Advanced Oncotherapy Share Discussion Threads

[tia1617] 09/6/2016 11:44

The top guys have got a nerve to trouser this amount of money when they have yet to produce one complete unit and hence prove themselves first!!!

[werty5] 09/6/2016 10:32

All boils down to if you want the top guys you have to pay top dollar.

[igbertsponk] 09/6/2016 10:18

Massive cash bonuses for directors at this stage of a company's development are crazy. Much better to give out more options to them.

My 3p entry point getting closer I note.

[twirl] 09/6/2016 09:49

Winnifreth, based on ignorance of the company,called it down when it looked likely it had peaked at bank hol and has added snippets since.
So far he has been proved right simply because we are back at the bottom of the recent range due to selling from fears of consolidation, Winnifreth believers, Brexit, no news and further out a placing required above 10p.

I agree the amounts paid to directors are high but bear it on the basis that I believe they will succeed as forecast.

Er I may be wrong! IMHO

[tia1617] 08/6/2016 17:01

interesting bear cast from TW today.

Not a big fan of his, but if what he says is true about the salaries of the board...a total disgrace!!!!...haven't earned a penny but shareholders bank rolling the project so far.

[daijavu] 06/6/2016 09:59

COSMICBOY. You can always ask AVO what is happening.

[cosmicboy] 06/6/2016 09:19

Last (withdrawn) planning application was received 10 aug 2015 and given a decision date 01 april 2016. So minimum of 7 months before work can begin. Still time to get first patient treated by end of 2017, but I would like to see that application in.

[typhoon] 05/6/2016 09:35

You have only got to review the proliferation of proton beam therapy centres in the USA and the scurry for us to catch up in the UK with the government commissioning new sites here, but too my knowledge they are all the traditional larger investments not the niche Advanced Oncotherapy are pursuing

[immokalee] 04/6/2016 21:28

Luminosity Traders may not but investors do. Of course there will be pay back inclusions, it's business. TW appears to know very little about the technology nor applying value to pharma/healthcare sector. He's almost applying his oily/penny stock rules to it. He may have a few successes with rogue companies but as far as I know he's not got a good track record when it comes to investing.

[gerhart] 02/6/2016 18:52

TW does get some right. And credit to him. But way plenty way off target too. EG - NIPT.

I am in MIN also, following his "tip of the year" from early last year. Not his fault that Greece is a nightmare for planning/development, and on top of that all the political stuff that went on last year. But importantly he never stated, despite all the "plugs", that there was an appeal option process even following what is termed the Presidential Degree (last hurdle). So was that a careless ommission, or was his research so poor that he just never knew? (not sure which is worse!!) That process, currently on-going, has since screwed the share price as there were two appeals lodged. (Thankfully both probably have zero chance of going anywhere...but still more waiting) SP-wise it's a good buy from this point (YES RAMP! LOL)

He too often shoots from the hip also I think. In danger of falling in love with his own thoughts rather than being totally objective based on good research. In other words if he doesn't like a Co/idea or whatever, then I think he just makes his argument fit his already decided end-decision.

[waterloo01] 02/6/2016 17:58

twirl, I agree he's got a lot wrong. To be honest he often does re the detail of what's going on within a company (unless he's done interviews etc) however his main point is correct, and similar to your questions.

I hope you get a clear answer from the company. I know a few on here a major fans of the management, but in my short exposure to this stock, clarity has not been exactly at the forefront. My concerns are about Harley st and the withdrawn planning application, doubly so as it seems some future contracts are based on it being up and running, and in my view I can't see this being open before late 2017 (clock ticks from when they get planning application actually in!)

As for the 10p. Should be a positive, although I doubt they can wait until 2017 to raise the funds and the question remains. What of the share price isn't over 10p (or whatever the consolidation share price is).

Remember in the interview, the thing that keeps the boss awake at night is execution risk. If I had a large investment here, it would keep me awake until they deliver some clarity.

[twirl] 02/6/2016 13:03

Been trying to keep up while clearly picking a bad time to be on holiday where the internet is poor.
I have written to the co re the inconsistent statements re the factory and whether they are able to share with investors the strategic consideration of Harley St and now the Factory which they clearly must have undertaken before embarking on such diversions from Development.
Both these developments are requiring management effort as they are scientists and not facility creators/operators. But worse, these developments have led to the raising of £13m from Metric, the need to raise a further £25m as debt or placing by March 17 and if the latter at a strike price above 10p. The consolidation as a prelude to placing clearly is seen as negative.
However the deal with Metric IMHO is positive.
AVO must have convinced Metric that development is going well and sales potential is strong – to a greater extent than we were advised in the results. Otherwise how on earth do Metric expect a placing above 10p. One could say that why should Metric care about that – well because they risk losing £13m offset by value of patents held by AVO in the liquidation that could ensue if LIGHT fails.
AVO themselves must know that development is progressing well and be confident that progress will continue as planned or better. This will lead to Chinese milestone payments and maybe new orders that may be at an advanced stage of negotiation. Surely major shareholders and Board members will have be aware of these share price enhancing factors before they committed themselves to the Metric deal.
So continuing in positive mode its quite likely that the Directors are expecting to make a placing above 10p before March 17 which means an share price around 12p.
Listened to the Winnifreth bearcast which is drivel. He talks about there being no barriers to entry for competitors who will copy LIGHT when there are patents and a placing possibility when the Metric rns more or less implies one.
So as each day goes by I’m inclined to buy.

[twirl] 02/6/2016 13:00

richmann777114>> yes

Waterl001>> Listened to the Winnifreth bearcast which is drivel. He talks about there being no barriers to entry for competitors who will copy LIGHT when there are patents and a placing possibility when the Metric rns more or less implies one.

[richman777114] 01/6/2016 10:33

Agreement re vendor loan financing requires any future equity capital raise to be on PIK conversion terms (10p) or betterSo surely if equity has to be raised as part of the £25m for the manufacturing base share price has to be at 10p or thereabouts?This assumes 'better' means less dilutive ie price greater than 10p!The £25m has to be raised by March 2017 or the deal is off and the £11m downpayment is repayable by September 2017So doesn't this point to an share price of minimum 10p between now and March or alternatively the full £25m comes from debt? (unlikely)

[luminoso] 01/6/2016 10:18

Traders don't like share consolidations as a rule. They prefer penny shares. So, assume some have checked out for that reason.

[twirl] 31/5/2016 15:25

Virtually always a pull back on results day esp after sharp rise as seen last week.

No nice surprises in rns - only lack of information on testing which has been ongoing since late March nor sales where its all quiet.

Bit of a dig at NHS - not seen that before.

The prev rns told us that they are building a manufacturing base presumably to be run by Thales and although the sentence is ambiguous a condition of receiving £13m is that a further £25m is raised by debt or equity by March 2017.

Looks like most of that will be equity and that discussions with institutions has led to the consolidation.

So unless we are to get a positive update on testing and maybe a sale or to I expect the placing to be not much higher than the last one ie 8p - maybe 20% dilution. To build a factory - I think.

My concern is that I started off investing in a development company and have now raised £24m debt with 7% max dilution to create a treatment centre and now debt or dilution of a further £25m to build a factory.

Still holding but concerned about running before we can walk.

[daijavu] 31/5/2016 13:54

I hope so.

[value king] 31/5/2016 13:18

It's gradually coming together. So what if there is a bit of a fund raising required, longer term the pay back will be far more significant I suspect.

[daijavu] 31/5/2016 13:10

It might be a prelude to another fund raising from institutions.

[tia1617] 31/5/2016 12:30

whenever a company feels they need to meddle with the share price it usually means a bumpy ride for shareholders. I don't doubt the integrity of the board or its ability...but AVO hasn't earned a penny yet. Surely they should wait until the real money (not the raised equity and debt it is currently surviving on) rolls in?