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Sareum Share Chat (SAR)



Share Price: 0.80Bid: 0.75Ask: 0.85Change: 0.00 (0.00%)No Movement on Sareum
Spread: 0.10Spread as %: 13.33%Open: 0.80High: 0.80Low: 0.80Yesterday’s Close: 0.80


Share Discussion for Sareum


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potnak
Posts: 638
Premium Chat Member
Off Topic
Opinion:No Opinion
Price:0.80
RE: Hoping for a buy out
Today 09:47
I think it's inevitable that a buyout will happen. The reason I think this, is I can't imagine how Sar would work as a profit making company. It would have to be a very different company than it is today. We'd need staff, scientists, HR, finance, IT, support staff, premises etc. There would need to be a share consolidation, a float on the main markets. It wouldn't be the Sar we know today I'm banking on £200 million ish. But if we waited and were lucky then the much touted 28p is possible. I've spent the last year spreading my portfolio, just so I can leave my Sar shares alone.
 
Utahsaints
Posts: 892
Off Topic
Opinion:No Opinion
Price:0.80
RE: Hoping for a buy out
Today 08:44
You can but at present it is less than 1p. It's tempting to keep sticking more money in but one has to be very careful! I would personally be happy with 10p and mortgage paid and my portfolio heavily spread
JonTangle
Posts: 417
Off Topic
Opinion:No Opinion
Price:0.80
RE: Hoping for a buy out
Today 00:54
The frightening thing is that the figures are very conservative, £500m of net sales isn't exactly shooting for the stars, nor is using a P/E of 20. We also only get 27.5% of the CHK1 royalties.

Then you could imagine a similar sort of structured deal for TYK2 where we don't have a mere 27.5%, using bigger sales figures, bigger P/E figures etc. It's like having a number generator and you can get some quite frightening figures.
boss007
Posts: 848
Off Topic
Opinion:Strong Buy
Price:0.80
RE: Hoping for a buy out
Today 00:34
Ta......yep 7.5p looks too cheap ....if all
Comes good
JonTangle
Posts: 417
Off Topic
Opinion:No Opinion
Price:0.80
RE: Hoping for a buy out
Today 00:14
£200m would be about 7.5p a share.

Forgeting everything else for a moment and looking solely at CHK1, if the $88.4m is achieved that's around 2.5p on the share price alone and the royalties for every £100m net sales should add a minimum of 2p a share, (£100m = 2p, £200m = 4p, £500m = 10p etc.). So if, and it's s big if I'll give you that, it passed all milestones and did £500m in global sales per annum I'd expect <12.5p. That's on something that's now out of our hands.

Then you factor in Tyk2, FLT3, SKIL platform, CCT244747 etc...
boss007
Posts: 848
Question
Opinion:Strong Buy
Price:0.80
RE: Hoping for a buy out
Today 00:02
Hi hopkirk. Hope u ok mate. 200mlion would be about nine pence..... surely that's low..... do you still think be Two to four years to buyout?!ta

I hope it's 10p-15p if chk1 and tyk2 look good.....
Hopkirk
Posts: 1,673
Off Topic
Opinion:No Opinion
Price:0.80
RE: Hoping for a buy out
Sat 23:38
I guess we all have our targets and expectations but in all honesty, I would be f***ing ecstatic if SAR were bought out for £200m in the next 2-4 years.
JonTangle
Posts: 417
Off Topic
Opinion:No Opinion
Price:0.80
RE: Hoping for a buy out
Sat 23:15
I'd be very disappointed if it were for around £200m. Potentially $88.4m of milestone payments PLUS 27.5% of high single digit to low double digit royalty payments announced last September and Tim was willing to listen to offers of £40-50m over a decade ago when EVERYTHING was early stage, long before any licence agreements.

http://www.business-sale.com/news/article/sareum-ceo-says-open-to-offers-of-over-40m-27128.html

Any suitor would be buying up the potential of those milestones (small fry to the big fish) and the royalties.
boss007
Posts: 848
Answer
Opinion:Strong Buy
Price:0.80
RE: boss007
Sat 11:47
thanks for that.....that would be great.........was it ten out of ten mice......wow!!!! Just surprised it went all so quiet after? surely new on that soon.....fingers crossed
boss007
Posts: 848
Answer
Opinion:Strong Buy
Price:0.80
RE: Hoping for a buy out
Sat 11:45
WELL SAID!!!!




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