Member Info for Richob

Depth 8
10:44 5,000 123
09:54 5,000 122
09:23 5,000 122
11:35 5,000 122
09:54 5,000 120
10:10 5,000 119
10:12 5,000 118
08:02 5,000 116
8 Depth
125 5,000 10:12
126 5,000 08:02
127 5,000 09:54
128 5,000 10:44
129 5,000 10:10
132 5,000 09:54
132 5,000 09:23
132 5,000 11:

I think being part of the MSCI does two things.

Firstly, the company meets the criteria. Not all small cap companies do.

Secondly, it looks like around 5 million shares, about 2% of the total, are not being sold for at least six months.

The board seems to get excited if an institutional investor increases their holding and I don't see a fund as being that much different and there is a repeatable time scale on the holding, which could be arguably better.

That aside, I agree that the placing was the right move even though this board didn't warm to it at the time.

All the best.

Cave Exigo

And without that funding we wouldn't be in the MSCI.

All the best.

Thought it would be worth reading up about MSCI after the flurry of activity yesterday evening.

This index is reviewed (additions and deletions) every May and November and is based on:

Value - relatively inexpensive stocks
Low size - smaller companies
Momentum - rising stocks
Quality - sound balance sheets
Yield - cash flow paid out
Low volatility - lower risk stocks

All the best.

Cave Exigo

Agree, Timster but those trades have never been in the millions as I recall.

All the best.

Is it 10 am again on here?

further massive buy trades showing, both after hours and not saying delayed trade.

Book balancing?

Something else?

Cave Exigo

https://principia-scientific.com/uk-government-expecting-a-flood-of-covid-19-vaccine-injuries/

Seems that the government aren't quite as convinced about vaccines as they say.

No issue either way but if you are expecting problems then you will probably get them.

Test, Test, Test.

Cheers !

To be perfectly honest, I have never seen an auction like it, so think that "something" must be going on.

Technically speaking, shares must have been put up for sale or purchase but it just seems enormous numbers all at the same time.

I think MSCI is part of it but can't see that being all of it. The MMs still show 116-118 for opening with a UT of 122, so are sticking to the usual format.

Can't believe that this all means nothing but can't confirm either !

Come on Sir Al.

Mass testing due to be mentioned now.

Happy to admit ignorance.

Cave Exigo

Whilst we await our promised news flow, just been looking at partnerships on the Avacta website. It is these that pay for the R & D required by the company.

L G Chem - recently renewed and very rewarding

Affyxell (with Daewoong)

Moderna

ADC Therapeutics

Oncosec

Tufts (also partnered with Daewoong)

Selexis

I doubt these companies would partner with Avacta if there weren't some opportunities for them from affimers and the PrecIsion technology.

I can understand the frustration that holders such as moniman are expressing but waiting time is better spent (for me) relooking at what is there and actually finding even more.

This is a buy and hold for me but good luck if you decide to sell as we each have our own way of looking at things.

With regard to the week ahead, I believe it is only Monday, so am still of the opinion that we may see a positive announcement.

All the best.

Cave Exigo

I mentioned this yesterday, which you can find on the website via careers, vacancies (there are none) then pipeline. All at preclinical with AVA6000 due there in Q1.

AVA 6000 doxorubicin
AVA 004 PDL1 inhibitor
AVA 021 PDL1 plus LAG3
AVA 027 plus TGF
AVA 04 I DASH
Oncology - undisclosed checkpoint inhibitor
Vascularisation - undisclosed target
Cell and gene therapies
Oncology- a further two undisclosed targets

Won't pretend to understand the scientific labelling but believe that the undisclosed targets are for Daewoong, LG Chem and ADC plus a company called Selexis, who we also appear to have an agreement with.

Whilst the "shorter" term understandably is all eyes on the saliva LFT, the nasal LFT, the waste water system, BAMS (and whatever I might have missed), these cancer treatments are something phenomenal in my opinion.

Given that we have such an array of items, who knows what the news flow order might be.

All the best on another lockdown Sunday.

We'll never know, Pedrol but Ruane are a renowned longer term investor, so I would think that covid was a (positive) side issue.

All the best.

The market cap and/or being a takeover target for a company that has a new cancer treatment are difficult to calculate.

The fact that Avacta now has four cancer treatments for different cancers approaching stage two clinical trials says something about future market cap or takeover prospects I reckon.

Covid aspects of the company are a shorter term likely bonus in my very humble opinion even though they are the understandable current focus of the discussion board.

My thanks to girlupnorth for her earlier post and for the posts about who might actually be involved in going the current tender for the LFT.

All the best.

Not getting excited but prefer a balacing trade that is blue if ot was a balancing yrade.

All The best.

John. I think this will turn for you not that what I think really matters. I have also bought well above where we are plus some well below.

Just think that there are too many positive options, many outside of covid, for this not to be a good place to be.

Given that very large buy, that makes at least three of us!

Have a great weekend (lockdown allowing).

Richob

Does someone buying 377000 shares say anything?

Far more to come here I reckon.

All The best.

Has the site gone back 5 hours or is my phone not right?

And that has been a 1 trade if you believe in those.

Perhaps Tiger was a day early !

All the best.

On the Avacta website, via careers, there is a "pipeline".

In addition to AVA6000, AVA 004, AVA021and AVA027 are all at preclinical stage with AVA6000 being the nearest to clinical trials as per the RNS. This is excellent progress on three of the other nine cancer drugs in my opinion.

In addition, there are two undisclosed targets for LG Chem,one for ADC and cell and gene therapies for Daewoong.

I know that we are all currently fixated on The LFT but I can't see how this is anything but positive.

Do have a look.

All the best.

If you type airlines subsiding covid tests into Google you will see a few, including Gatwick.

Have to agree about Ryan Air though !

I think the important part is that Joe public is unlikely to pay the full cost of testing until the economy is back up and running, so different test costs are not currently that important.

All the best.