Member Info for DD77

Fund raise likely in the forthcoming months!

So knocking it out the park has turned into a year of consolidation……….

A poor error in the RNS as well mentioning that the new CEO joined in December 2023 (it should be 2024).

We will have to see what 2025 brings. A lot to prove

It’s the finalisation of the placing announced 2 weeks ago. Not new

It does seem to have bottomed out, which is a relief. Hope it continues a steady rise back to double figures.

I'm not keen on a nominal dividend.............it's just giving away money which doesn't achieve anything. Dividends are only useful if they can be maintained on a consistent basis - this then attracts funds. The company would be better investing in it's business or buying back shares if it has excess cash. They need to pay back the loan first though!

Agree with most the points. I too am a LTH, with an average below this level but not by much. I sliced a tranche when it went on the rise to 14p, shame I didn't sell the whole lot!

Belief is still here, and am looking to move my kids savings into some shares such as this with a shares ISA. I understand the market malaise though, and general PR is dire. John needs to prove he can deliver. First step is delivering profit. There's currently an understandable lack of confidence in the company.......too many false dawns.

On balance though, I still believe it is one of my most promising holdings, with a significant potential upside.

The company is just treading water atm and investors have had a fright after the loss of the major customer so are naturally cautious. The market needs to see meaningful progress and sustainable and profitable growth to get the confidence back.

Pretty unispiring but unconcerning presentation. I don't find the delivery very good but the core business is good and should deliver rewards. I just hope they have the capability to deliver that at a high level

Additional funding doesn’t look like it’s required which is positive

The final work package hasn’t been signed off though, which was expected to happen in 24. Now expected for H1 25.

So a mixed picture for me, overall broadly positive but not out the woods yet and still need to see some other contracts coming in

SP ended up 10%. Still very volatile though

They're obviously relying on £300k coming back in from the sale of the property. But the question remains, why are the cost cutting, previously identified, taking a lot longer to be realised?

Doesn't inspire confidence

Hard to disagree with a lot of that.............still burning through cash, half the fund raise gone. Concerning for sure.

I have little confidence here, but my holding is worth so little now that it feels almost pointless to sell

‘Dusk for Norway is dawn for Russia’: Alarm as gas fields supplying the UK begin to run out

https://www.telegraph.co.uk/business/2025/01/16/uk-energy-insecurity-norwegian-gas-reserves-decline/

Not sure what there's to discuss...........COG seem to be building some momentum but proof will be in the pudding when the trading update/results come out. SP seems to have bottomed out and is starting an upward trajectory which is pleasing

Someone should have put this dog down a long time ago

Dr Alastair Smith will always be a polarising character. He had a cult following during covid, supported by several well known cheerleaders, which led to a surge in retail investors buying shares in AVCT. Many have unfortunately not received a positive return on that as yet (remains to be seen if they will for others).

I have been an investor of AVCT since before most, 2009 to be precise, so I have experienced a long tenure of Dr Smith with AVCT.

I believe this is an exceptional appointment for N4P and together with the recent appointment of Dr Palfreyman as non-exec, gives me real hope that N4P will actually materialise into something, with commercial partnerships and most importantly allow shareholders a return on investment.

It should not be forgotten, that before the covid hysteria, Dr Smith achieved commercial agreements with Daewong and LG Chem Life Sciences for the Affirmer platform. These continue to be revenue generating, with milestone payments and AVCT retaining a significant holding in the JV with Daewong. These sort of arrangements would be exactly what N4P should be aspiring for.

Options total 10% of the total share capital, at a rock bottom price of 0.35 and 0.20p........... absolutely staggering.

No indication of what the 'share price appreciation' is either..........performance metrics kept under wraps, like most metrics for PXS. A shocking way to treat shareholders.

We have a runway of 2 years now for ByHealth to get SAMR approval and kickstart commercial revenues to allow us to get out of this show before SP destruction

Must be a news leak

Correction, it’s been nearly 6 years since any directors have bought any shares. That doesn’t breed investor confidence

The one thing I cling to is the value of the assets is worth far more than the company. But the company really needs to look at generating shareholder value. I know the expansion plans are looking to achieve that but it needs to be realised because there’s always some macroeconomic event which causes ZAM to not deliver as expected.

A start would be for the directors to buy some shares. It’s been nearly 4 years now and the SP value has faced destruction. There doesn’t appear to be alignment between the board and shareholders

This time next year Rodney...............