Member Info for CuriousInvester6

Solow, I believe the company is on track, they are still showing all on schedule and currently in verification and validation as detailed in schedules widely published in 2019. First patient treatment is still scheduled by year end 2020, this is the priority. In fact I would say the company is now ahead of schedule in terms of commercial sales. Having said all this there is of course always a risk of delay as this is a very complex system but it is proven technology and significantly derisked. I am pleased the company is being supported by some extremley well regarded investors and world class specialists all of whom have both the technical expertise as well as more inside knowledge about the company than myself.

Great to see today's announcement on top of the TLC partnership announcement last week. Can not get much better IMO at this stage in the companies development.
Everything also appears on track and to schedule reading Hardmans Delivery schedule and commercial progress.
Also interesting to read:
Given the importance of these commercial announcements, the financial forecasts and valuation targets have been placed "under review"
Based on the last price target of £1.50 / share it is looking extremely positive and I am looking forward to reading the revised valuation in due course.

Actually it is in the title of the RNS, I thought I had read it earlier but going word blind this afternoon lol:
"Advanced Oncotherapy will lease part of The London Clinic's premises to install a second treatment room"
Crazy day!

I put two and two together regarding the treatment rooms, maybe I interpret it wrong but when I read this:
"Under the terms of the MoU, it is intended that Advanced Oncotherapy will provide the LIGHT proton accelerator and treatment room equipment and The London Clinic will source and manage staffing" together with this:
"The new service will adjoin our main site on Harley Street, and enable The London Clinic to help even more patients fight and survive cancer while furthering our aim of advancing healthcare." The emphasis I read was on the words "to help even more", assuming rightly or wrongly that with both the premises adjoined in order for it to help more patients then there may be another treatment room...if that makes sense?

I have just checked The London Clinic are right next door at 145 Harley St, Marylebone, London W1G 6DE. Seems to be making more commercial sense but more news needed.

I was thinking that perhaps the Cirlce agreement was deliberately allowed to expire as the opportunity to have two treatment rooms in conjunction with The London Clinic presented a much better value proposition? Certainly two treatment rooms in Harley Street is better than one, however it is disapointing we can not have any more detail on the commercial terms and rationale behind this decision hence the market not liking this announcement at all. Extremely disapointing therefore to see share price levels not seen for some time.

Clearly the next technical update would seems to be overdue and I guess like others I hope everything is still on schedule.

I do not believe they are behind schedule as they would have been required to amake an announcement. As far as we know all components had been manufactured according to previous RNS, so to me it would be safe to assume it was just a question of transportation to Daresbury. Daresbury is the intallation and testing site and also I understand first treatment will be undertaken there in Q4 2020. If I have mised an announcement please let me know?

Great announcement now two treatment rooms in Harley Street and shows significant confidence in the LIGHT system.

Over 50 million shares traded today already, has anyone any idea what the news is? Clearly some took profits earlier when the price hit 19c and no confirmed news. The chart is looking very healthy, if there really is some good news could easily be back in the 20-30c range soon.

Clearly something has sparked the buying which is moving the stock significantly when the rest of the market goes down. This is not being handled well by the company if there is news it should be released asap. If all pending news outcomes are positive (EU,HK,&FDA) I will be very pleased as I have held for the past 10 years + Time will tell but to achieve circa $1 would be probably achievable if and only if there are positive outcomes across all pending news expectations.

Interesting share action today, any ideas as to the reason? I believe we are awaiting EU permissions, potential FDA and launches in HK / Macau? Are there any rumors? Cheers

Personally I am not expecting to hear until well into 2020 that the LIGHT sysytem is fully operational. In the companies timeline they were targeting all components being delivered by the end of 2019 to the Daresbury Lab including the Patient Positioning equipment. Until they are delivered they will obviously need to be set up and calibrated which I asssume is the reported integration and testing phase as described in the half year report. Treating of 1st patients is is still in the plan for 2020. The recent fund raising has also been ear marked for progressing verification and validation activity in order to obtain regulatory approval, so I guess there is much work to do.

Thanks I will probably sell out soon then, I appreciate the post. I think I will await any potential announcement this month and then sell in January. I was going to say can not get much worse but I guess zero at this stage is a strong ppssibility, Good luck all

Do you know what the next steps are and process / timescales for a decision are likely to be from the EMA? Seems to me to be potentially good news. In addition I beleive we are awaiting hopefully stage II validation in the USA this month. All is quiet on the CBD developments which I guess may or may not be progressing. It is also about time we had a status update from the company on all developments and looking at previous years I would hope this month. Overall it seems the share price has nothing baked in assuming on all fronts diaster, hope I am wrong as I have been a holder of PLE before RPG took over 10 years!

Actually it was released 2 weeks ago I just received it via email...maybe others also missed it

Well worth listening to, released 25th November 2019
https://vimeo.com/372826794
Q&A with Dr Martin Hall, Head of Life Sciences at Hardman & Co joins ************* "AVO is uniquely positioned"
I like the valuation at 8.07 minutes at £2.29p valuation.

No component delivery is delayed. Everything is well on track. As the chairman commented at the end of his Half Year Report "I look forward to updating the market with more positive news very soon". Do you really think he is making it up?? DYOR

Correction typo NPV is £239 per share

https://www.hardmanandco.com/research/corporate-research/nearing-the-end-goal/?dm_i=49CL,MPUM,4BETET,2O4YY,1

Very encouraging report and looks like the company is also planning following assembly of the system to treat a small cohort of patients at Daresbury next year! NPV at £293 per share shows a big disconnect with the current share price & Target Price from Goetzpartners of £1.55. Pleased to see everything is on track!