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25-30 can it get their
Woodstock not wishing to be argumentative but I’ve read you using similar terminology on several occasions covering your position with cash etc.
Genuine question what does that actually mean ? Thanks in advance
Today Microsoft announced a 68 billion pounds for Activision Blizzard is happening. AB’s market cap went to 68 billion pounds.
So, if people believe we will be taken over and the price will be in the region of 5 to 10 billion pounds, then that’s £25 to £50 SP.
Sure, take some profit out at £5, but remember to keep a good amount in SNG for when the takeover happens.
NCYT is a good example of a company that has gone down because there is much less demand for its product. The same with Avacta. Thankfully I’m not in either of those stocks.
People who bought in to NCYT at £11 SP must have done so with the belief that the company will carry on having the same demand for its covid tests in the future. That was a mistake as the pandemic is going to end one day.
When we look at SNG’s future, I see the £5 mark as SNG barely even getting started.
The real future of Synairgen begins AFTER P3 readout (if it is a success). Everything pre P3 is small cap. After a successful P3 readout we can potentially see an upside like Moderna IMO.
I think upupandaway has been misinterpreted on NCYT. Rather than comparing the two companies, I thought he/ she was simply using NCYT as an example of where investors sold out to early given where the sp got to (I.e. we should all be mindful of selling out too early here).
Covering my position either way.
GLA
I don’t think anyone cares what anyone sells at. For all I care, people can, and are, selling today. We’re all adults capable of making our own choices. As mentioned in previous posts, to each their own.
I was simply making an observation that a lot UK PIs get chewed up and spat out by AIM because they take all that risk and then walk away with relatively modest profits (compared to what could’ve been achieved) when they finally back a winner.
Just spitballin really but offering some fundamental advice on how PIs should be playing the PI game, not the traders game. There are so many companies for whom this theory holds on AIM. ASOS, fever tree, dominos to name a few.
Upupandaway. By mentioning Novacyte, that’s like comparing Tesla to Amazon, totally different industries.
The market for Novacyte is determined by either covid, or another illness which requires diagnostics. Once the demand for Covid tests goes down, so too will the demand for Novacyte (until perhaps the next pandemic).
But once the demand for Covid therapeutics goes down (firstly SNG001 will still need to be stockpiled by governments to prevent future pandemics), there is also the need to SNG001 for asthma, COPD and influenza.
I get that you can use Novacyte as an example of a company that has dropped SP. But if you look at the reasons for growth in the Synairgen SP, the real addition to growth is NOT from Covid or dependant on the current pandemic.
The real growth with SNG is stockpiling for future pandemics and other respiratory illnesses.
Respiratory illnesses aren’t going away, SNG001 interferon beta is the broad spectrum antiviral that will protect populations from respiratory illnesses.
Why the hell would we care what others sell at?
"the sort of people who sell at £5" get a grip.
If you've got the balls to invest in a stock and sell at a profit no matter how big or small, then good luck to ya
We are not comparing the companies at all, just an example of an sp rocket and when people chose to sell.
I could have picked PMO or HEMO or several others, it was literally just a comparison of SP movement
For those who are comparing Synairgen to Novacyte, why?
They are two totally different companies.
One is a biotech company that is making a broad spectrum antiviral for lots of respiratory illnesses (not just covid) and the other one is a company that makes tests for Covid.
One is totally reliant on covid. NCYT.
The other has multi utility for the next thirty or more years. SNG.
Ask a simple question. What has more market use in the long run, a company that makes covid tests or a company that makes an inhaled antiviral that treats all sorts of respiratory illnesses?
The only thing Synairgen has in common with Novacyte (and also to an extent Avacta, which I see posted around a lot here) is it’s a British company.
I see SNG’s future way above Avacta and Novacyte.
Definitely some good advice in this thread. I should’ve clarified with my post that top slicing to de risk is an option. But for whatever reason, UK investors are really bad at running profits. This is a company where I feel ‘wait and see’ will lead to some potentially immense gains.
Uk investors are generally risk off, ans even if we are prepared to shoulder risk, are too modest in our expectations when the risk pays off.
Especially with talk of selling (I assume all) on results, seems to me the equivalent of spending years training a thoroughbred race horse and as soon as it’s in the blocks ready to race, you take your jockey off! To each their own, I’m not telling anyone what to do with their money, but SNG could be THAT share, always worth keeping a bit of skin in the game!
Of course the content of any RNS and the market conditions at the time hugely influences sell points.
I still don't get why so many investors are either stay all in or sell out at a certain point.
To answer the £5 question more directly. I have an average of £1.25 so if I sold my original invested amount at £5 I would be on a free ride with 3x my original investment still in. I'm not saying that is what I would do but isn't that something that we could agree is a fairly common sense way to manage both the upside and the downside risk from that point onwards?
Other sensible scenarios will exist of course. Each to our own.
Great problem to have mind you!!
layer out through the range and leave some long term...
And some people bought NYCT at 10/11£, look where they are now.
Exit price is unique to every holder, nobody can tell you that your exit price is stupid because it's an opinion, therefore cannot be wrong.
Two investor can easily have the same profit goal in mind, one investor simply has more invested, therefore can achieve this with much less risk.
Those sorts selling NYCT at £4 are the same sorts that will sell SNG at £5/10. Price targets are for traders!! But some people never learn.
One must take their cues from the company, ans right now SNG is primed for massive growth. Anyone selling on results, who doesn’t intend to trade, is a nutter, it’s quite obvious the company’s horizons are way beyond the results. Therefore, so should our horizons be adjusted accordingly.
Take your cues from narrative, not price. All IMO but really feel this advice needs to be reiterated, you want maximum returns for all the patience and risk after all…
I remember some holders of NYCT selling at £4 and celebrating, only to see it then hit £12 and being filled with regret and what could have been.
We have to be worth £5 billion minimum after P3 as we will then be instantly a money making machine with orders coming out of our ears with even pre orders before EUA/FDA etc so £25 SP is a good start
£50.
Wasn't £5 your exit point?
Perhaps it’s time to think again ;)
Given the recent updates and bullish sentiment we see from the company.
Given the broad range antiviral capabilities of SNG001 Interferon beta and the multi utility purposes of this drug.
Given that it certainly appears that the US government is going to stockpile this drug.
For those reasons, I think someone would be mad to sell the moment that the SP gets going and reaches £5.
Maybe it’s time to update your personal price target?