Member Info for wyndrum

"Jesus flip/flop really likes to try to influence the narrative and sentiment to get a better entry. "

Thats a Straw Man argument and does not do anything to rebut my criticism of your made-up post

Your utterly stupid assertion that a post or all posts here can influence sentiment that in turn would affect the SP is just further evidence of your weak rational abilities when discussing AVCT.

You seem to be a very wealthy young man that i assume, has inherited your wealth rather than worked for it so for you to loose all of your investment in AVCT and mean nothing to you as you have stated previously, makes you the exception rather than the norm for those with disposable income.

DG's comment was I thought very perceptive of how we view "stock invested" money: its like it does not count somehow, and chimes with the facile "you have not lost anything until you sell" philosophy.

"The only fact that matters is Avacta still owns 100% of the platform. Sure, they could’ve flogged a chunk years ago and maybe we’d have hit ATHs."

The only fact that matters when buying a stock is that when you sell it, it is at a profit.

Would you rather have 100% of something you don't know how successful it will be in terms of valuation, or it be valued today at 300p with 50% ownership of the platform?

If AVCT sell 50% of the business and the SP goes to 300p (ath), will that be a disaster then?

Your assumptions are not based on fact and you do not know what the competition is to AVCt or what effect that may have on its valuation. You can only look backwards for your guesswork. What treatments will be available in the next 5 years? (I don't know and neither do you)

How long do you wait? another 5 years? or are you assuming it will be bought out first? in which case they won't own any of the platform but it will be at an ath, so what do you want?

And as for the "Sure, they could’ve flogged a chunk years ago" you have ZERO proof that that ever was on the table and almost conclusive proof it wasn't because shareholders were never given the opportunity to vote on it and had it taken the SP to ath, the BoD would have had to let shareholders know.

You simply invent with no basis, spurious scenario's and post them as FACTS.

Have I not been correct in my forward analysis of AVCT CJ?

Why do you think so many here get off on insulting me? Its largely in part that I have been so "negative" for so many years. What has the SP done over that time?

So of all the things you want to accuse me of your are going to have your work cut out with using hindsight as a criticism

But your inaccurate emotional outburst simply illustrates the point(s) I was trying to make.

Its impossible to know the future so given its seems easier to buy a stock than to sell it , it would make sense to understand why we do what we do.

Buying a stock is exciting, with the expectation of making money (greed), so its easy to want to get on board asap and start making the wonga. As a result many don't give as much attention to the downside as to the potential upside. Thats also why all LSE BB's (not just this one), get very agitated when there are posts that don't agree with a stock appreciating.

I cannot over emphasize the emotional reaction that fear and greed play on us all. With the recent ease of all gambling outlets now including stocks, it is mainstream and it is addictive, very addictive.

It never (genuinely), ceases to amaze me, that when many buy a stock they don't have a price where they think they will sell should it go up, nor a price they will sell if it falls so as to protect their capital. They have no time limit either. So there is no (realistic) idea of what might be achieved against what might be lost. At best its vague and more wishful thinking than any sort of rational exercise.

AVCT as an example is dealing in new, never seen before technology. How can any of us really understand what they are doing in enough detail to know if they are succeeding or having problems? How can we know what time it will take to get to market. How do we even know it will be successful, given the general high failure rate of companies in this sector. What about the competition?

Its loss making and therefore constantly needs funding until THE breakthrough comes. Do any of us here understand how that actually works from a practical level? What funders want from the likes of the AVCT's of this world? what their T&C's are? We learn some of this after the event. but its not altruistic, thats for sure.

All small companies are very careful to keep most shareholders in the dark about what is actually happening.

In other words the odds really are stacked against Pi's but we don't help ourselves, either. And we are played by the the bigger players who understand the fear and greed that the large majority of PI's are so easily manipulated by.

The first step to objectivity is never, ever bet more than you can comfortably afford to lose. (That in all likely hood is less than £500 for many people. Sure you can afford the loss, but what amount makes you regretful, wish you hadn't put quite so much in it? that's the amount I am talking about.

Trouble is when it goes up 10 fold it won't be life changing either, so what's the point. That's when you start to realise that you are simply gambling in the addictive sense of the word.

Spend more time looking at the downside is my best advice prior to buying. The upside takes care of itself.

Fwiw 1010p looks like where its headed. (that would be my best guess for a top up/buy-in) dyor etc etc

Https://www.rit.edu/spotlights/research-insights-cognitive-dissonance-investor-decision-making.

(That's why I figured out years and years ago not to "care" about the stocks I buy and sell.)

Pedro, well you are not nice to me for a start and you would admit that so please don't imagine you such a nice bloke given we have never met and you know little or nothing about me.

You seem to think you are on some sort of white charger doing this BB a service in stopping any opinion you disagree with.

I would remind you as it seems you don't know but this is a BB for an exchange of views and opinions on AVCT.

As you admit you add little or nothing to the debate on AVCT's fortunes whereas I, if I don't waste evreyone's time defending infantile, idiotic posts like yours, do discuss the ups and down of AVCT.

Some here focus on the science, great. Others like me, may not know that much (given the complexity of the subject), on the other hand I do have experience of buying and selling stocks with the objective of making money and that aspect is universal to us all.

I have been sceptical of AVCT's for various well documented reasons over the years and have been right to be concerned in as much as it was likely to affect the SP.

Thorn is now very committed to the cause as is Touk, both being swayed/convinced by the recent appointments and CC interviews. I too think there is more chance of it rising than falling (as I posted clearly at the time) but my timeframes can be shorter but thats me.

Do we dominate the BB? if we do why is that do you think? Could it possibly be the personal attacks that follow?

In other words stop trying to be such a "nice" bloke and shut up. That way people who want to read posts can and those that don't can filter or ignore.

The reason so many of you can't do that very, very simple task that removes the so-called problem you cannot stop posting about, would disappear, is instructive to your personality traits. (none of which are attractive by the way, so think about that before you tell everyone what a nice person you are.).

"..everyone knows they’re full of it and are only here to wind people up and spread disinformation. "

Really Saint? so when I said I though the SP would fall, pretty much constantly for the last 3-4 years and it has, where is the wind up and disinformation?

Or are you referring to the Hurst's Watching, Perdo, PL75,s Timsters Bellas et al, of this BB? (Which to be fair would make your statement much more accurate.)

That ultimately is where all you critics suffer because the fact that my analysis has proved right and yours wrong.

Do you remember when the new appointee's came on BB and the remarks CC has made about funding? How good you all decided that was?

And what had I been saying, I don't know......forever, ITS NOT ABOUT THE SCIENCE, ITS ABOUT THE MONEY

And since cln has been dealt with differently this time and the market feels more reassured about the money, the SP has gone up. (Because it hasn't done that based on the science as there has no release of data that has moved the SP.)

So was that disinformation on my part and a wind up?

You all just make up stuff to prove a point that doesn't exist. Really strange.

Oh Ice, now you want to get involved with all this flip flopping, yet you admit to trading which means you sell, which means you think the SP will fall, and then you buy back in thinking the SP will rise. But thats not flip flopping, is it, that just trading and there is nothing wrong with that.

My "crime" would seem to be I explain my thinking behind my decisions. You on the other hand come across to me as just a hypocrite.

Chris, let me get this straight, I am continually told not to post here. So I pretty much stopped, and you interpret that I have done this because I hate AVCT?

AVCT as a stock that I have made Tens of thousands of profit from? Its been in a down trend for several years but it charts pretty well given that there is little news so is particularly susceptible to crowd psychology. You admitted I called the recent movements well, but then to reassure yourself you said i had not bought on this chart action, so I had missed out and your reasoning was what exactly?

Everyone here knows my views may change when new info arrives. But somehow that's a terrible flaw when making investment decisions.

You are desperate to invent the strangest of scenarios to comfort your delusional impression of me. For some reason it seems important to you. But its not to me.

Because Chris, Earlstone and you accuse me of doing things I have not done.

I have repeatedly asked for people who do not know what they are talking about to stop posting their opinions as FACTS about me.

You will believe what you like, but you are not basing it on any fact or knowledge and worse still, when I tell you exactly what the truth is you without any collaborating evidence, refuse to believe it.

Like I said I don't care, but you should at least take on board how strong your emotional bias is, because you are wrong and therefore your conclusions are wrong.

PL75 has to throw his little dummy into ring too, although he has in the past repeatedly told me to shut up about when I posted my trades as "NO ONE CARES", but now he seems he does.

This petty attempt at this never ending, point scoring against me is to what end? to show how smart you are, to show how dumb I am? So what? why do you care?

Its beyond bizarre for me, so god knows what your motivation is.

Good for you Chris. Happy now you got that off your chest?

(I told you I could not win and see, you prove my point for me. Oh, and I topped up at 43p. But what difference does it make to you or me or anyone else what I do?)

And not for nothing, don't give up the day job to be a clairvoyant. You're hopeless.

Yes I did say I could see it as a possibility based on the info then Chris. Where do you think the SP would be if AVCT had carried on as they had done for the last couple of years with repayments? And not for nothing they still need to fund raise. How is that to be done? I don't know, do you? Is it to be ND listing? after all that was a FACT given by CC that it was likely, but now, not so much.

And again for the record as some here are so anxious to crow, I bought back in at 33p because of the change in news and due to the chart. (So ha ha ha with knobs on. I am sure that will call for lots of "you're lying" comments but if you read my posts about the chart then you can clearly see how important I thought it was as a number.

(Why many here feel the need to personalise AVCT's fortunes with my own is so small minded as to be laughable. )

Regarding directors buying stock, I'm not, on balance, a fan.

Its open to manipulation.

So, a Director buys when the SP is low, great, good sign of confidence, but there is a reason why the SP is low... Anyway, we all buy in and the SP goes up but it turns out it was a desperate move by the Director(s) and the SP goes back down and we look like we have been mugged.

Or, the BoD "know" good times are about to roll and buy. Great.. again,.... but now how much do they buy? Small amount and you think .."is that it?" or if its a large amount, how and when can the director ever sell their holding?

The Sp goes up and then after a year or two the director wants to sell, but look how that would look to the market? What does he know that we don't,? is the SP set to fall, is a contract going to be lost?

So its fraught. which is why they have options. Thats their extra incentive to make the company profitable and to help the SP appreciate.

It can work on very big FTSE100 companies where the amount of a director holding and their specific actions don't influence the SP one way or the other. (That time may come for CPX, but not right now.) But as I say on balance, I don't like it.

Anyway, that's my two penneth.

"...you often misconstrue the facts of a situation to suit you own agenda."

Rally? What "Facts"

You believe that every BoD gives you the full story with all the facts? You think all RNS's give you the downs as well as the ups, that highlight the problems that need to be overcome? That tell you where the funding is coming from and how much dilution is likely? That a ND list is coming (but when?)

None of us have the first idea whats going on. The best I try to do is read between the lines and fill in the blanks with likely scenario's that explain why there were no positions taken, that explain extended testing, that makes sense of fast tracking at the the FDA that was years ago. That moves beyond the present trial because and pushes the can years down the road. That highlights an untreatable cancer as "proof" that AVA600 "works", rather than other cancers. That there is no marketing of this breakthrough, no media stories, no patients coming through to say they have been on Dox for years.

It made me think that perhaps, just perhaps, not everything was going to plan....

Still, you know best, apparently..

"I like to stay grounded"

Me too

"22p is unrealistic that’s crazy price Realistic 2-3p that’s just my opinion"

Why?

Mkt cap is currently £23m.

2p is 5 times the current SP. What makes you think the company could be worth £115m from where it is now? That would need a breakthrough of sales on some scale compared to whats gone before.

If they can do that then that would assume they have some ground breaking tech? (as opposed to carving out something in some relatively either niche but profitable product line or, being A N Other in general Super cap offerings competing with bigger more well established companies.)

So (and this is based on what we know thus far) the tech is aimed at being ground breaking. so why, given the huge jump in sales needed to get to 2p, would it stop there?

Is the 2-3p just based on a 10 bagger from the current price and thats unusual in your experience of other stocks so you don't want to get "carried" away?

My point is, this is all or (relatively) nothing.

Lars keeps telling us we don't know whats coming (or at least to be prepared).

2 recent design wins on huge multi national conglomerates. Global distributors agreeing to stock CPX products, left right and centre. Large positions being taken in the company itself by various companies and individuals,. Potential manufacture being ramped up.

This sounds to me as though CPX are on to something. What it does not feel like is, its just another small co. trying to get foothold in a market dominated by much bigger companies.

If what its doing gets it to 2p/3p then it is not likely stopping there.

(imo dyor etc etc)

Thats fair enough OA, but what is the size of the markets they are in or could sell into. Its almost everything. How many billion Mobiles, Batteries, head phones EV's, etc. The list is extensive and mind bogglingly huge

Assuming (its a big assumption, I agree), they have ground breaking technology, how quickly could it get adopted?

Either CPX have got something special or they haven't. If they haven't you are quite correct. If they have then 22p is the least of it. Its just enough for me.

Unicorn? I don't know, but its not me that said it.

The problem with your scenario Pedro, is that it only leaves opinions you share.

And ultimately this and other BB's degenerate into simply personality contests as though the amount of recs a post gets gives it any more or less weight to the substance of it.

i8 recs to be called a Plank. How does that help the merits of the AVCT case?

Thorn may be wrong (or right) about his reasons regarding half life and the rest of it, but nevertheless his belief in that something was not quite right proved from a SP pov to be the correct decision. His reasoning as to why and when to buy, which again may or may not be correct, has also proved to be profitable.

So this plank and clown has done better than many here. It should (but won't), be pause for thought if for no other reason, that if posters don't value other posters correct calls, then why do they visit the board in the first place?

So, open discussion should be encouraged rather than shut down as there is greater chance of us all learning something we might be able to profit from in the future.

Just calling people names and inventing lies about them simply because you don't agree with their pov, is not very grown up, is it?

WKW, Its ok my maths is fine.

The typical PE ratio of a UK electronics company is 23-35

So a £50m profit would equate to a valuation at an average of 29, is £1.45b

Or a £34m profit to have a £1b valuation.

Honestly, when I take my tongue out of my cheek, that is not such a big ask given what CPX might have.

To have a £1b valuation it needs a PE