Member Info for wyndrum

Ice, it really depends on what RNS you refer to, to confirm what AVCT said and what has been delivered.

Apart from updates with partial data, no timeline, as yet, forecast has ever been met. No sales forecast has ever materialised. No sales products have ever commercially relevant, been sold. So I can't remember any RNS that has painted a positive picture has come to pass other than being pushed back in time before ultimately disappointing shareholders.

Yet we were NOT told about buying DX companies until after the event. We were never told when agreements had lapsed. We never were told why we were in the dark about developing an Antibody LFT. We were lied to about quickly developing an Omicron LFT.

With that background we are now in the 4th year of a safety trial, which has constantly shifted in its time and parameters in tandem with a SP that is lower than when the trial started.

Hence why I posted that I feel I know less now than ever where AVCT are in the grand scheme of things given their RNS's have an unfortunate history of serially painting a too-optimistic picture.

Well seeing as you engaged B2, perhaps you should practise what you preach?

The point of the post was to demonstrate (through highlighting opposing questions) our collective lack of knowledge and understanding of where AVCT are, and where they are going and indeed, when.

As this is an investment that is something to consider don't you think? (sorry that a question, but how else do we learn if we don't ask questions? .....Damn, that's another one.

Tricky though to have a conversation without asking questions otherwise its just talking at people.

I find it harder now than at any time to know what's actually going on.

Why did AS get booted out? Was is the DX deals? or was it because he over-hyped AVA6k? (Is there any other options likely for such a dramatic exit?)

Why has the safety stage gone on so long? Because it has been SO successful or because there have been disappointing/unexpected developments? (It's hard to make a case (imo) for it being so successful because that would have been apparent literally years ago and that would have been sung out from the roof tops. Plus I would have expected more updates after months of dosing every 2 weeks, given the data already available on 3WD.)

Now we have had a shift in direction with a pipeline of candidates.

Why was the last debt instalment paid for in cash and how will the next one be paid? Why has there been no explanation when we know cash runway always tends to be tight. Does this mean that DX has been sold? or very close to being sold? What will it likely raise? MM says he would take £10m which would pay 3 more instalments by cash I guess?

Will the update this weekend be transformative or just more of the same? Up until now there has been an extraordinarily lack of comms. Is that a good thing or bad?

And all the time the SP just meanders and is back where it was a month ago. which implies there is no re-rate expected.in the near term.

Why has, after all this time and all the BP that apparently AVCT are talking to, there be no license or buy out? It must be due to a lack of conclusive benefit of the platform to not take the risk, or will an RNS drop tomorrow contradicting that?

(What has caused me to post was the brief exchange here, where AVCT was now after all these years and the excitement I imagine most of us felt as we told friends and family what was imminently about to be revealed to the general public Chemo without side effects!! and years later a much reduced share price and more fog then ever, anyway it chimed very much with what I was thinking.

As with all AIM shares (imo) just don't over commit because the odds of success are stacked against PI's

Thats not true, a whole thread has been deleted because of Richar's comments

I don't think a raise will come on its own. with loose "this is to get us to production..." woolly verbiage.

I think it will come with a detailed cost and projection of profits. If this is truly commercial then its time to put the case forward with pound notes. This will (potentially), allow the raise to be above the current SP say, 2p per share, and show that this is now an investment project and not a wild-cat exploration company, with the whole project comprehensively de-risked with a rate of likely return mapped out.

If the case above still does not have sufficient info to produce an actual investment case , then a raise will be heavily discounted with a time window for the institutions to flip the stock as has been the recent case.

I get the impression given the words used in interviews and RNS's that a lot of time has gone into a detailed investment case as I now wish to hear. The fact that the mining license is going to be applied for and a number of new wells have been identified going forward adds some flesh to my guess.

Certainly, I think, things have to change. Shareholders have been absolutely milked but institutions have been allowed to get discounted stock and then the time to flip it time and time again. (imo dyor etc)

Ian, I think Schurter is the key.

If they move beyond a MOU to something more final (which the mood music suggests is already being progressed), then I think a likely scenario is an order announcement alongside the more formal arrangement.

That would obviously cause quite the rerate.

(I think the MOU may have been instigated because an order was already in the offing for Schurter to tender/fulfil.)

imo, dyor etc.

There is an expectation the the £/$ rate will got to 1.40 which s about 7% greater than now and approx 10% since wosg financial year started.

Could be a nice bump to earnings.....

I think that does sum it up Gold, its seems (to me) very confusing.

I did not get a great vibe from LB this time in the interview. Probably just me....

I'm afraid for a slam dunk, you don't do a raise to buy into another company when you know you will need more money for the current drill.

You then don't do that same raise at about 50% of the current SP (it was 2.1p) if the odds on success are so great.

Esp as they already had the first results from EWT.

Hopefully this will be turn out fine, but for me the mood music has changed.

The concern for me in the interview when she for the first time, said that the mix in the water was critical and it all hinged on this.....

Up to then i thought it was pretty much all good news, not still "all or nothing"

Given the previous excitement, the hydrogen, the valuable resource, the biggest discovery ever, etc etc....and then they buy £6m of a competitor's discovery.....

Aim's a game for sure..;...

It looks to me some good potential aim multi-baggers are being sold to release PI's funds to get on board here.....

I'm not sure the market has picked this up yet?

(Plus It looks abetter deal today than yesterday thats for sure....)

What Short? There are no Shorts that i can see out on HE1?

I hope not, as its as tedious to everyone else as it is to me.

Anyway its ticked up now so maybe we are at last on our way.....

Well, I am all up for a scramble, because this is snail-movingly slow......

(I know I use shorter time frames than some, but 12 months ago this was 10.5p...)

chop chop and all that...

Imo there was not really a compelling case to taken it up.

If the SP was say, 11p then thas a good discount and a reward for being a shareholder and it would have been over subscribed.

As the SP was give or take the same price as the offer then there was little incentive to take it up but, if there was even a small drop in market price then it would be cheaper to buy at the market rather than at the offer.

So I think a lot of people would have sat on their hands to see how this played out. (The market really does not like uncertainty...)

Now its done and out of the way, I think it more likely than not that we will start to see some appreciation in the SP, given its only 9.5p (imo dyor etc etc)

Or perhaps not!

Newby, My guess is the blue star stake was already done, and to protect the SP it was released at the same time of the EWT results.

Otherwise the SP would have fallen below 1p and would still overshadow the "later" RNS.

There is a target at 399p as a retrace and I have decided to buy now as the Q1 results will be released soon and am expecting continued growth.

Fingers crossed.... (dyor etc)

"The placing price is irrelevant. The dilution percentage is what matters and is under 10% the fact we've added an asset too means the falls should be even less than 10%"

Except it isn't irrelevant. The fact they have a bought an asset and the SP has fallen from 2.10 (about 30%) says the market is at best confused or maybe nervous about this move.

As has previously been raised here.: They are now committed to 2 loss making capital expensive exploration companies. They have not the funds to do one let alone 2 so how does that work? where is the logic? Its not cash generating for 12 months and that's a guess and as we all know, time lines tend to slip rather than accelerate. What does HW1 do if Blue Star need to raise cash? (as , based on experience, they will?)

I can't see any logic for this move. HE1 was meant to be taking helium out of the ground in 2025 in Tanzania. Why splurge desperately need funds on this move?

I struggle to find a positive reason.

I think the goalposts have been moved in a very dramatic fashion. (imo dyor etc)