Member Info for Gallmat

Interesting emphasis in the report on our past strategy. Probably I read too much Into it but I like it

This is on my watch list. The takeup is slow but if it starts it will be great.

Main issue is cashflow in slower ramp up, many just therefore take the wait and see approach.

You should ask him.

My impression is visits are regular as these are relationships and basically it is more efficient to work on the same time zone.

I worked with people in India while based in uk and I can say when we were face to face the gains were huge. No email tennis, you just come back 15mins later, clear the issue and move on.

I think after the SOC in Dec 2024 we set a date for a drinking session for Dec 2025 and ignore the stock till then. Probably the way to sain with a slow burn like this :)

If I try and discuss there are never really nuggest. All information comes from open communication.

Normally I am feeding back, that I did not understand something or maybe I think the message can be explained clearer.

Probably Mark is not taking much notice of what I say, but I always try and feedback an investors point of view about what we need

I think I am following this a little closely given it is a long term play.

I might send an email to ceo saying I found the last paragraph a bit ambiguous. But I will probably not go for a call.

I like the stock alot bit I realise this is just a side issue. My focus is back to looking for new microcaps, so I am putting in the effort elsewhere now

Man what a puzzle.

Positive view

We extended the drilling because the area is next to the original area. We would only bother to extend the area if the planned drilling went OK ( otherwise it is dead money). We talk about it in depth only because we have to explain what we did and we have a comparable. The shallow angle anomoly us good because it sounds close to surface mineralisation.

Negative

We did not hit much in planned drilling, so we thought in for a penny in for a pound and did a other area. We talk about extension drilling so we have something positive to say.

If the last paragraph is about all drilling wonderful, if just extension drilling maybe not so.

Done with this until it is explained by an expert

Maybe we will get a proactive interview later to explain more. Sometimes that happens

Does the last paragraph relate to both bits of drilling or just the last small section that was added? I think the first set of drilling had no historical results, was it not a new target?

Confusing. They say they intersected in first set of drilling but the weight of info on the small secondary drilling makes me think it did not go well. Who knows.

There is a message in that rns but I cannot work out If it is positive or negative.

We extended drilling is that because the we had something nice or we had something not great.

We make alot of comments about the drilling at second location but I cannot work out underlying rational

The elephant in the room is, do avacta explain why their solution is better than anything being developed.

It looks like it works, but until they directly compare it to competitors I cannot value it.

Are other companies also having success and what are their market cap?

They present science but no market comparisons

Bizarre. They have expertise in cannabis companies, but punt on biotech and resource stocks.

Why not just invest in the cannabis market where you might be experts.

This type of thing drives me mad on aim. Sitting in an interview justifying the unjustifiable

Is this just a lifestyle company?

I watched the presentation and it seemed like the company were very defensive.

Do you need that many people to manage 3.5m of funds? Even banging out a 20pct annual return which is great do they not eat that up in opex?

New person here. How bad are the current investments?

Terrible company or is there a chance of life here?

I worked in an IB. The research department is completely split from the buy and sell side. There is no incentive for an analyst to give price targets to manipulate the market. That was dealt with over 10yrs ago.

Seems like the guy did not get the phase1 study, but if he is doing this professionally he is not an idiot. Maybe the results compared to other things he sees did not blow him a

Noise. If I wanted to sell my shares I would probably tank it 20pct.

This price means nothing

Looks like more funds are required. Still on the watchlist

Np.

Hopefully vsa might knock out research at some point.

I spoke to vsa briefly, seems like they are looking into these litigation claim stocks in more detail.

Hopefully this will feed into more insights in the podcasts