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If you think that it's stupid to analyse the various options , then so be it
I for one think that it's important to evaluate and debate the options , not for the reason of being ´right ´ or I told you so ´ but to be ready to react to this scenario or the other ... When one is prepared , one will be able to react accordingly ....
In my experience biotech investing is all about watching the angles ( and your back ) because as said before , the unexpected happens regularly .
Well , without any TR-1 it's difficult to say , don't you think ? Many PI, including myself have bought more , but that does'nt explain the daily volumes ... When one sees 300k + trades going through , it's hard to imagine that it's PI Who are buying .....
I know it's ´popular ´ on this board to pest about me and my contrarien posts . You amongst others have wanted me filtered or musseled since the beginning .
If you have learnt nothing from my posts then tough luck on you :-)
This is not a popularity contest but a place of debate where both sides of the coin should be exposed.... There are those like you who only want to see your own viewpoint reinforced and have the others shut up :-)
Nolupus - Yep good point who is buying I think from what others have posted here it's easier to defer TR1 disclosure on the way up than on the way down so we could end up with a nice surprise at some point.
But the share price is doing the talking in that the aggressor is definitely the seller at this point in time.
Notnow - I have no idea. I wish I did. I just don’t think they are dumping stock on company policy alone. Even sharesting said he thought they reduce to 10% to derisk then stop. It s looking like That “forecast” was wrong.
Without talking about ´ priviligied information ´ or insider trading which we know only happens in films :-) The II has always got a better access to information circulating in the market, than any PI.... They have access to all financial records and data from many sources They will always be one step ahead of any PI but
They don't have access to any un published clinical data so we are all on the same footing in that context
Whilst we are solely focusing on Synairgen they will be focusing on the general market as they will have their fingers in many pies .
Some are assuming that they continue to sell here , and that they are distressed sellers , some would also point out that they have supported SNG for many years and even more recently in the last placing . We are all disappointed that the SP is not going the way we had anticipated but it's just too easy to say it's the fault of ´ distressed II ´. Imo
As someone who is heavily invested here and been around the lse forum for some time... ShareSting & Ghia are a breath of fresh air (as are a few others on here). Knowledgeable, well-researched, pragmatic, balanced. Thank you!
Lansdowne are on the brink of becoming the next 'woodford'!
They are exposed to illiquid funds, sng is a perfect example, and they are taking the opportunity to sell as they arise. Sng isn't the only successful (+700% YTD!) share they are being forced to sell as it has become relatively liquid.
It isn't an investment decision, they are desperately trying to save their business.
On the other hand, if Licht or link start serious selling I would be worried, but they don't need to sell hence no tr1 from either.
Nolupus - Why would a fund manager have the ability to do better research than a PI? They are not privy to more information than a PI, that would be insider trading. They know the markets well so understand share price movements, they get called upon for funding rounds so get lucrative entry points.
But to suggest they understand the drug the company and the market better than some Pi’s is a falsehood.
They are managing a portfolio of shares so do not have time to dedicate to a small subset.
In the current volatile market it is easy for PI to outperform a fund manager as we can be more nimble with our portfolios.
A fund cannot simply just pull its holding, case an point Lansdowne here they’ve been at it for a month now.
Nolupus. Are you saying Lansdowne have insider information and are tracking every piece of research and following every interview published on Interferon. Wow they must have a large team focusing solely on Synairgen. Didn’t realise that !
IF one believes that they know more than Lansdowne who have invested millions in SNG over the years and therefore have done a hell of a lot of research into the company and it´s markets well they should maybe think again , imo
Seb46 nice try. Maybe you should follow Lansdowne investment strategy and sell up. You bring this up daily and it’s getting a little tiresome to be honest. Lansdowne know nothing more than you me and my postman. They are one of the worst performing funds in the market. They are desperate for cash. End of
Seb- There's been no indication the other major's are pulling out or decreasing here. But for all we know they could be flipping the book and buying back there own shares through another management. Its a win win for them dependant on the end game.
I have to agree ref Landsdowne ...... why do people think they know more than them ? They have a better insight surely and we can’t just assume they are pulling out due company policy. Instinct says there’s more to it sadly