RogerMabbutt

6.1K posts

RogerMabbutt

RogerMabbutt

@roger_mabutt

Katılım Kasım 2013
334 Takip Edilen73 Takipçiler
RogerMabbutt
RogerMabbutt@roger_mabutt·
@AndrewDigby3 @Jonno981 I'd be even more interested to know how the size of Myles "core" AVCT holding compares with his dealing pot. Add to that what levels the dealing pot gets bought and sold at - and how many rotations its had - and you've got a best seller to beat Jilly Cooper's Riders!
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Capt. Chaos
Capt. Chaos@AndrewDigby3·
@Jonno981 Hi Jonno, check out this post from Myles 3 days ago , it’s a real eye opener as to what value #AVCT could be worth
Myles McNulty@MylesMcNulty

Hi Josh, I don't have any selling levels on #AVCT for my core holding, as I think the upside is, for all intents and purposes, unlimited now from a $460m mkt cap. AVA6103 could be a $40, $50, $60 billion per annum drug - and that's just if the pre-clinical data is matched in the clinic. There is almost every reason to think that it will in fact be surpassed, as was pointed out by @avacta during the recent Science Day. Big Pharma is paying what, 3-6x peak sales for acquirees' lead candidate? And in my view, 6103 is considerably more derisked than most seem to think. To revert to your question: my target is to hold until an offer is accepted by >75% of shareholders, and I'm forced to sell! But given how many retail holders - which makes up >95% of the register - is invested fully (not just capital-wise but sentimentally too), I think the final price that the likes of AstraZeneca, Novartis, Merck etc. will have to pay will be incredibly high. P.S. selloff today is almost certainly due to a dozen or so traders exiting in order to chase MKA and IES. All very predictable. Alas, nothing to be done (except of course take advantage of the dip, if one has spare capital! N.B. not investment advice blah blah blah! 😂).

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JONNO
JONNO@Jonno981·
#avct can someone remind me of the name of the biotech that was sold for 21B which we all considered was similarly positioned in terms of market opportunity for one platform it began with an A. TIA!
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RogerMabbutt
RogerMabbutt@roger_mabutt·
@Jenkoool This is my pinned tweet fin de siecle par excellence...
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Jenkoo
Jenkoo@Jenkoool·
I think we can finally say the sp has turned a corner. The coming days ‘could’ be the last we see of <100p for the rest of time. Vindication for our long term commitment is underway. ☀️ 🫶🏻🥇 #avct
GIF
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RogerMabbutt
RogerMabbutt@roger_mabutt·
@AndyBurnhamGM Good to see Mr O'D - recall being on receiving end of similar at Aelreds. Him and Vickers...
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Andy Burnham
Andy Burnham@AndyBurnhamGM·
Great to meet my old PE teacher, the legend that is Mr O’D, whilst campaigning in Ashton. Once told me I couldn’t play football for the school amymore if I didn’t play rugby league as I wasn’t tough enough. Sound advice which will stand me in good stead in this campaign! 💪🏻
Andy Burnham tweet media
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RogerMabbutt
RogerMabbutt@roger_mabutt·
@LBC @lewis_goodall In a box of very blunt knives, Andrew Bowie stands out. Perhaps its the horn handle.
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LBC
LBC@LBC·
'You keep losing, mate!' @Lewis_Goodall and Conservative MP Andrew Bowie tussle over the Tory's electoral record.
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RogerMabbutt
RogerMabbutt@roger_mabutt·
@Adamlinton1 Morons! Gilts are a buy when chaos rules, prices are low and yields high. If Jupiter only buys in the opposite circumstances they're right tw@s...
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Adam Linton
Adam Linton@Adamlinton1·
"Jupiter Fund Manager Ready to Buy Gilts Once UK Politics Calm" GLWT
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RogerMabbutt
RogerMabbutt@roger_mabutt·
@Jenkoool This post could vie with Neil Kinnock's anticipatory victory rally in Sheffield in 1992 as Famous Last Words. Let's hope it ages better than that.
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Liz Webster
Liz Webster@LizWebsterSBF·
🚨 @patrickkmaguire on #TrevorPhilips explaining the real game: @CatherineWest1 challenge gives Wes Streeting the perfect cover to trigger a leadership contest without being seen as the one who wielded the knife. This is all about blocking @AndyBurnhamGM and ensuring Blue Labour continuity. They’re even spinning Streeting’s wafer-thin majority (lost just 3 councillors) as some kind of victory. Labour in 2026, ladies and gentlemen.
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RogerMabbutt
RogerMabbutt@roger_mabutt·
@MetroUK Confused. I don't think you mean P. Diddy. You must mean P. Riddy, the elderly football director and "owner's adviser" @pnefc? Either way, they could have done way better than Sarah F, who would be barred from even the Bull & Royal in Preston on first principles.
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Metro
Metro@MetroUK·
Sarah Ferguson had ‘friends with benefits’ relationship with disgraced rapper Diddy trib.al/26e9oHp
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RogerMabbutt
RogerMabbutt@roger_mabutt·
@Keir_Starmer @HarrietHarman How could any of us have ever thought you had any intelligence/judgment/nous? This is political suicide but your IQ and EQ is so deficient I expect you don't even understand why. Pathetic and embarrassing.
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Keir Starmer
Keir Starmer@Keir_Starmer·
I’m delighted to appoint @HarrietHarman as my Adviser on Women and Girls. Harriet is a strong advocate for women and girls and I know she will deliver greater opportunity for women in public life. I’m committed to tackling structural misogyny that is a barrier for too many women and girls. I look forward to working with Harriet to drive forward action on this important issue.
Keir Starmer tweet media
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RogerMabbutt
RogerMabbutt@roger_mabutt·
@mitchw05 No. Absolutely not - biggest issue is that Heckingbotham DOES NOT stay. His negativity, vendettas with players and total lack of creativity sucks all the energy from the club. He gets to fuck.
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Mitch
Mitch@mitchw05·
There's your spine for next season and Hecky stays. Another massive summer needed
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RogerMabbutt
RogerMabbutt@roger_mabutt·
@Adam_GSmith And they're just his strengths... he needs binning off straight away.
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Adam
Adam@Adam_GSmith·
Heckingbottom - worst points per game from previous managers. - worst win ratio from previous managers since Westley - 2 lowest points total in champ in last two seasons. - Pushed to spend record money on a crock player. - Shocking derby performances - Terrible subs #pnefc
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RogerMabbutt
RogerMabbutt@roger_mabutt·
@Budgierustler34 In contrast to the other reply you've had JR, any enjoyment gained from the result and better showing is tempered by concern that PH might be retained.
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John Roper 🏴󠁧󠁢󠁥󠁮󠁧󠁿
John Roper 🏴󠁧󠁢󠁥󠁮󠁧󠁿@Budgierustler34·
Entertaining end of season affair Blades as poor as Ive seen them at home. North End looking solid with 4-4-2 Lindsay MoM Fans in party mood Result changes little in the big picture but always nice to win away.
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:@room808·
@FraserNelson Trump's inner circle not getting jail time for inside trading worth hundreds of millions. But when an ordinary Joe wants to get on the gravy train...
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Fraser Nelson
Fraser Nelson@FraserNelson·
Polymarket allows pretty much anyone to bet on anything - so any inside knowledge (even for a Special Forces soldier) becomes a license to print money. It's not surprising that some succumb. But risky, if it means 60 years' jail sentence:- cbsnews.com/news/u-s-speci…
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RogerMabbutt
RogerMabbutt@roger_mabutt·
@Metalhead2525 @AndrewDigby3 I wasn't dissing the charts - just pointing out that some kind of metaphysical force seems to make II's steer very clear of AVCT irrespective of news/science. Leaves the company as a lucrative plaything for pump n dump.
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Metalhead
Metalhead@Metalhead2525·
@roger_mabutt @AndrewDigby3 I think that’s equivalent to saying charts don’t matter, only fundamentals do. I don’t subscribe to that view - I think both matter. I do agree that a chance is only a chance and that good news will greatly help
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Metalhead
Metalhead@Metalhead2525·
#AVCT finally through the last trend resistance line, stretching back to February 2023 🙌
Metalhead tweet mediaMetalhead tweet media
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RogerMabbutt
RogerMabbutt@roger_mabutt·
@pnefc Read the fucking room. Or do you genuinely think that posting an image of the architect of this decline (in successive seasons) will remotivate the most apathetic and letdown fan base and rally them to the cause? Get him to fuck.
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Preston North End FC
Preston North End FC@pnefc·
A big thank you to the North Enders who joined us in Birmingham tonight. 🫶 We’ll see you at Bramall Lane on Saturday. #pnefc
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Keşfet

@AndrewDigby3 @Jonno981 @Jenkoool @AndyBurnhamGM @LBC @lewis_goodall @Adamlinton1 @Sandyshark