Member Info for Aberdeenman

Bit of a no brainer.

Investor presentation next week, second in as many weeks, loads of news due, and the presentation is after hours with the CFO also presenting!

Price will climb towards this event, but I would not be surprised to see news like MHRA approval and further orders before the event.

So back to that question, top up/invest this side of 100p this week, or the other side next week.

No brainer.

Aberdeenman

difficult to say Scary. CB is an unknown quantity, we know he has built a $B pharma enterprise before.

He may want to get the deal done, and get a higher flying CEO in to ride it up.

NFX becomes a different beast with a deal done, we know there is interest in NPX002 already, and we know deals are being done elsewhere on Covid related treatments, it is only a matter of time.

I think we will find out sooner rather than later.

Aberdeenman

Not saying 100 bagger any time soon Scary, but a 10 bagger on a deal is feasable, and as I said, over time then p to those giddy heights.

The model NFX has, with ultra low overheads mean stellar margins. a licensing model, they have a global market and with Covid treatment this is now a much much bigger market.

Aberdeenman

15p? way too low for when a deal is done.

Got to realise where this is going, this has 100 bagger written all over it, not saying overnight, but 10 bagger on deal news then another 10x after that.

I will be accused of ramping, but have said the same when there were no new investors around.

If you saw the deal I posted yesterday for VELA, which I am not in nor plugging, it shows the kind of size of investment and possible returns that can be expected.

Aberdeenman

I think we shall see ODX starting to make a break upwards soon.
Can see it moving up already.

There has been an overhang of short-term profit-seekers, who I think are now largely gone, the recent period has seen a large transfer to those waiting for the next leg up. Obviously, there are still traders.

The news has been painfully slow for us PI's and our short attention spans, but for everyone but the derampers it is clear where this is going.

Next week's investor presentation, which includes the CFO should be illuminating, and I hope for more substantive news in advance.

As was pointed out, the presentation is aftermarket hours, so expect market moving information.

The SP should start rising from now in anticipation of that news before, during and after the presentation.

So much to come, still expecting 200p plus this year.

Aberdeenman

"The 19th August poorly timed and written RNS forced the SP up over 50% in seconds then it retraced.
A well written RNS with a deal will multi bag and no doubt about it."

Cannot argue with you there, so many companies get this wrong, they seem to fail to make the connection between news and SP and then eventual dilution, which hits us all, including directors.

Directors should be on a mission to deliver value to all shareholders, and getting news done right is crucial.

Aberdeenman

"Likewise with Mologic antigen one price to government, different price to everyone else."

Whatever way you look at it, this is fairly normal business practice.

If you supply your largest customer 100x your other customers, the biggest customer gets a huge discount.

Aberdeenman

"See Aberdeen man has moved on to another share:Same old spiel"

Not moved at all Pumpky, just don't spend my whole day staring at a BB.

Aberdeenman

They are going to need hundreds of millions of tests in the UK, the RTC supply the gold standard.

SP will rocket as all becomes clear.

Aberdeenman

Just to add to my VELA comment, they now only own a small percentage of the commercialisation right via their investment,

NFX currently own all the IP for their drugs.

Aberdeenman

Have a look at the VELA announcement from yesterday.

£10.3 million investment, of which they are now part, in a potential COVID treatment for diabetics.

Now Diabetics are only a proportion of Covid sufferers, as Long Covid sufferers are only a subset of overall Covid sufferers.

The investment is backed by a global Pharma, and UAE Sovereign wealth fund, the share is up nearly 50% today.

So when you see that, it is not difficult to understand that it is only a matter of time before NFX get a deal done, and I think it will be sooner rather than later, and the rumours floating around will be substantiated.

Remember, this will fly on deal news.

Aberdeenman

as of today, and rising exponentially.

Of those that survive 1 in 5 likely to suffer from long covid.

These numbers of Covid infections are likely to be vastly lower than actual figures, but give a useful guide on numbers that are potential for NPX002 treatment, i.e. in countries that can pay for treatment.

So we have gone from 100,000's for IPF to millions of potential patients for IPF/Long covid, plus other uses.

I would not be surprised to see a rerate based on this alone.

There must be companies very interested in the IP, getting into a bidding situation would be the ideal scenario.

Aberdeenman

""on a journey to become the global leader in Superior quality mixers"
"

don't think anyone needs a reminder of the rise that Fevertree sustained...

This is likely to be on the same scale, over time obviously.

Q4 looking good for the Main market listing!

Aberdeenman

Website now sorted.

Aberdeenman

Sorted Mellchitt!

For info guys, apologies for the off topic, the other company is suspended re an RTO anyway so not trading=no ramp possible.

Aberdeenman

Website will be sorted.

Have a look at the following:

https://www.dropbox.com/s/0fmm3k89ylm5e3j/introduction%20to%20east%20imperial%202020%20low%20res.pdf?dl=0

"on a journey to become the global leader in Superior quality mixers"

Dated November 2020....

Aberdeenman

Hi Mellchitt,

I heard recently the BERM RTO is going well and scheduled for this Q as a main listing.

So not worried, I will pass on re the Website.

Aberdeenman

With (if) the 500k seller clear, this could be free to really rise!

Fingers crossed.

Aberdeenman

They cancelled all the 500k sells and just printed one 4.5m sell at the average price.

It means our 500k seller is finished.

Aberdeenman

On this occasion, there is a seller, whether it makes a difference when they finish is anyone's guess, and I definitely would not want to be out of this when news of a deal lands!

The Covid play is a definite plus, for the company, as it increases the value of the IP and number of potentially interested parties.

Next few days will see whether there is a sustained rise or if games being played to clear a smallish placing.

There does seem to be a renewed interest due to there having been a few Covid stocks rocketing, and folk looking for 'the next one'.

however, be aware that when a deal is done, this is one that will rocket, no doubt about that.

Aberdeeenman