Member Info for MrRipley

Ooops. Wrong thread…. This is awkward………..

I quite like BFs use of CapITaLs. It gives his posts that threatening letters cut from a newspaper ransom note feel.

How’s it indefensible?

Is that HurstBot on the Christmas sherry?

This is becoming an “are we there yet” broken record isn’t it.

Where’s hurstbot when you need him.

I agree pharma. I don’t help at all.

Yeah that’s fair. 100% would be fair too. It’s your money.

On the clued up bit; I’m not. It’s extremely simple. 20k of spending power requires a 4K deposit. I keep a few K in to cover drops in the SP (funnily enough it has to drop to 50% over exposed before they adjust your position automatically) and keep the rest in my bank to cover off awful news and to top up my position (relatively bad news etc).

An isa is say 20k for 20k worth of shares.
Spread bet is 4K for 20k worth of shares.
Both tax free.
Isa you basically have an eternal isa with no limit.
Isa you own shares and have voting power. Spread bets you don’t. (I’m not going to make a difference to the outcome anyway)
It’s just a different way to play the same game.

But yeah agreed. Been a few good ones towards the end of the week. And I am too.

Myles said something along the lines of communicating with Avacta and suggesting they shouldn’t DE again without letting the holders know how it’s performing. So make of that what you will. I think another DE with an It’s working very well compared to pre clin data would blow the doors off.

The assumption obviously being that once good news lands that these lows won’t return so profit can be taken. Also by taking profit, if terrible news appeared then the account would blow its ring and you’d still have profit. Forgot to add that bit. Anyway. Not advice. Just my own tactic so money isn’t tied up forever. But I can see the frustration. Probably because we spend far more time focussing on this than is healthy. If we just left it beyond the morning 7am RNS time/alerts for intra days, the horizon would probably grow for many.

I agree Bein. My timeframe is a lot longer than most I suspect, but I have transferred my entire holding into a spread bet, so I can take profit out without adjusting my holding and it’s tax free. Like a massive ISA that you can take profit from. So it probably adds to my longer horizon. The trick is to only bet the equivalent of what you could afford to hold as actual shares, so you don’t over leverage. It means I can reap the financial benefits short term and remain “in” til this whole saga reaches its conclusion.

…… if your horizon is short term then the next RNS needs an update on how well it works. If it isn’t then it doesn’t. Simple as that.

“My position is that I believe it works to some extent but I’m not convinced that we will get a massive spike in SP for the reasons that a lot of folk have posted on here only to get abused.”

£292m market cap
Dox market $1.5bn per annum.
Pre|CISION target market worth 10’s of billions per annum.
TMAC is based in Pre|CISION.

10s of billions is almost always a larger number than hundreds of millions. If you’re after an overnight spike to £10 on P1a ending then yes, that’s ridiculous. If biopsy data is presented to say it’s matched animal pre clin results or they’re a fair way better than standard Dox and we’ve cracked FAP then you really haven’t done any research if you think that won’t cause a massive increase (not a spike) in the SP. They will be two colossal milestones. If we stay independent there’s no reason this company can’t be worth 10s of billions if just one (of many) of the Pre|CISION drugs is a success. If we get bought before then it’ll be for many billions. See that word billions keeps popping up. This isn’t ramping. This is predicting an outcome based on current market sizes of drugs we are trialling and adding another prediction, that we will be successful in trials. What you’re after if news. Big spike. Rich. What investors here are expecting is news, rise, more news, rise, more news, rise. As news trickles in, as the trials continue, a Daewoong and LG progress also, as TMAC moved to pre clinic. License deals. AVA6000 to market. Etc etc. Theres a plethora of potential news here. And we’re fully funded to move through the next 2 years. So again. It’s not ramping is it. It’s analysing the potential.

Imagine ordering a Filet o Fish… I mean who likes fish enough to order that?! You’d have to be a sealio….. ohhhhhhhh that’s how they sell so many.

Did they reduce or have they been diluted by the FR?

I think it’s boredom Bein. It’s been about 40 years since we all started this journey by now hasn’t it? haha.

Our best guidance is Avacta telling us “3 or 4 cohorts” and P1b to begin end of year. I think wait and see. And have 3 or 4 big glasses of whisky while you do.

Naaaa. Not having that at all Bein. A leak of a fund raise is one thing because a lot of outsiders (of Avacta) would know due to the nature of it requiring them to do the actual raise. But I also believe it was the pointy end of finances after our half year report so it may have just been a lucky shout. That there on that Twitter link is people spit balling and covering their positions for an “this isn’t so bad!! Everyone stay calm” moment if there is another DE. It isn’t bad. It isn’t bad at all, but their does need to be guidance on how well it works if there is. There’s zero reason not to. And with the recent FR I believe they will be feeling the pressure from IIs to do so with guidance if they do, or to move to P1b and DE alongside, potentially. But I don’t believe anyone has a clue what the next move is. I do think some (not RAH or Tom etc) but his lordship would be rigid that you think he’s an insider though. I can put that argument to bed immediately….. how his McDonald’s source coming along? He knows no more than you or I pal.

So all the posts today and somehow it’s mine that warranted Deletion? This must be how Ruben Carter felt when he “didn’t murder” those people and decided prison was actually a bit grim and wanted out. Framed. I’m being framed here God Dammit.

Sing it Bob!

https://m.youtube.com/watch?v=bpZvg_FjL3Q

They’re the ones setting the timelines. It’s not unfair to say delays are to be expected, but they’re the ones giving the timelines.

I think anyone giving in to boredom and selling or getting nervous is ill researched though. It has to be expected that there will be delays, but a bit of communication wouldn’t go amiss from old WaffleAl.