@MylesMcNulty Myles McNulty

Myles McNulty posts on X about in the, $mp, $cth, nasdaq the most. They currently have [------] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours.

Engagements: [---------] #

• [--] Week [----------] +377%
• [--] Month [----------] +40,437%
• [--] Months [----------] +8,400%
• [--] Year [----------] +3,321%

Mentions: [--] #

• [--] Week [--] +40%
• [--] Month [--] +37%
• [--] Months [---] -11%
• [--] Year [---] -6.70%

Followers: [------] #

• [--] Week [------] +0.02%
• [--] Month [------] +0.48%
• [--] Months [------] +3%
• [--] Year [------] +6.60%

CreatorRank: [-------] #

Social Influence

Social category influence finance countries cryptocurrencies stocks exchanges technology brands currencies travel destinations premier league celebrities

Social topic influence in the, $mp #7, $cth, nasdaq, investment, neo, $usar #26, china, over the, bittensor

Top accounts mentioned or mentioned by @mkangoresources @avacta @coteccorp @neoenergymetals @reiaglobal @cmaminerals @smudgedann @robin25461631 @avactas @rah00084 @eitrawmaterials @mpmaterials @tigerinvests @ondoplc @huddledgroup @sharetalk @trader007 @bigbitenow @glr1990 @securingenergy

Top assets mentioned MP Materials Corp. (MP) USA Rare Earth, Inc. Class A Common Stock (USAR) Bittensor (TAO) Critical Metals Corp. Ordinary Shares (CRML) Novartis AG (NVS) Ethereum (ETH) Energy Fuels Inc. (UUUU) Bitcoin (BTC) Ondo (ONDO) Rally (RLY) Tesla, Inc. (TSLA) Apple, Inc. (AAPL)

Top Social Posts

Top posts by engagements in the last [--] hours

"Foolish of me - forgot that IIs only TR1 at 5% thresholds. However we can match up trades to show most major IIs (3.00-4.99%) are now out: AXA out on [-----] Miton out on [-----] Schroder out on [-----] Invesco the last to clear - likely already have. Expecting 18p-20p shortly. #ESL Added 40k to #ESL long position over past hour 11.6-11.9. Consolidation looks almost complete - looking for a strong push into close and some institutional exit TR1s after hours. ST trade. Added 40k to #ESL long position over past hour 11.6-11.9. Consolidation looks almost complete - looking for a strong push into close"
X Link 2020-03-05T06:27Z 20.8K followers, [--] engagements

"56% up on this #N4P tranche in [--] days. Very illiquid but doesn't seem to be a seller about - so personally I see it moving much higher this week. Early stage speculative - but as we all now know #COVID19 stocks seem to be the only really safe longs in this current market"
X Link 2020-03-30T07:34Z 20.7K followers, [--] engagements

"Have doubled down on #DDDD holding yesterday and today at 43-45p. A large position now. Severely undervalued given the breadth of its ongoing clinical trials (and strong balance sheet). Investing in platform techs as opposed to individual therapeutics is infinitely preferable. #DDDD has consolidated well after its spike up a week ago. Expecting 100p+ upon commencement of MRx-4DP0004 trial. My largest position out of the #COVID19 treatment plays - its diversity via its platform MicroRx(four ongoing clinical trials besides 4DP0004) is v. attractive. #DDDD has consolidated well after its spike"
X Link 2020-05-27T08:48Z 20.7K followers, [--] engagements

"@Trader__007 Hi @Trader__007 fabulous holding there 👍. Yes indeed the potential is phenomenal. Very excited to watch this progress. Life altering technology for a great many people"
X Link 2020-11-25T11:15Z 20.8K followers, [--] engagements

"Increased position in #DDDD considerably today. On for the highest close since [--] October. I think the rerate is only just beginning as the NASDAQ listing via $LOAC approaches. US investors will likely drive it towards a valuation more in line with its peers $MCRB $EVLO $KLDO. [--] years worth of RNSs. This is taking quite some time (and 🍷) to get through Epic company though time well spent to understand its evolution. @4dpharmaplc #DDDD $LOAC https://t.co/cqAtNNo3sG [--] years worth of RNSs. This is taking quite some time (and 🍷) to get through Epic company though time well spent to understand"
X Link 2021-02-19T16:27Z 21.6K followers, [---] engagements

"Spotify rival Anghami to list on NASDAQ via SPAC merger. Deal values Anghami at $220m or 2.5x [----] forecast revenue. Market forecast for @melodyvirtual's [----] revs is 171m. That equates to an SP of 16.7p for #MVR #NAPS. Upside of over 450%. https://www.musicbusinessworldwide.com/middle-eastern-spotify-rival-anghami-to-list-on-nasdaq-via-merger-with-vistas-media-acquisition-company/ https://www.musicbusinessworldwide.com/middle-eastern-spotify-rival-anghami-to-list-on-nasdaq-via-merger-with-vistas-media-acquisition-company/"
X Link 2021-03-05T13:00Z 20.7K followers, [--] engagements

"Expected but nevertheless good to see @4dpharmaplc #DDDD raise $26m at 110p in tandem with its NASDAQ listing next week - especially as the two execs invested a further $2m in total. Combined with existing cash in $LOAC $LBPS this will provide working cap until Q2 [----]. 1/6 @4dpharmaplc to raise $26mn alongside NASDAQ listing "Combined with the merger and listing on NASDAQ expected [--] March 4D is in a strong position to continue the development of the Company and its pipeline of Live Biotherapeutics" Duncan Peyton CEO #DDDD $DDDD $LBPS $LOAC @4dpharmaplc to raise $26mn alongside NASDAQ"
X Link 2021-03-18T16:32Z 21.6K followers, [--] engagements

"Luckiest man in the world. 13.11.2021"
X Link 2021-11-15T19:25Z 20.7K followers, [---] engagements

"Velcade's patent expires this year. Moreover #AVCT has just moved in literally next door to Takeda in London. @avacta has stated its intention - multiple times - to license out one of its preclinical prodrugs in order to bring in some cash. [----] is the most advanced. 2/3"
X Link 2022-08-25T10:04Z 20.8K followers, [--] engagements

".of #AVCT's preclins. it may not mean anything; but it would be unusual for a major pharma to buy shares in a listed junior biotech simply to enjoy some capital appreciation. As ever RNSs will do the talking. But for me this is a huge indicator that is playing out. 3/3"
X Link 2022-08-25T10:04Z 20.8K followers, [---] engagements

"Invested in the seed round of @zapp_ev back in [----] and then in subsequent fundraises. My first ever private investment. Today it announces it is listing via SPAC on NASDAQ (combination with $CIIG). Post-transaction enterprise value of $573m. 1/3 https://www.globenewswire.com/news-release/2022/11/22/2560724/0/en/Zapp-a-High-Performance-Two-Wheel-Electric-Vehicle-Company-to-Become-Publicly-Traded-via-Business-Combination-with-CIIG-Capital-Partners-II.html"
X Link 2022-11-22T16:27Z 21.6K followers, [--] engagements

"@avacta's own words in RNS: "Our vision of chemotherapy without side effects" I wonder if #AVCT gives its PR people the green light to start pushing this line to financial and mainstream media next week around Science Day. Evidently AVCT is keeping a lid on it at present. 1/2"
X Link 2023-02-15T09:04Z 20.8K followers, 10.9K engagements

"@ProAIMTrader @sharesearch_ Average SP targets from the [--] brokers now sits at 78p (Cenkos Stifel Auctus). Clearly a major disconnect between #LBE's SP and fundamental value which is now starting to close. Rerates never happen overnight for the simple fact that there's always a seller from lower down"
X Link 2023-05-04T06:56Z 20.8K followers, [----] engagements

"@Sloanos @lavelle_miss @Borg74 @truant2tb @avacta Infinitely more so than BIDS and any others I've previously invested in. Timeframe is [--] years for me but already [--] 1/2 years in from 17.2p entry. Very confident of getting my exit (Big Pharma buying out #AVCT) in my timeframe (i.e. by end next year). https://x.com/MylesMcNulty/status/1207667582771376130 @Space_Robot1 @MrLarus @SLowie100 I've got a decent holding at 17.2p. Think it's one of the cheapest biotechs out there. It's announced three deals in the past [--] months that could bring in total gross revs to #AVCT over the next [--] years of"
X Link 2023-05-16T05:23Z 21.6K followers, [----] engagements

"@RAH00084 @OndoPlc Not even going to attempt it 😂 Full year results (due out at end of month) will be helpful though in understanding the model in greater detail (av. monthly SaaS generated per customer etc.). #ONDO did suggest in a recent interview that models with various customers across"
X Link 2023-07-11T07:56Z 19.9K followers, [----] engagements

"@SharePickers Brilliant video Justin many thanks for creating and sharing. It's one hell of a CEO appointment relative to @DestinyPharma's current cap. #DEST certainly looks like another biotech on the cusp of a much deserved major rerating. Eyes on it"
X Link 2023-07-24T14:26Z 19.9K followers, [----] engagements

"Alas I sold this #OCDO long within a few hours of opening for a little over 600p. A tidy profit for a day trade. Yet one month later it's trading at 950p. Perhaps that Times article - suggesting Amazon is about to take over @Ocado - could be spot on https://www.thetimes.co.uk/article/ocado-rises-as-rumours-of-bid-interest-circulate-0r8rllhf7 @andrewdc208 I've taken a small speculative long in the 490s this AM. Volume suggests that it could be more than spurious. Think we see an RNS from #OCDO in the coming hours."
X Link 2023-07-26T15:15Z 20.9K followers, 11K engagements

"Another excellent bit of business by @East_Imperial following Friday's mega win with Air New Zealand. Presumably too small to justify an RNS (as a % of forecast revenue) - although perhaps #EISB could consider using RNS Reach to demonstrate momentum in sales Recent thoughts"
X Link 2023-08-04T11:13Z 19.9K followers, 11.9K engagements

"@RAH00084 There are multiple soft tissue sarcoma patients in cohorts [--] and [--] (courtesy of recruitment at MSK). STS is a type of tumour that as we know doxorubicin is effective against (in fact it's the standard first-line treatment). It is not getting ahead of oneself to at least"
X Link 2023-08-02T19:26Z 19.9K followers, 20K engagements

"I've recently highlighted that the company that #BSFA is working with in a highly confidential evaluation contract in transforming cultured animal skin into "animal-slaughter-free leather" for use in the production of designer handbags and shoes - is likely to be one of LVMH"
X Link 2023-08-04T07:09Z 19.9K followers, 10.4K engagements

"Picked up For Blood and Money by @nathanvardi on Saturday and have already finished it An incredible read and highly recommended for biotech investors - particularly so for fellow shareholders in @avacta. In its its pre CISION platform a drug delivery vehicle targeting the tumour micro-environment #AVCT is sat on something truly special. Safety and tolerability in the #AVA6000 Phase 1a trial have already obliterated expectations owing to the exquisite specificity to FAP of the pre CISION linker. The first indication of positive efficacy data could potentially now be mere weeks away. This is"
X Link 2023-08-07T14:01Z 20.7K followers, 18.2K engagements

"More really significant news from #ONDO - securing its second UK Water utility company. And this one a monster: @SouthernWater with 2.5m homes accounts for 9% of the 28m households in the UK. This comes only two months after the results of the @PortsmouthWater pilot trial for LeakBot were shared with the UK's water companies at the Spring Innovation Knowledge Showcase. Whilst this first engagement with @SouthernWater is only a pilot trial of c.1000 households it's reasonable to assume the results aren't going to vary (much) from the raging success of the pilot trial by @PortsmouthWater."
X Link 2023-08-09T06:41Z 19.9K followers, 13.3K engagements

"From 07:25 in today's #BSFA interview: With regards to #BSFA's City-Mix the CEO talks about expecting to have a "services or sales agreement in place with a big supplier" (of media). I believe this is exactly what I discussed last week ( in the thread below) about @BSF_Enterprise going straight to the source with City-Mix - and enabling the likes of Danaher or Thermo Fisher to incorporate it into their media formulations which would then be sold on to hundreds of end-users. This would represent a mega step-change in BSFA's revenue profile. And it sounds like it's coming soon. All the info is"
X Link 2023-08-10T12:23Z 19.9K followers, 11.5K engagements

"Over the past six months @avacta has given multiple indications that in the ongoing #AVA6000 Phase 1a trial something astonishing is occurring. Management will be saving the hard data (especially efficacy data) for publication at a major oncology conference such as AACR or ASCO - where it can cause maximum impact amongst Big Pharma. However it can provide a high-level narrative in RNS immediately at the end of P1a - or even at the end of each cohort as it has already been doing to an extent. Cohort [--] could be as little as 2-3 weeks away from completing. It is no secret that #AVCT has pivoted"
X Link 2023-08-14T15:10Z 19.9K followers, 46.4K engagements

"Possibly not with #AVA6000. But in the case of #AVA3996 #AVCT has already been thinking about targeting pancreatic for a long while. An extract from one of my notes published ten months ago It would certainly be a massive statement of belief in the uber-targeted nature of pre CISION going after pancreatic"
X Link 2023-08-22T07:59Z 19.9K followers, [----] engagements

"Last quote is particularly interesting. Mgmt also recently stated that "several patients in cohort [--] and earlier cohorts remain on treatment as their disease has not progressed." When reading those two statements together one could be forgiven for presuming that a pancreatic patient has enjoyed a pausing of disease progression for at least several months - owing to #AVCT's #AVA6000. All conjecture at this stage. But wouldn't that be something"
X Link 2023-09-05T07:49Z 19.9K followers, [----] engagements

"Best presentation yet from @BSF_Enterprise #BSFA last night which I tuned into. Mgmt has evidently gotten the message about clearly laying out the different strands (and multitude of commercial opportunities) across the business. One particular standout for me: there's already a proof of concept study ongoing for human cornea production with a "leading household chemical manufacturer". In mgmt's words: "a truly large multinational". For me that can only mean Procter & Gamble or Unilever. Mgmt explained that this entity would use the human corneas for in-vitro assays to test its household"
X Link 2023-09-06T10:07Z 19.9K followers, 14.9K engagements

"Price action at #AVCT suggests the market thinks the #AVA6000 Phase 1a trial is drawing to a close after a long [--] months. Bullish rumours flying. Couldn't' be more excited to hear about what's been going on in cohorts [--] and [--]. Thousands of pairs of eyes on @avacta now. 🤞🤞"
X Link 2023-09-08T12:20Z 19.9K followers, 18.1K engagements

"Hi Andrew I'm sitting down with mgmt next week so will share my views afterwards. What I will say now is that they missed Q1 production guidance - reiterated in the first week of the quarter - by 62%. That is exceptionally poor form and in my view was highly likely going to pummel the SP in the short-term. Why Simply put production - and thus access to debt (for financing expansion) that could be leveraged off the EBITDA run rate at nameplate capacity - has been put back at least [--] months. That said the securing of prepayments was an excellent move"
X Link 2023-09-08T12:50Z 19.9K followers, [---] engagements

"Flew up to (and back from) Newcastle yesterday to meet with @BSF_Enterprise and tour the labs and offices. Incredibly impressed with #BSFA's operations. Got to see an almost completed square of lab-grown animal skin (10 cm) that will find its way to a luxury leather goods manufacturer for its tanners to test. Surreal stuff. Current lab has a production capacity of [----] litres of City-Mix per annum (at 400/l that's 1m in revenue pa). However the plan is to out-license the product to the largest cell culture media manufacturers and consumers out there (the likes of Danaher Thermo Fisher and the"
X Link 2023-09-08T14:51Z 19.9K followers, 11.8K engagements

"The likes of @SeagenGlobal must be watching #AVCT very closely. I'm quite sure $SGEN will look to joint venture with @avacta to keep their leading warhead MMAE still at the forefront of targeted oncology. I remain convinced that a preCISION / MMAE molecule will be one of the first novel warheads (i.e. more powerful than conventional chemotherapy) that AVCT seeks to develop after #AVA3996"
X Link 2023-09-12T06:37Z 19.9K followers, 13.8K engagements

"Eyes on @AptamerGroup #APTA for the breakout trade at. 1.30p+. It looks like those in the placing (settled [--] weeks ago) who wanted to flip are on their last dregs"
X Link 2023-09-12T07:30Z 19.5K followers, [----] engagements

"Couldn't wait any longer with the volume really surging today - have re-opened the long position in @AlkemyCapital #ALK. 11m mkt cap with plans to build out two lithium processing facilities (in the UK and Australia): the feasibility studies calculate a combined NPV of"
X Link 2023-09-13T15:36Z 19.9K followers, [--] engagements

"A 20% surge in #AVCT's share price since the low of 101p only [--] sessions ago has been met with a healthy pullback yesterday / this AM. Looking for the SP to push on now with the next wave of buyers stepping in positioning for an impending update on - or better yet an end to -the #AVA6000 Phase 1a trial. Target price Whatever the highest bidder offers Things could move exceptionally quickly if @avacta can somehow get accelerated approval for STS patients in the US after the next study (i.e. an enlarged P1b/P2). N.B. a big IF and only speculation on my part"
X Link 2023-09-14T09:23Z 19.9K followers, 23.5K engagements

""I believe that we are on the verge of a paradigm shift in how chemotherapy is delivered to cancer patients." Today's news at #AVCT irrefutably confirms that its preCISION platform has the real potential to transform treatment for possibly the large majority of all cancer types. There is so much to cover - so I shall be writing a longer note to be published in the next day or two. But for now a couple of standouts: - Significant reduction in tumour volume confirmed in a patient with soft tissue sarcoma. Bear in mind that these patients are extremely sick in many cases considered terminally"
X Link 2023-09-19T06:38Z 19.9K followers, 53.3K engagements

"A long-term project I am commencing today - to challenge myself improve my writing skills and to build out a library of stock market research and musings. Many companies I want to write on immediately but #AVCT's RNS has stolen the show today so"
X Link 2023-09-19T11:23Z 19.9K followers, 41.1K engagements

"First company covered in the new writing project ✅ It's of course on #AVCT following its mammoth RNS yesterday. It's in a different style to previous research - much shorter (3 pages) intended to be easily digestible for everyone. NON-holders of @avacta would love any feedback on content / style / length please to guide future writings on other companies. Fellow holders. Any feedback always welcome as always"
X Link 2023-09-20T13:41Z 19.9K followers, 27K engagements

"@Smudgedann Such an easy buying opportunity down here 10-11p range. #BSFA just got given [--] months' of operating costs completely free and the share price falls hard. The thought process of some investors 😂🙄"
X Link 2023-09-20T15:23Z 19.9K followers, [----] engagements

"Morning Rupert I think its a great entry price here and criminally undervalues an industry leading resource base as well as the plant. However I also think that the market wont rerate TGR properly until at least [--] of these [--] things have happened: 1) declaration that at least 75% of nameplate production (across the combined mines) has been hit for at least [--] month. 2) a modest cash injection (say 2m) through whatever means (N.B. I think it unlikely that Shishir will dilute shareholders down at 17p - would only occur as a measure of last resort). 3) clearing out of the large seller (almost"
X Link 2023-09-21T08:02Z 19.9K followers, [---] engagements

"😂 I don't dislike Avacta Diagnostics; but it is the Board's first and foremost duty to protect shareholder value. I am sure that the large majority of #AVCT holders would agree that the Coris acquisition was not in the best interests of shareholders for the simple reason that it represented exceptionably poor decision making around capital allocation. Launch was different; I understand that. It enabled a net cash inflow of 36m (being the 60m net fundraise proceeds less 24m) which has been used to drive Therapeutics forward. I am also sure that the large majority of shareholders have the same"
X Link 2023-09-21T10:04Z 19.5K followers, 10.6K engagements

"Latter option unlikely to happen as far as Im aware. As soon as one tier [--] player takes a meaningful equity stake then it becomes unpalatable to the other tier [--] players (reason being that it becomes v difficult for anyone else to stand a chance of acquiring @avacta at a later date). One way around this would be to get two players (for example #AVCTs two big pharma neighbours) to take equal equity stakes simultaneously (such as 5% of the enlarged TVR each). Even then I know that mgmt much prefers to remain fully independent and secure all necessary future funding from institutional investors"
X Link 2023-09-23T18:14Z 20.8K followers, [----] engagements

"That is one hell of an RNS from @InvinityEnergy alongside its interims this morning: US Department of Energy to fund six major deployments of #IES' next generation vanadium redox flow battery Mistral across the US. A landmark moment for the company and arguably a tipping point in the West for VRFB technology. I imagine this marks the start of a momentous rerate for the company's shares over the long-term as Invinity cements itself as the world's leading non-lithium energy storage player. I suspect the next major RNS will be bringing on board a single major strategic equity investor"
X Link 2023-09-25T06:27Z 19.9K followers, 10K engagements

"Ive averaged up a fair bit in #APTA the passed two days. Theres been a load of churn - it feels very much like the push towards 2p is now on. Personally I think there could be a major share price catalyst that lands in the not too distant future that many havent considered (out-licensing deal for aptamers to be used in a consumer product - skin cream deodorant)"
X Link 2023-09-28T08:38Z 19.9K followers, [----] engagements

"Remarkable presentation by @avacta. One more phrase to add to the list below: "pre CISION works" What more is there to say #AVCT's platform is a genuine disruptor in a $200bn+ per annum industry. As the story spreads outside the UK this share price will go parabolic"
X Link 2023-09-28T11:38Z 19.9K followers, 24.7K engagements

"@LordBadshot Fortunate that you're 99% weighted to #YCA. 😜"
X Link 2023-09-28T13:57Z 19.9K followers, [----] engagements

"This development could dramatically speed up the clinical development of pre CISION-based radioligand therapies. VERY positive news for #AVCT @avacta. @EliLillyandCo is a true titan in the pharma world. Half a trillion $ mkt cap $33bn+ in annual revenue. Wonderful to hear"
X Link 2023-10-03T11:27Z 19.9K followers, 11.8K engagements

"@gggg2120 And to note: POINT specializes in radioligand therapy. Global TAM of maybe circa $5-10bn. #AVCT specializes in FAP-rich solid tumours. Global TAM of $200bn+. The writing is on the wall for @avacta - in big bold capital letters - for anyone who cares to glance at that wall"
X Link 2023-10-03T11:44Z 19.9K followers, [----] engagements

"@power_thompson Brutal. Outright capitulation from possibly more than one #BSFA holder today. SP has now halved since the oversubscribed placing only [--] months ago. Lowest price today in [--] months since the first mini pork fillets were produced. IMO there will be a wild upswing soon enough"
X Link 2023-10-03T13:01Z 19.9K followers, [----] engagements

"@RAH00084 And a point to consider for that EoL patient who has already experienced significant tumour reduction: Are they still on drug If so have they enjoyed further tumour reduction Or dare I say better We find out in #AVCTs #AVA6000 P1a data release in the next couple of months"
X Link 2023-10-09T07:27Z 20.7K followers, [----] engagements

"It's really important to highlight that those two patients had to be treated with 5-6 cycles of standard doxorubicin as well as 14-18 cycles of Lartruvo before they enjoyed a complete response. #AVCT's pre CISION will supercharge the efficacy of the staple drugs of so many cancer treatment plans (i.e. chemotherapies) to such an extent that it could dramatically reduce the requirement for expensive biologics to be used in combination therapies. And of course side-effects would also be dramatically reduced - not only due to the standard versions of small molecules (such as chemotherapies) being"
X Link 2023-10-10T09:20Z 19.5K followers, 28.8K engagements

"Im going to assume that Janet here is not just referring to a few optimistic UK retail investors on Twitter when she refers to some people describing #AVCTs pre CISION platform as a treatment paradigm changer in oncology"
X Link 2023-10-12T05:31Z 19.9K followers, 34.6K engagements

"@Mistbornbok @RAH00084 @tom_the_bomb__ I don't think that dictates anything re: timings of any licensing deal signing. No point getting any timeframes into one's head - we've learnt they very rarely work out in biotech FYI - #AVA3996 poster is on Saturday. Affimer bispecific therapeutic poster presented today"
X Link 2023-10-12T06:28Z 19.9K followers, [----] engagements

"@moderna_tx raised $450m via an equity placing in January [----] whilst still a private company. Post that cash injection its valuation was $3 billion. At the time of that fundraise it hadn't dosed a single patient with any mRNA therapeutic. The entire product portfolio was pre-clinical or earlier stage. The first of its programmes (a flue vaccine) to enter into a Phase 1a trial only occurred later in [----]. $MRNA was the undisputed leader of mRNA tech at the time (BioNTech is now a key competitor). Personally this is the sort of valuation I want to be discussed (/achieved) re: #AVCT - which"
X Link 2023-10-13T07:40Z 19.9K followers, 15.3K engagements

"Morning Dave there could be numerous catalysts for #AVCT to achieve a fair valuation in the short term (6 months). 1) Evidence of a complete response by a previously considered terminally ill patient to #AVA6000 in data published in the next two months. 2) Major out-licensing deal for #AVA3996. 3) Out-licensing deal for pre CISION linker to be used on several generic chemos to a single major player. 4) Out-licensing deal for AVA6000 for a specific region (e.g. China) or for a specific indication (e.g. breast). 5) Even better efficacy data generated in H1 [----] in the treatment-nave STS"
X Link 2023-10-13T09:39Z 19.9K followers, [----] engagements

"If #AVCT wants to avoid a hostile takeover in the near term it will very likely have to follow this path in my view. No bad thing for all parties Big Pharma will dramatically accelerate time to market for #AVA6000 for multiple indications. Patients win those BP licensees win. And @avacta shareholders win by the company staying independent a while longer likely receiving a substantial non-dilutive cash injection and enjoying attractive milestone payments (could be into the billions of dollars) as well as long term royalties on sales for those out-licensed indications"
X Link 2023-10-13T15:12Z 19.9K followers, [----] engagements

"This is quite extraordinary. The Head of Program Innovation at Novartis states that she personally really thinks #AVCT's pre CISION platform could be a "treatment paradigm changer in oncology". Novartis a Top [--] global pharma company that's known to be on the M&A warpath to enhance its oncology franchise and that happens to be @avacta's next door neighbour in London. The first public show of interest (although I highly doubt it was intended to be seen by many when typed) by Big Pharma in Avacta's industry disruptive tech. A big moment for Avacta for those who have been following story"
X Link 2023-10-16T06:52Z 19.9K followers, 31.8K engagements

"Almost [--] million #AVCT shares worth over 38m traded in the past [--] and a half sessions alone. Do we really think this is just retail volume Ignore the trolls trying to panic people into selling by banging on about the Heights repayment due. If @avacta opts to repay in shares it'll only be [--] million or so. A drop in the ocean if sold across the next three months. On the contrary this dramatic step up in trading volume - as the #AVA600 Phase 1a trial draws to a close and data is set to be unveiled in the next month or two - is in my view at least a hugely positive indicator that very good"
X Link 2023-10-17T12:37Z 19.4K followers, 60.6K engagements

"Have re-opened a trade in #STX yesterday and this AM (6.0p to 6.15p) @ShieldTx only just completed a $6.2m equity raise at 8.0p two weeks ago in tandem with securing a $20m debt facility. Share price has been severely punished (-55% from the peak of 12.75p only three weeks ago) on the back of missing guidance in H1 [----] CFO resultantly being replaced and a general loss of trust in mgmt. Personally think the sell off has been overcooked (as is invariably the case). +30% just to get back to placing price. Updated forecasts Those EV/EBITDA multiples for next year and [----] suggest the market"
X Link 2023-10-18T08:20Z 19.9K followers, [----] engagements

"Totally agree with you on the #EISB call Zac 👍 Had a great call with @East_Imperial mgmt last week - really impressed with them and their vision. Very confident about the prospects now (and the near- and mid- term share price movement) now that the funding issue has been sorted and the legacy activist investor has left the building. A fresh start for the company: a fantastic product range; an already very impressive and extensive book of customers; a clear route to hit cash flow breakeven; massive markets expand into (in both the US and APAC). And Investors can now buy in at a"
X Link 2023-10-18T13:38Z 19.4K followers, [----] engagements

"Almost the most glorious (36th 😳) birthday on holiday in Mallorca @BathRugby win now top of the league (standard 🤥). @ManUtd win (versus bottom of the league. A win is a bloody win). @EnglandRugby 😭 epic effort completely surpassed expectations but got absolutely babaganoushed in the front row second half. Now more than I can ever remember in my young(ish) years in a world full of such strife we are so fortunate to have Sport to celebrate and weep over. Everyone be well"
X Link 2023-10-21T21:49Z 19.9K followers, [----] engagements

"Very impressive trading update from @cornerstonefs_ #CSFS (although not unexpected - see note in below Tweet). Mgmt increases revenue guidance for FY [----] to 8m from 6.5m. This will be a 66% increase on FY 2022's 4.8m. EBITDA also will be 'ahead' of 0.1m prior guidance (no exact number provided - I have suggested it could be as high as 0.8m in my note). A TR1 seller quashed the share price spike a month ago. However with this fantastic update I expect we see another strong rally from 14p /8m. Rapidly improving fundamentals should see it sustained this time"
X Link 2023-10-24T06:33Z 19.5K followers, 11.8K engagements

"I believe that #AVCT's share price has already seen the worst of the damage caused by the Heights repayment (3.25m in shares announced yesterday) for this quarter. Taking Heights out of the equation (which has now been done for another [--] months) sentiment is extremely bullish right now around @avacta. Whereas before we have seen the SP drop right down to the issuance price I see the share price rallying strongly from today. #AVA6000 P1a is due to complete in 4-6 weeks with the data to follow shortly. This will wake up the wider market to what the Company is sitting on in my view. A platform"
X Link 2023-10-24T12:57Z 19.4K followers, 22.4K engagements

"I have been a buyer of @shanta_gold #SHG in recent days (10.5p-10.7p). Gold is flirting with $2000 again and there are obvious geopolitical triggers that could see it move much higher in the weeks and months ahead. For me SHG is the best investment proposition out of the gold miners in the UK micro-/small-cap space. Brokers have it trading on 2x EV/EBITDA in [----]. using a gold price of $1800. To note SHG's production is 100% unhedged. On holiday now but will cover thoroughly when back next week"
X Link 2023-10-26T07:43Z 19.5K followers, 16.9K engagements

"@SarahJean191 Many thanks for sharing with everyone Sarah. And thank you TG attendees for kindly writing it all up. Very useful material. The stars are truly aligning for #AVCT"
X Link 2023-10-26T19:13Z 19.5K followers, [----] engagements

"A big volume day at gold miner @shanta_gold #SHG yesterday following a positive write up in @ThisIsMoney over the weekend - with a close above 11p. Annualized EBITDA at current gold pricing sits at $80m+ against SHG's enterprise value of $143m. The business should also move into an net positive cash position over the next few weeks. If/when gold really breaks through that all-important psychological barrier of $2000/oz investors will be seeking out high quality and cheap gold miners in their droves. I personally think that that 'when' is very shortly and have thus positioned heavily in SHG."
X Link 2023-10-31T09:00Z 19.5K followers, [----] engagements

"I believe that @avacta #AVCT is very slowly beginning to enjoy a read-across - at long long last - from the explosion of commercial activity going on in the field of antibody-drug conjugates ('ADC'). In the past few weeks we have seen: - Merck licensing [--] ADCs from Daiichi Sankyo - up to $22bn total including $4bn cash upfront and a further $1.5bn over next [--] months. [--] ADC completed P2; [--] ADC currently in P2; [--] ADC currently in P1. - GSK licensing [--] ADC from Hansoh Pharma - up to $1.5bn total including $85m cash upfront. [--] ADC currently in P1. - BioNTech licensing [--] ADC from MediLink - over"
X Link 2023-10-31T11:36Z 19.5K followers, 36.4K engagements

"Arguably the most important period in #AVCT's history is beginning in this run up to Christmas. Most @avacta holders know that the pre CISION platform has already been validated in humans that it's already on its way to challenging the antibody-drug conjugate class as the most targeted therapy class in oncology. More targeted (which should lead to) greater efficacy faster to develop cheaper to manufacture. Set to "Revolutionize the treatability of solid tumors" (Avacta's own words not mine). Why then one may ask is the #AVA6000 data release so important over the next couple of months if all"
X Link 2023-11-06T12:44Z 19.5K followers, 21.9K engagements

"Wonderful Tweet on #AVCT 👌👏 Big move northwards in the SP has commenced despite both IG's and Numis' best efforts last week I think the SP moves steadily up with or without news up to 6K data publication but a few items that could land at any moment to supercharge the SP lift could be: - #AVA6000 out-licensing deal for a particular indication and/or in a particular geography (for ovarian breast etc.; or e.g. for all indications in China only). - #AVA3996 out-licensing deal - Substrate out-licensing deal - In-licensing of or JV for a novel super-powerful small molecule warhead (e.g. MMAE) to"
X Link 2023-11-07T07:55Z 19.5K followers, [----] engagements

"Hey MG hope you're keeping well. If #BSFA were to announce a partnership with the likes of LVMH Dior Hermes or Burberry in this next few weeks (imagine how much the wealthy would fawn over a super luxury brand's 20k+ bag made from authentic leather but without an animal being killed) I suspect the market quickly gets over the 'pork fillet' image"
X Link 2023-11-14T12:40Z 19.5K followers, [----] engagements

"Wonderful news Big drop in UK inflation rate cycle of interest rates rises (almost certainly) over. UK equities - especially micro-and small-caps - have been obliterated the past couple of years. The AIM All-Share had dropped 50% from the two-decade high set in September [----] to a low point marked just three weeks ago. Now the rebound really is on. Stocks are chronically undervalued across the LSE. The upside currently on offer notably in micro-and small-caps doesn't come around often"
X Link 2023-11-15T07:50Z 19.5K followers, 19.1K engagements

"@BabblerBestBets I suspect #PODP gets acquired by one of the larger players in the space long before it hits cash flow positive. Consolidation in the EV charging market already underway PODP an obvious target at its current lowly enterprise value in my view"
X Link 2023-11-16T08:33Z 19.5K followers, [----] engagements

"Good work Charles. For me @BSF_Enterprise #BSFA is the number one pick in the sub 10m category. Three others for you to perhaps consider are @East_Imperial #EISB @cornerstonefs_ #CSFS and @huddledgroup #HUD. All currently sit at extremely attractive entry valuations with very significant upside potential in my view"
X Link 2023-11-20T12:40Z 19.9K followers, 13.9K engagements

"12 sessions on from the below post on #AVCT. Only another [--] sessions until what most would consider the end of 'active trading' for the year (Christmas shutdown). @avacta has assured us that the #AVA6000 P1a study completes in Q4 and that data will also be announced in Q4. We will be receiving at least one major RNS over the next [--] weeks or so. With regards to the near-term share price movement I think there are two key catalysts in particular that could drive a substantial and sustained rerate. The data itself is not one of them. The large majority of investors already know that the"
X Link 2023-11-21T11:42Z 19.6K followers, 34.2K engagements

"@MBdaytrading #SHG should be settled at (at least) 18-20p with gold at $2000. Hopefully the big breakout is upon us at last"
X Link 2023-11-22T08:11Z 19.6K followers, [----] engagements

"A blast most definitely from the present. My understanding is that Richard Hughes hasn't sold a single share since buying in in the 18p placing back in April [----] (along with Mahmud Kamani); and has actually only added in subsequent placings. He is a major supporter of #AVCT"
X Link 2023-11-27T08:28Z 19.6K followers, [----] engagements

"Gold well and truly through $2k; #SHG well and truly through 11p Shares now climbing steadily; expecting a big few final weeks of [----] for @shanta_gold as investors dive into gold equities (many of which are seriously lagging the recent strong rally in gold)"
X Link 2023-11-27T15:11Z 19.7K followers, 10.1K engagements

"Catching up on Friday's news (a weekend break up in Edinburgh) - what an excellent RNS from #BSFA. "@3D_BioTissues is pleased to announce that it has entered into a proof-of-concept contractual agreement with one of the largest cosmetic companies in the world which will test the suitability of the Company's proprietary lipopeptide product Etsyl for use within its skin cream cosmetic solutions." The likely candidates here are L'Oral Johnson & Johnson or Este Lauder Companies. My guess would probably be the last of these - $EL - given that it would be considered the most 'high-end' out of the"
X Link 2023-11-27T18:29Z 19.6K followers, 14.3K engagements

"Possible 50-100x upside for $ZAPP from $0.30 over a couple of years if funds can be raised and dilution kept relatively modest (debt financing). As above though there's immense risk to the trade. Both with regards to working cap and with regards to regulatory approvals being granted certifying the bike as roadworthy (although I gather approval in the EU could land v. shortly). Product itself is superb and personally I think sells very well if/when Type Approval lands. A proper special situation trade"
X Link 2023-11-28T21:16Z 19.6K followers, [---] engagements

"@RAH00084 I am going for #AVCT Phase 1a data next week and an immediate major PR push into mainstream media. Then I'd like to see one or two commercially-focused RNSs in the following couple of weeks. Surely not too much to ask for after four years of waiting 🤷♂😂"
X Link 2023-11-30T08:39Z 19.6K followers, [----] engagements

"Another major deal today in the antibody-drug conjugate space. Take note #AVCT holders AbbVie to acquire ImmunoGen for $10.1bn cash. ImmunoGen's flagship ADC ELAHERE is the world's first and only ADC approved for the treatment of ovarian cancer. Consensus forecasts have $IMGN generating revenue of $540m in [----]. The deal price puts ImmunoGen on an NTM price-sales ratio of circa 20x. Targeted oncology is red hot at the moment. And @avacta is about to unveil its pre CISION platform which it believes will revolutionize cancer treatment. Management has noticeably avoided commenting on it but it"
X Link 2023-11-30T12:50Z 19.7K followers, 36.3K engagements

"A rather big week ahead for us #AVCT shareholders Remember: the trade rationale now is not whether the pre CISION delivery platform works or not. We (comparatively) few on Twitter already know this - both shareholders and those who have had to endure our long discussions about @avacta over the past several years. No. The trade rationale now is that the story gets heard for the first time by many thousands more potential investors over the coming few weeks. Remember: it's a case of astonishingly strong fundamentals married to possibly the most sentimental of stories on public markets in many"
X Link 2023-12-11T09:10Z 19.7K followers, 37.5K engagements

"In a trial that pits #AVA6000 against standard dox head-to-head (i.e. in treating this first sub type of STS that #AVCT will be seeking regulatory approval for given that standard dox is standard-of-care for this sub type of STS) the optimal dosing regimen of both drugs would be used. For standard dox that is every [--] weeks at 60-75 m g/m2. For 6K that is likely to be every [--] weeks at e.g. [---] m g/m2"
X Link 2023-12-11T20:19Z 19.7K followers, [----] engagements

"Phenomenal results (so far) from @avacta's #AVA6000 Phase 1a trial. These results genuinely set the ground for #AVCT to revolutionize the treatability of the majority of solid tumours. There is so much to cover (which I will do in a long note) but a key quote from the CEO is: "Targeting potent therapies to the tumour while limiting the systemic toxicity that often characterises these therapies is one of the holy grails of cancer drug development. .The potential of the preCISION platform to change the way in which potent cytotoxic drugs are delivered improving cancer patients' quality of life"
X Link 2023-12-13T07:32Z 19.7K followers, 32.7K engagements

"I am constantly amazed at peoples constant amazement at the volatile movements in #AVCTs SP. Its almost 90% retail held many are overexposed (more than a few leveraged up) and its hugely sentimental for obvious reasons. It is naturally going to be hyper volatile BOTH WAYS. If you dont need the funds just leave those shares alone. Yesterday the company confirmed that the pre CISION delivery platform works perfectly. It can now be attached to hundreds of small molecules (and biologics) to dramatically improve their safety profile. Pre CISION goes head to head with the ADC market now. Cheaper"
X Link 2023-12-14T10:17Z 19.7K followers, 12.4K engagements

"@BMHLTD Morning BMH hope all's well. Personal view is that specific numbers have been discussed in depth and a licensing deal lands within the next few weeks (possibly days). So I don't foresee any director buys at least in the near term at #AVCT"
X Link 2023-12-19T09:44Z 19.7K followers, [----] engagements

"@Trader__007 The momentum building at #AUDIOBOOM is a thing of beauty. I also believe that $80m forecast gets pulverized next year. Good luck to us both and to all other #BOOM holders"
X Link 2023-12-19T09:52Z 19.7K followers, [----] engagements

"It depends a huge amount on the drug that the licensee wants to modify. #AVCT is hardly going to let $PFE modify MMAE (which goes generic in [--] months) or an upfront fee of $20m. Not even for many multiples of that. However it might let someone pay $10-15m upfront (with much larger milestone payments as well as royalties) for the rights to modify an old generic chemotherapy that is unlikely to become industry-leader even with the pre CISION modification"
X Link 2023-12-19T14:19Z 19.7K followers, [----] engagements

"Disgusting behaviour by the @shanta_gold #SHG board to recommend acceptance of a 13.5p cash offer. I had expected at least a 50% premium to that price. Genuine robbery of what I consider(ed) the best small-cap gold producer on the LSE. To think of what might have been for us holders. Oh well. A c.26% return in [--] months and cash freed up to deploy in a market that is flooded with fantastic investment opportunities right now"
X Link 2023-12-20T07:20Z 19.7K followers, 15.2K engagements

"@Trisseswe @shanta_gold Morning mate hope all's well your end V. small position in the mighty #ARCM still (perennially underwater of course around 4.2p average). Maybe it's at long last time to hammer that average down"
X Link 2023-12-20T07:45Z 19.7K followers, [----] engagements

"@Stoop13153310 Hi Stoop yes very much so. Possibly grants in Hong Kong too"
X Link 2024-01-02T16:48Z 19.9K followers, [---] engagements

"#AUDIOBOOM releases an RNS [----] - A Year in Numbers. - [---] billion downloads of #BOOM's podcasts throughout [----]. - Now the 5th largest podcast publisher in the US. CEO again reiterating that this year could be very positive for @Audioboom: "I believe [----] will bring even more success for us all." Looking forward to the year-end trading update later this month. In my view at least BOOM is one of the most obvious candidates in the UK micro-cap space that could enjoy a major share price rerating this year"
X Link 2024-01-03T08:33Z [--] followers, [----] engagements

"A very positive RNS from @East_Imperial #EISB announcing two significant on-premise account wins in New Zealand. And promisingly: EISB is "pleased to see the overall on-trade channel rebound strongly in October and November with positive momentum into December and 2024." Finally the Company reports that its margin improvement programme implemented six months ago "has started to deliver significant margin improvement." Next up I'd like to see updates from each of the other key territories - the USA and China / Macau. The [----] numbers will be ugly; but this is already known by the market. The"
X Link 2024-01-03T09:18Z 19.9K followers, [----] engagements

"@SLowie100 @VitroLabsInc 😂 Really looking forward to this year for #BSFA. Hopefully we get lots of unveiling of amazing work that's been going on behind the scenes - and in a market environment in which growth stocks are (whisper it) very slowly drawing in investor interest once more"
X Link 2024-01-03T15:25Z 19.9K followers, [----] engagements

"@DarthStock Hi DS hope all's well. Yes very valid point points - especially the first two👍 Corporate action in the next couple of months really would be entirely unsurprising #AUDIOBOOM #BOOM"
X Link 2024-01-08T13:28Z 19.9K followers, [----] engagements

"Comparatively little mention of #ONDO on the Twitter feed so far this year. Following the 1m placing a little over a month ago @OndoPlc is cashed up to accelerate its rollout of LeakBots. Just under the Company's existing operational contracts across its almost [--] partners there are circa [--] million addressable households that could receive a LeakBot. And that number could increase significantly if a number of those partners converted proof of concept trials to full rollout commercial contracts - let alone by ONDO signing up new major partners which of course it intends to do. At end September"
X Link 2024-01-09T11:13Z 19.9K followers, 12.1K engagements

"What an epic year-end trading update from @cornerstonefs_ #CSFS. Crushed the (already-twice-upgraded-in-2023) market forecasts. - Revenue of 9.6m +100% YoY; - Adj. EBITDA of 1.4m (0.9m LBTIDA in 2022); - Cash generated from operating activities of 1.4m (0.8m outflow in 2022); - Cash of 2.3m at [--] Dec. Topline CAGR over the past three years sits at 78%; and at 104% over the past two years. This really is an astonishing growth rate. Delighted with how the trade has played out (so far) following the rationale presented at end September here: Quite clearly however there is much more to come from"
X Link 2024-01-10T07:50Z 19.9K followers, [----] engagements

"@Antonyblood1 Very pleasing to read especially as we can be confident that #AVCT is now in $LLY's crosshairs (given that @EliLillyandCo is now the first and only licensee of @avacta's pre CISION technology)"
X Link 2024-01-10T09:36Z 19.9K followers, [----] engagements

"Chuffed with #AUDIOBOOM #BOOM's [----] trading update Q4 was as predicted by mgmt an absolute cracker. - Q4 revenue of $19.2m which was +37% on Q3's revenue of $14.0m; - Q4 adj. EBITDA of $0.2m versus a loss of $1.9m in Q3; - Cash increased by $0.7m from [--] September to [--] December with net cash at year end of $3.7m. This is $2.2m ahead of analysts' forecasts of $1.5m. A return to profitability and crucially a return to positive cash generation is in my view key to attracting a fresh crop of investors to the stock and thus driving a further stock rerating (e.g. see CSFS' performance over the"
X Link 2024-01-15T07:56Z 19.9K followers, 12.4K engagements

"Yes I do think there has been a significant failing of the executive team to deliver shareholder value and I am sure that we are in majority in thinking this. I believe that many feel let down. [--] months of no sustained share price rise is inexcusable in light of what has been achieved in the clinic with #AVA6000. However I dont feel the failings thus far are to do with poor communication; but rather with execution ( or lack thereof) on the commercial front"
X Link 2024-01-17T19:16Z [--] followers, [----] engagements

"Really excellent interview by @foster_ideas CEO of #ONDOINSURTECH #ONDO. Recommended viewing for holders and non-holders alike. A particularly exciting nugget: "The same solution in the same home solves two different problems one for the water industry and one for the insurance industry. So its interesting to see if we can get both industries to collaborate on the cost and deploy this at a much bigger scale." (08:27) As highlighted by ONDO in its Tweet in 2/2 below Southern Water has already kicked off its [----] household pilot trial. Southern Water and Portsmouth Water (the latter having"
X Link 2024-01-22T12:16Z 19.9K followers, 12.6K engagements

"#CSFS agreement with Mastercard to launch a corporate card scheme for @cornerstonefs_ customers. "This additional payment rail will provide our customers with greater choice and flexibility in managing their business expenses - and it is a key step towards our goal of offering our clients the ability to pay in or pay out in any currency via any payment method anywhere in the world." This launch in Q3 [----] should make the CSFS offering even more attractive and drive further customer wins and consequent revenue growth. This company is absolutely flying. Up 52% YTD and now I think that 40p"
X Link 2024-01-23T07:29Z 19.9K followers, [----] engagements

"Many thanks for sharing Andrew I was unaware of this. Very good to know as CellRev and #BSFA will be looking to capitalize Cultivated Meat Technologies in the very near future. Nothing holding back those plans now. In my view this CMT subsidiary will provide the greatest potential upside in the long-term to us @BSF_Enterprise shareholders. What we want it to become is the platform of choice for the major producers of cultivated meat in the decades to come"
X Link 2024-01-23T07:44Z [--] followers, [----] engagements

"1) #YU at 1240p for the breakout following that massive year-end trading update. Following the upgrades to forecasts today Liberum has the Company sitting on net cash of 111m at end of this year being 54% of the current mkt cap. Trading on a [----] EV/EBITDA of 2.x. . 2) #AVCT at 103p for the recovery towards fair value post the CLN conversion yesterday; coupled with anticipated strong news flow in the very near term both on the clinical and commercial front"
X Link 2024-01-23T10:24Z 19.9K followers, [----] engagements

"@Ophidian18 @Mike24775926 @MBdaytrading @avacta Morning Ophidian purely a guess on my part - and obviously am being conservative (and obviously hope Im very out)"
X Link 2024-01-26T07:53Z 19.9K followers, [----] engagements

"The first IPO / RTO I've taken part in in a long while: Acquisition of Sorted #SORT by Location Sciences #LSAI including a 2m equity raise at 0.14p (or 87.5p post the impending share consolidation). Sorted is an e-commerce delivery experience platform founded in [----]. It provides software solutions to SMEs and MNCs - notable customers include ASOS Asda Boohoo and M&S. The three core services of Sorted's proprietary Delivery Experience Platform comprise Ship Track and Return. In short Sorted's combined services: - facilitate carrier management and delivery tracking for platform users; - enable"
X Link 2024-01-30T10:49Z 19.9K followers, 16.9K engagements

"I have re-entered the #STX long trade over the past two days (6.1-6.2p) having watched the share price drop from 7.65p in only [--] sessions. The price action would suggest that Q4 numbers (likely to be reported over next [--] weeks in the end-2023 trading update) may miss forecasts. In my view low end of guidance for [----] is already (more than) priced in. Looking forward consensus forecasts suggest PAT of 19.8m for [----] and FCF of 18.9m. That puts @ShieldTx on a PER of 2.7x and FCF yield of 38%. Clearly [----] is a long way off for a growth company in the still relatively early stages of"
X Link 2024-01-30T13:10Z 19.9K followers, 10.3K engagements

"Hi Robinson Possible TX-derived #AVCT share price catalysts to land before AACR in April (which btw I don't think will be a major SP catalyst in itself): - Out-licensing deal for specific aspects of #AVA6000 (e.g. for breast in China etc.); - Out-licensing deal for some or all of #AVA3996; - Out-licensing deal of pre CISION substrate; - Update on [----] P1a Q3W; - Update on [----] P1a Q2W; - CTA and/or INDA submission for 3996; - JV to secure novel warhead to modify with pre CISION; - Detail on next prodrugs being worked on after [----] (such as MMAE); - Update on AffyXell - pipeline funding IPO; -"
X Link 2024-01-30T13:53Z 19.9K followers, [----] engagements

"@BigBiteNow Great thread BBN appreciate you sharing your insight on this one. #STX is simply mispriced down here even in the event of a slight miss. Just matching '23 forecasts I think will kickstart a proper rerate. Either way the trading update should make for enlightening reading"
X Link 2024-01-30T16:45Z 19.9K followers, [---] engagements

"Morning Ewan My take is: the Finals were exceptionally poorly presented by #BSFA with little thought having gone into the drafting of the document. There were no surprises in the numbers with enough cash to see the Company through to Q1 [----] (during which time I sincerely hope they will have gotten multiple commercial deals over the line) But there was no structure to the narrative. No explanation as to how @3D_BioTissues' technology (and future products that could be derived from it) is differentiated from the competition and why / how it could appeal to consumers / customers. An easy"
X Link 2024-01-31T11:04Z 19.9K followers, [---] engagements

"Give #AVCT half a billion $ cash tomorrow and that STILL wouldnt be enough to progress all the dozens of first-in-class or best-in-class therapies that could be derived from the pre CISION and Affimer platforms into rapid pre-clinical and clinical development. A massive treasure trove sits within @avacta. We await (im)patiently for its unlocking"
X Link 2024-02-01T07:33Z 19.9K followers, [----] engagements

"Not holding this stock (yet) but that's a very strong RNS from multi-metal explorer and developer @PowerMetRes #POW. 1.3m equity raise at 1.0p a 9-month high for the share price. It adds a strategic Saudi Arabian investor to the shareholder register which already incudes mining investor legend Rick Rule; the Kansagra family; and @pauljohnson9691. This company is in the business of generating monster projects across its extensive exploration portfolio that extends across North America Africa and Australia; and then realizing value from them through several different methods. I won't even begin"
X Link 2024-02-01T07:52Z 19.9K followers, 14.8K engagements

"The very good news for us #AVCT holders is that with only 2-3 strategic moves that could theoretically occur almost overnight everything could be rectified and set on a path that could see the SP rapidly track toward where most think it should be (5-10x of where we are today in the immediate term). This is why I not only continue to hold despite the embarrassing lack of SP appreciation over the past [--] years but continue to add steadily It can (and will) turn overnight"
X Link 2024-02-05T13:27Z 19.9K followers, [----] engagements

"As far as I am aware Dx division and HCI bond are in no way legally linked. Cash was just notionally ringfenced for Dx acquisitions. Elsewise there'd still be another 20m cash ringfenced on #AVCT's balance sheet right now - which is not the case. Thus I do not believe that HCI would / could not recall their loan if #AVCT were to sell the division for cash. In my view the share price would react well as it would relieve the (relatively-)near-term funding concerns. SP would rally aggressively which would open up other methods of repaying HCI (such as an equity raise at a much higher price than"
X Link 2024-02-05T14:59Z 19.9K followers, [----] engagements

"Four RNSs of interest for possible trades this morning: #SALT #POW #BKS #QED"
X Link 2024-02-06T08:01Z 19.9K followers, 15.1K engagements

"Thinking about trying to organize an interview with @avacta #AVCT management. The idea would be to not waste time on stuff that is readily available in RNSs and on the Company's website but rather to push them on subjects that they have been unclear about up until now. For example a key subject for me would be pressing them to explain to the market exactly why a "working pre CISION platform" is so significant / valuable. What are its clinical and commercial advantages over the current leading class in targeted cancer therapy antibody-drug conjugates Investors can see that 10s of $ billions"
X Link 2024-02-09T09:21Z 20K followers, 31.7K engagements

"Sean to address each of your paragraphs in order: 1st paragraph. "I believe there is enough information out there already to value #AVCT much higher than it is. I.e. preCISION works." You have essentially just repeated what I wrote in my fourth paragraph. My view is that if the existing data is presented in a different manner (i.e. using ADCs as a comparator) then a rerating in the immediate term is far more achievable. 2nd paragraph. "What they need to do is attract new investors & institutions." Find me one single person who disagrees with this 2nd paragraph. "It's the audience not the"
X Link 2024-02-09T09:53Z 19.9K followers, [----] engagements

"@rick_shares @avacta Hi Rick hope you're keeping well. Don't disagree. In fact I personally think #AVCT will actually have a dual NASDAQ listing before the year is out"
X Link 2024-02-12T13:28Z 20K followers, [----] engagements

"First (horribly late) blog of the year: An Introduction to BSF Enterprise Key takeaways: - #BSFA has unique technologies in tissue engineering that give it major competitive advantages over rivals; - Its technologies are being commercialized in multiple industry verticals including: 🔹 cultivated leather; 🔹 cultivated meat; 🔹 corrective vision (cornea transplants); 🔹 skin care cosmetics; 🔹 skin grafts; 🔹 cell culture media supply to Pharma industry. - BSF is implanting an umbrella strategy that will enable it to raise funds at subsidiary level and secure NAVs for each business line; -"
X Link 2024-02-17T11:27Z 20K followers, 22K engagements

"I've been doing a bit of work on #AUDIOBOOM #BOOM's valuation. M&A in the podcasting space tends to be based on enterprise value/sales ratio (or price-to-sales ratio which is the same except that it does not account for cash or debt on the balance sheet). Transactions in the space over the past five years for which there is publicly available financial data include: - iHeartMedia acquiring Triton Media for an enterprise value of $228m (an EV/Sales ratio of 5.0x) - Amazon acquiring Wondery for an enterprise value of $300m (an EV/Sales ratio of 7.5x) - Sirius XM acquiring Stitcher for an"
X Link 2024-02-21T14:19Z 20K followers, 14.4K engagements

"People have been absolutely losing their minds about the apparent news blackout at #AVCT and panic selling has clearly been exacerbated by short selling (and the inevitable online trolling). The shares are down 34% YTD and the only news that Avacta has put out this year is a very positive senior management change. The shares are down 54% from their high of 167p only [--] months ago; in that time the NASDAQ Biotechnology Index is up 12.3%. Most importantly the technology platform pre CISION has blown all prior expectations out the water in clinical trials to date. It is rapidly on its way to"
X Link 2024-02-23T07:41Z 21.6K followers, 39.1K engagements

"Independent gas and electricity supplier #YU #yugroup looks very strong at [-----] - after an excellent RNS on Friday concerning a new hedging facility with Shell. As SP Angel notes today: "The new agreement carries no obligation to deposit cash as collateral which releases a material amount of working capital back to the Group. With a cash rich debt free balance sheet Yu Group is in a position to consider how to optimally allocate its capital base. We believe this could include M&A activity and other growth initiatives but also cash returns to shareholders." @Yu_GroupPLC has been the best"
X Link 2024-02-26T15:51Z 20.1K followers, 10.4K engagements

"Opened a new position in Thor Explorations #THX on Thursday / Friday for some exposure to this rocketing gold price (now hitting $2100/oz) - and have added more this afternoon. Average just under 12p. Thor's operating mine in Nigeria named Segilola is set to produce 95k to 100k oz of gold this year with the AISC guidance range set at $1100/oz to $1200/oz. Broker Canaccord forecasts EBITDA of $89m this year increasing to $105m in [----]. At a share price of 13p pre-debt repayments it has THX trading on an FCF yield of 64% for [----] increasing to 85% for [----]. Canaccord forecasts that net cash at"
X Link 2024-03-04T15:32Z 20.1K followers, 14.2K engagements

"Glad to see a line drawn under this affair at #AVCT. At least management chose not to dilute even further but rejected all subscriptions from non-holders (which I gather was a substantial sum) to buy in the REX offer at 50p. Approx. 42m cash in the bank now which sees the company through to H1 [----]. Hopefully another 25m+ cash to be recouped through selling the Diagnostics division over the next [--] months too as well as any upfront cash from potential licensing deals. Besides the HCI convertible bond and outstanding options I sincerely hope that is the last of the equity dilution before the"
X Link 2024-03-05T10:53Z 20.1K followers, 57.9K engagements

"New trade in Central Asia Metals #CAML (162.5p average) opened earlier this week for some exposure to copper. CAML operates the Kounrad copper project in Kazakhstan and the Sasa zinc-lead mine in North Macedonia. (Copper accounts for circa 60% of revenue). Consensus forecasts have the company trading on a [----] EV/EBITDA of 2.9x and a FCF yield of 17%. The company has consistently paid a hefty dividend (20p full year in each of [----] and 2022) and consensus forecasts have it paying out around 16-17p for the next couple of years - which equates to a 10% yield at CAML's current price. It's also"
X Link 2024-03-15T08:03Z 20.4K followers, 15.3K engagements

"Currently in the middle of moving homes (and cities) last/this week so haven't had much time to post on here. Will try to get a few in over the next several days when I can on the various open trades and investments. First up Avacta #AVCT: Over the past week we've seen considerable churn from the placing coupled with a number of private investors evidently throwing in the towel - despite the share price being at a 24-month low and despite the company now being fully funded for 2+ years. However such actions are understandable (to a degree) given how frequently and how massively Avacta's mgmt"
X Link 2024-03-25T16:04Z 20.1K followers, 24.8K engagements

"Cheers slowly getting there Hoping to be in and settled in the new place by Saturday evening. #BSFA: the company is just being crucified like so many other nano- and micro-cap stocks that are at pre- or early-revenue stage. I believe there's probably a bit of fear over a massively discounted placing - which I know is complete crap (from speaking to both management and brokers in recent days). They're looking for equity finance at subsidiary level across multiple divisions. Moreover I think City-Mix sales really pick up soon; and they're also getting paid for R&D work with potential commercial"
X Link 2024-03-27T19:01Z 20.1K followers, [----] engagements

"Move from London ➡ Bath completed Moving homes is hellish. 🥴🤣 A wonderful [--] years spent in London but it's time for the next chapter. Career-wise a huge thanks to @AllenbyCapital for giving me my first job in the public markets arena (equity analyst) that really fired up my passion for trading micro-caps. Although I've put a pin in that passion whilst the micro-cap landscape finds its feet in this severe drought and I scale up to small- and mid-caps Planning to be back in London regularly for meetings and more importantly 🍻. Now. Home office is set up so back to the trading"
X Link 2024-04-03T15:02Z 20.1K followers, 13.3K engagements

"As with the preceding two trades (Central Asia Metals 162p ➡ 187p for +15%; Yu Group 1208p ➡ 1800p for +49%) it looks like I may have left too much on the table with the Luceco #LUCE exit (122p ➡ 144p for +18% but SP now already showing 155p). An aspect of my trading I must really work on. On the other hand the LUCE proceeds went into S4 Capital #SFOR at 52p last week which is now showing 55.7p - pretty much keeping up with the LUCE gains. Now as long as S4 races away over the next couple of weeks. Over past two sessions have closed out trade in Luceco #LUCE for +18% from 122p. Taken a"
X Link 2024-04-08T14:43Z 20.7K followers, [----] engagements

"I plan to comment in depth on #AVCT and yesterday's data release after the second presentation this evening - but for now: The fact that the share price hasn't budged after the sublime #AVA6000 data presented yesterday will have licensees at advanced stage of due diligence thinking "Why pay all that cash upfront for rights to only a single indication for a single pre CISION drug when we can just acquire the entire company for 200p/s" Avacta is now a sitting duck I have absolutely no doubt about it. And in advance of people responding "Not a chance that a 200p offer would be accepted " - I"
X Link 2024-04-10T12:24Z 20.1K followers, 40.1K engagements

"Hi Amar it would incur equity dilution if #AVCT were to raise money in tandem with the listing (be that via a Standard Listing (IPO) a SPAC Merger or Fallen Angel Reverse Merger). And personally I'm fairly sure the company would opt to raise further cash at time of listing. I think a NASDAQ listing would dramatically help increase the share price. I think all three option listings are already being considered in depth by @avacta. And I think it'll be a different (higher profile) US investment bank that manages the listing process and fundraise and not STFL. All just IMO"
X Link 2024-04-11T15:44Z 20.2K followers, [----] engagements

"Took a small long in INSPECS Group #SPEC yesterday and more today on the back of the Final Results. Not the bottom at 52p average but sentiment has evidently shifted and I'm looking for a near-term recovery up into the 60/70s (for starters). INSPECS is a designer manufacturer and distributor of eyewear (such as sunglasses and frames). It's had a hideous two years share price performance wise (largely driven by a couple of forecast misses); but seems to be on the road to recovery. The CEO's words yesterday: "After a disappointing end to [----] and a slow start to [----] the recent trend has been"
X Link 2024-04-18T11:35Z 20.1K followers, [----] engagements

"A new era begins at @avacta #AVCT as Dr Christina Coughlin is appointed as CEO effective tomorrow. Dr Alastair Smith leaves the company after founding it [--] years ago and leading it to where it is today. A huge thanks to Dt Smith for securing the pre CISION platform for Avacta - a platform that is shaping up to be a true game-changer in targeted oncology treatment. Standouts for me from the Final Results also published this morning: 1) "The Board will also evolve to meet the increased demands of being a clinical stage oncology company alongside the need to more clearly communicate with"
X Link 2024-04-30T07:00Z 20.2K followers, 28.5K engagements

"Afternoon EB hope all's well. Agreed. Biggest volume day already (by far) since IPO day and showing no signs of slowing. A classic momentum play. I thought the Hannam & Partners initiation note on #HEX was excellent (I got through it last night) - well worth a read for those who haven't"
X Link 2024-05-02T12:43Z 20.2K followers, [----] engagements

"INSPECS Group #SPEC has been creeping up under the radar. Some quite heavy volume the past week. Breaks into the 60s could be imminent. A big ramp but I genuinely think that it could be a target for a PE player in the not too distant. Generating very significant operating cash flows versus its current EV"
X Link 2024-05-03T07:34Z 20.2K followers, [----] engagements

"The #HEX 1p founder shares are locked in. 5p stock was only sitting on 900k of profit at 10p placing price. Most likely cleared in first few sessions. Rest is just profit from 10p placing - which like any other IPO / secondary placing will most likely clear gradually as the SP ascends"
X Link 2024-05-03T07:54Z 20.2K followers, [----] engagements

"@LordBadshot @HaraldHadrada2 @power_thompson Oui Rob. Of course rules are there to be broken. but at least that's in place legally So all we have to worry about overhang wise is that 900k profit from #HEX's pre-IPO [--] round - which probably went within 2-3 sessions"
X Link 2024-05-03T08:12Z 20.2K followers, [---] engagements

"I was one of the #AGL buyers into close yesterday. Unfortunately very little to be had market makers were absolutely extracting the Michael on the ask. The early afternoon rally and then close at the highs suggests this flies into the 20s on Tuesday/Wednesday in my humble opinion. Really impressive momentum building with the second AZN contract (in quick succession). Personally think the market is taking it as a sign that Angle has reached a tipping point. The Halo Effect Short term risk to the trade is as is almost always the case with such stocks() management deciding to raise cash on the"
X Link 2024-05-04T08:03Z 20.2K followers, [----] engagements

"Hell of a way to start the week Two new short-term trades opened on Thursday and Friday are both in the top [--] performers of all LSE stocks so far this morning: Angle #AGL (+16.9%) Helix Exploration #HEX (+16.1%) And two-week old holding INSPECS #SPEC just outside the top [--] (+11.3%). Disappointing action in relatively newly opened trade Andrada Mining #ATM given that the tin price is on the charge again after a week of consolidation. I think that only a sustained $35kt/+ or else the first lithium farm-in will now move the needle at ATM. Fortunately I'm of the opinion that both come shortly"
X Link 2024-05-07T08:24Z 20.2K followers, 20.8K engagements

"New (likely short-term) trade in copper explorer Arc Minerals #ARCM taken over past hour (1.84p average). Recent 3.5m equity placing at 1.80p (raised 3.5m gross) settled over six weeks ago now. I think the churn - with a number of placees evidently banking their 1-1 warrants (3p exercise price) - could be coming to an end shortly. The trade is based on Arc's valuation having completely ignored the rapid rise in the price of copper this year (recently hit $10k/t). Of course Arc isn't a producer and so its near term financials are not geared to the copper price. Nevertheless most other"
X Link 2024-05-07T14:56Z 20.2K followers, 10.6K engagements

"What a day. Helix Exploration #HEX +34.2% Angle #AGL +19.7% INSPECS Group #SPEC +12.9% Cornerstone FS #CSFS +2.6% ('23 prelims tomorrow) Andrada Mining #ATM (-3.1%) and Audioboom #BOOM (-4.0%) letting the side down. Is life really returning to UK micro- / small-caps 🤞🙏 Hell of a way to start the week Two new short-term trades opened on Thursday and Friday are both in the top [--] performers of all LSE stocks so far this morning: Angle #AGL (+16.9%) Helix Exploration #HEX (+16.1%) And two-week old holding INSPECS #SPEC just outside the top [--] https://t.co/YJUnUYa63B Hell of a way to start the"
X Link 2024-05-07T15:49Z 20.2K followers, 14.4K engagements

"Alas significant selling is still holding #ARCM back today. Difficult to tell if it's just placees flipping to bank the risk-free warrants or else a large shareholder actually wanting out. Regardless as the drilling programmes kick off in both Zambia and Botswana (imminently) an influx of new buyers should clear whoever the seller/s is/are"
X Link 2024-05-08T12:59Z 20.2K followers, [----] engagements

"Great minds on Shield Therapeutics #STX Zak Small position taken by me this morning from 1.65p up to 1.84p (1.69p average). Prelims (released late Friday afternoon) read well; and Cavendish reintroduced forecasts this morning. New target price of 30p. The thesis is relatively simple: through innovative financing (possibly with further options on the table e.g. royalty financing) Shield has given itself another 12-month lifeline to achieve a FFCF+ position. This is an extremely high risk turnaround play. Significant possibility of of a big fat zero; off-chance of several multiples (at the very"
X Link 2024-05-13T09:37Z 20.2K followers, [----] engagements

"Just had a check of records - last trade in STX was at 6.1-6.2p entry in late January exited at a smidge over breakeven within days of entry - looks like to go chase elsewhere. Fortunate move as trade rationale that time around was completely wrong Feel more confident in new trade with no unknown results (or strength of balance sheet) fast-approaching"
X Link 2024-05-13T11:27Z 20.2K followers, [---] engagements

"Massive shake-up announced by Anglo American #AAL today - as the miner seeks to fight off a takeover approach from its bigger rival BHP Group. Diamond platinum and coking coal businesses all to be divested. For my new long in Arc Minerals #ARCM it looks very positive. Anglo's focus will be intensified on its copper and premium iron ore businesses. One of its key copper exploration projects is its JV with Arc in the North-Western province of Zambia in which it is committing up to $88.5m ($74m of which will be for funding exploration) for a 70% stake. The wording in AAL's RNS (see screenshot"
X Link 2024-05-14T06:48Z 20.3K followers, 10.3K engagements

"Tom if a formal offer of 200p for #AVCT is made the Board would have to bring it to shareholders. They may suggest that we reject it; but they will bring it to us nevertheless. At that price I think you have got to get to grips with the fact that many would accept it. I dont think a majority but I would suggest that it would be a significant minority. My own view is that many should really consider the perilous situation were in with regards to how a hideously low ball offer in the next few weeks / months could genuinely see Avacta disappear as an independent PLC"
X Link 2024-05-15T21:19Z 20.2K followers, [----] engagements

"@OfficePaws @tom_the_bomb__ @asininitybeyond @Jenkoool Drama I am very calm. Yes I sincerely hope that any first bid from Big Pharma sparks a bidding war given how cheap the shares are right now. (Note that I didnt use any exclamation marks compared to your three.)"
X Link 2024-05-15T22:12Z 20.3K followers, [---] engagements

"@Trader__007 Cheers Trader. Absolutely. #CAML is only up 25% YTD (excl. divi) not nearly keeping up with the moves in those three metals when taking into account high operational gearing"
X Link 2024-05-17T14:22Z 20.3K followers, [---] engagements

"@Superyotter Agreed. Ill be coming back into #ONDO subject to the placing being approved at GM (a given). The market has evidently been waiting for this fundraise. Such ridiculous upside - even just from the existing customer base"
X Link 2024-05-20T09:19Z 20.3K followers, [---] engagements

"Morning yes I watched the #ONDO presentation yesterday. Very impressive from @foster_ideas Mark and Kevin. [--] institutions now on the register for a 16m mkt cap company - a good sign Hope to see open offer fully subscribed so Ondo has a substantial cash runway to give the market real confidence so that we can see a sustained SP rerating"
X Link 2024-05-21T05:28Z 20.3K followers, [---] engagements

"#ARCM goes through 2p in the next few minutes I think Selling pressure completely off; it's about to really motor at last"
X Link 2024-05-21T07:13Z 20.3K followers, [----] engagements

"@power_thompson @tozzer121 Morning EB yes I suspect that exact point is on the minds of a lot of #ARCM investors (both old and new) right now 👍"
X Link 2024-05-21T07:17Z 20.3K followers, [----] engagements

"A delightful update from Avacta #AVCT. Cohort [--] of Phase 1a Arm [--] successfully completed; and the first three patients in cohort [--] have already been dosed. Phase 1b expansion to commence later this year which should run straight into a pivotal phase [--]. With a fair wind behind it #AVA6000 gets accelerated approval from the FDA for the first indication (likely a subtype of soft tissue sarcoma) towards the end of next year. In US oncologists' hands in H1 2026; and thereafter (with the benefit of off-label use) it just snowballs. But I am quite sure Avacta is sold long before then. Today's RNS is"
X Link 2024-05-23T14:20Z 20.3K followers, 17.6K engagements

"@Jordan243431 Hi JD hope all's well - yes I know them both well. ACRM - unfortunately too illiquid for me at the moment. RUA - eyes on it"
X Link 2024-05-23T15:41Z 20.3K followers, [---] engagements

"Get looking at Quadrise #QED (I have started buying today). Serious RNS out today that I don't think has sunken in yet for many. The trial with unnamed partner in Morocco that has been ongoing for several years has now been moved into a commercial framework agreement. Turns out the partner is state-owned OCP S.A. the world's largest producer of phosphate. $11bn in revenue in [----] 1.6bn in profit after tax. An absolutely huge partner - and to me it reads like a formality that Quadrise's MSAR and bioMSAR will be rolled out across a number of OCP's sites in time. 'Green' stocks in the UK"
X Link 2024-05-28T13:46Z 20.3K followers, [----] engagements

"Very happy with the Q1 update from gold miner Thor Explorations #THX despite the lack of move in the SP (so far). Revenue of US$33.3m EBITDA of US$23.3m Net profit of US$12.4m AISC came in at an astonishing $632 per oz although this number was massaged by the use of stockpile feed. Full year AISC guidance maintained at $1100-1200/oz and production guidance at [-----] to [------] oz. The two analysts covering the stock - Canaccord and Arc - have a mean [----] free cash flow of $38.4m rising to $115.8m next year. That equates to a [----] FCF yield of 31% increasing to 93% in [----]. A serious outlier in"
X Link 2024-05-29T12:19Z 20.3K followers, [----] engagements

"In recent days I have come around to the view (for numerous reasons) that something very significant could be going on behind the scenes at #AVCT. A major commercial partnership or else an outright takeover. I'm leaning towards the latter. Most who have done an ounce of research on the company would agree that the equity should be valued 7-10x higher as things stand. The company sits on a globally unique technology in targeted oncology. Multiple board members have stated that "everyone wants it" that it's the Holy Grail of cancer treatment. A host of misfortunates have stacked up to create an"
X Link 2024-05-30T15:26Z 20.3K followers, 10.5K engagements

"To be honest Andrew I held that view on #AVCT until very recently too. Now however - without a single hint of a commercial deal or a takeover - I think that Avactas share price could double treble quadruple in short order. How A new executive chairman takes over in the next six weeks. A new commercially driven (and proven) person at the top is desperately required to assist the science- and clinically-focused new CEO. Instead of Heights being a weight on the share price (as it has been for the past [--] months) the Bond should be used as a short-term share price booster. This could be achieved"
X Link 2024-05-30T21:58Z 20.3K followers, [----] engagements

"@Robin25461631 Regardless of the above Trump will be allowed to run for office (there will be genuine civil war if not) and will win in a landslide in my view. Happy to bet on that outcome"
X Link 2024-05-30T23:24Z 20.3K followers, [----] engagements

"Very good volume in Helix Exploration #HEX once again - a lovely rebound following this morning's mini selloff (down as much as 5.3%) now about to turn blue. Three near term catalysts: - Ingomar scoping study due very shortly; - Drilling to kick off possibly as early as next month; - I am also hopeful of seeing further acreage added around the project through securing additional leases (something that the H&P analyst referenced in his initiation note). A momentum play I think it's primed for a quick move up to the 26-28p range"
X Link 2024-06-04T10:11Z 20.3K followers, [----] engagements

"Ondo InsurTech #ONDO 4.1m fundraise settled yesterday post Monday's GM. The Company immediately kicks off the positive newsflow today: an agreement with one of the top [--] UK home insurers Ageas UK for Ageas to trial Ondo's LeakBot across both its customer base and its own employees. It's an excellent development that could lead to another substantial block of UK households for LeakBot to be rolled out into. In the current FY 2024/25 (commencing [--] April) house broker Dowgate has Ondo generating annual recurring revenue of 6.2m jumping to 11.6m in FY 2025/26. Accounting for yesterday's cash"
X Link 2024-06-06T07:50Z 20.3K followers, [----] engagements

"@jabberba Morning John yes that' s the big one isn't it. #ONDO's shares would go absolutely ballistic in that event. Agreements already signed with three major UK water companies (Portsmouth Southern South West). It really is within the realms of possibility"
X Link 2024-06-06T09:05Z 20.3K followers, [---] engagements

"A solid interview by @foster_ideas of Ondo InsurTech #ONDO with a couple of nuggets in there: "We're returning this week (to a large insurance conference in Amsterdam) with one of our partners to present a case study of what we achieved. We'll announce later today or tomorrow who that partner is. They're going to relay some commercial details about the results that they've achieved - which no one has done before." "As soon as we're done I jump straight on a plane and fly to Boston for a really important sales meeting." And look which major US major home insurer has its HQ in Boston. Liberty"
X Link 2024-06-10T15:18Z 20.3K followers, [----] engagements

"Each to their own. I personally was very excited about the #ONDO raise. I think the R/R is incredibly attractive at this level and that the share price will perform very strongly over the next 6-12 months before the company may need to raise any further capital"
X Link 2024-06-10T20:40Z 20.4K followers, [---] engagements

"@featherby_dr @microbagman You speak the truth 👌"
X Link 2024-06-10T20:52Z 20.3K followers, [---] engagements

"This initial capex requirement estimate in Helix Exploration #HEX's scoping study for the Ingomar Dome Project is phenomenal when set against the other project economics. - Initial capex requirement of $19.7m - Free cash flow of over $40m per annum - NPV8 of $303.1m - Initial capex payback in [--] months - Self-funded expansion in [----] to double capacity. Consider these against Helix's current enterprise value of only $31m (and mkt cap of $39m). No wonder the CEO suggests that this positive study "releases a range of finance possibilities to provide initial CAPEX requirement." A punchy update"
X Link 2024-06-11T06:55Z 20.3K followers, [----] engagements

"Absolute scenes at Helium One Global. The majority of those up-until-6.59-this-morning UK micro-cap stocks that had been in vogue have been sold off in the first hour. People have quite obviously been freeing up cash to pile into #HE1 following its massively discounted placing (8m at 0.50p). Over 5.5m traded in the first hour for a company valued at 18.6m at the 0.50p placing price (pre-new money). Understandable trading antics from the masses as the stock has performed extremely well from these levels historically. And yes I too have bought for the trade 😂"
X Link 2024-06-11T08:02Z 20.3K followers, 11.7K engagements

"The strength of the retail behind AFC Energy #AFC has been phenomenal for many years now. Moreover green energy stocks are likely to enjoy a monster rally over the next couple of years (assuming no miracle that would see @reformparty_uk snatch victory from Labour). I had planned to pile into AFC yesterday but capital was instead diverted into NASDAQ play $ZAPP following its news (and the short squeeze); as well as more into both #ONDO and #BSFA. Still plan to get into AFC very shortly though; 20p+ will come quickly in my view"
X Link 2024-06-14T05:58Z 20.3K followers, [----] engagements

"Unfortunately only small 20k shares that I grabbed in $ZAPP early doors. First 20% of holding unloaded at +114% (in about [--] minutes). re: #AFC I don't think the 4.6m conditional shares will carry too much weight. 71% of total news shares (to be) issued already hit the market yesterday and look at volume and the move up in SP Anyway - will monitor closely for entry. #BSFA - confident yesterday marked the start of the rebound. It's been a real shocker so far Director buys would work wonders I think"
X Link 2024-06-14T06:31Z 20.3K followers, [---] engagements

"@jabberba @marketgem @reformparty_uk Morning John hope all's well your end. Fifteen trading sessions before the GE results are confirmed - an age in the world of small-caps. I suspect #AFC could move 20%+ in the period. But good point and acknowledged 👍"
X Link 2024-06-14T06:38Z 20.3K followers, [---] engagements

"Hi Steve thanks for the heads up but I do also know the #AFC story very well. A lot of what small-cap trading is all about is is buying not what you yourself think is a quality share but rather what you think the masses will want to buy (for whatever reason even if the reason seems nonsensical to you) - before the masses start buying in earnest"
X Link 2024-06-14T08:49Z 20.3K followers, [---] engagements

"#BSFA trolls: "There's a 2p placing coming the company is running out of cash" BSFA director: "Sure I'll just buy 47k of shares on the open market average 5.19p just to raise cash at half that price in a month or two." Markets have turned even for nano- and micro-caps. Cash is on the sidelines and ready for pre-revenue but promising (bio-)tech stocks. And yes even at prevailing or premium share prices. Do people really think mgmt doesn't have several plans far advanced to recapitalize the business when the time is right and without horrific dilution"
X Link 2024-06-17T06:28Z 20.3K followers, [----] engagements

"Morning MG - have been watching CAP-XX for a long while (didn't take the recent placing but was intrigued). Decided to take a chunk of #CPX today (2.3%) following those three NED appointments. Combined with the: - recently strengthened balance sheet; - the clearing of all litigation; - the ongoing cost reduction programme; - bookings/billings being nicely ahead in [----] (relative to 2023); - further patents incoming; I thin the company is now properly in turnaround mode. Sub 3m mkt cap. Quite obvious (to me anyway) that this could run hard in the coming weeks"
X Link 2024-06-18T07:57Z 20.4K followers, 18.2K engagements

"Designer and manufacturer of supercapacitors CAP-XX #CPX closed on Monday night with a mkt cap of 2.3m giving it an enterprise value of circa 1m. Following Tuesday's 7am news regarding the three new non-executive directors [----] billion shares have been traded - equating to 122% of the TVR in just [--] sessions. The value of that trading amounts to 5.92m. This is pretty extraordinary activity. Its market capitalization at 0.1875p remains only 5.4m. Having been crushed by litigation and liquidity concerns (the former resolved out of court; the latter addressed by a recent 2.2m fundraise) I think"
X Link 2024-06-20T08:43Z 20.4K followers, 12.3K engagements

"For the nano-cap traders out there - Potentially big moves today in #CPX #GDR #SAE and #HUD. Each of the RNSs are explanation enough. DYOR"
X Link 2024-06-25T07:00Z 20.4K followers, 10.7K engagements

"SIMEC Atlantis Energy #SAE - as the majority owner of the UK's largest tidal power project - also happens to be one of the only companies on the LSE that is going to absolutely thrive under a Labour government. Consequently it's impeccable timing that it's just announced a very successful turnaround is underway and that it's balance sheet (previously in a truly dire position) is improving rapidly. Bavo management. I had up until yesterday thought it was 90%+ likely that the company would be going bust by end [----]. Now however with the equity valued at only 10m I think the shares could be in"
X Link 2024-06-25T07:33Z 20.4K followers, [----] engagements

"@here_there I do not understand note [--] William as I am financially illiterate. But I beg you please do not try to educate me - I am content to soldier on in blissful ignorance. Fortunately my open #SAE trades are currently showing +52% in [--] hours"
X Link 2024-06-25T09:04Z 20.4K followers, [----] engagements

"@Paris_2Berlin @Shareresearcher Yes of course. Volume is just superb day after day. In my view #CPX can't remain 6m mkt cap (5m EV) for long. So much interest in the stock now. Product development update read very well this AM too"
X Link 2024-06-25T12:02Z 20.4K followers, [---] engagements

"I'm fully aware that this this may sound a tad OTT but I have never woken up feeling so bullish about @avacta's prospects after attending the AGM yesterday. With our new CEO and new chairman delivering a knockout presentation it really felt as though #AVCT has been reborn. Both Christina and Shaun were phenomenal. A fantastic combination of skillets. Personally I think they represent a real step change in the quality of Avacta's leadership. As an experienced oncologist herself Christina simply could not contain her excitement about the pre CISION platform and how it could revolutionize the"
X Link 2024-06-27T12:45Z 20.4K followers, 20.1K engagements

"Daiichi Daiichi. Seriously though whoever gets first dibs on #AVCT's pre CISION (and in my view it'll be a very large multi-drug commercial partnership - not just a simple substrate out-licensing deal) is going to have a dramatic advantage over all (other) ADC players. For a very long time. I'm sure this isn't just pretty obvious to shareholders but even more so to Big Pharma. One of the numerous reasons I agree with your "in the near future" line As for the shorts and the trolls who have no idea how the tech works or the implications of a working platform. It'll be wonderful to watch their"
X Link 2024-07-02T13:02Z 20.4K followers, [----] engagements

"The UK and France are both now in really fucking dire straits. It feels like we're in the midst of a genuinely momentous decade in the history of Western Civilization. This week has been a real hammer blow. Easy to see how things could get seriously messy in the coming years. *FRENCH LEFT SET FOR SHOCK ELECTION VICTORY PROJECTIONS SHOW *FRENCH FAR-LEFT LEADER SAYS WILL IMPLEMENT ENTIRE PROGRAM France about to get 90% income tax. Enjoy https://t.co/Hy4SBIHsX9 *FRENCH LEFT SET FOR SHOCK ELECTION VICTORY PROJECTIONS SHOW *FRENCH FAR-LEFT LEADER SAYS WILL IMPLEMENT ENTIRE PROGRAM France about to"
X Link 2024-07-07T18:35Z 20.5K followers, 39.6K engagements

"@JMHDeakin The alternative view on that might be it was packed with wealthy people holding one-way tickets out of here 😂 If the 100k ISA cap is introduced in April very likely I'll be joining them"
X Link 2024-07-11T11:32Z 20.4K followers, [---] engagements

"@HaraldHadrada2 Yep no surprises here HH - apart form the fact that no one on X is talking about it #SAE ideally positioned (both tidal stream and stationary energy storage) to absolutely thrive under Labour and with support of GB Energy"
X Link 2024-07-12T08:44Z 20.5K followers, [----] engagements

"@smithh655 @marketgem I bought #FAB for a trade earlier today. Very small amount mind. It's very illiquid"
X Link 2024-07-16T11:43Z 20.5K followers, [---] engagements

"Recent developments in the cultivated meat space (particularly in the UK) should see market interest in #BSFA begin to rebuild from here. The Labour government is likely to be highly supportive of the nascent industry. Nano-caps have been flying up from multi-year-lows across the board in recent weeks. I think BSF is primed for another major rerating in the near-term. It just needs the right catalyst to land (such as a commercial partnership with a major meat producer leading fashion house medical devices developer etc.). Third party validation is key. The potential upside here from5m is"
X Link 2024-07-19T13:31Z 20.4K followers, [----] engagements

"Have finally opened a long position in leading vanadium redox flow battery company @InvinityEnergy #IES. 24p average. Company is in its strongest ever position following the recent recapitalising of its balance sheet and sales continuing to grow rapidly. And with Labour now in power I think its UK operations are in for a serious boost. Market sentiment around the company is clearly improving; Im looking for a big move north for the share price in the coming weeks. Invinity's Matt Harper was featured on @BBCRareEarth's "World on Fire" podcast explaining the benefits of our safe non-flammable"
X Link 2024-07-24T14:30Z 20.5K followers, [----] engagements

"Back from a lovely two week break having tried to (mostly) switch off from markets. Most existing positions were closed out just before and during holiday but three new ones opened - One last week - #IES (24p average); Two this week - #MKA (5.9p) and #GEX (13.6p). The big winners for me since early May have primarily been nano- and micro-caps and so it it is there that I will continue to focus my capital. Average holding period in short-term Trading Portfolio has increased a little in recent months to [--] sessions (so please do bear in mind if considering following me into a position). Would"
X Link 2024-08-02T12:09Z 20.5K followers, 16.4K engagements

"@wa7ermelon @Belcourtoi Hi Watermelon given the sublime performances of HE1 HEX and MSMN in recent times how could I not have bought #GEX Currently my only helium exposure"
X Link 2024-08-02T12:10Z 20.5K followers, [----] engagements

"@Superyotter @theprince580591 @OndoPlc Me too 🤣 👌"
X Link 2024-08-02T13:13Z 20.5K followers, [---] engagements

"Should have stayed on holiday for another two weeks Equity markets are a mess; the UK is a complete mess"
X Link 2024-08-05T11:48Z 20.5K followers, 12.8K engagements

"Absolutely transformational deal from New Energy Metals #NEO. Suddenly the company becomes a very serious player in the uranium space. Fair to assume there's going to be a further modest equity raise (presumably absolute minimum 1.25p) to cover the 7.5m cash component of the acquisition cost that's not already covered by existing cash resources I think that's the first target price (simply the float price never mind any upside from previous developments since IPO never mind today's acquisition.). Well done on the bag I took a small position in first [--] mins 0.61p average. A very nice paper"
X Link 2024-08-13T08:13Z 20.8K followers, [----] engagements

"@k254NairobiNews Thank you"
X Link 2024-08-13T13:40Z 20.8K followers, [---] engagements

"#NEO has literally pointed out in both RNS and interviews this week that: 1) another significant acquisition is imminent (processing plant perhaps to fast-track route to production); 2) debt funding is shortly to be secured; 3) there will be no equity placing in the near-term (at least an open one related to the upfront cash cost of these two acquisitions). From my vantage point at least NEO is likely to run (much) higher in the coming few weeks"
X Link 2024-08-15T07:54Z 20.8K followers, [----] engagements

"It's been a very quiet couple of months for Avacta (at least on the RNS front) following key management changes but I believe that #AVCT is now on the cusp of a transformational few months (see @RAH00084's thread below for likely major news items between now and Christmas). The biblical share price rally that I have been harping on about for years is I think at last drawing near. Knockout data from the 3+ year #AVA6000 Phase [--] clinical trial will be the key catalyst that could unlock so much for the company (commercial deals corporate actions expanded clinical activities). And that P1 study"
X Link 2024-08-16T14:10Z 20.8K followers, 25.8K engagements

"@RAH00084 AstraZeneca #AZN Novartis $NVS Eli Lilly $LLY Pfizer $PFE. I suspect the list of Tier [--] players that are seriously interested in Avacta' #AVCT's pre CISION platform is growing rapidly. Looking forward to an exceptionally busy (and enlightening) next three months"
X Link 2024-08-20T14:56Z 20.9K followers, [----] engagements

"Very happy to have taken a decent chunk in Mkango's #MKA 1.25m equity raise at 5p. Post the cash injection Mkango's mkt cap will be 14.7m at the placing price. Accounting for the 1-1 warrants issued to placees at 7p (equating to a further 1.75m) that would amount to a raise of up to 3m at 6p. Not bad at all in this market environment given the 20-day SMA of 5.47p and 50-day SMA of 5.71p. Additionally EIT RawMaterials - a part of the European Institute of Innovation and Technology which itself is an independent body of the European Union - is making a cash investment of 200k (circa 170k) in"
X Link 2024-08-21T13:36Z 20.8K followers, 16.3K engagements

"Certainly got the market's attention Jason Onwards and upwards now for #NEO. Looking forward to a very hectic few weeks for the stock - and to FEL's next research note and upgraded target price following a potential second acquisition 😂 Your team must be buzzing"
X Link 2024-08-23T05:34Z 20.8K followers, [----] engagements

"I only bought into #NEO [--] sessions ago; and when I did I quite literally pointed out that there will be multiple share price catalysts that will drive the share price "much higher in the coming few weeks". (see Tweet link at bottom). We haven't seen even one of those catalysts materialise yet. Why would I have sold already for just c.60% That's not (at least IMO) the best method of building wealth on the stock market. NEO looks to have just kicked off a sustained valuation rerating. The time now is to be holding or buying more. http://x.com/MylesMcNulty/status/1823991739381649595"
X Link 2024-08-23T06:42Z 20.8K followers, [----] engagements

"For current non-holders this looks like an opportunity to get into #MKA before a positive RNS lands (this afternoon / tomorrow AM). Whether or not such an RNS will be powerful enough to really move the SP is another question. Very happy to read of this development in any case. HyProMag continues to attract EU/government-backed funding and is working with a plethora of top quality partners across numerous industry verticals. The future is very bright for Mkango in my view. Great also to see NdPr prices continue to recover this week. Will assist with improving market sentiment around the stock."
X Link 2024-08-28T11:45Z 20.7K followers, [----] engagements

"Nice #NEO' SP looking healthier now after those exceptionally shortsighted traders exiting. I watched each of the four recent interviews (earliest to latest) back this morning. It's very obvious that Neo is in for another major leg up in the coming weeks. If they can secure a gold/uranium processing facility (Vaal Reefs One of Harmony's) we could see a Bushveld Minerals-esque scenario in which the company - through clever M&A - catapults itself from explorer/developer to producer just as the underlying commodity price goes on a mad bull run. In this case it would be bull RUNS with both gold"
X Link 2024-08-28T14:42Z 20.8K followers, [----] engagements

"#WBI now very different from the company I knew for many years. Think most if not all of the people I knew there have gone. Asset based reduced. A number of the old leading backers appear to have exited / be exiting too. Suspect balance sheet is also very weak given low revenue in H1. Would have to do a considerable research-refreshing exercise before I even considered a small short-term trade there"
X Link 2024-08-28T15:24Z 20.8K followers, [---] engagements

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