Rory Stuart

No financial advice - simply just musings & observations.

[Rory Stuart @RoryStuart15]

@BBCNews Minimising the severity of the incident doesn't work when we can all see the video.

Call it what it is; there's now zero patience for obfiscation in order to further bolster political agenda.

This was savage barbarism on the streets of Belfast.

@BBCNews @BBCWorld @BBCBreaking

[Rory Stuart @RoryStuart15]

@tickt1ckboom @nickdutton56 @trinity_delta @avacta I'd definitely agree; it sits on a knife edge, and I fancy our chances #AVCT

[Rory Stuart @RoryStuart15]

@Riccardino999 And yet you specifically referenced #AVCT, so I was simply looking to understand your meaning & rational

[Rory Stuart @RoryStuart15]

@Riccardino999 Just to be clear; are you asserting that #AVCT could "only" raise £10m, during the most recent oversubscribed fundraise?

Is this on the presumption of desperation for operational cash, as opposed to a financial requirement to satisfy audit sign-off?

It's an interesting take...

[Rory Stuart @RoryStuart15]

#AVCT perhaps a little boring; but I actually really appreciate Christina's cadence in presentation. She's such an expert in disseminating complex information.

You can tell that the mind blowing potential & outlook are now commonplace for her, and the rest of the team. Top tier.

[Rory Stuart @RoryStuart15]

@RyderYorgos Obsession. Easy. Next.

[Rory Stuart @RoryStuart15]

FWIW; the £15.74k / 18,735 'sell' at 12:13:03today, was in fact, a buy. How do I know? Because it was mine.

Important to know that trade visuals are just 'best guess' estimations based on the current bid/ask. I don't believe in an ulterior motive (it's just not perfect).

#AVCT

[Rory Stuart @RoryStuart15]

Sitting bang on that 84p mark; even with that behemoth £210k / 250k volume sell. Anything sub-84p got bought up instantly.

I am certainly looking forward to 2pm, but can't imagine we'll learn too much in the way of new info.

It's clear that all deals will be on #AVCT's terms.

[Rory Stuart @RoryStuart15]

Sitting bang on that 84p mark; even with that behemoth £210k / 250k volume sell. Anything sub-84p got bought up instantly.

I am certainly looking forward to 2pm, but can't imagine we'll learn too much in the way of new info.

It's clear that all deals will be on #AVCT's terms.

[Rory Stuart @RoryStuart15]

#AVCT bang on the 20-day MA, looks to me like major support at ~84p, could be a run to 92p/93p shortly, then banging on the door of £1 in anticipation of next week's presentation. Gravy.

[Rory Stuart @RoryStuart15]

@DamianReilly Mmm yes... they do seem to be dragging their heels a little bit 🤷

[Rory Stuart @RoryStuart15]

#AVCT bang on the 20-day MA, looks to me like major support at ~84p, could be a run to 92p/93p shortly, then banging on the door of £1 in anticipation of next week's presentation. Gravy.

[RAH @RAH00084]

#AVCT

[Rory Stuart @RoryStuart15]

@takenocrap69 Standard model was 1+23 PCH, 8k miles a year, £200 signing fee, £300 a month. Delivery in June.

Absolute bargain; I bit last week.

[Rory Stuart @RoryStuart15]

@PJ_Crabb @Ian07594592 @hughesy0707 I remember my initial thoughts on his comment being more around what the team are doing from a scientific perspective, rather than what he was doing from a financial perspective.

Suppose you could potentially read any number of things from his one-liner...

[Rory Stuart @RoryStuart15]

#AVCT for a balanced view; Strand Hanson are specialists in licensing / partnership / M&A, as well as financing.

But why would Avacta go to the effort of appointing a new NOMAD just for a raise, when Zeus (most notably @hughesy0707 / Richard Hughes) has delivered strongly here?

[Rory Stuart @RoryStuart15]

@w82497 @hughesy0707 The logic is implied, sir. Still waiting on that answer...

[Rory Stuart @RoryStuart15]

@PJ_Crabb @hughesy0707 I agree that if they raise below the previous 63p, it would be looked on very poorly. No prizes for highlighting we're currently 10p down on that Oct '25 figure.

For me, it's IF a raise for #AVCT is required before a deal. Tiresome, indeed, but I do believe we're getting there.

[Rory Stuart @RoryStuart15]

@PJ_Crabb @hughesy0707 Hi Paul, I'm no expert, but they don't appear 'small fry' to me. Now I'm not insinuating that they are ground-breaking, but I have seen others describe them as 'Mickey Mouse', which I believe is not accurate nor fair.

[Rory Stuart @RoryStuart15]

@w82497 @hughesy0707 You didn't answer my question. I'll reframe slightly for clarity & simplicity:

Why would #AVCT appoint a brand new NOMAD for the sole reason of facilitating a raise, when their current broker, Zeus, has shown that they're fully capable of managing this?

It's a logic question.

[Rory Stuart @RoryStuart15]

@roger_mabutt @hughesy0707 I entirely disagree with your assertions around having only raised in the thousands, as it's just simply not true. Please see attached images.

But I'll play ball & flip to your perspective. My original question remains the same; why would #AVCT go to the effort of appointing?

[Rory Stuart @RoryStuart15]

Stonks has keenly pointed out the Strand Hanson Team involved for #AVCT, as below:

James Harris - Head of Corporate
Christopher Raggett - Director of Corporate Finance
James Dance - Head of M&A
Edward Foulkes - Associate of Corporate Finance

Strong.

https://t.co/BHNox0VgYM

[Rory Stuart @RoryStuart15]

@w82497 @hughesy0707 Looks like you've been crying solely about #AVCT since 18th October 2023. If nothing else; I commend your commitment, determination and staying power. God bless you, champ.