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I dont remember saying 8p by november but nor do I care to go check my history, if asked for an opinion it sounds fair especially if it was PRE the RNS on CDX and Global Co.
I am honestly astounded that the SP is still 2p, simple as that, its not that I believe there will be a blockbuster RNS tomorrow that will suddenly cause the SP to go from 2p to 8p. Its simply the case that having looked at many similar companies, many licencing deals and valuation sites for pharma and bio companies in the area of oncology and in particular with CAR-T and CDX. With the fact they have 10mil in the bank, the fact they have stated black and white NO PLACING, this company is massively undervalued.
At this point its very likely we are not 8p come November, but not because the company is not worth it. Logically if a placing was due I could see the value in shorting or keeping the SP down for those who are so inclined as a lower SP means more dilution locking in a lower price and makes exiting a short position easier. But emotions aside I cannot think of a better investment opportunity than here, obviously I took advantage of POLX to bank a nice profit but right now its the best bet out there.
Crypto will PROBABLY give better returns if you get the right coin in the very short term, but I am just not touching it, risk of getting wiped out by regulators etc just puts me right off.
Anyway, do I get a little over excited by the prospects here? Yes sure, but likewise its because I have done my homework and I believe in the company, a company which has just taken over a lab facility to manufacture CAR for CAR-T which they plan to commercialise. I am sorry if people get hung up on the fact that it may take years before they sell anything, its irrelevant, there is an intrinsic value in the IP. The company wont sit at 20mil for the next 2 years 11 months and suddenly be valued at 1bn in 3 years time.
In fairness I am probably a little more animated and active than normal because I see people posting time and again "yea, and so what?". Its honestly very frustrating and like banging your head off a brick wall, people just cannot see that Hemo are making massive strides, much stronger than a year ago, yet 1/5th the mCap.
Anyway, I have to head for a bit, as always, I HOLD and ADD, have a nice day.
HEMO SP is not being manipulated. You're in complete denial... whatever keeps you sane.
Stu, it's good you are at least a holder. I suspect you are waiting for something more concrete to happen in a RNS before investing some more maybe?
I agree with part of your communication, maybe JHFH is overly optimistic at times, nothing wrong with that though in my opinion. I also think the share is being manipulated (held down for want of a better phrase) and probably should be at least treble the price it should be at the moment.
Anyway, I'd be interested in what you think might happen to HEMO please, lets say within the next year
JFH,
I am an investor and I do not have an agenda other than see my investments grow.
I don't doubt your integrity as a true believer in Hemo.
I am though concerned that some of your posting is borderline fanatical.
In itself that's fine ,each to their own BUT some will trust in your predictions and opinions and could pay a financial penalty for that trust. I could name those I suspect already have!
The example I'd highlight is your prediction of 8p SP come November.
To make such a prediction and then say the market is wrong when it doesn't materialise(as I expect you will), is in my view being in denial of one's ability to logically and unemotional assess investment data.
Still time to run so let's wait and see, you may be proven correct !
Seen those before thevid. Absolutely spot on.
Very interesting read. Seems like all points are relevant in Hemo's current situation
Think this explains hemos position at the moment.
https://www.griproom.com/fun/10-signs-your-stock-is-being-manipulated
Worth a read.
https://conscientiouscapitalinsights.com/confessions-of-a-paid-short-or-basher/
Just out of curiosity Stu what is your agenda? I take it your not a shareholder and not planning to invest.
Like I said, irrespective of news or no news the SP is wrong, the mCap is not even remotely close to a fair price.
The SP should have bounced long ago, the fact it has not is no reflection on the company but on the market.
If you dont like the company and dont think its a good investment then by all means find another share or try crypto. I am happy to invest here, happy to hold and add if and when I can. I believe the market at some point will let go and the SP will bounce. I am comfortable holding because the CEO has stated no placing, without dilution to lock in lower prices the pressure is off here. If you dont like Hemogenyx thats fine, good luck finding a better investment.
JFH,
Ok, so as I understand your comments either or any of the following will achieve the re-rate to north of 8p come November.
1. CBR Update
2. Hostile takeover
3. Nothing in particular
Are we due an update on CBR within the next two weeks ?
Has there been anything suggesting there could be a hostile take over within the next two weeks?
So it looks to me we're left with point 3- Nothing in particular.
I don't share your optimism that the market will, within the next two weeks, suddenly reconsider the existing situation and move the SP north of 8p.
Jfth great post m8
I repeat, Vlad has said they are fully funded, there is no dilution coming. They have confirmed CDX and HEMO-CAR-T work at this point and are progressing to clinical trials and will announce details on CBR soon. Irrespective of what the SP is, what do you think is a fair mCap for a company with this pipeline? Forget about the history and negativity with the CLNs in the past, WHAT is the pipeline worth?
When people start to look at that and answer that in connection with no dilution they will understand my confidence.
The fact the SP is RED despite a positive unexpected RNS with no FOMO shows this share is being abused, the mCap bears no resemblance to the Intellectual Property owned by the company nor the work they are doing. You want a catalyst? It could be anything:
CBR - Update is due, we have been promised more details and regular updates which probably means the Patent Application is ready, with winter, fears of lock downs, more deaths etc Covid is as relevant now as its been all year. One good update and we could take off on sentiment plays.
26-Oct-2020 - The current 52 week high gets taken out, who knows maybe the SP IS being held down for a hostile takeover at a cheaper price.
Nothing - Nothing in particular has to happen to be a catalyst for re-rate, the company is significantly undervalued. At some point the SP will bounce, not because of some new breakthrough or vlad pooping gold bars or discovering high gold content in the basement or hitting an oil reserve, but because the SP is wrong.
JFH,
All interesting stuff but what do you think will be the specific catalyst(s) with the next couple of weeks to achieve the re-rate you predict ?
Thanks
IMO the company should already be 8p+ which would give the company an mCap of 78mil with ~10m in the bank, so lets call it 70mil. Following the licencing from Eli Lilly of their IP CDX now sits as a complete treatment ready for clinical trials, allowing for massive discount because of its pre-clinical state its probably worth about 70mil all on its own as it stands today. Then you bundle in CAR-T which vlad has stated they will be talking to the FDA about soon + several patents including Hu-PHEC and the monoclonal antibody and 8p seems very cheap.
Clearly Hemo is hated and there are those who would rather beat it down at every opportunity, good RNS or bad, its frustrating and disgusting but Vlad has confirmed NO PLACING so without further dilution any drop is temporary and just a blip, whoever is dumping or shorting cannot keep it up forever. Its gotten so bad despite good news after good news it feels more and more like shorting, well.... Been in plenty of shorted shares in my time eventually something has to give.
Ill finish on this, Vlad has said they are fully funded, there is no dilution coming. They have confirmed CDX and HEMO-CAR-T work at this point and are progressing to clinical trials and will announce details on CBR soon. Irrespective of what the SP is, what do you think is a fair mCap for a company with this pipeline? Forget about the history and negativity with the CLNs in the past, WHAT is the pipeline worth?
When people start to look at that and answer that in connection with no dilution they will understand my confidence.
Morning JFH,
Just wondering what you think the catalyst will be for the re-rate north of 8p within the next couple of weeks, as your previous predictions ?