Member Info for DonaldTrumpsWig

Still here DG, thanks for asking. Infrequent visitor these days, been busy making the USA and global laughing stock and keeping Elon under control 👍👍

The answer to your conundrum WYN is that there are three principle groups of stakeholders in Avacta.

Firstly, there are the company management and the shareholders, this group are fully aware of the potential of the science, they understand the P1 results, they understand how 6103 could revolutionise cancer therapy. The majority of this group have the patience and intellect to understand that at this stage, retention of 100% of the IP is more valuable than a 'quick' deal that might ultimately be seen to be massively undervalued.

Yes there remains questions over mid-term funding but largely they trust the current management regime to explore and deliver from the several funding options open to them

The second group of stakeholders are BP, they are aware of AVCT from the data already presented this year at AACR, ESMO & EORTC. CC explained that they are inherently slow & conservative and require comprehensive data. We have to assume from the resumes of the SB, CC, SC, MM, PF, DDH and the SAB that our current management team has broad experience and significant links to both BP and the regulatory authorities.

We don't know what BP are thinking or how interested they are/aren't but we have to believe that it would be inconceivable that something so potentially revolutionary isn't on their radar. BP have to decide when they have seen enough and when is the right time to stick or twist, this is their gamble, go early or wait and miss out.

Thirdly, there is 'the market'. We know the AIM market doesn't understand the science, you only have to reference the ill informed nonsense from Paul Cuddon to confirm that.

All the market can see is a small cap pharma Co with no revenues, no profit, a quarterly debt obligation, a TX division it wants rid of, no obvious plan for mid term funding with no obvious timeline for any of its wonderful science to reach commerciality. From this perspective you can understand why the market values the Co at 50p but is that an ill informed conclusion?

The $64,000 question for all stakeholders is, where is this headed next? All three groups have to answer this question and at least one of them will be making a huge mistake.

I very rarely check in here these days and thought I'd have a quick look in to see if anything has changed only to find

another boring essay from WYN including references to the LFT, BAMS and Elisa

What a desperately sad, boring, irrelevant individual, for gods sake get a life WYN or change the record.

Boardroom:

Chief Financial Officer

PR Dept:

Pom Pom girls

If anyone remains in doubt about the disruptive and worthless contributions of Wyn , Eggy & Touk

It is very telling that they have made zero contribution to the single most interesting and relevant thread posted here for days., thanks GJE, JT etc

Sadly, this board has lost many decent posters as they are drowned out by repetitive, pointless, boring, dull nonsense from the three stooges.

PS WYN, I'd prefer that you report this post and get it deleted as opposed to another boring 'stop picking on me, I was right about the LFT' essays.

Very similar thoughts to myself Soleboy. It's not always easy but always good to remind yourself of the science and the fundamentals.

We mustn't underestimate the challenge CC has in realigning the Co to become TX focussed. The departure of AS and the publicly stated aim to divest DX will have created a great deal of insecurity within the Co and many AS loyalists will also likely be seeking alternative employment. It's important that EF spends as much time in the Co as possible to support and help her through this period of transition.

I'm guessing CC has no loyalty to the Wetherby operation and I would be surprised if she's even been there more than a couple of times. Can't see that site remaining open beyond any statutory commitments.

Probably quite a few disgruntled/insecure staff at the moment to add to the disgruntled/insecure shareholders. Understandably, many of us concerned about how the change in CEO will affect us.

All eyes on CC, wish her the best of luck.

Good post Soleboy

Have to admit I'm torn regarding AS. On one hand, the AACR P1a/Q&A update was incredibly positive. The trial has undoubtedly been handled well and the latent value of the PRE/Cision platform is obvious for all to see. AS could be forgiven for believing that under his stewardship he has added significant value that will soon be realised.

On the other hand, are we judging AS simply on the SP? It is a key measure for sure but in the absence of a detailed explanation, we are left to assume that all the recent fundraising has been handled badly. Consensus amongst SH's clearly believes this to be true, however, we don't know the caveats imposed by Heights or the conditions imposed around the 50p raise. Would other AIM CEO's desperate for cash be looking enviously at AVCT? even at 50p?

Perhaps it is an unrealistic request but if the Co were equally willing to explain commercial strategy/fund raising as they are to explain scientific progress then this would perhaps go some way to allaying shareholder concerns and cool the social media rumour mill.

AS could be forgiven for feeling defensive and challenging SH's that whilst the SP is currently in the toilet, he has delivered on arguably far more important metrics. Fantastic trial progress, fully funded for at least 2 years, all IP assets 100% retained, two key appointments recently made to take the Co forward into the commercial phase.

In the hypothetical scenario that we were today sitting at ATH's, I would suggest that very few LTH's would be selling because they would fully understand that the potential for a BP takeout would be well in excess of ATH's and this only increases as the data accumulates .

Having said all that, I have to agree that the time for no questions asked, big salaries, option packages, first class tickets to London etc can no longer be funded by shareholders, the BOD has to start paying its own way and all remuneration as we enter the commercial phase has to be linked to Co performance and the SP.

AS always said that it was important that any trial results were peer reviewed... and there you have it in black and white a positive peer review.

I’ve always been loyal to this board and enjoyed the mix of excellent posters and irreverence.

Sadly, the war appears to have been lost and like Mufasa and the hyenas in the Lion King, all the good posters have gone and it is now a dark echo chamber for the fudsters.

They are too stupid to realise that it is self-defeating to discourage quality posters who understand the science and replace them with puerile nonsense. But sadly that appears to be what has happened.

I leave you with a link where the CEO clearly explains where we are now. You either believe him or you spend your days posting negative drivel on here.

Good luck

https://video.twimg.com/amplify_video/1778314060833939456/pl/M1QeIoetPPF9DZ0p.m3u8?tag=14&container=cmaf

I didn't really expect yesterdays RNS to shift the SP, we've had RNS's with arguably more significant progress that haven't shifted the SP either.

What we received yesterday was further confirmation of the latent value that is sitting in the pre/Cision platform.

The market isn't yet ready to acknowledge this value and probably won't until independent verification is seen in the form of a LD. For the majority of LTH's who are 'trapped' underwater, yesterday's RNS simply added significant value to the end game that we are all awaiting, a BP T/O.

50p, £1, £1.50, £2.00 is becoming increasingly irrelevant to me, we are on the cusp of something much much bigger than a couple of quid and the longer we wait, as yesterday has proved, the higher that number will become.

As has been pointed out, it is 'new ISA day' and lots of shareholders, in anticipation of positive news on Weds, are piling shares into their 24/25 ISA's.

I suspect the majority of trades will be sells with matching buys (Bed & ISA) as people transfer shares from their trading accounts into their new ISA's as opposed to 'new' money being invested hence why the SP isn't moving much on the volume.

WYN /Geeman, you seem to have this bizarre notion that a) I am responsible for the share price and b) I give a sh it what you think

I must of missed the post where you told us all that a 50p raise was incoming? Or did you just say something along the lines of 'be careful share prices can go down as well as up' and then claim brilliant insight when one of those predictions actually happened?

#DTW living rent free in WYN's head

You know what PL? I actually really like this forum I like its irreverence and the humour and the abuse. I actually enjoy baiting the morons and I also enjoy when you and others do it too, it's a form of sport.

The Telegram group by contrast is much more serious and science focussed and despite the perception here, it is not an echo chamber and contains a lot of healthy, conflicting debate.

What they want to avoid at all costs, which I support, is having to accommodate the idiots we tolerate on here. You know better than anyone how difficult it is to ignore, bin, report. Every sensible thread is hijacked which is a real shame for the handful of good posters who would no doubt, as you suggest, add further context to any questions for AS

PL - I actually thought that it might be a good idea to share the questions on here but have since reflected that it wouldn't. The reason, it would simply provide the morons with the opportunity to scrutinise/criticise and generate FUD in advance of the webinar

It's very telling that the clown in chief is the poster that has been pushing for the questions more than anyone. Perhaps his paymasters want to see them in order to get their fud strategy in place before next week. Who knows? but the more the sealion and his alter-ego geeman ask for them the less inclined I am to share.

What I can assure all genuine holders is that the questions are excellent and well researched and almost entirely centring around the science and the trial status.

If AS answers them or even the majority of them I am sure it will be very illuminating for genuine LTH's and hopefully see the SP start to recover.

That's a real inferiority complex you have there Geeman/WYN (keep forgetting same person). The phrase living rent free in your head springs to mind.

Why don't you both get off to Croatia and try not to think about LFT's

In fairness Strangy, if you register for the webinar you are invited to submit your questions to AS.

As I see it, all the Telegram group are doing is consolidating questions to avoid repetition and ensuring that valuable time isn’t wasted answering questions that have been answered before or are available to be researched in previous RNS’s.

All shareholders will be able to listen to both the questions and the answers simply by watching the webinar and/or reading the follow up slides that TP have said they will publish.

WYN - 'Too late DTW, its not your club but as you have driven me off this one, I have no choice.'

Fantastic, I'm sure the members will be enthralled to receive your essays on the LFT saga. I'm also sure they will hang onto your every word as you share your vast knowledge of charts and your trading successes. I can imagine their awe as you conclude that sometimes shares go up and sometimes they go down.

PS, my understanding is that you have to own more than 100 shares to join, so you'd better buy a few before you apply.

Saint - try 'Avacta Investor discussion group'

Geeman/Wyn - please don't join, I go there to get away from you.

Geemen, what a load of insecure, ill-informed nonsense.

You don't need a link, download Telegram, find the group and join, all you have to do is prove that you are a shareholder. And that last bit is the problem for some of the planks on here.

I am a member and find it fair balanced and populated by some very well informed and reasonable posters. The topics are the same as here but just without the aquatic mammals and loons (think JT, RAH et al but without the 3 musketeers).

Just because people like this intimidate you, try not to let your insecurities get the better of you.

Strangy, I don't see what is embarrassing or unprofessional about what the Telegram group have done. It is a group that is open to anyone on the condition they can prove they are a shareholder. That in itself is great as it weeds out some of the non-shareholding nutters we get on here.

Collectively the group have a significant holding in AVCT an they have simply asked AS if he would be open to receiving questions.

This was done to avoid duplication and asking questions that have already been addressed in previous RNS's etc. A very open and democratic process was followed where all members were asked to submit (and vet) questions.

The outcome was 10 questions that in my opinion were excellent, relevant and phrased in a way to advance all of our knowledge.

I have asked if the Telegram group mods if they have any problem with me sharing on here and when I get a response I will post.