Advanced Oncotherapy Share Discussion Threads

[johnjohntaylor] 07/8/2017 10:54

Andy, snap. On that news this could well shoot up.

[andy] 07/8/2017 10:20

John?

I'm just another person posting here, I have no more insight than you.

I get but feelings about news coming and sometimes lm right and sometimes wrong.

I have a feeling they will need to raise cash soon, due to their high csshburn rate. Let's wait and see if I'm right or not

[johnjohntaylor] 07/8/2017 09:13

Andy, if an RNS is to come this week (speculating here), what do you think it would say? You seem hugely knowledgable...

[tevita] 07/8/2017 07:17

COWARD and LIAR

[tevita] 07/8/2017 07:16

HERE

we have ANDY the man who goes around ADVFN making false accusations and when challenged runs and hides.

[andy] 07/8/2017 00:55

john,

Sadly successful businessmen are rarely generous, if they can cut themselves a larger slice of the cake there is a chance they will take it.

[johnjohntaylor] 06/8/2017 23:57

No, that's a really negative way to see it. The best thing in my opinion is to hold and see.

[wi1l] 06/8/2017 17:45

But because of this they may be organising themselves to protect their own interests and no one else??

[wi1l] 06/8/2017 17:41

I think you are right - they are in too deep to call a halt now.

[johnjohntaylor] 06/8/2017 17:38

I believe that they will support it right through to production. Many way too far invested. IMO.

[wi1l] 06/8/2017 17:32

And will the major shareholders continue to support this operation?(Edit from here sorry) Or will they organise things in a different way? Seems to me they are already doing that - funding via a loan as opposed to fundraising via placing?? Why the change one asks???

[wi1l] 06/8/2017 16:59

And as each week passes the cash available reduces. Has anyone worked out when the requirement for funding will be needed again? (be it another loan or a much dilutive placing??)Get the feeling it will run out of cash again long before their operation is up and running??

[johnjohntaylor] 06/8/2017 10:36

I'm pleased with where this is at the moment. I invested just before the last positive finance announcement, have made several top ups, in the hope that my timing is bang on again! Each new week promises more good news.

[mrtruth1] 05/8/2017 12:09

In life a glass is either half empty or half full. It's a state of mind... I like a positive life. Go AVO!!

[tevita] 05/8/2017 10:20

ONCE A LIAR always a LIAR

[tevita] 05/8/2017 10:20

still running ANDY
you throw out accusations and lies and when challenged go quiet

[mrtruth1] 05/8/2017 09:03

Bound to be a "further announcement".

[andy] 05/8/2017 08:48

makeamillion,

You seem to have advance knowledge of this "future announcement".

How is that possible?

[makeamillion1] 05/8/2017 08:10

daijavu you make some very good observations regarding promises made and delivery to past time frames all of which are valid. However I do not believe the company broke promises just there were factors that changed. Unfortunately that is life particularly with any new company. AVO is a little like building an extension on a house there are virtually always snags, unexpected problems, changes you make to plans along the way, always takes longer and in my experience the budget always increases. But in the end you normally end up with a higher valuation increase in your property that is double what you spent.

As I mentioned in a previous post the capital value of the company is currently £13.35 Million and they have invested £80 million to date and each machine costs approx £40 million, where do you think the valuation of the company will go?

What we do know is that Harley Street plans at a late stage were changed from 1 treatment room to 2, that required a revised planning application, planning never seems to go smoothly especially when you are dealing with two grade 2 listed houses. But Harley Street is almost immaterial to the success of LIGHT it just happens to be "at present" the first treatment center being installed in the worlds most renowned area of medical excellence Harley Street where they are installing two treatment rooms in a residential area within two listed buildings! That is the secret success of LIGHT it can be installed right in the heart of cities at a fraction of the cost of other systems and on a much smaller scale such as within the foot print of a house.

I say Harley Street is immaterial because it really is the technical delivery and development which is IMO the most important aspect of the company and this we know is on track following the revised time lines announced in March this year. Further running parallel to the technical build are also the partners, for instance Thales a 20 billion company who are 100% behind the project and have already started work on the building which will produce 8 LIGHT systems a year.

It is obviously very hard for any previous investors who have bought in at much higher values to see their holdings diminish in value, that includes the directors of the company. All I am saying is I saw the recent share price levels as a great opportunity to average down significantly believing that the company today has a much higher likelihood of success than at any time previous to now. That is why I feel confident this will be a 10 bagger and potentially significantly more. So for me this has now de-risked significantly. Those that shorted the stock have done extremely well,good job! Now is about timing and riding the share in a different direction as it moves into its bull phase. Clearly major investors also believe this is a much lower risk based on the Segulah consortium continuing to invest. I am no expert in this field but I do watch, research and follow others investments including the directors.

I have enjoyed the debate and reading both sides of the story. It is good to have a sensible debate. I do not post often so I will come back to the board following a future announcement regarding funding which will IMO result in a violent increase in the share price.

Enjoy the summer holidays!

[mrtruth1] 04/8/2017 23:04

Well said Marvin66. No one knows... that's the gamble... I'm enjoying the ride too. ATB

[daijavu] 04/8/2017 22:51

AVO has been described by Stockopedia as a 'Value Trap'.

The billionaire Seth Klarman says:

“‘Value traps’ are cheap for a reason -- perhaps an inept and entrenched management, a poor history of capital allocation, or assets whose value is in inexorable decline.”

I consider that is a fairly accurate description of the management of AVO and their history of capital allocation.

[marvin66] 04/8/2017 21:56

A ten bagger would put me back in profit. Truth is most people here have bought in at different prices. I've held on and only have a paper loss. I've also topped up to improve my average. It may go to 5p. If it does it still doesn't spell the end. It's developing technology. It won't succeed until it's fully developed. It technology that needs to be perfect before it can be commercially viable. Who actually knows for certain that this is going to be huge/a disaster. No one, that's who.