Member Info for AIMing_high

Good old Trumpo is back on the attack with Mexico. In his good-cop bad-cop game maybe he can carry on being nicer to Iran for a while.

And back to red. This commentary is fun

I suspect they’d take an investment decision based on their risk appetite at the time. The fact that it’s near to a catalyst means that they don’t have to waste capital on a share that doesn’t give any yield (no dividend). It can definitely be seen as a positive in that they are taking even more exposure, but it’s not like they suddenly bought 10% of the company out of nowhere. They are running a portfolio and so can look at the risks on that basis

Up pre market but down when trading. Think 10p is a pipe dream today.

I assumed he’s in becuase why else post on here (I don’t believe for a second that he’s a paid poster or trying to get in at a cheaper price) I’m just confused as to why he’s so negative and why he often writes as if he’s not invested.

So you’re not in currently Scott?

Beautifully put Scott. I have a small but meaningful exposure to MTFB, and so obviously want it to succeed and the share price to fly.....but I’d genuinely rather read Scott be a miserable doomsayer than have to put up with an excited puppy yapping about how wonderful this is. If it’s that good, ship and buymore. If it’s all true then there is no need to ramp.

Shouldn’t just follow IIs blindly. Invesco were he biggest backer of Circassian pharma. Just check out how well that went. DocPhil certainly doesn’t write like a doctor. Far too categorical in his assertions regardless of lack of evidence. Comes across more like a preacher

Agreed Jim. It’s only a net 1.44% increase. That could be flows into the fund. Could be them seeing better risk reward, or just wanting more risk in the fund.

No they won’t know. They’ll have made a risk assement in a portfolio context and decided to add. If they do “know” then they’ll in breach of insider trading laws and the FCA algorithms or internal company compliance will pick up the suspicious trading activity and investigate. I agree that it’s a positive sign that they’re adding, but they will not have inside informaiton

Another “Doctor” in here assured me it was 98% probability of being approved in Feb. You will therefore hopefully understand my scepticism.

Wow. This is super exciting. We’re all going to be rich. An anonymous poster with 46 posts to his name has said that he’s got secret information that is not public that shows that this thing is going to be FDA approved and fly. Well I for one am going to back up the truck and put my life savings into this pup. It sounds like the most sure fire thing since.....umm.....Morif Bio back in early February!!!!

Over optimistic share price predictions??? On LSE?!?!? Never!

Yes. I think the results look good, 2019 looks decent and for me that puts a floor on the value (not the share price) of the company. I’m basically totally ignoring Iran now, I don’t feel particularly positive about Africa. Kind of assume that’s in a country with regime change so it may well dissolve too. But I think that there is a decent base business with possible MOU cherries.

yamsel....everything you state as good news is also old news. We’ve know it all since at least the start of the year The growing number of long term opportunities has been a mainstay of all annual results RNSs

It’s hard to see how they can’t be EBITDA positive for 2019......Potential bad debt recovery, £2.2m Revenue in Q1 19 from the ME screening, Lungi at record levels, $3.4m screening contract announced in April, potential African deal. It’s going to be interesting to see how they managed to make a small Loss regardless of the above!!

I fully intend to ask them directly about the old MOUs at the AGM.

Couldn’t be more right. It’s more likely that they announce its exchanged and going ahead straight away than that it’s dead. And the former certainly ain’t happening. Point to a single RNS that has admitted that an MOU is now dead. Even the ferry was never fully dead. They still have the damned boat!!

Glad to hear it didn’t take you out totally. I also believe it will one day be a drug.....question is will it be with mofit???

Good to see you’re back DrMaccers. I was concerned after you went silent on 14th Feb that you’d been seriously hit as you were 98% sure it would be approved, and I worreidthat you had 100% of your portfolio. Hope you managed to buy in on the drop to average down.