4d Pharma Plc Share Chat (DDDD)

SoundsRisky - true. But if you’re to be believed, you own about 100million shares of this stock now so I wouldn’t want to see your P&L

Seems you’re buying more on every red day, and we’ve had an awful lot of red days here for the last 2 years!!

Haha StayLong I cannot deny that, the username is certainly correct, I’ve made a big loss here.

The reason I would sell here is because I think we could go a lot lower before we see this share price recover unfortunately. Just my opinion.

Well, you've bought high and sold low so congrats. Job done.

Here’shoping - there’s a difference between deramping to try and make the price go down, and somebody telling the truth. I’ve actually been quite honest through the entire time I’ve been invested here, I’ve been negative when things look negative and I’ve been positive when there’s reason to be.

My intention right now isn’t to force the share price down, it’s to give my reasons for selling.

I don’t think anything I’ve said is fabricated with the intention of de ramping, it’s the same stuff I’ve been saying since investing.

@BuyHighsellLow. Well one thing you did do right is choose the perfect username for yourself.
Why on earth would anyone want to sell now.

Oh, and I'll then post a follow-up de-ramp as well.
What a twat.

Lol - "I am not going to come on here and de-ramp now, but I will then spout on for another few paragraphs de-ramping.

Sangijuelas stands for 'Leech' in Spanish.

What's 'broken record' in Spanish? :)

Sang, in all seriousness, great to have you back. Reassuring

Crl since I bought this share, I’ve heard the following from the rampers on here:

1. It’s only going down because SO is selling

This was a particularly frustrating one, because although there was an element of truth in it, it was quite clear by early April that this was no longer a factor. And on the few green days we had, all the rampers would claim “SO HAS FINALLY SOLD OUT, ITS ALL UP FROM HERE”. Obviously the following day when we go red again, the same rampers would say “oh he must be selling the last of his shares still” - it’s embarrassing really, and completely transparent. We were promised that this share would rocket once he sold, and in actual fact it’s gone down another 25% and is still dropping.

2. The share price is being manipulated by shorters

I’ve seen absolutely no evidence of this whatsoever, I do not believe there is a large % of this stock being shorted at all. And all the talk about the Nasdaq being shorted is nonsense, the volume is so unbelievably low there that the spread is ginormous - anyone shorting on the Nasdaq would probably lose 10% right off the bat.

3. Crooked mm’s

I mean this is a common one across pretty much every chat board of shares in a downtrend. Investors want to blame anybody but themselves for their trade going south.

In actual fact I think it’s far more simple than all of the above. More people want to sell this stock than buy it, the sentiment is awful, positive RNS’s provide no relief in the share price and people are losing confidence. Most people here have lost more than 50% of their investment, they know they need to see a minimum 100% gain from here to get their money back and frankly the only RNS that can do that quickly is a takeover.

I speak from experience when I say this is the single most demoralising stock I’ve ever been in. Of the 60 odd days I’ve been invested, I’ve probably seen 10 green days and 50 red days. I’d say 56 or 57 of those days we’ve closed at least 5% below the high of day, sometimes more than 10% below. It gives you zero confidence that this share can hold onto any gains it does make.

As I’ve said, if this is taken over, then amazing - you’re all quids in. But I cannot see any evidence of that happening, just hope. Everything points to a placing in my opinion, it’s been done before down at these levels (or close enough) and it will be done again.

The funding is the big issue here, the company is spending a huge amount of money and it’s running out. After a fund raise I think the positive sentiment might come in and an uptrend May start, but we could be down at 20p by then so I’m not willing to lose another 35% of my investment.

Afternoon all , just to pick up on Sangis point regarding the cash position .. look I fully accept it’s a realistic stance by people to question the financial position of the company ,
but it’s also reasonable to look a bit deeper into the detail for the purposes of balance & looking back further on the last financial update …am I missing something here as …the chairman says this

“We continue to advance our ground-breaking collaboration with MSD in the field of vaccines. This collaboration, which is associated with potential milestone payments totaling over $1 billion across up to three undisclosed indications, utilizes MicroRx® to discover and develop Live Biotherapeutics for vaccines.

In 2021 we continued to make good progress in this collaboration.

Point being, we may be pretty close to one of these given we are into our 4th year of collaboration with MSD , they’re still here & tbf we’ve recently published some pretty half decent results and big money is very likely if that happens .

In the Financial outlook statement it then says this
“As of 31 December 2021, our cash and cash equivalents were £15.5 million.

After the year end, but before the signing of these financial statements, the Group received research and development tax credits of £3.2 million on its UK entities. “

So I’m reading that as we had £18.7 million and not £15.5 million at the time the update was published

He then says this .

“Excluding possible income from warrants, we believe that this additional cash …
the Spanish loan facility, (1million i believe )
along with existing cash and cash equivalents

…but before restrictive covenants on the Oxford loan ….

are sufficient to fund our projected operating requirements until the fourth quarter of 2022. “

(Which are the current guidelines and remain unchanged)

(So the Board feel they do have sufficient cash even with the restrictive covenant is my understanding of that .)

The Directors are continuing to explore sources of finance that are available to the Group and have a reasonable expectation that they will be able to secure sufficient cash inflows into the Group to continue its activities for not less than twelve months from the date of approval of these accounts.

The usual caveats are then applied , so yes a placing is a distinct possibility …but so are a raft of other things that could happen .

Fwiw I think the latter is far more likely myself & it is maybe wishful thinking, but after the recent updates I just can’t believe that someone like Merck is not going to step in at some point very soon and if so we won’t be at 33p
Not an advisor , defo no expert , so make ur own calls but any thoughts welcome GLA

That's right Crl it's all a big conspiracy.

While it's true that all sorts of shenanigans go on, you don't have to be concerned if you know that a company has money.

You can sit back and relax whatever the SP if the money is there. Less so if it's not

Buy high
Each of us makes own call. I wish you the best.
I reiterate that one of the reasons this price is so low is to separate disillusioned private investors from limited number of shares.
Oldest strategy because it works.
But that is never an admonishment.
All the best

Well he is not going to provide me with inside info so I wouldn't waste my time with that.

The repetitive comment about the $7.5m is a matter of life or death for 4D.

If it had to be deducted from the end of year balance?

I’m not going to come on here and deramp now, I’ve tried to be as honest as I can about this share and I still do believe that it could be a real winner in time.

But for now, I’ve sold my shares. 120k shares sold in 2 bulks (110,000 at 33p and 10,071 at 32.81p which will appear shortly)

My fear here is that we have had two excellent RNS’s and despite short term spikes, the gains have been lost within days. With that in mind, I think there will be more of the same on any similar RNS’s and the only thing that can change the sentiment here is a serious funding catalyst.

Holding out for that would be another gamble that I’m not confident about. Despite the rampers on here saying “a placing would never be done at this price”, I think that is a distinct probability and I would rather buy back in after the placing than hold before. This is all my opinion of course, and there’s also a possibility of a buy out, which would make my sale look stupid and I will have missed the boat.

But this is all wishful thinking right now - verging on gambling. The price seems cheap compared to what it could be based on the science, but also it looked cheap when I bought at 65p and there’s absolutely nothing stopping this slowly bleeding out to 20p.

Stay safe, I hope to be involved again at a power price - please do not believe the hype of the rampers here, half the reason I sold is because there are people on this board incessantly ramping and almost pretending that the price action lately isn’t a bad thing - trust me, it is. We’re in an awful market right now, we’re being dragged down by wider market on normal days and we’re bleeding out even when the market is up.

Gla all, just my opinion!

I think you need to ask Duncan that. Nobody here can answer that for you. Same with your repetitive comment about the 7.5m. Duncan confirmed that Bavencio trial is stating, I'm fine with that.

So why has it not started? Was scheduled for Q4 last year.

What's the hold up? Being done at MD Anderson who have a big roster of potential patients.

They only need 30

Well do some magic and dissapear

I know you guys believe in a Magic Money Tree but I don't.

Duncan discussed in the video that they are pressing on with Bavencio.

Guess who has arrive!! ZZZZZZZZZZZZZZZZZZZZZZZZZ

£15m cash at end of the 2021.

Burn £2m a month but will probably be making cutbacks. For example, possibly delaying start of Bavencio trial as was due to start Q4 last year.

So say they will have spent nearly £10m by the end of this month.

The big question for me is did the $7.5m they had to return to Oxfords custodian account come off the end of the year cash balance?

Mobile
You have answered your question correctly. I hold a large amount and it is nerve-wracking.

Risky
Needle is being held wiith two hands firmly down.I could speculate many reasons . Sentiment bound to suffer- inc. my own. Best to just let it be and leave in my case, as I will not sell. There is no substantiated concrete reason why , and selling at this price?? One of the reasons why it is here…to shake unsure investors holding smaller amounts. Sure, the funding is an issue but it’s not imminent. Let it be.

I'm still buying : ) Over 100k now.

....also, some of my buys yesterday were posted on here (lse.co.uk) as sells. What's that about?