Avacta Share Discussion Threads

[amanitaangelicus] 19/2/2024 10:06

Nice turnaround ...got support it would seem ...mind, it needs it. Prepare the fluffer!!

[f3rdinand] 19/2/2024 09:56

A strange comment from someone invested in the biggest BS company on the stock market...VRS

[loglorry1] 19/2/2024 09:54

Well I think we have to disagree on that one PWhite. Certain industries are much easier to understand than others. There are much easier competitor evacuations, commodity price read across, JV valuations, tangible asset evaluations, visisble TAM, take over valuations, dividend and p/e ratios, the list goes on. With AVCT you are 100% buying an intangible asset which is the claims that the management are making and you have no way to know if they are true or not.

With CINE you claimed to have in depth knowledge of the complex court proceedings which to most people made no common sense. You were 100% wrong and were shown to be. I suspect AVCT is much more complex than that.

I'm not saying you are wrong about AVCT having substantially less IP backing than they claim. I'm just saying nobody here can really say either way.

[pwhite73] 19/2/2024 09:45

loglorry1 - "If you accept the perfectly reasonable thesis that none of us have a clue on the science "

What a load of absolute rubbish. You could apply that to every single sector of the Stock Market. What professional qualifications and vocational expertise do you have in the areas of:-

1. Aerospace
2. Banking
3. Construction
4. Food
5. Insurance
6. Media
7. Software
8. Telecommunications etc

This isn't about being an expert in any field in order to invest. Over the years you gain experience from falling share prices and RNS statements that never come to fruition. This is what we are dealing with here. This company has form in fact nearly 20 years of form of hyping and non-delivery.

[loglorry1] 19/2/2024 09:32

If you accept the perfectly reasonable thesis that none of us have a clue on the science then the investment case falls apart because it is all predicated on that. The financials, track record and everything else is very poor.

[loglorry1] 19/2/2024 09:28

I have no clue if their story holds up and unless you have a PhD and a lot of experience in the exact field nor do you. I very much doubt anyone on this board has the expertise to evaluate their claims and probably none of the private investors that hold the shares does either. Even if they did they wouldn't have access to the data required to evaluate their claims.

There are no peer reviewed independently funded papers of their claims either which is a red flag for me.

The company engages in a massive amount of financial PR targeted at private investors another red flag. Saying all that if enough people believe and buy the shares the share price will go up.

From what I know of your posts on CINE PWhite, your analysis of these situations isn't much good either. Do you have the experience and relevant data to provide input on the science?

From what I can tell of @tickboo is that he buys story stocks. I don't think he has any track record of success but like everyone he might have got a bit lucky here and there. He probably sold a lot of his holding much higher but he'll never admit it.

[pwhite73] 19/2/2024 09:09

loglorry1 - "They have a decent story"

This company has always put out decent stories but they are all lies. That is the real underlying reason why the share price is falling. There is no real science behind any of their decent stories.

[amanitaangelicus] 19/2/2024 08:41

75p then 45p next. Got a chance. Who knows... Enjoy your day. Geology walk today - canny.

[amanitaangelicus] 19/2/2024 08:39

Whiteym Rubbish ...jealous bedroom boy. See how i missed the upswing the other day when chatting to Fieldhouse( you were mumbling elsewhere)and said I had. Hindsight boys like you praying it shot on further. But, alas no. The TA stuff woulda told you 'no go' , the set up was weak. Now look. Way better buy in now, but would you? No. Wait is the % play. Back to your gambling little man. At least Tick tries to post interesting albeit bias confirmed stuff. You just lie. 3 upticks eh? Attaboy. Little win. A rarity for you.

[pwhite73] 19/2/2024 07:58

Aman - STFU what does any of it matter when you perfectly time your buys and sells on every single trade.

[amanitaangelicus] 19/2/2024 07:40

Tickboo - share price falling from 150p+ to 95p ...not a problem. Convis nowt to do with it. It.s been a breeze. Naivety/ insider working to sure up pi interest because no ii.s are interested other than the sharky types. Nobody will give cash to Avacta for nothing - zero chance- they.ll want their pound of flesh out of future income streams etc. Not dilutive but revenue/ net profit( lol) reducing once deal struck. Also, the LFT utter debacle showed you Smith.s true colours. He kept everyone hanging. He made exaggerated timing claims almost at every turn. He treated pi.s like door mats. My faith in him slipped massively after that.It s AIM for goodness sake - a poorly regulated mkt for usually desperate companies that.ll do anything , say anything to make a nice pot of cash for their lifestyle,retirement. Does Avacta have a chance? Of course it does. Is it revolutionary against more modern drug ideas? The delivery system obviously is. Is this enough though going fwd? Should be able to deliver more modern powerful warheads going fwd perhaps? All to play for , but it will costly, time sapping, financing heavy.The seagulls are calling. The cliffs beckon. The bloomin £8.75 cullin skink is calling already ...happy days.

[dudishes] 18/2/2024 11:53

tickboo, I just asked for one sentence to be removed.

You have not, yet added the term "convicted fraud", would you like to amplify?

Mud is getting deeper for you.

2017 - He brought down Beaufort - shut and done for fraud.

However, unless he states otherwise, I'll leave it there, as your tone in terms of constant ramping has turned to bailout (?), that is honesty on your part.

Throwing stones in the pond may suit you, but not us shorters!

Enjoy your Sunday lunch. We in France have ours in the evening, as the kids are on holiday now, late evenings are a must!

cheers

[dudishes] 18/2/2024 10:51

tickboo, I get it, you are referring to Winnifraud, no such name in UK, so must be somebody abroad?

I must apologise, I thought you meant Tim Winnifred, silly me.

In terms of shorts, I think most savvy people have been short from 160iesh?

Personally from 130, closed a few but last dash was in at 101, thinking 80 but maybe 50p.

What is your take?

[tickboo] 18/2/2024 09:28

*confused with loose and lose.

[tickboo] 18/2/2024 09:27

Q4 is considered the end of the year BTW.Also, do not get consulted with loose and lose.

[loglorry1] 18/2/2024 09:15

So not to end of the year then and not enough to do any further trial work. LOL! Yes I accept they probably have enough cash for a bit longer if they just pay staff enormous salaries (like the CEO Smithy) and just cover G&A. I don't think another poxy posters at AACA will do much for the share price. It didn't last time.

[tickboo] 18/2/2024 08:59

I suspect the PFS will be impressive even at this early stage on refractory tumours.FYI-Cancer that does not respond to treatment. The cancer may be resistant at the beginning of treatment or it may become resistant during treatment. Also called resistant cancer.PFS is The length of time during and after the treatment of a disease, such as cancer, that a patient lives with the disease but it does not get worse. In a clinical trial, measuring the progression-free survival is one way to see how well a new treatment works.

[tickboo] 18/2/2024 08:53

You should look at recent cash burn and work it out. Not difficult. They will likely have money until Oct. P2 will be expensive and needs money for. They will raise money shortly. The terms and amount will dictate how the share price is effected. Not long to see. Yes these patients heavily treated so extending their lives superb and with limited side effects so quality of life too. Remarkable.

[loglorry1] 18/2/2024 08:50

I'd love to see your figures to show they have funding until the end of the year.

The patients are at deaths door. There's nothing to loose by taking further Dox. It means nothing. The trial was to establish safety data. They have nothing to loose by continuing.

The next stage of trials are very expensive. How you think they have cash for that is beyond me.

[tickboo] 18/2/2024 08:40

They have cash until the end of the year but will likely strengthen the balance sheet soon. We will see how.The fact several patients continue to receive drug as their disease has not progressed good news. The fact they are going to target as a first line treatment says the investigators are supremely confident in efficacy. They have a duty of care to patients. We are going round in circles here so let us agree to disagree and see where we are at the next conversion. A lot can and likely will happen beforehand.