Member Info for cindercone

As we know, despite cash running out completely in Jan, Avacta still raised £3.1m for the October bond repayment and Heights has deferred the next two for a whole year. To me, this strongly suggests Heights knows that a licensing deal is highly likely based on concrete evidence like active negotiations or upcoming data.

Question is, when? Holidays slow deal-making — especially legal closing, so it's most likely between NOW and December IMO.

That means any day over the next two months a licensing deal could drop that not only funds Avacta for two years but maybe even wipes out the need to make future bond repayments? In that case, all bets are off concerning the SP and we're probably looking at a Hemogenyx Pharmaceuticals PLC-type re-rate.

I could be wrong, but what if I'm right? What I do know is you're going to look a right f*cking tit if you're out when the RNS drops because you paid attention to some dumbo day trader that pretends to make money trading Avacta. Don't be that person.

Especially as we all know they're incompetent losers who never made any serious money investing. People who acquire wealth that way aren't posting on LSE 50 times a day or arguing with some other melt at 12am.

The fluctuations are maddening, but clearly a major investor is selling on every rise. Not everyone shareholder cares about 'potential', indeed some IIs are compelled to sell once they hit a certain profit margin.

Apologies, posted in wrong forum.

The fluctuations are maddening, but clearly a major investor is selling on every rise. Not everyone shareholder cares about 'potential', indeed some IIs are compelled to sell once they hit a certain profit margin.

The likes of Thornogson/Wyndrum are not the problem - the problem is the idiots who continually throw fuel on the fire by responding to them. Ignore and they'll give up within a week and attention-seek on another board. It's all about ego and desperation to be noticed where they're not in real life.

"There are decades where nothing happens; and there are weeks where decades happen" - #AVCT, Myles McNulty 05/08/2025

He also said Mkango would explode this week. No doubt he's trading both.

Consolidation is a bad idea IMO. Fewer shares in circulation can mean less trading volume, resulting in higher volatility in an already volatile sector. Stocks are also less likely to attract investment if they 'appear' to be overvalued. Will have to consider pulling my meagre investment here, at least in the short term.

Seriously, who trades based on that laughable crap.

Common sense tells me not enough data has been collated yet for a significant partnership, so there will be one more round of funding. However, with a new board in place it will hopefully be on better terms than previous disasters.

It's easy to get overoptimistic while this re-rates. I still feel there might be one more placing on the cards to carry Avacta through the next couple of years, which will be definitive. By then, we'll know whether this is the real deal and the Heights bond will be an irrelevance.

I tend not to trade, but hard to know whether this is the right time to add significantly.

Myles is just as deceitful as the trolls he points his fingers at. Fair play, he cultivated a following due to his successful trading strategies, but that following is very strictly controlled by banning anyone who contradicts/questions anything he says.

He reveals his buys to move the price (no longer seems to work), but never tells you when he has sold, never tells you when he has failed, and never tells you whether he is trading a share he's pumped, including AVCT.

Even if his research is good, his entire modus operandi is based on being disingenuous. He also supports Trump, which is utterly baffling considering that unpredictable buffoon's capacity to destroy economies, sink stock markets and share sectors. Trump is everything that the stock markets hate and Myles is your typical greedy right wing capitalist who will stop at nothing to make money at anybody's expense. Isn't that what the trolls do?

Methinks JFK8 is rather confused. Shorts aren't sold they're borrowed. When the trader sells the borrowed shares, the price drops. When the short is closed, the shares are bought back and logged as a buy.

I agree VerizeaSun they will still have to trial medicines, but new technologies will be able to predict toxicity and optimise molecules prior to testing far more accurately, simulate early responses and select better candidates for trials, which is I believe why AVACTA is partnering with Tempus.

AI will also allow biotechs to analyze trial data in real-time. The whole process will be hugely sped up, so while AVACTA definitely has first mover advantage who knows in 2-5 years when artificial super intelligence has arrived and all bets are off.

McNulty brought me to Avacta, but I wouldn't trust him to be open and honest anymore than I would Wyndarse. McNulty once said that BMN was the best investment thesis he'd ever seen. Didn't tell a soul when he bailed out though and has clearly been trading Avacta.

Personally, I think the evolution of AI in the coming years has the potential to complete reconfigure the biotech landscape. Therefore, making predictions regarding how Avacta will perform within 2-5 years are ludicrous. Happy to be proved wrong, but there's likely to be another big raise prior to serious investment coming in. At the moment, it still feels like the SP is at the wrong end of a race against time.

Maybe he should question why people have such a low opinion of him.

By the way, at one point I was £45k up on BMN. How? Pure luck. Sometimes you need to recognise that you made money without knowing how you even did it, you're not a genius and your approach was all wrong.

BMN's abject failure merely proves my point. No one ever really knows how companies are operating - we are left in the dark until the next RNS and simply make educated gambles. Trading is rarely a successful strategy unless you're highly intelligent, have an instinct for making money and psychological temperament.

Wyndarse's tactic of witlessly blathering on a chat forum all day desperately trying to manipulate people into doing what he does to create trading patterns is the approach of an imbecile who not only lacks intelligence, but is instinctually moribund and psychologically fragile.

Look at wyndarse throwing his toys out the pram because no one respects him or wants to join his zero sum trading game for pillocks.

Fact is, no one who successful trades shares behaves like wyndarse - that's how we know he's an attention-seeking loser.

The fact the deal was structured to allow Avacta the choice of repaying the CLN in shares indicates Heights have a long-term interest in Avacta’s SP and overall performance. For that reason, I see no reason why they would renegotiate at this SP - they're sitting pretty whether Avacta pays in cash or shares.

Auditors won’t just take a plan at face value. They'll evaluate whether the plan is a reasonable one, market conditions and whether management has an alternative strategy if things don't go as planned. A lot of that will be predicated on historical performance, which is dismal in Avacta's case.