Member Info for AB124

Ivyspivy
When VAL were becoming a good trading play in 2019 there was (In my opinion) no relevance to the underlying science of the company. It was purely a play on SP movement in the knowledge that there was a good base of "believers"
That allowed trades on the long side at below half a penny. Trades could be made purely on sentiment from day to day. there was good money to be made.
Whilst that was going on there was a hard core of Scientific "experts" who spent a great deal of time "Invading" VAL BB and being downright insulting to those who traded there. They were unable to understand that VAL was a play on volatility..... BUT NOT THE SCIENCE! It proved to be a rewading trading stock.
The moral of this story is very much that knowing the market in a particular share is one thing. Being aware of why share prices are moving is another. Neither of those two points are necessarily bound together.
Scancell has a good base of Loyal PIs. BUT it also now has a great finacial base and (posiibly most importantly) a serious institutional backer as well as a smaller, but no less important, more "twitchy" one. The potential for development of the IP certainly makes Scancell look to be a good medium term investment.
If however The BOD fail to demonstrate their ability to utilise the benefits they have then I would agree all bets are off. So far things look encouraging (compared to history).
It will be interesting to see what happens to the more capricious investors who take a view that Scancell is currently not a good investment.
Nine years ago I would have agreed with anyone who said that it isn't all about the science for Scancell. That was proved to be correct. Now however there are at least three worthwhile shots at the science which is augmented by involvement in the hottest vaccine development area possibly ever seen in modern times.
I would find it difficult to see a reason for not having a proportionately sensible holding in Scancell ATM.
It's certainly not emotion on my part... it's logical.
That's all in my opinion.
DYOR.

Ray Pointer
Was your 13.13 in reply to me?

RayPointer

"" I think his home truths about VAL's products were a bit too much for the VAL faithful to stomach.""

I hope you are not suggesting that a poster was banned from LSE because a group of other posters ganged up against him?
Surely it is Admin who have the ultimate sanction irrespective of what other posters think?
Maybe not. Appreciate your candid comment there.
AIMO

Hasiba,
Just a quick question.
Did you decide against buying 1% of the company, and if so what has changed in your perception since that statement?
If you had no intention of doing so why say it? There were no caveats at the time but now you feel that Scancell would be unable to cope with the setup and completion of a P! trial.
It seems a rather mixed message to me, unless I misunderstood somehing.
I am just a little concerned that we might be facing a problem if you decide to dump your (as yet) unconfirmed 1% ho;lding now.
Surely there is nothing wrong with this question, particularly as your spokesman Chelsea7 maintains that you always declare your trades?
I am a little confused with regard to what you are really saying.

I see that C7 has decided you might dispose of your investment here.
If you are likely to make a hasty exit In case you missed my earlier post I'll reproduce it under this (New ) thread which seems to be making the same points as the (Old) thread.
Please indulge me in this.

Thankyou C7 for reminding me..
I wonder how far hasiba has progressed in his quest for owning 1% of Scancell?
If he does he plainly has not declared his purchases.
If he hasn't he didn't stick to his stated aim.
If he has there will potentially be a big seller at the critical time before Scancell's data releases.
With his stated (contraian view) that Scancell should have a partner before P1 there is a possible oversupply problem at a critical time for Scancell's timelines.
With his (not necessarily logical view) of the right path for Scancell's progress he might be a market force that will not assist Scancell or other less savvy investors. If he is wrong in his assessment his release of shares could be very helpful for others wanting to buy in.
So C7 I am pleased you intervened. It was helpful.
AIMO
ATB

Thankyou C7 for reminding me..
I wonder how far hasiba has progressed in his quest for owning 1% of Scancell?
If he does he plainly has not declared his purchases.
If he hasn't he didn't stick to his stated aim.
If he has there will potentially be a big seller at the critical time before Scancell's data releases.
With his stated (contraian view) that Scancell should have a partner before P1 there is a possible oversupply problem at a critical time for Scancell's timelines.
With his (not necessarily logical view) of the right path for Scancell's progress he might be a market force that will not assist Scancell or other less savvy investors. If he is wrong in his assessment his release of shares could be very helpful for others wanting to buy in.
So C7 I am pleased you intervened. It was helpful.
AIMO
ATB

Ruck Rover,
If you are referring to my post then it was not about the strategy nut more about the lack of respect for a long term and helpful poster.
If it was nothing to do with my post then apologies for posting this.

hasiba
your23.17 (and a couple of earlier "posts" clearly demonstrate you actual lack of in depth knowledge of the process for a bio to effectively commercialise.
Yet again you insult BermudaShorts who has probably forgotton more about assessing investability of companies such as Scancell than you will ever possess.
The P1 is a prerequisite for attracting investment and data should be easily achieved by Scancell in their present situation. The results are key. Your insults do nothing for you credibility, and the lack of in depth Scientific understanding are there for all to see.
You may have thought you have controlled your emotions regarding investment, but by your inability to respect others it seems to me that many of your posts are actually driven precisely by emotion rather than objectivity.
Having said this, you obviously have strongly held views and that is fine, but others do too and they deserve the same consideration that you seem to expect from everyone else.
AIMO
DYOR

Hasiba
I am staggered at your conceit ref your parting shot to Bermudashorts in your 11.38.
He is one of the most pleasant and informed posters on this BB, and your comment,
"" and if you can then I may review your post worthiness again..""
is beyond the pale.
A little more respect from you to him might be worthwhile. You are not in a position to make such disparaging remarks to someone who is a very long way ahead of you in posting on matters scientific.
I believe it is you who is not worthy.

Surely, whatever anyone says the key to everything for Scancell now is Data Data Data.
To coin a phrase not DATES but DATA.
Once we have that (from whatever platform/prduct) we will then have something to evaluate.
Then and only then can the Share Price prevailing at that stage be judged to be too low, too high or maybe (in a non bearish way) Just right.
The market can't know what the right level is at the moment, and "Guessing" where the Share Price is going in the next few days is a mug's game in my opinion.
We all know what we hope for but the operative word is HOPE.
I shall try and remember that as I read the apparently informed ( but often unfulfilled) predictions of those here who claim to understand the market better than anyone else.
Put simply, No one knows what will happen until it has.
DYOR

Ciaskin
Massive achievement if you have "influenced" the production. Thankyou for your proactive efforts!
Fingers crossed.

Ratcliffewriter
I think your 09.25 is helpful, informative and completely non aggressive.
Appreciate your input.

Bermudashorts
I do understand what you are saying, but I'm making my points in the context of this BB. The message comes over loud and clear from what I read here that generally speaking the Strong Buy angle that comes across as the general view means (from my perspective) that people will not be trading their holdings.
I must say that I might well be wrong in that (see my 09.26) so if that isn't the case I don't fully understand the significance to those LTH here. The SP bumps will be smoothed out over time and investors will receive their value share of the proven IP should that transpire to be the case.
The conlict you mention is certainly there but maybe the question is really whether Vulpes are trading. If they don't buy back that seems ok to me. They are not trading but profit taking. IF they buy back then I completely agree with you.
It is a thorny point if they are trading in the true sense, but if they are demonstrably reducing their exposure I don't think things are quite as bad.
What's the saying? Keep your friends close and ......... ?

But that's just my point!
Most that write here will understand Vulpes's situation, but since they're LTH and "in the loop" and most importanly HOLDING their shares, what's the issue? Scancell's value will be realised when proven so a few ticks on a day when volatilty is to be expected surely is of no consequence.
Crumbs, I accept its not sour grapes on your part but I do see that you are trading it (as you've increased your core holding this week). I'm pleased for you.
I suspect many have become traders with core holdings over the last few days. Let's hope they all make money. There's plenty potentially to be made.

Crumbs
Interesting viewpoint, but in the overall scheme of things so what?
Did you sell on the back of the RNS and then try and buy back? Of course not. If those who did sell on the back of the RNS, Why?
Anyone who made worthwhile money on Scancell yesterday would have done so by selling on Wednesday or Thursday and then covering when the SP dipped immediately after the RNS. The market went Bid and the SP then bounced. Is that a surprise to anyone?
There is demand for Scancell shares. The situation re Scancell is now much brighter than ever has been the case.
Anyone who purports to suggest that Scancell is a "BUY" should not be selling all or part of their holdings against short term market influences. Anyone who sold at c27p and then decided to reinvest (opportunistically) after Vulpes' RNS made some money? What's the problem?
In some circles I'd say the criticism smacks of sour grapes, but I can't really see that being the case here, could it?
The more dangerous crime of market manipulation occurs when noone knows whats going on. At least Vulpes spelled it out. In the case of Scancell ATM LTH wouldn't be selling (would they?) so where's the damage? I can't see it.

""Vulpes investment brings £3.88m in new funds 13 June 2019
? Scancell has announced that it has raised £3.877m (gross) through the issue
of 77.6m new shares to Vulpes Life Sciences Fund at a price of 5p per share""

Please, please please, there is nothing Personal about the Vulpes trades.... They are the II who invested heavily in SCLP when the SP was bombed out.
The timing of the RNSs is not ideal but at least they're out the way on the back of a rise which noboby (and I mean nobody) expected last week.
In any case there's a few around who can "lid" or "support" the SP if they wish.
If I had made the sort of money from Scancell in the last few months that Vulpes have I would be taking some profit. For heavens sake they were a major reason that we are here now.
I believe that Calculus had to sell some shares in 2012/2013 due to proportionate holdings issues. Could not this be the case with Vulpes?
Also what if "News" is actually due any day?
What is the situation with releasing RNS due from share sales? Would you rather that Vulpes hadn't declared their sales ASAP rather than drop a bomshell like that in a real news supported rise?? Not only that Vulpes are a junior II here now, unlike the situation when they turned up with a couple and a bit million to "save" us from an inglorious fund raiser at really silly money.
OK I wish they hadn't done what they did but for whatever reason I am pleased they did it now rather than later. If you want to criticise them for doing what they might have needed to do anyway fine, but remember what they did for Scancell a couple of years ago.
A retrace of a few pence on a Friday after a rise on speculation isn't ideal, but please do not forget no share Price goes up in a straight line.... Not even Scancell!
Good rise last week though, wasn't it?

Wildforce
You say drift it down, but the reaction is simply those holders in the market who have received a massive bonus by the 100% rise in the week seeing their unrealised profit being eroded and so they sell to make themselves feel more comfortable. They have a paper profit and they see it diminishing because others are doing and thinkking what they are agonising over now. It is the way the market works. If someone yesterday felt they had to pay over the market for a clip then that's fine, but today's reaction is surely not a surprise to anyone here - or at least it shouldn't be...should it?
Yesterday's buy does look odd now (and frankly did last night when it emerged). I would have expected to see it as an XOFF trade, but maybe it was an non UK buying Inventory? Not all markets are as transparent (cough) as AIM LOL
Weekend ahead... time for a bit of a chill I think.
Enjoy the break all....
AIMO
DYOR

I am slightly surprised at the level of concern over one II seller and the fact the SP has declined a bit. I would not be surprised to see some other major holders letting some shares go. Some may have to do so for Portfolio balance reasons. Redmile might want to do that to allow them reduce their converted equityordinary shareholding allowing them to perhaps in the future to convert some more of the CLNs without needing to make a bid. The shares are certainly providing a great (unrealised) capital return although admittedly the 3% coupon due to be paid by Scancell might be an additional utility too.
For heaven sake, we are so much higher than this time last week and things look set fair.
I will start to worry when one of our platforms (or even Covid) options are shown to be not what we hoped, but since there is nothing to suggest anything like that presently why not let the SP come back a bit, allow some new money in (which will not be as "hot" for a few weeks) and then await the Data (or commencement of trials for that data) that the Company suggests should be forthcoming.
All in all I cannot see any reason to be anything but happy with the week's Share Price progress a few pence South is nothing in the overall scheme of things.
AIMO
DYOR

It seems the top of the market 28.2p (so far) is just around the level 100% up from where so many on here have stated their average book value is struck.
I just wondered whether there was any correlation or maybe it is simply coincidence.
If that is the case maybe when any selling is complete we can continue North.
Purely an observation....

OK so it seems you see the Div as a possible benefit wth the outlook for the Share Price as being good on the trading front, so you bought as a trade and the Div might help!
Sorry, I thought the Div was the main reason for your purchase. I misunderstood!
Hope all goes well.