Member Info for Vanilla

4.3m sold 5.1m bought really surprised with that after yesterday's news as was expecting a worse outcome. Some interesting positive observations here. I have no idea how this will end up a real head scratcher the comment from mcc about why tesla didn't raise this as prior art in the current case is a good point maybe it has nothing to do with the current dispute who knows. Being able to sell substantial volumes doesn't give the impression of failure any ideas from legal experts would be useful here but I guess none if us here will have a clue.

I think you have the wrong person go on docketbird.com and look at the letter in docket no.258

That is possibly correct TD you can read some of the court notes on docketbird.com and it is quite clear they are in discussion, some agreements have been made in terms of narrowing the dispute and the judges remarked if this case gets to trial. I hope there is a settlement even if it is lower than what a trial would award as then it would remove all this uncertainty. A few more months to wait anyhow and not unexpected as the court notes have been available for a while where this continuation request was suggested as a likely outcome.

That's what the judge said in the transcript so who knows a settlement maybe close and unfortunately a witness passed away and this request for continuation is to allow a replacement. Bit of a shame as needs to be concluded and move on. Let's hope the h2 sales have picked up as described in the recent raise rns.

Mer is right you can read the court transcript on the docketbird website. Definitely mentions the 2 sides are in discussion and if the case even gets to trial. Also mentions a leaning towards allowing the new expert witness but not sure if that means we may end up with a further delay. All these court arguments are in their language to narrow the case which I assume is basically to remove items from the dispute so what is left will be decided upon and a ruling either through negotiated settlement or judge decision. Seems like it is actually progressing though rather than stuck against a brick wall.

Looks like they want to continue indefinitely and cpx run out of funds. Not a sign they're confident hopefully the 24th will not get moved out again

Tell me about it talk about feeling duped however many of the senior directors threw a lot of money at this and really gave the impression they had belief in the technology. Follow the money was definitely not the right thing to have done. Nicholas Serandour was previously a financier I believe seems like he got something seriously wrong. So we have paid for a fully working maching in Daresbury and all they have to do is execute a verification plan that is well established with UHB and orders are awaiting......what a mess! If we still get something out of this it really will be a miracle!!

If the Continental orders are significant 2024 could be good timing but the court case this month might cause some volatility and we're yet to hear how much the 2nd half sales have increased over the 1st. A little good news might get the sp moving well before 2024 but we have been waiting a very long time for good news.

Don't know if it has been discussed here but Alistair's explanation of why a peer review hasn't been done and that a very detailed one after phase 1a will be produced could be very significant. It should raise awareness and validate the technology across the industry that will hopefully lead to improving investor confidence.

Bit of a sad reflection that this kind of project that was on the verge of treating patients within the next 6 months can't raise funds. There is plenty money swirling around I guess if someone does step in it will be on a ruthless basis without a thought for existing shareholders. That's partly why I always thought the existing major shareholders would sort an amicable arrangement that looked after their interests and therefore ours. Totally baffled that with all the assets and visible development they're in this position. Hope somehow it keeps going and that us shareholders retain some value in whatever it becomes as this is currently very costly certainly didn't see it coming after 230MeV and all the discussions regarding 20 potential customers. Seems like the loss of 8m at the 11th hour is yet another killer blow of which there have been many here like a cat with 9 lives not sure if they've ran out as can't say I'm familiar with companies getting into this kind of mess. And who bought all those millions of shares over the last few weeks just doesn't add up.

No not good at all difficult to believe they haven't got options on the table with all this development and a working machine sat in Daresbury doing nothing.

Hopefully the judge isn't too busy this time and sticks to the 24th July see who blinks first can't be doing with anymore time wasting tactics need to put this distraction to bed

Agreed and whilst the OAM sales will not be helping the sp their reason for selling is not related to avo's current financing difficulties and it does look like someone is happy to pick them up. As mentioned the French counterparty could be holding onto their very large accumulation. Difficult to read into what this all means but hoping it is a sign of a positive outcome....why else would anyone buy all these shares and not to forget the large investments recently made by significant shareholders including Board members. Trying to remain positive but feeling like a piece of wizardry like a light machine is required.

Maybe Lars is wielding the big axe for the chop when you don't hit the numbers. Might sharpen things up with the forecasting to sales ratio a good sign I think hopefully he'll bring someone in that actually sells something.

If avo manage to pull a rabbit out of the hat someone has managed to accumulate a substantial number of shares from OAM's difficulties. At these ridiculously low levels you fear the worst but with every substantial sale being bought perhaps there is hope. Not long left of the current finance so expecting news either way very soon. Still can't quite believe what they are sat on is valued so cheaply, the CERN developed RFQ is probably worth more!

Not trying to defend the BoD other than acknowledging that some have invested substantial funds. Don't think the warrants the BoD have received come with the compensatory shares as per the french counterparty.

All these cheap shares along with OAM forced into selling is compounding an already difficult situation. When it rains it pours but I'm hoping like the current weather we start to see some sunshine. Not sure what your investment here is but good luck as we all need it in this market.

As ever all looks so promising but nothing will count for anything until they start selling and deliver the numbers apart from a positive outcome in the court case. I will not be impressed if all we hear about is ex murata orders. The team should be focussed on winning new business across the complete product range not bloody taking orders from ex murata customers I'd do that job on a commission only basis. Lars better be wielding the big stick and get some of these large cap modules sold looking forwards to hearing a different tone from him in the EoY results I hope.

These conversions don't make for good reading must be like a kick in the teeth for the heavily invested BoD and lth's of which I am one. The only good thing is that as long as they aren't selling they see a profit in holding onto the shares which indicates some sort of deal will be agreed. If it is somehow I think it will be a long time before I see any profit but always intended to hold until successfully commercialised so will reassess then but fingers crossed for now!

Richar I couldn't agree more they just argue amongst themselves all day everyday. I thought the same thinking they're all sat in the same room messaging each other. Definitely would be very careful about the perception created through this dialogue might be far fetched but starting to think they pat each other on the back at the end of the day for a job well done.

Is it possible there could be a phase 1a US STS patient that would normally be treated with dox that was dosed in cohort 5 and continues to cohort 6 and eventually continues to phase 1b as their disease has not progressed. They would then have very early efficacy details almost from the outset of phase 1b.

I can't imagine the patients where disease hasn't progressed being denied continuation of treatment and all the data immediately available will be of tremendous value. Understandably all the other phase 1b regulatory data and comparative studies will be needed but there will be no denying the evidence in front of them on completion of phase 1a.