Member Info for hunkymonkey

Is up. Hoping to hear some commentary on the orders placed. Also would not be surprised to see more contracts as per the narrative on the last couple of rns. Still a very easy hold/buy for me, especially at these levels

I take your point, they have far more cash in the bank and 6x as many assets, so it's not quite as cut and dry as that.

Once we get confirmation of these contracts delivering, we'll have an mcap in excess of theirs

I have a feeling they do know something. I guessing they know this price is cheap!

Since the rns, I don't get it myself. Selling at 7mln mcap, when it's been 77 days since the first (of the two) substantial contracts.

Yes there are questions, but at these levels it's an r v r for me. How much further do people expect it to drop? Considering the legacy revenues that we carry, along with the revs over the next year from the two contracts sold (I don't believe that the 2 contracts will produce zero), so as of right now I see very little downside. Not withstanding any additional contracts that we know are potentially there

I accept that there's questions that need answering, there's a lot of info in the public domain that hasn't come from the BoD and I'll be in he first to say - that's not good enough. But, the BoD are also showing ambition, they are showing they are wanting to move the company seriously forward. That's a huge change in thinking in the last 5 yrs.

The BoD are doing something different, I think that's commendable; getting reversals is what the aim market is all about and how you get the 10 baggers that people always lust for. We "could" be on the cusp of that now from these levels.

I wouldn't bemoan or criticise anyone for selling. I would wish people that do - the very best of luck with future endeavours. But I thought I'd put my viewpoint of why I thought now isn't the best time purely from a r v r perspective.

Gla

You realise if Jupiter was closing, you'd see big buys NOT sells!

Easy hold before the rns, easy hold afterwards for me. Let these and future contracts mature and get established

I would agree

Results are shocking - firstly let's be frank about that and not try and dress it up.

However the new direction only started very late on in the year, with the Latin America contract being signed on the 17th decemeber.

So if you choose to look at results in isolation based on the figures , you'll come up with a negative viewpoint, to only look at the recent contracts isn't right either as we've had no real confirmation of delivery or progress. So the truth is, we're probably somewhere in the middle.

But perversely, as soon as confirmation is received, then it's undeniable proof of the new direction and new profitability. Thing to note, there was reference to further contracts also, like at the end of 2021

It's the only aspect of avct that both the rampers and derampers agree on. A take over isn't coming until the data areives. Everything else is dependent on what side of the fence you sit.

Anyone expecting a take over at this stage, doesn't understand young pharma investments

Bella sensible* post

Sorry just sick of reading about take over tripe

Bella sensitive post,

there are too many that don't understand how young pharma work. They won't go for take over because, big pharma can do so many other things, milestone payments, payment for trials, licensing agreements, royalties!. Why pay over the odds for something not proven? When/if everything gets approved big pharma will pay whatever the company is worth, whether that be $2bln, $5bln, $10bln. It doesn't matter, whatever they pay at that point will make them money, big pharma don't shop cheap, they shop smart and expensive!!!

No wonder the SP is so volatile when so many investors are not sophisticated enough to understand the market or what they have bought

Yes I agree with invest in various guises. But this is specifically talking about t.o, which I don't think we are. So I would like to understand the rationale for pushing that we are a take over target

https://drive.google.com/file/d/1UFHblyl_cjUmi3kVY-Z4tIvxzx4k58DF/view?usp=drivesdk

In Hebrew, but not the slides on 12 & 14 mins respectively

12mins hardware $50 and give away for free in 2 years and charge the different clients for the data

14 mins a breakdown of the current contracts for the next couple of years

All looks very positive to me

Based on what? What guarantees are there? Big pharmas buy guarantees, not prospects?

Genuine question in this thread, would you buy lft's? given there's no restrictions. I can see people who see vulnerable people perhaps, but I've asked loads of people I know and they've all said they wouldn't buy them

At £10mln mcap, our net profit could be that next year, assuming recent contracts deliver what they say. Let alone future contracts signed

Should be any time (overdue probably), I have a feeling that there's so much going on right now.

I reckon it's later than expected for it to be comprehensive, and things that can't be put in it until inflection points

U.s listing
Open box contract
Open box potential for tetis outside of rns
Latin port
DHL
New FoC delivery of units
New enquiries

Major changes afoot

Expectation or hope? Very different things lol

Id like to see first and foremost an indication that some deliveries have been made to open box and latin america.

I be very interested to hear of how the further leads are processing in the u.s

I'd like to know the plans for floating in the u.s - possibly acquire since venue capital?

Update on Russian lokies deal?

I'd be interested to hear how the free of charge is going to be structured with only SaaS, what kind of production levels could we potentially achieve

So much going on right now, and I bet there's a whole lot more after the update too.

Totally transformational period for trac

I'm not kidding, that letter they was sent to Jupiter will have circulated and been wholehearted laughed at!

I keep referring to the investor base in avacta being shaky, but this is a whole new level.I don't say this with any malice, but I don't believe that some people should be investing in aim who are involved in this thread

Wanting to them to burn - I get. But spending time to write to them citing.... close the short "for the good of mankind"

Mental

I'm absolutely flabbergasted that people are writing to Jupiter to close their short. This is absolutely mental, I've never ever read anything quite so naive when it comes to comes to investing

I'd genuinely be embarrassed to publicly write this