RE: Trout5 Jun 2025 16:40
Burt, hope you don't mind me repeating your honest and balanced assessment of the case for investing in PYC, posted earlier today :-
Forgive us for wanting to be positive about our investments. This clearly isn’t an investment for you and it’s more a trading game. Which is fine.
Negative views are welcome.
Yes the company has had to raise money diluting shareholders it’s the name of the game on AIM it’s a platform and market for startups and companies needing investment.
Timing is everything.
The fact is the Peter and Jim and trying very hard to develop this business and theirs plenty of evidence for that.
They are realistically paid and bringing in work. Which is more than most companies on AIM
It’s an exciting field.
Your point is we could lose money , tell us something we don’t know as AIM is speculation.
But the rewards of them been self sustaining and potentially either raising more money higher or bringing in a big contract or a tie up or grants is appealing here.
It’s to low on the valuation based on the belief that they will always have to raise money.
But what if this changes and suddenly the market re-rates it.
All highly possible. Peter and Jim will know they need to think outside the box this year on collaboration and a way forward that does not raid shareholders again.
PYC is quite lean and most companies sit at ridiculous valuations on AIM with no revenue and the need to raise millions per year.
Again you think shareholders will suffer even if they do make it work / fair enough ! Talked myself out of many investments over the years for the same reason.
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