merging StemPrintER ...
Bottom line is that in addition to Stem ...is that we have a truly awesome pipeline of therapeutic drugs or “4 shots on goal “as he puts it after explaining what they are
1)Tz501 anti covid 19 drug ,Fighting specifically against the biggest cause of respiratory problems with covid ... interleukin6
2)the liver cancer drug milciclib which is ready to go into phase 2 B
3/4) 2 x Phase 2 efficacy trials for “Foralumab “ the company’s “crown jewel“ the first orally administered for Crohn’s disease and the second is nasal administration for multiple sclerosis and both of which are due to start this qtr .
Then consider what kulwar said about the billions of dollars Tils will be worth if they do turn out as expected
My point is regarding the payments to Red Chip for4 months it’s a total of 60k (10 +15+15+20) but given what’s in store and what news is likely including both StemPrintER and those 4 therapeutic shots on goal I’d say it was definitely a good cost as opposed to a bad cost for absolute sure and in any business that is the ultimate bottom line when considering the underlying benefit of monetary spend.
The other big factor for me is that these guys clearly know what’s coming , they also know how to engineer and extrapolate maximum value for shareholders as their track record will tell u
As such I have to say I think the timing of this tie up with RedChip can only help in spreading the word about this excellent and forward thinking company ... but that’s just my take on it ...exciting times all the same GLA
Evening all , yes brilliant news about the Bloomberg coverage , I’ve just had a look and set the timer as it’s on at 6pm Sunday night U.K. time ... get in there !! Lol
I know the chat has mainly been about Stem and with good reason but we must be due news any time soon about Foralumab and its progress on the MS trials and only today I see Gilead’s share price rose on news of its covid treatment Remdesivir using an inhaled solution so I can only assume , if that is the case then our own Tsl-501 will be right up there to match anything else on offer when our time arrives as it surely will at some point soon .
The bottom line for me is that if u hold Tils stock right now and more so up to the cut off date whenever that may be , u will benefit from the StemPrintER deal whatever happens ... so surely it’s a total no brainer to buy and hold especially with all the other news on the therapeutic side which could be game changing in itself .
But look I readily concede we all have our opinions and rightly so ...but why anyone would selling their golden tickets I do not know .. anyway to all invested here have a great weekend, stay safe and stay well .GLA
Morning all , what a fantastic end to the week that was yesterday , the shareprice movement here is hard to understand as discussed many times but for me ,if u have truly done ur research on this share , then the short term pricing is pretty irrelevant as the suite of offerings this company has, will deliver on their potential at some point very soon imho
The market is totally irrational we all know that but value in any share will always out itself in my experience so if u have a golden ticket which I think is akin to being a holder in Tils ,then it would seem at this juncture total madness to let it go for any thing less than fair value ,which is a lot lot higher than where we are now 4 absolute sure.
Patience is an easy word to say as opposed to doing I realise that only too well ,but that really is the key discipline here as when this does move it will do so very quickly .
Reading thru the entire Rns yesterday and for me at least it sums up precisely the huge potential on offer here, in fact all the recent announcements indicate that so much is happening behind the scenes and it’s moving fast so news could land at anytime
Im invested here for many reasons the product offerings for sure are a no brainer but added to that is the track record of the BOD , who not only have skin in the game , but are super qualified, highly successful , and have a can do approach as good as any I’ve witnessed in my 30 years investing and as long as that continues they will continue to earn my trust
I also like to think the companies I invest in can make a real difference to the world just like that story by busy mum of 3 , so if it can make a difference to people like that ,(and sincerely hope it does Bmof 3 ) then I’m not sure it gets any better than that , anyway enough from me .
Stay safe ,stay well and a great weekend to all
invested here.
Morning all , expectations not meeting reality for some and I get that but are those expectations set fair ?
I don’t know is the answer, no one does ,altho my own faith and bullish approach here is based on the fact that we have just raised 48 million quid in a massively oversubscribed placing and primary bid offer, so much so ,they added another 3 million on to the original amount ... and all completed in record time ...and lest we forget during a world pandemic where for many ..money is so hard to come by ...so what does that say as a vote of confidence for and in Avacta ?
Unbelievable Jeff !!! springs to my mind ...as it was
truly incredible outcome
I realise the fund raising was a shock to many but we are in unprecedented times and u have to grab the opportunity of a lifetime in the lifetime of the opportunity and like it not, that time for Avacta was now ...and fwiw I think it will prove a master stroke in the fullness of time but that’s just my opinion.
The real plus though is by having circa 55 million in the bank to not only advance covid ..but to also develop the real Crown Jewels ...the therapeutics, which were always the outstanding value drivers for Avacta long b4 covid came to the fore ... so it’s simply an awesome step forward as these have already shown that they could be total game changers in the fight against Cancer ... so the sooner the better
Back to the present & the fact that the Boo boys have staked their reputation & a huge chunk of their wealth into setting up Medusa primarily to service the Avacta offering ..is yet another big indicator to me that this will happen soon ...as they know a sure fire winner when they see one .
Notwithstanding all that we’ve now got a large strategic US investor on board following the capital raise that hasn’t even been revealed yet and that could be mega .... who knows
As for today’s Rns I’m pretty sure it was the 11/5 when we shipped the Affimers to the US and Alastair has always said mid summer.. is when the test would be ready ..which I interpreted as early July rightly or wrongly ...so in just 4 wks as of today we now have a proto type that works and is now going onto the testing phase with no apparent defects in any way shape or form and seemingly meets all specifications as far as we know
So on the 9 th of June given where we are ,I reckon his mid summer prediction of early /mid July makes this news today pretty much on track as whilst
I openly admit to being no expert but anybody thinking a prototype cud be produced trialled, tested ,approved and ready to go in a month is possibly over estimating the actual reality ...but hey we’ve all got our opinions and rightly so
For me the story is just getting better and better with every brick in the wall making me more confident that this one day very soon will out its true value ,which is why I’m staying put and adding whenever I can , but that’s just me ... Have a great day fellas all keep well and all stay safe
I understand fully why there would be some frustration at this news today as it does dilute the shareholders and clearly the points raised by myles does leave me wondering, but on the flip side as he rightly says for a company to raise 45 million when it was only valued at 25 million just 10 weeks ago gives us all a reminder of just how quickly the landscape here has changed ... it’s nothing short of incredulous ... look I also know we were supposedly funded til 2021/22 but the reality is we are in unprecedented times the world has turned on its head ffs so do u just watch it totally consume u or do u change with it and reposition urself to make urself stronger better prepared and primed ready to deal with it ? I know what I’d do in that scenario .
The other fact is we were valued at nearly 400 million and yet earning comparatively wise Just 2 balloons and a whizzer and even the RSI was prob in overbought territory so a pullback In truth was inevitable looking back .
So despite the initial surprise and frustration regarding the obvious dilutive effect on reflection I reckon it’s a massive step forward and says to me that the company and investors buying into it are supremely confident the impending inflection point will be passed with flying colours
The ultimate bottom line is if that happens then the current price represents a terrific buying opportunity and so I’ve added more on the back of it but that’s just aimho fwiw . GLA
Yes spot on. I had overlooked that tbh and yet it’s another key differentiator that we as investors should be all aware of ...so thanks for reminding me All the best and GLA
Morning all, Seriously, that IV with Andrew Scott today is just mind blowing in terms of the possibilities here ,if as an investor, u are prepared to give this company half a chance to deliver on their potential .
The stark reality is that all the current blockbusting multi billion dollar treatments ... in 2020 ...yes multi billion not multi million are all monoclonal antibodies just like the ones Tils specialises in ....monoclonal antibodies ...and more importantly in just 4-6 weeks time the so called crown jewel drug in our portfolio Foralumab should be entering into phase 2 trials in humans to test it’s efficacy .
Look I’m no expert on body language but GC came over as being pretty confident that this drug targeting 2 high profile illnesses have every chance of being successful based clearly on what he knows already .. and better still the delivery method they use via both capsule and nasal application will ultimately prove far more effective than the usual intravenous method.
Better still the IP in both these formats belong entirely to Tils which makes it entirely unique in itself if it does come off of course
Interestingly , he expects results will be due in just 12 months time with a multi billion dollar market waiting in the wings if he’s proved correct .
My point is if we then add in Milciclib which one itself is a potential blockbuster ,the Covid 501 offering which I think could be huge personally and then add on Stem PrintER on top of all that ... unbelievable fellas
As I’ve said on here before it’s a buy and hold for me as when the true value does out itself here .. it won’t be by a whimper ...it’s going to explode but that’s just in my opinion ... Anyway a great day is wished to all
Cranium =dictionary definition upper part of the skull or head
That’s a new one on me too fella so I’ll bet half my mates will be totally bemused when I say to them “ur a Total Richard Cranium “ at a suitably opportune time lol .... anyway Back to topic ... could be an really exciting week here as there’s so much to look forward to and best of all Tols is no one trick pony as it has potentially a world class stable of therapeutic treatments right up there with the very best and that’s without StemPrint ER ... Ffs ... A buy and hold if ever I’ve seen one
Morning all , another great Rns today and still crazy cheap at these levels and agree Totally that once this gets the approval of wider circle of scientists such as these at Asco this weekend then that’s probably when the accelerator will be pushed Full throttle ... in the meantime just seen this issued by Quilter which indicates to me that they may have finished selling as the settlement for all the shares they’ve bought back to reduce their costs is today the 29th ...so unless someone is selling as well Atm I reckon the clock may be ticking as I type for a re rate any time soon ... Gla and a great weekend to all invested here exciting time’s ahead methinks
****************************/rns/announcement/a89098b5-d671-4705-97bc-e1249e255561/
Ur right in one sense as no one does know yet as to how this will pan out until we get a lot more information and then after all that it has to be voted through but there’s never ever any smoke without fire and that in itself tells us all that they must be doing this for a very good reason and that can only be a good thing whichever side of the fence u are on
For me the company must have more of an inkling as to why all of a sudden a week or two after Asco and the revelation that Stem Printer after being independently verified by 2 specialists in their respective fields considered this offering to be far superior by as much as 30% than the market leader
As JCA has eloquently spelt out that following this news there are some pretty obvious possibilities that there will be huge interest in it by a number of big pharmas along with Exact sciences of course after having just spent 2.8 billion on what they thought was the worlds best only 6 months ago ... so it’s a fair bet they will be considering all those options along with plenty of others for sure .
Placing an accurate valuation on it is almost impossible but come on it’s got to be worth a tidy sum for all the reasons stated in JCA’s post with numbers and calculations that seemed more than reasonable to me
It’s like Zebbo he may be right but I doubt from looking at his posting history he’s even invested here so he would say that as it’s not one of the other pharma shares he is invested in ... I get that but don’t get why he’s posting his opinions on here other than out of disappointment it’s not one he’s currently in ...but aimho
The huge selling by Quilter of late has held this back big time and I’m pretty sure there were only 4 million shares traded Friday but most of the buys would been have neutralised by quilters selling and clearly like on this BB Friday the penny simply hadn’t dropped with many people as what’s being proposed here as let’s be honest ... it just doesn’t happen that often in my experience at least
Bottom line is u pay ur money u take ur chance but this is an incredible opportunity whether u simply stick with what u have or buy more either way I can’t see how u can lose as the therapeutic drugs alone are worth the current share price and news could drop on any of those at any time especially the covid one but then add in a business that outperforms the market leader by some margin ... but which cost 2.8 billion ffs just 6 months ago .. its a no brainer for me even if it’s not for u which i respect fully I might add but either way it’s going to be an exciting ride GLA
Mate that post at 10:50 is simply awesome and explains perfectly the scenario being considered by the likes of Exact science and other big pharmas who have big pockets to break into a very lucrative market with a product superior to the market leader ...more importantly it explains to simpletons like me as to why what seemed like a back of the sofa offering can suddenly become such a valuable asset and why this situation right here right now potentially offers any one invested here ,a golden chance to substantially increase their wealth by even doing nothing more than hold on to their existing chips ... For me personally their entire range of therapeutic products and what can happen with those is simply enough for me to stay put but having this drop into our laps is an unbelievable bonus .
As has been stated quite rightly imho for anyone to remotely suggest the Bod or GC has only their own interests at heart are completely wide of the mark given they are huge shareholders themselves ... So as the great Warren Buffett said when it’s raining gold get ur bucket out not ur thimble ... it won’t be long for the penny to drop here and once Quilter have finally stopped selling Thanks again JCA and GLA
It’s not guaranteed no as it has to be voted through but here’s quoting direct from the Rns so it’s a case of watch this space
· Allow Shareholders to benefit from both Tiziana's rapidly developing drug portfolio and the standalone value of StemPrintER as it progresses through its own development milestones and the path to commercialization and allow shareholders to receive the maximum potential value from StemPrintER as a standalone entity.
The Board is taking the necessary preliminary steps in preparation for a potential spin-out, including the incorporation of a new subsidiary to hold the relevant assets. The Company will also put proposals to shareholders at the Annual General Meeting to obtain the approval necessary for a capital reduction which will be required to implement the demerger.
Notwithstanding that the required approval for the capital reduction will be sought, these considerations remain at an early stage and there can be no guarantee that the demerger will be completed. The approval of the capital reduction will enable the Board, in due course, to declare distribution in specie of shares in the new StemPrintER entity to existing Tiziana shareholders.
(Pretty clear that is the intention imho )
No record date has yet been set for the entitlement to shares in the new StemPrintER entity as a number of technical, legal and accounting processes need to be completed before the demerger can be formally put to shareholders of Tiziana for approval. For the avoidance of doubt StemPrintER will remain a group business until such time as shareholders formally approve proposals for a demerger.
So a bit to do yet but looking good for existing holders I’d say based on this official Market update
Hi Rob all shares at these levels carry high risk mate that’s how it is with many intangibles to deal with so the truth is no one can say anything is safe for sure and certainly not on Aim but my point is I’m pretty sure u bought in here based on the things u did know about this company at the time of purchase maybe the covid offering and their 2 other treatments which appear to be top class and progressing really well and knowing that the CEO and scientists working here are all at the top of their game with countless successes behind them
This matter now re Stem Printer is as I’ve stated earlier a very recent advancement and one that very little was known about by many until the game changing news about the little publicised Stem printer which now potentially catapults it into an unbelievable Brucie Bonus for all invested here
The reason being for u as an existing investor it adds significant benefit to what u already have at no extra cost to u whatsoever Ffs ... It’s awesome news potentially mate and look I for one will be adding more but that’s just me and no advice intended but having looked and digested that’s news yesterday it’s quite simply a value adder ...for absolutely nothing .
U will either get extra shares in a spin off company worth a lot based on what we know .....or if Stem Printer is sold then Tils will still have its therapeutic treatments but a big stash of cash in the bank ... thereby raising its market cap and share price hugely at the same time
If nothing comes of it ur no worse off but what’s the chances of that ? U must decide but in the meantime news could land on any of it’s other offerings and if so that’s promising in itself
U sound like u have a decent holding for u so u don’t have to do anything fella tbh if ur happy with ur lot the one thing I would suggest is hold on to them fella for dear life itself but that’s just my opinion and nothing more ... hope that helps ... no more from me today I’ve said too much already lol All the best
Thanks fella , Well ,let’s just hope it transpires something close, as if so we should all thrive and prosper here hopefully ...the other thing I picked up on yesterday was that the big seller Quilter are using the Tils proceeds to buy back their own shares which is fair enough ... and yes , once they are done ...it should fly on the back of that Rns once it’s fully digested which is why I’m just surprised as to why anyone would think about selling right now as they are akin to willy wonka’s Golden tickets ... but we all have our reasons I guess
All the best
Morning all , so my understanding here is that Tils sees a great opportunity to split Stem printer being a Genomics based Operation as opposed to the company’s principal focus of therapeutics but why would that be I ask myself ?Tbh I hardly knew anything about this strand of the business til recently and Gabriele admitted in the Iv there was probably no added in value to the current shareprice until now in truth
Well the answer is simple in that up until recently it had hardly been pivotal in the company’s marketing drive until the truly stunning results of its incredible comparison to the worlds leading breast cancer prognosis method at the Asco conference ,where it was independently judged by 2 experts in the field as being far superior and possibly up to 30% more efficient ... wow times a lot !!!
Unbelievably this comparison was to a business swallowed up by Exact sciences just 6 months earlier for a whopping 2.6 billion dollars .... a phenomenal sum
So what does that make Stem printer worth ? Scary
Furthermore u would expect Exact sciences and many more to be wanting a piece of this surely .
So It would seem Logical if b4 anything did happen and rumours are rife from what we hear that by de merging it now and separating it completely will make a deal happen far more easily or so one would have thought
The big win for us shareholders is that by holding Tils we will possibly benefit in 2 ways .... if it demergers as a stand-alone entity we all get shares in stem printer which is fantastic news and then it’s how many and how much will they be worth ... well do the maths ?
If it’s sold how much will anyone have to pay given the recent assessment at Asco comparing It to the best bought out at 2.6 billion Just 6 months ago
So in that instance let’s say even a giveaway at 1.6 billion that’s 10 times the current market cap and lest we forget we still have the covid offering on which news could land any time and we also have the other big 2 treatments both at advanced stages in their development later this year..
Look I may be totally talking out my hat but even if I’m only half right I just do not understand why anyone other than the known seller has sold their shares yesterday ... as it’s a no brainer to do the Exact opposite but aimho and time will tell as always GLA and
A great BH weekend to all invested here
Anybody still unsure as to why that today is not good news or remotely doubting the sharp shrewd and insightful business acumen of Sir Alastair .. just simply needs to listen to that interview he’s given today on Directots talk ... and absorb what he’s actually said ... It’s Just awesome the big point some have possibly missed with the medusa Tie up is that it primarily focuses on Direct to customer sales only and from listening to him about the deal itself (assuming it takes off of course) it’s going to be very lucrative ... for Avct for sure ... thereby making it a superb add on to what is already a fantastic offering in every sense Aimho
That’s a ridiculous assessment there are so many incredible statements within that Rns that tells u much about where we are and where this is heading far from management not knowing what they’re doing I feel it’s the total opposite firstly there’s no mention of anything holding this back except for regulatory approval ffs so no doubting the quality or validation of it and it’s talking about distributing this in the U.K. Europe and the US which suggests to me Avacta will hold control over most of that and better still they’ve got a profit sharing arrangement not just a small cut of the cake here but a big f o amount potentially ,
There are also more deals likely as Medusa only have certain rights from what I can see so I’d say the complete reverse and think Alastair has got all our interests at heart tbh but that’s only my opinion albeit contrary to yours fwiw ... GLA