Member Info for wyndrum

Don't think its us Dafad as the review did not highlight battery performance and it was identical to the Apple competitor. (unless they both use us! ha!)

Anyway (hopefully) we will know soon enough

Seems we are all at it....

But I agree, the results are starting to look conspicuous by their absence....

Market is getting twitchy

You can take that "so what" view, but to me at least, maximising profit is extremely important over the longer term when you expect and need to compound profit to work then, easier, for future investments.

Its this same view that dismisses time as an important factor in returns that ultimately can prove incredibly expensive.

Each to his own

BV, I think it might be safe to get the Pom Poms out now.

The RSI is a bit toppy again at 73.1 but given the momentum it could go further into the 80's.

Given the 64.5p was the old resistance and held things up a bit this week, that would from here be the natural retrace to unwind a bit, however, if there is enough momentum left then its the high 70's low 80's that could be the stopping point with then a retrace down to around where we are now or a little above.

So, before everyone says " great, it could go up or down!", it ALWAYS can go up or down, The trick is seeing what is most likely.

I mention the two options because for top ups and/or new buy ins, (and sellers) why now and not wait for a 5-10% retrace?

personally I tend only to average up and as a result have been playing this on the way up, most recently, including earlier this week and yesterday too.

I think there is reasonable argument for a small fall from here, but based on my experience with the RSI i tend to worry less about it being oversold until it is the 80's. So I bought in at 70p yesterday. I know this could be the the wrong decision, but imo based on my experience I believe the odds to be on my side that there will be further rises and this will be in hindsight a "good" place to top up.

If I am wrong the fall should only be about 10% and in a stock like this it could move pretty quickly, so this relatively "large" risk, which allowing for spreads etc is nearer 15%, seems worthwhile to me.

IF,if, if, the CC comments accompanying ESMO and with Dr Tap's comments, who CC particularly referenced, which means the script is already written, so odds-on, must be good, should allow a move forward to the old 98-102p range and then we will see how funding is going to be arranged from maybe around that level? But thats a ways off yet and there will water under a bridge or two to consider before then I am sure.

Nigb, that for me was a positive sign today, normally on reasonably sharp moves it gets sold off near the end so as to bank the profit, however when it maintains the day's high it more often shows the buyers have slightly stickier fingers.

The petty small mindedness of so many here who only care about insulting individuals rather than discussing the latest new info.

The interview was new. The actual update without the interview would have only depressed the SP as the need to fund is now pressing.

We have had 4-5 years of stuttering one step forward, two steps delayed, so being very specific now on timings of further updates and all the rest of it looks to me the best sign of success ever.

But hey, all you clairvoyants knew that at 285p

For maybe the first time it sounds like AVCT has turned the corner.

What I took out of the interview was the reply to Investor relations and the fact that CC said all results and updates will be augmented with interviews and extra info. Given there would appear to be a genuine "data-rich" near-term calendar of events indicates to me that you would not commit to all this supplemental info unless there was good (potentially very good) news coming in these updates.

The other point was this "new" avenue for the tech although that's a little ways off. This would appear to be a big revenue stream that was not expected.

Certainly CC could not have been clearer that the future, is indeed very bright.

If its not hyperbole then things are going to move very quickly it would seem.

The SP has gone up after a (usually) dull RNS? :0))

Roll on 185p!

"How our thin-film cells could power the near-future of intelligent devices!

The rapid diffusion of artificial intelligence from cloud servers down to tiny edge devices, such as smart sensors, drones, marine technology, wearable medical devices, asset trackers and autonomous robots, is transforming our approach to power.

AI workloads are characterized by short, intense bursts: tiny inference bursts on battery-powered sensors, heavy instantaneous draws in robotics motors and actuators, and brief but intense peak-power demands in communications and data collection.

Supercapacitors, which are electrochemical devices capable of accepting and delivering charge orders of magnitude faster than conventional batteries, are uniquely suited to address these short-duration, high-power challenges.

At CAP-XX Limited, we are playing a pivotal role in this transition. Our ultra-thin, prismatic supercapacitors are perfectly primed to support the needs of powering AI, putting our products at the forefront of this monumental shift in the digital age.

We deliver high-performing supercapacitors for the next generation of electronics and Lars had the pleasure of meeting with Barbaros Oezyilmaz from the NUS in Singapore to discuss this topic!"

Don't think you will have to wait for Friday for AVCT to be 60p-70p.....

I agree anything is possible Chris.

"ambiguous implies an unintentional lack of clarity, while equivocal suggests an intentional attempt to mislead, deceive, or avoid commitment by using language that has multiple interpretations."

HG, this early in the trial I don't think unequivocal is likely. What I don't want to read is ambiguous statements of the progress to date.

Well, I imagine Schuter care about the SP as do major shareholders.

And there has been significant progress although you seem to ignore that aspect in you analysis.

Why would more distribution channels be put in place?

Why would Schuter take a stake?

Why would Cooley?

Why get a design win if not to some advantage to the company giving out the win? Does that not imply progress for CAPXX?

Although i have no problem with a sceptical view, and in loss making companies that is a very prudent approach to take, your view seems a bit one-sided based on the last 6-12 months circumstantial evidence.

Touk, the SP will tell you what's going on.

I still think a RI is more likely than not to fund (or be the majority of funding) for AVCT for the next 12 -18 months.

It will have to come with the p1b update to get it away without a SP crash I think. (If it was just on its own with the now, normal, BS, sorry warm, words, then I imagine the market reaction will be pretty poor).

However CC has said there will be multiple updates in the next 3 months, so it is imo more likely to be the former but the results will need to be good and not really not that equivocal.

"... but in order to keep going they have to secure funding and in my opinion it has to be sooner rather than later with the cash runway actually only taking them to Jan not March if you do the numbers hence the need to raise £13m by mid Jan."

Blimey... that's what I call insight....

I imagine they want to combine news with the results. My best guess is they are waiting to reveal the design win company and a positive update to offset either a cash raise or I think more likely, just at this stage still low income and to reassure that those now, historic figures will be meaningless compared to what's happening now.

I just think an update into a vacuum on no further info of the news of the last few weeks and months would be bad for the SP.

Fingers crossed anyway...

Thats why I asked Nlgb, when you assume .....

Also I have seen such poor "advice" such as, for example, " its never a loss until you sell" etc etc etc and all the emotional crap that PI's (typically), fall for ,that I still have to ask the obvious question(s).

Like all "smart" people" they think they are immune to scams, emotional manipulation, et al, and as this BB has proved (and is typical as opposed to unique), yet parrot and display such emotional responses to what should a more rational, analytical approach that it is no wonder so many lose many over the long term rather than make it when running their own portfolios.

If you described this company and their history, to someone who had never heard of AVCT and also included the failure rate of new small bio-tech co's, would they buy in? would you?

So why do we? Its interesting if you are prepared to peel back the onion....

" The strategy of an experienced and successful investor is to pick a share and invest more each time the SP drops (to average down)"

Are you serious Touk?

That works if the selling is for no reason and its just noise. When do you know the difference?

I prefer to average up having already got in at, what turns out to be a good price, then when news perhaps corroborates the story, buy then having less risk being the cost of the higher price.

The averaging down "method" is either noise or there is a reason, neither option seems a risk worth taking on an already loss making position. (just my take dyor etc etc.)

So it is all about the money after all?