Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
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Good post Shear.
Always good to top up on a quiet day when sentiment is down. Thought I'd had as many shares as I wanted but can't complain at these prices, especially when a side bonus Ebers deal is worth more than Mcap at £51m.
It is good to see that an increasing number of fellow posters are taking a more measured and longer-term view of possible new developments.
The ShearClass post below is almost just that................sheer class!
Dan stated they were at medium stage discussions, So if they were not he can not say this, trust me this will take at least 3 months minimum for it to complete, Thats why the sells here, The market will correct itself once we get closer to news period
A few points that I think are relevant to the discussion here;
The 2018 interims were released on 20th December, so I believe we can expect them this coming week. This will no doubt provide a boost as it will objectively depict what has been a very successful year for NFX. Revenues will be shown for the Ebers collaboration + the milestone payments from Newsummit. It will be interesting to see how they present the £2m that remains outstanding in the acccounts.
Secondly, I find it incredible that anyone would sell after listening to the three interviews that stated the expected newsflow over the coming months. Yes Dan listed the items he expected and there may not be any huge news until the end of Q1, but there also has to be a high likelihood of something unexpected appearing.
A milestone payment relating to the £51m Ebers collaboration could appear at any time for example, as could a partner for rest of world for NXP001. As Dan made clear regarding the Times leak on Japan, if Nuformix were involved in any advanced discussion on other markets/products, keeping talks private is vital to negotiation. Therefore he clearly isn’t going to disclose any information in an interview!
So in summary, surprises could appear at any time - selling out because the price has fallen or because you believe news is months away is a sure fire way to miss out on a 50% - 100% markup that would be added pre market on any significant deal. And we’ve all seen how crazily fast NFX can rise on speculation alone - just look at the day of the placing when it went from 8-11p in one afternoon!
It’s also a sign that someone is backing this with some serious cabbage. You don’t drop 40 k just for the crack .
Let’s see if we get anymore large ones....news might not be that far away.
Nice delayed 600k buy above the ask 5 mins before the close - a sign that this is very undervalued at sub 7p!
I’m guessing you don’t understand what a huge positive the election result is for the markets.
Soup , when we get a decent rise I will be slicing .
Protect capital is king !
Ah ok, does that mean you’ll be selling again into the bounce?
Soup Boris bounce !
Oh ok. When you sliced, did you press the buy or the sell button?
Soup I didn't sell I sliced there's a difference ,
I will tell you when I slice again , nothing to hide ,
Hope you slice too ,
As long as they are stickier hands than yours group.
Don't forget to tell us when you sell like last time.
The more shares that end up in sticky hands the happier I am .
The price will go up quickly when we eventually get news,
It don't take much to get "feel good " here