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You're right to be sceptical Ice

But I think you might be wrong this time

The thing is, you can be short right now and be right (for now) and be long right now and be right (because MKA is clearly a beast!).

What is wrong is that shorters think that their de-ramping words on a forum/X have any effect on the SP.

You can also be a bs artist, which is also wrong.

Got sticky hands for 2 reasons......let's leave it at that.

Was very tempted to take some profit yesterday, but decided to ride the bull like a hero. Plenty more room for this to go up!

Enjoy the weekend

Don't come in here with facts Codejunkie, I was doing absolutely fine with my guesses :)

I take it back.

What are you on about Touk?

Anyone can open up a spreadbetting account and short a stock, with leverage.

Bottmzup can explain all about it

Wyndru......

...and stops reading

Thank you for the education

Next time please share the wealth on a Monday so that I can fully leverage down the stall during the week

I don't disagree with much if your sentiment

I do disagree that Avacta have missed the boat

I just don't get why anyone posts about another stock if not invested. Just odd

Almost as incredible as your belief that your post here will scare people into selling and support your short position.

Yawn

The value disconnect here is puzzling. All seems to be nearly too good to be true, so I'm trying to generate a possible bear case.

(I am long on MKA btw, it's my 2nd biggest holding).

Bear paws:

- Cash. Latest LOI looks extremely positive even tho not guaranteed, given source of funds. But is that cash coming fast enough to support current working cap?

- Company structure/offer. Is the company structure too complex, dispersed and with fingers in too many pies for investors to get comfortable? The thru-life process of pit to supply looks superb, but does that lack of focus open up cash/mgmt risk concerns?

- Untested commercial output. Can MKA deliver product at commercial scale and at the right price. Feels like proof of concept is strong here and cost stack for MKA looks competitive?

- Macro factors. Recent SP increases off the back of total China export ban may have dialled off a bit. But surely damage has been done and non-China countries need to have a supply route not dependent on China, so MKA fits the bill?

Take my work for it, I'm not trolling here and am invested. I just can't correlate SP action with what I've researched and the recent newsflow.

The average marching speed for military personnel is generally around 3 to 3.5 miles per hour

To reach low Earth orbit, a rocket needs to achieve a speed of approximately 17,400 mph

checks out

I don't think cross-FUDding is allowed

Did anyone really expect anything different from today's release?

I'm certainly not expecting anything from the Q&A either.

The AGM could be different, but we're otherwise still waiting for a concrete sign for how financing will be delivered.

I'm no more or less positive than I was a week ago (the NED appointments certainly fuelling my optimism further).

Dangerous game, you're basically gambling on whether there's a placing or not.

I personally don't think the market knows if a placing is coming or not, the volume isn't there, so last few days is noise and MM/traders making some bucks.

But, I'm personally not pumping any more money into this until I see at least one iota of commercial nous being displayed.

"WH Ireland Group bought 8,691,541 Avacta shares between 15th January 2025 and 11th April 2025"

Which is the same amount of shares that was showing against Richard Hughes in Avacta's major shareholders list. RH owns Zeus capital, who acquired WH Ireland equity capital markets last year. So maybe just some type of transfer?

I don't know enough about company structuring and tax benefits/avoidance to guess if something is going on here or not.

i am with you mcmuff, i think something is in plan to deal with cash, which doesn't involve a placing. it just doesn't add up otherwise.

but, i am literally always wrong. i have a definite shot of being world champion at ******* money away on ridiculous investments.

i just hope, for once, this one comes good.

Agree - I didn't understand that either. Looks like they have already beaten the PFS baseline, just that they don't know by how much.

So why does it only look 'likely'?

It will likely be a short webcast to talk about the Beast, remind us about the Beast and to 'Trust in the Beast', which will probably be the closing line.

SP will drop 2%

Exactly. LTIP schemes normally mean shares vest after 3 years. This is for shares only, no cash alternative...that's what cash bonuses are for.

Highly unusual given they are obviously not looking to speculate and should be simply realising the cash inflow.

It would need to be something guaranteed. An off-book deal more likely than anything SP related? I can't believe that a 3rd party like Heights could be privvy to any incoming good news......altho I would love to believe that was the reason.