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London fair shout. I would appreciate your response regarding senators comment about 90 minutes ago and then the comments following. I appreciate a few are mine.
But if there is chatter and discourse then imo something is brewing.
Many thanks in advance and Dan.
Thanks for the reply Steady.
My day job is completely different from personal account investing. There are lots of principles that apply to both but in terms of companies that I look at, completely different.
But as you rightly point out, you learn to trust your instinct and gut feeling which you continually feed with more information to help you make these decisions, and that is before you consider what a company is worth. That is where this board has been so good - and not just because shares have done well in the last twelve months or so. Constant information to feed the knowledge bug. From the days of Hopkirk et al to more recent musings of regular posters, it has provided the links to help make more informed decisions, and step in to build up a position over time. Hasn’t stopped me being 40% underwater with Sierra mind but thankfully a rounding error compared to paper gains in Sareum.
But without going on and sounding like a pompous so and so, the main difference with the day job is the oxymoron that you have to sell your best performing investments because they become too large and therefore too much of a specific risk to the overall fund (relative to the benchmark you are measured against.)
And, as you say, being accountable to just yourself and not a team of risk analysts who use backward looking data to more often than not incorrectly predict the future is one of the biggest pluses of pa investing.
All the best
Thank you for your kind response, I’m a holder for sure just annoyed with myself.
There’s no doubt the company is going to fly that’s why I want more shares . I’m an open book with no agenda, I’ve posted slot today because there will be a lot of people on here with similar pain and you guys are really knowledgeable and can help .
I just don’t get delayed trades and the plays going on
I’m here for the long haul I don’t day trade .
Regards
Gilbo
London.
Absolutely respect your comment. It's refreshing to see what the chatter was like a month ago on this bb as opposed to the drivel that tends to overtake a bb with potential and bless them they tend to cross ramp.
As you mention you are a portfolio manager and that will entail your clients investing with a risk element, and you will give your best opinion.
Do you have a little account sat in the bottom drawer personally that you look at the fundamentals and think....this could be something....and close that drawer?
I'm not a portfolio manager as I only answer to myself. So I take a bit of a punt. But like to think I'm not naive.
So my point. Totally respect your point. 100%. But when I read the very long scientific report with my basic understanding of DNA and RNA I was gobsmacked. I'm going with a glitch with introduced RNA and the need to prevent cytokine storms due to the replacement of thymine with uracil that therefore cannot be removed.
That's my opinion. And each to our own. But have you ever had that feeling that you just join the dots?
I could be wrong but thankyou for a mature conversation.
Best regards Steadydanny
Gilbosconi@hotmail.co.U.K.
What's your email address Martin I'll fire it over.
Certainly is! How's tricks?
I don’t have your mobile Saul
Steady.
Absolutely fair enough and I have no problem at all with people having different opinions. I also have zero interest reproducing your comments to prove who is right or wrong. That’s not me being disrespectful in the slightest - we’re both long and both want the same outcome, so not knocking anyone from having a view that differs from mine.
As a portfolio manager, warrants give me financial leverage. The only reason I would exercise non-publicly traded warrants would be because they were in the money and due to expire or because I wanted to sell the underlying equity.
All the best
Is that you Saul
Does FPA, BA, JPM,or MSV mean anything to you?
Really good thank you , just annoyed with myself
London I beg to differ but respect your opinion.
Let's see what unfurls. But I'm of the opinion this is not just about Sareum and a couple other companies will come to light. So investor confidence has a ripple effect.
You can obviously reproduce my comments and see if I'm wrong or right and respond accordingly by Tuesday next week. Happy with that.
Best regards and wish everyone well
Steadydanny
Gilbosconi old bean how's life treating you?
Steady - so putting £2.5m into shares already doesn’t show support?
There is absolutely no further upside for them to exercise but there is potential downside. So if they do want to get to the stage where they issue a TR1, and this would lead to share price strength on it’s own, better to have committed the capital they would have to part with to buying shares in the open market. The warrants give them financial leverage which disappears once exercised.
Clever and shrewd does not mean subscribing to warrants that at one stage today were only 10% in the money when there is only financial downside risk to doing so.
London because they have put nearly £2.5 million into it and are probably wanting to show their support earlier rather than later. Good for them and good for us. You think this drop earlier was a coincidence? They are probably mopping up other shares here and a TR1 incoming. They will announce themselves.
Hang onto your hat.
They ain't a HNW individual by accident.
I'm reckoning like any successful business person they are very clever and very shrewd.
Tick tock tick tock
You are a top bloke . Thanks have a nice evening
Gilbosconi. You dont know the basics yet. Stop trading. Buy this book. Read it for a month. Before you lose anymore.
https://www.amazon.co.uk/Technical-Analysis-Financial-Markets-Comprehensive/dp/0735200661/ref=asc_df_0735200661/?tag=googshopuk-21&linkCode=df0&hvadid=500792593882&hvpos=&hvnetw=g&hvrand=4144002191155403262&hvpone=&hvptwo=&hvqmt=&hvdev=m&hvdvcmdl=&hvlocint=&hvlocphy=9045761&hvtargid=pla-433931155081&psc=1
Thank you that helps a lot , a bit underhanded though , could we see this kind of thing again .
I agree the company and the people involved look brilliant as it did a year ago when I first invested .living near Cambridge made me want to invest in them ( not play ) even more .
Ask yourself why you would exercise warrants that don’t expire until June 2026?
Imo they are sat on a good quantity of shares held by their handlers and sell to cause disruption and confidence concerns. Therefore the mms drop the price and in the background a fill order is placed to suck up the other share sell offs but report at a later date as the order hasn't been filled. So don't report it.
I've seen this a couple of times and it works on those who feel they have been spiked.
I reckon we will be above 7p through to Monday and then a warrant exercise rns on Tuesday.
I'm not going anywhere.
That was my point earlier, I dont understand and am honest enough to admit it . There was a mass sell off during the time the price went up
Could someone please explain, it’s not logical.
I make it around 30 million reported after the bell - mostly "reported" as sells - but can't be bothered to check if this is actually the case - quick Qs for the experts - I'm aware of the argument that every sell has a buy (and vice-versa) and that it may have been the case that mms simply filling orders but - 1. doesn't this majorly distort the SP -? 2. is this a form of manipulation by mm's ?