Member Info for Aldebaran

Works both ways.

Ultimately price is drifting DOWN which means more sellers than buyers

And what percentage of that 80m (if it is 80m) will translate to profit?

Even a low margin business should be making 5% so £4m in net profit.

I think BOOM will make less than that though and probably still be making an actual after tax loss. You can ignore all this EBITDA nonsense

And so it begs 2 questions. Where on earth is all that revenue going?

Secondly, why would you not want to invest in a business with a higher profit margin?

It's not good enough to be growing revenue only. I can sell £10 notes for £9 all day every day and I bet my revenue goes through the roof. Catch my drift.

Lol avacta need a LOT more money going forward. A lot more. You're not surprising or scaring anybody with that statement.

It's irrelevant if just one drug makes it out of a pipeline of 9 with a proven MOA haha

Clown

Great post from myles.

Problem I'd everyone who owns stock is already fully loaded to the eyeballs.

Other private investors in small caps are mostly underwater and just sat on massive losses unable or unwilling to move

We need new investors and that's what these conferences are about along with the ongoing meetings CC and the team are having. These types of people want to see data. Data. Data. Data.

I've seen enough to take a chance but these people will have millions or tens of millions at stake so can't blame them for being cautious. They know they can wait and even if avacta bags in the meantime they can still buy in for a very attractive risk reward.

Over next few weeks and months that Data along with pipeline will be released and avacta will rerate. We're all in really early remember and PI's are in most cases way more researched than any II's...

Market conditions have been carp plus needing funds has not helped sentiment one bit either but have a feeling all is about to change

Q3W trial was prolonged because it was mega successful. Avacta are actually trying to make a drug give the best possible outcome to patients. If that means they have to keep dose escalating then so be it.

Fact is though, they stopped without finding and MTD. That's a fact. So why??

Because they knew the drug is unequivocally safer and because they saw enough efficacy in C7 and some DLT's starting to surface that they judged it wasn't worth going any further. So they took it to the max and good on them.

Now with Q2W, which is remarkable we are even doing it, such is the performance of precision, avacta are gearing up to have a pivotal phase 2 so that means getting the best dose now and then choosing the right indication from p1b to take into phase 2. Yes we're having to wait a bit longer now but overall it shortens the route to market and time for investor returns but attractiveness to BP. Avacta are absolutely doing the right thing.

Remember as well the worse case with Q2W is that it doesn't work and so we just drop back to 3 weekly dosing. Absolutely no problem whatsoever.

And people already talking about dilution is laughable when we have tens if millions in the bank and dx sale on the horizon. Not to mention that avacta have already been open and said they need money to fund their pipeline we either go down the dilution route or we give away a big slice of our revenue. It's one or the other, you can't have both. Ultimately avacta share price will end up multiples of the current. Many multiples infact so people need to just chill and ignore the FUD because that's all it is and mainly created by those trading the stock than investing in it

When I see EBITDA it is a red flag for this type of company

Earnings Before I Tricked Dumb Auditors is how we know this means.

Share price hardly booming of the back of this is it and why as company issued a "flash" update? It smacks of desperation to me...

Why the excitement?

Haha the valuecurve. What is the chance of ava6000 making it to market and replacing doxorubicin as standard of care?

Remember precision is a delivery system not a new drug when you answer. Oh and know the MOA of precision us proven.

Ava6000 alone makes avacta a multibillion pound company. You'll need better deramps to get anyone here to sell. Even king Arthur couldn't pull me out this stock

They'll present almost exactly the same data as they did at AACR, Look at the cut of date for ESMO it's not that much later than AACR.

We know the data is positive and we also know it is most likely to improve with time. Hopefully avacta will give investors a full update shortly after ESMO again keeping that RNS machine printing in this news rich period.

I think we see a huge series of news from now until end November. Pretty sure price is being manipulated to encourage small sells which are all being bought up by GSA who are closing on the quiet. The big prints recently point to this. They're on there way out imo and chicken little here are just letting then out on the cheap when all you have to do is believe in the science and wait a week or so to watch them closing out above 85p!

Who on earth think negative data is coming need to give their head a wobble

But....

Buys outweigh the sells again LOL

Technicals say 1 thing, fundamentals say another = avoid.

130p is probably overvalued from fundamentals but I think that's wear market will look to bounce from a swell

The deal making landscape has changed since the data published at AACR, now we have clinical proof of mechanism. These things take time, especially if done right and it doesn't cut across our platform.

The pipeline Christina is excited about and it will be nice if released alongside a LD but if not then at least the TAM of each new drug and some pre-clinical data to show how each is performing so it can be extrapolated to human performance.

A lot has been made of ESMO but the cut of date does not show much more than was presented at AACR so I'm hoping an RNS or investor meet is scheduled for sometime after to go through in a bit more detail and talk about what has happened since data cut of.

There is enough due here over next few months to see some serious value added to the market cap, even without an LD

Https://www.tipranks.com/news/company-announcements/avacta-reveals-promising-ava6000-trial-data-at-esmo

Does the update on av6000 include the 2 weekly data as well does anybody know?

What was the cut of date for this?

Given management has overseen the complete destruction of shareholder value here at audioboom does anyone wonder if it is by design?

I realise tobins buying but otherwise what have directors done to reassure the market. Could they be complicit in driving down the value of the company with the aim to take it private? At 30m market cap and likely to fall back into the teens then this is now surely a real risk?

This can easily go private the directors first have to oversee a complete destruction in the valuation of the company - that is about 50% complete

Then they buy it on the cheap right before it actually starts to make money.

At 100m great British pounds afc is definitely overvalued. I imagine insiders would want to take this private for around 20m. Afc energy is just to small to defend itself

P.S. GSA are now in serious trouble with their short in avacta with their average price now around 50p and current price 72p. If news breaks next week as fundamentals and the chart expect then they're going to have to buy back in a hurry if you catch my drift ;)

Meanwhile over at boom..... tumbleweed.

I'll leave now and come back when price has bottomed as it'd obviously annoying you to have a reality slap and I am actually trying to help a few of you see the light and male some money

Play the ball not the man.

Afc chart is awful again it is not lining up with the fundamentals

Boom chart is awful it is not lining up with the fundamentals

Something isn't right and usually it is price which leads the way and is correct

Avacta chart WAS also horrendous at 40p but unlike boom and afc it actually bounced from it's low, not only that but GSA started to reduce there short. Now look at it, testing the 200dma with golden cross imminent and news next week.

It's chalk and cheese night and day with what is happening here at at afc. Yet their are similarities. Afc and boom investors both think there stock is being manipulated and the next set of news is going to cast aside all doubt etc etc blah blah it's the same old.

Price yells you everything. I'm looking here for a trade yes I am looking for some kind of reaction to the lows but there isn't one. Infact price to me looks like it's going a lot lower.

I'm commenting o price action not on you personally or anything other poster. Fundamentals sound great I agree but price doesn't lie.

You're likely heavily under water and biased so you can't see it and I get that it's awful and not nice nut one day you'll look back and realise I was trying yo help and I was right.

There's money to be had out there everywhere just not here right now

Is it trolling to say the price action is awful or is it just a fact?

How would you describe the chart? Looking at it does it align with the right same fundamentals or is it painting a different picture entirely? If a difference then why?

It's not trolling to have a bearish view on a stock I've been burnt more times I can remember from ig wrong the chart. I aiders etc... all k own in advance and so price is only thing you can rely on.

Look at avacta price action, down overall but risen from it's low of 40p putting I a definite bottom and with results due next week the price is climbing in anticipation. It's the exact opposite here so question it!

When are results due out?

Sorry but the.price action is awful it just points to results being a disaster yet the information we mere mortals have is that all is Rosie.

How does this compliment your investment. Are you overexposed in hydrogen?