Ann: BTM delivers positive First in Man results in Cell Therapies, page-235

  1. 6,785 Posts.
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    Thanks for highlighting this to contrast my quality contributions to AVH with your posts on PNV, which offers no analysis of any substance. I previously provided analysis on AVH highlighting concerns about repeated missed milestones, rising costs that necessitated repeated capital raisings, the lack of alignment of their previous CEO Mike Perry with shareholder interests who also held roles with other companies at the same time as AVH which suggested he was a part-time CEO. As the post you highlighted shows, from the time I first held a 'sell' sentiment on the stock until I dropped that sell sentiment - the stock lost 95% of its value.

    It wasn't just random ramping though, as I offered sound analysis that proved correct. I was highly critical of their previous CEO Mike Perry who I argued almost every quarter - was spending too much too fast, for little return. I was proven correct as drove the company into the ground, necessitating a massive dilutionary capital raising and got booted. Even those that defended him were glad to see him booted in the end. Unlike you, I also didn't just endlessly downramp a stock. At a point almost at the very bottom, I had said that for those with the right risk appetite, it could be a considered a good risk-reward opportunity.

    You on the other hand haven't offered any substantive analysis. All this talk about capital raisings for working capital have all fallen flat. I don't need to look at the share price everyday. Not when I can see that he company continues to build the foundations to become a compounding machine and I'm happy with how its going.
 
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Last
$1.22
Change
0.043(3.60%)
Mkt cap ! $837.6M
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Price($) Vol. No.
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