Member Info for Rambo23

Exactly WeareGroot the dates are smoke and mirrors not reality. HR Box ticking! For someone of that calibre they are unlikely to be sat on the sofa doing nothing and available at short notice. All we are seeing is the next piece of the puzzle slotting into place.

13.30 is the 200 EMA so any close above that and we are moving up. In sight now.

I suspect the application deadline and expected start date are deliberately close together. IF and it is an IF they already have someone for the role this 1 month gap could be the minimum time the role needs to be advertised from an HR requirements point of view. Notice periods for these roles are usually much longer so I suspect this is box ticking exercise. I also don't think you would just start looking now for such a senior role when they have known for months what they have. An interesting hire all the same

That 657k looks like a worked buy. At the time the spread was 9-9.10 and filled above the mid price. Nice £60k position. Just my opinion.

Icecool and this is one of the key outcomes of AVA6000 P1A to date. Originally it was expected to be 4 cohorts of 3 patients each and take about a year. The fact they will have dosed over 30 already and had data from each is massive. This gives them so many options about P1b design with the aim of expediting the timelines to FDA approval and sales. Obvious additional benefits, no MTD found yet, MOA of Precision confirmed in Jan, Second prodrug initiated a long time ago now, no disease progression confirmed for some patients prior to the AGM. What's next? PFS and Efficacy info hopefully.

Sworaf it changed a few weeks back. The exchange change these. Ultimately it is confidence in the increased liquidity of the stock. Nothing to worry about.

I think it is worth highlighting that last night Skittish put up more excellent analysis of satellite pictures of the Tai sites. Look back to 6.30 pm and there are multiple posts with a huge amount of detail. No smoke without fire and if they are already preparing for bigger things that is very exciting. I recommend anyone looking at posts today to start right there. Thanks again Skittish for sharing much appreciated.

Good work skittish let's hope that is exactly what is going on. One factor to consider re the facility is that doing ground works before any wet season later in the year would be much easier and more efficient. If they are indeed doing this now it expedites timelines to production post the drilling if successful. When are you going to the airport to fly there and confirm all this? ;)

Things are just warming up here. Confidence returns as soon at that MDA lands which has been weighing down on the SP for too long. Beyond that Myles post just now highlighting the links to the US DoD and the Hypromag possibilities should not be underestimated. Big things await.

Also it is worth remembering patients in P1b can be dosed at the same time. Its obviously very unlikely all required patients for P1B are lined up and dosed on day one but the reality is with 20 sites open and the current restrictions of P1A of waiting until the first patient observation period is complete before dosing patient 2 removed they can make much faster progress. The time limiting factor is determined by the cycles needed for data collection. 18 is the current guide. However they will know after 3/4 cycles (confirmed by management at the AGM) if a patient gets benefit from AVA6000 or not. It is that element once a statistically relevant number of patients have been dosed that will allow them to communicate to the market during P1B any efficacy signals. Eliot said at the AGM C5 was showing early signs of toxicity so we can't be far from a MTD C6/7. There will inevitably be a trade off balancing a higher dose with more side effects vs Efficacy benefit against using a lower dose with little side effects and efficacy benefit for patients. Given more Dox is getting to the tumour I expect the latter will be the preferred option my that's just my opinion.

We are a day closer to spud, only 17 trading days left in August. I personally expect spud end of August / early sept. Ignore the noise.

'pay away £1m....'

Correct dai2belts when I said saved its opportunity cost here isn't it. No large transit costs etc which means we didn't way away £1m we would have done for leasing a rig and its shipping costs. I think people ask about the cost of the rig to create doubt but it's a big win and I don't personally care about the cost as it means future drill holes will be much cheaper and expedite timelines to drill them.

Dai2belts - Meetings with management last week. We saved £1m in costs vs leasing and transporting etc and it will be the most economical way of drilling going forward and we are in control. Just like a baby we just have to feed it and wipe its ass. I can only assume the rig cost keep coming up for discussion as part of FUD.

Blissful, the question is with the news flow incoming are they allowed to at this point?

Art on balance dilution since the last raise might be 20% but you fail to also say the Helium price has doubled since the last drill making any discovery 50% more valuable. Additionally some of that dilution was used to buy our own rig which was 2m as management have said so just not directly to you. That saving in the long run will be value accretive. Once we get news on the key items and the spud date positions will be taken.

You probably won't care as HE1 will be taken out for a lot of money ;)

Icecool worth also adding that post the 7 year exclusivity you reference it will still be hard to replicate as AVCT have the patents on Pre/Cision which are much much longer which offers further protection from generics. This is due to the fact it is a platform technology not just a drug someone can make a cheap generic version of. Unless Pre/Cision is licensed you would be in breech of the patents to replicate 6k. What is that worth over and above exclusivity....Double benefit!

500k order filled...that likely explains the drop in SP this am to force some sellers to fill this..... positive news = next move up.

ART 2m on the rig that has been shared recently