The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
JDT1930. I agree with what you write, that is why I have such a substantial holding here, all I am doing is pointing out my fears for those who think avacata is a certainty to deliver big style. I want it to deliver big style, as their products could be best in class but as I have stated, the competition amongst all UK companies is heating up as each day passes.LP
ES23. ARE you only invested in Avacata, are you a guy who puts all his eggs in one basket?, if so, I wish you well; that tells me you need to widen your net and spread your risk. I would hate to see you poo your pants waiting for avacata to deliver.LP
ES23..just like the Director on here who suggested we would achieve a figure of £50 per share..dream On . Al may be a good scientist but we do not know if he is a good astute businessman.I have been in business for 35 years and made more money than most; making money is hard but we have no proof yet that AVACTa will make a single penny. You selectively chose what I wrote about ODX and that 30 bag is far in the future, as ODX have a future.. You cannot tell me with any certainty if avacat will even triple their share price in the next 2 years.. So many on here hate any comments against Avacta, all I am doing is waking you an others up to the risks on relying on Al to deliver, as so far he has delivered NOWT>>>LP..Oh apart from a new house..he should have kept his mouth shut as so many directors on AIM have like AL no skin in the game. I have probably bought more shares in the company than the man running it, What does that tell you?. He if he was the type to rely on, he would put his money where his mouth is , the fact he has so little dosh in here only tells me he does not have the faith in Avacata I have . put that in your pipe and smoke it ES23
DOH85..I am referring to all the CV testing stuff, not oncology .LP..But even their oncology will test our patience here
BERET, Tasty short term return? why do you have to be so rude and think you are smarter than you actually are. Get a life, I do not profess to be an expert, as there are plenty on this board. I invested here for the long term, I do not need the money I invested here anytime soon.
I will stick with AVCT but I repeat the point to you and others we are so fixated, some of you are unable to see what is ahead of you, whether you believe it or not, Avacta will not in my view, now realise their original full long term potential, as other companies have products coming to the market and avacata are not as invincible as so many of you think. My holding here is very substantial but it is not now considered by me likely to deliver the returns I was expecting. Further, I sold some shares at the peak, as I found other companies who offered better short and long term returns..those returns are real and in no way would I think of reinvesting in avacta ..Finally, Beret, stop trying to be a smart arse, you do not need to be like you are.LP
MUSTANG74. We are all in a race,as we do not live forever, and your post has enabled me to clarify a couple of points.
In the most competitive races, the prices offered are much bigger and frequently I will bet up to 4 horses in one race, and as the race is being run, cash out some of my bets, as they have given me a profit...So despite there being only one winner, I often make a profit on several runners during the race..sometimes, I will have just one winner , on other days by the time the winner has crossed the line, I am already out of the race...with a decent profit.
As for Avacata, initially, I was confident they would be the company to deliver in the CV and cancer field, however, as time has passed I have hedged my bets, as the market with CV is so big, many companies can succeed..Please do not assume because I am a betting man I am a gambler, as I am not and believe me I have patience...but whether you like it or not . AVCT will not deliver as they promised or suggested they could.BIG Al talks the talk with his mighty predictions but I deal in facts and figures and we are all big time gamblers on AIM, especially in the field Avacta and others like avacta are operating in..So be as patient as you like, the risks here are far greater than you may imagine.LP
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Spbhoy..You are correct I have changed my tune, and I am not afraid to admit it. Personally, I wish I did not own as many shares in ACVT as I do but I am loathed to sell any shares at a loss.I do undertake my own research and have read all the info and watched all the videos and read what is written here be it good bad or indifferent.
As the evidence changes, I am allowed to change my mind.I want this to succeed but I am not as confident of the outcome as much as I once was and for that I will not apologise one bit. As a betting many there are many horses who I bet to win, which during the race begin to struggle, sometimes I lay them to cover my win bet, other times, I back them at the bigger price offered as I know whatever they are doing mid-race, they eventually get the job done..Al may get the job done, but I make the same point again, peak value potential either with Cancer, Covid or affirmers, is not going to be at the level I once though..BUT ALL OF THIS is my opinion only..hence the reason for giving my opinion here.You have your view, I have mine..None of us know the winner yet, but the outcome is less certain than it once was as other runners are beginning to show improved form.LP
As an LTH in AVCT, with it being my 2nd biggest holding, I will admit I am disappointed in the way AL has let timelines slip; whilst I accept NDA's might stop him from doing what he wants to do, his silence is in my view deafening and it is difficult not to be of the view we have missed the boat, albeit CV is going away anytime soon...I want to be positive, believe me, but the BOD of AVCT could learn a lot from others, who shall remain nameless. I am down 21% but on another share -TILS- I was down over 50% ( and have not sold a share), so whilst I am not concerned, I think we have lost our peak value potential and the RNS about AL buying a bigger house was a complete own goal. I know Rick Ken, Ophidian and Myles have a big following and they will tell you these things take time but Myles, does not have record to be proud of with regard to AVCT..I now just ignore whatever he says about ACVT, as he has been wrong more than he has been right, so eventually, some of whatever he writes will be correct.Merchantbanker, I believe is not liked a lot on here but sometimes the truth is hard to swallow..that is why I have increased my holding in ODX ,to level it up with AVCT but whilst I can only speak for myself, I would not dream of buying another share in AVCT , as my confidence in AL delivering on his words is diminishing by the day..You can ramp the company all you like but the hyped-up words written by AL are further and further away , and he knows it, so has probably decided to keep his gog shut. I want AVCT to deliver big time, I really do but at present if I was to recommend one share to a good friend, it would not be AVACTA. Have a fabulous 2021 all of you. ATB.LP
Greetings to you all...Like a great number on here, I have been a holder since May, when I got in early '50s..but I have bought shares a total of 16 times, to now become my 3rd largest holding in a SIPP of 6 serious holdings, including AVCT, TILS, SNG and GGP. Currently, my average is 65p and for much of my time, I have been underwater as well as in profit...So, based on my experience over a number of years, I do not know what price we will be Tuesday, Wednesday, Thursday or Friday or 4th Jan or any date, as the logic of AIM cannot be predicted..So many times this year I have read an RNS just after 7 am and though BOOM!!!!..only to see a share fall...Consequently, forget what the price will be in the future just accept that ODX is going to be a monster in the making with cash coming out of every spare pocket, draw or cupboard in ALVA...Colin will need to be certain his Fin Director is ready for the deluge awaiting them, as we all know Cash is King. Only when we have orders pouring in and cash in the bank will the SP begin to rocket in a way we all hope. Sure, we are in a good position as we find ourselves today but all I know is come Tuesday I will be buying more aggressively, because be in no doubt ODX in 2021 will make many of us very prosperous, for some more than you might believe.
Merchantbanker, set the scene over many months and he has applied a multiple of 5, whereas the industry average is 9, but I believe, when the big boys see ODX as a profitable company going forward, with regular income, there will be a substantial rerating, far beyond what many of us can imagine...IMO, nothing in terms of share price should be ruled out because whilst we have world class products and capacity, etc, ODX share price could explode, but be ready for that time, whenever it is. The only aspect I wish to suggest is patience will still be needed and ignore all the negative posters, who are now going to be desperate for your shares. Our time has come but make sure you have the time to wait for the next stage in our growth trajectory. Finally, can ODX multi bag from here,? Of course it can but whether it bags, 5, 10 or 20 or 30 who knows, all I know is ODX will make us all prosperous if we stay loyal to Colin, who is a Master CEO...BEST Wishes to all LTH's.LP
That’s normal for HL on Boo, they always have thus closing price problem...Eventually they correct it.LP
pmjh..You know Richard as well as I do, he was a big poster on here at the time of the first lockdown and was the one who introduced me and countless others via his tip on stockopedia ..Where has he gone, do you know?.LP
HI Guys...Does anyone know what happened to Richard..Am I missing something about him, or am I simply dull?.
If you know about Richard, please could you let me know.Thanks.LP
Brilliant reply Hydrogen...Much appreciated..LP
Hydrogen...You are a top man and I appreciate what you have written.Merry Christmas to you and all FOG and GGP holders..LP
Evening Hydrogen.
As a LTH holder in GGP, I have had a FOG on my watchlist for some months because I know you are an astute investor. Nevertheless, I delayed my purchase in FOG, untilf the RNS of today.. I am a keen follower of fracking, reading outstanding books about fracking in the USA for oil and gas when everyone on the planet was of the view it would come to nothing. . Ordinary wild cat men and women were fracking under the ground of the HQ s of all the majors in the states before they realised what fracking was capable of achieving.. Still today I believe far too many so called investors fail to appreciate the scale in energy , fracking can bring; and the news today that the politicos are backing up the development for FOG with $, means it is game on for FOG in Australia.
However, whilst I have done my research, I only know a fraction of what you know: So my question to you is simple, where do you see FOG in the years ahead..I think I know, hence my first of many purchases today but in my view today's news is a real game-changing announcement for fracking in Australia today? ATB..LP
GUYS.. great to read your stuff...I am in no way telling anyone what to do but I have been involved in racing for a very long time, as a professional punter, racing advisor, and educator..and would like to make a contribution...Whatever code you follow, be it flat or jumps, you need money ..., buy a reasonable horse on the flat will cost a minimum of £25,000, perhaps as a 2 year old but there is no guarantee of success..On the flat IMO you could get more for your money by buying an older horse, say a 4 year old sprinter, who has essentially, lost a little sparkle but has been campaigned by current connections in the wrong races, wrong distance or tried too highly ..Buy this type of horse who has won at least 1 race and then switch to a proper trainer who knows ' the time of day'.....there are quite a few who specialised in taking charge of this type of horse..Alternatively, and potentially a better option is to spend £25,000 on a young jumper, and bring it through the racing programme , with a trainer who has experience of this type of horse for owners ..who do not want to have a horse with a premiership trainer, as both on the flat and jumps, your horse will be handicapped by who trains it.We would be better off with a second tier type of trainer who has a good record with chasers..Of course, each to their own but as I suggested previously, the real skill of any trainer is in the shrewd placing of the horse with not too much ambition..I have enjoyed success over jumps and personally prefer it as the horse will be around for longer and there are more suitable tracks spread over a wider geographical distance..I do not think it is too ambitious that we have 2 GGP racing syndicates, one in the north and one in the south.. I know we will have the money and its at the end of the day great fun and a great excuse for a regular get together for all GGP : Greatland Gold Punters.ATB..LP
DILLION2019.. Well done, it's incredible the people on this board with so much experience..We are looking like we have all we need on this board, except the right trainer, or perhaps, we have a top trainer hiding away here.. ATB..LP
Guys, Glad to know there is some interest in a potential horse to advertise our success...Of course, it would only be for recreational purposes ...LOL..IF we do everything right and with care and attention to detail I am in doubt the horse would be a GREAT success.... I have owned several horses and had the pleasure of experiencing owning a winner , however, when it comes to racing, its like investing, you have to very carefully choose who you invest your money with, as once that money has been spent, you need to be confident the trainer can deliver the GOLD for all ..LP
Spades..I agree, but not everyone can get enough money into an ISA and for those of us with occupational pensions a SIPP is what we are forced into...Congratulations on the success of your SIPP, it is a lovely problem you have but whilst we all try and reduce the tax we pay, often the limit of how much we can put into an ISA , prevents gains like w have seen with GGP< unless of course, you were in GGP sub a penny.LP
REDLEADER1.. A SIPP is better as HMRC, generously give you tax breaks, to add to your money but that generosity is then taken away if and when your SIPP grows to a significant value or to the current limit of just over £1m...However, a SIPP will give you other advantages, such as your ability to use your SIPP to buy your own pub, classic car, hotel, office block, artwork etc etc.... Personally, I would suggest you have a SIPP and use your maximum ISA allowance as with CV , Sunak, will in my view be looking at reducing tax incentives to a SIPP . Plus, if you have workplace pension from a previous employer(s) you could not do better than transfer all those old pensions to a SIPP under your control, as your previous employer is unlikely to use a pension accompany who will be investing in budding companies like GGP..LP