Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
my own feeling is whilst patience is required, some realistic communication that is actively managed would help the situation for shareholders (maybe thats not so important). End Q1 turning rapidly into end Q2.
10/10 for tech and science. 1/1 for communication. someone will now troll out GSK etc. When you do, give Al a score for communication first. No need to sell, tech is solid, but yet to have a single piece of info given that is accurate, clear and on time.
yes we have been here before, but what else to say, feel better now:-). Did anyone see the Lions squad...WTF ?
soon
S19
Long running meme when anyone asks for SP prediction. We don’t know if it’s us, but when the yanks turn up it’s bound to raise the SP.
Why hasn't PL given us an update from India, after all he lives there.
how the winter months fly by
are the lambs still screaming Clarice ?
I can see a pig putting flying goggles and helmet on from here
Are you lonely, what do you need?
Sniffle Stick , available in a range of colours.
market is down all round. Breath.
made me smile, its been a long year
PL/PSB licensing fits the DNA of the company as well. Manufacture, global marketing, sales, logistics......better to hand that off to others who do it better and more cost effectively. IP and clever bit, make money from those, and focus on next win.
Guy on Telly today, expert in this. Africa has way bigger issues than covid. Highest cause of death is infant mortality. Measles is rife and Ebola is making a comeback. African population is shifted to the young, so covid not seen as top priority. I think you can assume 0 for Africa (also wrong).
O2
quote “have given AS the knowledge he needs and he no longer needs to pander to investors”
Yeah it’s good company has room to maneuver
Investors own the company, providing accurate info including changes to info so there is no false narrative given is hardly pandering. No one is calling for a strategy change, just accurate information if and when it is given.
Have to admit if he gave the dates and specs we have now a year ago he would not have raised 40 million, so in that respect cool.
Hope Thursday will be interesting with at least some pandering.:-) be interesting if any recognition that PR wise 2020 was a car crash.
Despite differences of opinion and thoughts, not to say some mega ********s, hoping this week sees LTHs dreams come a little closer, who ever you are.
It’s been a roller coaster, it may or may not happen but my fingers are crossed.
Its not just the dates being wrong. Its the deliberate way information is provided with almost 0 helpfulness. Wrapped up in “we are happy with” for the 100th time.
Example
Saliva test having issues. Does anyone feel completely informed and comfortable with the way that was released to market. Does anyone know if saliva is still being tested or is it just AN?
Not only is information withheld but the info that is given is obtuse to a degree that is beyond reasonable. I think Avacta is great, one of my biggest holdings, but move Al over to a different position and get someone in who has more respect for shareholders. If that was proposed at an AGM I would vote for it. Stop the waffle, tell it like it is. Argument about NDA is *******s. Covers contracts and information about the other party, not your own product.
And yep all said before.
So can any information which is not public be presented at the analysts meeting? It’s a closed meeting or not public info.
I would think no, but given a fair number of people knew about the placing last year before RNS that rule might be considered in the same light as giving dates, ie not so important.
@hants you are on the wrong board. That was well thought out, balanced, realistic and informative. Try to get with the program.
Of we only had a numbered timeline to adjust, oh happy days.
the meeting is to present the years numbers and news, and would occur covid or not . sure, it may have been delayed cos there is news imminent, but it's not true that having a meeting means there is news. If news is known that gives insiders an advantage it should be available, simple.
Where is Klaus' realistic, sunny outlook when you need it. Come back Klaus, all is forgiven.
The fact is, government has good visibility, Avacta employees have good visibility and the web designers have good visibility Given end of q1 (mid-summer, soon, a transformational quarter) have all been given, a " we are 70% they why thru, samples hard to get, final numbers expected in May etc etc could be provided to share holders today, no need to ambush market the morning of a meeting. For some reason that info is deemed unsuitable for the owners of the company.
avacta, great tech, great prospect, lousy communication unless there is a placing.
ho hum.
long term hold, tech is great.