Member Info for RichKen

Spend the weekend reading the Avacta website:
https://avacta.com/about/

Try reading the research papers for potential investors prepared by a well known AIM investor with a strong track record for successfully making money on AIM:
https://aimchaos.files.wordpress.com/2020/06/avacta-group-update-ii-part-ii.pdf

Read the and watch the presentations in the news section:
https://avacta.com/news/

Watch a recent interview with the CEO:
https://youtu.be/6iXOrMUBaqM

Ask yourself why a large number of private investors are holding over 500,000 shares without understanding why this is such a strong potential investment? Yes there are lots of retail investors here and it is very much the share of the times, but what makes this so different from the rest can be found in the number of partnerships they have which have market potentials in the multi-billions of dollars.

These are the basics...

Cheers, RK

This was a strong update yesterday from SP Angel.

Bushveld Minerals* (BMN LN) 13.75p, Mkt cap £158m – Vanadium prices take off on news of strong demand from China

Bushveld Minerals shares look set to recover on rising ferro-vanadium prices.
Strong demand for steel and particularly structural steel in China is expected to drive demand for ferro-vanadium which is used to strengthen steel.
Better enforcement of the higher-vanadium content regulations introduced in October 2018 should also increase demand particularly for new state-sponsored infrastructure projects.
We expect Beijing to shortly announce a raft of new construction initiatives and projects to restore economic growth
FastmarketsMB trade log shows ferro-vanadium prices indicated at $29-30.50/kg in China
Ferro-vanadium 78% fob China rose $3.5% to $29 - 30.5 /kgV this week (FastmarketsMB)
Vanadium pentoxide 98% rose 8.4% to $6.5 – 7/lb V2O5 this week (FastmarketsMB)
Ferro Vanadium 80% FOB (China) rose to US$29.5/kgV vs US$29.0/kgV (Asia Metals)
Vanadium prices suffered relatively little negative impact through the coronavirus due to the interruption of production of secondary by-product vanadium from the smelting of other concentrates.
Increased use of higher-grade Australian iron ore which carries less vanadium content means that steel producers need to add more ferro-vanadium into their feedstock.
This is expected to drive steel producers to buy more ferro-vanadium in the open market.
Demand for vanadium electrolyte for VRFB systems is also expected to rise.
Bushveld is a significant stakeholder in Invinity Energy Systems PLC which was created through the merger of RedT and Avalon. Invinity shares have more than doubled since the companies were combined.
Bushveld now holds 8.71% in Invinit indicating the value of its stake has risen to £5.8m.
Conclusion: Bushveld Minerals has restarted its mine and processing plant following the 21 day lockdown in South Africa. While this will impact earnings in the first half we expect the company to make a strong recovery from here.

Roscon, is right there is real pressure on vanadium prices.

Cheers RK

Jonesrichard- I have got it for you to help you. Please make a note. This will be useful over and over again when discussing AIM listed companies moving to the FTSE. It comes up all the time. Thanks Ophidian.
“A main board listing requires quite a lot more governance processes and system to be in place for a company around reporting results etc especially. For right now AVCT probably has more than enough on their plate than trying to organise themselves for a move to the main market. Any new Board appointments with governance background would be a first obvious sign.

It is possible to be on Both AIM and SETS - in fact you cannot get an entry into the AIM50 without being on SETS. If (and it's a big if) we were to be thinking of a listing on the NASDAQ then a move onto SETS would definitely have to come first in my view.”

Hope this helps. Google SETS and SETsq.
Cheers RK

JR read Ophidians post from earlier. It is not just a reshuffle. It is compliance to different regulations and the trading as to use SETS. I have explained this previously too.
Cheers RK

Good morning all,
This was my response to the message!
“Hi Shaheen, Thanks for your message. From my perspective as an investor, it is impossible for me to take a view on your message as I cannot verify if it is factual or an opinion as you can imagine. I have to look at the market, the position outlined by the company and take the view that they are presenting the truth and that the partnerships they have are based on solid foundation. In this industry taking risks is not an option especially therapeutics.”

I suggest we put an end to this as it is not helpful.
My belief in the future of this company has not changed and after yesterday’s update with respect to the pipeline and now with significant funding they look set to make good on as many of the projects as they can.
Cheers RK

Is there anything wrong with this presentation?https://webcasting.brrmedia.co.uk/broadcast/5e985bc231da814c9fc6a477/5e9d8891f43115b1470001c7

Time scale:
BAMS - Late June for approval and sales
LFA - Early to mid-July for approval and sales

Too late, I doubt it!

Potential? Huge. Sales multiple hundreds of thousands per month!

That is a quite strong starter!

Cheers RK

Thanks gmcc, I took the number from the second to last RNS.

For me the development of therapeutics and these two lines with the thought that this will be expected in Q1 2021 is massive news and this will lead to the value being substantial by this time next year. If investors can hold for a year or longer the returns will most likely exceed the growth anywhere else.

"Obtain first-in-human data for the Affimer® platform.
UK phase I clinical trial for first pre|CISION™ chemotherapy AVA6000 pro-doxorubicin covered by current cash reserves, with the proceeds of the Fundraise being used to fund IND filing AVA6000"

If these tests prove succesful the potential here is monumental.

I am pleased to say my shareholding also further increased today and a very good price! Perfect.

Cheers, RK

- 8 RNS’s in one day
- Rapid Scale-up of Diagnostics Business, £10 million
- Working capital for the COVID-19 testing opportunity
- Expansion of in-house diagnostics product development capabilities including
facilities, capital equipment; scientific, commercial and senior leadership teams
- Acceleration of broader diagnostics product pipeline and commercial partnerships
- Accelerated Expansion of Pipeline of Differentiated Cancer Therapies, £38 million:
- Rapidly growing the pre|CISION™ pre-clinical pipeline and delivering pre-clinical packages for several pro-drugs (pre|CISION™ velcade, paclitaxel and oxaliplatin).
- Expanding the Affimer® immunotherapy pipeline (PDL1-TGFß inhibitor and PDL1-cytokine bispecifics).
- IND/CTA filings for one or more Affimer immunotherapies (TMAC drug conjugate (PDL1-IDASH) or first bispecific candidate) and one or more pre|CISION pro-drugs.
- Obtain first-in-human data for the Affimer® platform.
- UK phase I clinical trial for first pre|CISION™ chemotherapy AVA6000 pro-doxorubicin covered by current cash reserves, with the proceeds of the Fundraise being used to fund IND filing AVA6000.
- Total Number of Shares is now 235,152,097
- Avacta was very pleased to have added a significant strategic US investor to our register
- Alastair Smith - CEO - share holding 5,908,525
- Tony Gardiner – CFO – share holding 2,057,521

The Board anticipates strong near-term news flow relating to the COVID-19 test developments with Cytiva and Adeptrix, as well as commercial and technical progress in the established therapeutic and diagnostics businesses, allowing the Company to concurrently achieve multiple value inflection points that we expect will deliver substantial shareholder returns. I look forward to updating the market on our continued progress."

I can live with substantial returns and so can the CEO, the CFO and all new investors!

Cheers, RK

Only 110 views. Given the number posts on here every day and the global interests you would think this interview would have many more views than this!
https://youtu.be/6iXOrMUBaqM
Give it a listen!
Cheers, RK

SleepyDave, You are absolutely spot on with your point. Recommended.
I agree on each point made.
Cheers RK

I did not see this coming either. The company told us they were fully funded.
However, reading the rest of the RNS and joining up the dots, the actual implication of the RNS is staggeringly good as if you read all their points this is looking like becoming the largest biotech company in the UK and the upside is underlined very clearly.
My holding here will have not increase.
Cheers RK

THERE IS NO PLACING COMING!

Some people have not learned anything or read anything.

End this stupid thread!

Thanks, RK

Research Opportunities for the Avacta Investor:

Broker Note: https://www.docdroid.net/efF886d/avacta-full-note-060520-pdf

Company Presentation: https://webcasting.brrmedia.co.uk/broadcast/5e985bc231da814c9fc6a477/5e9d8891f43115b1470001c7
Latest technology from Avacta: https://avacta.com/alastair-smith-video-presentation-sars-cov-2-neutralising-affimer-reagents/

A good read from a well-known researcher is found here:
https://aimchaos.files.wordpress.com/2020/05/avacta-group-update-ii-part-i.pdf

Still the best investment decision in 2020!
Cheers RK

The point is most people have respect for long term successful traders. If you want the best known. I dot even have to say the name do I! Warren Buffet. But, when people have over years of experience built up a history of successful investments and have a proven track record they build huge respect. Those that build based on fundamentals and stick by there rules and principles will become respected. As AIM Chaos he has built up a solid reputation based on good advice and clear points.
We written and clear research is helpful to all who want to listen. It is not gospel, it is as he sees it based on experiance.
We can all build up this knowledge and being in business is a huge help for me! Knowing how a business operates and what to expect gives solid and reasonable expectations. The stock market and AIM is driven by sentiment but solid fundamentals and strong sales will deliver solid returns. Examples, ASOS, BooHoo, Fevertree, Keywords Studios are examples!
Cheers, RK

Global_2017, I was not worried, and I am not worried today. I have said all along this is a long term investment for me. In 12 to 24 months this is going to achieve amazing things or have been bought out by a large pharmaceutical giant.
If you read what I posted before about the potential for whichever AZ/GSK or another to take a stake as part of a partnership for the development of the program for therapeutics. If they are successful we could expect whichever to increase there stake and eventually buy the full business.
This may takes 24 months, but the resultant value for shareholders really will be in the £10 plus per share in my opinion as this as a market cap given the value it would offer would be small fry and be an exceptional value.
So those with a short term view coughing and spluttering all-day-long over these swings will be irrelevant.
So I am very happy. Yet again I bought into the drop today.
It is about the future... That is why you have to look at the presentation the company made - look at the slide with all the partnerships they have already! Then work out the value. People need to read and learn!!
Cheers, RK

I will remind everyone that the virus is not going away anytime soon!

We have no cure, no vaccine, and treatments are currently only to help and the rest is down to your own immune system.

So the only solution is testing and tracking. Mass testing with a simple low-cost solution and who has this in validation and testing at the moment? Avacta.

The only reason we are coming out of lockdown in Europe is the numbers in hospitals is falling. If it starts to rise again as it surely will then lockdown will come back.

Today the shorters are dowing everything to drown out the facts. Hence there are so many negative spin posts!

If you are a holder then change the title and create your own agenda. That is what the shorters do! It's your investment! Don't play to their tune.

Cheers, RK

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
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://www.docdroid.net/efF886d/avacta-full-note-060520-pdf

Company Presentation: https://webcasting.brrmedia.co.uk/broadcast/5e985bc231da814c9fc6a477/5e9d8891f43115b1470001c7
Latest technology from Avacta: https://avacta.com/alastair-smith-video-presentation-sars-cov-2-neutralising-affimer-reagents/

A good read from a well-known researcher is found here:
https://aimchaos.files.wordpress.com/2020/05/avacta-group-update-ii-part-i.pdf

Still the best investment decision in 2020!
Cheers RK

Good illustration of what happens in the process. Thanks for sharing GLR. Others should take comfort in the growth of a business.
Cheers RK

Stanman, yes I understand this completely. But it will be a major step and the partners will know how to move this forward and cover every aspect of due diligence. It will take I am sure a minimum of six months with everything going well.
But for investors, it will be a huge step in the right direction.
That is one small step for Avacta buy one giant move towards a revolutionary cancer treatment.
Cheers, RK

It won't be annoying if the news comes that we are expecting:
1. New Partnership with AZ or GSK for pre-CISION Therapeutics to develop and prove a treatment for the SARS-COV2 Virus whhich will block it
2. Test approved for BAMS with Adeptrix
3. Test approved for LFT with Cytiva

Where will the SP be then, over £5 easily?

Cheers,
RK