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Morning PL , I agree with much of what you say but you know comms aren't great and you have said similar previously. Selective communication are baffling
Outside Phase1a. Can anybody explain the DX strategy and roadmap? I might have missed it but what has been communicated since 10th Jan 2022. I'm sure there are many exciting things happening but I don't know what they are .
AffyXell , achieved second milestone equity payment triggered and increase in shareholding. Increased to what? When do we find out? The RNS was not clear.
Clearer communication aren't going to do any harm .
Let's hope so but it's not the first time we have had radio silence only to be disappointed.
Hopefully its B but it still doesn't excuse the lack of engagement. Being too busy to communicate isn't a decent excuse.
Or maybe they tried to waddle out of the room at the same time and became wedged in the door
By "large holders exiting" I assume they meant a couple of fat mates.
The fact this discussion is happening tells you all you need to know about the quality of the communication from AVCT. It's been p@ss poor for years. I'm guessing Roche would be more polished
Sorry meant Christina
Agree PL. Maybe keep AS away from the mic. He likes to play to the audience and his sound bites. I thought previously that Elliott and Fiona came across as more grounded and less rampy
27th May 22 RAH ran a 48 hour poll to establish if share holders would take £8 per share. 56.6% said no.
20 months on, I wonder if results would be similar
That's a very fair point.
I still don't understand why AS would be the one to float the notion of selling DX off. This isn't speculation on BBs the words came from Alastair.
Agree but oddly AS sowed the seed about the sale
Or they want to pretend none of it never happened. Before anyone gets upset, I don't mean it.
Been invested for nearly 4 years but life happens and circumstances change. Totally understand that £3 wouldn't anywhere near enough for most.
100% I would
Over -9% in a month. Feels more a value slide that a curve.
Has there been any update regarding the increase in Avacta’s shareholding since the below from June 23?
“The second milestone will result in an increase in Avacta's shareholding in AffyXell, which currently stands at 19%. The exact shareholding will be determined, as with the first milestone payment which was achieved in April 2022, following a formal valuation of AffyXell.he exact shareholding will be determined, as with the first milestone payment which was achieved in April 2022, following a formal valuation of AffyXel”
Not feeling like the start of a value curve. Starters gun required to get this moving.
I like this version of NYsize, making lots of sense and doing it in a considered way
He does appear to wear his heart on his sleeve. The last time he sounded that flat, was during one of the presentations on LFT.