Member Info for 1750mk1

I know that... we were told the 16m went to an existing long term holder and we were told to "match the exact number with a significant shareholder on the Rule 26 AIM Integumen website." ... so I am expecting to see an existing significant holder increase by the exact number.

Regardless... that one element is not the wider point.

Point is that despite comments like this and similar via RNS talking up 'no overhang', 'oversubscribed' and 'orderly'... we have clearly been subjected to a significant overhang resulting in the SP falling for 8 consecutive weeks since to 30% or so down.

not at all ... I know as much or as little as anyone reading the tweets and RNS .

July 11th...

"RNS out in the morning with details, but a little research on Integumen significant shareholders would provide answers. It is one large transaction and one single allocation to one buyer. No overhang. Done in less than an hour."

"The second one is a subsequent trade from the first larger trade to one single party. You can wait for the RNS or match the exact number with a significant shareholder on the Rule 26 AIM Integumen website."

and then on the 12th after the RNS...

"First, while it took days to complete the paperwork, it took less than 90 minutes for Turner Pope to place 30,071,428 or to be precise, £566,846 worth of Integumen shares for Venn. Being over-subscribed, there was demand for another 5 million, from one buyer alone.

I am deeply grateful for the support of long term investors of Integumen, not just to the single long-term investor who purchased 16m of the 30m yesterday."

All I m trying to work out is if I have missed seeing the "match" that was mentioned regards the 16m going to one buyer 'cos I can't find it, I didn't look at the time (12th) and I think the significant shareholder list was updated on the 30th July ... I was hoping someone would know.

Just trying to learn.

No mate ... the tweets on the 11th refer to the rns next day on the 12th no ? ... that’s Venn notice of having sold. Nothing to do with enhance.

GB made a point of saying that it was all super orderly and oversubscribed and that 16m went to one long term holder ... check the amount on the 3%+ shareholder list.

No point in checking the amount vs the seller ... they sold, end of. They are removed from the list.

Surely the check is to prove that 16m of them went to one long term investor ... as in a lth added 16m or went over 3% with it.

But no one did.

No doubt I’ve got it all wrong ... but I just don’t see the point in those tweets suggesting we check the significant holders list to prove an exact amount went in one trade to a lth.... because checking that the seller has gone (venn) shows nothing regards the 16m going in one trade to a lth ... which is the point of the tweets ?

Ah right you are ... apologies, only on the phone and not up to speed. In that case they got there quicker than I thought and I agree ... I’d expect them to be trying to keep around there.

Not sure that is it ... i think it’s not so much the weighting they have as a % of RRE but more a weighting of the % RRE takes up within the fund that needs to be managed / limited ?

Still confused Chris ... We know enhance sold and venn sold ... but GB was tweeting about 16m of it all going to one buyer and I read it as him saying to match the trade with a significant shareholder ... as in a buyer ... on the website list.

Otherwise what is the point in saying to check ... we know the sellers... the point he is trying to make is that 16m went to a lth buyer and was sticky etc... as in no overhang as we were unreliably informed.

No need to check the website / shareholder list to see that venn sold ... the RNS told us that.

Gerry on July 11 re: VENN shares disposal...

"RNS out in the morning with details, but a little research on Integumen significant shareholders would provide answers. It is one large transaction and one single allocation to one buyer. No overhang. Done in less than an hour."

"The second one is a subsequent trade from the first larger trade to one single party. You can wait for the RNS or match the exact number with a significant shareholder on the Rule 26 AIM Integumen website."

Am I missing something as I can't see a significant shareholder who has added as per GB's comments ?

over 61

Not that the 16m doesn't pale into insignifcance vs the amount of selling over the last 6 weeks or so ... but I am curious as GB said to look out for it on the significant shareholders list on the website but I seem to have missed it and can't work it out.

looks like a few items got dropped off the China tariff list ... oil, copper and indices popped up ... bitcoin and gold popped down.

over 60.

"TPI arranged for an orderly disposal of the Venn-OO shares to be placed with existing long-term shareholders, thereby eliminating any overhang on the open market."

ROFL

"Come on pharma, medical device people get with #Integumen's #Labskin 21st Century animal cruelty free research advances and stop animal cruelty FFS"

really ?

"FFS"

yep... been too much averaging up for me too.

Reality is that it's about time GB to delivered something of substance instead of tweets and memes.... being all ****y about 10s of millions of shares being placed in good hands in just 90 mins so no overhang etc. and even including that in RNS has not helped when there has clearly been a huge overhang. Broker needs a word too.

"the first well, if successful, will not now be monetised until some way in to 2020."

a: that first well, if successful which you could say is highly likely with its 95% chance of commerciality, will be transformational for the company, the SP and any financing required, if required.

2: "some way" into 2020 to monetise is fast ... it's not a negative by any stretch.

and iii: PB doesn't place lightly and nor does he low ball place confetti anyway.... I was loaded up prior to the last placing with an average around 12... and the placing was at erm, 12.

14.95 in red is a buy ... rude not to add sub 15.

In this report, the market for advanced wound care technologies is forecast to exceed $20 billion by the year 2028...

https://www.idtechex.com/en/research-report/advanced-wound-care-technologies-2018-2028/599

would need to be a long way north of 300m

Link in case anyone missed it...

https://d1ssu070pg2v9i.cloudfront.net/pex/rockrose2019/2019/08/08134242/20190807-RockRose-Corporate-Presentation-final.pdf

"Goddess of attention seeking" would be a better fit.