Member Info for wyndrum

"..there's a HUGE amount to come over the next 9-12 months for #AVCT."

Max, as they will need money in the next 3-6 months where will that come from? will it be a deal or a dilution and how much will be raised in either scenario?

And further given the money issue comes before your timeline, do you think the money issue might affect the SP?

fwiw It seemed to me on the very small last cash raise that data would take care of the need for further raises and that could still be true, but noe heights has chipped in now. so I am not so sure.

The "problem" is that there was/is no room for any delay on data. Given that is a difficult needle to thread it seemed high risk unless the data is already there.

The risk never goes away with this company! :0))

Its all about outcomes. And we have not got the results yet.

How many times do we go around this circle.

if it works the SP rockets , if it doesn;t (improve outcomes) it wont.

the platform works. (safe and delivers the drug to the tumour) but thats not the issue at this time without the outcome data. Its due soon.

And thats it.

What we have all done is to take the risk of buying and gambling that this will improve outcomes before this is known.

The market is pretty much where we are too, by the way, with a market cap for a 20 year old, loss making, no revenue company of close to £400m!

Have you read the article Kipper? Its not me its their analysis.

You are a very, very odd person. All you do is troll me. Do you think your inaccurate and pathetically childish comments will stop me posting?

I would not say "fabulous" its a unemotional look at where avct are where they have been and maybe where they may go.

It highlights still the risks, that retail buying has put the price ahead of where ii's think it should be.

It highlights how small cohorts (phase 1) can have good results but are diluted and reverted to the mean under much larger cohorts in the P2 and P3 stages. (Which is why no deal yet has been done)

It obviously also looks at the potential so all in all very balanced, and maybe its me but I came away having got used to the positive tone of this BB as having the risk still of this company and its aims as justified.

So to Ice, its NOT done, finance IS tight (without the leeway of any delays) and the SP DOES mater. (Oh and the market is not as thick as mince,)

Chris, i think sometimes you read my posts to much in an "all or nothing" vein.

I didn't say it was a risk. I am sure AVCt will raise funds outside of a deal if they have or want to. My concern is the potential dilution to current shareholders. thats all. But really if the heights deal was awful before, its just as awful now. (well, not quite as the SP is much higher. Hopefully the latest data from ava6k will also calm everyone)

(And CJ did say early Q1 2027 if not today, previously, regarding cash flow.)

Well cc said early 2027 which means january. Which means a cash raise in the next 6 months and as Chris pointed out there may be calls o on the cash before then.

I expect they have a plan. I think it is either a deal but I have a feeling that has stalled a little but that is just a guess based on the data that will be made public in a matter of days is already likely available to a prospect now. But the deal could well be announced at the same time as the update.

That would be best for all shareholders otherwise its plan B.

My default is, that it is not in AVCT;s interest to have any unnecessary ambeguity on funding as if the market smells blood they can be very harsh as we know.

Anyway, hopefully its plan A.

I didn't say that, I simply asked why id the presentation as reported here was (so) good, why would the SP fall.

I think many here forget how much positivity is already priced in with a market cap of £375m

Heights looks to be a potential problem again. It was necessary, but the fudge to buy time and halt the repayments is fast running out and I think that a deal was expected by now. Lets hope there is a plan.

fwiw I think it would be better now just to raise the £20m and pay it off, but the problem with that is that cash is running out in the next 6 months or so, so a raise would have to be probably double that or a bit more, so now we are looking at maybe £50m.

If the data is as good as promised then a deal should be possible but BP will be in the driving seat knowing the cash position. During the next 3 months will see a raft of news and we should have a clear picture (ha ha) from there.

So we wait, not that I expected much from today. there was no bad news which at this stage is defo good news.

Ah, so you know its price manipulation and no one has bought or sold today?

Oh, but wait, if it closes up today then that will be due to demand but a fall is manipulation.

Well Jane, if the presentation was good and CC very good with the Q&A then why would the SAP fall?

I only asked as it seems counterintuitive to expect a fall in the SO on such good progress

But you won't answer that will you? Of course you won't

"Absolutely no surprise that the share price took a knock during the Q&A. "

Why?

No sweat, we've got this. :0))

It would be funny (and I have no idea if it is possible or what the result would be), but if AI could say who has been the most accurate in their forecast of AVCT in this BB and it turned out to be me! ha ha

Joking aside it would be interesting to see who it is/was (my money is on Indi)

Harry, where is CC different to AS? As was very bullish, very positive and partial (as they all have to be) with available data. He was very good at explaining this incredibly complex tech to the layman.

She has a different style sure, but its all about the data rather than the personality.

I agree 100% we will know by the end of this year if this is the holy grail or not.

Harry, this report is backward looking so does not really move us forward in our knowledge.

A lot of reference to the loan but that aside it is not a SP mover per se. However there is little info on post dec to now. The updated P1 trial will be obviously more SP sensitive.

This news is due in the coming days/weeks.

It had better be good (relative to market expectations) because money is really tight. Patent filing is bloody expensive.

I don't care about the silly replies to my point about ava6k. All anyone needs to know that after 5 years and still going, there is no partner yet willing to take this forward. When CC said a deal in the not to distant future either she was being deliberately misleading or, the talks in progress at the time have stalled or more data was requested.

So, imp, the SP today might drift down but it likely will hold around the 80-82p support while waiting for the latest soon to be released data.

If it falls decisively then we take a step back and have to wait another 6 months for the update on the latest trial.

Well, it tells me it did not exceed expectations and has taken 5 years to sort out the likely unexpected mixed results.

Its so good, so great, that AVCt still have no partner to take it forward.

Now, maybe that will all change but as we approach halfway through this year the not-to-distant deal, seems as far away as ever. (imo)

Sorry, recent ath.

Chris, I don't know what stocks you refer to or what market they are on but if you google RNS costs the LSE seem to know how to charge.

It is expensive for a company to be listed esp when they are loss making.

Having unwound from its overbought status it is now testing the all time high... lovely!

Pedro, you are quite right! I completely misread the 13th and it looked like at first glance the 18th! (today)

Should have gone to spec savers..... my bad (and thanks for pointing it out.)

Is it only £100 Chris?

I thought I read it was actually pretty expensive. but if you are correct then yes, if £100 is decisive then we are in big trouble! ha ha