Member Info for wyndrum

So is watching (Jane), apparently....

You gotta love a chart.

It reached a near time high at 7p a couple of weeks ago but the RSI went up to 84 indicating it was overbought (Most books say anything above 70 is overbought but my experience says wait for 80), and the next move was more likely to be down than up.

Sure enough it popped down and is now back at 7p but the RSI with that up and down buys & sells, has unwound to 66, leaving room for the next leg up.

Lovely

"You don't do news stories if you have finance in the bag and/or partnership deal(s) being negotiated. Big investors/partners will want to drive/control the news stories." or equally, if you don't have the news to report... Jeeze you lot don't half let Bella get with the mist ramptastic posts....

And as for "Snooze you lose !" Really? are we using Sleeping Beauty in terms of calibrating what a "snooze" is in real time?

still, as long as its a balanced, well researched board.

My tongue-in-cheek and somewhat fanciful post did however get me thinking.

to go up 100 times from here would give a market cap of £982m

The typical PE ratio for is as follows:

" The typical Price-to-Earnings (PE) ratio for the UK electronics sector generally falls between 23 and 29. However, specific companies within the sector can vary significantly, and the average may fluctuate over time."

If we used a PE of 20 then that would imply £50m of earnings

If we used 29 the top end (which is perfectly possible on a growth company such as CPX, then it falls to just £34m of earnings.

I don't know what the profit margin is or will be, however, its not imo, a big ask at all, given what they are trying to do and the market they are addressing.

With high risk stocks like this I use throw away money, but I think I am talking myself into another top up. (IMO, dyor etc etc)

Yes, which is almost certainly why it won't happen......

However the mkt cap is so low given the potential, that many multiples of the SP is not fanciful at all based on the premise they actually do have effectively the patent to better tech in their field.

We shall see. (But certainly there does seem to have been a number of steps taken and completed to suggest they are on to something as per the review in the podcast.)

Thats what am sayin' Van... its a100 bagger.....

(I'm going to lie down now.)

Yes, I could feel myself going a bit giddy as I wrote it Van.

It looks to me to see does CPX really have a patent advantage over the big competitors? If they do then as a round no. a £1b valuation is not unrealistic

But a lot of water to pass under a lot of bridges first. The first one should be more flesh on the design win as that I imagine will set the tone going forward.

I know Guys, I was just trying to highlight after the euphoria of yesterday there are still important unknowns as to how this will play out that will affect share holder returns as an explanation of the surge and fall back of the SP.

Where does the £100m come from then to exploit this find?

£83m from HE1? hows that funded?

You yourself highlight different avenues. Which was my point. These are unknowns and the choices made will affect the overall returns to shareholders in HE1.

I simply highlighted the unknowns to perhaps suggest reasons why the SP is under a bit of pressure/profit taking.

That is some picture they paint!

Certainly a 100 bagger from here does not seem quite as fanciful as it would "only" value CPS still less than £b

(Ok, I am getting carried away, but still, as I say, that is some podcast....)

Alan, no insult but grow up.

The unknowns I highlighted, are not a negative or positive these are facts that big investors who are MUCH more risk averse than PI's need to understand before committing funds to this stock.

Clearly the fact that a new company has been formed is apositive, but its unquantifiable at this stage. When it is then it will be possible to actually develop a reasonable expectation of returns over a period of time as opposed to the range of views on this BB, (mine included) that simply guess what MIGHT happen.

Only just scrapped past the minimum of a close at .96p yesterday, so slightly qualified break out.

I guess the market still wants to know how this is all to be funded as if any of it will be through an equity raise it may have a depressing SP outcome.

Still don't know the commercial plan and its value, still don't who the JV will be with, don't know how much the JV partner will want from HE1.

When you consider these valuation unknowns its less surprising that the SP hangs on the initial euphoria from PI buying before falling back.

At some stage (and it gets ever closer), all will be revealed.

(I never changed my tune)

I said very early on that the colarado rns's would not move the SP due to the then current Mkt cap of HE1.

I also said that the TZ govt would take more than the 16%. I thought HE1 would do well to have 50% of the find to themselves. Currently its 33% to the govt and we still have a JV to be announced.

None of that meant I did not see capital appreciation possible. Its just many here can't read a post without simply going banana's and resorting to stupid personal insults.

Depends where it closes today, but given the brisk start then a close (whether its today or not) above 1.1p would be very bullish. (1.2p is the clincher).

Ideally if today peters out a bit, you want a close above .96p (imo dyor)

Nice to break .90 Syst0 !!

Fingers crossed

Erm.... is it based on the opening or closing price......

I might argue, you just make up stuff and insult me, 7 days a week with a stranger, that you seem to think you know.

Its all very odd, that you reflect what you accuse me of.

Alderban, whats your current loss on AVCT?

You are making strawman arguments. I do have some money in a interest bearing savings account. I also have money in property, and some art.

I have a proportion of cash in blue chips at varying rates of dividends as well as capital appreciation.

Then I have my trading, throw away money for higher risk punts.

We know fundinging is required. What we don't know is how and when that will be done.

It could be a ND listing, a RI, a Loan, partnership, a licence deal, a buy-out. but we don't know which one and how it will affect current shareholders.

You are comfortable to hold and see how it pans out. I have sold out to see how it pans out with a view to buy in later. The outcomes are not binary, if you are right we both win, if you are wrong there is only one loser. See, risk reward... you should spend a bit more time thinking about it.

But then of course I am not as greedy as you.

Chris, I have no risk at all in being out. If the SP went to 60p and I bought in then, I have lost nothing.

I don't know what your BE is, mine is zero. I have profited quite a lot previously from trading this stock over the years.

It is not clear to me in the somewhat confused way future funding was hinted at, how AVCT will move forward financially.

If you think you have been "shrewd" in hanging on while the SP has fallen over the last few years, then fine.

None of you that love to criticise my trading performance, ever believe it when I post I make money. So what do you care of any trade I do? Your somewhat spiteful attitude negates any sort of rational discussion.

"We want specialist funding backed by large II investors which isn't based on share issues (non-dilutive) because these guys will ensure we get best deal terms going forward. CC has been very careful with her wording and yes we should be looking at Partnership/Licencing deals as data is released but these might only come with a few million up front (loke our existing deals) not the big dollop(s) we need right now...check out the monthly cash burn rate right now and we only have 1 product in small scale very early stage trial."

No kidding....who knew....

Also how does this work?

"We want specialist funding backed by large II investors which isn't based on share issues (non-dilutive) because these guys will ensure we get best deal terms going forward." Do they get a stake in the company, say 20% (is that not 20% dilution for current shareholders?), or is it just a loan? If you give licensing rights then thats money that would have come into AVCT but now going elsewhere.

Whichever way you slice it, AVCT needs mode money, it can only come form shareholders one way or another.