George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
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Sangi - so November (late autumn) was just your pure speculation then? Just want to make sure i am getting this right? Nobody mention late autumn. You sounded very sure of yourself and normally consider you trustworthy. Cheers
Sangijuelas1
Posts: 1,737
Price: 108.00
No Opinion
RE: positionsToday 08:19
Nope he said late autumn so maybe November.
Watch the presentation
Big investment houses speak to companies as part of a larger due diligence process. It's good to have the opportunity to speak with them but they are unlikely to start investing 5 minutes after having a conversation.
PATH is the future of office work . I ended up investing in them after doing a lot of research into Blue Prism, which was heavily discounted but all I kept finding was that PATH were so incredibly far ahead that the fact they are worth 40x what Prism are there are good reasons for that.
I did buy a load more 4D on the drop into the 90s so I was well overweight.
Saying that after the Blautix drop last year I had the whole of my ISA in 4D at one point
Although I like the look of PATH. There is no way that I would sell any of my holding in 4d. This could and probably move very fast. I would be gutted if I missed out
I would also guess that there will be a lot of buying after today meetings
Sanji. What’s the deal with PATH. I have recently bought a lot of shares in this company.
When a little pharma co says into Autumn they mean into Autumn.
That doesn't mean that there wouldn't be other developments.
I was also in the process of rebalancing my portfolio as overexposed to biotech companies and needing to explore some other opportunities like PATH and AFRM
and updateS.
Could still be news in June based on that statement - note he said AND.
Yeah I trimmed about 20% at 108 as very overweight here and don't want money sitting idle through the next couple of months.
Once traders expecting June news have moved on no doubt I will be able to buy back in the 90s
"Later this summer."
"Did you say later this summer?"
"Later this summer and into autumn, yes"
So entirely consistent with September.
It’s coming from Sanji
Many thanks mate - I watched the presentation but did not clock that - appreciated! So where is this November scaremongering theory coming from??? and why?
JackRussell2 - were those his exact AS words in the last Oncology R&D workshop ? Last summer/autumn? Because based on what DP was saying a few months ago i had in my notes end of Q2 (which is clearly no longer the case)... but didn't have it as late November.
Maybe December even....
I'll take your word for it, remember him saying something about Autumn.
Nope he said late autumn so maybe November.
Watch the presentation
@Sanji I remember Alex saying they would release the data when they had 10 people in each of the main 3 cohorts. Are you sure he specifically said October?
I am talking about the update they gave a few weeks back with Ladenberg Thalmann
Check out this interview with DP from a couple of months back. From 3.30 onwards... Hopeful of more readouts in June and again in September.
https://youtu.be/QvD-mnQLRJA
The most recent cancer presentation
Where are you getting October from? We are due readouts in June and September for Mrx 0518 and asthma and pancreatic cancer readouts in between (July/ August)
Yes understood but would it be expecting too much to hope for some good news? Probably is I suppose.
0518 data is not due until October time
Stranger things have happened!
It would. I was only thinking the same yesterday. It would be great.