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Rb
I cannot afford the price of timber atm, so no chance of a splinter, lol
Prices are spiralling out of control, but that does not matter, bojo was seen standing next to a bottle of wine, ffs
Switched the BBC news on first time in a long time the foreign secretary was on. They talked 5 mins about Ukraine then she was quizzed mercilessly about parties drinking culture at number 10 etc. off the tv went glad I live in Spain and don’t pay a license fee for that utter garbage
Morning all, hope everyone's OK
OB - for what it's worth I agree
Granted lots of noise re putin and Ukraine but on reading a few things does seem like neither actually think invasion is imminent. Begs the question whys it all over the news. I stopped watching bbc news etc long ago too didn't realise how minipulated/censored/1 sided it was crazy.
Anyway hopefully a good day today and a move back up a bit
Have a good day all x
Sorry i missed the OB bit out from below.
Did you get a splinter or two yesterday mate ?
Todays another day maybe a good one who knows x
Yes OB, it would seem human life itself is not without a hint of irony. If russia does have a go, they must know ww3 cud happen, china will also join in as they r sniffing around taiwan and both nations are best buds. Vali give us a perfect rns with that glory news and get saving lives.... before the world implodes.
Exactly Wayne
At some point we will hear the recipe of said cake, ffs…
While young men and women from Russia and the Ukrainian will potentially die and leave massive holes in their families….
Not to mention the way we are treating our own planet, we are treating Mother Earth like a giant skip…
The biggest threat to humanity are humans….
:(
Nice rant oldbaldy
Fxckin bbc
So no one in the other party’s never had a do with a cake and Booz (yeh right) and all those people self distancing on beaches
The world is on the brink and they worry about a cake lol
Not a bad shout Harvey….
Massive upside here :)
We gave up watching the news and reading newspapers many moons ago. I listen to our local radio station and pick up the key news points there. Politicians, BBC, most media outlets are all serving the same purpose, to keep us living in fear. Life is a happier place without all of them.
The only news I’m Interested in is Valirx.. although to date it hasn’t helped our SP, I’m still feeling hopeful.. come on Suzy !
Evening all
I listen to radio 4 on my drive to and from work most days, I don’t really know why I listen to “bias radio” but I do, and have done for a few years…
Russia want to invade the Ukrainian, people are still dying of covid, inflation is rampant, we have an economy to rebuild, and all the fookin BBC can BANG the fook on about, is a fookin work’s party…
I did 40 mph in a 30 tonight….. hang me!
There is an “impartial” investigation going on…. Wait for the fookin findings BBC…
Even a murderer is entitled to a trial….. life isn’t fair, and that’s why the unpopular kid gets picked last for the school football team…. and yes I was that kid ( I suppose the gammy leg and the wheelchair didn’t help)
Is it true or did you here it on the BBC springs to mind…. (gritted teeth emoji)
Sorry totally off topic, but I feel better:)
OB
When youre invited to bring your own booze :)
When does a ‘work event’ become a pi*s up?
When does a 'long stop' just become a 'stop'?
Some large BUY trades today...
Could be doing with some good news to get us going
65p in 1-2 months.
I agree and I also always look at the potential downside. Potential downside about 20p if the deal fails but then imo that would be temporary for a few week/months and not forever. I am confident we can get one deal for either 301 or 401 and then we have the outcome to come for the two drugs that were added. We would then hit 40-50 p easily if 201 deal fails and we get another deal instead. The investment would only be a failure at this price if everything failed.
On the plus side we get funding and go to 60-70p . Get institutional investors on board and go to 80-90p. We would then hopefully get a deal for 301 or 401 which would take us to 100-200 p range. Add in a few more preclinical drugs and we would have an amazing portfolio.
Risk 5-10% of 201 deal failure and success 90-95%. If failure then it can be mitigated by a deal for 301 or 401 so overall risk less than 1% long term imo.
Many people have been talking about the SP with their own predictions re the future and the possibility of a SP ranging between 65-85p on confirmation of the 201 licensing deal. Well lets pause to ponder that. Why might this share rise dramatically? Because there is significant risk. Why might you invest? Because you think you have a better appreciation of that risk reward than the market. What makes you think that? For my part I think the market is misjudging the risk reward and there is a lot more reward and less risk than is being priced in. When will that valuation turn? Probably very quickly once the key risks disappear (eg 201 deal announcement which is expected Q1 and could arrive much sooner than March). But if I can invest at this price it is because those risks are currently still there.
And I might be getting my assessment of risk reward wrong and the market might be getting it right!
Personally though for reasons I’ve previously articulated I expect to be a lot better off by end of Q1 and then again later as the company further deliver. We have a huge growth opportunity but risk remains. It’s just I think the chance of success is notably more likely than the risks materialising. IMVHO a strong buy.