The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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@ Sang1. Well do did me a massive favour because when you mentioned Path, I looked at Path Investments and did some research. I would hardly say it is a chunk of …. I bought back in May @ .25 and they bought DG Innovate for .6. Path is expected to re list in 6 weeks at around a penny.
You also seem very distressed, you must of bought back into 4d at 80p. Surprised that you got sucked in to all the ramping
Very green
Yes Green. So you looked at the presentation
https://www.pathinvestmentsplc.com/path-acquisition-of-dg-innovate-presentation/
Green
I’m an investor just like you and I will put my money where I believe it will work fastest. Porky has just done the same thing with his money.
I have never shorted a share, it’s not what I do. My last post is a genuine post. I honestly hope that 4d makes all the long term investors a lot of money.
Stayshort
It’s green but you never say anything helpful anyway.
Is it a positive post or more doom?
No need to rub our noses in it if so.
Just short it and carry on.
Thx Phil. I’m sure that I will buy back in at some stage. I totally believe in the science and I’m determined that this share isn’t going to get the better of me. I genuinely hope you you guys hit the jackpot soon.
Gl
Stay Long.... a shame to see you leave. Good luck to you with your investments, all the best for the future.
Hi Porky.
I think you owe me an apology. I tried to tell everyone this 3 weeks ago however I just got shot down in flames. Everyone was telling me that I had made a mistake for temporarily moving my funds elsewhere. I was intending to buy back in around January time however I’m now starting to re think this. It was actually Sanji that recommended a cash shell company called Path Investments. They have acquired a company called DG Innovate that is in a great sector and IMO has far more potential than 4d. I was planning to take some money out from there but after seeing the presentation there is no way that I will be doing that now. Thank you Sangi
P
You were much more positive Sat. 19:19 .
Nothing has changed.
So I take it you are holding? And waiting?
That is my position anyhow.
I have learned to do this the hard way .
Oliveira always held the cards.
The lack of posters on this site is atypical of lack of interest though.
So imo it’s just time to shove it in the bottom drawer. It’ll hurt if it goes down. Looks likely. But who knows??
Can’t control what you can’t control.
But been there so many times.
Health is wealth too.
@crl123
It's a tough one isn't it because you can only do so much research into the company itself.
You can't know what others are thinking or doing. Some factors are just outside your control.
I don't like the fact that we have a private individual fund with so much control that has or is reducing? I hope they hare now settled. But that position will get diluted later anyhow as new funds buy in once more data facts are known.
In terms of Retail until you hold 3% its not a factor, so what i do say or anyone else does doesn't make a blinding difference does it really?
Unless you get massive positive momentum like we are seeing currently on NCYT and that's driven by market conditions and news, then retail make little difference.
Now that will of course change here. Once updates land sentiment will quickly change and we will have 300 posts here not 7 so its just a waiting game. Then retail will make a difference and any selling absorbed.
In the meantime we will see how events unfold
GLA
Then the only answer you will get will be in a TR1. Or with news. Until then, the games will continue.
Interesting post.
£1:80 off the table then.
I had already sorked out the trading pattern and it was clear there was selling set into the bots.
The problem with chatsites is that we only find out post facto what someone has done.
Are you just sharing Porky? Or is there an intention in your post. Is it to incite debate?
On this chatsite it is very hard to do that. And there are people with their own agendas. And who knows if they are telling the truth anyway. I doubt you will get a host of insightful response. More likely to just be attacked-which is frankly pathetic.
I see all your possibilities as possible.
What I am resigned to is the bots controlling this price wherever it goes.
I don’t trust Oliviera. But I don’t trust anyone in the market. And few on chatsites.
If you want to be honest, do you want to say that you are going to hold? Your average? Your true amount held. You are very methodical with what you do admit about your holdings and do not.
All your business of course. Totally.
My very short-term response is….I pretty much knew all was possible and that we have one or more sellers. Leaked info? Probably. But I am used to sitting in pain.
Joining the sellers now is not my intention.
Uncomfortably comfortable to watch s/p decrease if it does . To 45p if it does. To wait 6 months plus as may be.
It is the nature of shares to be in a state of not knowing.
So…are you holding?
Do you have a large holding?
Are you selling on a loss?
And why if so?
TBH if I met you in the real world, these are the questions I’d be asking.
You, me and everyone else only has to say the tiniest part of their whole picture on a BB.
Did you not think the present situation was possible when you called £1:80?
In addition when i last did the analysis with specific reference to Stevens TR1s this was my VERY rough calculation:-
19 August TR1 Notice (SP Range 83 to 78.5)
Transaction Date: 18th August
SELL - .69% = 1,242,000 shares @ 83p = Return lets call it £1m Back
Reduces to 10.98% from 11.67%
16 September TR1 Notice
Transaction Date: 13th September (SP Range 80 to 73)
SELL - .98% = 1,764,000 shares @ 80p = Return lets call it £1.4m back
Reduces to 9.91% from 10.98%
19th November TR1 Notice
Transaction Date: 19th November (SP Range 77.2 to 69.4)
SELL – 1.08% = 1,944,000 shares @ 75p = return lets call it £1.4m back again
Reduces to 8.83% from 9.91%
So, as i commented we had about 250k worth a day last week, so are we going see another TR1 next week confirming another couple of million shares sold to generate another £1.4m back. An even bigger dump down to where he wants to be OR does he just want out?
Am i calling this wrong and its just a short? Has he already finished selling at the last TR1 and this is just other funds adjusting?
As far as I'm concerned, this is the ONLY factor i'm concerned about with this stock. Everything else i just love. The issue is when markets are nervous and volumes are low this sort of selling has greater impact. With big news out and retail buying you probably wouldn't notice it so much.
GLA
Ok you can love me or hate me for this post but its currently how I see it and I’m open to debate the point if anyone sees it differently. I hope they do frankly....
Firstly; I want to declare that I have a decent position here so It’s in my vested interest for the share price to climb and I am still VERY confident of that over the longer term.
I added to my position as the share price started to climb but sold those additions due to the fact that every time I added it was sold into and it was starting to royally p@ss me off. As a result I am now just holding. Not adding.
I wont lie, I had considered dumping my entire holding with the view that I may be able to buy back cheaper later in January but with so many updates due at any moment I can’t risk that. I believe that we should get at least the Asthma data in before the year end, no guarantees it could be delayed but I’m going by the timelines they issued. The big data read out is in Q1 and I deffo want to ready for that one.
Anyhow, to see what I’m on about, I have spent a few hours on Friday doing detailed analysis on the trading patterns and its clear as day to me we have still have an ongoing sustained seller. To prove the point just look at the trades on Friday. Strip out all the Ordinary retail buys and sells, ignore those, just focus on the A Auto trades as they are typically your funds and II holders.
What you see is either:-
A) a run of Auto Buys of low amounts followed by a run of Auto sells that add up to a higher amount
B) a run of Auto Buys of low amounts followed by one chunky Auto sell of a higher amount
C) a run of Retail Buys of mixed amounts say 20ks worth then Auto dump 25k and sell into it.
This has occurred EVERY day last week without exception and since the TR1 that Steven issued last Friday. By my rough calculation its about 250k a day value.
Now on twitter a couple of posters think its shorts here and I hope they are right but we only have two declared shorts and they are both under .50 so either they are increasing which we will know shortly OR Steven is still reducing in which case a further TR1 when he is done or another fund selling. As long as Merck don’t sell I’m happy.
Now should this continue and the SP drift further to something ridiculous like 45p or something, IF the selling has stopped by that point I might start adding again BUT until then whoever is selling is welcome to it. From a risk reward ratio, I think the business is sound, it’s the share ownership base I don’t like excepting Merck, I don’t like the fact that Steven controls such a big chunk of the company.
I just hope the company can get some decent data out and blow these sellers or shorts away and new retail and fresh funds move in to mix the ownership table up.
GLA