Member Info for wyndrum

"can't envisage it's to impart anything other that positive news. CC is too smart for that."

Eh? She can only impart the results she has in front of her.

Hmmm, what I read was about half a dozen "hopefuls" and "hopefully".

(Hope is not a strategy, by the way. Looks like make or break time to the commerciality of the whole project.)

I don't see it as odd at all and in fact very necessary, Ferdi.

It pretty much is as late as it could be to keep to their pledge of giving the info this year. Whether leaving it to almost the very last day is positive or not will remain to be seen, however had their been no notice then every day with no RNS would have fuelled the rumour mill that there was going to be a delay and that would probably hurt confidence on the results being as positive as built up by CC, with a resulting fall in the SP.

Right now given she said it would be late this year previously, then I think she is trying to rebuild confidence for the market to trust what AVCT say timeline-wise going forward.

The fact is we all have no idea what was said and went on behind the scenes during AS's tenure. We don't know the reasons why he left. Was he sacked or did he resign?

To speculate about this and at the same time be very rude about him with this complete lack of knowledge is pretty unbecoming imo.

Is bella, Hurstbot?

Hi van, well the first thing I have realised its thats its a crap shoot so I am not sure how much wisdom will carry the day :0))

On a (slightly) more serious note, I always look at trades as individual transactions, so when I buy and then sell, I record a gain or a loss. The next trade might be in the same company and I might be buying in a higher amount quite soon after I just sold, but mentally it's irrelevant to me, that trade will win or lose on its own merits.

(I find it helps take a lot of emotion out of decision making.)

Anyway I am substantially up so far, so as much as I like to think i have my emotions under control, nevertheless there "feels" a degree of a free ride now.

The upshot I can do 180 turns very easily and quickly and not worry about it at all. (Mind you, it would be a different story if it cost me money, as I would have to look at why I kept getting it wrong.)

Well, there seems enough going on to make me believe again its not as far off as I thought...

So I have rebooked my ticket...

Oh, you are back again. I am expressing an opinion you moron.

And I have been right all the way along with my SP expectation that the valuation was being driven by Glactica when the SP was around 1p and that was the reason, when all those galatica updates made no difference to the the then SP as it was ultimately overvalued as rukwa had no timeline, no cost and no commercial potential realistically forecasted.

Now thats gone and the SP has fallen to a more realistic valuation based on expected income then there is a much better chance of SP apprecoation.

I have written off Rukwa. (We still don't know after years what the commercial potential is since the plans were produced and its seems to have completely stalled.)

On the other hand we SHOULD hear this month another delay at Galatica.. (just kidding), No, sorry, we SHOULD hear about production starting and HE1 actually being a Helium producer!

The SP (imo) has indeed written Rukwa off and I would not be surprised if HE1 are trying to offload it. I am sure it would help the SP at any price as then it reduces dramatically the need to raise future funds to pour down that very, very, deep hole.

Anyway, all being well (thats an oxymoron if ever i heard one), I expect SP appreciation pretty soon this month

Not any more Stu,

They may well do of course but my expectations based on the lack of actual confirmation of the previous news and lack of forecasted sales and slow (relative) growth this year point to the all too typical hype and lack of delivery that newki predicted.

I have already reduced my holding as the chart has become bearish at various intervals but will jump back in if/when the chart/news dictates but actually this just stinks of over hype by the Bod as so many aim companies tend to do.

I thought that no BoD could be quite so effusive without real news backing it up. The Jury is clearly out as to their honesty.

"They've said that they're comfortable with forward looking funding options.

That's good enough for me."

Hmm.... Every aim company exagerates the positive and stays silent about any delay/missteps/bad news

I agree on all counts.

It's looking to me, in the absence of any info, that the design win was not translated into a commercial win.

Chris, I think your post is accurate in its analysis.

The point however you don't seem to accept, is that the majority of this type of business (small loss making bio tech with promising new therapies), either go bust completely or cause very large capital depreciation for the holder.

As a result to be cautious or even bearish on the future outcome regarding the SP is both logical and prudent based on the general history of these types of companies.

Indeed AVCT was/has followed this trajectory since its original float.

Further, the recovery has only been on the back of what seems to be a more favourable finance scheme that was introduced about 6 months or so ago.

This was not forecast by any here and had it not taken place to all our surprise, then where do you think the SP would be now?

The majority of LTH's here are underwater and have been for many years and part of the investment game is not just not losing but maximising profit.

The years of loss endured is compounded by the very large gains that could have been acheived in much much less riskier stocks.

To remind investors here of these inconvenient truths should not be a post of criticism but in fact the opposite.

Reaps, we are rapidly accelerating to the end of this cycle of civilisation.

They come and they go... Its the natural order of things it would seem.

Flip, apologies to you for your observation in my unjustified generality, in my defence I take abuse for just about every single post I make irrelevant to its content, so I tend to cast the next widely. (But your point is noted)

I often get lectured by my very smug, superior opponents about how I am just in it for the money (which I am) whilst ignoring their entirely similar motives.

So I was not trying to be hypocritical,(in fact the reverse).

Where does AI get its info from?

Its off the internet.

How much fake news is on the internet?

This is not to discredit AI but simply be aware that when it comes to its conclusions its balancing all the news on a subject and it does not have the facility to sort completely the what from the chaff.

I am sure as its developed it will constantly improve, but personally its a worry as for me it will reduce critical thinking by humans in the same way that many younger people don't "understand" basic maths due to always having used calculators and never done it longhand.

Anyway, who cares, I am sure almost nobody on this BB. All you want to hear is how rich you will be by hanging on to the coat tails of the very clever people at AVCT while at the same time congratulating yourself with your investment prowess......

Looks good, nice retrace, good support.

Also this at last, looks like the last fundraiser.

Anyway I have jumped in this morning.

Look for a close above 2p to confirm a move to new highs. (IMO short etc)

It does feel like a raise is almost nailed on.

The crucial bit for the SP will be the statement that goes with it.

If there is still radio silence about the design wins then it could be a bit grim.

Certainly needs a bit of a lift after all the previous verbiage

Morning SG, not a fan of volume myself on stocks (or indices come to think of it.) It will be interesting to see how this pans out today.

The rise might be on the back of a hope that vat will be removed for tourists to generate a bit of growth?

All the promise of the future is built around a trial yet to start that has promising animal results.

This has been hyped by the BoD.

Whereas the actual trial in progress it has been insufficient to energise BP.

We have ample evidence of BP making multi billion purchases of what many think here are less promising/effective therapies.

In other words the excitement here is based on CC and her view on what they are doing.

In contrast we have AVCT with a history of a hyperbole and a failure to deliver thus far.

(what happened to the milestone payments? Is that whole strand of AVCT now dead? Does it work? Did it ever? Clearly it showed promise so what happened? There are imo too many here that gloss over the risks and just assume its all going great just because the BoD say so. If it was based on the data either AVCT would have been already bought or the SP would be much, much higher.)

Therefore its still all to play for, which is great, but victory does not seem to me, to be assured in the dismissive way any criticism of AVCT is countered on this BB.

Too many seem to think they know and understand the science and already seem to assume that there are no problems with the tech at all.

This might not be the best analogy but its like if the goal was to get more MPG out of a car and somebody invented an engine that could get 200 miles to the gallon. The only problem was it could not exceed 15 mph. So the tech worked but was not ultimately practical/or sufficently better than the current tech.

That to me, is where we are with AVA6k. Now, all being well it has been altered to be much more effective but we are 18 months away (again) as the trial may start in Q1 (march 2026) and then we may need to wait a year or so for results. Then it has to go to phase 2 then it has to be peer reviewed etc etc etc.

Unless it really is the holy grail. I think we are still a ways off before we can say that.