RE: Alistair Missing in action4 Jan 2022 14:26
Hi T-L firstly it's nice to have a balanced conversation on here without name calling
You're quite right, when you give those types of interviews and raise expectations, you should deliver. But that interview was given at a snapshot in time, where AS knew he had the best LFT (likely in the world) with the government offering a rallying cry - saying we'll buy. So quite rightly he was excited and have a buoyant interview, where is was either a) naive or b) misleading - people will choose whichever themselves based on their viewpoint. I'm inclined to say A and give the benefit, as it is the UK government that has U turned. So when you say, should he deliver, but the counter argument is, has the UK government moved the goal posts, in fact they didn't, they removed the ball! Don't forget this is when he had the business know-how to fully fund the company to give multiple opportunities to deliver shareholder value irrespective of any one failure (not that I'm saying LFT is that). I think that the funding is far more important than any lft sales incidentally. You talk about blame, who should the blame lie with, absolutely AS if avct fail to deliver the sales, then he said those things, the book stops there, but people are still also accountable for their own investment choices too. Personally, I prefer I invest based on rns rather than what comes out of an aim CEOs mouth
I said to someone on here who was all in avct, I made a comment about "unknown unknowns" and having a balanced pf.
Re: the radio silence, it's another instance of learning imo. He gave interviews and was very vocal, the sp rose nearly 2000% from 15p, everyone loved it - I didn't personally. People want an interview, I get that, but do people want him to criticise the UK government? I guess the real question is this re:LFT. How many/are we selling to Europe, that's the next unknown? That's the million dollar question, to say the UK relationship is tense with Europe is fair. Is that going to matter in a pandemic? Would the French buy millions of UK LFT? That's the problem, we don't know, so I think overall and for the benefit of the s.h generally he should break the silence. But he's going to say selling loads to Europe, sp doubles, or says not, sp tanks? He can't say anything about the clinical stuff that's not already in the public domain. Maybe he is choosing to say nothing to establish relationships in Europe? If it is about building relationships, that would be a reason to stay silent, to avoid either one of the former options above?