Increased position again3 Mar 2026 08:58
Moved some silver ETF profits into Avacta, it's my first increase, in an already substantial position, in a long time. Why? Well after years of being invested here, yesterday felt like an ideal opportunity, a slight dip ahead of what I believe with be a monumental 4 weeks. The tech is proven, and now we're about to go to clinic in the next 3 weeks, with a blockbuster drug that appears to beat one of the best cancer treatments available today, Enhertu. A drug that has a multi-billion valuation, which will be wiped out when 6103 trial data becomes available.....let's go!