Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Absolutely agree with this point. Should have been hit head on and put to bed. Lots of expected and better presented great science but nothing hard on the business side to make investors want to buy in at this point.
Months down the road for major updates was mentioned a few times.
Precision clearly works, explain the runway and market sizes now.
Touk,
AS has intimated that plenty are interested and not to worry about money. That contradicts your assertion.
Cancer just disappears, oh dear!! I would suggest that so many end of life patients still being on chemo is positive, although I agree we need far more information of this and C7 patients.
You are better than that post. You do have some reasonable arguments but it is this crxp that let’s you down
Fair question and it’s difficult to extrapolate but…..
Dox is a 1.5bn market so a fully approved and vastly improved drug is worth approximately double the price, plus another 50% for increased doses and additional patient population currently excluded. So $4b-$5b potential revenues when FULLY approved for all indications. Avacta has more than 50% chance of gaining some form of approval for this but cannot produce and sell so will require partnership of some form. Plus a BP would be required for additional indications (although off label will occur).
So, with this in mind and the multiples of potential revenues BP could pay, the range is wide. Anything from $3B upwards , without precision platform included.
Hard to value, but it works which means there is huge value in the IP. Obviously trading on Aim does not help but as long as funding is secured I do not see how this does not increase in value by 10x+ in the medium term (if not bought out sooner)
How do you arrive at 50p a share? What value do you place on AVA6000 and precision? With Biotech plays the value is the data and IP. Which I am sure you know? Please share your valuation of the IP, unless you believe it has zero value?
Talk of P3 was most unhelpful. There looks to be no clear runway for funding. In September ‘lots of interest’, now nothing.
Results are incredible for those that understand but AS has no commercial bone in his CEO body
Hummm, great message and what a way to find AVCT!
Bella, the info on spinoffs is fascinating.
For what it’s worth I do think the SP moves up next week. If the data is highly positive there are many investors that will get even more overweight with AVCT as this would be another big derisking event.
Whatever the motivation, questioning potential financial impropriety is not a good look for new investors. The points they make look reasoned but probably should be addressed direct to Shishir Poddar. He will no doubt see this and will hopefully respond with clarity.
Either way they do pay themselves highly and the ‘family companies’ are of minor concern. That said £30M MC is crazy low for a ramping up production company.
The truth will be in between somewhere
https://twitter.com/tharisa_sa/status/1637715982696194048?s=46&t=8HTKQqCVJ6ttHrvWWe84aA
The SP is a disaster and, unfortunately, looks like dropping further. No choice but to hold now. Alan is in a lab playing with petrol dishes. He has no clue he is running a business, which is gravely concerning for a CEO.
All the science in the world won’t change that fact.
Thanks Viable,
I am with you on PTAL as well. THS chrome prices could pay a huge chunk of Karo this year. Think the reduced transportation cost is equivalent to a $20m+ saving as well. PGM’s slipping a bit but Chrome rules, for now
Why this share stays around 100. Looks desperate to breach 104 and head North but every time a sell drops it, usually at days end. So undervalued but no one wants it. Other miners have bounced. Any views and thoughts as this looks like a dead duck (albeit a golden one)?