Member Info for Matml74

I agree with BV. Have looked into this in the past and can find no evidence of CanSeek progressing out of preclinical into a phase 1 trial.

Teac,

You are just looking at platinum price.

SLP’s 4e basket price is made up of a mix of platinum/palladium/Rhodium/gold in different %’s. Details are in the recent production report.

By my calcs 4e basket at spot price’s atm is in excess of $3000. If it holds at these levels I’m expecting revenue of around $70m for Q3.

Brilliant. Thanks for this E1.

CBA would likely be Aussie retail as they have their retail trading platform Commsec which is very popular.

Company is printing money atm. More than happy to hold, add on dips and let the market catch up.

Dolly,

Watch the R&D spotlight episode on next generation Precision from 2024 and also the dual payload one from late 2025.

These highlight the vast opportunity for Precision.

2024

Correct, and that execution risk largely comes down to trial design and patient selection. The ability of Avacta now to establish optimal dosage, starting with ava6000 basically ensures that the regime they take into P2/3 will have already shown capability for efficacy and extensions of survival endpoints. Risk of failure in further studies greatly reduced. Path to accelerated approval is set out. So all that needed now is the funding partnership for this drug to be revealed.

Avacta will also now be able to select a dose which shows the most consistent biological activity/Early efficacy signals as well as dose response differentiation with these new changes which will give a third Tick for efficacy.

Must be some TNBC data that FDA have seen to make these changes to dosing.

Yes the only way this can change is by the regulator. In this case it is the FDA.

I expect this is in part a precursor for a deal for AVA6000 alongside publication of interim TNBC data.

All shaping up nicely for H1.

This is a game changer for doxorubicin use in those indications where it is still first line of treatment, early TNBC for example!

Outstanding achievement. The lifetime limit has been in place since the 1980’s. Doxorubicin is still widely used in a large number of indications. Ava6000 will replace them over time.

No more Doxorubicin lifetime limit. Well done Avacta!

BBC article makes zero sense. Historically low interest rates are a positive catalyst for gold. No way Trump puts in a governor that isn’t going to lower rates IMO.

This is irrelevant.

The difference in average price of gold sold in the December quarter by Greatland compared to the average spot price of gold was a measles $30. As Shaun says often that Greatland has full upside exposure to gold price.

Margin leverage with miners is where the money is made…… even with the drop on Friday Greatland margin leverage since they took over Telfer a year ago has exploded.

Long may it continue!

Investing.com has historical daily and monthly spot price. Am sure there are other sites as well.

Average Australian spot gold price over last quarter was AUD 6,329 per troy ounce.

GGP average sales price was $AUD 6301

Team doing a great job as expected!

Pj,

By my calculations if greatland had similar production numbers and gold price stayed at these levels for the next 12 months earnings would be $A1.4 billion with a forward p/e of 6.4 at the current share price. There is clearly room for growth in the share price if production/gold price stays the same as that is a ridiculously low forward p/e.

Also resource and reserves will get priced in at some point. I currently calculate Havieron NAV at spot gold at over $7 billion or equivalent to $10.55 per share (will be higher after this weeks gold rise) meaning little in the share price is currently being attributed to Telfer and all other assets.

Huge upside here.

This has to respond to the huge run in basket price sooner or later.

Metatron,

I guarantee you that no-one in Avacta pays any attention to keyboard warriors like these twats.

They have much more important things to do with their lives.