Thehoff
766 posts


@andyburnham Unless you are going to stop all migration, remove national ins 5 yr holiday for indian imigrants, get rid of trans ideology and woke,
Then get in the bin
I give you 18 months
remove wealth taxes on average working people
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@Towlie1981 @SeanDentBsc @tom_the_bomb__ The question is valid. The answer to it will depend on whether #avct stay on aim..or move to nasdaq.
We will never get full value on Aim.
But 6 to 10 x multiple from here?
Easy
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@SeanDentBsc @tom_the_bomb__ The TVR cult may well be right and they haven't dealt for 6k cos the deals haven't been big enough for the board to accept. So by that measure, when a deal finally lands it better be monumental. #AVCT
Clyst Saint Mary, England 🇬🇧 English

Let's rephrase it. No one cares about 'Avacta' pre clinical. Otherwise they'd have a deal by now. When it comes to Avacta BP always want more clinical data. But I believe they can't leave it much longer #AVCT

Exeter, England 🇬🇧 English

Sky News really didn’t like it when I called out their disgraceful behaviour.
GB Politics@GBPolitcs
🚨WATCH: Robert Jenrick confronts Sky News presenters over them turning up to Nigel Farage's daughters house [@GuidoFawkes]
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I hope it’s that you haven’t got one.
You’ve caused more than enough damage already.
Nigel Farage@Nigel_Farage
I will make a statement on my future in public life at 2pm.
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@slee7700 @Mike182035 @ParadigmCoachi1 What you are saying is the bear case is only a 700% rise.
Shit. Probably sell my shares now
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@Mike182035 @ParadigmCoachi1 To think a co with a mcap of say £500-1bn in #avct's case post 6103 readout will then miraculously get bought for £10-20bn off the bat tell me there is little to know market/financial research in this prediction. These kind of buyouts simply don’t happen. Nasdaq/Deals etc first.
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#AVCT 1/n
Hi PC
Change £ to $ and thats pretty much where my thinking is too long term
Where I think we will start diverging is dilution and the steps to any ultimate TO
List in US raise to progress and cornerstone pharma + options has me thinking nearer 700m shares
Paradigm Coaching@ParadigmCoachi1
@AndrewDigby3 🙏🏼 Cheers, Capt. Below £10bn is lowball now that we know FAP persistence. If a bid came before AVA6103 data, £10b is the floor. Early AVA6103 efficacy moves range to £18–25bn. In bidding war £30–40bn becomes realistic. Timing and competitive tension drive the top end. #AVCT
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@DonDurrett I think your commentary here is most likely outcome...im positioning now for end of year continuation of commodities bull
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Mid-Week Recap
The war in Iran appears to be over, with the MOU signed. Initially, the S&P, gold, and silver bounced on the news. However, they were down today after the new Fed Chair’s (Warsh) first press conference. He implied that inflation would be a priority and came off as more of a hawk than a dove. I think he had to say that because that is the Fed’s mandate. With inflation at 4%, he couldn’t ignore that issue and say it wasn’t a priority. Now, the expectation is that the next move is a possible hike, which I doubt we will see.
The question is, what is the Fed's priority? Price stability or economic stability? I think it is the latter. However, at this time, there is uncertainty about what they will prioritize. Thus, the S&P was down today from that uncertainty. Gold was dragged down with it.
The S&P is at 7420, which is down 2.5% from its ATH (7620). Gold is at 4250, which is down 24% from its ATH ($5600). Silver is at $68, which is down 43% from its ATH ($120). The HUI is at 721, which is down 26% from its ATH (975).
What comes next? Some think lower oil prices will ignite the economy and snuff out inflation. That’s one possibility, and that outcome would be bad for gold. I do think there will be enough optimism for that outcome to push the stock market higher in the near term. I expect to see higher highs in the S&P between now and early August. This could be the final top forming. Gold is trapped (waiting for the fear trade), but should trend a bit higher with the S&P rising, perhaps reaching $5,000 by August.
So, my prognosis is basically a summer doldrum outcome from here until August, with a slight rise in the S&P, gold, and silver. Then, we will see where we are in August, heading into the midterms. I expect a significant correction in the S&P sometime between early August and late November. That correction should lead to a fear trade into gold, and a big run by gold before year-end. Best guess!
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@ThatAlexWoman Reform have failed to project enough...
RESTORE is the consequence
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Because they have been created to destroy Reform. Simple.
James Heale@JAHeale
Striking just how much of Restore’s energy is focused on Reform
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@TheGriftReport Hes too sensible and considered right wing for mainbstream media.
This country is so broken
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@TRobinsonNewEra These words were needed tommy...sikhs are our allies. This one was a wrong un.
If we are proved wrong at a later date then thats on them.
But they share our values.
Well said tommy
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AN IMPORTANT MESSAGE TO PATRIOTS AND TO MEMBERS OF THE SIKH COMMUNITY
One disgusting murdering anti-white scumbag and his family who happen to be Sikh, do not represent the whole Sikh community.
Vickrum Digwa did not act as his religion tells him to act, neither did his family.
#HenryNowak #Sikh #Patriots
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I think stabbing someone then calling him a racist whips up division.
GB Politics@GBPolitcs
🚨NEW: Keir Starmer has accused Nigel Farage of "whipping up division" over the murder of Henry Nowak
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