Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
Interesting how a quick glance at these boards - or at least the length of their posters' comments - can reveal a fair bit about the company they're addressing. Those boards with primarily short sentences and 'crystal ball comments' - rather than actual considered content - are usually populated by gamblers rather than well researched investors. Doesn't that tell you all you need to know?
I really don't want to get dragged into the conversation here because I'll end-up upsetting people, many of whom I've been in here with from the early days, people I like. However, something that often goes unconsidered (often because people just don't want to believe it) - including amongst investors - is stereotypical expectations. IE We often stereotype and wrongly associate academic prowess with other personal attributes such as integrity, a lack of ego and a duty of care to us. This may seem fairly obvious but all too often our hopes (Investments?) are based around totally unfounded expectations upon a "type" (academic?) rather than the individual whose "actions and outcomes to date" are the only real thing upon which we SHOULD BE measuring them and basing our decisions. The buck stops with us when it comes to our investment decisions but we often seek to blame others who have merely provided a mirror to our own poor judge of character.
But AS also suggested the LFT was going to be huge, and antibodies were going to be upset on the sales front by Affimers......anybody notice a theme developing here. Now, imo, the "safety and tox" is great here but - like the man said, efficacy is a maybe.
Https://www.grocerygazette.co.uk/2024/03/05/ocado-fastest-growing-grocer/
Https://www.telegraph.co.uk/business/2024/03/01/ocado-failed-to-deliver-marks-and-spencer/
Gotta say, I'm not a patch on some of the financially savvy individuals posting on here but - even with my limited knowledge - it's difficult to defend Big Al's actions to date (especially re. Diagnostics / buy - divest) against accusations of a scientist who is just "spinning the wheel" in order to fuel his ego where M&A strategy is concerned. That said, I'd still take a longer term view (months) and avoid selling this morning if I held any here.
Timster, I guess my expectations have been unrealistic in as much as I expected to see huge reductions in tumor size, largely based upon the the massively increased AVA drug intensity focus. The fact that that hasn't even been hinted at over the past year, all the talk of 'safety' almost makes it look like they are using the 'toxicity talk' to avoid any real mention of efficacy. I really want them to succeed, as much for the sake of the 'good guy LTHs' such as yourself as anything else. I will come back in but it is a bit of a punt for me now.
"Yeah it’s safe but so is Ribena".
A facetious comment but in fairness and based upon actual information officially released by Avacta to date, to what extent are we able to state categorically that the amount of our dox released into tumors across the majority of patients using AVA6000 makes it far more worthwhile than the standard drug currently being used. I ask because most of what I've seen to date on that front focuses solely on safety. Even the info on today's RNS seems to mainly focus on the lack of toxicity and just a couple of standout patients. Feel free to shout me down but without solid info on that front we will continue to get comments of the above nature.
The thing I really dont get is how those invested at the time of the LFT fundraise several years ago didn't see this coming - very similar price movements at that time and it really has felt like history repeating itself. Recent days have felt like a wait-and-see opportunity rather than, this is the time to jump in. In fairness to AS, somebody did post a previous presentation the other day in which he said the company is over valued. My feeling is, this offering is harsh but only fools will sell tomorrow. Hang in there, imo.
This one, Wintsy?
https://www.nbcnews.com/health/health-news/fda-approves-groundbreaking-treatment-advanced-melanoma-rcna138005
Overseas events aside, I do also think our own government is giving the impression of making it up as they go along whilst being so heavily reliant upon their mantra of "We are spending more on it now than ever before" (NHS / Police / Education et al) - which people are heartily sick of and no longer believe, largely because it so apparent that "it" clearly isn't working for the economy or us in our day to day lives. Looking across Westminster it is very hard to see where our next half-decent leader will come from to tackle so many of the issues. I say that when trying to envisage a "leader" who has the charisma and enough political savvy to genuinely unite a party around him / her in order to 'get a grip'. Decent as the two main party leaders may be, there are too many egoists working for themselves behind their scenes rather than for the good of the country. We need to put aside these egos, stop mistaking stubborness for national passion and sincerely look inwards in order to 'listen' rather than 'speak' for a change. We might also be wise to stop telling other countries how to live their lives whilst our own is in dire need of attention. THAT is one of the main reasons for the current direction of the FTSE and the fact that quality shares such as M&S do not currently appeal to overseas investors in the way they perhaps should - poor leadership with poor prospects, including from the BoE and its "leadership". Would you invest in a company that is being run like UK at present - or invest in it's component companies which are attempting to thrive in an economy of uncertainty? Apologies for the rant but I am angry and so sad to see what has happened to us in recent times especially. M&S is a great company and deserves better, just like the rest of us. But in the interim?...........,
One of the reasons that M&S appealed to me was the fact that the CEO previously made a point under the ongoing plan to move less profitable stores off the High Street and into local retail areas where parking is easily available. One store saw a 100% rise in profits through such a move move - a no brainer. I do like Waitrose but do find them expensive. Their cafes and the fare they offer could be better too.