Rainbow Rare Earths Phalaborwa project shaping up to be one of the lowest cost producers globally. Watch the video here.
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Good Evening.I have been following SLN for about two or three weeks now after I noticed that it was at the top of SP increases one day.Looked at the available info and saw that the SP was rising dramatically after a tie up with a US Drug manufacturer that looked like a great deal for them.When it got as far as 2.24 last week thought that I might take a punt as all the fundementals were in place.However since the high the SP is going south at an alarming rate,down 39p in just over a week.
I can't see anything that has dramatically changed in such a short period of time,no bad news,nor no good news.I have been watching the daily volumes since the 20th and they have been very low,less than 10k some days.Today was much changed volume wise in excess of 300k,mainly sells and one 100k sale.As I hadn't seen SLN till the positive article about the tie up, is this share one that is being manipulated by our old friends the MM's or are there shorters about.Is there any bad news stories hidden away.? Still think that this share is worth a punt,any info or advise from current holders would be much appreciated. Gotmiester.
There are a lot of people sitting on some big gains with this share. An absence of news will see the share price drifting. When it finds it's level of resistance and remains stabilize for a while then perhaps buy in?
I'm sure the chart for this company is going to display some large spikes and retraces over time . As always trying to identify the moment of one's entry and exit is the tricky bit.
Mr Smith.Thank you.Gotmiester.
I think most investors are waiting to see what they say at the R&D event this afternoon...
Potential positive catalysts I can think of
The r&d day - widening investor base.
Potential USA listing - possibly linked to the above.
Deal with this lp(a) "asset". Basically another mnk type deal.
Results of the quark research, which is well delayed.
Phase1b trials starting for sln124.
As always, takeover, this is too cheap compared to comparable US companies imho. I would assume plenty of large pharma companies like to buy this type of company, new medical industry currently being "proved".
Yesterday's presentation is here https://www.silence-therapeutics.com/media/1968/sln_rd-day_2019-slides.pdf
It's big slide deck.
Of note to me is the outlook on slide 133, early stage as yet undisclosed programs and numerous collaborations being explored - key priority. Slide 12 has development pipeline, slide 24 has expected newsflow and company milestones, it doesn't appear to have the undisclosed programs in here but I'm sure they will be announced prior to the end of 2020.
Possible US listing and takeover always a possibility.
This is slide 133 outlook
"SLN124
> SLN124 Phase Ib commences soon with interim results for the Part A (Single Ascending Dose)
expected in 2020
> Phase Ib trial is expected to fully readout in H2 2021
SLN360
> IND and/or CTA expected to be filed in H2 2020
> Phase I trial to start shortly thereafter and funding this program is a key priority for us
SLN500
> Fully funded (directly or through milestones) by Mallinckrodt. IND and/or CTA targeted in H1 2021
Earlier stage, as yet undisclosed, proprietary programs
> At least two Discovery programs ready to enter IND-enabling studies during 2020
Extra-hepatic delivery
> Numerous collaborations being explored. This is a key priority"