the darkest hour is just before dawn, page-47

Hi N,

"It may not be reasonable to panic, but I understand people being depressed or frustrated."

I agree with this sentiment 100%, I also understand their feelings, it's happened to all of us who've been invested for any period of time, you just learn with age to be more patient with investments and understand business cycles better.

But it still doesn't change the fact that we've all bought into a business, the reason I've been banging on about it for a few days is so people in this exact position, don't throw away a company that's working its butt off to grow and expand and make them money.

"Let's say some punter got on board the AJX train quite late. They may have been impressed by the $1.05 peak in August 2015 and decided to get in after that. Let's say they bought 50K shares at 90c.
They are currently $11,500 down on their initial investment. They may also be thinking about how they could have gotten out at the peak of $1.17, in which case they would have made a $13,500 profit.
Thinking about that peak and where they are now, they may be somewhat depressed by the fact that the value of their investment is now $24,500 less than when it reached it's peak price."


It's been stated plenty of times before, but what's really changed since the $1.05 peak in August 2015, the business has grown and expanded, in fact we've tripled our sales pipeline since January, and our SP has declined (yes frustrating, but normal) the only thing to change business wise, is that we've drastically improved, if the business wasn't gaining momentum and was stagnant in this period before proof of revenue, I to would be worried, but the fact is, its bounding along.

We get some people on these threads saying AJX shares are over priced, but what's an idea worth, the SP was $1.17 at one point, and the business has gained heaps of traction since then, the SP is now 67 cents, that's why I try and get people to look at it from a business prospective ( this is the only viable sign of getting a feel as to how the business and your investment is going), because until the business cycle allows consistent revenue, it's impossible to do costings on the business with any accuracy, and we all know we need all the costings to be able to value a company via a SP.


What's changed is the business cycle, the hype period is over and it's getting to the time of proving revenue (the SP will nearly always pull back after the hype period), the company's been very open about when this will occur.

If investors have made their own choice to be involved until revenue hits then they should be content to wait until the end of January next year when the half yearly is released, they should have known this from at least December last year by company announcement or if anyone had paid attention to a few of us who were talking about it, as far back as last September.

Again @Namronette, I don't like the fact that some are down in the dumps about this investment, but the decision is our own whether we hold or not, whether we want to take a profit now or in some cases a loss now, but until revenue is proven, the SP could move either way as the SP can't be valued in accordance with the company's performance, it's a very normal scenario.

We also get some posters saying the SP might go back to the 50's, now this may occur, I very much doubt it as the company's getting closer to proving revenue everyday, but who knows, alls I ask of these posters is to provide reasoning with their comments, but they never do, the very reason I challenge these people is because I think it's unfair to the people who are already in a vulnerable position to have to be unjustly panicked further, if someone thinks there is a ligitimate reason for the SP to be declining, I'd be all ears, and would thank the person for showing me, but to bag the company out of spite and scare vulnerable investors for no logical reason, is an extremely low act.

To sum this up, it's always the darkest time for your investment (in a growth stock) when your waiting on proof of revenue, the fact is money makes people worry, and rightly so, this is the time that'll make you money or make you lose money, the only way to judge the likely outcome during this period is by business performance, if the business isn't performing, get out, if it is performing, your in with a good chance of making a buck.

One last thing, this talk of targets being the be all and end all of an investment is all fine, as we do need some way of making sure our investment is on track, but nothing in life is certain, we all need to keep an open mind as anything can change at a moments notice, we may or may not have hit our cash flow neutral position by mid 2016 (we will know by months end), we may have got a big contract thats cost a heap in trial costs and we've missed our target by a month or two, now would that be a good thing or a bad thing? Anything is possible.

Keep an open mind on your investment and do heaps of research, but IMO the only metric to trust with Alexium at the moment, is business performance.

Cheers.