Robinson

[Robinson @Robinso99700104]

@patviera #pxen ?

[Robinson @Robinso99700104]

@Blueberrymgmnt @avacta So "simple" is the Avacta #avct approach that it seems the oncology world is taking a while to grasp the significance and importance of the tech. P1b changes that forever, IMO.

[Robinson @Robinso99700104]

@MylesMcNulty Surprised you've not noticed #pxen, Myles. £30 million mkt cap & started on a huge upward trajectory in revenue (currently expect around £1.2-1.5 million/month!) & profits that will likely take around 18 months to fully conclude. Debt free and nil warrants. I hold & keep adding.

[Robinson @Robinso99700104]

@Tom_The_Bomb__ Perhaps the buyer of the 330k has heard the price #avct has realised for the sale of Diagnostics and it's a good price. 🤞

[Robinson @Robinso99700104]

@TKIA_1 @MBdaytrading @ProspexEnergy On that basis, there's a case to be made for a £250 million buy-out, leaving 100% upside for the buyer. Circa. 61p per #pxen share. None of this considers Tesorillo, which is a monster if could be unlocked.

[Robinson @Robinso99700104]

@TKIA_1 @ProspexEnergy I forgot to mention the expectation of even higher gas prices, which will swell the #pxen coffers even more.

[Robinson @Robinso99700104]

@TKIA_1 @ProspexEnergy With so many potential catalysts to even more revenue in the coming year (Selva; Romeral; Solar farm; Viura; #pxen is extremely well positioned for significant growth, whilst currently making huge profits compared to size of the company.

[Robinson @Robinso99700104]

@TarzanTrader1 Could be year-end book tidying. Who knows what GSA might do in the new year, but hoping they have got wind of good news to come and manually overriding any algo that was keeping open the short. #AVCT

[Robinson @Robinso99700104]

@TKIA_1 @ProspexEnergy Perhaps the most amazing stat. is that about £900k of those monthly revenues is PROFIT. Staggering for a company with a market capitalisation of just £28 million. The company must also hold +£1million in cash by now. I keep buying #pxen whenever funds allow.

[Robinson @Robinso99700104]

@TKIA_1 @Nightswimming14 @ProspexEnergy You'd vote for at 25p? #pxen would be significantly undervalued at that, but difficult to see what else, other than buyout, is going to significantly move the share price. Very disappointing that company progress is not being reflected.

[Robinson @Robinso99700104]

@ScottLilley19 @neutronicLSE I thought my point would be clear. The observation is that the disconnect is more easily recognised through revenue, etc, (Amazon), as opposed to more abstract measures like clinical progress (avct).

[Robinson @Robinso99700104]

@ScottLilley19 @neutronicLSE Where #avct comparison with Amazon becomes less easy is that the defining metrics of Amazon progress (revenue, gross profit, etc) were more clear. Another point to note is that when a company/sector is unloved, then there's very little that will move the needle in the short term.

[Robinson @Robinso99700104]

@BMHLTD @avacta Great thread. I'm left wondering whether the potentially high dose of AVA6000 could be superior to Dox/Keytruda combination therapy. Or is the immunotherapy element so important? Clearly, 6k singularly would be an easier route to market, but 6k/Keytruda is within #avct grasp.

[Robinson @Robinso99700104]

@RAH00084 Or he's got nothing else to do. Eek! #avct

[Robinson @Robinso99700104]

@RAH00084 @boy_cellar Sudden upturn in those bashing the company. I doubt it's not orchestrated. #avct

[Robinson @Robinso99700104]

@Tom_The_Bomb__ I'd guess bed and ISA

[Robinson @Robinso99700104]

@RAH00084 I really don't understand this stay under the radar BS strategy. #avct should be shouting about what it has.

[Robinson @Robinso99700104]

@Mike182035 @robjohnsonrj1 @jivetur88775834 @avacta It was, to a degree. Look at the SP action.
Do you really believe it is only demand that determines the direction of the share price? Nothing to do with increase in supply? Or, even, just the perception that the supply will increase? If so, I'll wish you good luck with that view.

[Robinson @Robinso99700104]

@Mike182035 @robjohnsonrj1 @jivetur88775834 @avacta Hmmm, I'm sure you understand supply & demand effects. However, it's not just that. It's the perception that the co. will provide more supply every qtr. That perception could have been broken had #avct made last payment in cash, IMO. CLN's not known as death spiral for nothing.

[Robinson @Robinso99700104]

@ZosoGraffiti Looks like it, Beer, and, suddenly, a whole bunch of posters calling (pumping?) #avct higher.