Member Info for hunkymonkey

Zoom absolutely, I respect that and it's okay to disagree, certainly we're not going to resort to name calling like many. But in my experience the scenario is unlikely.

What's more, I feel that there's lots of shaky holders in avct and inexperienced investors that are new to aim. When they get an idea in their head that an offer may be coming (and it doesn't), that leads to a further lack of sentiment, which affects the SP even more negatively long term.

No problems here. Good luck

I prefer to keep things to the expected time lines and anything out of the norm is a bonus.

I don't mean this personally, but this is the type of post that annoys me.

Absolutely zero substance. All it is, is a list of big pharma's with little to do with us right now.

It's trying to create some kind of impression that a big deal is just around the corner, when there is absolutely nothing to substantiate it.

More importantly, nor would you want them to splash the cash after P1, you would not get fair value for the risk still associated. Big pharma pay fair value for guaranteed results i.e when things are approved, and the price doesn't matter.

That should be the end goal for us as shareholders, not hoping on a whim in the interim, for something thats unlikely to happen. people need to have the he patience to hold, not hope for the immediate turnaround because of a personal underwater pf.

Wait for inflection points, everything else is just noise

Welcome to aim

https://www.cnbc.com/quotes/TIOTF

Ticker code TIOFT

The most difficult thing when investing in young pharma is, patience. It can't be rushed, nor should it be. The problem is, the trial has progressed, does that show the that everything is working? No, it shows that so far there's no safety concerns, if anyone can show me data to prove otherwise I be surprised! People drawing conclusions one way or another are just pushing whatever their preexisting views already are. AS isn't going to give any insider information away to investors, nor is he going to share info that could compromise the trials (in terms of whether it works or not), when the data is independently validated, it needs to be that, with no preconceived ideas (which is what no investor can possibly have)

I feel sorry for AS in some ways, yeah he was the main protagonist for the spike to £2.80 and should be criticised, but now people are saying he's subdued! He's learning you can't please everyone all of the time. Personally, I prefer the CEO to be quiet and do the talking through rns l, then narrate around that

Brilliant post rxdav @12.14. agree with everything!

It's great to get some realism and honesty on this BB rather than fantasy take overs, hostile bids and shorters

Paul.... Agree, you're trying to apply a rational mindset to people who are not thinking rational because of their paper losses.

It's horrible l, I've been there and the sense of guilt you feel is tremendous

I honestly think the shareholder base is made up of private investors that wanted to make a quick buck when they had plenty of time during lockdown. I don't think many understand the market generally, and are finding out the hard way. In reality, they don't understand how lucky they are that they had the Ava side as a safety net

So that's why we're starting to read about T.O etc. It's a way of self soothing, when the reality is high unlikely for the sector or indeed the market

I'm not going to lie, I genuinely laughed when I read the title of this thread

Ps... I agree with the sentiment and I'm sorry to read about what happened to your brother. People worry more about wealth than health at times

I have discounted lft, I agree that there maybe value in it, but I view as a bonus now, not a catalyst. It would be a "nice surprise", but not one that I put in my thinking for a reversal of the SP

"Hostile takeover", unlikely imo, pharma's would prefer to pay the going rate for a drug or mechanism that's approved, than buy a P1 without results. If it takes $3-$5bln, then so be it, pharmas don't shop cheap, they shop for certainty and will get their money back in 12months regardless. Value in pharma is something that many people investing struggle to get their head round. But I will give the idea of "hostile takeover" credence, it would also require shareholders to accept any offer, ask the question why would you? If someone is wanting to buy, they will know more than an average pi (then refer to the title thread)

I put that to get a bite, in order to get rationale from those saying the stock was overvalued? That was there as an easy counter and get some structures debate, rather than this is going to 10p!

Like I said experienced investors

People are saying Jupiter are destroying avct. How? Why? Because your own person pf is at a loss? No, that's not destroying anything. The ii called it right, it was a great short, they backed against the lft element of of avct and called it right. That's good business and a good trade. Jupiter do not affect the trials, they're not going to manipulate the data on safety or efficacy, nor are they going to scupper the FDA application.

Now we're starting to see how much value was tied up in lft, where's the bottom? It will be after all the people who thought they could make a fortunate in no time are out.

Risk Vs reward Vs exposure

Did Mr Smith force you to buy? Maybe a lesson for the wise, only take things as gospel that are in an rns.

What Mr Smith did do, is get the company funded through drug trials, giving you an out if your lft investment failed. Good luck

May I ask... What were you asking?

This will stop when all the panicking sellers are out, it's a self fulfilling prophecy. Price drops, "omg this is going to 10p", panicks more people, they sell and moan about AS,MMs, IIs, shorters l, derampers and worst company ever

The people whom have been around aim for a number of years then buy when sentiment is at it's lowest, then all of the people from above buy back as it recovers, which spikes the price, then thinking their a guru ramp it and then repeat the moaning when it falls back.

Welcome to aim in a nutshell

Why is it a shambles?

Lft has been priced at zero hence the major fall back

Current mcap

£150mln

£50 mln in cash

Ava side valued at £100mln without any hard data, but obviously massive upside?

Again sorry for that, people have had it rough. And I'm someone who first started with 17, took out over 20k, built up to 100 and then pretty much lost the lot and had to start over - from scratch no reprieve. At least here is there is another potential big opportunity

So I get it, I really do!

I did also invest in vanguard afterward too and it takes time to get your confidence back

But.... There's so much ****e on these bb, I'm not going to offer advice, other than, these bb are quite toxic, if you're not positive about everything - you're a shorter or deramper. Yet, people who are ultra positive all the time are often blinkered to risk for the £££££££s if successful. So the one thing I learnt is take the information both fore and against - read everything for yourself and make up your own entry and exit.

Genuinely hope this turns around - looking like a the major catalyst is going to be q2 (ish); with tangible data

Whether or not you agree with with what AS did or not, whether deliberate or not. What he did was was take an opportunity to get the company fully funded for what it was designed for - the ava trials and trying to change the treatment of the cancer landscape.

People coming on moaning day after day about their losses, I'm sorry for that, I don't want to see anyone lose money.

But if you have an average of above £1.50, you've primarily invested in a COVID stock (for the short term) and lost. There were/are risks to all investments (newsflash - there still is with ava), but people need to take responsibility for their own investments, exposures and risk.

Even after all your research, there are always going to be "unknown unknowns", which you can't fact, perhaps the gvmt turned out to be one

If you can't accept that and it's so hard, read up on something like vanguard and managed funds.

Whatever you're losses are, accept them for the short term, or sell up. But people need to stop blaming everything else, other than themselves for pressing buy.

Would not give much away, however did confirm that "favourable finance options" will be looked at moving forward to support future plans

Kinda makes sense really, finance for a few months pay off, repeat. Just my musings

Absolutely right, I know the figures are not perfect, but it was based on my take from the interview. I think in all likelyhood the SaaS payments could be higher as suggested, but the breakdown of the figures is largely immaterial, it's the exponential growth YoY which is the real crux.

Also, given Igor experience and the potential huge growth, I'd expect finance to be available

I'm very excited