Member Info for Aldebaran

Sold rest of my holding here recently when it hit 10 pound. Gutted to be honest as looks like this has more legs in it now and cant bring myself to buy back higher. Good luck to those of you left from the sub £1 days!

Https://share.google/hzexItzZHQWwEXo4y

Been following this one closely and seems favourable outcome or certainly not worst case outcome from the appeals court but with 2nd highest price to book ratio of all the banks this does now appear expensive.

When are the buyback expected to end anyone please? Im wondering they might keep driving this rally for a short while longer before a bigger retrace

I don't know why you guys are obsessed with avacta and always bringing it up just cos I happen to own it but director buys clearly can't be a gauge for how good the share price will be is it otherwise tobins buys would not all be in the red now would they. Also directors cant buy when there is a closed l

Period and commercial discussions going on as it is seen as insider trading so with avacta now publicly saying they are in multiple partnering discussions and that the deal making window is open I would be really disappointed to see any director buys.

I guess the opposite is true with audioboom director buys. Must mean no commercial deal close or takeover etc which makes sense as why would anyone buy a loss making business that only wants to shout about adjusted EBITDA?

Looks like clear skies ahead now for FAB. Pump and dump or is something fundamental driving it?

MD Anderson is a well respected clinic operating at the cutting edge of science and patient care. Plenty of companies TRY to get their drugs into them and not many succeed.

After you've had a drug there that goes well you build relationships with the clinicians and credibility making successive drug trials a lot easier.

When the clinicians get to the point where they see your pre clinical data and are all excited asking YOU if they can be the ones to trial this drug in human then you're in a great space. It's where Avacta are right now and hopefully HEMO get here in a couple of years

Thebigshow you asked me a question about EBITDA on the Avacta bored.

Just to clarify the reason its not important for Avacta is because they'll never make a profit. Nobody is interested in the revenue growth of the now disposed of diagnostics division. The soul focus now is on the precision oncology platform. The value of the company is in the IP and what investors want to see is clinical trial progress as the better the data, the higher the likelihood and higher a buyout will be. Within next 18 months investors are expecting a buyout for between 10 & 50bn so given current market cap is just 200m you can hopefully see the investment case.

At company's like audioboom its different business model.. investor want to see the company growing revenue and then converting that into free cash flow. That's not happening but I will say... YET. It might but when? And let's say company start generating free cash flow, what would be a reasonable valuation for it with say 3m FCF? and what percentage of the revenue is FCF? I.e. how efficiently are they converting and growing. That's what's lacking here right now and that's why I don't like this type of company posting "Adjusted" EBITDA as it smacks of still being miles away from tangible FCF

It's not a massive short so they can easily get out of this. The positive thing to take away is now they must see limited or no downside to current price.

Add that to the new HNWI's buying who must see a great risk reward from here and you would think avacta has seen the bottom.

Now just need to drip that news out and watch us climb with confidence

Zzzzzzzzzzzz

Watch the interview, CEO clearly says they were looking to produce 1bn in projected revenue because that is what drives the highest buyout prices.

Prometheus went for 10x revenue which was 5 years in the future. Going for multiples of the share price (top or bottom) is totally irrelevant.

Let's say avacta is valued by the market at £1 per share and its lowest was 10p per share.

But in 1 year time the company expects to book £200bn in revenue equivalent to let's say £800 per share.

You telling me the buyout won't factor that in and an acquirer will only consider the lowest or highest share price paid? Especially where there is more than one bidder?

Nonsense. This whole topic is nonsense

BP will pay what the tech is worth if there is more than one bidder. Parasite

If there is only 1 bidder (extremely unlikely) then any TO still has to be ratified by shareholders who won't stand for a low-ball. Sure the tech won't reach full value but anyone buying over the past few years will do quite well.

Are there more than one pair of eyes on the data are MULTIPLE partnership discussions ongoing? Yes, so give up the FUD you absolute tool

What's the point in posting this stuff nobody cares what they want to see what we all want to see is this bloody company making money. Actual cash. Not ebitda, certain not adjusted ebitda and not increasing users blah blah blah

Just here for hemo that username is an alarm bell for me. Strikes me as someone who is overexposed.

All I'm questioning is if this is so great and there's all this good news coming, where is the volume and size buying like we're seeing at avacta? Why is hemo still trading underneath the 200dma ?

Absolute barnstormer of a day here again

Think given the rally we need to see guidance increased again and strong results to continue this rise.

Even in run up to important news catalysts. What does that say ?

It's not just his presentation uts the side conversations and nudge nudge wink wink stuff. Word will spread and ESMO has all the right people there

Another riveting day at the 5th best podcast company..

Saint what are you on about avacta being flat?

Volume is flying in and now at daily high. All pullback being brought up and stock has more than doubled since its low only a few weeks ago. The stock is re rating on fundamental news.

Hemo is on life support.

You want to make money or want to make money at hemo only? Like I said this will he either taken private if its good and if not you'll be diluted to oblivion before ever getting a return.

Meanwhile, other stocks are at the beginning of there hockey stick moves.

This is just going nowhere for the foreseeable

Ask raised, volume phenomenal. Big buyer happy to take shares off these amateur traders. As I said this is re-rating.

The buyer is still about and GSA still need to close plus there are plenty of news catalysts coming and no share overhang to worry about.

Traders gonna take there profit which is fine. I expect this to march on over the coming days and weeks leaving them behind