Member Info for wyndrum

Kallu, what will you do when ABF spin off Primark? (Sugar is likely to continue to fall in value as it becomes increasingly obvious it is detrimental to peoples health?

fairly predictable, given that the govt gave advance warning that tests would no longer be free in a few weeks, so it would have made sense for companies and individuals to order stock now rather than pay later for other tests (or even the same one).

It raises the question on whether the govt places yet another order with Innova to tide itself over....however if word gets out no free tests are available (even in the short term), then more problems for this cack-handed shambles of a govt to overcome.

Mais Qui Monsieur D, that is, ow you say... "a blindingly good idea!"

Dean could you paint the picture and price of boo in 18 months please?
What will the competition be doing? what will inflation be? where will we be globally in the pandemic? will the supply chain be stable? Will the lawsuit be over? What was the result of the lawsuit? What increase in profits will boo have over the next 2 TU's? What will the market be expecting? will it outperform market expectations? What will its PE value be?
So given you have considered all of this and more , what price will BooHoo be in 18 months do you think?, you know ,seeing as you are advising me to buy in at 272p?

I understand the dilemma, but through experience I would pass on that the pain at say, 210p will maybe be intolerable and you will end up sellingl at or around the very bottom (Although if it goes that low more is likely coming I think)

Kindness, you do have a choice. If you think it could or is likely to fall 40%, why don't you sell now rather than wait for that potential outcome?

This too for me has been an experiment unwittingly in Aim stocks, coming away as I have from FTSE350 stocks.

What has come across is that for all the DD the value investors do here on this BB for instance (and I am not arguing the toss on the validity of that so please lets not go off at a tangent), but when I read of other stocks they are also in, they all look very high risk to my (untrained) eye.

And the other thing I have noted is that these high risk stocks (which typically means the prospect of great gains or great losses), is that it attracts the Gamblers (and I don't mean traders per se)., I mean gamblers, which in turn leads to, due to the small cap stock they generally are, disproportionate swings in the SP.

On top of all of that, I have been very careful (in my own choices), to keep very few stocks on board because I can't see yet, how the pandemic will resolve itself. IF we go into another global lockdown or at least reduced economic performance, then most sectors are affected, banking, mining, travel, retail, manufacturing which is pretty much everything!

So I am not the least bit surprised on your outcome unfortunately, and I hope they pick up in due course for you, but I don't think its AIM that is the problem, I think is the type of person it attracts that buys Aim stocks, if you can see the difference?

Apre, the TA chart has been awful, so whats the point in discussing it here? (The fact it might have helped some save money is also neither here nor there on this site.)
Likewise when and if it turns, why would I share that now as all I apparently do is convince people to sell so as to have cleverly manipulated the SP's fall from 275p down to hear via this board.
(Lets forgets the times when I have suggested the chart looks to be in a rising trend as that clearly contradicts the view some have of me here, and the last thing we want is for anyone, for any reason, to change their mind about anything AVCT related.)

I asked the question simply because most here think the profit margin is about £1 per test. Do they think that is likely via the gates foundation?

This is meant to be an investment BB, the profit that AVCT may make from the conjecture and speculation that a tie is either done or in the offing (is it us?) is important to the SP don't you think?

Or perhaps you don't and you would just rather very childishly call me names ?

What are you so afraid of?

UN, I think it is a very valid point. The only thing I guess is that EVE have tied their flag to the French Mast by identifying it with profitability so it may take on a disproportionate weight when looking at the overall picture?

D: This where your french TP reviews could be of great importance in giving shareholders here a heads up?

Any views what the profit margin might be if AVCT are supplying Gates foundation?

All of what you say is true D, and as I mentioned I have got my backward looking glasses on.

Certainly I think the next TU (when we have said that before?) will shed the light that we need on this.

An 18% sales increase is pretty good I thought and yet it still doesn't seem enough isn't enough to generate profit to spend a quite small amount of marketing in France? Is the cost of sales increasing do you think? (ie the overhead to get the customer to click on and buy the product).
I think what prompted my post this morning was the further reflection that French sales decreased by 8%. I know they have only just started the push but I thought he market was form Eve's pov, already flat, so I was not expecting any deterioration in sales at all, and perhaps a very small up-tick just to show even at this very early stage, sales were responding. The potential (downside), is that if they are not going to spend very much more money (which I think they said in the update they wouldn't), in marketing then to turn around an 8% fall will take some doing?

Ultimately I guess the fact is today, there is less money in the bank and profits are still aways off hence the SP fall?

We know the Bull case for Eve and understandably the majority believe in it (otherwise you would not have bought the stock), so this is just an alternative view.

The year end Eve said they could trade profitably now if they wanted to but wanted to develop the French market. I am starting to think this may of been an error or a smoke screen.

With some hindsight now having digested the latest TU, while there is good news about expanding sales, EVE are now in the position of still not making money and now have £5m in the bank and not £8m.

So the position has deteriorated (which I think the SP reflects).

So with my backward looking glasses on I think it would have been much more prudent and confidence building if EVE had run at a profit just to show the market they can, and then went into the French market. To me, it seems really obvious to have done that.

This way round with still no proof that the business model works they have kept EVE on a "high risk" alert status, which then makes me wonder if they had a choice about France and it was just a cover to sales still not being enough (yet) in the UK & Ireland to actually generate a profit, ( or too small a profit to convince anyone in the market that a real corner had been turned.)

All supposition but it might be some sort of explanation as to why the SP is so low currently?

I am not sceptical Inchpo I just don't think your decision making was intuition. otherwise you would have known all this before you bought EVE in the first place before the latest update.

Bit whatever its called and however it works, clearly its a system that works for you, so good on yer. GL

Epping, I'm not screaming at anyone. You are a very odd person.

Perhaps you should take your masters voice's advice when he said "... I’m certainly not to blame for his poor decisions. He’d be better off taking responsibility and growing up. "

So he can wash his hands of his ramps but hold my views to a different standard? Somewhat hypocritical, don't you think?

Well done Epping, just putting words in my mouth to suit your biased view. (I never said "Trust me" did I? But of course you know that. Again your post betrays your own nature i think.)

PL, my opinion changes with the facts. There is no side to me at all. Its completely imagined on your part and you would know that if you bothered to read my posts.
Your statement, on the other hand, in your misguided and inaccurate description of me, actually reflects your only ever ramping attitude to the stock and as you so quickly said in an effort to wash your hands of the accusation you wrongly accuse me of:

"I don’t want to ever read the biased opinion of a vile scumbag actively trying to rinse money from others. The worst person on here by far."
and you can't see that fits you in you permanently and always ramping the stock.? But then when someone calls you out on your telling everyone nothings wrong and it will all come good:
"... I’m certainly not to blame for his poor decisions. He’d be better off taking responsibility and growing up. "

Perhaps you should take your own advice before, as usual, abusing others.

Morning D, that's a question....

Ultimately I guess its what the buyer is prepared to eventually pay for EVE. As a result the current price is irrelevant.

If they offered 7p then they and CC in response, would have to argue why 7p was fair value. If the company is going bust then you don't want to buy it. If the buyer thinks it isn't, then 7p, is too cheap. If the buyer is willing to pay 10p plus, then it makes you think EVE might be worth a lot more say 15-25p?

Although I think that is a possibility as an outcome for EVE, currently the turnover is too low imo for any major player to be that interested and in hindsight EVE should never have gone public. (Overall, i was disappointed in the TU only because it is just plodding ever so slowly in the right direction and I think from an SP pov it needed to be more dramatic.)

The latest update and I am sure the next one too, will be slow but steady progress, but what this means for the SP I don't know? 7p-10p in 12-18 months time assuming some profit is made, (given we are at 4p now and still losing money and a reduced cash pile? )
A pretty good potential return with also at least the chance of a takeover, but not without risk.

And there is always the chance they will go back to being a private company with current shareholders being shafted, (I think that is the term)

That's why EVE is intriguing. If it can surprise to the upside then quick, substantial gains are available but there are also obvious and definite risks to a worse outcome too. Over the last 18 months CC has steered the middle course and as a result nothing is yet resolved.
All just my opinion and DYOR

I don't think it was intuition on your part inchpo, if you expected the TU to be as it was then the SP would not move that much. Your expectation of the TU was based on you knowing about previous updates and the SP movements over the time you have been holding to come to that conclusion.

PL says: "... I’m certainly not to blame for his poor decisions. He’d be better off taking responsibility and growing up. "

This in response to PL always ramping the stock, Which is fine, but don't ever blame anyone or be abusive to anyone who posts a less positive view because it "might" make some people nervous and sell.

As for PL been well researched, my observation is, all he does his regurgitate others work and never puts in a counter, or potentially balancing view.
What he does do is when it becomes apparent that things are not going as well s first hoped he typically first becomes personally abusive, then ,.. yawns, ...then....professes it makes no difference at all to anything avact do related in terms of income.... and then eventually later, expresses a view (that others came to months previously) as though it was obvious and he knew it all along.

The reason we fell out originally by the way was that I expressed doubts on the speed that AVCT were forthcoming with their test (based on AS own timelines), back in July I think, and that other tests might be manufactured and that they could leapfrog AVCT. I also took a view, just prior to vaccines coming out, when it was clear in November the rush was on, that once vaccines were up and running testing would fall into the background. This also gave rise to abuse.
But yeah, he is well researched and respected.... maybe he is by some, but not universally.

I like AGL and right now at around 114-116p looks to be a decent entry point chart wise (DYOR)