Member Info for PippiLongStockin

Good area to move into…

Im down 50% but just feel at this point there is signs of traction and indications of a step up in profit as the estate matures. They seem to allocate their capital well... but way too much central costs. They are overhead heavy. However, as they take the next leg of growth it should be shareholders who see some value.

Better than the Investors Chronicle Aim 100 --- where they rated it a sell,

"But Avacta recently released data showing that only three of 57 patients treated with the drug showed a partial response, while six showed a minor response. "We do not believe these rates of response are competitive relative to either standard of car or emerging therapies." says Deutsche Munis analyst paul Cuddon. Sell. JJ

That’s it then….

Time to get the party started

https://m.youtube.com/watch?v=LomY6nWI0ek

Https://www.ft.com/content/d4bbda55-c203-44be-bc32-3b4c481b2eba

BillyBamboozle follow the fundamentals not the SP. Chance to accumulate rather than whinge about it.

Yes agree salaries and share options seem high.... but none of that will matter if we get the expected growth in H2 because that will mean revenue momentum, profitability & cash generation.... and more validation of forward forecasts... also expect margins to be ahead.

When you talk about a big farmer, are you referring to Jeremy Clarkson?

AVA6000 for near to market roll out

AVA6103 to show can handle the most potent drugs

3rd Gen Precision to show that future iterations can blow wide open the addressable market

Diagnostics sale and then NASDAQ here we come!

Now is the time to buy.

Directors buying, sentiment low and we have a strong half ahead

Thing is I like the science & can see the potential.

Never intended to trade

But when low I want to bring my average down

When high I feel over exposed and want to reduce risk

If I’ve learnt anything over the last 12 months.

Top up in 40’s

Sell in 70’s

Repeat

Avacta look to have massively raised their ambition.

They are confident for what they have and what it can deliver.

My thought with biotechs is this type of confidence bodes wells

When you are looking for potential partners as well then raising the ceiling, unlimited potential, approach is what a BP would be interested to hear

I thought this would come good… maybe it still can

But portfolio spring clean means bye bye

Stockraiser invited a negative spin...... long way to go until profitability and recessions can get in the way.

Can't get too carried away until profitability is closer on the horizon.

Loss making business going into a global recession.... pull back on CAPEX expenditure at hospitals dragging on top-line growth at the same time that the business is ramping up its expenditure. Recipe for continued losses and disappointment down the track. Commercial scale up never goes smoothly and always takes longer than anticipated.

Nice topline results but no profit..... I'd love to see the Singer forecasts --- does anyone have access?

I suspect that we will be into PBT in this half and with credit facility for growth (as well as cash generation) we could be about to move up a gear.

Partly disappointed not to see PBT this time and partly thinking this could start to look quite interesting & the upside is in sight

XPF has continued to prove its concepts appeal and slick execution with positive momentum in LFL, site numbers and margin. This has resulted in FY24 being ahead of our estimates. With no change to management expectations, we hold our 2-year EBITDA forecasts and introduce FY27. Whilst current LFL’s have moderated from historical highs, this is in keeping with the wider sector, against which it continues to outperform. Critically, forward bookings for peak December trading are at record highs. Additionally, there is excellent news today of a £10m RCF from Barclays a huge endorsement which transforms the expansion outlook and removes growth funding uncertainty. XPF’s track record is impressive, increasing revenue by 2.5x and EBITDA 2.7x since FY22 and maintaining a net cash position. However, its market cap is 25% lower, trading on a lowly 4x YR1 EV/EBITDA with a FCF yield of 19% - BUY.

Interesting!!

Well it’s probably low risk de-leveraging play.

Then if they can execute well priced acquisition it’s a good buy and build operating leverage play

After being invested for 3 years I’m Finally learning that to make money on this share just trade the yo-yo price movements.