focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Can I also share my appreciation to the posters here. It is a complicated share to own and research so I have paid plenty of close attention to the key contributors on here…. Held all the way and never sold from 12p average
That sounds like good news ;)
I don’t understand it either…. And I keep thinking dont top up, don’t risk it and invest elsewhere….. but it looks like a steal l… do you think it’s because it’s related to asset values and not cash generation …. Cash conversion is a long way off or involves selling assets… so can’t value it based on revenues… beats me why it’s like it is
Spidey senses are tingling. The market wants facts and evidence, but CB already knows where we are going and knows the market will catch up… news must be about to drop, it can’t drag on much longer
For about the 6th time…. Still waiting for the news to land…. Hopefully those delayed assays are just allowing me a good top up
Ha ha….. it’s a free for all! Now he can really run amuck
From what I’ve heard on interviews previously CB is very frugal. Avoids the use of legal advisors, does stuff himself where possible…. Then he goes and buys drills and property….. doesn’t make me think he’s no longer frugal… makes me think he has a plan!
ECR has been pop and drop… like all explorers without profit generation it’s all sentiment and news driven…. Enter 2022 and we become news, sentiment and fundamentals driven…. Liking the prospects of revenue generation to underpin the share price…. Then any fund raises really will be because of scaling up rather than needing cash to keep the lights on
Money to be made selling pick axes to miners….. such a smart new potential revenue stream. I bet the rigs pay for themselves in a couple years
If all went to plan how many years would AVA6000 be from commercialisation? Sounds like 6 months from now we could be getting excited by the results of these.... but what happens after that?
I'm thinking this is a great top up or entry point as revenues are going to start to roll in a bit faster & the AVA6000 trial has very positive indications..... within 12 months from now trials finished and results known.... tech sounds like its working so what value to place in 12 months? Surely even with sub £50M revenues reaching clinical milestones successfully would make this a potentially lucrative investment..... as the milestones are next 12 months.... and this is on so many levels too.... as all the potential applications for the tech will become more tangible and likely.... this feels like a worthwhile bet to me, then sit and wait for 12 months could be amazingly rewarded
Avacta should develop a therapy for bi-polar…. And that’s what it’s got!!!
Interesting….. does seem like the ground work is being done for a Cordillera Tiger development….
Might break its cycle this week and head higher —— inflation + financial market concerns / China should be a strong reason to see it happen now
So reading myles post then demand is the issue...... I though they were going to sell all they could make and supply was the issue.... really hard to understand what’s going on with LFT.
I invested in both LFT and AVA6000 potential.... so I do find the position we are in disappointing
So essentially if the next assay results aren’t stellar it would be gobsmacking as it would imply the BOD know the results unofficially and have made some big outlays off the back of them…. Any spare cash could make a quick upside … as well as hold for long term potential
I think the pace of news over the next 12 weeks means something really meaningful might come up. The picture isn’t clear yet to investors but direction of travel looks good… so by NYE….4.6p
Just thinking, this company has great tech; they should have a think about applying it into the COVID testing area… world needs some fast and reliable
Testing and I bet Avacta could come up with something if they put some time and resource to it
Quiet times are when interesting things happening behind the scenes…. Fingers crossed it’s not because they are on holiday