Member Info for wyndrum

I don't have a problem with the theory Largo but this is AVCt we are talking about and they have never met a self imposed deadline yet.

The fact that P1b has been pushed back 6 months (but my guess is it will be more because I don't think the market would have accepted anything in 2026), suggests that the "delay" was not originally forecast and as a result we are back to will they/won't they, raise again

Its entirely possible that early results from P1b can be released and that will either get a deal done or at least a less painful RI if needed.

But as I say a welcome update but all it did was confirm the poor price of Launch (something I thought likely and may have mentioned sometime ago,) and to confirm that 7 weeks after the expected imminently, dosing has now started.

Why was the delay? Is it a problem or just administrative. who knows and we will never be told.

The lack of any SP move only re-enforces currently BP's seeming total lack of interest.

I know ICE refuses to accept the SP meaning anything but given BP know about AVCT and do in fact read RNS's, the lack of SP movement I believe is instructive.

Largo, I think you have got that the wrong way round when you say: "But if a partner comes in....your cash raise theory needed within 3-6 months is just pure speculation without facts..!"

There is no "fact" that a partner has come in or will come in. Therefore in the absence of any Partner then my observation is probably time line wise, about right.

"no delays that’s all that matters to us punters, without an NDA."

ok this is better news, but no delay? I thought we all expected P1b news within Q2 now its been delayed 6 months?

My super cynical response to the lack of info on dosing P1b, is that it has literally just started, and that the RNS was confirming that, I don't read that it has been on going for a while.

And while I expected this low amount for Launch I also note that they could not sell (yet) Coris, which is loss making.

Further saying they have money to Q1 2026 is 12 months away, so my best guess is a cash raise will be needed with in 3-6 months, which will be in time (in theory) for the P1a update but before P1b info.

As i say this is progress but probably slower and less cash raised than many had hoped for and that I think is reflected by the market reaction. Certainly it will carry on the dilution and I still have to wonder why they made a cash repayment. (Does not bode well for their money management skills)

But we edge ever closer to a final result as to how well it actually works and to finally put a realistic valuation on the tech.

While I understand the focus on sales, the fact that CPX are being accepted by distributors means that there is a market for their product and that through distribution networks so you get sales quicker than going it alone with all the marketing and sales force costs associated with that solo process.

This presumably was the "news" that was referred to in the previous RNS.

Personally I think the market has not quite absorbed the significance of this yet. (or if they have, then they are yet to be convinced that CPX will be profitable this year and therefore not require further cash raises.)

I think this is great news, (imo dyor etc)

Patience is the hardest of thing to master hence its a virtue I guess.

You would think WG will resolve fairly quickly as the company knows already all about them re: the previous offers, so it should be a much quicker process. All they have to do is decide what's "fair"

The market cap of XSG is so low it potentially has great room for SP appreciation. The last interview did say it would be more later in the year so you might have a few months left here before any real big move?

Morning Chris, yes Spot on, at the end of this year we will find out if the wait has been worth it.

Fingers crossed for all.

"Their aim is to spread FUD, not provide alternate opinions and points of view."

says you... ok? says you... Thats your opinion. and in my case toy are wrong.

So think about that when you admit to yourself that at no time ever did you expect 4 years into the trial you would still be in phase 1, that there would have been cash raises a plenty, never forecast that the last one would be at 50p and now the SP is in the Mid 30's. So perhaps take a breath and don't be so patronislngly dismissive about different opinions

Has anything changed at WG to make you change your mind as to why you bought them in the first place?

Has any stop (if you work on those) been triggered?

If not, why would you sell?

As for XSG, are there more compelling reasons to buy now than when you last did?

It would seem so Troajan.

Thing that caught my eye that this last week or 2 has been tough (naturally) on small cap, loss makers like XSG as people put their money into more secure stocks to try and secure capital, but XSG has/had remained stable at/around the 1p mark.

This suggests there were no real sellers, so as soon as buyers return, which it looks like a few have, if no one is selling then the buyers have to offer more. and here we are, up 30%!

Brill!

Good to hear D, (and washing machine seems to be on the move again....)

"actually the game can’t be more different!"

really? My goal and game is to make as much money as quickly as possible.

Whats yours?

You don't have to of course and I am pretty sure you won't but what were the prices you bought in at.

I get it lowers the average but I would look at them a separate trades, just so its a reminder to see what went wrong and can it be avoided next time.

The problem/risk with averaging down is that you end up with more stock than you perhaps wanted and then any move becomes more dramatic. Which can be quite exhilarating when it moves up 2p and instead of making £200 you make £2000!

Trouble is when it falls the losses are also that much greater and thats where it can be mentally very painful.

Each to his/her own, but I would say the goal is the same.

"People like Wyndrum love hindsight “I told you this, I warned you about that”

Do you know what hindsight means? I only ask because I flagged things before they happened.

And given no ones here the next 2-3 months, I hope you all rotated into defence stocks?

Within the last fortnight my 3 chosen are up around 25-30%. And that was hardly inspired out-of-the box thinking.

And because none of them are going to go bust the downside was minimal given the back drop which allowed a much bigger cash amount per stock.

As I say I am genuinely sure many if not almost all did this, however for any that didn't....then maybe don't get so transfixed onto one stock with potential.

"The trade of trying to scare everyone whilst pretending to hold."

And what exactly has happened to the SP that I am scaring everyone over?

Its like someone alerting you to a scam and then criticising them for saving you money.

Like I say, its an instructive BB into peoples mindsets

Chris, thats not an unreasonable forecast and therefore the action you propose is logical and sensible.

I am not a perma bear, by the way, but this stock has yet to convince the market that the "good" trial data to date is reliable enough to do any sort of deal with AVCT that we are aware of.

I personally see no evidence of your assumption in the first line about the DX sale Say it isn't? Now we are down to £17m. Typically companies raise cash 12-9 months prior to needing to.

I am all for looking for short term anomalies between a SP and its potential but this down trend has coincided with the trial data. The obvious (and could be wrong) correlation is that the data is not impressing the market.

My experience says that on a trend this long it most likely means something is "wrong"

That could be the trial itself, or it could be the cash position.

And this is important because they are 2 completely separate issues.

The tech can be as good as we hope but if they run out of cash or dilute so much that the investment case collapses then whats the diff?

There is an easy scenario where the next raise is at 20p and an offer comes in at 30p just before, to take away the pain and further risk for investors. Tech still going strong but we all lose.

The Loan was done at around 120-130p I think? Could you imagine the furore if somebody said right then, the next raise will be at 50p? Yet here we are in the mid 30's

It doesn't strike me as the risk reward case is anywhere near as strong as it was.

Finally has P1b dosing started yet? I don't know, do you? we would both be guessing? But why should we?

My argument would be if AVCT said no, they would have to explain why and that might be a problem. Say, yes, all that happens is the SP goes up. The silence tells me most likely it has not started.

I am desperate to be bullish about this stock but years in, they have not done anything to promote that emotion in me, and in fact quite the reverse.

And for the record I will have no problem turning on a dime if unequivocal good news is released and cannot stop gushing about how good the prospects are. Right now, I am still waiting.

I have a lot of stocks to keep an eye on. reading and contributing to various BB's helps pass the time.

This BB, is particularly interesting because as the stock is so volatile with the potential for a surprise RNS to transform the SP at any given time, so it attracts gamblers.

I find understanding the psychological aspects of what triggers fear and greed in the actual movers of the SP (ie people), to be very useful.

As I say, many of these posts are very instructive into various different mindsets.

Couldn't I ask you the same thing?

"If u sh it your pants and sold a company literally showing you they are shrinking tumours with technology applicable to an XXXBn market just because the price dropped below a line on a screen drawn by a day trader then there's no Hope for u"

Could you not have made that same statement at any time since the trial started and still be better off than you are now?

The problem with your emotional outburst is that you buy a stock for it to appreciate and make money. Just because you sell, (for whatever reason), doesn't preclude buying back in at a lower price.

Its not all or nothing.

It just sounds like a cult when i read subjective abusive posts like this.

I heard on the radio a few weeks ago now, a discussion on home testing so my ears pricked up. While it identified the scale of the market, it also raised the issue of how was the individual to know to trust the results?

I thought... hmmm good point. So we trust a hospital/Dr test, but do we trust the accuracy of something bought over the counter by a company we have never heard of?

In time that may not be an issue but it might be that the market right now is through the medical avenues and not the public take-up and that accounts for the slow progress?

Seems to me this is pretty significant. Its 30% plus more than expected which increases profitability by that amount and if that is replicated across the field then that makes a material difference to immediate cash flow prospects, doesn't it?

(On the other hand I am not a miner so I could be completely wrong, so apologies in advance.)

Spb won't get to read this but there are only prob half a dozen posters here that are more cautious and very few if any are rude and keep on topic with their views on AVCT's prospects.

The fact the SP is in the mid 30's and has been falling ever since the trial started maybe suggests that limiting your view to only posters you agree with, does not give you the opportunity to have a more rounded view of possible outcomes with the result of a distorted picture which when it comes down to money can often be expensive.