Can RockRose go to zero? Plus Avacta’s de-risk events & more #RRE #AVCT

Can RockRose go to zero? Plus Avacta’s de-risk events & more #RRE #AVCT

In this podcast, Graham and Joel discuss Covid-19’s effects on various companies and markets.

Topics covered:

  • Covid-19/Markets
  • Gold miners
  • 15:00 RockRose Energy (RRE)
  • 20:30 Avacta (AVCT)
  • 27:10 Duke Royalty (DUKE)

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Wordpress (6)
  • comment-avatar

    Thank you for the podcast. 

    I have bought RRE and AVCT. 7.5% and 1% of portfolio respectively. Am close to increasing both to 10% and 2.5%. 

    For more detail on AVCT there is a great Sharesoc  presentation that explains very well what they do:

    https://youtu.be/P0pkOdsr_JA

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    PS Thank you for Joel’s closing comment. I really like what you say. 

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  • comment-avatar

    Wow! Two podcast i nunder a week. Excellent! More please.

    Just one niggle (for me) does the intro music have to carry on over the opening comments/discussion?

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  • comment-avatar

    Enjoyed that guys thankyou. I think Avct have become much less risky following raise of nearly £50m. The Diagnostics business looks like it is well placed and the Therapeutics certainly has risks. But underlying all this is the patented Affimer technology which has benefits in certain areas over the antibody. Given the market for antobodies is way over £100bn Avacta seem to have found a real niche which will keep kicking up more and more uses. So cash backed, patented product and solid respectable partners. For an AIM share that is quite low risk in my opinion. But would agree it is not an index linked gilt.

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