Member Info for AB124

Looks like Hasiba's gone a bit shy about the history of trades he posts.
Not to worry, because I can explain that when you divest at the 20p level it's a lot easier to buy again at the 10p price than it ever will be for those who "held strong" al the way down, only to be derided for not realising how musch less risk (?) there is down here.
To quote Hasiba,
"Strange how people were confident in buying over 20p a share and now not willing to do the same at 50% discount!!…"
It's not when you have to see the 50% loss that those he chides have made when he was out and waiting to reinvest.
Bit unfair I'd say.
AIMO

Ah, Hasiba,
Glad you're continuing building your holding.
Following your post the other day about people being strange for not wanting to buy shares at a price with a big figure of 10 when they were happy to buy in the twenties..... Since you raised the matter, can you tell us whether you still have the shares you held when the SP was in the twenties, or did you divest completely at the higher levels?
Thought this would make a new and interesting diversion whilst things are quiet, particularly as you are happy to share your trades with the BB.

Ratcliffewriter
I wish

WTP
Yes, have been a holder here for years and years and........

Hasiba,
Just out of interest it's good to see that your comments seem to have prompted some to buy some more Scancell this morning and those buyers will be presumably be adding to their existing substantial holdings.
That said drawing on your comment today,
".....Strange how people were confident in buying over 20p a share and now not willing to do the same at 50% discount!!…"
Does this mean that you still hold shares that you bought at a price over 20P?

Hasiba,
You stated,

"Strange how people were confident in buying over 20p a share and now not willing to do the same at 50% discount!!…"

Have a look back at the posts of many when we were trading over 20p.
Remember how there were "Feelings" or whatever that there were deals being discussed that couldn't be reported on , or maybe there would be an offer for the company a higher levels.
Either those prohesies were misplaced or the Company failed to deliver or live up to the "expectations".
Now those buys are showing a 50% loss. Much like the buys at 40p years ago are showing a 75% loss.
Rather along the lines of my post yesterday, what went wrong?
The company's incompetence, or the shareholder incompetent predictions?
I guess those unanswered questions are a key part of discovering why people are finding it difficult to pour more funds in at the momentquite apart from the fact that at least one investor here has said he has enough invested already.
Let's be honest, we're trading around the levels of ten years ago.... again.
You did ask so I answered.
Nothing twisted, simply a straight reply.
AIMO

Cleaner
Thanks for the response.
have to go out shortly, but will have a read of your links when I can.
Appreciate the interest.

Crumbs,
Just for info you can increase your holding by 50%+ right now.
Market offers 200K+ at 10.625 at the moment.

ICB888
Not sure it would work ATM, particularly as the last effort only lasted for a day and then the price fell again. The halcyon days of Vulpes buying and supporting the market with a few hundred thousand shares seem to have been left behind for the present.
If it helps it has been possible to buy 200K+ shares virtually all day at each successive level down and the attempt to take out the offer at 10.75 earlier by a few diehards has failed as the offer in that size is now lower.
I'm sure the market will find a level at some stage but we've seen brave souls announcing buys since 12p where the SP has proved not to be quite the bargain we were told.
Anyway I hope we see an upward correction at some point but as we were told by a poster yesterday many are fully invested already and there's a lot of 13p+ averages that have now gone negative for the present.
AIMO

Dracula1
Admire your conviction. It is a bit of a poser and I'm sure we'll discover one way or another what kept the IP within the company for so long.
ATB

Firstly I am not "twisting" anybody's post.
Secondly I put this up for discussion.
Thirdly if you don't like the idea say so but try not to be insulting.
Hopefully that might allow anyone who wants to take up the discussion freedom to do so.
The main point of this is to investigate whether there is an appetite out there for Scancell's IP to be owned by a Pharma who has the wherewithal to buy, develop and take the platforms through to Market.
We all know the history, 2012 high 64p 2020 low 4.35
If the IP is as increasingly valuable as many have stated why are the numbers above not reversed (ie the later date being the higher number)?
If the IP is so covetously surveyed by Global Pharma why has a part (or the whole) not been bid for by those companies?
As the platforms have increased both in numbers and in value why has a Pharma not made a bid for all or part of the IP?
Secondary to above; Or have they?
If last year was a good time to buy Scancell why has there not been an offer for all or part of the Company not been made at half the level required in 2021?
These are questions which I ask in good faith as I read time and time again that there must be discussions going on that the BOD can't tell us about.
Scancell has produced seemingly effective and potentially world beating products, so why have no deals as yet been closed?
Is it because maybe the Company is keen to refine and improve those platforms rather than take those items to market. Does the development of those products get in the way of commercialisation?
Is Scancell trying to keep its platforms in house for maybe longer than it realistically should?
There, that’s a start.
In my simplistic view I cannot understand why there has been no approach to the Company for all or part of the IP. Or (again) has there?
AIMO

Moon,
Thanks for your message re Clinical/Preclinical.
I think that Risk is a difficult concept when applied in the Investment field.
Sadly when dispassionately assessing Investments the anticipation vs actuality often gains traction with some investors which is why Scancell had a real rollercoaster ride back in the 2012/2013 times.
There's no doubt that many feel the possibilities are greater for the Company than others hence a market is made.
I do hope that Scancell succeeds but with every missed timeline and incompletely populated /unstarted trials the interest (sentiment) does (and will) dissipate with many Investors/traders simply looking elsewhere.
I believe FWIW that Scancell is now suffering from this and hence the 11p bid now in place.
I believe that the shares are far from risk free but a breakthrough in one of the Platforms will undoubtedly see a return to SP above the current level.
I'm sorry to you and others who seem to think that taking written statements at their face value is the wrong thing to do, but I now see that you didn't mean what yoyu wrote in a partiularly important area you were discussing.
Hope we can agree to disagree on some parts of your analysis. I will say it's good to have a discussion with someone who is able to make a civilsed discussion rather than simply throwing insults. So thanks for your comments.
RP since Moon has made his point I think we can assume that I probably disagree with parts of your argumant (but not all) so generally speaking we can sit back and see where the market takes the Good Ship Scancell.
AIMO

RP
So you agree with Moon that there's no risk of Clinical stage failure?
In which case IMO the SP would not be bid 11p
So something's wrong.
The Risk analysis or the SP.
Which is it?

It's only lower risk on the individual items you've mentioned which includes,
"risk of clinical-stage failure".
You stated, "All these risks now gone".
Are you sure that there's no risk of clinical stage failure? I thought that that's what we're waiting for Data from (ie ph 2 - or if some are to be believed ph 3 also)
If that is the case what has shown that there's no risk of clinical stage failure?

Moon,
Ok so what's the biggest risk remaining?

Moonparty,
How is there less risk than there's ever been?
The trial data determines the outcome of the IP. Don't think we have that yet, and the problem now is that the Market Cap determined by the SP is now at 50% of the level it was a year ago.
If a buyer for Scancell actually exists on the as yet unproven IP maybe a bid at these levels would be better for them now than it was a year ago, so the Capital risk for them is reduced but the absolute risk of the unproved IP remains the same (no Data).
So LTH with averages above the current SP level potentially have a much greater Capital Risk than they had this time last year. Don't forget RM and Vulpes have lower than current SP averages.
Let's be altruistic now.
Presumably those investors who often state that they're here as much for the good Scancell's science can do for the world as a whole should be happy that the IP could be taken at a much lower cost now and speeded through trials by a suitor who has the clout to arrange such a course of action.
Strikes me that Scancell have done really well on the Science but the Commercialisation needs a very rapid boost if the assets are to be converted into profit by the encumbents.
If everything's so wonderful how long before we get a less than generous offer?
Wouldn't be much fun if the IP went abroad and into private hands would it?
AIMO

Just for interest if you want to buy 200K+ shares they're available at 11.225p
Bargain!

Moonparty,
I hope there'll be another RNS soon which will be the sort of news that will boost the SP.
BUT
At what point do you think the,
"3 months delay to all trials"
will become significant?
It's not really 3 Months is it? It's ANOTHER three months.
How many years have we been wairing for Moditope data?
How many more years will we wait?
Maybe the Market's simply bloody fed up with another delay.
It doesn't alter the underlying value of the IP, but the failure to prove the IP in a commercially demonstrable way is devaluing the IP.
The longer it goes unproved the less value the IP potentially has in the hands of the present encumbents. How much more time do they need?
Paricularly if we suddenly get an offer for the Company (today from a level more than 50% lower than last years SP levels).
That's why another three months is becoming not only repetitive but damned dangerous.
AIMO

Violindog,
I agree with your comments.
I believe that Scancell has suffered from the problem that the "Science" has always been the main focus to the detriment of the Commercialisation.
Is that any surprise when for the greater part of Scancell's life the mail scientific brain has been either Joint or more recently CEO. There was an short period when a dedicated CEO arrived but he left for reasons unknown only for the CSO to again takeover the CEO role.
I have no doubt that the science is great, but why the hell can't we commercialise (one way or another) some of it?
I can't believe I'm alone in asking this.
AIMO

Burble,
Thanks, appreciate your insight.