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If Adam became CEO even for 6-12 months I would go big on this investment. I think most holders would from the current prices.
Our asset value is only just over 1 million. Depending on 201 we should be between 15-50 million. Milestones or potential would always be priced to some extent if a deal completes. Just look at SAR once 300 million, Synairgen 300 million, AVCT, 4D they never had a product on the market but huge market caps. CLX should be worth at least 10 million until the next update which will take it higher or lower. Also 401 only needs one trial for a potential 15 million. Lab/equipments and Imogen is probably valued at 1 million plus collectively. Imperial or others going into SPV 10 million odd value
The only issue is a breakdown of trust. Shareholders are not aligned with BOD goals or the perception is that. IF we get the right CEO who is invested or will invest immediately then it means trust should be restored. At the current prices it does not take much buying in monetary terms to reverse this.
IF we go to 10 p If Adam became CEO get lab contracts and either 201 or CLX deal or update and bring some investment in as we are cheap we can hit 20p before the next placing. If the new CEO gets options at these prices and we eventually go to 50p then they would come very wealthy. A risk worth taking if one had the skills so hopefully he will consider.
“ I would go big on this investment “
So with all your daily Uber bullish posts you haven’t already gone big on this investment ?!!
Not at these prices. It is not worth much now is it. The same applies to most holders.
If you have great faith in this company, surely now is the time to go big.
I do but yes risk is attached at the moment although it is fairly small. I cannot guarantee they will do what I want them to do but with the right person who is heavily invested and knows the business then that is different.
Irrespective of that the issue is not our asset value. We just need the BOD to lead from the front.
Needs to be someone with Biotech experience to negotiate and conclude deals, lab experience to bring in business and smart on the strategy side of things. Adam is the one with all three and has a large holding.
I have done enough research to know how market caps work, size of deals and investments required that should add value to our assets so I have a decent idea of where we should be.
I hope you make all your money back.
You have certainly kept the faith for a long time !
I lost the faith at last years AGM when shareholders voted to keep this BOD when it was plainly obvious they wouldn’t deliver .
Fingers crossed things improve very soon for all holders .
Appreciate your post Nick and all the very best to you too....Incidentally I've been in and out twice....but have now chosen to go for gold as I have confidence in Vals existing portfolio together with anticipated changes in management. I have to add that I have 100% respect for Vals Scientific team. respect from top to bottom.....the top being Suzy, but sadly it takes far more diverse skills to manage a company like Val especially with the legacy she inherited from previous management. Good luck all and here's hoping for a gradual release of a string of value added news.
Fred, have you been on that 57% Woods again?
"Easy solution to an easy problem." - really?
The problem is to try to make a difference in the fight against cancer. That is an extremely difficult problem and one that many high grade scientists the world over are working on.
So, it is not an easy problem and there is no easy solution.
To be successful, a pre-requisite is that both the science itself and the development of the science are world class.
If that is not the case, then the business acumen of the BOD becomes irrelevant.
Easy solution? Adam already has his own business and is also on the APTA bod where
a) they actually wanted him
b) he is very hands on and very busy
Val needs a CEO who can spend the time needed, and I’m sure that they are busy finding one.
What I would like to see is Adam get invited on to the bod at some stage after Suzy has left (who presumably blocked it before as felt threatened).
Raypointer-
Without funding you have no future therefore you are missing the point of how to get to the goal. These companies need funding and without that you have no assets or research that can be done to find a cure/treatment. Other institutions will not give you projects if you have no funding in place.
If you relate your answer to Valirx the goal is not to find an instant cure that will be done later on once a deal is signed by a larger biotech who will take it further. The goal here is twofold:
1) Get enough financing to fund numerous projects.
2) Obtain quality projects that allow you to get a deal as soon as possible to fund the future pipeline which hopefully eventually leads to the goal of a cure/treatment.
With significant financing the opportunities to find a compound that shows the correct potential will come and that will give us the best chance to find a cure. At the moment our market cap is about 2 million. A larger market cap with a clear vision allows you to raise funds without massively diluting investors who drive the financing of the company at the moment.
We cannot have a situation where they jump from one placing to the other with the price drifting each time. Investors that make a few 100% or more are more likely to invest in a future placing if they see the company is returning value with a clear vision. A bit like Amazon, Tesla etc. That in turn allows research to be done but ultimately delivery is needed. An example being with so many holders being underwater here they will probably not participate in future placings and the demand is low therefore a strong reversal is required.
I would agree with the points raised by Ironmighty but we are currently 2p. The share price in 6-9 months time will determine whether the company goes bust, requires consolidation in the future or whether it can comfortably hit 50p plus range with decent deals in the next 1/2 years. There is no later on it is now or never in my view. No point jumping on with a 1p placing releasing over 1 billion shares because the most one would get is maybe a few pennies with a good deal.
The last thing I want is a CEO who is not invested until a placing and then sits around happy to plan for a placing. The share price goes to 3/4p only to drop back down. I think Valirx can reach fair value very easily but it just needs the right person that actually wants it to go to certain levels. Share options with a decent target would help but they should invest as well
and really try and be motivated to hit 20p plus in the next year and get a decent return.
I would also add this is not about proving a point or making yourself wanted. It is about investing and returns.
But the problem with Val is we have to keep funding the BOD salaries and employees salaries ..what have they delivered in 4 years under Suzys leadership ? SuZy came in promising revenues but all she has done is increased costs whilst bringing in zero revenue. The market won’t give her another penny. We all look forward to a new CEO and a shake up of the BOD.
Pm ,you can be as bullish as you want ,the key is reduced costs and an increase In revenues and ONLY a new BOD can do this. Porky and I have been saying this for over 2 years.
The future CAN be bright (and I hope so as have good mates with a lot of stock )but change is needed NOW.
GLA
PM
Here's an example of the kind of company you are talking about:
https://en.wikipedia.org/wiki/BioNTech
"BioNTech was founded in 2008 based on research by Uğur Şahin, Özlem Türeci, and Christoph Huber, with a seed investment of €150 million from MIG Capital and AT Impf."
Great scientists, and because they were recognised as such, two companies were prepared to pitch in with €150 million.
With this sort of start, they quickly became one of the go-to companies when big pharma wanted research doing.
They now how an mcap of in excess of $20 billion and this was much higher during the pandemic.
So a few questions:
1) How are VAL going to attract scientists of the calibre of Uğur Şahin, Özlem Türeci, and Christoph Huber?
2) How are they going to get the necessary finance in the first place?
3) Why choose VAL in preference to a completely new start-up where you approach the scientists of your choice first, and having secured your dream team, you then provide the seed capital.
"We cannot have a situation where they jump from one placing to the other with the price drifting each time."
You seem to have missed what the company has pretty much been doing for nearly 20 years...that is why it has needed to consolidate so many times.
The difference here is that the seed investment was based on the research that had already been done that needed to move into clinical trials. I don't have those details of what exactly was done and what stage it got to but likely further than where our evaluation projects are. The investment was based on the science and the potential shown. In regards to Valirx an example being CLX if it gets the desired outcomes as far as formulation and toxicology goes then it could attract a similar large deal/investment. The later stage it goes the more investment it would get from external sources.
The strategy is to move these other compounds from the evaluation stage to pre clinical then get a large investment/deal. That is ongoing but I believe they have world class compounds based on the information made public in various articles although more work is needed.
1) and 2) For the time being Valirx would only get funding from investors and the hope is 201 might help or that we get an early deal for CLX so it would not go through the preclinical stages. Upfront payments can be in excess of 10/20 million with huge milestones for fairly early preclinical compounds. As I previously said it would be good to get a larger external investment into the company to improve the market cap. The strategy is a very low risk/ high reward strategy as you are not spending on clinical trials like other Biotechs. As long as you can get to a comfortable market cap the finances here are excellent therefore the dilutions should be very small and upside significant. It is this reason why I feel the priority is to get the share price moving from these levels which should be easy.
3) Very few if any other biotechs have the exact same strategy as Valirx getting world class compounds from universities. I believe they give these compounds because of the scientists that we have already such as Cathy and Zia and experience they bring.
Anyway to log off time to watch boxing. Back next week.
PM2022- just read your last post and add up the number of times the words 'could' 'would' or 'might' occur. I am seriously worried that you actually believe what you post, rather than being just tongue in cheek as you appear to be most of the time.
Take out Imogen and the lab and our assets are valued at zero but should comfortably be worth 20 million plus in the worst case imo depending on 201, CLX, 401( 15 million milestone and 1 trial needed and should be funded) and potential of evaluation projects. The 'could, 'would' or 'might' comes due to a lack of clarity but regardless everything is in place the assets need to be priced in with clear information, direction and investment. If that happens in the next 6 months we will go to double figures at the very least and get some larger investment in.
One of 3 outcomes are needed in the next 6 months. I think we can get all three and that is what the target should be.
1) 201 completion.
2) CLX update with a clear direction of what the intentions are.
3) Positive evaluation outcome with lab revenue coming through.
Only 1 of the above should significantly improve the market cap. If 201 takes longer they should encourage TRX of EUDA to buy shares in the company or have directors buy in and lead the way at these prices with ambitious but realistic share option targets well into double digits over the next 6/12 months. The 401 conclusion would allow a larger institution to buy given the milestones attached but again the short term issues need resolving.
Anyway buying here should be confident we will be a much higher price before any cash is needed early next year and hopefully the new CEO will add some confidence to the market.
Hi pm....Any one of them will do for starters!