We would love to hear your thoughts about our site and services, please take our survey here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Expecting H&W will fly soon
Forgot to say SPT is going exdiv on the 16th 4.1p.
Hi CJ, SPT drop was well over done, the news on slow down for H1 2023 was already out. I’m now in there big time hoping for a H2 recovery but happy to wait until 2024 and beyond. I will trade sell half as I’ve put £12k in! I do this a lot now just to bring my overall average down (all trading with a stock) which seems to work. Yes also in the regular div payers, M&G, Aviva, L&G, PHNX, but I don’t talk about DLG *(ffs). Hopefully next week DRG will give some good news.
I’ve only put a small amount into EVG. Now it’s there, I’ll add on any weakness or news (£380).
Morbox
Thanks for your thoughts Morbox, it’s reassuring that you see a lot of positives in EVG. I bought in here in November after the share price dropped from 7p to 5p thinking this looks really promising, however 4 months have passed since then and with very little news the share price has gradually declined to not much higher than pre-Stalicla deal news. Had I followed the share prior to this I would have realised I could have waited to buy in, but I am sure there will be a more regular flow of news soon, there has been a lot happening and updates should come with regards to how the Stalicla deal is progressing. The charts show that this share price can spike often and see some large jumps very quickly. 3 years ago the share price dropped town to 2.75p before climbing past 15p. I feel the same sort of movement could happen this year as there hopefully will be some good news. I don’t think this share price can drop much further than this unless they release bad news.
I agree that it was interesting what Huw said in terms of all pharmas make losses until the big day comes when it is bought out, I am sure that is the end goal for him to say that first and surely for those who run the company they will want to get rich from this rather than maintain their salaries long term, Huw himself is 64, would he really want to stay for another project after SFX-01 has completed all it’s trials?
I was looking into your SPT, it looks a good progressing tech company, I’ve been wanting to find a tech share because it is clearly one major growth market. Nice profits and seems to have a good future. I couldn't really work out why the share price fell 14% today, things seem to be strong for SPT. I will definitely follow the share going forwards, I generally only invest in shares where I have followed the share price long term and get a good feeling of whether the SP is high or low. I’m currently invested in Aviva, a share I’ve followed for donkeys years, the ex dividend date is at the end of March and the dividends are very appealing, 14p per share for the final dividend and 10p per share for the interim dividend and the share price is really solid, the share price has it’s dips but always seems to bounce back and float at around 450p.
I’ll look out for any messages you send me here, I’ll write here too if have any thoughts or shares I find interesting.
SPT, imo today entry price with a bigger spread than I would have liked 176p. See how that one goes!
CJ, spent sometime listening to Huw over the weekend, it does all sound very positive. One point I did pickup on was that $5m milestone seems to be at the end of 2023 (H2), but if this does transpire that will secure funding for the foreseeable future (not forgetting the $1m!). I’ll probably open a small holding so it’s on my daily radar during this week. Interesting that in the link you posted below, the comment on loss making! And buyout. I wonder if that’s the ultimate exit goal as the company is just virtual one and outsources the work. This is very different to VAL they’ve got rented their own lab, to do their work and outsourced work for others.
https://youtu.be/axJfdR1_7zk
Well you’re right to be cautious, I’ve seen many very apparently promising AIM shares turn out to be duds and become worthless. With any pharma, mining or oil/gas shares there is significant risk, most turn out to be duds and lots of people here get sucked in from the ramping by posters. I am glad for your opinion as I’m not sure if I’ve been brainwashed by all the positives and not taking into account the risks. I know this could go either way, it all relies on the effectiveness on how well the drug they have developed works on different disorders and diseases.
It’s an interesting share though, there already has been a lot of evidence to show that sulforaphane has a real impact on health. The
current market cap is £11m despite the Stalicla deal potentially worth £133m plus royalties, if that deal alone goes to plan the share price will have to increase significantly.
In the interview with the CEO says the company is fully funded until the end of 2024 and that’s before $6m in milestone payments that they are expect to receive in the first year of the Stalicla deal which would help fund the business at least a further 18 months, so I’m confident that there will be no placing of shares in the next year.
I’ve got 125,000 shares, costing around £6500. I will of course be disappointed if I lose it but I felt I needed to buy enough to make investing worthwhile if it succeeds, I don’t want another WMH where I believed it would do great but hadn’t the funds to investment a great deal in it.
Time will tell, if it does fail I’ll never look at another AIM share again. If it’s successful it’s going to be a money spinner.
I’ll have a look at SPT today, nice jump on Friday for you.
GDR up 20% as I type (one I mentioned below)!
Yes, I did, but milestones slip, and burn rate they could ask for more money just to reach the target. I’ve set an alert for a buy price at 3.5. I’m just a bit wary of Pharma at the moment, as I said Val promised the earth, deals with a U.S. funder (still waiting) and lots of other promises now down 61%.
I’m going to watch their (EVG) Meet the Company 8th Dec video over the weekend, that may give me a push. It’s one’s like this that again you could be kicking your self!
I’ll post Monday.
That’s a shame about Nano, I remember you were involved there and awaiting a settlement with Samsung. It’s always difficult to know when to cash out, you kick yourself if you sell out too cheaply and kick yourself if you don’t sell at the high. They do seem like a progressive company so hopefully it’s still a good investment. You did well with WMH.
Regarding EVG, not sure if you saw this RNS in October
https://www.lse.co.uk/rns/EVG/sfx-01-licensing-deal-for-up-to-1605m-t2mzgn6l56x102b.html
If all goes to plan there will be huge money coming in but if the drugs are successful with cancer it would be enormous. It’s all dependant on whether the clinical trials are successful, it’s encouraging and it is a gamble but I think it’s worth the risk.
I’ll have a look at SPT.
Yep, WMH, was a great opportunity especially at the lows. I made a year salary tax free so I was over the moon but still feel it was sold cheaply. I got greedy on Nano, been there for years and in the end had an avg of 16p, it went to 72 on it court case with Samsung but I so hoping for a bigger settlement (Doh). I was up 32k (profit). Should had sold but hindsight and all that. I’ve added another 40k of shares. Still up 10% and hoping for a new contract.
Anyway EVG, personally not sure, no revenue, cash will be running out and will probably need to do a share issue. I like the area they work in my mum and sister have had breast cancer, so anyone working in this area has a thumbs up for me (that’s why I went into VAL). Saying that a buy price around 3p invest half of what you are aiming to invest and then invest the rest on a raise or on any revenue news. One for my watchlist!
One that I’ve just gone in on is SPT, worth a look. Big drop on last update re:5g . Next week 8th, results day.
Nice to see you about Morbox. Nice thinking to post here, they were good times 3 years ago when WMH’s share price collapsed before rocketing back up. I’m still gutted I couldn’t capitalise on it fully, I spent almost all my savings on a new car just months earlier, if I had that money to put in WMH at 40p I would have made fantastic money. I wonder if an opportunity like that will ever happen again. I remember you were always very confident and there was a good forum of posters who knew their stuff.
I hope you’ve done well on your investments since then. Yes 888 made a huge error overpaying for WMH’s UK business, you and I could have advised them that they could get WMH at a massive discount. Caesars did not want that part of the business. I still follow gambling stocks, Flutter I dip in and out of often but 888 I think have it tough. UK and Ireland is a tough market with the nanny state government protecting gamblers so much.
Well thanks for any thoughts on EVG, but only if you have time and only if you want to. I wanted to let you know about this as I’m very optimistic that this share price can take off but you may well have a different take on it. Feel free to reply on here, I’ll look out for any responses.
Pharma Hmm, I went into Val and well under water. Also in GDR and doing uk there. I’ll have a look at EVG later and post here.
Hope all is well, 888 I’ve only put £3k in and down 4%, but I think it could be a good bet. Can’t believe 888 paid so much for WMH uk business. Caesars most in laughing. Just hope 888 and incorporate and bring costs down!
HH - Yup, not my best year 2022 for tips.
Wonder if any will recover lol....................................
Hope you are keeping well and making lots of money :-)
Keep well my friend.
…. …|
... ..../l\
... ./…. \
.....|==.=|
.....| .H…|
.....|..A ..|
.....|..R. .|
….|. .L...|
….|…...|
.....|.. .. .|
….|…...|
.....| …..|
.....|..….|
.....|...…|
..../|#||#|\
.../.|#||#|.\
../..|#||#|..\
..|../^||^\..|
..|./.^||^.\.|
..|/..^||^..\|
.....(VVV)
......(VV)
.......(V)
.......................
and not forgetting NCYT = + 50%
% change for December. Merry XMas
SNG = £1.75 = +18%
THG = £1.78 = +24%
GSK = £15.40 = +4%
IMM = 7p = No change
IQAI = 6p = -7%
NCYT = £2.40
Let me see how these age in 12 months time:
SNG = £1.75
THG = £1.78
GSK = £15.40
IMM = 7p
IQAI = 6p
NCYT = £2.40
RECEIVED CHEQUE TROUGH THE POST ON WEDNESDAY WITH REGARDS TO THE SALE OF WILLIAM HILL SHARES TO CAESARS PALACE
With Halifax share dealing. Funds from sale received today
Eddie - No commision payable
price quoted as 132p....had just assumed would be sold at offer price of 272p...why the difference ?
Forgive my naivety, but will we have to pay commission on the sale?
Ronnie has it nailed on, those who own shares personally or via the share scheme should see a deposit with 20 days
It appears that the deal was ratified on 20th April, so according to the conditions, £2.72p will be paid in cash for each share held.
William Hill have announced that the resulting cash proceeds are expected to be credited to shareholders within two weeks of the effective date.
This means that the remittance will be advanced any day up to 4th May.