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The ineluctable fact is that the sp has put on over 9% in 2 days
Well Lombard have trimmed and a big new position by the investment trusts north Atlantic etc. Very bullish what's not to like.
RNS's out today. Oryx looked as though they picked up the large sale as a purcase
What happened to massive share sale, cannot possibly be a purchae. If there is not a counter party are the jobbers sitting on them or already got a turn lined up. Watch RNS like a hawk. Note that market is pleased sp up 5%
Simply because there are professional investors and institutions with huge positions, doesn’t mean there’s nothing to worry about. They can be wrong, and they also can’t just dump a position that large. With that said, I wouldn’t for a second state that my knowledge of CIR’s future is clearer than theirs, so who knows?
My worry is that RG and others invested prior to learning about the issue with LungFit, and prior to CIR handing back product rights to AZN. What revenue streams exist now? What are they planning? RTO as cash shell somewhere down the line?
Also a big 8m ordinary share sale today. At least, it posted as a sale. Price popped up afterwards. Holdings RNS due soon I think.
Sam 4224 and others. Here are the reasons this is a strong hold Astra Zeneca have 18.9%, Griffiths 29.8, Lombard 11.4, RBC 8, Neptune 4.77, invesco 4.17. Nothing whatsoever to worry about.
Remember Griffiths and his cohorts. He has rather more at stake than you!
any reason for the gain today?
concerned here too, but the grownups must have more faith otherwise they wouldn't have offered to buy more shares in the next few months if required. at face value that doesn't sound like they've got one foot in the door.
Don’t disagree. Fortunately I had sold half my holding at a decent profit, but will monitor this carefully. It feels really poor and less than transparent so soon after the ‘debt free’ news. Perhaps a clear view as to how PIs will be treated here.
I agree entirely and have reduced to a very small amount. Alarm bells starting ringing when I twice sent an email to ask if they had a rough idea of when the results would be published and got nothing back. Unheard of compared to my other holdings. Re lungFit I am sure nothing can be said as a probable court case pending but I also cant see where a revenue stream will come from to support a not insignificantly sized company. Further when the big boys decide to get out, and with their close contacts with the company, I will behind them when the share price is dropping. In writing this I am coming close to getting out all together. A great shame as I had high hopes
My sense of smell deserted me on TRX, but my nose has started twitching here and I have quickly got out.
So we should probably expect unsatisfactory financial results in terms of revenue. They might be debt free, but they’ve also given up revenue streams by returning the rights to AZN. Despite support from significant shareholders, I’m starting to doubt how exactly they’re going to grow revenue significantly, especially as they lost the rights to LungFit, and there’s no indication they’re doing anything about it, unless they can’t say anything for legal reasons. Beyond Air seem to be enthusiastic about LungFit so I also have doubts about their motives for terminating the agreement. This is the topic I’d really love an update on, because at present, doubt is outweighing my confidence in CIR.
So we are now debt free.....so will raise via more shares. Disappointing to see that although pleased to see II and RG stepping up to purchase.
Anyone got any news on the court case?
No, just a standard procedure that company's must comply with regulations.
does it mean anything?
Hardly exciting. The new shares are to fulfil exercise of options under 2017 scheme. All explained in RNS
Just out, release of circa 1m shares!
The answer is no. Circassia is in dispute with beyond air 're distribution rights of Lungfit. See december Rns
All - I came across this company in my ordinary course of business today.
https://bellerophon.gcs-web.com/news-releases/news-release-details/bellerophon-therapeutics-announces-first-patient-treated
Its a US company who got emergency FDA approval to use pulsed inhaled Nitric Oxide in COVID-19 trials as its a potent vasodilator.
Mighten this be an opportunity for CIR to do the same with Lung Fit? LF is meant to be best in class and useable in any situation as its mobile and independent of any hospital infrastructure?
Perhaps the BD chaps at CIR could think laterally and follow this up if they are watching!
full list....https://www.marketscreener.com/CIRCASSIA-PHARMACEUTICALS-16012085/company/
Ps Astra Zeneca have nearly 19%
Free float practically non existent. Presumably Griffiths nearly 30% invesco, Lombard etc are not sitting there to lose money
Free float practically non existent. Presumably Griffiths nearly 30% invesco, Lombard etc are not sitting there to lose money