Member Info for Wisheyedbortum

I take your point, but the LG deal worth £310mil sent the sp up by 7p to around 30p where it stayed until early Jan. 7p rise for an order worth £310mil is a joke, so surely investors were put off by the lack of any payment timescale, and will be further confused by Hardman's estimated sales for 2021 of £8.6mil which aparrantly does not include much of the LG payment, which could be construed that LG aren't paying the big money until after 2021. Sales may well be £150mil by 2021, but we don't know that at this point in time.

Thanks for that cf456. Unfortunately it is understandable why the SP has not reacted to recent news. Hardman has the estimated AVCT sales forecast of £8.6mil by 2021 which is not a lot really considering that there is a deal worth $310 mil in the offing. I don't think that it matters how many deals Avacta makes, because it's all about timescales and show me the money. Without knowing when, and how much, Hardman can wake the market every day, it will make little difference to the SP. Nevertheless, looking at the like for like sales possibilities shown near the end of the report, Avacta has the potential to be a real cracker, but patience is the watchword.

Peter Jay out, Yi Luo in.

According to ADVFN, HER was 37.8% up just before suspension. Any ideas?

Is this another of my AIM dead ducks about to be cremated?

It's a sh** or bust company at the moment so it could go either way. I'll just have to wait and see.

Having been following Avacta since 2009, it really is rewarding to see the Affimer technology gaining traction at long last. I am very pleased to have invested in two of the most exciting companies on AIM, Avacta and Versarien, both have real prospects of becoming huge in monetary terms, and great investments.

Pure gamble.

...but I bought a few hundred quid's worth of Haydale this morning at 2.39p each after the news of the placing. I'm £35 up already.

Thanks Ise99 and Burton S. What a great interview and a great insight into what is happening with the company. I hope that munchbox watches it although I doubt that it will change his/her opinion.

There is a difference between "a collaboration with" and "Selling to". I see no red flags, only collaborations. I am not surprised that the SP has taken a dive, because everybody ( me included ) expected the collaborations to become "selling to's" overnight and that hasn't happened. I'm quite prepared to wait as I have done with AVCT which is in the same boat as VRS and has a multi million pound future, but it has been a very long time coming. So spout all you like. I really couldn't give a stuff.

I’ve seen these one post wonders before with Avacta. Absolutely crucified the company with tales of woe and how the company would never get anywhere, but they then went on to promote another company that they supported. The good news is that they soon go away and play elsewhere.

Fevertree drinks. Feb 21st 2016 sp £5.71. Sept 16th 2018 sp £38.83. Anything is possible.

Fevertree is at £27.00 and it sells drinks mixers.

Not wishing to stir up a hornets nest here jimmy, but I get the general impression that you don't do much in the way of research, otherwise you wouldn't have made that statement at 15.58. It's up to you whether you sell or not, but the old saying that the patient make money from the impatient is very true. You have lost nothing until you sell, you only have a paper loss and with a company like VRS it takes time to get results from trials and I'm confident that this company will come up with the goods with the supposed SP of £12 a probability. Sell if you like, I personally wouldn't dream of it, but then I've learnt the hard way. GL.

Thanks TT. HDD is certainly one to watch.GL.

Yes TT, I watched the interview with Philip Kirkham and the prospects look very good indeed. My only concern is that with the factory move and the completion date of the back end of 2020, it's going to be a period of possible disruption for HDD, whereas Avacta is now building huge momentum starting with an order for £380mil spread over a few years. If you held HDD, AVCT and VRS, you would have a very serious portfolio, but I have a feeling that I shouldn't be saying this. Apologies.

We had the same thing with Avacta a few years ago. The consolidation resulted in a price of £1.65 which over the next couple of years dropped to 27p because of lack of momentum of its core product. I could be wrong, but I believe that there is a price limit below which investment houses are not interested in investing because of liquidity problems, so the HDD action should bring it to radar level. I will keep an eye on HDD, but at the moment, VRS and AVCT look far better prospects.

..that I got out of these with a small profit some while back.

I'm not so sure. Blue Prism has a turnover of £55mil and a share price of £13.00. If Avacta is due £180mil in incremental payments with a possible further £130mil later and we don't know how much Moderna is worth, who knows what the sp could be.