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@Limey99

not sure, sometimes folk on here suggest they are MM (market maker) signals that they need more shares. Or other times I have heard other reasons. I rationalise it as a MM action for some reason. That is where Level 2 data is good I guess to see what is really happening. But I am too mean (broke) to pay for it.

LF

I wonder if to some extent everyone has got "bored" of RKH. It seems a large number of people (PIs) that I know have either owned, or do own RKH. But, the common feeling they all comment on, is that they have heard the stories for years and years and they got bored waiting. Their words, not mine.

Still, I am in and waiting.

@abzzba

Wow, I am not doubting you. But in my world, (a FTSE100 engineering company) that would not be acceptable. I guess different industries have different norms. :-)

Darned LSE website. My last line should read.

For a company that is losing the confidence of its shareholders that was not a master-class

Having sat through the presentation on the investor-meet-company link, I am disappointed at how amateur it seemed. Why was the IT not checked before-hand to ensure that the slides advance? Why was the presentation not rehearsed so that it came across as slick and confident? There are parts that were good... but, the answer to the question about a fundraise: "I had not really thought about it at all (sic)". was rankly amateur. I would berate one of our engineers if they gave that answer in a presentation to customers, and yet this is the CEO. Why has he not thought through the likely questions?

I am losing patience. :-(

For a company that is losing the confidence of its shareholders that was not a master

There is some reasonable volume going through this morning. I assume this is good news and that is stock that the MMs are sitting on, and not PIs selling out. Thoughts?

Well, I must be feeling sporty. I just bought another whopping thousand quid's worth. It's not life changing but I am feeling positive about the meeting with the PM yesterday.

@postman24

Do you mean .6p or 6p? Just chcking.

For me, my model shows 2p as the exit price. My 3pt estimates (which I think I have shared on here before are: worst: 1.4 ; probable:1.7; best:2.8 with an E-Value of 1.82. I rounded this up to 2p. I am starting to think that I may be too high and that 1.4p may be good exit point... but who really knows. I am hanging on for the EL but if nothing then I am slowly going to reduce my holding. I am at a loss presently so will not be rushing to sell.

All that said, it may still come good.

"Thanks matey I invested in the Vanguard S&P500 and a ftse Europe fund just over 2 years ago the pot is up about 34% on last check worth about 10k not bad fir me starting from scratch....peanuts to most on thus forum who speak of 100k profits etc."

...and I would be pretty happy with that as a starting point. My best performer in funds/trusts has been Polar Capital Technology Trust which to date has earned me just over 100% profit. And so I am in the same dilemma about whether to trade or hold. Personally I am holding. But, there is a lot of discussion which I am sure you are aware of the "magnificent seven" distorting the market. And with so many funds holding them it become a virtuous circle. Previous steady performers (like my old and trust Fundsmith) have seriously lost out.

My personal plan (I am an engineer by trade, not a trader) is to have a balanced portfolio of safe (majority of it)/moderate(some of it)/sporty(a bit)/AIM market (less than, or about 5%). If an AIM share goes up to a good position I sell (the profit) and thank my stars I did not lose my shirt and buy something more moderate. I do my AIM shares partly for fun also, as I like to check in here and read the the latest posts and RNS's.

That is the hardest question one has to answer. There are just too many variables which we do not know about your circumstances.

If it is just a small part of a large portfolio then your decision-making is easier. If, like me, these are shares are a part of my pension plan (my AIM shares represent 5% of my total non-work pension (i.e. the bit I manage myself)). If I lost it all on ITM or some other share it would be a disappointment, but it will not change much. If I was wholly dependent on some shares coming good I might well take a profit and 'bank' the profit in a safer harbour (like my nice Vanguard fund). I personally run a monte-carlo model that has target prices (3 point estimates) and helps me set my exit price. Just looking at my model the average exit price (and I am very conservative) is around 95% gain, with peaks at 140% (I don't think I could manage the stress of waiting for a multi-bagger).

So, the short answer, is only you can answer that.

@Frankseluk2

Sorry Franseluk2, you have lost me there a bit. Are the MCAP and Price and Shares-in-circulation all linked by a virtuous circle. Moving the lever on one of the movable variables, moves the MCAP. Or am I being thick... I just cannot figure out your logic.

But I did make a very small top up this morning, with some profit I took from Borders and Southern yesterday. Just wish I had done it last night!

@Momentum5 "your point about Sustainable Aviation Fuel (SAF) is such an exciting prospect for ITM. That could lead to an absolutely massive demand for electrolysers. The aviation side could be a whole new market for ITM."

I am invested here, but what nags at me, and others that I have shown this stock to, is that ITM is the easier part of the nut to crack. I am not minimising the IP, work and effort (hence why I am invested), but the matter of storage is surely the bigger nut. Are we at risk of being over-taken by other producer-technology companies whilst the elephant of the storage problem remains at large?

Or do I have this wrong... and honest question from a retail investor that technology solutions.

I am going to do something a little different with this share. With my limited funds I set my target price and track the action. But I have to say I am getting a bit fed up of MATD. We have been in the doldrums with no data for too long now. I am now going to set a target-date. If I see no improvement, or news that is news-worthy by the end of June I will cut my losses here and switch.

The losses are not too bad, but it is the opportunity-cost that I have missed by not having my money on other better performing stocks.

Does end of June seem like too aggressive a target?

Https://www.londonstockexchange.com/stock/AVCT/avacta-group-plc/company-page

half way down page.

"That is some chunky buying first thing. I wish I knew what they do."

My hunch is that is the fear of missing out at work. I am seeing the same effect with my ITM shares. They are a good share, good company but some people are just ploughing in hoping for a "quick-buck" without understanding the company. I guess they will be gone soon enough (in ITM) and things will settle down.

For my part, while I like to see a "blue day" I try not to get excited too much unless it is linked to RNS news.

LF

I thought that was a very thoughtful presentation. I liked the numbers, I have not changed my target price but do see the "best case" in my three point estimate as being higher than I assumed. But, I leave it where it is for now.

... and continuing this theme. For me I know BA about oil fields, FPSOs, plugging and Mud etc. etc., but I do know this stock has one or two TR1 investors that are much smarter than me. I am playing "follow the leader" with my limited funds copying what some big investors are doing.

Timster, Biggi,

Thank you, now I understand. A bit different to my industry where we "share nothing" of our research!

Many thanks.

Could someone explain to me, please the term "poster" which I keep reading on this BB. I am invested here (only around 12k shares, so not much) but read the board with keen interest as I think Avacta is great story. But when I read posts that say, for example "understanding of the AVA6207 poster is that only ATRis" I have no idea what this means.... I am from an Aerospace background so this biomed stuff I am catching up on.

Thanks LF.