Avacta Share Discussion Threads

[blackbear] 16/1/2019 14:55

I'm hoping of a fall to 30p so I can top up...

[cf456] 16/1/2019 14:27

Looking forward to further deals landing. I'd think that there will be a number of them in 2019.

--

"And Alastair, with this deal in place here do you reckon this will help accelerate other agreements?

Yes, I think that's very likely. The validation of the Affimer technology through these types of commercial partnerships should certainly be a catalyst for others, yes."

(from 3:05)

[hampton58] 16/1/2019 00:46

Remember LG mentioned Avacta during their presentation at JP Healthcare conference

[lantanatony] 15/1/2019 22:48

Drewster
Please ask for detail on the LG deal at the AGM.
Many thanks.

[the drewster] 15/1/2019 18:18

AGM next Monday ...

[cf456] 15/1/2019 14:04

Yes, that makes sense.

The last RNS provided a liquidity event which allowed the likes of Aviva to reduce their position and the other instis to buy.

The next positive RNS and it'll be a lot more difficult to buy a decent position since the recent insitutional purchases have tied up the loose stock.

And of course it's not just a single positive RNS expected. There should be several of them over the coming months.

I can see the price being chased a lot higher as the news starts to flow in earnest.

[bumpa33] 15/1/2019 13:59

indeed - last time was a one-off opportunity due to the ii's shifting around plus i'm sure some placing stock still about. It feels now like everyone has their position so I suspect the supply of stock just won't be there next time.

[cf456] 15/1/2019 13:56

Agreed.

There's a reason the instis have been loading up heavily over the past few weeks and it's not for a quick 10% to 20%.

JO Hambro of interest in particular. They more than doubled their stake to nearly 11% of the company.

[bumpa33] 15/1/2019 13:50

if we get good news here again, this time it'll be almost impossible to buy with the minimal free float out there. These current sells are 'boredom' trades i'm sure...

[cf456] 15/1/2019 13:47

Buy when others are fearful, sell when others are greedy a good general maxim.

Most don't though and end up having to pay a lot higher when they chase after good news gaps the price up.

Better to buy before the good news. And there should be plenty of that this year.

[bumpa33] 15/1/2019 13:41

picked a few up here at 34.8, but hardly anything on offer, despite the dip.

[cf456] 15/1/2019 13:32

Dip presenting itself for a pullback entry opportunity.

[cf456] 15/1/2019 08:00

Latest presentation from October full of useful info and worth a read:

"Considerable uplift opportunity

Significant milestones should be achieved in the near future that would support considerable valuation uplift and bring Avacta inline with comparators."

[hampton58] 14/1/2019 15:12

Another speaker at Avacta's Science Day is Joseph Tabernero,not only is he head of the Medical Oncology department at Vall d'Hebron Barcelona Hospital, he is also ESMO president of the European Society for Medical Oncology as well as member of the American Association for Cancer Research.He also serves on the Editorial board of various top tier Oncology Journals.Along with the Professor Bachovchin from Tufts and the newly appointed Chief Medical Officer dr.Saro from Roche and off course the CEO Alastair Smith of Avacta just back from JP Morgan's healthcare conference presenting ,it promises to be a very interesting event for the Fund manager community.

[cf456] 14/1/2019 13:12

Maybe a couple of delayed 50k buys will pop up later.

The price has certainly been firm whilst there have been a few small sells.

Instis mopping up whilst small PIs sell. I know which side I'd rather be on.

Profit taking to be expected I suppose with so many traders in the market these days. But they're missing out on a very much bigger opportunity here imo.

The company is at an inflection point. It's hugely undervalued compared to comparitors and with multiple catalysts in the weeks and months ahead, I expect the share price to move very much higher over time.

[74tom] 14/1/2019 12:50

Yep definitely something happening - can’t get a quote for £500 at the moment but can sell everything well above the advertised bid. A TR1 from a new buyer would be tasty.

[cf456] 14/1/2019 12:15

Possible that background buying has been going on and delayed trades still to print especially given that you can buy next to nothing at the offer.

[74tom] 14/1/2019 10:29

All buys so far today with one bed and ISA just before 9 that was made to look like back to back sells... real bid is 37p, so we’ll see a quick rise with any more buying :)

[nobbygnome] 14/1/2019 08:11

Finncap on both the bid and the offer so they are completely controlling the price. The other spineless MMs are ducking the issue as usual....

Looking at the chart 40p looks to be the next stop to me.

[hampton58] 13/1/2019 15:02

And off course Tufts will be speaking at their Science day Will have a good week come tomorrow

[74tom] 13/1/2019 11:47

So an excellent week overall for the Avacta share price. Great to break through 33p at last and go on a nice run, always going to be a slight pull back after a 30% rise in 4 days.

We’ll get a pre AGM trading update a week tomorrow which will hopefully contain some more detail on the Tufts collaboration and maybe even LG Chem...

If we get some more positive news before the month is out I think we’ll challenge 50p

[contact2fsnetcouk] 12/1/2019 12:35

Think I would prefer three days of solid meetings

[hampton58] 11/1/2019 16:22

IndeedMeeting Investors and future partners + LG mentioning on a slide during the presentation at JP Morgan main conference their partnership with Avacta , as mentioned in the Korean Press.2019 a great year indeed it will be

[1i1i1i] 11/1/2019 15:22

Avacta's Twitter site - Three solid day of meetings at the Biotech Showcase Conference during the JP Morgan Healthcare week in San Francisco. Lots of interest in Affimers. Looking forward to a great 2019! - I like this part - Three solid day of meetings.