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But what happens if one of the big boys bids for the company with big bucks before a potential split? No good if you don’t own the shares then eh.
I’m not totally convinced, as I’ve said before that this split is a canny way of getting more profile on StemprintER.
I do agree with Silverback here.
All blue sky I know but also very sound I’m sure. Does seem too good to be true I know. Share price will rerate soon I’m sure.
The covid connection isn’t really helping this week BUT it is that that led many of us to find this company.
My opinion
Splitting the company makes strategic sense. If TO is the aim then more likely to find two sepetate buyers then if one had to buy something they partly don't want.
Does it add value overnight cause somehow this board place a different value on Stem than other potential shareholders - No.
Being a separate company will not improve their revenue or profitability automatically. The actions and achievements going forward will - that's why I'm here but there is not going to be a magic puff of smoke and the combined SP suddenly shoots up just cause you have two companies not one. If that were guaranteed it would happen before we had a chance.
Not an analyst
One thing you haven’t factored in is that as the ceo himself said stemprinter is currently valued next to nothing in the current sp . Hasn’t even been priced in
Stemprinter shares could easily list and open at 2-3x the current value of the amount of shares you will obtain . They are free shares which essentially could open at multibags
Tils itself is going to stay at its current Mcap losing stemprinter doesn’t devalue it at all. It hasn’t even been priced in ! If it had the sp would be x5 the current Mcap !
I will concede there is an element of risk to it, I get your point too. Nothing is clear cut. And I’ll also concede if it was such a great deal why is the SP where it is. The only answer I have is short term we are unaware of the terms post split and that would make some nervous buying in. Whilst others see the long term picture, if StemprintER goes for $1bn in 2-3 years all this stuff is irrelevant then. They’ll be up 1000% or more and these pennies we are trying to crunch now is pocket change for them then.
I’m all Tilsd out now,
Goodnight
Cooncan,
I’m glad you wrote that. I don’t see it as deramping at all.
It’s a different perspective and it’s something to think about.
Like I said, the 2 RNS timings and Covid rush hasn’t helped. We can agree to disagree on that one.
But I also think when the split RNS comes out with details of who gets what in newco. If the terms are indeed favourable to shareholders people will buy in before the cut off. That will take the SP up significantly on that day. And even if it does rerate post split, people who bought in ‘now’ don’t lose a penny. Instead we get free shares.
...Tiziana already has StemPrintER is 40-50% better than it competition's test, adding value to the company and saving that percentage more lives than Life Sciences that bought their test for 2.8 billion $ last year
It’s not printing though is it?
Once the date is out for last orders and the buys come in for takers of bogoff or whatever the split ratio is... how is that any different to any other RNS which adds value to a company. (I’m not saying buys will definitely come in, I’m assuming here) But even if they don’t then Tils will be split at 100p circa and will most probably lose value when split (my opinion). Sentiment is everything and whilst some may see long term value there with the crown jewel. The immediate value would be in StemprintER so that should go up. Sort of lose some in one pocket but gain in another. That still doesn’t equate to a loss does it?
Tils have a product which when split would be easily marketable to buyers or even to push themselves. That in itself is the value.
I agree with you totally here. 3 days of rises in the Footsie have taken the shine off, hence I’m quietly confident of a good ending to the week and get to £1.10 min maybe £1.15. Let’s see
Tils would retain its *pre leap value.
Typo
For what it’s worth, bad luck (RNS‘ posted on days the markets were have stinkers) and Covid gold rush has somewhat taken the shine of TILS for the wider market. The SP should be much higher had those two major contributing factors not been at play. Hindsight is a wonderful thing but under perfect conditions... if there ever was a thing this SP should be 200p or thereabouts.
Thereafter we can split how we like, there wouldn’t be any lost value for Tils if StemprintER was in newco.
Obviously this is wishful thinking BUT I seriously doubt your looking at a split with the price at stuck 100p, if they give a forward date in an RNS you can bet your bottom dollar it’s going up in leaps and bounds that day for the bogoff. And then if they split, tils at the minimum would still retain its post leap value. That’s a simplistic view but I can see it as happening.
Remember splitting to lose value in one company to benefit another doesn’t make sense. The SP will go up. I’ve no doubt about it. Not because I believe so much in Tils, but logically to me it makes more sense.
DYOR it’s an only opinion. Don’t buy on my advice.
Cooncan, there are lots of eamples of sucessful splits unlocking value, early examples - British Gas splitting itself in two parts and then three parts in the 1990s through to Galliford Try splitting off earlier this year. Why does it work? well analysts put a high p/e on the high growth part and leave the lower p/e on the low growth part.
Good luck and DYOR - try google.
Just saw Cooncan post this on ODX bb. He’s got other motivations. Just filter/ignore.
Just filter me if you don't like what I say. The board has no interest in playground insults, but there's zero chance I will ever back down against anyone.
Cooncan,
Do you have a holding in Tils? Sorry pal genuine question
Just sit and wait, trust me it won’t take long. I said this morning. We are talking days not weeks all going well...
Sorry, I feel I’m wasting my time with you. I can’t help you I’m afraid.
I don’t think Short, just I’ll informed. But he can read and I have supplied enough info on here for him to make his mind up on this.
MoneyGecko due to the nature of the Pharma Market and the assortment of products at TILS, I don’t see a takeover like you describe, it’s just not how this industry works. They prefer to acquire products ready for market as opposed to entire companies, hence Spin Out Strategy in play. But prepare to get excited by this, I firmly believe £5 Will be achieved this year, plus the Value applied to STEM Entity.
Cooncan. That comparison is so wide off the mark in what we have in TILS, that I can only think you are short on the company
Risk of takeover? they could bid but due to the drugs coming to market expect a big pharma offer in the billions.
Cooncan, I’m sorry I can’t help you with your Steak, Wine and toilet roll!
I’m only interested in actual research and facts. All of which are available online.
I don't believe the of Stem is being recognized in the SP yet. What I'm trying to say is we are getting value out of two companies rather than another Pharma wiping out the whole company for one product.
This Spin Out Strategy could not be better for Shareholders. We see upside in the products and continue to see value building in the other products.
Win win in my book.
I hear the vote is imminent for the Spin Off and then the Cut off date will be announced, it's going to be sooner than you think all of this IMO. You would need to completely crazy to be out of this with an opportunity to partake in two for one companies. I find this incredible to be part of and I loaded up again today to take advantage of three things, Imminent news, drop in SP and more shares in STEMS Spin off. There is a 4th but its based on the STEMS Valuation but I can't share on the BB......go figure!