Member Info for Aldebaran

News on final financing next week seems to me to be inevitable and a catalyst for a serious rerate as this major commercial milestone is achieved. All against a backdrop of a previous metal raging bull market. I can only see the balance between supply and demand for kefi shares widening as next week approaches and people want in before the news.

So looks on balance like were in for a good week followed by a great week. Added again today

Ade I agree with you, sales are what is needed to sustainably move this company valuation north. This "news" if you call it that will cause retail to get excited and will be sold into by the shrewed, as always

He's not going for a holiday is he let's face it.

All systems go!

Look let's just be real here.. if they're looking for a deployment manager now that candidate search will take a couple of months, then line up 1st and 2nd line interviews, agree terms then work a notice period and then start, learn the ropes get networking etc...

Sorry but this all really does point to substantial sales coming end 2026 at best, most likely in 2027 before the sales are made and money in the bank.

Also, employing a sales manager won't be free. As I said before the headcount here needs to increase substantially now. Its great that AFC are evolving and is a sign that technologically they're on the right path of course.

I expect John is speculating to accumulate which makes sense. Just be cautious of cash burn whilst trying to expand and evolve is my point. I cant see past another discounted placing around middle of the year but hopefully then that will be the last one

So we saying that lily and Novartis have eyes on either directly or indirectly. Would love to throw merck into the mix as well due to keytruda patent expiry.

What about daiichi sankyo also.

4 way bidding war would be nice.

All 4 could be made a reasonable case to be seriously interested in precision

How come with all this massive potential and countless articles and linkedin posts are helikon not fully closing there short position?

Once they close or substantial sales are announced I'll be adding to my already heavily under water pot. Until then, anything else is just of the same and worth trading only

Commercial PROFITABILITY?

No. John was specifically asked this question about when AFC would be profitable and it was the only question he dodged. Let's start with building revenue first, enough to justify the 135m market cap for a start would be great

I think right now AFC have to focus on UK only and thats because their price point for hydrogen is only competitive here due to the extortionate diesel prices. Problem then becomes the country's attitude to net zero which is deteriorating by the day. Throw in a potential election on the horizon and whilst government subsidies aren't needed, a nee government could be more supportive of fossil fuel industry which drives the cost of diesel down so that hydrogen isnt competitive again.

John should clarify what cost parity with diesel means I.e. at what price of diesel then we have a proper benchmark as diesel prices vary

Their is just no appetite for the stock and no rush to buy any shares when its already got a lot of hype baked into the valuation of 130m with bug g er all profits in past 20 years.

People will trade this until there is substantial news and by that i mean a big cash injection after the next fundraise or sizeable sales etc..

I did say this at 13.5p that the gap had filled and traders would bail. Prob head back to the 10p placing price in the meantime then see

Good rodent update and trading at a discount to peers. Interest rates falling so likely to stimulate the sector in the months ahead. I see a good risk reward from this point in what is a cyclical recovery play.

This is hyperbole at best.

The cracker needs fully developing, it needs testing over a period of time and needs certifying. At that point you have a working certified design, you then need a contracted order book and full supply chain. Headcount for the company will have to rise significantly. You sound like a excited toddler. Afc are a long way off the commercial sunny uplands and already valued at 130m

This isn't 2020 anymore. Their is no more covid dumb money floating around buying into hype hope and potential.

Afc need to walk the walk and prove themselves. Its a show me story now for sustainable gains. The level headed on here keep trying to tell you but youre not listening and worst of all I think youre believing your own hype. Just chill out

If avacta secure breakthrough or fast track or accelerated approval for ava6k which seems a given then i expect David Bryant will have lined up a royalty agreement with HCRx. Why else was he brought onto the board and with Richard Hughes heaping in him praise for his ability to access cash.

Data leads to approvals, approvals lead to cash from either royalty or licencing deals. Avacta have 4 years worth of data for ava6k now and it's breaking boundaries of what is possible by most metrics. The only ones it hasn't are the ones which will be achieved with more time only.

Then we have 6103 entering humans imminently which will only further validate the precision platform and the pathfinder drug derisking any licensing deal or partnership or royalty agreement.

The SP isnt strong now as one poster implied. Its p1 ss pour. Look at the valuation of the company its a shambles, the board new this at 63p when the last raise was done as they didnt take more money then that was on offer. They capped it. They also got the cln deferred pending BC data. Why? Because data leads to approvals which leads to financing...

Ifso facto. No need for further discounted placings so wouldn't count on them if your looking to invest.

And to note the last one was only done at a 8% discount with no warrants or anything which wasn't to bad back then. The market has significantly improved since that point. Just look at the recent raise by fusion antibiotics as a yard stick.

Its go time here

Just seen the news. is there a new max lifetime limit or do avacta basically have to find that now?

Notice no green boxes today. No doubt have brought some will shut up stop the FUD and enjoy the rise then when the RSI is overbrought they'll sell and be back spreading FUD to justify there own trading position.

Half life clearly not an issue. Sound like a broken, record. I am sure but you shouldn't be so naive and interact with them whatsoever when they return. They will return of course.

From a outsider pov. It seems like the board are hiding. Why wouldn't they have granted dd ? Doing so would have ,assuming all is ok under the hood, led to a higher bid from FW. I dont understand why they haven't allowed them in.

For short term at least, looks like this heading to around 250p were we wait for next chess piece to move

CN... if everything you said was true, how come the chart looks like a bag of spanners and why have the placees at 10p flipped their shares first chance they got?

Wht have nifty lift and ABB gone cold on us, why are Tamgo not making any inroads to MENA, how come the extreme E and extreme H led to nothing?

Why did John have to talk up the last raise to 10 frigging pence!?

You're just hyping yourself up with this rampy carp nobody else. Give it up.

Afc are lucky to have the current market cap IMO. A lot of the hype and LinkedIn stuff your posting is all baked into this. They need to deliver sales and show a pipeline of contracted sales plus have all the testing certification etc done and manufacturing process running like a sewing machine to build momentum here in the valuation sustainably. Just calm down ffs.

SP will be back in the 10's this week doesnt align well with your ramping mate, makes you look silly and desperate

just been listening to a podcast with ****ney rebel, he's only got a tiny holding here now. reckons any premium for a buyout would be about a 30% uplift from here max. and if no buyer then worries where price will end up.

plenty better opportunities out there now from this level but well done to those who brought near the bottom and have took profits recently

Https://youtu.be/8dQ1CZS8jEY?si=NN_NaFRlTV2XhOct

This is worth a watch. Looks like more volatility until maybe March. Successive margin rate hikes are forcing liquidation due to future contracts needing to provide 5x more than is actually available.

Short term drop but long term gain by looks of it to me. Hold for gold

Board holding firm. 6m lock out period now and SP slide inevitable. Seems cheap but quite a bit of debt to not overlooked. 250p would be a good risk reward

What war?

Lmao

Ok fair comment. I hope and expect its air products too. I think we all know it as Charles alluded too.

If its not though then maybe you could say the market will be disappointed? Were all expecting air products right.

Anyway enjoy rest of your day and let's see what John says via rns on 25th and investor meet on 27th