Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
FYI, this is what I posted on here in Oct 22. Do you see the irony? Myles talks and the sheep follow.
"How does Al sell this as shareholder value?? They’ve just paid over 20x EBITDA on day1 for a tiny diagnostics business. Fair play to the sell side CF advisors, sounds like a stonking deal for Coris!"
@EliotF
As I say, I rarely frequent this board, so have no clue what Eggy or anyone else is saying.
Due to Mr Musks algorithms, anything Myles etc post usually appears near the top of my timeline, hence the visibility.
Given his audience (which he's acutely aware of) I think it's very fair to question and critique claims such as , and I quote, "for me, it's a given AVCT announces a licensing deal or collaboration with one of the worlds largest pharma companies, in the next week or three" (19/12/2023).
Re your Dx point - we're actually a little over a year (Oct 22) since the Launch acq news.
Do I agree Dx should be sold - probably
But then again, I said diagnostics M&A was a poor idea at the time, and yes you guessed it - was shot down for it whilst the likes of Myles, RAH et all lapped it up as a great, derisking move whilst also telling us all how great it was that Heights Capital were now on board as an II!!!
You can see the hypocrisy here, and where I'm coming from! Some people have very short memories.
@cj62 - exactly my point.
Im invested here and have been for several years.
I think it’s a great opportunity and believe in it wholeheartedly medium - long term.
However, I have and do find some of the outlandish claims around SP, imminent takeovers etc etc etc incredibly tiresome. It was the same during LFT gate re how we were going to awarded 8 figure contracts next week etc etc etc.
I (and others) have also questioned the commercial acumen and strategy of the BOD on several occasions and been lambasted/blocked etc at each and every turn.
Hence the irony of seeing Rah et all now pivot into the same opinion…..
Fair points DTW…well put.
I still however think it’s more than justifiable to question and critique outlandish claims like the one I mentioned.
EliotF - re “eggy” - as you said yourself I post on here very occasionally so am not exactly up to date on the daily rumblings….
Suppose what I was getting at is that anyone who dares question anything is (was) usually shouted down as not invested / shorting etc etc which I find nonsense and invariably un true.
Anyway, I'm off now for another 3 months .
I’ll respond to your points, would you like to respond to mine now?
Do you not see the absolute hilarity of claiming a license deal is about to hit, and then 5 weeks later stating with a straight face that you’d instead be happy to fund cash runway with £20m (£10m loss) for selling dx?
I think they’re both invested, I also think Myles manipulates his position to manufacture entry and exit positions.
What’s your point?
If people (Myles) want to make outlandish claims that “it’s a given a license deal with major pharma is going to land in the next week or 3”, do you not think that is open to challenge, and indeed ridicule? I find it beyond parody that their integrity isn’t questioned in the slightest by the sheep on here.
It’s at best deceptive.
Once again, the hysteria to any perceived negativity (reality) is comical.
Nail on the head Thornogson.
Another DE or MTD does nothing material to the pattern we’re currently in, especially given the funding.
Will take proper commercial news (licensing or the like) for this to reach anything close to a £bn valuation. I think that will happen, just not anytime soon.
(No doubt be shouted down as per, by the rampers that have been so consistently and horribly wrong wrt to this stock and SP predictions for several years now).
Why is it then strangy? Enlighten us all? What delusions of grandeur are we going with now? Is it “MM’s playing games”, or “collecting stock for a big order” or “keeping the price down for a TO bid”.
It’s nonsense, simple fact is SP will go down when more sellers than buyers, and there’s clearly someone offloading large amounts of stock on a semi regular basis for a while now ie HCI.
Is always the issue with convertible debt. If there isn’t strong regular news flow to support share price increases, this is what happens.
Wasn’t long ago Myles was labelling Heights as fantastic II’s and exactly the sort of investor we needed.
Lolz.
What exactly is incorrect in anything Wyndrum has said this morning?
It’s a perfectly sensible and accurate assessment of matters…
Great RNS, everything progressing as planned etc etc BUT the market, II’s etc want to see monetisation, tangible commercials etc as well as some anxiety about how and who will take this to market.
That’s not negative, in fact it’s just reality, unless you think c£1 is AMV?
Believe what you like, no doubt Myles and the messiahs will tell you when this is going to the moon. Just stick with them and it’ll all be fine.
Just remember Myles called HCI fantastic long term II’s lolzzzzzzzzzzzzzzzzzz #quarterlydump
Ripley - Stifel tried and failed to get away a raise and you can take that information as fact or fiction, up to you. Carry on believing Mcnumpty and snakey boy - no doubt we’ll be at £20 this time next year Rodney.
My gripe is clear isn’t it?
Some of the “commentary” on here and on twitter is borderline criminal, I’m sure the FCA would have a view.
Been invested since 2019 FWIW, and added quite substantially throughout that time.
As I said, I made no comment on the company or its prospects….but then as I also said, the rabid echo chamber clowns on here simply cannot and will not see the wood from the trees on anything related to this stock
Wow. What a virtue signalling load of bile! Utterly despicable to bring in anedoctes of cancer sufferers and put that anywhere near my door given the context of what I said. You know absolutely nothing about me or my history and what some of my family members have suffered from. Awful.
I have no problem with people posting positive opinions and insights, but the ramping is incessant, unhelpful and frankly just moronic.
Linking Posts about cancer sufferers and survivors to posts of mine that make no mention of such individuals is what is disgraceful.
I actually made no comment or mention around the company or prospects. I simply said that the incessant nonsense posted by some (in many cases for years) is comical and beyond parody in some cases.
The rabid replies just go to show what a bunch of lunatics some of you are.
Here we go, the name calling and ad hominem starts from the happy clapping brigade!
Beyond parody. Clowns suggesting “another login has been brought in” - to do what exactly?! You honestly think PI’s posting on a message board can in anyway impact the SP? Absolutely delusional, as usual a total inability to see the wood from the trees.