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Take 2
PGLancy (13;38)
I don't know why I keep having to defend myself here, I asked the Nomad questions
The open lines were dropped because I assume SA said something in an interview that should have been in an RNS. I asked those questions of the Nomad. Just like you put questions to Elrico, something I would never do. Both of the experts said Cavendish were wrong, yet haven't managed to overturn the decision. My question was not a beef against Elrico but you appear brainwashed. If you look at it in the cold light of day you will see my questions were about what SA said. It was nothing to do with the interviewer.
Thomas, nobody knows what Friday will bring, let’s just wait and see what’s in the interims. I understand the frustration but this constant doom and gloom isn’t helpful, if you feel that hostile towards the company and management you know what you need to do.
Friday will show miniscule revenue and the huge PLC costs that this company has to bear.
But you won’t admit that you’re wrong if they deliver the goods. I must say that I think they are victims of a massive conspiracy by Winnifrith and others. Time will tell. I could be wrong but I’m smelling a rat and it isn’t in this management team. Let’s see what Friday brings. If they deliver the goods then this share price is the bargain of the century. Follow Warren Buffet rules……… IMHO
Toyin, With this current management I need more than a chill pill!
Thomas, SOH, I dont care about, Cath, not at all. This has been on the cards for a while read the rns, unless you think it is all smoke and mirrors of course! We have years of opportunity with what Cath has invented, the science is the science, nothing changes that not even a death spiral, which by the way, has enabled us to acquire what looks like a very good business which has already opened doors into India etc.
You need to take a chill pill, remember, SOH was the man that said he would commercialise sweetbiotix early 2017, things dont always go to plan.
Why? Opti needs money and Cath has always wanted to return back to uni. Cath's salary is a cost reduction. I guess you missed that in your analysis.
SOH and Cath O'Neill' have made their endorsement of the management of the company.
Dire, you are half right. SOH sold down to about 13.1% (800,000) in Dec/Jan, but then the last conversation diluted him to about 12.94% which triggered a TR1. He was trying to be stealthy but got caught out, again!
PG, did you miss the explanation for the holdings rns? It was something to do with dilution regarding the draw down or something. Maybe someone can confirm. I can't be asked, sorry.
We all know who is to blame for this. We once had a open lines through elrico/Tw to the company. I had every question i put to the company via elrico answered. Most of them elrico knew anyway, if not he asked and responded. Tws interviews were also aa great souce of information. We once had regular podcasts where investors were invited to post their question and they would be put to Sa. They were a great facilities and usually had a positive impact on the share price. Now, no access. All because some idiot with a beef against elrico in particular makes us all suffer. That is where your frustration should be focused.
Or more Opti sells? More lies and bs from Soh. Did he not declare he would not sell anymore in 2023. He sold 3 times. Where is Tw anger? He has said he doesn't like liar or being lied to, unless its Soh.
Yeah yesterdays sells don't seem to suggest CLG are abiding by any agreement- more ashman+manprit idiocy but he's still happy to take more cash and not buy stock ....... beggars belief
I still say keep ashman but switch 30-50% to stock based comp
Remove manprit - waste of cash
controller - no idea but seems unnecessary
Wise words
Leapfroggy, I have the same contact as any other investor wishes to have. But I can answer the question for you, it's an unanswerable question, there are too many moving parts.
In this instance, if in the interims on Friday there is nothing of substance and they decide to dump we could go too 5p. If there is a little substance any dumps could be soaked up and we could stay where we are. If it is fantastic and they decide to dump we would still head up. Or any variable of any of the above, as I say unanswerable.
Anyway, I wouldn’t trust a word that comes out of Macquarie or CLG, plus there was threshold stipulations that would enable them to convert before that date anyway. For me the CB is what it is there is nothing I can do about it, it will churn through when it churns through.
Your down side is 2.5p your upside is ?????, you decide what your risk reward criteria is.
What I want is IR that persuades others to invest/stay invested as that will improve the share price. You being persuaded to stay invested through your contact doesn’t help much. Perhaps I should follow your advice and ask ‘when CLG’s moratorium on stock sales ends in 10 days what will stop the stock falling to -5p when they offload?’ but I feel that should have been made public by now , if indeed they have an answer.
Email them and air your grievances and ask the key information you require and decide if you want to invest. You cant have investor relations that everyone agrees on as everyone wants different things. Eg, I am more than happy with IR because if I ask a question, if they can they answer it.
Investor relations is more than an email. It is about a conscious effort to understand the shareholder perspective (Deloitte). It should build confidence in the company, be proactive and provide an accurate account of the company by disseminating key information to enable investors to decide if the company is s a good investment. Do investors think we are a good investment? A two monthly investor meet for a company that has seen an SP collapse whilst salaries have gone up isn’t good enough.
Leapfroggy, SA has always answered any queries I have put to him. Are you sure you have the right email address?
Leapfroggy I would have thought most AIM investor relations queries will go straight through to the CFO. It is a 30 minute job per week
Probably the worst Investor Relations possible. No excuse given the salaries paid. Worth voting against the current directors on this alone.
Read my post properly. It is about priorities.
‘Nobody cares about acne”,imo that is wrong.i think that if this company can produce a product like its psoriasis product that even appears moderately effective,it will sell well.
At present mainly teenagers get acne and only medium term antibiotics coupled with creams/anti bacterial and otherwise exist prior to oral roaccutane which carries the side effect potential of hepatic failure and suicidality.
IMO an effective acne preparation will sell very well and I’m a bit surprised the company hasn’t pushed it a bit more.
Clio, tw is working with soh behind the scenes. Tw proved my suspicion when he discussed his conflag with soh. Tw also runs cover like cnn for the dems but throws sa under the bus and make rubbish up. I think it was aqua that produced evidence of the double standards with Opti forecasts and Sbtx forecasts. Of course sa doens't help himself by not providing internal forecasts we know modi will have.