Member Info for HarChris

We know there has been continual (albeit modest) work going on at Brandberg West since the two bathes of drill results in late 2024 so Anthonyand the team will be more informed as to what they have there - now with the funds released exploration, mapping, tailings assessment can all be sped right up and so I wouldn’t be surprised if we start getting updates from Q2 onwards.

So many avenues for news as the year progresses.

Was a real tug of war yesterday as i'm sure the traders stuck in 'sell on news' mode dumped and others that grasped the implications of this news bought - now clear to see what direction it's heading. Finally an update that moves the dial, sanity prevails!

Tin, tungsten, copper... all three have seen all time highs in the past few weeks. What commodities does Brandberg West host? Tin, tungsten copper.

Yeah, like I was saying recently if Andrada can get the new jig plant online soon and with it costs down then the tin operation at Uis more than justifies the current mcap and it's then blue sky upside for both lithium ridge and Brandberg West, both mines that could well fetch $100s of millions (Maybe a B) in the future.

To have those two projects spoken for whilst generating a healthy profit at Uis is an amazing position to be in right now.

- Accounts delayed til end of February.

- As expected there's been some impact from the flooding in Limpopo, a month away from operations fully resuming.

- The 1000t DMS magnetite trial in q1 has been shifted to q2. This is the one quoted as being worth $11.5m annually).

- The 25000t ROM trial has concluded with a prepayment (£138k) so this is better news. Potential offtake agreement with this partner to 300,000tpm! Alongside this the client has expressed interest in the DMS-grade magnetite 'exceeding the current planned production capacity of the DMS plant'

- Completed a second fully paid trial delivery of magnetite who has indicated an interest in taking 5000tpm.

Some disappointments but a genuine excuse with the severe flooding at such an inauspicious time - overall i'm quite comforted by this update and whilst it's never ideal to be suspended for months it sounds like later this quarter we could well have seen significant operational progress and shares trading again.

Is that so your missus is off your back by Valentine’s Day?!

I echo a lot of the Jason sentiment but it’s false to say he ‘ran the company’, that’s never been the case. Yes there’s a common thread of suspensions across the businesses he’s involved with and as exec chairman he shares in the responsibility re accounts in as much as essentially being governor of the board but true accountability and fault lies at senior management’s feet - in this case the CEO and especially CFO are too new to be blamed and so reasonable to give them the benefit of the doubt.

Theo & De Wit appear capable and dynamic so holders should give them one free pass here.

It should be remembered that lifting the maximum dose limit has been a long held target for ava6000 although never spoken with certainty because it's so very unprecedented for this category of drug. This really is a pay close attention moment and coupled with the tweet reminder below must bring STS firmly back into the conversation.

It's so much easier to ignore the noise with proof of progress like this.

It could be a necessary step before concluding a partnership deal... it certainly means more interesting and new insights to be gained from the next data release for both SGC and TNBC when it comes in H1.

When it comes to SGC we know it’s smashing every metric apart from ORR, this change could well be the key to consistently shrinking tumours too and developing a truly lifechanging therapy for what until now has been hopelessness for most SGC patients. Fab RNS.

As long as we get an update this week I’ve got no problem. It’s an if at this point.

I agree, that's my point, mentioning the posters names repeatedly and begging others not to respond to them draws attention to them and gets them involved even more. I think on the whole they are best ignored but if there's a chance to put some info out there through loosely indirectly replying then I see that as harmless.

I have counted at least twenty times when they've gone quiet only for someone like BV to start all his dumb repetitive template posts and dragging them back in.

The best thing anyone can do is act like they don't exist, I'll try to do better but inflating their egos but making out they are oh so influential is the absolute worst of all worlds.

I don't happen to agree that they have any impact, Avacta's success or not is going to be solely based on third party validation next and commercial deals. In the Prometheus handbook I don't think anywhere was it mentioned how to deal with trolls on a bulletin board? Is that one of the key tenets to making it to a billion dollar enterprise?

We are way past the point of a small cap requiring a strong enough support base to ensure they can pull off funding, that's no longer in doubt, Avacta has the funding at its disposal to the point of proving 6103 so if a handful of PIs are spooked into selling because I corrected an inaccurate post then that's just weird and frankly on them. I agree about responding to obvious goading but I mainly reply when I think there's a chance to get some useful info out there, not to any directed question at me.

I personally believe all the messages begging people not to respond to said posters (a) invites even more spamming from them and (b) gives them the attention they crave.

'Around 40–50% of all triple-negative breast cancer (TNBC) patients achieve a pathological complete response (pCR) after treatment with neoadjuvant chemotherapy (NAC).'

CC has never claimed a low bar for TNBC, it's chosen for its higher addressable market and it being Dox-sensitive... that data in the coming months will certainly be interesting.

TNBC doesn't have a treatment option that works well you say? Are you sure you've done your research here?

When do we think we'll get the next SGC date with that more mature data? This quarter?

Yeah. Taking $45k spot I’d say roughly in terms of eating into debt just shy of $1m today with hedge and lower output. Above $1m with jig online soon (March perhaps?) as higher production and royalty reduced and more like $1.5m+ per month from May as hedge is removed or entered into at higher price.

What’s certainly true is for the first time the dent is going on the right direction.

That’s because you believe that a treasury company always moves in line with BTC, it doesn’t.

I wouldn’t worry about Avacta getting a drug to market in terms of your investment, every chance will be bought out well before that occurs. All we need is progress towards that goal continuing.

Honestly, reminds me when my dear old mother tells me she thought of doing something but didn't and I sit their wondering what on earth that's added to me life.

Sharing buys and sells on here is tedious enough, sharing thoughts of buying and selling is next level!