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I think we get the point about more shares not necessarily having a negative impact on the SP.
This of course will depend mainly on who buys them but of course there is a big risk that the SP will fall in the short term.
* less short term style investor
Damn fat fingers
Yep Wigscoff - see you back on the Telegram group so soon. At least there you get a more reasoned thoughtful well researched last Niger term style of investor capable of seeing the bigger picture
Thanks R&H.
Always nice to come in and stir up the hornets nest. Helps to induce some fresh thought at least.
I’ll be back, stark ******* naked, with my claymore to do gladiatorial battle another day. Next time I’ll inscribe it with ‘I’m a pompous ********’, to make the fight extra delicious.
Good day to you gentlemen :)
As you say Wigscoff it’s a good job Duncan is running this growth orientated company in the best long term interests of the the company and its development programme rather than some short sighted greedy trader style investors which you get in AIM . That’s the difference between AIM and NAsDAQ - US investor see the bigger picture and are not hung up on the short term SP
FYI Wighammer perhaps you should do some research later this afternoon and look at recent Merck take overs of biotechs (who are still in pre-clinical and development stages). Look at their pipelines. Look at 4D. Even at a glance even the most pig-headed amongst us can see an immediate valuation of multiple billions without even drawing breathe.
I think the issue here (taking some the heat away for a moment) is that many longstanding shareholders do not feel the company needs a lot/as much investment and have been holding for some time for greater returns and are concerned about the dilution. objectively dilution is still dilution.
I dislike people who give valuations or say multiples of share price (when even 2 x is a multiple) without putting dates along the way.
If people want to do this then have the decency to make your case with dates so you are accountable in some way, otherwise those people are simply ramping and misleading people.
Lol. Shouty new arrivals I’ve been an investor since the low 40’s.
Also if anyone’s got a squeaky bum about this, sell all your shares, I urge you sell sell sell. Sell them all.
Is that better lol, any price here and lower is a complete gift. I will add allll the way down if novice investors want to sell.
The difference is some people have no idea of business. People want everything for nothing. Want to have a company that provides shareholders multiples of it value, with no R&D, no delays, no unforeseen circumstance, and no raising!
The whole point of being listed on any market is to RAISE CAPITAL BY ISSUING SHARES, that is the 1 purpose of being listed, otherwise you remain a private company.
Then when the company exercises that right, to raise capital through an offering, and people having a hairy fit! Laughable.
Believe me I’m not ‘surprised’ in any sense, and I don’t think anyone is ‘pleading with DP’ I am happy they are raising capital I think it’s great news and I also don’t care if he raises at this price (that is you, not me)
The company plans for its potential. 4D insiders have a very good idea of the company trajectory. If a 450m $ company (post share offering) then becomes a 20 billions dollar company that’s still moving over x40 times is current value.
Merck have a significant share holding and we are collaborating with one biggest selling cancer drugs on the market, ever. Pfizer now want a slice. Ark are sniffing around. You don’t have investors of this size involved without cause. We’ll see who else wants a slice.
And all your argument basically boils down to is - well I didn’t want x 40 I wanted x 70.
Duncan could come forward tomorrow and say he cured cancer and you would still have an issue because he hasn’t cured aids.
People here will just find constant fault in everything.
This is the exact reason the share price is the price it is. Literally. The reason is because of people like you lol.
Im not a new arrival!
I have a view beyond the Nasdaq listing. Yes the SP will increase due to the nasdaq listing, and yes any new share issue may dilute short term. Beyond this it is about results, and as a long term investor I am confident that the results will come. On this basis the share price will reach in excess of £20+, and higher with production. I have invested for the medical results, not the listing, because that is where the real value lies. The american market allows this value to be realised.
My take on the new arrivals... a group of private investors have been taken by surprise by news that up to 40% of the shares will be issued, or around 75m, happening soon. They’ve got all upset and pleaded with DP, but are resigned to the point it’s coming. And now they’re here to tell you it’s really good news so pleaaaaase don’t sell, cucks! Impact: it you thought this was heading for a 1bn usd valuation on Nasdaq move, that takes you to around 275p, rather than previous 400p+. Thats still nice, just not as nice, Getting to multiples of that 275p is most likely dependent on results - if good, happy days. The naive hope (including that of the shouty arrivals) was that dilution would come later at a higher price. Oh well. Think we can still agree 275p is a nice number from here. ATB :)
FACT: on 3 February 2021, MaxCyte had placement of 5,740,000 new shares , but at a price of a premium of approx. 4.5 per cent. Then the next two days share price jumped about 11% and 18%. So dilution ? Nope!
The in-house and fully owned capability to manufacture at capacity will take care of that you cake addict!
And we are taking the mixture to where they have a bigger oven To bake it!
Wigscoff- and just to ram the analogy / point home
Remember 4D have the secret patented ingredients or call shall we call it the yeast to make the cake expand. Bigger cake bigger slices for all. Multibagger!
Very well said Wigs88. This isn't an AIM lifestyle company, raising funds to buy the boss a new yatch. A private placing going to iis shows true conviction and belief from those investing. Regarding the price of placing, Duncan has said on many occasions how undervalued the company is. Do you really believe he would raise at a discount to what is currently an undervalued price?
Do you think a raise at current price of c40% additional share would lead to a 40% drop in sp? Obviously I wouldn't. If someone is taking that many shares at current price, it will just mean current price is now the floor on which to build up from.
Nothing to worry about here. Onwards and upwards. Very bright future indeed!
I think if they receive 100m-200m should be enough for them to cover a few dozen eggs and some cake mix. Dont worry buddy you won’t starve we’ll make sure you get a slice.
Ya cant make a bigger cake unless you have more ingredience.
Here here!
Exactly, very eloquently put haha :)
Wigscoff- they just don’t get it.
I’ll try one more time too
Think of what Wigscoff calls runway funding to commercialisation as gaining the right ingredients through some dilution to bake a bigger cake - bigger cake means bigger slices each - dilution can therefore a positive, particularly if timed to coincide with inflection points or positive news announcement of clinical results which drive a SP rise
I mean you’re half right! I generally only come on LSE to harass people for talking complete tripe and then I just can’t stop myself.
I doubt people get a word in edgeways, shouty man. So you think Duncan is going to offer the shares at a massive premium to where we are now? :)
Wings...you are coming across on this BB as a bit a pompous know it all.
I assume with only your 66 posts you have been banned before
You have no idea what price Duncan will offer the shares at lol what are you talking about!
Lol also why are you concerned about your percentage of ownership.
Why don’t you shoot Duncan an email sounds like you’ll be able to help him navigate the ship!
I have no doubt the company has a very good idea of the potential overall MARKET CAP that could be achieved post offering and where this will take the share price.
Doesn’t Duncan have like 8-10 million shares last time I looked? I’m sure he will be making educated choices for the benefit of both the company and his own shareholding.
Whichever way you try and peddle your bull**** the share price will be MULTIPLES of where it is in 3-5 years. Certainly within the next year it will multiply.
This could be a 20-30 billion $ company.
If you think your research is on point why don’t I invite you to one of the groups where you have investors that have been researching this from day dot and you can throw your ideas into the lions pit.
People obsessing over share count. Even if they go for the full 40% at the exact price it is now it’s still massively undervalued! Even then (without doing any calcs it will still be under a 500m $ company, and all the additional shares are held in tight grip. So the float doesn’t change.
this is like a Punch and Judy show in here
You don’t understand the benefit of not giving half the company away at a dud price. Really?
Pfizer and Merck already signed - others can sign too - without giving up half the company.
Hilarious that someone bemoans the undervaluation then sanctions giving away half the equity at the same valuation.
But you keep shouting, the cucks love it :)