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COPD or COVID will suffice. And if I got it wrong , then sobeit, because what would be worse for me is bottling it and then watching it fly. It would be like washing your winning lottery ticket. I also think we have a very good chance of success. My **** is firmly on the block.
Same here. I made the decision to invest because the product makes sense to me, and the science now seems to moving towards this approach more. I will look back later on this time as either being a moment I made a really smart decision or basically I stuffed up. But short of investing less or more here, I think I have made a balanced decision to opt in here based on the research and the risk/reward.
Not that long to find out now.
Nojjer- we are all here for the money. Even Lansdown. I m not having the fact that they are only exiting now because of company policy. Do we know better than Lansdown???
I disagree. Unfortunately (and the reason I no longer invest directly in funds) is the restrictions applied to risk profile in some funds. If a fund was based on low cap AIM shares and all of a sudden you pass a market cap of say £100m, the fund holders would then sell a proportion of holdings in that company to avoid a percentage beyond the fund profile. Additionally, I had an investment in an AIM company who grew to such an extent they entered the FTSE100, this then drew the attention of a different range of investors including some who thought it would make a good short stock and sold them down heavily. I was OK but quite a few short term traders got singed...
DubleD - I'm struggling to follow your agenda. You've admittedly told the board you're invested here, however still cynical and hold cynical pessimistic views about the company. Now, you're either considering the prospect for a cheaper entry through daunting tactics or just extremely disgruntled that you sold out on a loss.
Either or, the horse hasn't bolted yet ;-)
We know Lansdown have reduced their holding based on previous updates but we do not know for definite where they sit at the moment, as there has been no further declaration on their position. It is a perplexing picture, but in the meantime, the science continues to be slowly rallying round interferon it would seem, as a potential treatment to stave off the worse symptoms of Covid if administered early enough. COPD use for sng also remains a significant part of the Synairgen equation.
None of this is a guarantee this product will get to market. But a lot of effort is currently being put into getting these trials to a place where some prompt conclusions can be made.
It is going to be an ‘interesting’ and likely nervy few weeks ahead.
disgruntled because of a higher buy in imo, there really isnt anything to worry about here though. results will be all known in the next few months..Hold for gold!
Apologies if already posted.
https://uk.reuters.com/article/uk-astrazeneca-ema-lynparza-idUKKBN2382MT
DoubleD Lansdowne, what do they know? They know how to lose money this year that’s for sure. 42% down is it? I’ll not be looking to them for guidance.
this is a straight up 50:50 bet im not sure the big boys are allowed to do that with their customers money. they know as much as we do in a blind trial
Seb- There's been no indication the other major's are pulling out or decreasing here. But for all we know they could be flipping the book and buying back there own shares through another management. Its a win win for them dependant on the end game.
Been mentioned before but a strong possibility
All imvho
Seb46 nice try. Maybe you should follow Lansdowne investment strategy and sell up. You bring this up daily and it’s getting a little tiresome to be honest.
Lansdowne know nothing more than you me and my postman. They are one of the worst performing funds in the market. They are desperate for cash. End of
IF one believes that they know more than Lansdowne who have invested millions in SNG over the years and therefore have done a hell of a lot of research into the company and it´s markets well they should maybe think again , imo
Nolupus. Are you saying Lansdowne have insider information and are tracking every piece of research and following every interview published on Interferon. Wow they must have a large team focusing solely on Synairgen. Didn’t realise that !
Nolupus - Why would a fund manager have the ability to do better research than a PI? They are not privy to more information than a PI, that would be insider trading. They know the markets well so understand share price movements, they get called upon for funding rounds so get lucrative entry points.
But to suggest they understand the drug the company and the market better than some Pi’s is a falsehood.
They are managing a portfolio of shares so do not have time to dedicate to a small subset.
In the current volatile market it is easy for PI to outperform a fund manager as we can be more nimble with our portfolios.
A fund cannot simply just pull its holding, case an point Lansdowne here they’ve been at it for a month now.
Ghia - Re Lansdown. what you say on an open forum is one thing. What happens in the real world is another. I don’t think you honestly believe that really.
As someone who is heavily invested here and been around the lse forum for some time... ShareSting & Ghia are a breath of fresh air (as are a few others on here). Knowledgeable, well-researched, pragmatic, balanced. Thank you!
Chrishar- sharesting balanced?? Oh dear.
Ghia,
Without talking about ´ priviligied information ´ or insider trading which we know only happens in films :-)
The II has always got a better access to information circulating in the market, than any PI....
They have access to all financial records and data from many sources
They will always be one step ahead of any PI but
They don't have access to any un published clinical data so we are all on the same footing in that context
Whilst we are solely focusing on Synairgen they will be focusing on the general market as they will have their fingers in many pies .
Some are assuming that they continue to sell here , and that they are distressed sellers , some would also point out that they have supported SNG for many years and even more recently in the last placing . We are all disappointed that the SP is not going the way we had anticipated but it's just too easy to say it's the fault of ´ distressed II ´. Imo
Notnow - I have no idea. I wish I did. I just don’t think they are dumping stock on company policy alone. Even sharesting said he thought they reduce to 10% to derisk then stop. It s looking like That “forecast” was wrong.
Nolupus - Hopefully we will get a TR1 this week and we can stop this debate, i'd like to see the back of Lansdowne personally regardless of what they may or may not have done for SNG in the past.
GHia,
I think we should stop focusing on Lansdowne as we are only seeing the tip of the iceberg ...
Without TR-1 we are only guessing and imo lot's of shares are now ´ under the radar ´ ....
We should be asking ourselves who are buying and not just who is selling , imo
Int
Simmo - Agreed the presence of Licht is reassuring.
Nolupus - Yep good point who is buying I think from what others have posted here it's easier to defer TR1 disclosure on the way up than on the way down so we could end up with a nice surprise at some point.
But the share price is doing the talking in that the aggressor is definitely the seller at this point in time.
So who do you think is buying Nolupus ?