Member Info for wyndrum

Hi Muck, yes it all looks to be coming together, and although at the moment, I can't see what the valuation could be, it would seem to be at a substantial premium to where it is now.

I think this is such a small cap that due to its size it HAS to go under the radar of ii's but with a couple more promising RNS's confirming extra sales order/contracts in effect making no more cash raises likely, will cause a re-rate and then as the mkt cap increases so it will then creep on to more analysts spread sheets.

So I wait for the virtuous circle that I believe has actually started (as foretold by the charts! ha ha :0))

atb

It passes the time, Ice, until this share delivers, or doesn't.

I am not remotely deluded. It would seem I understand better than most here about risk management. I am also not emotionally tied to this stock, as again it would seem may here are.

As for the other posters who cannot raise an argument and resort to daily abuse, you could ask them why they respond every day in numbers to anything and everything I post.

But you won't, because, well, I don't know, presumably because you agree with strangers abusing other strangers just because they see things differently?

Who knows, but its a display of crowd psychology which the understanding of has made me better at this game than previously.

Gje, its not been a dog for me.

I have done ok trading this stock. But you know, traders,...evil people.....

So for the millionth time I will keep a holding here, adding or subtracting to it as and when I see fit.

I will post here in accordance with LSE guidelines as and when I want.

That ok with you?

You can say what you like, but there must be a reason why various posters keep asking my view of AVCT.

Maybe the ones who particularly don't like my views don't care so much about AVCT as an investment and care more about about the science.

So far as an investment historically, factually, this has been for most, lth who don't trade, a dog. Their "Hope" is it will come good and reward the years of patience.

Ice, Your assumptions are based on you knowing more than the "market". You have no evidence for your assumptions at all.

The market doesn't control a SP rising or falling. Supply and demand does.

To believe what you do is absurd.

To think you have more insight than analysts who specialise in small, high risk bio tech stocks, is equally absurd and equally unjustified or supported by any evidence.

Your view is simply you are prepared to take a higher risk on a loss making stock that still has many hurdles to overcome with an undefined timeline with no knowledge of valuation should it be successful and without being able to define what "successful" will actually mean.

You site this is a good opportunity to get in ahead of the game. Could you not have said that at 175p? This not just about backing a winner, but if it is to win, then maximising returns.

Patience is great in hindsight. But here's the thing. What's better, buying a stock now at 50p and 12 months later it gets bought out at 200p or buying it 12 months before at 150p?.

How is your patience rewarded then?

Its a crap shoot, and to think you know more than everyone else (effectively) is I would suggest, somewhat delusional.

Bfd,

perhaps then I don't make myself clear.

The platform shows with all the information we have, that it works in that it keeps Dox out of the system until it meets the tumour. The data on tumour reduction is limited because of the patients selected for the safety trial.

However the indications are in the right conditions then efficacy will be proven too.

My viewpoint of this stock is as an investment. This is not the same as the science. They are related of course but still separate parts of the whole.

My "concerns" are the time it is taking to get to market. I understand these things take a lot of time but I can only go on what AVCT say and they keep giving out timelines that they constantly miss. This makes trying to gauge likely inflection points impossible (well at best, guesswork).

This in turn makes likely returns impossible to calibrate within any timescale too. This is important, actually very important, because the longer this takes to come to fruition then as a loss making company, more money is needed, causing more cash raises than may have been expected which so far has caused not only dilution, but also severe capital reduction. (Dilution too is overlooked here imo because just for round numbers, if a raise doubled the number of shares issued, then if £10 WAS a target valuation, then with twice the number of shares in circulation that same target is now £5 per share.)

The missed timelines also highlight a previous history where AS has not delivered on other promises compounding the amount of weight to put on his utterances.

These have a drag on SP appreciation. (To me that is important as its the only reason I bought the stock.)

As most know I have traded this share as best I can which has luck would have it, during the LFT up and down, has allowed me to profit from this stock. It has also allowed me to give it more time than I would normally stick with over the last years on such a disappointing stock when measured against its SP trajectory.

Not sure quite what to make of it.

A bit more data released than before? Not quite sure if this is the big release of data at an event to produce the big effect that AS referred to previously.

Still on track which is great (obviously), but timelines as as always aways off so, this has turned out to be a "steady as he goes release after all, which to be fair, was what the circumstantial signs were already indicating.

The next bit of fun will be to see if AS can give an interview and not cause the SP to go down. He has got to break his duck at some time so tonight/tomorrow morning would be a great time to do it.)

It seems to me LB has updated the market as promised. Not a lot new, but as updates go its ok, no surprises and confirmation that they are working on the assumption this will be a commercial find.

EWT early Q3 is nice to hear. And again to be fair to LB, she tends to under promise and over deliver. So I am still happy to take this at face value, and as a result it looks on track.

Yes, the raise is a little bit the elephant in the room but if its possible I imagine it will be timed with some confirmation of "good" news to get a higher price, but we will see.

Anyway, looks alright to me.

Hi Muck,

fwiw, but AGL went through the FDA thing. I think (I empasize think), that the FDA have a 150 days also to ask more questions or get more info if they feel they need it, rather than just a 150 day dead line for a decision. If they do request more data or whatever I believe the clock is rest. Again from memory, AGL waited over a year over the 150d days before they eventually succeeded with FDA approval And to be fair it was during covid so there exceptional time delays on the part of the FDA as well, so who knows.....

" I'll go with the factual data that is presented in front of me."

Me too, and to date we have not got enough to draw any conclusion other than it seems promising. (But we are only fed the info that AVCT want to release and we have history that they are partial with that and as its suits them.)

To extrapoloate further than that is just guess work.

Suit yourself but I tend to be right more often than wrong. This is no particular reflection on my abilities of reasoning and experience but more an observation at how dismally poor most are here who can only ever see one outcome and will invent the most preposterous scenarios to justify their illogical behaviour. (just as you have done).

How is it deramping when stating the most likely probable outcome?

None of us know what's going on behind the scenes. We don't know the latest data, how good it is or whether there some issues.

However we DO know that AVCT have a reputation for being partial with releasing data and not giving shareholders the full picture in a timely manner.

You can say what you like but in an RNS AVCT said they would quickly adapt the LFT to combat Omicron. It never did.

Thats history, thats FACT. Its not deramping. There is a difference and if you can't see that then you need to go to Spec Savers.

"There are undoubtedly discussions ongoing with potential licensors. It’s entirely feasible that that the recent raise was due to the understanding that if they licence out now the value would be lower than if they had certain additional confirmatory data and more interest generating competitive bidding."

Definition of undoubtedly : certainly or definitely; without doubt

Says who? please don't tell me it's just your opinion

Sheppy, you won't be able to have a rational conversation here based on this being an investment.

You have to be "positive", you have to "believe", you have to display "non-lurking" abilities, (no I don't either but its a common accusation), you have to be "believed" to be a share holder otherwise your comments are part of an "agenda",

you have to accept that you will be "judged" by the posters "standards". (For instance I don't know if you are a millionaire or not, but they will assume you are not, because they are not), You have to accept that when you confound their assumptions, they will just say you are lying, you have to accept if you try to refute their more outlandish accusations, that you are "sad" and have "no life", (Yes I know the irony is somewhat self-evident but they are incapable of seeing it.)

Ah well, yes, that's a fair point well made. Pete....

1.85p is a resistance level. So I would not be surprised if it takes a breather there.

But hey... you never know...

It does look like somethings afoot.

Either news about to come out or maybe we have leased out our Dill (B&Q must be LIVID!)

I never said you did want him to go. As usual you never read what I actually say.

As for you being happy with the dilution ok... good for you but the dilution is now higher as Heights need nearly twice the number of shares to be repaid their latest instalment.

Again I know this is of no concern to you as is indeed making a return on your investment does not seem to be top of your list either

If the SP is any indicator then this does not look like earth shattering news.

It still looks like steady as she goes, more test and trials to do, still a ways off.

This makes sense given the 50p raise. Nothing, exceptional news-wise, imminently expected. That means the II's were probably shown this latest info and that maybe dictated the 50p price?

Well, its looking ok, small choppy "highs" of 11p-12p to be cleared but the big one will be a close above 13p