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Boombaby
Don't feel sorry for them ! Statistical platers don't add much to capital markets in my view other than providing some liquidity.
The risk to PI's though is that if there is a period of "inactivity", with little news, rather than close out their positions attempt to minimise their loses and redouble their efforts to take the price down. A very risky strategy I would suggest in the case of 4D but one that has certainly been successfully implemented in other stocks.
It s one of the rare occasions whereby shorts are (almost) welcome! Being confident about the share price, even in the short term, I see the shorts serving the purpose of facilitating situations of share squeeze...after all, rns are due either imminently or at least in q4.
As a LTH I'm not concerned about shortterm fluctuations
JCEP
'they are looking for very short term technical'
and doing a bad job at that as their losses are in double digits this year. Their presence here falls in line with their performance: they are here to loose even more money. I almost feel sorry for them.
Trendz - the great thing is we did get the equivalent of a placing but at a higher sp to the then price rather than a discount. Its not just that we are quite wellcashed up with a good pipeline but that over time some of those short term traders Jimmy is concerned about will sell out for a quick buck but be replaced partly by an inflow of more serious long term personal and institutional investors.
As interesting is Voleon is a statistical arbitrage player. They don’t really have a view on the fundamentals....they are looking for very short term technical returns.
Those numbers can be very misleading because of the reporting thresholds. They are better looked at in conjunction with other data such as shares borrowed. It’s possible that overall shorts are down whilst individual firms that are reporting are up.
Olly put a link above.
https://shorttracker.co.uk/company/GB00BJL5BR07/
Worldquant lowerd their short position on 21/10
Chazingh
What data do you have on shorts increasing on Thursday please ?
One last point - how cool is it that DDDD are leading a new way to treat cancer and are providing ground breaking data for a new therapeutic treatment that has no side effects and is safe (vs chemo and radiotherapy). Prolonging and saving lives and at the very forefront and partnered with the biggest cancer drug company in the world. Not only can you make loads of money but you can be part of a wonderful and life changing pharma story!
Ha. Well, I told my girlfriend that I had £110,000 here and she said the same thing! Let’s see. Hoping to make a million here. Have spent hundreds of hours looking into the company and I can’t see any better risk reward play on AIM right now. Personally, I think the recent fall from £200m market cap was based on the market misunderstanding the IBS results and also fear mongering over a discounted placing. Funding will never be an issue for the company now - all future capital raises should be at a premium if the company progresses as I expect. Also the market hasn’t fully woken up to LBT space and the oncology results will prove to be the catalyst for the huge disruptive change.
Of course, I could be wrong and may lose a decent chunk. DYOR and only invest what you can afford to lose and/or have tied up. The £1billion target is based on my feeling that a big re-rate is due but it could always take longer than expected. No doubt in my mind that the £1billion target will be met soon enough! also, anyone watching the recent interviews with Duncan will see that he also shares my below stated bullish view.
Trendz you are one crazy mo fo but I like it!
And also just to say that the below valuation target takes into account the value of the entire pipeline. The Oncology results were the reason I invested here but obviously IBS data/phase 3 progression/partnership, Asthma data and Covid data also all expected in next couple of months...
The fact that the shorts haven’t closed and have in-fact increased since the merger announcement is very good news. It means the SP rise has had nothing to do with shorts closing. To close these shorts is going to be very costly for the shorters and will have a significant impact to the upside. Watch this space. I thought the short squeeze was happening on Friday but clearly not! FWIW, my initial end of jan 2021 price target is £11. This is the equivalent to a market cap of £1billion and would put us at 35-40 % of the value of Seres. This target is dependent on (i) the data for MRX1058 (the Keytruda data and the monotherapy data) being as good as expected when released in the next few weeks, (ii) the Nasdaq Listing completing in mid Jan as expected and (iii) no unexpected bad news arising (difficult to see what...)
May sound overly bullish but that is my honest view of what a fair valuation of the company is. I called the same with NYCT when it had a £200m market cap a few months ago and was vindicated (you can go back and see my posts on this).
I have posted before on this but in my view DDDD is a far better company that Seres. Much better pipeline, better AI and tech, biggest upside revenue potential (Keytruda is one of the biggest selling drugs in the world), 20 percent management ownership, leader in the LBT field... the list goes on
Since the shorters positions are declared I assume that means they've already sold what they've stated. And despite that the share price has risen. That must be a good sign?
They are betting on a price drop. Doesn’t mean anything until they need to buy the shares back and then it’s spikes a little as they close the short. For us it could mean they are correct and it drops but it’s short term thinking. Longer term these shorts close and have no effect on share price.
Thanks - Is that going to be a problem this week?
Shorts increased on Thursday on the whole
Hi - Does anyone have an update on the shorts that are still in play?
I do hope so, and that it goes there immediately and quickly and burns any current shorts to a frazzle. They are trying to make money at the expense of investors and against the success of the important work the company is doing.
I agree with JustJimmy, and that's the reason it will retrace back to 180s after reaching 220s this week.
Post-Consolidation, it will rise huge in my opinion.
Hi Basscadet. Given C19 trial's time scale (42 days for final data collection) even if it's re-started in Sept, we could teoretically get an update very soon. It's only 90 participants in the end of the day. Let's wait and see.
I reckon until we hit NASDAQ we will still be at risk of AIM volatility etc
.... Nothing to worry about for LTHs as we saw at recent swings