Member Info for Reaper007

A bb observation from a reader who posts little: yesterday many of the posts here were titled 'Has to kiss the 38p level...' and 'Nothing the Company can say will stop the slide...'. As far as I can see both of these threads were started by the same poster (posting history reveals a serial shorter posting in a plethora of shares). Whilst I acknowledge the open nature of bbs I do think that yesterday our own lths performed most of the deramping actions by perpetuating the use of openly deramping thread titles (they are even in BOLD for heaven's sake). I feel that any thread title should be read and assessed before just using it to post. I have used a neutral thread title here which should even be acceptable to our resident trolls. Let's 'AIM' to keep the board at least as much for us who are invested here as for those who wish us ill. As ever, VGLA

We do already have deals done and, clearly, there is massive scope for future deals. The AffyXell joint venture with Deawoong is one example. As I have stated here before, one of our daughters has Axial Spondyloarthritis and recently she travelled to have a consultation with a/the leading specialist for the condition. The session was very helpful and, as part of the exchange she brought out her phone with details of the AffyXell initiative. The consultant immediately responded - yes, I know of this, not quite ready for you but it will put me out of a job!

To me, this appears pretty positive about one of the elements which is already maturing within the current Avacta pipeline.

We already have 'deals' in place and I, for one, would rather see Good Deals rather than rushed, inappropriate deals. AVA6000 has has good big deal(s) potential but we already have generative arrangements in place and, imo, the most versatile resources here surround affimers. In addition, with respect to enhancement of our SP there is 'the unpredictable', involving matters like market listings, sell-offs and third party approaches, etc. etc.... So, it is clear that we have numerous avenues both 'already open' and' to explore' suggesting price action at any time, sooner rather than later. As ever, VGLA

9.27 - I mentioned him once but I think I got away with it! VGLA

Despite the evident lack of transparency on the part of this poster there is the obvious inescapable fact. If background summary is 'Work in Clinical Trials. 20 plus years. Investing in PE. Over 30 years.' then no such person would ever post in today's way on a bb. Of course the 'work' could be anything, as could 'investing'. Needs to try harder or reincarnate again imho! Oh, and if we are entertaining another multiple account entity then let's hope the organisation of posts is up to it unlike some of the other incompetent split personalities here. Still reading everything and, as ever, VGLA

I am part of the furniture here but I no longer post much, especially now, as it has become hard to sqeeze a thought in and, if one did, there would be an immediate assassination performed by an 'other place' poster (be it an 'it, she or he' [do your own AI research because based on my line of work these posts present many of the hallmarks of AI. Within the 'digital diarrhoea' there lurks lots of evidence and I, personally, regard these posts as 'untouched by human hand']). We have had lots of these types of poster over the decade (not AI, until now); oddly enough there is one common denominator - the posts all, at some time, try to denounce Brombarb. The latest one is no exception and, as always, loads of slanted info but no useful insights into SPs and, most importantly, no competence in discussing our own SP behaviour, making the whole spectacle something of a vacuous repetition. Regarding OlderWiser, those insights have long been highly regarded on Hotcopper and, as a result of reservations the poster expressed on one specific 88e drill, I avoided loosing 10,000 quid. So from me, thanks to that poster. Of course, make of it as you will and, as ever, VGLA

13.27 - well, we didn't. So, what does your 'dangerous terrirtory' look like? VGLA

14.15 - I thought this poster has an immuno-degenerative allergy to the 40s and cannot see us there soon? VGLA

17.13 - yes, in my line of work 'repetitive strain injury' which feels like reading many of these posts today. Come on bb - we can do better than this! VGLA

07.44 - just before we leave this I have two observations:

In case it becomes important in the future, the field in which I work also has processes of certification and accreditation. Accreditation is by far the higher hurdle. Secondly, I would like to thank Bella for the detective work, especially in the absence of comms from our company(!) VGLA

Well, I invested in Avacta on the strength of affimers. I wish us all success with AVA6k and certainly hope we can help cancer sufferers, however, although I understand the principles there the biochemistry of FAP is for others. Nevertheless, I feel very comfortable with affimers and the almost 'limitless' applications. In addition, one of our daughters has Axial spondyloarthritis and any progress to deal with that incurable condition will involve something like the Affyxell initiative. As ever, VGLA

22.30 - Hi Mickey. Good question. VGLA

07.25 - of course that RNS and Terry's helpful insight into the budget begs the question ' which UK-based pharmaceutical company which has developed an innovative drug delivery technology to improve the clinical performance of cancer treatments for solid tumours through the local delivery of chemotherapy.' is out there with a MCap below £10million? Hmmm...VGLA

Phew - thank you! VGLA

07.25 - part of the Amc RNS: 'The Company entered into a heads of terms agreement ("HOT") to acquire a UK based candidate in the healthcare sector (the "Target") on 25 January 2024. The Target is a UK-based pharmaceutical company which has developed an innovative drug delivery technology to improve the clinical performance of cancer treatments for solid tumours through the local delivery of chemotherapy.

Pursuant to the HOT, Amur would acquire the entire issued share capital of the Target in return for the issue of new ordinary shares in Amur (the "Consideration Shares").'

07.25 - that is avery specific RNS and the date in Jan does fit our recent CR situation. If it is us then I can't see a T/O at this time realising much of our potential. It is, though, a lesson about T/Os as any now will undervalue Avacta - it is a constant danger (unless you belong to the 10% brigade). Potential 'hostile' T/O companies continually run risk/reward exercises on 'targets' and, as Avacta derisks, the negative side is making us an increasingly attractive target to others. The potential 'cavalry' would be a bidding war. Never an easy ride here! VGLA

 I share everyone’s frustration and respect all the views and reservations regarding our bod. This post is just a different way of looking at the evidence in the RNS. I have applied a process of isolating the facts that do not make sense and subjecting them to a simple test by asking ‘but why’. It takes us on an entertaining (even if totally wrong) journey:

Avacta was already fully funded until we could have expected extra income in a few months, yet, there has been a CR – but why?

That CR could have been at a much higher SP and yet it is now- but why?

The CR has been at a ridiculous discount – but why?

The prospects for AVA6K have been redescribed in less glowing terms than before – but why?

I could go on (!), however, these will help me make my point:

So, we have a CR, out of the blue, with a steep discount and a change in language. I believe that the elephant in this particular room is deliberately well-hidden in the RNS - ‘and, potentially, a NASDAQ dual-listing’

Where will the dose expansion study be? America

Where is the FDA? America

Which country in the World has the greatest repository of wealth to support Avacta progress? America

Which country is likely to require the largest volume of treatments supported by Avacta tech? America

The biggest clue here is that the entire CR feels like a fire sale – a new, sudden imperative in the Avacta ‘normal pace’ of research. We could have easily gone on without this CR in the normal course of events but, suddenly, there has appeared ‘urgency’. It seems to me that the only element in the Avacta mix capable of generating this urgency is a NASDAQ listing.

So, here is my contention regarding recent events (almost by definition it will be mostly wrong[!]}:

Avacta was close to a first money generating deal but parties recently walked away from it. The NASDAQ listing process is almost complete. As we know, there are demanding requirements to fulfil eligibility and the listing is ‘expensive’.

So, logic takes us to:

Money is urgently required. It must be raised (hence the 50p price).The listing process must remain secret. A small CR just to fund the listing would not make sense so a larger one has two added attractions: to obfuscate the real reason for the CR and the bonus of extra resources. So, other evidence: ‘The majority of the net proceeds raised….’ (What about the minority?); ‘to expore all available pathways….and potentially a NASDAQ dual-listing; ‘AVA6000has the potential to compete effectively against other approaches….'

If you are trying to list a UK based company on an American exchange you cannot say ‘WE have a product pipeline which is capable of undermining many of your American efforts’. It all becomes as much an exercise in international diplomacy as a financial/structural process.

Well, that is my abbreviated ‘alternative’ rambling (brought on by reading my ISA balance [through very dark sunglasse

19.40: Mr Martini - lovely to see your post. Yes, a long journey. You mentioned Shawshank so perhaps we can all be uplifted, surely (shawly) by:

https://youtu.be/Bjqmg_7J53s?si=hoiQE_-OYB7dqgV9

As ever, VGLA

27th; 20:49 - always good posting - thank you. This one looking close to Agent B territory which should fire up Timster. Nevertheless, I always look forward to Agent B's posts, from which ever bunker or safe house around the world (or beyond). VGLA

09.14 - ' Aim' attracts many sorts of posters. This one is 'new/recycled'. The opinions are all known to all of us; however, the spin, as with all trolls, is the 'reinterpretation'. Some want to 'aim' to manipulate the market for entry/exit reasons. Some have darker agendas sponsored by the pizza man and others. Avacta - I am here and relieved that I am not driven by the motivations of this poster. Avacta is chasing positivity and opportunities, this poster (and related others) are driven by greed and manipulation. VGLA

Still reading all posts including the life-wasting troll 'contributions'. There does seem to be a US dimension emerging - where might that take us(?) Latest RNS reads well, so, all best to fellow LTHs - long journey but we seem closer to incredible treatments across a very wide range of illnesses. Once affimers take centre stage.............VGLA