Stefan Bernstein explains how the EU/Greenland critical raw materials partnership benefits GreenRoc. Watch the full video here.
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Did Eileen give us any updates since a few weeks ago...i feel like I'll die of old age before we get the golden rns and im only 33...even a bronze will do for now and we'll work our way up
Thanks for the clarification re Polar.
I cannot believe we needed a post to clarify Woodstock's "conversation" with Polar Cap. good grief.
Guys.. i think Woodstock's post earlier re Polar was a sarcastic reply to an earlier post from jwd222. Nothing going on at Polar.
Completely wrong. Polar has full discretion over what it invests in - it does not take instructions from investors, and why would it? It would completely undermine its investment expertise.
That’s incorrect.
Polar Capital have full discretion over what they hold in the portfolio. Funds might have a mandate which says they can only invest in certain areas and at certain limits, for example no single stock should exceed 10%. In addition, for open ended funds, if they have a lot of redemptions and clients selling their fund, they would have to raise the cash to pay back to the client.
For the investment trust (PCGH.LN) it works differently as this is a listed stock in its own right. And so you’d potentially see the discount to NAV widen (the underlying net asset value of the shares contained within the trust). Investment trusts can be great investment vehicles because if you get it right you can have the underlying shares like SNG perform well, and the discount to NAV narrow, for a double whammy of extra performance.
Liking your figures BJW .... pretty much (fwiw) where my own thoughts lie. Try to stay conservative on SP predictions, and keep feet on terra firma ... but getting a bit like RM in his video appearances when he answers a question carefully and guarded, but just can't help the body language leakage of a knowing smile.
Why what's going on at Polar?
My understanding is that firms like Polar Capital invest on behalf of clients, whom they advise.
Therefore any change in PC’s holdings may be because of a client's instructions to buy some/sell some, based on the latter’s individual situation.
Polar’s advice may not have changed, but their client’s may need to adjust their finances.
Any comments welcome.
Doc. If you find time. Google what pharmacy companies have sold for in the last couple of years. My eye watering sp predictions could be quite possible.
Warmest regards chap.
Jwd222. Hi. I have just spoken with the fund manager at Polar Capital. I said that you think Sng will drop to 10p. Polar Capital are now dropping the stock.
The fund manager overseeing the Sng holding at Polar Capital, who by the way has a brilliant background in medical investments wishes to thankyou..
Ah Jwd without you, where would be.
Each to their own, but I could never be comfortable with being all in on one stock, SNG is one of my larger holdings even after I’d de-risked this some. I believe it has a bright future but anything can happen with stocks.
Price prediction walletinvestor cr aap.
They reckon fiver in 2026, I reckon it exceeds a fiver mid August to September 2021. Hospital trials should take it to £5 and EUA onwards to 8 to 10 quid then big pharma taking an interest takes to over £15 a share. Just my opinion. Dyor
https://walletinvestor.com/lse-stock-forecast/sng-stock-prediction/data/5
Free the caterham
Lots of nice beer and ciders available
2 x cask beers currently wimbledon blonde & southbank Mayflower
Craft/ale belleville picnic ale, wimbledon pale, brixton brewery apa & lowvoltage pale ale,
Lagers - camden hells, staropraven, pravha
Guinness
Ciders rhubarb, apple n pear and aspalls
****tails pink gin, espresso martini & passionfruit
Lots to drink for all drinkers, for those that don't try heineken 0.00%, coke or OJ
The merton apprentice sw192rd
Jwd222
Grant of options @ 1p covers for both 10p & 300p
RNS Number : 4363Q
RNS Number : 9515A
There are plenty of shares that have risen 200% to 1000% in the past year.
There's really no good reason to have all your money in one company.
No worries mact4, clearly no offence meant and none was taken.
Still looking forward to going round to BigJohnny's for a ****tail when we have all achieved a great result result here, which looks like the most likely outcome
FTC
My apologies for offending you. At first glance £2500 seems small for a seasoned investor of 35 years.
But after your last post, I can clearly see that your view on risk and many others here, are vastly different. BUT appropriate for you.
No chance of succeed it will fail to 10 p
Docd - Fully agree. When you look at the recent US pre order that Merck got from the US of $1.2Bn (at circa $800 per treatment) I believe if SNG's trial is anywhere close their P2 results last summer the SP would blow past £5 without stopping.
Its been said before many times on here, but if you assume a conservative profit of £1000 per treatment for SNG001 - since the drug will be expected to greatly reduce the need for ICU and the costs involved with ICU treatment- then add up 12 months at RM's expected 100K production rate per month. You get to £1.2Bn earnings per annum. Surely that is a starting point for any company valuation if you're confident in the P3 trial being a success?
CG77, I hope your luck changes soon. To be here for 15 months but only breaking even around 165p is tough. Hopefully the cash from your sell yesterday helps you out.
Hey Andy
I don't go wandering round haphazardly looking for stocks to punt on. SNG is 0.25% of my portfolio. It's the only stock I own that I would regard as a punt. The vast majority of the rest is invested for income, being as I am an elderly retired gentleman sorely in need of income to spend on beer.
I think should rocket past 250p if we progress to p3 in active trial. But I'm afraid nothing is certain. The slip few months ago is looking increasing likely to be just that. Otherwise we wouldn't still b waiting 4 news.
The recent sp uptick is encouraging but it ain't over till the fat lady sings.
I would happily swap my shares for SNG001 (I wonder if shareholders will get a discount)!
With this share at the moment we're in a unique position - in that we know there is "imminent" good news relating to Activ2 that is due to be confirmed. There have been enough nuggets of information dug up by contributors (Activ2 trial sites awaiting an inhaled treatment to be tested in P3) as well as a lead activ2 trial scientist "misspeaking" and stating that SNG is now in Phase 3.
I can understand some reducing their holding after this announcement but at the moment this news isn't priced in - and we know when it was originally let slip as a rumour the SP hit 190p.
So in my view, the current situation presents a unique opportunity to invest more than would be usual for a Biotech AIM share.