Member Info for wyndrum

Thanks for the replies

Har & KK: if you believe that the odds at best are not in your favour (due to the way Aim works), why don't you buy stocks in bigger companies on the FTSE for instance? and not bother with AIM?

This important I think: Just because "you" as an individual, can't see the reason for a drop in the SP does not mean there is not one.

It should not be assumed every fall is due to a rigged market should it?

The amount of people here who claim with such validity that the AIM market is rigged makes me wonder for their sanity of investing in said market!

Is the rationale that the small PI is somehow smarter than the rigged game they choose to invest £000's in?

It defies any logic in my book......

Ray, the SP is not the same as the company. As some posters have quite correctly observed, the company hasn't changed when it was 275p a share 3 weeks ago and now is 135p

I am not a lover of analogies, as invariably they more often muddy the waters rather than show any extra clarity.

You can howl at the moon and say the SP should be 500p but if the day comes when you want to sell and its 135p, then that's what it is. The SP is the be all and end all.

I like what AVCT does, but that has little do with the SP on any given day. That why I pay more attention to the SP than the company.

But its not everyone's view, and that's fine with me.

Petch, fwiw, I think this update is all about cash burn and what the bank balance is.

I also think its a difficult read for the market hence the impasse on the SP. Fingers firmly crossed its good news. (If CC is as good as we think, then I expect the potential of a small firework display on Friday!) :0))

This just spit ballin…
If the lawsuit is beginning to become a "real" problem then what action should be taken?
Obviously the amount involved is not critical ($100m) but as I said yesterday for such an important market the reputational hit would be very serious. Put that together with the previous scandal and I wonder if there would pressure on forcing out the family directors/owners?

You would get them to stand down and the new management would settle the lawsuit, draw a line under all the past events and basically say, "we have moved on and under new management things will be done differently (or words to that effect, you know what I am getting at.)
They (the family directors) would still have their shares of course (and maybe then they would want dividends to be introduced!)

But if the SP continues down this path then I am pretty sure this type of idea will start to be mooted from the big investors.

If this goes wrong (the lawsuit), then Boo could, I think be in real trouble. I don't know what chance the lawsuit has of being successful but removing the people at the top responsible may turn out to be the only option to get the company back on track?

Is it possible?

epping "Annoying when a boring whiny deramper with an agenda constantly repeats himself isn't it."

And you don' think that could be ever levelled at you in the way you respond constantly, never endingly, in your child-like way to anything I ever say?
Obviously you won't, but that's the fun part, the irony is delicious and gave me a good laugh, so thanks for that on a pretty miserable day.

Mowzer, thanks for highlighting the distance (in your view ) between me and NDN because his tone and opinions drive me nuts too.....

It would seem to be the lawsuit action that's driving the fall. It can't be sales as they are constantly improving along with profits. BH seem to be complying with all regulations regarding the slave labour story so it does not leave much else.
It could just be a simple re-rate that growth isn't quite as strong as expected but it seems a bit harsh from where they were (400p plus now 25% less).

I think the lawsuit is very tricky because how do you rate BH if its successful? They can afford the cost but what about the reputational hit?

The problem is, say its 50-1 in being successful, if the lawsuit does win, then what are the shares worth?

The FT article regarding the emails are on the face of it pretty damming. Can somebody get PP's take on it please as she reads the FT as a major source of research?

HKK, chart wise it depends on where it closes today but if it stays under 305p I would have thought it will test 290p next. Given that's not very far away, then its 265p and 250p (250p is a big deal). However there is a lot of water to pass under the bridge first and who knows, it may rally and close above 305p and just still be in its trading range of 305p-331p

Agent B "I suppose the point is that if the testing regime had been green light a lot sooner, we could have kept infection rates down..."

Actually reading that made me think: I wonder if it would? Testing does not cure or stop transmission or infection, so yes the spread would slow, but given this delta strain seems particularly virulent then presumably the spread would be slowed down (ok, good), but to what end?

It will still spread but more slowly and what's the benefit of that? less immediate cases to the NHS, but ultimately it will just spread the load over a longer time period. So it (i think) comes back to a policy of living with covid in such a way as to not overwhelm the NHS.

If the govt (rightly or wrongly), have concluded that the current round of vaccination has achieved that outcome then testing falls right into the background as a priority.

Its a different policy if you want to eradicate Covid but then does nor seem today, possible, I also understand the argument that testing might slow variants, but I am not sure that's feasible in the current global environment in that sooner or later they arrive either through outside transmission or just mutation within the country.

Right form the very, very begining our govt (and other govts) recognised was the immediate danger of their health systems being unable to cope. All policy has been designed around not letting that happen.

Curing/halting Covid is not the priority and never has been. If by doing either of those 2 solutions has been attempted it has been only through happy coincidence to the main and only objective. "Saving" the NHS and out govt doesn't care how many of its citizens have to be very ill or die for that outcome.

PL you are on fire today, check out the link I posted a day or two ago for potential signs that a company might be bought out. (The current short actually, is another one)

So try and keep up and just not repeat what others have already said as I know you hate the same old posts just being regurgitated.

well done PL, as usual you come round to what I already said.

Sharebel, as I said, my opinion was that personally I am not convinced this short will work from these levels. However investing success is always to keep an open mind and use the rules to the best of your advantage.

The question you seem to be avoiding is why would anyone short AVCT if it was such a brilliant company? Can you think of any reason(s) why the SP has dropped so far so quickly or is it just market manipulation?

It is neither here nor there what any of us think about shorting, the fact is it exists and is perfectly legal. The shorters are putting their money where their belief is. They may be right and make money or they may get it wrong and loses a lot of money. They simply have a different opinion to you.

I don't know why some get over excited about "shorting". Its a part of the game. If you don't like it then why are you investing money on a market that allows it? Its akin to me to playing in a football match and then complaining when the other side get the ball!

It was comes across to me as quite a childish response, along with MM and the rest. This is the stock market, you know already how devious it can be. Either suck it up or invest elsewhere.

The fact is a short will only "work" if the company is overvalued. It simply accelerates what would have happened any way. Right now the market is dubious on sales from LFT, as a result they are revaluing the company. None of us know what a non-lft AVCT is worth but it looks as though we might find out soonish.

If a short is "manufactured" then it might still force the price down as the herd rush to sell to be in front of further falls, but if the underlying value is there, then it bounces back pretty quickly. And always remember at some stage the Shorter has to buy back the stock which normally produces a bounce.

So perhaps if timed correctly, an opportunity will present itself to buy in in and around the low.

Personally at the moment, I am not even sure this short will work from these levels. DYOR

Ben, did you ever get the book? If you did have a look at page 184p, see what you think. Each to his own but I have acted on it. (I will also use a stop to minimise any losses if i am wrong)

clearly the recent welcome rise has broken through a couple of resistance levels with 4.70 being the new support and below that 4.15p. Its pretty choppy through the 5's but in a perfect world 5.4p looks to be the next target, and if that goes fairly quickly I would expect momentum to take it to try and take out, or at least challenge 6.5p. (RSI is highish at 67 but plenty of room for further gains presently.) GLA

I am not remotely baiting you Epping, i have never been rude to you. I simply asked you a question which you refuse to answer.

Thats ok thats your choice, but don't blame others should your offensive posts be reported. Its you that types the vitriol, not me. But that does seem a theme to me that you blame others for everything rather than perhaps take responsibility for your own decisions.

so no conversation then, on an investment BB you are not actually prepared to substantiate your view? (and not for nothing, you post here way, way more that I do, so who is it that does not have a social life?)

Epping as you are always so quick to dispaarge absolutely anything I say, can I ask you what would make you have doubts about the LFT?

Not only is it not around the end of of Q1, or Q2 or now Q3, but according to MM, now Q4. MM, is also penciling in no UK govt contract as well.

If just for the sake of a conversation (forgetting the cancer side,) if there was nothing this year (LFT) except a promise of Q1 2022, would that still make no difference to you?

Its just that every time anyone raises any criticism you simply call them a Troll (or worse). Is there anything the AVCT SP can do to make you reconsider your investment?