Member Info for wyndrum

Did I miss something... is Monday a guess or have we been told monday is result day?

After my complete mis reading over the last timing of the fund raise I am somewhat chastened.

However, it was meant to be for 2 drills so to do it before the next drill seems even for HE1, a stretch too far unless.......

Unless the results from this drill are basically spectacular and that the provision of another raise is to start production from this well itself while they bugger off to do the second one....?

I might be in straw-grasping mode.... but this MoU Looks like it could be a really fundamental & transformational tie up going forward.

(My Spidey sense is tingling on this stock which is a very rare thing....) Dyor etc etc

:0))

Bitl,

I have had to deal with this BS for years. FOR THE LAST TIME, I HAVE ONLY EVER HAD THE HANDLE OF WYNDRUM.

I have never ever had any other account.

I have been routinely and constantly smeered and lied about by some posters on this BB, simply because my views were not at various times "positive enough".

(Lets park that my analysis has been more accurate than most here. And whether or not there is any agreement with my views I don't resort to abuse and I keep my opinions/posts on AVCT unless like this, I have to refute downright lies.)

And you posting what you have just done simply continue the lies.

This is where the BB has disintegrated, the mindless stupid posts of Hurst Sujood and the like with then countless responses keeping the threads alive coupled with stupid abusive replies to others opinions, simply because they are not agreed with.

Rant over. GLA

Its beyond pathetic.

Morning Skittish, ref your post 22:52 last night.

if there is a good/great result then I hope for a loan or some form of non dilutive cash raise going forward,

The constant dilution is on such a scale that the overall expectation of the SP appreciation is constantly being reduced.

I would rather a £100m loan over 10 years to take this into production then another 30% hit, or even a take over. I am not sure (if I am typical i can see another dent /delay to my expected value of this company and another 2 years of hand to mouth drills and results and inevitable delays just to effectively get to a stage where they say yes its all here after 2/3/4 drills. (Basically where I thought we were going 2 years ago. (And a take over at 50p would be fine by me form here.)

If I am typical a lot of PI's might bail and come back only much later. Life's too short for this type of stock. (imo, obviously)

Neut,

The discussion was about what risks are there to AVCT succeeding.

I am not looking at a completely similar approach although FAP targeted drugs are under development, but simply at a solution to the problem. Vaccines are being developed. There is a type of dwarfism that is immune to any cancer and the thinking is its to do with growth (or lack of) hormones, and research is underway on that front.

I understand what you are saying but the "risk" is actually the profit potential as what we are discussing is how much will AVCT SP be, or go to.

Personally I think the risk is worth the investment, but we can't on the one hand say as you do:

"... this is also a junior bio, which has certain element of risk and many might have been de-risked etc etc... but bio sector is high risk and if you are risk adverse then why are you invested in this sector in the first place?"

And then others decry any discussion of the risk.

Anyway, although its fair to say we don't know what is happening in every corner of the bio pharma world we do know that there have been great strides in combatting cancer and billions are spent on improving it still every single year. Its not as though this is an obscure backwater or research.

We all hope that AVCT will play a prominent role in this fight but to me, imo it is the competition in whatever form it takes, that is the greatest risk to SP appreciation given it is already valued based on its metrics with a certain amount of success built in.

On balance I am happy to be invested acknowledging the risk(s) as I see it.

Don't be so difficult? we were discussing risks. I discussed them.

I am not aware on any other company doing what AVCt are trying to do.

On the other hand 3 years ago I wasnt aware of AVCT. so whats your point?

It really is impossible to discuss anything here without stupid replies and abuse if it is not to ramp up AVCT.

Still, 3 sleeps to go... blah blah blah...absolutely pathetic

Well then forgive me Don but when you say "As far as I am aware neither you nor anyone else is capable of providing a specific example and this is what I'm looking for and something that we could all debate."

Why did you ask the question if you knew there was no answer?

If you want to look at risk then my response was fair. To ignore unknowns but at the same time be aware that annually Billions are being spent on general and specific improvements from a raft of companies that do succeed to some extent or another is clearly a risk to the commercialisation of what AVCT is trying to achieve.

If you truly do not think what I said was valid then clearly you are stating because you and none of us know, there are no specific public alternatives, there are therefore no risks to AVCT's product.

Do you think that is the case?

Money my point was on efficacy. That was the 2nd part of the trial that has been accelerated so I am with everyone else here. I think it "works" but the market wants to see the data first. (it could be the improvement is not "worth" the extra cost?)

But as said I see it as a risk to success but not the greatest one

To state the obvious DTW, but you have asked:

Efficacy.: you answer your own question but, it is only on a handful of patients so far and that part of the trial was not looking at efficacy. We do not know how effective yet it is in medical measurable terms. Several promising drugs can fall at the very last step. Although this does not apply directly to the platform, the point of the platform is to increase efficacy, so while it reduces side effects if it reduces efficacy then that would be a problem. The data to date shows at least some results where it really does "work" in the way we all want, but clearly its too early to tell otherwise the trial would be completed already and a bid would be in.

No "Obvious substitutes". Well who knows? Thats the unknown unknowns. We do know there are many cancer trials taking place and more every year are launched. It would be difficult to know much about them and although BP have not cracked it thus far, they spend £b every year to secure effective improvements and indeed do.

My view and it has always been, is that that is the biggest risk. It will be competition or a new approach that beats AVCT to the punch and that it will come out of the blue. Thats why I am always looking at the likely time to market. imo its crucial, critical and the biggest risk and by some way.

Donkey, I was asked a question, I answered and explained why.

If we are all so full of doubt (as you so succinctly point out ) why is it fud to air the uncertainties that still exist?

Why is asking any questio here fud?

What sort of conversation do you want on these BB's?

Just inane, banal boring, never ending threads of "3 sleeps to go" , "size buyers in NY" ...... Great.....

"We have been told it works and better than expected and even seen some tumour shrinkage ,"

Ok, so how well was it expected to work so we can put that improvment into perspective?

Why did tumour shrinkage only happen in one case?

Are results variable and if so why?

Do you ever question anything?

Ice, you asked me "What value do you put on the FDA approving AVA6000?"

I have no idea. None.

I don't know if it will get approved, I don't, assuming it does, know when it will get approved, I don't know when it is approved, how effective it will be, or, what actual profit margin and amount of sales will actually take place. I don't know how long it will take to get to max sales and profits, I don't know by then, if there will alternatives that eat into that market.

What I do know there is potential and therefore like you the risk reward seems worth holding the stock.

Clearly my approach differs to some or many here, I think time is a critical factor in maximising investment returns.

I am encouraged by what seems a shift in timelines recently, whereby the penny may have dropped that there are many alternatives being developed with varying degrees of success.

I always thought if successful (whatever that ultimately looks like) that a buy out will come sooner rather than later. £5b will do fine thank you. Given the amount BP is prepared to pay my arbitrary figure seems at least within the realms of possibility.

We know it works in the sense that the wrapper keeps Dox inert until it hits the Tumour, we know DOX gets released around and in there. What we don't know is how effective it is. Thats the point of the trial. If it was already so obvious , so clear cut, the data would have been released before now but it hasn't.

I am not assuming anything negative in that because trials take time and this is part and parcel but at the same time these forgone conclusions here of huge success are based on wishful thinking at present.

Science day do not move the dial, (think about that) and indeed the SP had been stuck around 100p give or take the occasional spike.

The catalyst (imo) for the recent SP increase has been the intention to have the data out this Q and to push on more rapidly and decisively than before.

Which i think is very very positive.

I don't where to start Ice: "The short term price is only relevant to traders." How short is short term?

According to HL charts 10 years ago the SP was about 95p there has been dilution since then so probably the SP hasn't changed much but it has moved up and down in between.

"LTH’s fully understand the real re-rate will happen once the FDA approves AVA6000 which will in turn give the entire platform some official credibility."

What if it doesn't? If its nailed on why haven't they done it already, what are they waiting for?

"Of course you can trade in and out as much as you want on short term news flow (gambling).

Your premise only works if it all turns out ok., If AVCT produce disappointing news what then? And if they are not then what are they waiting for? why did they not stop the trial after DE1 when they knew it worked?

You are only correct if your assumptions prove to be true.

Bitl, what is "value?" How does the market assign value? When is value ever correct?

Is value based on what is (financially) possible, what has happened in the past (latest results) or guestimate on (currently) what may be taking place?

For there to be a market there has to be differing opinions of "value" and both can't be correct.

The value of the company is assigned by multiplying the SP by the shares available.

Its largely arbitrary (in fact.)

I think the SP will be pretty stable now until the news is released as once we get to this stage. (ie decision time...this is it really, if its commercial shows or not?), then normally there is a sell off as lots de-risk to some extent or other, however as this has been so disappointing to date there has been little chance to de-risk other than around the margins and it has all been unforseeen. delays.

Even today after the initial surge, it was quickly sold off.

So i think that those who are going to sell have done so. likewise the buyers who want to get in I would have thought are already on board.

anyway, GLA

Joe, you've gone somewhat rampy?

"Helium One plans to commence a downhole sampling programme shortly, using a Baker Hughes Reservoir Characterisation Instrument that is designed to obtain gas samples from identified zones of interest under reservoir conditions. If the sampling is successful, Helium One have the capability to transfer and evaluate these samples at the wellsite using field pressure-volume-temperature analysis in order to determine the gas composition."

How do you know this will be done by Monday Tuesday? Why is tomorrow, Thursday the last chance to top up?

The RNS was full of caveats, (If's, When's and Maybe's)

I agree Legal, it was a "reassure" RNS.

Some good news inasmuch as the news could have been worse, so, good to have an update to see exactly where HE1 is, but as you say, quite a bit to mull over.

Your analogy DF suggests you don't understand how TA works. (It doesn't "predict" anything", it simply uses crowd psychology as expressed through SP movements, to suggest what moves is most likely.)