Member Info for IfTheCapFits

Nice strong close. Managed to sneak in a very lucky last top-up just after 3PM under 25p. But man, can this share move on small volumes!!

I believe we sat at c. 25% public float not in sticky hands before fundraise. And with the full fundraise going back into (some of) the same sticky hands we should end up c. 18%ish free public float if my sums are correct. Happy days!

Yes, wow indeed! Joined the GAL party yesterday and happy to be here. Massive opportunity at these prices.

RNS not showing here buy fundraise completed

https://www.londonstockexchange.com/news-article/PLSR/result-of-fundraise-and-tvr/17469404

5% dilution

Small top up at 82 plus change for me. Massive spread though. Looks like 86 to buy now. Looking good.

Great top up opportunity! I'll be adding in the morning.

And I bet placement will be oversubscribed.

Another mention in undervalued-shares yesterday including discussion on award value vs current price of gold. See end of article (if this link works):

www.undervalued-shares.com/weekly-dispatches/litigation-investing-a-route-to-riches-sometimes/

The author, Sven, is also holding an online Litigation investment conference on 26th Feb and Mark Bolton will be presenting (16:45-17:30 UK)

Agree.. re-rating is on it's way. Grizzly who? LOL

Just surprised there is not more chat here. Shorters moved on and left the serious investors behind maybe.

Upwards & onwards.

Discovered Pulsar just before Xmas & bought-in as a wee pressie to myself. Happy man so far!

Lots of potential going into 2026. And it's off everyone's radar (so far!)

Interesting couple of weeks... Millennium increasing their short on the 20th on same day Peel Hunt upgrades their broker target to 725p. 4 days later Millennium closes out. Too hot for Mil.

Future could be looking a bit brighter here... but not getting too excited just yet.

Cracking week here. Background buyer(s) snapping up the sells nicely.

And it's only just the beginning...

Smooth sailing again next week please.

Being the most shorted share on the whole UK market hasn't helped. Every time AT tries to push thru 380 recently the shorts just keep increasing.

But not today!! Let's leave AIMs with a bang and hit 450p tomorrow please. Then a rapid short squeeze and we'll be sailing calmer waters.

Nothing wrong here apart from lack of news and badly worked RNSs when they do finally arrive.

D. E. Shaw looks to have closed their 0.49% short. One down....

Apart from smaller retail investors who hold shares for AIM Inheritance relief, there shouldn't be a mass sell-off here. All shares held by ii's are in Small Cap/Smaller Companies funds but these are not market specific unless I'm missing something here.

Should be a smooth move into the Mains (and then hopefully a strong re-rate!)

Don't forget in addition to India arbitration we have Kalaka in Mali with a current 800K oz JORC estimate so far from 1 prospect.

In the words of Mark Bolton...

"The maiden MRE of 803,000 ounces at K1A deposit exhibits good continuity, is near surface and approximately 180 metres wide. Furthermore, preliminary metallurgical testing in 2024 delivered excellent results for both the oxide and sulphide ores."

"The Kalaka Project holds the potential for a large-scale, low-grade gold development either by conventional CIL mill or heap leach processing. Further drilling to the north-east of the K1A deposit MRE has the potential to deliver a multi-million-ounce deposit with the K1A deposit being only one of eleven priority exploration prospects within the Kalaka Project licence."

If all exploration targets are successful we're looking at 3 to 5 Moz with PANT holding 80% interest. Bonus!

Good to see news we are moving to a main market listing. Couldn't come sooner here.

Even at the stupidly under-priced market cap at moment we'll go straight into the FTSE250.

In the meantime I'll continue to top-up in the mid £4's.

Nope, I'm not buying. Are you serious? LOL

My mistake, £2K of total buys now reported across AIM market. No one is buying....

So here we go again... It's almost like some posters have an incentive to post & get replies. LOL. But surely not on AIMs.

£1K of shares bought today... there is no one to ramp . So who's on the ramp shift tonight? Let's chat.....

JohnneyK hit the nail on the head. It doesn't matter which countries are open or not, consumer confidence was knocked hugely when Spain was put on the 'naughty' list. I work in the industry and it's put us back to covid square one. Summer 2020 season is nearly done & all travel companies now need to conserve cash for a bounce back in 2021... such a great buying opportunity at this range to put in the bottom draw for a large profit mid/end next year.

Some key points taken from my notes:

LG Chem partnership
- Next generation chemo therapy only targets cancerous cells. Reduces side effects.
- 60% of lab tests showed 100% regression on tumours with future immunity.
- Deal worth £310M if clinically successful + royalty payments

Daewoong Joint Venture (South Korea)
- Avacta hold 45%. Comparable businesses in USA sold for US$1Billion pre-clinical trials.

Affirmer Platform
- 30 custom partnerships/evaluations ongoing. 100% success rate.
- Multiple repeat customers. Has licensing agreements in pipeline.

Diagnostics Division
- 5 main areas of developments addressing gaps in large markets (includes COVID-19)

COVID-19
- Companies who are developing PCR/Antibody tests on rabbit/mice are struggling to get required results due to complexity of COVID-19.
- Avacta owns all rights. At our discrection on how it is used with which partners.
- Will be working with more partners as Cytiva CANNOT supply the demand needed. More partners to be announced.

Questions

What is the cost to produce the test?
- Used the example of the consumer HIV self test. Typically costs $30 retail and $2 to produce.
- That's the margin you (shareholders) should use as an example but nothing decided yet.

How confident are you that COVID-19 will work?
- We are very confident the test will work. The regulatory process is just a process. No risks.
- The technical risks have already been overcome.

Are partners able to sell your tests/technology themselves?
- We own all rights. Partners will be licensed with royalty agreements or on a purely manufacturing basis producing tests under our name.

Will there be future share placing before COVID test human trials?
- No intention/no plan for future share placing before COVID human testing complete.
- Fully funded to 2022.

- Substantial near-term news flow anticipated.

TUI's share price lows may be tested again unless the UK government pulls their head out of their aaaarse and changes the Package Travel Regulations. With current law, when TUI cancels their current bookings for the rest of May & June (which they will need to do) they will need to issue refunds within 14 days. May & June must be around 1-1.5 billion euros revenue which will cause massive cash flow issues...

IMO this is why TUI hasn't cancelled past mid-May...

IMHO the Summer 2020 season is pretty much written off. Still can't understand why the industry, TUI included, has only cancelled holidays up to 14 May. That's only 4 weeks away!!! No one is going to be jetting off to Italy, Spain, Portugal etc for many months at least. The industry has a huge problem at the moment with this - many have furloughed the majority of office staff so who is going to manage those thousands of cancellations for end May, June onwards departures....