Member Info for Paul0410

Wyndrum - a disingenuous post. If as you infer, Avacta were desparate and were negotiating from a very weak position then investors could have insisted on a very heavily discounted price. That hasn't happened and as others have pointed out it's significantly higher than the last raise. If you were sincere in your views you'd also know that any negotiations for a deal will involve a lot of brinksmanship - each party wanting to maximise their gain and who blinks first. I don't pay much attention to the director buy-ins though - £20k for these people will be relatively peanuts.

Wyndrum - that's utter guff. And to prove the point or otherwise, please tell everyone what your defined threshold is for "very good data" that from your infinite wisdom is already priced in and when that threshold would be exceeded in order to have an impact on sp??

Pharma not pharmacy :-) ! Although who knows, he might be down the local chemist trying to drum up business too!!

Thorn - I agree with your comment about “ talking to pharmacy”. It’s just meaningless guff. And I’ve said before on here, I’d love to know what the commercial guy at Avacta does day in day out. Does anyone have such a well paid job that purely involves endless daily talks to pharma! I mean really is that all the guy does? And with zero results ! Have you any ideas?!!

Coldwater - which company is that then - and are they listed. If they are I'll go and have a look at their LSE chat page and see if they had similar nonsense to what gets posted daily ad-nauseum on here before the said takeover took place.

Thorn - yes very helpful and thank you for taking the time. I’m with you on the hopeful optimism for the coming year! The one thing I would suggest is that you disengage from the tit for tat exchanges that go on daily on here. Im sure that the silent majority of readers can recognise decent posts and the arguing simply serves to undermine the credibility of posters imho. It merely becomes a battle of wills rather than proper debate which doesn’t serve any purpose other than filling the board with pointless argument.

Thorn - so what is your take on prospects for Avacta as things currently stand? You post on here daily like a number of others and until recently you appeared “positive” - I use inverted commas as your comments came across as positive but in a very guarded, dare I say disingenuous style. That’s not intended as a criticism but merely the impression I got from them. Ive become pretty much ambivalent to the success or otherwise of Avacta and will be pleased just to get out at some stage with approaching my original investment back! Whether that be via genuine success of the company or simply pump and dump doesn’t bother me. But you clearly invest a lot of time on here and you’ve challenged others to give their thoughts. So what are your thoughts on prospects for Avacta - I mean with a little more clarity and conviction perhaps that you won’t be afraid to have quoted back to you at some point?

Which equates to approx £4k?? Not exactly earth shattering.

Wyndrum - deja vous were exactly my words yesterday. The change in mood music from the previous presentation from CC was very reminiscent of what AS did a couple of years or so ago. In any other walk of life where you're providing ongoing updates to interested parties you would be expected to explain such a shift of emphasis/style/confidence call it what you will. I'm keeping my shares but more in hope than expectation!

Thanks for the reply. I hold both shares and XTP and expecting both to rerate as the company progresses it's expansion - imho of course. Fingers crossed for 2026!

Toukankahmoon - re. the change of presentation style - Smith did exactly the same a few years back as I recall. Accountability and clarity are what is required because the lack of one or both becomes quickly transparent. If people are in for the long haul they expect bumps in the road but obfuscation doesn't help anyone.

Not trying to spread unrest at all. I've always been very positive about Avacta but after all this time It's surely a simple question that anyone who's invested should have an eye on. And I would turn your question on its head and ask more pertinently why is there nothing to report on.

I mean what exactly is the commercial arm of the company doing - what passes across the desk day to day to justify the payroll. Does anyone know? And would it not help to have solely commercial updates alongside the solely science updates if that's how they run it?

Cfds - therein lies the problem - there is nothing to report on funding/partnerships/takeover. They only have the science to report on. What is missing is how the science is progressing anything from a commercial perspective - beyond ultimately meaningless aspirations .

"Let’s see where we are close 85p?"

Was this a serious comment?!

SCMG - is there sufficient liquidity to sell into with XTP though? I've held XTP for about 4 years and am often tempted to buy more but don't want to end up stuck with needing to cash some and no market to sell back into.

Modern-day philanthropy is alive and kicking in the world of Avacta it seems!

I agree about CC - I'll be interested to hear how she squares her overwhelming hype from the last presentation to what appears to be a little underwhelming to say the least in this data update. I imagine it'll be a case of her ignoring what she previously said as though it never happened. Maybe she'll even tell us that the share is over-priced - deja vous :-)! She will surely have a credibility issue if she doesn't at least try to square her previous sentiment with the current data. I've been here for years and every investor update never fails to disappoint. I've written off what I've lost here and just worked harder in my day job to recoup the loss. I've still got all of my shares but much more in hope (that I might at some point break even!) than expectation. One thing this company does prove very convincingly is what a load of half-baked nonsense is posted on here day in day out. I can easily see the arse falling out of the sp completely here in which case I might buy more and wait for the next round of hype as that seems to be the only way to make anything on this share.

Wyndrum - well having been challenged on your previous post you have now corrected it with a much more balanced view - which is entirely the point that I was making. Please don't try to reflect your own innate biases on to me. You are the one who clearly has relentlessly one-side views here.

Wyndrum - why do you immediately assume that a small raise is necessarily a negative indicator? Would you have preferred further dilution? How do you know that the small raise wasn't a strategic decision to minimise impact on share price in the expectation/knowledge that alternative funding streams will become available within the time frame allowed by this latest raise? You immediately assume a negative without offering both sides of the possible scenario.