Member Info for wyndrum

Marik ,10 years ago the SP for AVCT was 100p.

Marik: "Alastair has done a terrific job. "

Has he? What is his job? (I think it is unrealistic to think his day consists of wearing a white coat and beavering away with a microscope and a couple of test tubes and logging the results and then quickly pulling on a shrumper for a quick chat with Giles or Paul Hill and then straight back to the lab.)

As CEO he is responsible as a listed company for increasing shareholder value.

The SP is about where it was when the back door placing was announced at 120p over a year ago.

Or to put it another way, shareholder value (given there are no dividends) has remained flat in spite of all the ties up's and licensing deals and test validations to date

If you really want any sort of confirmation of how poorly the company has performed over the last 12 months for shareholders, then re-read the "final results" RNS in April. Look at the forecasts and see where we are today.

Whether we like it or not, his role will start to become under close scrutiny I think, if there is no breakthrough in income this year.

it's not been a "disaster" of a year but certainly very disappointing and the buck does stop with the CEO. Where AS has made his role much harder is the self imposed missed deadlines that are now so endemic that his judgement of timescales is simply no longer believed. This is not a good place for any CEO to be imo.

The communication from the company has been inaccurate for shareholders and an argument could easily be made that it has been in fact misleading. Again, its a poor reflection on the BoD, particularly as no missed deadline comes with any sort of detailed explanation as to why.

So, I don't think, as a shareholder, AS has done a great job..at all.

As it came back to what I think is a significant level (21.5p) I have struggled to add. In the end I had to buy tranches of much smaller quantities. (I thought I heard him say 10.6% btw)

I would have thought this latest interview would reassure the market and I suspect that the recent slide has now bottomed out, supported in this interview and from a TA perspective. (DYOR)

I don't know if this will help anyone but my take on RNS's is that if you can, you have to take your individual bias out of it. By that I mean if you are an EVE shareholder you are naturally looking for all the good bits and will look to excuse the "bad" bits .

So with that in mind:

Is the increase in sales what you expected or less or more?
Is the cash burn what you expected or less or more?
Is the push to France what you expected or less or more.

And use the same questions on any other key indicators you believe are …. well...key.

if the majority of your answers are better than expected then it makes sense to buy on any fall (if you have funds) if it has been exactly as you expected, then the fall in the SP is disappointing but again could be an opportunity to top up or at least wait for another update (in sept).
And if its less than you expected then you can at least understand the fall and at the same time perhaps, re-evaluate why you are invested in the stock.
Just my 2 cents and please ignore at will

It looks like another "steady as she goes" update. Can't see the SP doing much one way or the other. Not terribly impressed that revenues in France decreased (albeit before the new push). Cash burn, nearly half used up but that might be ok due to exceptionals but it increases chance of fund raise.

Earlier last evening here Friday RNS's were mentioned and as soon as Eve announced they were reporting on a Friday it is sometimes a red flag but I did not want to say anything at the time, but this is not, I don't think a " better than expected" update.

It still looks high risk to me....and more waiting for confirmation of the turn around....!

Hi D, I may well buy in on the RNS. I think I have said before, but when I close a trade (win or lose), its done. My very next trade might be the company I just sold but if I feel something has changed then I am quite happy, to what on the face of it might look odd bordering on bizarre and jump right back in!

On the RNS thing: I think its hard to make money in this game consistently and it does feel as though the odds are stacked against the PI, so anything that we learn over the years that starts to become a bit of a theme is always worth sharing, I think, so others can then judge for themselves if it has any merit.

I know I stoked up a bit of a reaction on another board today and I am very conscious that I might be way off beam, but I don't believe CEO's of listed companies leave much to chance if they can. And if they can orchestrate want they want the market to hear they most certainly will, however nice they come across. (Our dear, beloved CC excepted of course! ha ha)

Anyway, patience to be rewarded tomorrow!!!

well, its a bit grim actually. the best I can see is that 289p ish is a resistance level but the downside is potentially awful.

Lets hope it get back above there and stabilises above 290p otherwise its....well I won't say because it seems too unlikely.

What is notable is that this is about where the SP was in June2017.... 4 years ago....

Well, my fingers are firmly crossed for you all. Good luck!

How do you feel D? relaxed nervous ,excited, confident?

Drshan, we may be at cross purposes, Although I don't think we live in a police state in the accepted definition, I do think we are more controlled by the state than most realise and have accepted the decline of freedoms over the years with pretty much open arms and now take it as normal. (Anyway, basically I think I was agreeing with you)

Sorry gem. I should have highlighted the ironic bit....

Ftse down .69%, Aim down 1.81%, Boo down 4.33%.... whats your point exactly?

HKK, its very, very expensive if they get it wrong so most shorts are based on real info as opposed to just miraculously "forcing" a SP to fall. You sure don't do it on a whim!!

Drshan "don't, and will never advocate any move toward a police state,"

I think that ship may have sailed.

Free speech?, free press?, open govt?, thought crimes, 3rd most surveilled country in the world.

Whats missing in the UK that a police state has not already got? (Id cards...?), Still, at least we aren't asked to snitch on our neighbours... oh hang on....

"200p would be crazy" it certainly would seem to be from here, however the PE ratio would fall to the low 20's which might be closer to its value if growth is slowing down?

As I have said previously, if, ( just if) the lawsuit was successful, the reputational hit would be pretty hard in their biggest growth market. That I think, is fuelling the lack of support and drip drip falls that are now bedevilling this stock.

Many posters here don't seem to be able to value a stock and only relate to its SP movement rather than understanding that its current SP is a future expectation of YoY increase in growth, so 25% this year and then another 25% increase on that increase. Its a tough trick to pull off year in and year out.

I suppose if we had to take a vote on what is most likely : ie disappointing results or better than expected results, or steady as she goes results, it will probably be number 3 and therefore not much change to the SP and we have to wait another 6 months!
More seriously, and this not a criticism, but the last 2 updates CC has expressed caution about the forecast outlook as it is too difficult to predict in the then, current circumstances.

Has anything changed to allow her to be more confident for the next 6-12 months? That (along with the actual figures), will be of importance I think for SP appreciation and to break out of the trading range its been in now for some time. GLA

Investing:, when you say the buy the dip, did you mean this one, or the previous one, or the next one?

Bella, the only issue I have with that scenario is that given we have had the sharp fall on "No News" (well, it started on the presentation but lets park that), then any tie up that has leaked should have buoyed the SP up, not caused it to more than halve?

Zoom, yes even if only "in discussions". However if it was very "informal" then maybe? (perhaps that in part was fuelling the rise to ATH's, and then talks broke down and the caused the fall? (Complete speculation obviously)

I do think the silence is telling however, I just can't come to a settled view on what it means.

On the one hand I think the fall is too steep without bad news behind it, in which case it should have been reported by now in an RNS? More likely it can be the market just re-valuing the likely (reduced) income form any LFT that AVCT sell due to the non reporting of any major contracts thus far. Plus whether or not my guesswork about the need for further funds is right or not, you don't short a share over nothing. There must have been info that Jupiter has/had that made them confident enough to short the stock. That's the Bear case

On the other hand with so much news potentially to fall "shortly", is the silence due to the "imminent" release of an RNS that will re-stablish AVCT's potential and therefore this fall will be seen as very temporary and in hindsight just a marvellous opportunity for new investors to get in or current holders to top up? (The Fall looks done I think (not entirely convinced), but if so, it looks as though 120p was the target price for the short, therefore the bounce is likely due to them unwinding the short.)

With so much work done on the LFT, now with all the hurdles removed to selling it, ignoring my personal reservations on ultimate demand, it seems inconceivable that global sales (incl the UK) will have, at a minimum, a materially positive effect on the balance sheet. And if MEDUSA or AVCT drop an RNS saying home use granted I imagine the SP would straight away go back to 275p as a minimum and then everything is all of a sudden back on the table, all to play for. That's the Bull case.

But which is it? lets hope "Silence is Golden"

The "problem" with this and other crypto's is that it is predicated on it being a currency.
If not then the company and stock is worthless. That's the risk profile.

I do not see how it works as a standalone currency with no regulation so that Tax cannot be claimed/raised on transactions.

It is not coincidental that it was born from criminals wishing to get around traditional currency identification and tracking.

If the argument becomes that Crypto's will need to be regulated so that govt's can tax transactions and that anonymity is no longer allowed then it becomes just like any other currency but without the "fiat" status, and thats assuming the wild swings in its value calm down.

Even if all that happens, once the wild swings do stop then ultimately ARB becomes a "printer" of bank notes effectively. Only its very expensive to do that.