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Denny, you’re probably not alone in seeing people post their buys on here but then some people, like myself and others find it interesting as an indication of price action. The listed buys/sells are not clear cut in this country and it is good to see what other genuine posters are doing at times buying wise.
I am not here to ‘Willy wave’ as you call it and quite often provide information to help other posters if they ask a question.
That's often just how forum software works, you delete one piece and a whole load of subsequent stuff goes with it. A board I moderate is the same. but when you are getting it for free there's not much you can say really.
Anyway I'm probably not alone in disliking seeing people willy waving their purchases so although I saw it I wasn't interested in your post, and it wasn't really much of a loss to the board.
Cheers Trade&MRK, yes that was the header I posted under. So LSE don’t like a post header and they then withdraw all the other posts under that header?
I’m still trying to work out what was wrong with this header??
Seems blimin’ shady to me, I don’t like it.
Rockz I saw your posts.. And noted that they didn't last long. I'd guess just a glitch.
Think you posted under BOO9 subject of “down to 70” which seems to have been removed.
But yeah dark forces at work I believe. Trying to keep SP down for a low 12 month average. IMO
Hmmmm, not convinced it’s just quiet. Some dark forces at work IMO.
I made two chunky buys at 12.08 today of 10k and 6k, posted them at 12.09 and the post then mysteriously disappeared.
I have had the same thing happen to me on LSE before and the SP moved north pretty rapidly on that occasion.
Maybe it's just quiet?
Is anyone else posting here today, all seems very strange? LSE seems to be working fine on other stocks...Did Iceman get his top up?
Not sure what’s going on with this LSE page today but I can only see 6 posts since midnight and can’t view my own post from earlier.
Very pleased though with my top ups today of 10k and 6k. Very excited about Accustem also.
I have a feeling we are going to be pretty happy with the result once this lists.
Although the company is a separate entity to Tiziana I believe a positive listing will bring investor confidence to Tiziana once investors see the BOD delivering this first in class test to market.
£10.38 at today's rate. Mind you my shares still haven't shown up in my IG ISA
Exact paid $2.8Billion ( albiet included 1000 staff which was arguably a negative ) and our tool is 40% to 50% superior, then if I was Exact a would not want a competitor with a superior product disrupting my market.
Only option open to them is to take it out, which then begs the question, at what price?
my answer is that it has to be in the billions purely based on the $2.8b they have paid and then take account of the year on year revenue which will take a dive and you can come up with some tasty figures.
I don't have enough beads on my abacus, some I'm sure someone can do the Math.
vbw
In terms of valuation, very much an unknown. As someone mentioned previously, only figure we have is $280mn from HC. Wainwright but that was nothing more than 10% of what Exact sciences paid for Genomic Health 3 years ago.
I'm hoping when they launch, there'll be other positive news. CE marking was due in November so hoping that is done now, and they were also pushing for FDA approval in the US. That would help with momentum post-launch. Would then be interesting if they can state they've launched it in Italy, but may be a bit soon for that.
We know they'll need a fund raise given only $3mn (from memory) has come from TILS, but that's not a bad thing in my view.
Valuation I guess will be down to the usual market considerations, but key for me will be perceived performance (but CE marking / FDA should help with that), ease of replication of the efficacy for competition, and TCO for customers (cost vs benefit of using) to assess market uptake.
Just my thoughts...
Hi Lurking,
Accustem is a prognostic tool, rather than drug. They've developed a multi-gene assay which is, in theory, more accurate than existing tools for assessing best treatment approach following breast cancer (specific types). Improved effectiveness of prognosis means treatment can be better targeted, but also probably a cost element for trusts to ensure investment is used appropriately.
Fwd sales (orders placed) need to be taken into account in the valuation - they've definitely had plenty of time to build those up! - as well as market cap of the product they are hoping to take market share from.
Just me hoping that they are manufacturing the drugs via a large British firm like GSK who not only have well established supply lines but are also aiming to split their business in two in 2022 with one focusing on Biopharma and the other on consumer health care? They could make a big splash with a buyout at that point
IIRC in the TILS accounting It was valued at spin off time at £3m so that would make each share something under 2p wouldn't it? But that assumes they haven't spent any of the £1m cash and that the value of the transferred-out assets remains at £2m, whereas I recall it was thought on here that it would probably be worth considerably more.
Surely they will have some idea.
"No one has any idea just now ( other than the BOD)."
They don't know either
https://www.proactiveinvestors.co.uk/companies/amp/news/929555
GK, as of yet, the only valuation we have for Accustem is the HC Wainwright valuation of $280 million.
My 10 quid could just as easy be 10p !! No one has any idea just now ( other than the BOD).
Someone said £10 upthread.
I don't agree. I think it will be higher or lower than that.
Based on what?
I think a sale is on the horizon.
it a cannot be cheap or it gets taken out
Would actually like to see the company develop over the coming months and see where it goes.
Looks like they are catching up in the simple governance that they were so far behind on. The PSC for stemprinter has been updated to Accustem as well. Each time a company allots shares it has to complete an allotment form .. there is no link to any buyer or other reason for that.. they ha e to state that it was for Stemprinter transfer as they didn’t actually receive cash. Good to see they are completing this stuff now though. Hopefully means they are getting their ducks in a row?