Robinson

@patviera #pxen ?

With the Aim market picking up strength I’ve picked a company that will benefit from this pick up for my no 3 , 2025 tip. Still got 100k to buy so wait for it ….!!

@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.

Or use technology that deploys the warhead external to the tumour via a non-complex mechanism of action. The tumour stroma limits the effectiveness of most ADCs (therapeutics!), therefore extracellular warhead detonation in this CAF rich stroma is key. #AVCT @avacta

@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.

One of the more mind-numbingly dull sets of 7am RNSs in recent times...! I suspect many companies are holding back positive news until next week, when more will be back at their desks. Particular focus today on long position in supercapacitor company, #CPX, which is really picking up momentum now. Attack on 0.2p? #HUD at 3.1p (holding) and #FIN at 37p both started to move up yesterday, in anticipation of Q4 year-end trading updates (which I think will both be excellent). Momentum to continue in coming sessions, in lead up to respective TUs? The biggest momentum play at present in the small-cap space, #QED, still refuses to slow up. I wrote this on 26 November: "A major, major development for £40m mkt cap AIM company. Despite the 61% jump in the share price over the past 2 sessions, it's straightforward to see how this could be going significantly higher in the coming months." QED's cap is now £138m. 10p at some point in the near future would not surprise. A future FTSE 250 constituent, IMO. Worth keeping an eye on #AGL. A retail favorite for swing trading - jumped 12% of the lows yesterday with good volumes. A stock that can run very hard with the right news. EV home-charging business #PODP is creeping up from its all-time lows, albeit it on low volumes. Note the 53p analyst mean TP, v the current 14.5p. One to watch. Excellent news out from advertising and marketing agency group, #TMG, yesterday, with a sale of a subsidiary and a resultant major reduction in net debt. Shar buyback programmed announced too. A jump in the SP of 12.5%, but I don't think that was nearly enough. I think at 27p the shares are a steal, but need to do more work on the company in coming days. And of course, #AVCT. DX sale, NASDAQ plans both due in next month or two. Possibly a major partnership (likely for #AVA6103) to really set the cat amongst the pigeons. Can feel the pressure building up behind the SP! All the best for the trading day ahead. Would always welcome the sharing of any new ideas, swing or LT! ⬇️

@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. 🤞

Happy new year all 🍻🎉⏰🚀 #AVCT

@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.

@MBdaytrading @ProspexEnergy And that’s why it will get bought out Circa €50m revenue moving forward once all drilled with 15 years life cycle is around €600m free cash to make work for private equity funds It’s a no brainier and so obvious #PXEN DYOR

#PXEN @ProspexEnergy Current revenues & production support 20p valuation imo 2025 self funding drilling plan will double production & revenues Buy out in H1 circa 30/35p is my view Current revenues circa €20m on current TTF prices MCap £30m No debt, cash rich & self funded

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

@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.

#PXEN ⁦@ProspexEnergy⁩ Buyers in this morning with TTF Gas at 1 year high Investment case is simple as per the slide below Private equity will buy it out for long term commercial free cash OR the SP will quickly rerate to give investors huge upside MCap £29m is so cheap

@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

#AVCT £1m share trade again and not cancelled?? Thoughts

@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.

#PXEN @ProspexEnergy Energy prices 🆙 100% from Q1 3 producing assets Italy & Spain Monthly revenues ⬆️ £1m No debt & self funded Huge drill programme in 2025 Low cost investment company simply making multi £M’s Industry on lookers taking note & expect it will be taken out H1

@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.

@Nightswimming14 The “Industry insiders “ are very aware what’s going on with little old @ProspexEnergy The tiny £27m MCap EU Gas producer already £1m ⬆️ revenues per month Private equity will snap them up around 25p in H1 2025 imo #PXEN DYOR

I wonder when the serious market will wake up to #PXEN… they’re currently missing a trick

@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).

@Robinso99700104 @neutronicLSE Forget Amazon my point was the SP is not the company. The company is not the SP they are two separate entities. Most of the time they are connected, however on occasion they can become disconnected based on previous actions and sentiment. #AVCT

To be frank, whilst we get the finger of judgement out after comments of “Give us 6 months”, we find ourselves -50% down. 6 months waiting for Dx sale 6 months waiting a deal 6 months waiting on CLN We are now heading into a true death spiral without these actions. #AVCT

@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.

@neutronicLSE This is worth a watch!! #AVCT youtu.be/msFwJ5xpg_g?si…

@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.

From a financial perspective, TNBC is a huge market which AVA6000 should take the lions share of; Expedited approvals process looks likely given high unmet need, safety & MOA across multiple indications. Overall, a huge & exciting opportunity for patients & @avacta .

#AVCT An urgent unmet need exists in TNBC due to the ultra-aggressive nature of the malignancy. Existing treatments are often none-targeted / v. toxic; & new options are vitally important due to likelihood of metastases in the brain, lungs, liver; & high incidence of recurrence.

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

Significant. Thanks to TG from TG. You don’t stick your BDO (contractor) on the Board of AffyXell if he is not delivering on the preCISION deal front. Could be he is keeping the seat warm for our new CFO, of course. #AVCT

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

@boy_cellar #AVCT SHs winding themselves up into a stupor again. Lack of news flow frustrating? You bet. Entirely in their gift? No.

Always darkest before the dawn #avct

@Tom_The_Bomb__ I'd guess bed and ISA

Decent top ups. #AVCT

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

Meanwhile Janux with their 50% confirmed and unconfirmed partial responses (4 in 8 patients) have added more in today’s trading than #AVCT’s entire market cap. 🤪

@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.

@Robinso99700104 @robjohnsonrj1 @jivetur88775834 @avacta #AVCT So why do you think that perception wasn't broken after the July instalment?

If there wasn’t this quarterly bond payment Avacta would be sitting at £1.80 IMO. The CEO obviously outwits me on science but her business acumen lacks any sense of reality. Top tip, pay the monthly bond and raise at £1.50 for the remainder. It would work!! #AVCT @avacta

@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.

@Robinso99700104 @robjohnsonrj1 @jivetur88775834 @avacta #AVCT Bottom line - regardless of where sellers coming from, there's currently just not enough buyers

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

book flipped? #AVCT