Member Info for Aldebaran

Ice, do not engage. These parasites are clogging up the board with nonsense and their doing it on purpose.

Sensible bondi.

Im excited about the hydrogen economy and enormous upside that exists and the obvious opportunity for AFC same as anyone who has done 5 mins of research.

All im saying is short term its going to be uncomfortable at best here during the business turnaround and people should be cautious basing investment decisions off director plans alone. I mean i have a plan to get a blowy from Shania twain...

Simple as that. Let them talk to themselves and each other

There will be a RNS next week saying patient 3 has passed safety tests (assuming they have) and what does the market do then? 3/3 is statistically significant

Secondary end points still need to be measured for a few months on P3 though but Vlad could and should easy come out with a webinar explaining more details about P1 and P2 including their quality of life etc.

By next week, P2 will have equalled the median survival also so trial wise its all looking great.

It's more than just about the science though

Ok, you'd rather not listen to reason and instead prefer to here things like "1 big contract announcement and this blows!!" Or my favourite "28 days from last director buys will be massive!"

Ultimately its all noise, even what I say, until AFC come out with meaningful sales figures. Which they've already said they won't soooooo 🤷‍♀️

Also director buys and skin in the game is great its actually one of the things I look for but only tells part of the story. Just look at audioboom. Director buys every months for well over a year. Price has done nothing but fall lower and lower in that time. So dont go throwing the kitchen sink in here just because multiple millionaire John has invested a few grand in it.

British bulls are a waste of space. Its click bait

Broker notes aren't worth the paper their written on

Do your own research and believe in yourselves.

Nobody covers or understands small caps as well as PI's in my experience. Because we're the ones who really put the time and effort in to understand them.

Particularly biotech

As I've said repeatedly now, Vlad needs to evolve himself into a deal maker. If these trial results are as good as we all expect. Hopefully he is at least going to come out next week with a blockbuster RNS but ideally a decent webinar with Q&A. If not, the profit taking or shorting will only continue.

A pullback is was inevitable which is fine but Vlad needs to proactively manage the company valuation so it stays significantly and stable above where it has been this past year. He cant just keep his head buried in a microscope and hope for the best

Do you mean they should do something like, i dont know, a monthly R&D video presenting different aspects of the trial to investors? 🤣 🤡

This douchebag tryna ramp IMM on loads other stocks too. As if we are stupid.

Jog in ret hard

Nothing special, im not sure what you want read? Harsh truths or comforting lies...

I mean it was one poster claiming last week price had "burst through" the 200dma. I just injected a dose of realism saying it hadn't and had multiple opportunities to do so. This means more likely than not price will start another leg down and thats exactly what's happening.

Yes I am disgruntled but

1. Nothing I've posted is untrue

2. I am optimistic about the turnaround of the business and the hydrogen economy in general

But it will take time, more time than you all realise or hope for. Another harsh truth. But it is what it is. You people want to sit here with money doing FA at best for a year or so more than thats up to you. Just know you'll most likely be significantly diluted before end next year also 🤷‍♂️

Personally, id use this time to start researching other stocks, you'll be surprised at how many opportunities there are right now to make serious gains. What you got to loose by looking?

🤣

Haha fair enough

Correct Rydog it cant stay at this price much longer. It will have to fall much further. The business is currently valued at circa 100m... 100 MILLION POUNDS... For what?! 17k in revenue, another 1 fundraise at least inevitable and no profits on the horizon... seems lofty to me

I think John pulled a master stroke getting funding at 10p I really do. I think overtime he just may turn this around. Gonna be a expensive journey though. 2027 will be optional point of entry, not necessarily the bottom but the best risk reward.

In the meantime other stocks can, will and are at their inflexion points. Hemo and Avacta to name 2 which will outperform afc by a country mile over the next 12 months as they're gobbled up by big pharma. Will come back with the profits and plough in here if the turnaround is materialising. Watch and dont say I didnt tell you.

CN the hydrogen economy has been growing momentum for about a decade now. In that time AFC have delivered nothing but placings.

These links dont tell us what we really want to know, infact it goes to show that our competitors must be doing quite well aa the ammonia is going somewhere (presuming its not all for agriculture).

So AFC have not got first mover advantage, something they should have had years ago and we dont have a hydrogen cracker ready, so we're way behind competition now. All this time they'll be building relationships, durable supply chains, multi-year contracts etc etc..

I think you seriously underestimate what is required to turn this business around and it's going to cost you big time.

Right now looks like this will drift back to 5p and from there who knows? Company need to deliver something material not fluffy MoU's or name dropping the S&P partner

What id take and what its worth are 2 different things. I'd take a lot less than most long term holders but at least 10x from here is what id take. Have much bigger fish to fry elsewhere without mentioning any other companies by name ;-)

What will be needed to achieve that valuation, even though it is conservative, is multiple bidders for HEMO and / or the very real threat of HEMO going alone which of course will require different board expertise, a commercial strategy, lots of cash etc..

So I guess what im saying is that im sure HEMO will be brought out and for $6bn it would still be a steal given we have been mega conservative with those numbers but still... it is dependent on a few other things. How many would realistically accept an offer of 1bn now for example, a majority? I dont know. I just know HEMO will sell for a lot more than today's price and not that too far in the future

Assuming trial data continues to impress.

350k patients per year are diagnosed with AML globally

25 - 30% of these have the FLT3 mutation which is extremely aggressive leading to poor prognosis

Conservatively this is 80k patients per year

60 - 70% of these will relapse

Conservatively thats 10k patients per year

Current FLT3 inhibitors like quizartinib cost over $300k per year

Conservatively let's say just 150k per year

10k patients x $150k = $1.5Bn per annum

Big pharma buy that for 4x sales = $6Bn buyout. Divided by a fully diluted share count of 6.4m = over $900 per share

Likely to happen by end Q1 2026 IMO

DYOR

Cj. Don't engage with the repetitive nonsenses. Its the half life situation all over again were they invented some problem in their head then whitter on here all day every day about it, even when the scientists in charge debunk it multiple times lol

Its ok to ask a question and make a opinion but when the point has been addressed and clear explanations provided by scientists and management running the company and they still persist then its no longer curiosity on there part its disruption. STOP. FEEDING. INTO. IT.

We all know what the CEO said about STS even if these clowns don't. Don't educate them. Or feed into there negativity. Its done on purpose.

These institutions and fund managers are generalists though. Theyre not specialist biotech investors which is ideally what HEMO want.

The fund managers have billions at there disposal and have to deploy it. They cant be taking a million pound or so of one company and a million pound or so of another otherwise they'll have hundreds of companies to keep track of. Reading RNS's, quarterly reports, meeting with management, keeping abreast of competition etc.. its just too much. This is why, contrary to the ramps here, I doubt we'll see anything from an institution until we're at a much higher valuation. Thats why I was saying last week a 7m market cap shouldn't be celebrated. The higher the better. I know how these guys think and operate.

As I've said though, HEMO are on a pathway to get there now.. let's just be realistic and stop this nonsense about them sniffing about at 50m market cap hemo cos even if they wanted to invest they wouldn't be able to

Realistically institutions will still struggle at 50m market cap. We need to get HEMO to around 250m IMV before there is serious interest and sizeable positions taken.

It'll get there.. 100m is the first natural stop and fair value for what we have now. Vlad needs to then come out with a positive update of C1 and we need to commence the pediatric arm plus see continued survival of our C1 patience and value will build from their in anticipation of what should be an almost guaranteed pharma deal or takeover by Q1 2026 (or ASH in December)

F1Driver, you say avacta has nothing unique?

Please tell me of another drug delivery system that can improve the therapeutic index of the most potent topoisomerase 1 inhibitor by 75x

Or one that can deliver 100x more drug to a tumour than the patients blood or other organs

Or one that has kept terminally ill patients alive and doubled the median progression free survival of heavily pre-treated patients with refractory tumours.

A technology that can literally have any warhead bolted onto it and it works in a reliable predictable way.

Nothing unique about that, no 🤣🙄