The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
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.
I am heavily into VRS and AVCT. Take a look at the Vox podcast on Versarien and Alastaire Smith's most recent summary on Avacta. I think that you will find them very interesting.
I am dumbfounded. If anyone has listened to the Vox Markets podcast and decided to sell.....it's beyond belief.
Cheer up Wulbert, I'd given the MMs many thousands of pounds until I woke up and smelled the coffee. Learn from your mistakes and have faith in your research. I watched as some of my VRS profits evaporated, but they will come back and then some. GL.
Even though it's difficult to tell whether trades are buys or sells, if they are sells, more fool them.
...will be chicken feed compared to what Avacta will be worth when the in vivo trials are successful. Then I would expect a bid for the company which would make many investors very well off.