Member Info for Rooba

This is important as it shows investors that the company can continue to sell it's services.

The SP has dropped too low due to lack of confidence, so lets hope this is a turning point.

I've been invested here for a while and I think the current SP reflects the uncertainty around future contracts, rather than the fundamentals.

So a lot hinges on what happens next - another contract cancellation and we'll see an even bigger drop. But a chunky new contract could see this fly.

I continue to hold because I think HVIVO offer Pharma something they need and is cost effective. So even if big pharma have less money due to changes in the USA, they will still need trials, and could even see HVIVO as a better, more cost effective option. That's my hope anyway. I just hope I'm right.

GLA

Up 23% since my post in December, and still looking strong for future growth.

Very happy to stay invested here - a recession/disaster proof business with 10 years of significant growth.

Better than chasing rainbows.

Posting this for anybody looking in on here as I think this is a quality investment that PI's just aren't noticing.

Latest result headlines:

Revenue growth of 16% (11% organic, 5% acquired)

Adjusted EBITDA growth of 20% reflecting revenue growth and improved margins

Adjusted profit before tax growth of 16%

Increase in interim dividend for the seventh consecutive year of dividend growth.

This company delivers double digit growth year after year and operates in markets (in particular insolvency) favourable to ongoing growth for the foreseeable future.

The SP however hasn't kept in line with the performance, (quite the opposite) and is bouncing back from a low, but is still very cheap.

Anyway, don't take my word for it - have a look at the fundamentals and the market Begbies operate in, and decide for yourselves.

The sell-off here was ridiculous - people get spooked too easily by no news and by people with agendas to drive the price down. And they ignore the fundamentals.

We should hopefully now see a sensible climb back of the SP, as this is very under-priced at the moment.

I really like the pipeline choices - they now cover so many strategies.

AVA6000: proof of concept using existing drug and gives easiest route to market.

AVA6103: would blow the market away in some of the most critical and prevalent cancers, delivering previously unmet needs. Wow!

AVA 7000: next generation tailored delivery of warheads to hit a broad market of unmet cancer needs.

A superb mix, and looking forward to further updates soon.

Good summary.

Using / selling diagnostics to pay for theraputics is the key thing for me. The acquisitions were a disaster as it takes too long to become profitable, and ultimately led to this year's placing.

Reversing this strategy will peotect and extend our theraputic cash runway.

Onsolid; if the market sees directors drip selling into the market over a period of time it will spook investors and drive the share price down significantly.

This method seems the least worst way of directors 'taking a profit' on some of their shares, which they are entitled to do.

Well said Bugerov, and thanks for pointing out that guitarsolo doesen't understand basic maths - ie. if you increase the proportion of something, it MUST reduce the proportion of something else. I dread to think what his investments must look like if he can't grasp that!

Anyway - I've had my say, and its obvious that some of us will never agree.

Bye.

Meconopis, Aviva have a target of 13% "ethnically diverse" senior leaders in their charter and 40% women senior leaders.

So I'd just love to hear your explanation of how they could achieve this without reducing the proportion of white men in these roles. I think I'll be waiting a while. . . . .

I understand that discrimination is always discrimination, and not "positive" because others approve of who is being discriminated against.

Guitarsolo you are clutching at pedantic straws to try to save your embarrassment.

Under her leadership Aviva are aiming to actively reduce the proportion of white men in senior roles, as set out in their charter. They do not expect it to happen by accident, so they are discriminating against white men to try to make it happen.

People looking for 50/50 gender splits are fools who don't understand human behaviour, and don't apply that logic to cr_appy jobs where men make up the majority of the workforce.

For someone who thinks they are better informed, you seem to be unaware of the non white male quotas in Aviva's own charter on their website - link below - please do check it out.

https://www.aviva.com/about-us/women-in-finance-charter/

I've read the exchange and understand the context - its discriminatory. If you can't see that, then I can't help you.

I disagree Trotsky - you are reading behind the lines and incorrectly assuming fair play.

She made the comment about white men, because thats exactly what she's looking at.

She is outspoken on seeing women as victims and already has minimum quotas for women and non-whites in senior roles at Aviva - and this is just her being open about her discrimination against white men.

I worked for Aviva (Norwich Union) for 25 years and saw a transformation of more and more women moving into management and senior roles. They did it on merit - there was no quota or special vetting process. It worked fine as it was, treating people equally.

But putting in an extra check only for white men is nothing other than rac_ist discrimination!

Recruitment criteria should be applied equally to all regardless of race, skin colour or sex, and if you don't believe that, then it is YOU that is prejudiced.

When all those shorters warned us of an SP death spiral, I didn't realise they meant a death spiral for themselves!

My thoughts are with them . . . . . . as it makes me smile :-)

I've been quite heavily invested here for a while, and watching this drop is painful, and makes you want to sell. But the 35% ish drop in the past month comes off the back of results showing huge increases in production, revenue and strides towards profitability - and in my view, the SP drop isn't reflective of the results and the outlook, even taking into account some of the concerns raised.

And whilst the owners don't get everything right, I like that they haven't gone into hiding, and still want to communicate with us when it is a difficult time for investors.

So I will continue to hold for the long run, as I believe Tirupati remain an efficient, rapid growth company, and the SP will at some point reflect that.

Good points Icecool.

My takeaway from yesterday was how much Avacta are now playing the long game. They know they have groundbreaking, incredible bio-products, and this has given them the confidence to change commercial strategy and proceed to grow without having to worry about where funds will come from or the short term share price.

It explains the drop in SP yesterday, in spite of reaffirmation of superb trial progress. AIM investors have little patience.

Personally, I can wait - the current SP is frustrating, but I firmly believe its a matter of when, not if my investment will be worth multiples of todays value.

I agree with Ripley & Bein, it wouldn’t take much to reassure investors and tell us more about progress and plans, but it most likely wont happen.

Ive been over-invested here for 3 years and de-risked by selling some shares shortly before 17th Jan, which I’ve been regretting.
Well, I bought them back today at a lower price, as I believe we have been told to a very high degree of probability that AVA6000 (and all that follow) works. So I think the risk has almost gone, and all we need is patience.

My guess, and it is a guess, is that further DE hasn't started yet.
Reasons:
- it needs approval, so out of Avacta's hands, and we know from past experience how slow these things can be. And especially if a significantly higher dosage has been requested.
- Avacta specifically announced the other DE's - it doesn't make sense not to now, and I would argue it is 'material' information.
- Avacta = brilliant technology, but terrible planning. They miss most indicated timelines, and my expectation is that they will miss this one.

I hope I'm wrong, but am managing my personal expectations now, and will remain patient (and will ignore the doomsayers) if we get to July and P1a is still ongoing.

I thought the implication was that the targeting of AVA6000 not only attacked the tumour, but also the cells leaving the tumour, thereby preventing metastases as well. ie. a cure.
This may have come from Avacta rather than Dr Tap, but that was my takeaway.