Member Info for wyndrum

Why am I short and what difference does it make? Why are so many here obsessed with various posters holdings?
I have sold some of my holding and will continue to sell it down to about 20% of my portfolio What difference does that make to anyone? Why is it worth speculating on. And Just like Doh you have come to a 100% wrong conclusion. You think you are so insightful but in fact by being so spectacularly wrong you just appear very foolish (and rude).

I don't think it will make a difference Sparta. If you think the RNS was Ok then you will enjoy the video but if you thought it was vague then that's what the Q&A will confirm. Certainly I immediately watched it but came away with no further enlightened view than previously having read the RNS. (Plus and this a big deal now: Do you trust AS in these formats based on results to date, as much as previously?)

Mowzer, lighten up, please, it was just a joke.
We are "allowed" to post forever if we are ramping away, constantly, never endingly, however repetitive but say one thing neggo (or actually just not positive) then basically you are shouted at to clear off.
The drivel that is posted on this board cuts both ways, and as for perspective, well pot, kettle and black spring to mind
For goodness sake the SP did not fall 20% on the back of Good news you know!
This company still has great prospects as far as I can see but the covid income strands are now reduced in value (greatly I think). Whether any like it or not AS's credibility has taken a hit, both with the lack of updates and then when it came it was a stalling for more time, and it puts his personal share sale back in the limelight and remember, the SP has not recovered since that sale. And it is now clear he would have known about the delays when he made his sale. I have no argument with that as we have all had plenty of time to sell since then, but the co. rhetoric has not kept place thus far with the actuality of events and timelines. Buy, sell, do whatever you want but lets not dress this up as anything other than what it is and that's a disappointment on progress so far, which in turn, colours and puts a question mark over future expectations.

Doggy..
"Look up significant in the dictionary"
Is it next to "shortly"?

(And Doh85 you're 100% wrong, all I have done over the last 6 months is continually add to my AVCT holding. I mention this only to remind people not to be so "certain"on what they post when they don't have the information to make such a pronouncement.
You have an opinion of me (whatever), based on completely drawing the incorrect conclusion based on scant information on my posts. ? Do you pick shares like that? )
It is revealing also that due to SP going up last week the personal abuse was pretty much non existent. Today... not so much... Anyway, proverbally shoot as many messengers as you like and take a ticket along with Cest so you can rub it in my face when it all comes good (as I hope it will).

So i'm ok when I have positive posts but not so much when I question what might be happening based on actual RNS's?
Please re-read the latest week-end quotes and then see the RNS reality
Like I said I am still invested, although that's not important and absolutely drivel because nobody cares, except if you don't have a stake in the company you're asked "why do you bother posting, you twat"?
Anyway, good luck to all but I just think we have less chance now of £200 per share ex chin-ah than we did on Friday based on the CEO's latest market update, that's all.
(And I apologise to all and everyone if they think I have made any money in any stock whatsoever over any timescale.) I am beginning to understand a bit more of what it must be like to be involved in a cult.)

Well then DG hang on!
(I have been in and out over the last week or so, making a quick buck and now with renewed confidence that Covid will soon be behind us from a market perspective, decided to buy quite a decent chunk today.)
I think the SP is at a good chart level and do think CC has a good handle on what to do given the vagaries of the market and the things that are simply out of her control.
Demand for mattresses is still very buoyant, so EVE should be doing ok in terms of market share, the extra low priced lines I think will do ok and it really is crucial that EVE run at a profit, so I think reading between the lines, that CC has reduced overheads to really low levels just to get the bottom line done, even at the potential cost of sales. If I read this correctly EVE will have marginally better overall turnover (due to the non mattress lines), but a much improved gross profit resulting in an overall profit for the company. This what everyone, imo, wants to see, a profitable company. From there you can start to increase turnover in a more aggressive way, but I like very much the explanation of how advertising online can be self defeating in the cost.
Once EVE demonstrate profitability their credit line increases and the cost of money should lower too.
Still all hinges around being profitable but I think on balance there is more chance of it than not and I would then put your 7p back in play with a more likely valuation of around 9-10p in the short term (3 months). So I like the risk reward although the spread is very large today and I put this down to lack of stock. I expect this to tighten with a 4.2p to sell close, certainly this week if not today.

Hi Tom, This has always (and I am sure I am not alone), been the biggest nagging concern. Its never been about the need for better and more testing but that for all AVCT's promises, as PL75 always points "we don't have one".
The need for mass testing seems to be overwhelming but we haven't got one. One of our major manufacturers was not mentioned, so we are no going to do millions per month if we ever were going to?
The govt are working with what they have. That might seem a pretty crappy test but if AVCT have not got one then what is the govt to do? (and what happened to waste water detection?)
I'm not sure AVCT have gone backwards, I just think they have stopped going forwards and that's now reflected in the SP.
Vaccines are the solution eventually, but this time around, the speed of the vaccines coming to market are increased and due to public awareness they will get taken up quickly, or at least more quickly then normal I think. Listening to R4 this morning with the man from Oxford it does seem to be a very good effort. No side effects to speak of, figured out a 2 dose but counter intuitively, the first dose needs to be about half in strength as the second as that increased efficacy from 70% to 90%, way above what you get from the Flu Jab. Also mentioned other positives as well. Expects to have it around April in significant numbers but AZ are making doses now and the govt have already secured 100m of them so that's the UK pretty much done already.
Testing for years... hmm maybe, but only if we have major mutations. The Covid window, initially for AVCT seemed big enough and would remain open for plenty of time, but the window turned out to be smaller and is closing bit by bit every week.
Bams should still be significant for the company and the Cancer therapy huge, but the Cancer strand is only just beginning and will have many hurdles yet to overcome, so based on AS's timelines and then adding another 12-18 months suggests this is a 2023 onwards stock. And at around these prices give or take 25%, could be a very good investment, but that's the risk reward. 24-36 month tie up of capital against an unknown result, however the results could be very good indeed.

The Pfizer news brought the SP down to 90p but it quickly consolidated to anywhere between 100-115p (which is a bit of a spread).
Then, on likely news, if one of the covid strands was coming online (and I think in hindsight the rise last week was down to the fact the mkt knew an RNS was coming) pushed the SP to around 135p.
So I think, if no news other than confirmation of the human Precision trial is where we are ie 110p.
Bams news puts us about 135p
Build in a bit more for actual positive news and 150p looks to be about it? Covid tests were the big, big driver and for now they are off the table as far as the Mkt is concerned.
It feels a bit now of, "nothing to see here, move along". End of Q1 will be a good place to reappraise I think.

well, its about 4.30-4.35p to buy, which is above the 4.25p resistance, so I don't think its going to take much more buying to move the up with a bit of daylight above a mid price of 4.25p.

Cest, then what I say makes no difference does it? (wow, that took a long time to get to what we all already knew,... phew...)

Cest,
The SP had already gone down 20% before I posted.
You put far too much weight on both this BB and me.
This is a place to share views. Today, for me the story shifted yet again a bit further away from what was stated by AS in June. This direction of travel has caused me to re-appraise my holding.
I could be wrong, I might be right. But what else am I to say? Nothing? just leave? Are all BB's just for a never ending ramp of whatever is being discussed?
and its not as though any postings here affect the SP so what does it matter?
Really, please, just filter me, you will feel much better, I am sure of it.

Cest, why make this personal? What difference to you will it make if this share does well relative to me?
I understand I rub you up the wrong way, that's ok, we are all different, it wasn't intentional on my part, but C'est-la-vie (See what I did there?)
The funny thing is your comments don't mean anything to me, so how ever much face rubbing you want to do won't actually make any difference to me... Sorry....Don't know what else to say. Although you could care less, and specifically don't want to know, I still have over a £100k in this stock.
So anyway, rub-away, if it makes you feel better.
All the best

That's a very good observation Comic just from my personal exp. over the years, I have both "hesitated" ie trying not to over react, and watched the SP go lower still) and selling straight away and watching the SP rise. So there is no right/wrong approach to take other than to say I am not emotional over my trades. This was a disappointing RNS which I think actually told us progress was slower than previously stated so not quite as good as "no new news just an update" which was my initial reaction to the RNS. So I find my position is one of uncertainty. I don't know actually where AVCT is other than behind schedule. Is that because there are problems or it is just paperwork and test procedures and the hoops you have to go through? I don't know, so I have de-risked a bit further, thats all.

Cest, then filter me, rather just being rude.

Comicstar, I would not class it as an over reaction: If the Sp falls to less that 90p then It will show I did the "right" thing by selling when I did. if the SP actually rises and goes back to 125-135p then I made the "wrong decision".
However. The bit that really made my mind up was the feeling that BAMAS is still some weeks away from being validated. I don't understand the tech enough to know if this is reasonable or not. But I no longer "trust" what AS says enough to make big calls on. He now for me, has a track record of misinforming or being disingenuous about timescales. At the very best its not reliable and the SP over the last 6 months reflects that.
So it turns out saliva is pretty much a dead duck (I am happy to be proven wrong but this is also something I took from this RNS) Pivoting to a test that's already out there that AVCT are still weeks away from getting released let alone bought from the Govt, which suggest covid revenue is going to be much smaller than forecast esp in conjunction with AZ's vaccine. (I don't see the initial reluctance that some have had re: Pfizer). It could be because its a GB company and we "trust" our own as it were.) Anyway, I still hold AVCT but just not in the numbers I did. Already stocks I have bought into this morning are showing a profit so its all good, and people must just make their own decisions and calls. And I agree its of no particular interest what an individual does with his or her holdings except, portfolio diversity is in fact a core component for PI's and therefore can be of interest to others.

AI, I did indeed buy in to treble my money (I am not sure why that is a bad thing?) and a short timescale? Well yes, because this was potentially an exceptional opportunity for high gains over a short term. (How has NCYT worked out?) Again I'm not sure why this is seen as a negative?
(Would you rather I gave you £10k now or over the next 5 years at £2k per year?)
There is no difference between an investor and a gambler in buying and selling stocks, except investors don't accept the reality of what they are doing.
(Did you expect in good conscience since the placing at 120p that nearly 6 months later the SP would be where it is now?)
All I am doing is putting my money back to work sooner than you are. For instance say, hypothetically, there is a delay or failure with the cancer therapy, and you realise that after all, this is not the share for you to continue to hold and you sell this time next year. How are you different to me today?
The length of time you hold a stock does not determine the title you attach to yourself.
You call yourself an "investor" simply to make yourself feel good as you probably have more negative connotations about being classed as a gambler. I would point out that a "Gamble" is betting on something without knowing the outcome.
Also as an exercise when you use the word "spend" use instead "Invest". And vice versa. That's what invest means, its another way to say Spend.
You Invest(spend) in AVCT and are gambling that your investment (your expenditure) pays off.
Anyway, GL

Like I said last night, its best not to get carried away. I have offloaded 40% of my holding this morning but am having trouble now selling anymore.
Its difficult to know what is going on except to say I personally don't have confidence in timescales now from AS. Almost 2/3 into Q4 and it sounds as though no further progress has been made. (I'm not sure any govt contracts are coming AVCT's way now just because of the timing)
Obviously the cancer therapy is still alive and kicking so that should rescue the SP over the next 6 months but from where to where? (I don't think it has bottomed yet just because I can't sell any), The SP could double from her and be just over 200p, not quite the growth I expected over a 12 month period from last June at an average of 134p
Obviously its very disappointing but you place your bets and you take your rewards and losses depending on how it pans out.
The observations I take from this for others is that the market was always telling us what the chances of success were. (So while we talked anywhere from about £5- £200, the market never believed it and that's not nothing as lessons go.)
Don't over commit, again, when it feels nailed on the desire is to go crazy, but.... don't.
As I have said before its hard (and very risky) to try get rich quick, but much easier to get there slowly and surely by picking up more modest gains.
I will eventually get this down to around 20% of my portfolio because there is still a great story here to unfold, but its going to take a while. And I can always buy more as the risk decreases. GLA

Decent update. at least we are still in the game if not much further forward but it was necessary that the market was updated.
Should support the SP. Good

PC, the article reads as though AZ have their own BAMS tech? Am I missing something?
I would be glad to be shown I am because AZ being British and AVCT being British would very much be a perfect "Sovereign" tie up with test and Vaccine. Is it us?