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Not sure what folk are so worried about, if they weren’t getting the diamonds, or something had gone wrong they would have had to have told us, however bad we believe AP is.

The RNS was very clear that collection and the cleaning of the diamonds was a ‘process’ not a simple day trip which would hardly constitute a run out in a jeep to pick up a package worth anything up to 50 £million from the Zimbabwe bank

Unless otherwise informed they will be getting the diamonds sometime soon, they will be worth anything between 10 and 50 £million which will be very useful to vast on top of BP turning to profit and the resumption of mining in Zimbabwe

AP for all his sins isn’t an idiot, I don’t personally buy into the bull that he couldn’t buy into the previous placing due to insider knowledge, but I do buy into the fact he bought into the 55p placing knowing full well he would be doubling possibly quadrupling his 83k investment in a very short time

Mining stock’s definitely aren’t my thing, but the probable upside with vast due to the market cap being so low is simply to too big to ignore

DYOR

Something maybe brewing - Mm will currently take 5 mil in one hit

There’s absolutely zero chance the DHSC will recover any of the £150 million - their incompetence corruption and delusion under Johnson was clear at the time and will be conclusively proven and successfully defended even if the case isn’t dropped and does go ahead

DYOR

So it seems the unexpected revelations from Avacta Science day, were priced in after all - is AIM ever able to see further than its nose ?

However there is one upcoming issue the market may not have priced in for Avacta, namely the financial ability to take AVA6000 forward, because we know its not for sale to any bidder.

We have now learned specifically how well it’s working, the figures are absolutely mind blowing, and if this kind of performance can be replicated by modifying many / if not all the current range of Cancer drugs on the market (plus other treatments) using pre|CISIONTM Avacta has to be a £20 to £50 billion company in the making on this alone.

But unless the new Avacta pre|CISIONTM way is about to be elevated to the new world standard way to administer doxorubicin without any further trialling, by logic there has to be a major cash injection just around the corner for Avacta.

Casting our good minds back to the Bonds and placing issue where Avacta also handed back £13 million of un-wanted share holder funding, well we now know why Heights Capital were so happy to advance the £55 million unsecured to Avacta, and could anyone blame them (even if they’re profit taking now)

But surely HC would have wanted, or at least expected Avacta to use this advance toward taking AVA6000 further forward, unless there’s more money available, or they were aware of other information ? Because the only information we are aware HC ‘have now’ is that Avacta used the bulk of this advance to buy ‘Launch Diagnostics’ who generate modest profits.

So by logic AIM might also consider and price in one of the following outcomes -

1. Is Avacta about to announce a massive licensing deal for AVA3996 to fund AVA6000 ?
2. Are HC or another fund about to advance them another £1 billion plus to see AVA6000 though to commercialisation ?
3. Is pre|CISIONTM way is about to be elevated to the new world standard way to administer doxorubicin ?

DYOR

Well folks Avacta as always never fails to surprise and remember I did say they would likely do so

Anyway all good and fantastic for anyone that didn’t sell - you can fire me now !

Have good weekend all :-)

Looks leaky ;-)

After the bonds and diagnostics acquisition came out of the blue to you all, nothing should surprise anyone anymore

Historically avacta open days have nearly always temporarily depressed the SP, but in this case - well we don’t actually have any specific information in advance to have it priced in, other than what in fairness we've been suspecting for the last 12 months.

Which then raises the question what is the specific purpose of this open day if institutions and funds from around the world are expected to buy in based on what is already in the public domain.

So my thinking is there will have to be new information presented to be commented and invested upon, and it also wouldn’t surprise me if the stock is temporarily suspended at 7.30am tomorrow

Been a long journey, anyone managing to hold this over last 3 years without temptation to sell combination of nerves of steel, blind faith and well informed - which could well make them champions by tomorrow !

For anyone looking in, the avacta BB has to be one of the best for well informed research, as well as positive and occasionally negative pragmatism, some absolutely fantastic contributors here over the years too numerous to mention

Big thank-you to all as also saved me lots of time too !

GLA - DYOR

I think the market has to be pragmatic and view the diamond court settlement like a hostage deal situation - so with this in mind there’s no possibility any competent solicitor would pursue and agree to any deal without sight and verification of the (hostage) in this case diamond package

So with no threat of another placing in the foreseeable future just a matter of time and patience

DYOR

I can’t think why anyone would still think the deal wouldn’t go ahead, but each to their own

DYOR

For what its worth, I’ve always felt the delay in publishing results, and the science day scheduling for the 23rd February was all pure tactics, to pressurise, or maybe encourage a Party, or number of parties into concluding due diligence, and tabling a realistic offer for something.

And In the meantime I think the constant additional finds, and upgrades to wording to detail endorses the theory something very positive could be happening right now.

Great to see all the crew still here, you know what you have in your hands, you’ve stuck it out through thick and thin, and your never going to let anyone steal your dreams !

DYOR

Yes I believe I did do

"Most patients with this diagnosis do not have as many mutations in their cancer cells, so the treatment won't be as effective”

Is this what we want to hear ?

Quoting the bbc article

‘The treatment led to a tumour in his liver shrinking from 12cm to 2.6cm, while the one in his adrenal gland shrank from 7cm to 4.1cm’

Yes its sounds absolutely brilliant – but if this was the result of AVA6000 I would be disappointed, as the expectations from the public information provided are far greater than this

DYOR

Wyn mate - to cover this one final time, the reason the market is not responding and climbing in anticipation of what we believe will be a stunning early January AVA6000 update, is firstly the fact the UK is heading into the biggest recession since WW2 squeezing PI investment funds.

Secondly the laws of probability 99% of AIM biotechs fail to deliver anywhere near to expectations, which does make the latest broker note very optimistic.

But most importantly it is the reality of what AIM has become - the ‘gamblers last chance saloon’ due to the predictably atrocious brexit deal delivered by Johnson and his merry dimwits causing the real investors / speculators to take their money elsewhere - only the well informed, and those with blind faith hold for gold on AIM simply based on projections and hope anymore.

If there’s profit they take it, because they know they can buy back later hence the turbulence here

Example the Paris Exchange is now larger capitalised than London, and if you follow the dual listed stocks you’ll see that it is Paris and Germany as well as the US that now wags London's tail.

So to summarise Avacta is simply in the wrong place at the wrong time - but you know as well as I that if they do deliver the wholly grail, there’s a hell of a lot of money sat on the sidelines ready to pile in and it will be momentous

I think that finally puts this one to bed, apologies for bringing politics into this - but it is the reality !

I will now take a bow, and wish you all a happy and most prosperous New Year presuming you be still holding Avacta

DYOR

Yes too quiet for nothing to be going on - if a deal was a long way off they would be jamming it up for another placing as current cash won’t last too much longer

Plus continuous bulk buying all the dips

There will be a positive update next week is my expectation

But yes our friend Wyndrum is absolutely right to throw caution to the wind (whatever his motives) as he correctly reminds us all, this company promised the earth previously, then was forced to hide behind NDA’s while our wonderful UK Government p1ssed them about from Pillar to Post at Porton down.

But I believe in this case the situation is totally different, because firstly we are not being controlled by an idiotic Government, and secondly any suggestion of an NDA (or other) is completely irrelevant due to the various safety protocols and procedures we know cannot be broken or changed. However there is a possibility Avacta could be manipulated by a 3rd party organisation / company (Example Takeda) in terms of the timing to release the precise results of Phase 1 trial (still stated on the Avacta website as expected to end in Q4)

So with this in mind we know for absolute certain the AVA6000 trial is continuing at fourth cohort 200mg/m2 (More than double safe recommended doseage) Successfully, and successfully means – virtually zero / or neglible side effects !

And by virtue of the various safety protocols and procedures, we have to conclude that the vast majority of precision bullets are activating within the Tumour (rather than outside) and the maximum tolerated dose (MTD) has still not been reached, which is absolute Liquid Gold, and a £20 Billion Scientific breakthrough in the making.

GLA - DYOR and Festive Greetings

Yes only any good for those buying in now, and quite appalling for existing holders unless they want to wait a while to hopefully sell higher on Nasdaq, just shows how difficult it is to raise, luckily I sold 90% of my holding here a while back.

I could recommend a substantially better pharma investment on the verge of major breakthrough, but for the sakes of inappropriate cross ramping will not

GLA here, hope it works out

Theres substantial reason to believe Avacta are already in dialogue with a major cash licensee, and, or entertaining a potential T/O right now.

Otherwise someone kindly provide any logical reason why an investor fund in this current financial climate would simply -

Stump up £55 million at 6.5% P/A with zero real time security, to a company with negligible tangible assets and income to purchase a modestly profitable diagnostics company, when the only current SP value and income driver (namely the transformative AVA6000 powered by Precision TM) is the only one that needs substantial funding to take it forward ?

Just keep those thinking caps firmly glued on folks, we definitely know AVA6000 and precision is working very well !

GLA - DYOR

The MSCI Algorithm chuck out is mostly responsible for the current lows not the company failing to update, massive amount of stock still to find sticky hands, as much of it was bought by traders for a quick 10% which they not currently getting.

I’d reluctantly say that anyone that is nervous, or has any doubts either sell and run now, or put their serious single minded thinking caps on and DYOR

Imagine going to Addition Finance Jersey and asking what would be required to borrow £55 million unsecured over 5 years at a lowly 6.5% annual interest or shares payment at the loanee discretion, and they would find that absolute assurance of a short / to near future income way above current paygrade, or an absolute certainty the future company value would be substantially higher than it is now would be a minimum requirement.

In addition I would also be absolutely astonished if they hadn’t quizzed avacta (as all cautious lenders do) as to where the funds were exactly going, and possibly quite dismayed to learn most of the advance would be getting used to purchase a nominally successful diagnostics company rather than using the money to advance AVA6000 - unless of course they were assured they had already secured funding for AVA6000 (or means to take it forward), or were presented something else substantial to calm their nerves.

This is the beast of lending and in this current financial climate, with the likes of the Paris Stock Exchange value even overtaking London an astounding achievement by avacta

Until we are updated It’s really case of judging the actions of others - including the Reactions we've seen from Scientists and leaders alike who we know have looked through the microscope including, some of their neighbours at White City like Takeda who have bought Avacta shares

GLA and DYOR

Exactly RAH - in the current financial climate it’s an absolute pipe dream for any pharma whether junior or major to get financing - let alone dilution free without security - the lender had to be presented with absolutely mind blowing information- which to the 99.9% could only be simply unbelievable

Hence the massive disconnect between current avacta market value of £275 million - as opposed to where it really should be - or will be when all is revealed which ought to be at least a little closer to its next door neighbour Takeda

Anyone just looking in here - or bought in for a quick 10% trade be aware - you currently have in your hands the chance of complete economic freedom for very little risk downside with a pretty modest investment

RAH I do love your twitter commentary but apologies unable to comment or add too, as it is only my company (unconnected to pharma) that is present and not me individually

DYOR