Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Bojo,
I really don't want to drag this out more than neccessary but when you say,
" Rallying around support for said posters is all well and good but turning on CW is not."
I would normally agree BUT the only reason I felt the need to comment was that Cl;eaner was far from innocent in all of this.
I'll not bother quoting (unless anyone wants to challenge me), but if you're prepared to accept that the posts in support of Bermudashorts and Crumbs were reasonable in that Cleaner had been posting in a less than complimentary way against those two for some time early July actually).
So maybe we can call it a day, but let's not try and whitewash individuals who were certainly not innocent in all this.
Ahananda
Shame you have that view (Do you play badminton by any chance)?
You seem to be as ill informed as you are ridiculous.
Just the type who'd try and rubbish people who have forgotten more about the "Science" than you'll ever know.
Again, I wish you well in your future investments.
AIMO
Well done Cleaner.
Instead of simply going along with your own impeccable research you've decided to attempt to trash two of the best posters this BB has had.
Hope your insight and Research supremacy bodes well for your future investment strategy.
Seems even Respected posters here are not allowed to post their own observations and conclusions without some self appointed experts insulting them.
Very poor show.
AIMO
Bojo,
You say that Modi has never been proved in humans, but that's just the point.
For years Modi has been completely overhyped here. That is to say that perceived wisdom has always been it's a Slam Dunk. Admittedly, only early results have shown it isn't the infallible panacea that it always been labelled to have been.
I think we might be confusing sentiment with Data drops.
Scancell's shares have ALWAYS been cheerled here as being "Bombproof"
The very early data has revealed that this MIGHT not be the case, as as such for the first time some of the faithful have begun to think again.
No one is saying Modi is a dead duck, more that it looks like it might need some more costly and time consuming work.
However you look at it that's a sensible view to take when unexpected things happen.
I think what we're seeing here is a bit of questioning the perceived view that's prevailed for the last eleven years.
BTW I'm not trying to answer for Crumbs, merely picking up on your comments.
AIMO
WTP
Not really, if you look you'll find there's a few now coming to see Scancell in a different light.
Don't forget it will take some time for LTH to adjust to the new realisation that the Mantra drummed into them since 2012 that Moditope(s) are the answer to all things might (and I do use the word advisedly) not be quite the guaranteed winner they imagine. Don't forget that now SCIBs are being seen as the possible short term saviour.
Sentiment has begun to change here for the first time in eleven years, even Crumbs is now beginning to realise that a contra view here results in "Non Topics".
So no WTP, not lonely simply rather less than pleased that the guarantees might not be quite so cast iron as some have been led to believe over the years.
AIMO
Crumbs...
Dear me, you on the wrong side of this forum? It gets pretty wearing when you don't agree here as you seem to be finding out now.
It's nothing new.
Does this make you a possible "Doomster" (or whatever the latest branding is)?
Difficult to believe, but you keep going like this and you'll have joined a (not very enjoyable) club.
AIMO
Just a thought.
The question so often asked over the last eleven years on this BB,
"Why aren't Big Pharma queueing up to bid for Scancell on the back of Moditope?"
I think has been very aptly answered this week.
Certainly not all trial data is yet to hand but I remember that Moditope was the answer to everything.
Sadly it looks like it isn't (at least in the near term).
This BB is now looking to SCIBs to save the (near term) day.
Surely that says everything.
Pharma were (Sadly) right.
Their reticence in coming forward to bid Scancell shares to dizzying heights have proved thus far to be good for their revenues. Let Scancell take the risk and wait and see.(I've read that keeping small startup companies paying for the risks is a regular Big Pharma ploy). Actually it's been a good plan in Scancell's case. Us shareholders have so far paid to find out what we now know.
Some posters have predicted the SP should have been 50p+ for years.
Big pharma seem to have taken the sensible course of wait and see.
Let's be honest, if Scancell's platforms are the Holy Grail there will be a bidding war, but that looks unlikely to be occurring any time soon (although I hope I'm wrong)
The Lustre (to many existing shareholders) has faded a little on Scancell's shares this week as evidenced by the shift in product focus on this BB.
I hope with some careful polishing it can be restored.
AIMO
That means the MARKET MAKERS had SOLD a lot of stock over ten.
Maybe they didn't need/want to get any from the market.
Strange that the 2020 gap below 8p is still unfilled.
Oh well, that's markets for you.
BTW it was possible to buy 250K+ shares below 8p this morning.
Otherwise then, all seems OK in the good ship Scancell.
AIMO
Just before I turn in for the night I'd like to repost something from almost a year ago.
It was directed at me.
"AB. This isn’t going to be kept quiet for long. Look at the last RNS. This is real for people on the trial. I absolutely support Trish and everything she has said. And I’m happy people are finding these comments on the internet. Question is why aren’t you? ATB"
The reason was because it was one patient responding well. Great news for the individual but statistically insignificant. I still believe that that information should never have been stolen and posted on an Investment BB. It forced the company to acknowledge something that anyone who had any clue whatsoever about Medical Trials would understand was better left unsaid until the Data supported crowing about the benefits of a new product.
People are now moaning about the Company not releasing updates. I wonder how Scancell felt about having to admit that the claims made on this BB (which they had to endorse) have, again, incredibly sadly, not seemingly been demonstrably followed through. They had no choice in revealing the great early information that I'm positive would never have seen the light of day in isolation had the company not been pushed into a corner.
But then so many here know better than Scancell.
Maybe today's sad revelation will explain why I wasn't happy about things a year ago.
AIMO
Violin,
The problem you've highlighted is that anyone who's not in deep underwater when a revelation such as we've heard today is in a completely different place from someone who's restricted their loss of capital to manageable proportions. I don't doubt that there will be many very worried tonight irrespective of the soothing words posted here in the last few hours.
It is highly likely that given the wherewithal to fine tune Modi in the future could well be transformational, but finding the capital and patience of IIs to maintain R&D for possibly several more years might not be quite so easy.
That said Scancell is certainly not down and out but for the faithful who have always brought the perceived wisdom that Moditope is a slam dunk have really had to adjust their expectations rather dramatically. Those, however, in Crumbs' situation can be more relaxed about the medium to long term hopes for Scancell.
To put it bluntly Crumbs has choices for his capital, which those those who are significantly "Long and Wrong" at this stage do not have (unless they want to crystallise their losses - yes, even at this level).
It's sad but a fact that Crumbs opened his eyes and not liking what he was seeing made a difficult choice. He is now free to decide what to do next, a luxury which I am led to believe is not available to many LTH's here.
As someone once said, "It's all about the number you hold".
It certainly is this evening.
Lets hope Scancell see a dramatic upsurge when the Data finally drops. Until then nobody really knows but I do know one person who is much more relaxed when he was a few weeks ago.
You can only spend your money once.
AIMO
For heaven's sake.
I remember posters saying how wonderful it was that lifting posts from other sources was something that was no problem at all (November or so 2021?).
Nobody was accusing those who invaded the support forum then of being scaremongers, in fact they were lauded as posters who were being excellent research skills.
That of course was when the SP of Scancell (around 23p) was being driven northwards on the revelations about VERY early results.
Now the news is sadly not as good, the poster revealing the latest support forum information is labelled Dregs of the Earth.
Strange how publishing good news from support groups is OK but anyone posting about the saddest possible result for a patient becomes a message from the dregs of the Earth.
I'd suggest that the person making such disgusting remarks should consider their own (Long ) position and then ask themself to whom that description is best applied. A long term and helpful poster on this BB (Crumbs) or a Johnny come lately stale bull.
At least Crumbs declared his much reduced position in Scancell weeks ago.
AIMO
Violin,
Sorry, I will respond briefly to Bojo since he seems not to have read paras five and six of my 19:59.
Bojo,
I suspect a knowledge of Berne's work might make people search for ulterior motives where there are none.
Since this discussion is clearly creating confusion even to those who are versed in the writings of Berne there seems little point in pursuing the matter further,.
Shame really, I thought the explanation I gave was pretty straightforward and it certainly requires no validation from EE. He made some statements I replied. Problem? Not for me.
Never mind.
BOJO
So THAT'S what TA means on this BB?
Explains a great deal.
No Bojo, I haven't read Berne's book.
I replied to a poster who claims to have me filtered but I believe that my response to that post was reasonable and maybe useful to some in the context of the implied message (even though the poster might not read my response).
Rightly or wrongly I felt that a response might widen the window of information regarding the of buying at a specific price level when all the current information might not have been available to everyone.
Hope that helps.
WTP
Sometimes posters forget that they've filtered someone.
Your helpful input is appreciated.
Maybe you could tell him if you're worried about him missing it. I guess you can now see why I was sure someone would let him know and you seem to be just the sort of concerned poster who might, even though he may not (?) have READ it himself.
Thanks in anticipation for enquiring.
EE,
EE, Sorry you won't read this...
Ref your 14.09
Interesting that I could have purchased virtually one third of your existing holding just now ON AUTO (below 10.4p).
I thought you'd said this was an illiquid share because most of said shares were held by two IIs. Since your investment is substantial (by implication) I'm incredibly impressed by your ability to potentially "Double/Triple" you existing holding. if you're so convinced why not borrow (Against other assets) to put a bit more in so that you can continue to impress those of us who are much more impecunious than you?
You know what? I think you just wanted to tease us paupers with the power of your great wealth. Why do I say that? Because if you were serious you wouldn't be saying IF, you'd have quietly done it.
Not many mega investors tell you what they WOULD do. They simply do it.
You are a one! :-)
AIMO