Volume returning really nicely to the small cap space, which is creating excellent trading conditions.
My average holding period in the Short-term Trading Portfolio is still around 16 sessions / 3 weeks.
Seemingly contrary to many, I consider trade entries based both on..
Sep 6 • 8 tweets • 6 min read
@AnEarlofWisdom Hi Earl, I can't see any of the posts, as I'm blocked by those accounts (or I've blocked!), but I've been told there's a lot of scaremongering about various things:
1) Delay in trial; 2) Dox not activating much in TME; 3) Low cash balance, and thus possible placing coming.
1/8@AnEarlofWisdom On the contrary, except for Cohorts 1 and 2 taking longer than expected (due to patient withdrawals - nothing whatsoever to do with #AVA6000 itself), #AVCT's progress in 2022 could not be stronger.
The DE to 200mg/m2 was the ultimate target, so that nullifies point 2) ⬆️.
Aug 24 • 8 tweets • 4 min read
Dare I say a major #AVCT rerate is (at last!) at hand?
Genuinely company-defining news could be landing over the coming weeks.
The air of failure surrounding #AVCT this week on Twitter and the bulletin boards - largely from non- and ex-holders - is truly mystifying.
We will have a very good idea of whether the pre CISION platform is working, in the coming few weeks…
1/@PapaDoc3333@TrivChannel …either from dose escalation in AVA6000 P1a; or from candidate selection for AVA3996.
One vital, silver lining of #AVCT’s RNS on Monday:
Alastair Smith has made it very clear that he is a man of integrity. He could have allowed M19 to continue selling MeduFlow in the EU, 2/n
Dec 2, 2021 • 25 tweets • 11 min read
I came to appreciate long ago that AIM is an inefficient and irrational market.
But the share price of @avacta this week takes the biscuit. Following Monday's RNS, I was convinced we'd be at ATHs by now.
My explanation for what I think the market is missing on #AVCT ⬇️
At the current tin price ⬆️, Uis running at nameplate capacity of 1,200 tpa (post ongoing expansion works) would be generating circa £26m EBITDA on circa £36m revs.
The pilot tantalum plant to come online in next few months will provide incremental revs (although at this... 2/6
Sep 7, 2021 • 8 tweets • 4 min read
A few more added to the ever-growing @Tirupatiuk holding just now.
The SP is 30% off recent highs, and is still below where it was, pre-acquisition of the Mozambique projects.
Nonsensical. The deal will give #TGR geographical diversification; a broader product range... 1/8
...(the new projects will add small flake graphite to #TGR's offering); a resource base several multiples larger; and, of course, will give @Tirupatiuk much greater production volumes in the medium term.
TGR was already targeting 84 ktpa output in Madagascar; the two new... 2/8
@guildesports#GILD is making all the right steps, is expanding incredibly quickly, and winning more trophies than it has had any right to do in its first year of operations.
The Academy could quickly become a key competitive advantage. 1/7
It could create value for #GILD in so many ways. Monthly subscription revs could build quickly - only 17k subscribers would be £1m ARR.
It provides an incredible scouting outlet and feeder system for upcoming talent. Hopefully we’ll see the first academy contracts in the… 2/7
Jul 7, 2021 • 13 tweets • 6 min read
Absolute terror reigns over many #AVCT shareholders this week- simply because @avacta hasn't announced orders for its LFT yet.
Question: would #AVCT be lining up 30m per month capacity overseas, if it thought its existing 5m per month capacity in the UK wouldn't be filled? 1/13
Many seem obsessed with the UK market, thinking that's the be-all and end-all for #AVCT's AffiDX LFT.
My view is that mgmt had turned its back on the UK market several months ago, when it was apparent that there was, at best, complete ineptitude; or, at worst, corruption... 2/13
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