Member Info for RichKen

It is a shame that Wales on-line didn’t focus on the impact that the new super fast point of care rapid Covid19 test will have on the world economy. Maybe they should research the real story.
Cheers Rich

It would help if the MM's would allow people to buy! Why hold buyers back at this point! Not even £2.5K can be bought!

If AIM what to work effectively as an exchange they need to allow buyers and sellers access to the market!! If we want to buy let us, if we want to sell let us!!

Anyone agree?

It is certainly excellent news which the market makers have to grasped this morning. however, this is a huge indicator that large Pharmaceutical companies can see huge opportunities in Affimer Technology and the pre|CISION platform. The potential long term income from this will be way ahead of the diagnostic opportunities long term especially with the chemotherapy work. But, this is for multiple uses.
Avacta are looking stronger and stronger!
Cheers, RK

I did too 1.4 billion. It is just under 1/5 of the global population. Given the current situation these numbers are not unreasonable if we want to isolate the people with the virus and keep those who are clear working and living life.
Cheers Rich

I do not expect Skin to have anything like the opportunity to grow in the way Avacta will. I am not moving my holding from here.
Cheers Rich.

There is no doubt that the world really needs a rapid and reliable test which we can use anywhere and be sure it is reliable. In meetings today in business there and many companies who will have a very difficult decision if any one of there staff is diagnosed with Covid19. The fact that people have to wait 48 to 72 hours for a result is a long time to isolate and the elimination of this time with a 10 minute reliable test will change the massive challenge for companies and people everywhere. Right now there is no test which can deliver this and when the Avacta Rapid pOC test does come to market it still will Gian huge global traction immediately. I am delighted to be a large share holder here and I fully expect the Rapid POC test to drive our SP beyond £5 and through the autumn up towards £8 to £10 as global sales are meet through increased production.
My holding is in excess of my 750K of shares and this is stage one, add in the impact of the pre|CISION chemotherapy treatments passing stage 1 clinical trials added to the Rapid POC test sales and you will see the SP climb dramatically. Those who hold will be share holders in one of the fastest growing global biotech businesses.
I am very excited to be part of this journey. Don't loose focus on what will very likely play out here.
Cheers, Rich

I expect the next few weeks to be news rich, especially strong updates on BAMS and LFD tests leading to very strong updates. It is 4 weeks since the BAMS update and the CONDOR validation should be complete. The transfer of LFD assays to BBI should be completed and initial pilot production is likely to be ready to send to CONDOR.
The opening of production and use of Avacta’s rapid and super accurate tests will develop massive revenue for Avacta which will result in a rapid inflation of the share price to record levels.
The upside of the next few weeks will be very strong in my opinion. An increase of 200 to 300% would not be surprising.
Great time to be an Avacta share holder.
Have a great Sunday.
Cheers Rich

The Introduction:
Avacta is a Biotech company with two operating segments, the Therapeutics operations based at Avacta’s Cambridge site (pre|CISION™ ) and the Diagnostics operations ( Affimer® ) in Wetherby.

The Expertise!
Avacta has two key areas - Affimer® technology a uniquely developed technology which is used as a diagnostic to find virus’s based on a human protein called Stefin A. The Affimer® platform is Avacta’s proprietary therapeutic platform with its intellectual property covered by several patent families.

Projects:
Affimer® technology projects with LG Chem just on licensing can be worth up to $310 million.
ADC project backed by Astra Zeneca for PBD Warheads - loaded affirmer drugs $500 million.
A joint venture in South Korea with Daewoong a leading Korean pharma company, to develop the next generation of cell and gene therapies, incorporating Affimer proteins to enhance the immune-modulatory effects. Avacta holds 45% of the business but the finance is provided by venture capitalists where the market potential is still too large to actually pinpoint as there are NDA's in place so the market information can't be shared. Huge potential!
The huge project with Affimer® technology with Moderna which again will give drug deliveries for mRNA delivery is still progressing. Huge potential!

Affimer® technology to detect Covid19 using Antigen tests the partners are Cytiva (LFD) and Adeptrix (BOMS) with distribution through 4 Mass Spectrometer suppliers (both close to production)
There are existing 5 other Affirmer evaluations progressing, 17 other projects already delivered for evaluation, and a further 7 development projects initiated!

The Expertise:
Avacta’s pre|CISION™ technology can be utilised in a drug conjugate linker or to generate chemotherapy pro-drugs that are only activated in the tumour.
When added to a chemotoxin, the pre|CISION™ substrate prevents the chemotoxin from entering cells and therefore renders it inert until the substrate is cleaved in the tumour microenvironment. Using this pro-drug approach, the systemic exposure to the chemotoxin is dramatically reduced, and the safety and therapeutic window of these powerful anti-cancer treatments are improved.

The projects:
pre|CISION™ partnerships which are looking to start with opportunities in AST, Breast and Ovarian cancer the EU/ US market potential is around $1.5 billion.

Research Opportunities for the reader:

Broker Note: https: https://avacta.com/wp-content/uploads/2020/08/Turner-Pope-Research-Note-6th-Aug-2020.pdf

The last Presentation:
https://youtu.be/DzoxXCB4or0 - from 1hr 33min 50 seconds

Latest from Avacta: https://avacta.com/news/
and https://avacta.com/investors/documents-presentations/

A good read from a well-known researcher is found here:
https://aimchaos.files.wordpress.com/2020/06/avacta-group-update-ii-part-iii-1.pdf

Investment for 2020 and beyond , it sure looks good!
Cheers Rich

The Introduction:
Avacta is a Biotech company with two operating segments, the Therapeutics operations based at Avacta’s Cambridge site (pre|CISION™ ) and the Diagnostics operations ( Affimer® ) in Wetherby.

The Expertise!
Avacta has two key areas - Affimer® technology a uniquely developed technology which is used as a diagnostic to find virus’s based on a human protein called Stefin A. The Affimer® platform is Avacta’s proprietary therapeutic platform with its intellectual property covered by several patent families.

Projects:
Affimer® technology projects with LG Chem just on licensing can be worth up to $310 million.
ADC project backed by Astra Zeneca for PBD Warheads - loaded affirmer drugs $500 million.
A joint venture in South Korea with Daewoong a leading Korean pharma company, to develop the next generation of cell and gene therapies, incorporating Affimer proteins to enhance the immune-modulatory effects. Avacta holds 45% of the business but the finance is provided by venture capitalists where the market potential is still too large to actually pinpoint as there are NDA's in place so the market information can't be shared. Huge potential!
The huge project with Affimer® technology with Moderna which again will give drug deliveries for mRNA delivery is still progressing. Huge potential!

Affimer® technology to detect Covid19 using Antigen tests the partners are Cytiva (LFD) and Adeptrix (BOMS) with distribution through 4 Mass Spectrometer suppliers (both close to production)
There are existing 5 other Affirmer evaluations progressing, 17 other projects already delivered for evaluation, and a further 7 development projects initiated!

The Expertise:
Avacta’s pre|CISION™ technology can be utilised in a drug conjugate linker or to generate chemotherapy pro-drugs that are only activated in the tumour.
When added to a chemotoxin, the pre|CISION™ substrate prevents the chemotoxin from entering cells and therefore renders it inert until the substrate is cleaved in the tumour microenvironment. Using this pro-drug approach, the systemic exposure to the chemotoxin is dramatically reduced, and the safety and therapeutic window of these powerful anti-cancer treatments are improved.

The projects:
pre|CISION™ partnerships which are looking to start with opportunities in AST, Breast and Ovarian cancer the EU/ US market potential is around $1.5 billion.

Research Opportunities for the reader:

Broker Note: https: https://avacta.com/wp-content/uploads/2020/08/Turner-Pope-Research-Note-6th-Aug-2020.pdf

The last Presentation:
https://youtu.be/DzoxXCB4or0 - from 1hr 33min 50 seconds

Latest from Avacta: https://avacta.com/news/
and https://avacta.com/investors/documents-presentations/

A good read from a well-known researcher is found here:
https://aimchaos.files.wordpress.com/2020/06/avacta-group-update-ii-part-iii-1.pdf

Investment for 2020 and beyond , it sure looks good!
Cheers Rich

I think the value of a good share chat is focusing on the various projects which a company has in its pipeline. Avacta has a so many amazing partnerships and opportunities to be successful that pastors on this board could easily spend time looking and researching those opportunities and sharing valuable knowledge. That would ensure this board remained useful. If had as much time as many here who post throughout the day, then we would have a very useful resource. My time is limited due to a huge work demand but many clearly have the time.
Avacta is about to enter a news rich period resulting in a likely rapid rise in its share price, so there are are multiple reason for solid research and positive contributions here.
There are plenty of opportunities on Twitter to talk of subject and for people to share their tips and news if they feel fit. But, this board really should be focused on Avacta and its multiple exciting developments.
I truly hope the quality improves very soon! A company that is going to deliver the kind of gains investors are likely to see very soon deserves positive contributions.
I fully expect a rise to 170 and then to over 200 on BAMS. Then a rapid rise on LFD to 500. With multiple sales contracts to the US and South America we could see 1000.
Cheers, Rich

I fully expect the BAMS update! One of the most important COVID-19 tests will come to market which will not only give super accurate lab analysis to detect the virus but also any mutation from the standard SARS-Cov2. This will be a major building block for the future of testing.
This is due anytime. If it will be tomorrow we have to wait and see. The other key part of this is a global distribution for the Avacta BAMS Affimer test. It will give a very good indication of the potential for the LFD.
If this comes forward as the next RNS it should trigger a rapid rise to over £2. If it is matched or followed up by pre-orders then the price will rise much more. This will show Avacta have achieved and will give an insight to our future.
Any doubts from unresearched shorters like ‘iceman’ who clearly likes to poor cold water on any stock they are not fully understanding. Good good mostchere are fully researched. If you consider the new appointment today and the effect of fully approved targeted chemotherapy with a successful diagnostic business the potential is way in excess of any realistic suggested company valuations.
People will look back and wonder why they didn’t believe there research.
Let’s see what happens.
Cheers Rich

Michbeans, if Avacta succeeds in therapeutics and targeted cancer therapies then you can be sure the share price will be pinned to £50 (per share).
Excellent appointment and show great intent!
Cheers Rich

@yorkshirepragma I think that with the potential news of exceptional S&S numbers and a highly likely result from the POC LFD in less than 10 minutes and possibly in less than 5 minutes we can expect it to make global news! To this point, the only truly accurate test has been a PCR type test, Antigen tests have so far been a second best option. With the Avacta test, we can expect every reason for simple rapid tests to be come the only way to test. The likely publicity I am sure will be covered by media around the world. We are all expecting less than 10 minutes, but if the production test breaks 5 minutes then no company will get close. The Affimer technology using the specific target Affimers which will be like iron fillings attracted to a magnet. So I expect the result to be very quick indeed. I am sure that is why Alastair Smith said they are very pleased with the results from the pilot test and they await the first production LFD tests to see how close the match is to the pilot. If it is as good they will have a product that will change Covid-19 testing for a long time to come.
Following this it makes me wonder what other test devices and viruses will Avacta target in the future, there are many other viruses which could use the same technology using Affimers and the opportunity to grow this market far beyond Covid-19.
Of course right now with the best on the planet results every LFD manufacturer will want to be working with Avacta to deliver tests to there own markets and global sales may well be much greater than anyone could imagine. the numbers of cases in the US, Brazil and India are growing so quickly but the rest of the world needs testing too and safety on the planet is determined by a simple test and we are looking like we will be right on the top of every governments wish list to have tests let alone the private sector which will be targeted via MEDUSA19.
Add the BAMs lab testing which is likely to discover mutations as the virus changes, which will allow Avacta to modify the LFD if the Affimer attraction needs changing and Avacta will stay ahead.
Then bring in the Virus neutralising technology with are partnership with Daewoong and you have a full Covid-19 tool back to detect and fight the virus from a small but soon to be known globally British Biotech company.
Cheers, Rich

Good afternoon all, I expect with excellent S&S results and forward orders for BMS the SP to move into the £2.00 to £2.20 window and with the LFD news with forward sales a jump into the £4 to £5 mark. If the virus continues its path as unfortunately expected we should see multiple new partnerships and production capacity and global sales for BAMS and LFD and the share price heading to circa £10 around Christmas time.
Other news and developments may accelerate this in my opinion.
Cheers Rich

Good morning all!
Surely this week will bring us our first production test, the BAMS. That would really get us on the road!
Could we have a high this week in the £2?
Either way I think today will be a blue day. If there was ever a time to buy into Avacta for those not in, the next 3 to 4 weeks are likely to bring from strong returns.
That is my thoughts for the day. Have a great week all.
Cheers Rich

The global numbers are really rising again. There is a lot in this BBC update https://www.bbc.co.uk/news/world-51235105?intlink_from_url=https://www.bbc.co.uk/news/coronavirus&link_location=live-reporting-story
A worrying situation for the world!
Testing is going to help!
Cheers Rich

Given the scale of the current situation which globally is now much worse than feared and the need for mass POC testing, there is less doubt in my mind than ever for a massive ramp up of production of our test to ensure the safe working of our population and that those who test positive can be isolated or given the right treatments. The numbers of tests required will be in the hundreds of millions per month. As soon as our test is in manufacturing and validated the need for more partnerships is going to be huge to match the potential demand.
The other key Developement which Avacta need is the acceleration of the virus blocking technology. It is one thing to detect and isolate individuals but the need to block the virus and treat patients is going to be key to getting our planet back to safety.
The company remains best places to be a key solution to multiple aspects of helping remove the risk of Covid19.
The next huge project will be the targeted chemotherapy which given the effects on people’s treatment programs for cancer through the last 6 months is going to be even more important.
Bring this together and you have a hugely valuable business.
Cheers Rich

Well, all those who think information from charts don’t work, I have increased my holding by 150,000 shares through the ups and downs of the share price. This share has performed beautifully so far.
Not saying any more on this subject. I must have just been very lucky....erm...

Not at all Knuttie. Just looking at where my investment focus needs to be building ahead.
Cheers RK

I first invested here in March 2017, first buy was just over 5p. I still have a nice holding, but I had sold down back in April / May from a ever growing holding till that point.
Bushveld Minerals have continued to deliver on promises and predictions based on their own information given to the market and the foresight of many astute investors here. The latest piece of the jigsaw is to take over control at Enerox the key part of Cellcube. One of. The worlds most advanced VRFB manufactures. Timing as always has been key for Fortune Mojapelo and his team. SA have now commenced the BESS project in SA and I have every reason to think that BMN will take a large chunk of these tenders.
Fortune and his management have tried to ensure they are protecting the work force during these challenging Covid19 times. The market in China is clearly ahead on the vanadium requirement and Bushveld have been quick to change there supply profile towards China where prices are growing. But, we are on the brink of a large step up for the global vanadium market, through an increase in infrastructure both in terms of construction and energy. Today’s prices are starting to grow and BMN’s operation costs remain ultra low. The resource under their control remains one of the biggest on the planet and with any spike in prices the income jump would be huge and accelerate Bushvelds market position. Sure we are in uncertain times, but buying in to Bushveld at these levels is unlikely to Be possible for long. In the days ahead any entry to the investment at 10 to 14p is looking like a very good point now. We are close to another quarterly update and potentially good numbers which may just catch the market off guard. Is a repeat of a strong rise possible as the autumn of 2018? I would not say it is certain, but it is possible. Those BESS contracts will be like a 100 dollar a kilo vanadium price equivalent from my understanding of the amount of vanadium required.
The opportunity in front of investors here is a strong one indeed. For the savvy ones here, it could be exactly the 260% plus rise towards 50p coming soon.
Time to add in the days ahead!
I wish everyone every success. You might see (or hear) from me a little more in the weeks ahead. I have been watching and reading and looking for signs. There are small green shoots and trees could becoming!
Cheers RK