Member Info for wyndrum

I wonder (in general terms, not AVCT specific) if the enforced blackout is to give the funds time to off load (if they choose)before the details/terms of the raise become public?

WAG if they are all filtered how did you know it was a different poster?

WAG " Ignore the fud, the shouty tramps with their end is nigh boards the sealions and the fake accounts. "

Why not just say "ignore anyone who disagrees with me."

" forgetting that we are fully funded awaiting more confirmation of the science. "

fair enough Ice....

Oh... by the way, was that your argument when we had the last one before raise at 95p?

Thats the trouble Ice, with your Bias. "ThOrN HeRE fOR EvERYone BeNefit…. What a hero to the investment community."

If a poster here said "buy buy buy" with good reasons and a compelling case to do it and it did indeed move up dramatically, all those that made money would be grateful and kindly towards that post/poster. However because it is not want you want to hear, although SP-wise it has been accurate, you drip with sarcasm and a petulant dismissal of his remarks.

Who looses out by your type of post?

I think turnkey, you are forgetting "The market is as thick as mince" argument when the SP was in the 150's

Gje, the placing forced the price down to 50p then rallied to 58p. Its the fall from there with the Poster presentation looming and then the fall after the presentation that I was (genuinely) interested in your views on.

Gje, given we have different view points, on the near term at least, what do you think has caused the SP to fall after the presentation. (it was 58p prior to the Poster event), given your expectation in the near term (2WD etc)

I agree gje that a reversal in trend tends to be driven by unexpected news.

The fact that you are expecting it suggests that you are out of sync with the majority of opinion. Which is fine, by the way.

I guess it just depends on what you want from a stock.

My attempts are always to try and maximise profit. I find it much harder to do that by looking ahead too far.

Different strokes and all that.

Gje, "...Then, out of the blue, ...."

I appreciate that, but I don't base my expectation on "out of the blue" events.

I agree that everything we know of how this has progressed is very positive, (that's why I continue to hold some stock).

But I am struggling to understand after the raise came in and we, the market etc, had adjusted to the 50p SP and then the Poster presentation caused a fall in the SP. That doesn't make any sense . Or at least no sense in the short term.

So I agree, it is looking like an out of the blue event will be needed to support the SP.

This is a real, not for "widows and orphan's" stock.

"....not the sealion, who I now see has joined in as a green box, nor anyone on here - has your best interests at heart. "

Speak for yourself.

I post here to bring different scenarios to the fore in an attempt for those who had not considered them to do just that so that within their own personal finances, it might help mitigate losses or maximise profit depending on their own thought processes.

If I have an "agenda", then that is it.

BV: "AS hanging on for the big deal. Pharma can wait because no one is commercialising this if Avacta is going it alone. Avacta doesn't have the resources - cash, staff, skills - to go it alone and pharma knows that. Pharma can wait until Avacta are desperate for cash again."

Very good point BV,.

As AVCT come towards the end game it starts to crystalise the options available.

Its down to 18 months give or take. Is that time for the efficacy trial to be completed? Will the FDA have made a decision within that time?

The assumption is 2WD will be better for outcomes. But will it? Again that part of the trial has to be concluded. As BV highlights, the "go it alone" strategy removes pressure off BP to act quickly, which in turns reveals new different strategies for all parties.

My take knowing AS's MO is that there has been little or no positive approaches thus far from anyone of note and he is being forced down this route.

Money is not the immediate issue as the RI has given them the breathing space needed so the focus goes back to the science, but it was disappointing to me that there has been such a muted reaction to the latest presentation.

The implication is either this is not quite the breakthrough in cancer care we all think, or it is still has the potential to fail and is only at a promising early stage, or it is years away from, whoever owns it, making any money.

Given the trial has progressed for years and the SP has fallen so dramatically suggests it was wildly over valued.

I am coming to the conclusion that a likely scenario of talks between AVCT and BP have at best been promising and constructive but BP don't value the tech as as valuable as many here do and perhaps have indicated what they would pay AVCT to either license it or even buy them out and it was never anywhere near 185p per share.

Maybe its a case of who blinks first but David & Goliath doesn't begin to describe the mismatch between BP & AVCT.

(imo dyor etc)

TA, Already posted that 41p was the likely target when the SP was above 51p

Thanks BV,

So Ben, when I said "AS also confirmed there would be no license deals in the foreseeable future having apparently already rebuffed any lesser deals." as a precis of what BV has kindly posted, you still think I am lying and making things up?

Bfd, its not that I think AVCt will be taken private but simply highlight that it could happen to refute the "Its all about the science and the science works, so we will have to be patient but it will all be ok, so just keep using these low prices to top up" brigade.

If the trial is delayed or has any sort of set back which costs time and the there is more money needed, then given the costs of listing (which are pretty high I believe), then an option would be to de-list and go private ala SuperDry at the moment.

As I say I don't think this is the most likely outcome but it is not beyond the realms. That was/is my point.

Its not about the science its all about the money.

I have no idea of the calibre of the staff of AVCT, other to say this BB was full of the same type of things when JV's were being discussed and new staff were being recruited for the LFT.

And that whether people like it or not this is a red flag for me. I hope this will be different but it is following the same path as the LFT inasmuch, best in the world, everything going great, deals being inked etc etc. but delay after delay kept occurring. and money being raised

Now we have a paradigm shift in this tech, everything going great, small deals being turned down etc etc, but with delay after delay and money being raised.

My default position is we don't actually know anything about what's going on either in the trial or the actual company. All we have is what has actually happened before as a reference. Does not mean history will repeat itself, but common sense should at least surface to be aware that this is a very high risk company that has a very poor track record to date about commercialising their tech.

So when I read chomp chomp, buy now, top here there and everywhere, I think it prudent to remind people of what we actually know as opposed to what we guess/hope is going on.

"They are too stupid to realise that it is self-defeating to discourage quality posters who understand the science and replace them with puerile nonsense. But sadly that appears to be what has happened."

Take some responsibility for your own posts would you DTW? Your patronising insulting posts and air of superiority over anyone with a different view to yours only helped fuel this dysfunctional BB.

You said you liked the irreverence, what you actually mean you enjoyed the sickening abuse handed out to posters who's view you did not agree with.

You have only recently changed your tune to AS since the raise that you did not see coming, it only seems now you think the science and the SP are not the same thing.

And still you lambast the posters who through their "FUD" as you so gormlessly repetitively label them, have been a damn site more accurate than you in your forecasts and predictions as well as all the other "missing" posters you lament the absence of.

Ben, so you are telling me you expect a big deal by the end of 2025.....(20 Months!) .I said (based on what AS said), there was no big deal coming short term, I ie the next few weeks/ months. And you accused me of lying while agreeing with me...

Well done.... facing both ways at the same time, you should be in the AVCT coms dept.

I am waiting for the efficacy part of the trial, whatever it is called now, to re-produce the stellar results that have been indicated in the safety part of the trial.

My "beef", is with many posters here who talk in certainties rather than possibilities. The ones that won't or refuse to recognise the still high risk and ever extending timeline being subscribed to this trial without caring about the money.

Their inability to understand that AVCT could get taken private and they lose everything and yet still the science could prevail. That actually the SP does matter.

The talk of "golden tickets" as though this can't fail, when in fact the history of the company (not other examples, this company), is a failure to commercialise any tech and to miss every timeline ever set for anything. To recognise that they have a BoD that are very ambiguous with their statements and partial in their revelations to share holders while continuing to cause capital depreciation and dilution of their holdings going over years.

As long as no one has bet more than they comfortably can afford to lose then if the worse (from a shareholders pov), came to pass they would be financially ok.

Reading posts here there is little balance, and those that do try to balance the risks here are simply personally attacked and with all the intellectual vigour at their disposal just shout FUD, as though meaningless acronym is some sort of answer.

In that case Ben, I look forward to a large license deal being announced in the next 2 weeks.

If one does not arrive then does that mean I was not lying?

Or would you like to alter the timescale? Please let me know when you expect a big License deal to be announced, and some sort of ball park figure of what you think this larger License deal will be?

This should be interesting....

When he said he did not want to do any small deals that might jepodise a bigger deal in the future. The cash runway allowing more time for more data to prove the worth of the science.

If in all of that you did not hear that there is nothing large coming short term then you need a hearing aid.

Christ you lot are so defensive. You know what AS is like. Even the most obtuse of you must start to be able to understand what AS means when he talks by now?