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Blackisleboy think you might find if there's a TO, or similar, that Tim and John would remain as advisers, at least to the next phase wherever they are at TO time. We hope they sell on, but I think these two are genuine scientists who want to see their compounds, or their babies if you like, progress and help people lead better lives. Hopefully though they can see when an offer is beneficial for every part of Sareum, the compounds, the science, their selves and not forgetting US the Shareholders. That's what the NEDs and Parker are there for.
GLA
If SAR comes good and more than one big pharmaceutical is interested surly SAR will hold out for a high price before they part with there product. As it is the last Tim and pals will do before retirement.
Agree Potnak - our future potential may well be worth £1+ a share, but I’d imagine we’ll be taken over before then. Why would a pharma wait 3 or 4 years when our products could be worth billions, when a £1b or £2b gamble now would save them buckets of cash 2 years down the line.
I’d love to be proven wrong though, and see Thoth’s/RMM’s valuations come in and a steady divi stream for the future
On the valuations. I don't think we'll get the chance to decide. We are at the point where the risk is worth a billion or 2 of any Pharmas money and Covid could tip the balance this year.
The simple answer is to provide vaccines and treatment at near cost to developing countries but full price to the ones that can afford it. India is a no brainer. They manufacture most of it anyway.
https://www.reuters.com/article/us-health-coronavirus-waiver/biden-says-plans-to-back-wto-waiver-for-vaccines-idUSKBN2CM24Q
From the article: 'Robert W. Baird analyst Brian Skorney said he believed the waiver discussion amounted to grandstanding by the Biden administration and would not kick off a major change in patent law. “I’m skeptical that it would have any sort of broader long-term impact across the industry,” he said.' I can't really see Biden's move having any effect on Sareum's SP, or their IP for that matter, but we shall see. (This in reply to Dr.Zed's 22:55 post last night - "It will be interesting to see what the mood is this side of the Atlantic".)
Thx dr z. You have always had some unique but right views on here over the years esp on market and sp moves.
Im off on a longer rant now so skip forward.
1. Deliberately or by imcompetence we are seeing genocide of poor people in developing countries. Vaccines arent free. Hospitals arent free. Disproprtiantely affects poorly housed **** jobs people. Whether intentional or they dont care its happening.
2. No real money to be made developing world. Its USA. EMEA. Look at aids pricing. Cross subsidy works and makes us all safer.
Not sp related per se. But the poor worldwide are being genocided. Evil.
From a trading view (post sareum). Market Pricing in an inflationary boom. Watch copper. Watch silver. I think the market is wrong and when it turns (or if). Ill be all cash. No cheap labour. No globalisation. Less consumers. Protectionist govts. Be 6 months to a year at least. But market is wrong. But timing is everything as mrs thoth complained last night again.
Although Biden has signalled that he would support a suspension of IP rights for Covid Labs.
It will be interesting to see what the mood is this side of the Atlantic.
US pharma stocks dropped late in the day.
KR
ZA
Thanks for the reply WIP :>)
Unite you got a very decent reply there from WIP considering we are all short on the crystal ball commodities index.
Thanks for the reply ??
Unite - that’s the billion dollar (pound?) question. No one can truthfully answer that, me personally, right now, would love 28p a share as it would mean I can give up work at the ripe old age of my early 40’s.
Would I hold for 50p? I’ll only know the answer to that on the day (if/when) it hits 28p - it’ll be dependent on what news we’ve had, and what’s due next. And when we think it’ll come.
Most SP’s will spike to an extent, I’m not saying it’ll hit 10p and fall back to 5p on lack of further news, but I’d be surprised if it hit 10p (for example) and stayed at exactly 10p until next news. Especially if there’s several weeks between each bit of news/deals etc.
GLA
Sorry for my ignorance, is this share not going to hold up at 5p or 10p or 28p or £1 when good news is released followed by more good news , why would it drop back after first round of good global news. I’m not expecting a spike and then to bottom out ? Would many people here being selling up at 10-28p when all the further potential could still happen going upwards of a pound or more.
Andy - I've never come across any shysters who would go to the trouble of getting patents and producing compounds suitable for trials.
Hello w.I.p. I totally agree with you regarding the history of Sar and taking profits when they’re available. Boy have many of us missed so many opportunities. But, SAR are at a point where they either deliver or the games over. !! SDC 1801 / 02 are the last role of the dice for the big time. Everything I’ve read and researched over a now ten year period tells me to hold my nerve for a least the next few months which believe me can be difficult when holding several millions of shares. My Sar shares are currently worth four fold what on average I paid for them so you might say I’m lucky and take stage left. I’m also retired albeit at a very young age so Sar won’t change my future one jot. However it could considerably change the lives of my children, and who knows hopefully the lives of cancer and autoimmune sufferers the world over. We will know by Christmas the true story of whether Tim and John have delivered or are the usual aim shysters selling the sizzle whilst not delivering a sausage. Gl whatever decision you and others come to. Andy. :+)
Andy - I think that’s all of our biggest worry now, when to sell up given the potential this share has. Do we bail at 5p to 10p to make a (relatively) quick buck on the first bit of news, so we can let out a sigh of relief? Or risk a retrace back 25% with the potential of a 5/10/20 bagger from the high?
Nice problems to have, but I’d imagine secretly playing on a lot of investors brains at present
I don’t know why there’s a daily debate about when to get in or out, conspiracy theories abound, he said she said!! It’s quite simple buy you’re shares, back your research, sit on your hands and pick when to take a profit. The company give you clues every day as to the progress and what the future beholds. This wasn’t always the case as us long term sufferers know, but it is now and the only thing to contemplate is how big your balls are and when to fold your cards. Gla. Andy. :+)
If it ends up on the day let’s have an EQS every day .. ! Beats a WTF for sure! End of June seems to be the widely mooted time frame for a bit of good news which would suit nicely to coincide with my first state pension payout! Where do the years go ..almost 12 years with SAR for a kick off!!
I thought I understood most of what the potential was clearly reading the report I underestimated what those pipelines hold one hell of a lot to get ones head round but all posative stuff
I was there then and now talk about all comes to he who waits I am ready that report was amazing info and for free
**** me it's my fault now, you couldn't make it up! Think I'll get me coat, it's chilly out...
Around 11 years ago this went from 0.4p to 4p rapidly
Anyone in just over a year ago would have also either made or are sitting on big profits.
The SP seems to be holding up well as of late so who knows where the next bit of good news will take this SP.
As usual, patience required
Aye, well. No conspiracy needed. Based on past performance of AIM companies. There is a much bigger chance that the shareholders will lose all their money rather than make money. Not de ramping. Just facts and past experience. Think some here need to play that particular scenario out in thier head. It won't be Tim's fault when that happens. It'll be yours.
I'm not one for conspiracy theories but I have to admit this farce is testing me.
It was a fixed tree-shake as per normal in AIM. We even got Charlie boy temporarily trying to make the price drift lower for his employer to buy more- but the truth is 1p was never going to happen.
I haven't got a clue how to read charts or what they are saying for that matter, but we are in an upward trend with a plethora of newsflow due so any entry below 3p is a bargain, however, as seen today will try to get in lower.