Member Info for beinthelead

Nice one Vegas - clever.

UT was a couple Pence, not worth mentioning. We didn’t go up as much because there were sells as well as buys. Plus they seem to want us sat at this level for an eternity. Or until first read out - whichever comes first.

“sell your shares now you utter prick” - How does this help?

Elrico, with respect, we could talk all day. Investing is heavily driven by bias. I NOW believe the company has failed. You don’t. We wouldn’t get anywhere.

I’ve said many times, you deserve to make a living and good on you for doing what you do. I genuinely hope you make a good one from you commentary.

Im not getting emotional by the way. I’ve been there and done it.

I recommended the buy to friends as the product and model looked fantastic. Still does as a model. But product and execution not so much.

“body of traders does not have a long-term view” - This is a pretty typical response. How long is long? I’d suggest you mean hold until gold? Holding for two years long enough? You either don’t know how AIM works or don’t have an investment strategy yourself.

“Did Mr Ashman or some fat little Man Utd fan tell you to throw the proverbial kitchen sink at SBTX?

Not sure what a Man Utd has to do with anything? Anyway, I’ll answer. Stuart Ashman did persuade me to buy the stock, yes. That’s his job as CEO. I hope he did the same for others. Else we’d be nowhere. Your extreme example of the kitchen sink is a bit far fetched. Not in the slightest - I held 60,000 shares. Maybe a washer from the tap. Stuart persuaded me to buy. Not anyone else.

My strategy is making money through investments. Not trading.

Elrico Observations;

You as well as belgrano were ‘topping up’ through thick and thin.

You pumped the ‘soft launch’ narrative when things were slowing down

You implied we wait for news on Croda that was due last November (I have these milestones in the cal as part of the strategy)

SBTX Observations;

They FORECASTED sales of £1.2m.

Facts;

The launch was hugely unsuccessful
They sales were ‘materially down’ on forecast
The strategy to increase sales is flawed/failing/failed
Croda appears to be shelved

Summary

The above is my unemotional thesis for selling. Just like others have one to hold/buy, I would like to share it with others. I don’t mean any insult or harm. It’s a stock that has to be judged on its on own performance. Not on created by members of a BB.

Im not blaming you for my purchases. But with respect, allow others to be honest. It’s hard in the line of work you do, but I firmly believe some objectivity could increase your credibility in the sector (meant positivity) and build your reader base.

Hahaha

The revenue flag was a huge one for me. The nail in the coffin was their plan to increased sales. The marketing strategy - influencers. Turns out they are not actually influencers at all. Friends of mine have more followers on Instagram.

Good luck.

Likewise - it’s a hard game. I’ve got some scars. My pride took a dent when I listened to guys like this in the early days. Got sucked in and didn’t sell because I assumed they knew better. They don’t.

The pattern is always the same. When it fails they all say ‘I didn’t make you buy the stock’ ‘AIM is irrational’. It sounds ridiculous, but these people should be held to account. I realise that’s not possible - but they should.

At your average, and that sell price, I’d bite their hand off and not look back. You’ll forget the loss pretty quickly. And earn it back soon after.

Good post.

The business is e-commerce. One man bands doing a flat week earn more than that. Yes, they don’t have the IP etc…. For anyone still able to take some money out, it’s advised.

Elrico - it’s not your fault. It can’t be.

You’re correct, people should sell. Stuart/board/cleaner - regardless who people choose to Blair, the company has failed to deliver on their strategy. This is a huge sell signal.

Buy back when they sort it out.

I had thought at a time that touk was Ndn. Was a scoop that would have been…

It doesn’t help to Bash CEO’s on here. I’ve been frustrated and done it myself in the past. It’s doesn’t affect the SP.

The best thing to do is sell and move on. It’s quite refreshing and you recover the gains quicker than you think. Failure and loss of trust imparted by the board here does not deserve continued support. There could be money to made once the product is marketed and selling in a professional way.

I’m always last. Typical how these things work out. I bet your real name isn’t even Timothy!

You might want to make yourself anonymous.

It’s a shame where this gone. It’s not caused by negative people on this board by the way. TW and the board failing to deliver on a bold forecast. Think objectively.

Thanks both.

The clues point to it being revolutionary. But let’s just wait.

What?

Sorry Timster, you got me. I was doing so well. Next we’ll get a brochure. Oh wait…

Once again before I go insane:

Do believe that the statement is price sensitive?

Do you believe JD’s are a FCA approved vehicle to communicate such news as this?

LLnP - thanks for this info. And no, you’re not taking sides.

Speranza - My point (which cannot be proven by a JD) was that we cannot assume this is correct having been slipped into recent marketing without informing us? Surely, surely, this is info that would warrant an RNS??? If you believe it, you should stick the mortgage on it.

I’m tired of contributing to this board where discussion and mature debate can’t be had. Think logically.

I hope to goodness. More than you know - that AVA works. It’ll change my life. I’m sincerely trying to be objective.

What? That makes absolutely zero sense. Why get so sensitive about a statement that was my view and I believe to be correct.

Liars - not like that haven’t lied before? We won’t go there.

They started releasing this statement around the time they released the PDX study data. In all of their literature.

Another way; Do you think that news of AVA600 “activating in the tumour only” is price sensitive? In human.

And you’re assuming it’s clinical. Look, I’m not arguing over it. I’m trying over balance and help to those assuming ‘we’re done’.

It cannot be in reference to clinical data. They have been explicitly clear that it would be u professional and not fitting to release ANY data until the trial is complete.

Do t let confirmation bias take over. We all do it.