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'Pharma is valued in the billions not the millions and takes years not months' - Vlad the scientist 2021.
We're fully funded until clinical trials, you know this and I know this.
I actually thought it was a well worded RNS, it was factual and gave me the information needed.
There is no need to read between the lines, They may or may not need the PreIND meeting, it will not slow the process down, encouraging signs, final submission being refined. If the Full IND was planned before May, it is still planned before May. People asked for an update on why/when the PreIND was taking place or why it wasn't and we got it.
I'm more confident now than I have ever been. Confidence in a share at rock bottom prices says one thing only, TOP UP WHEN POSSIBLE!
HEMO HEMO HEMO,
Just reading twitter and you got to chuckle to yourself, how has a company listed less than 5 years on the market made such enemies that even at it’s 52 week low it has people slating the price, calling that funds are going to be raised etc. When this is not factually true. RNS state they are funded up to clinical trials etc.
I genuinely feel this is undervalued and not slightly undervalued but by quite a distance, I think current pipeline and where HEMO are on that timeline a Market Cap of between £50-£80m would be a fair valuation. As an investor it is hard because something so blaringly undervalued is here but at the same time you have been trading like minded shares and been in HEMO long enough to know that this isn’t going to flip and be valued correctly overnight. It is a low cap Pharma which means cash is always at a premium and there is always a possibility of a mad loan facility or raise that could tank the price even more, Why does the Market cap matter when you’re paddling a raft upstream with your arms.
The share price will not recover when you have so many traders in-between 1.5-2.5p, I’m not sure if these de-rampers are personal against the staunch holders like JHFH or Vlad but it certainly seems like they know how to control the SP in a range.
I’m invested over a million shares as I WANT to believe that long term if even one of the candidates is successful it CANNOT be valued sub £100m and probably would be taken over long before but there is not enough LTH’s with enough cash to keep propping the price above 2p and I think a lot would need to change with the company to entice new investors, along with Pharma which is on the bottom of everyone’s wish list.
Simply if Vlad stepped down as CEO, the mystery dealmaker of the EL negotiations was revealed and Hemo could communicate better I’d be happy to triple my holding (at a higher price if need be). Part of the company seem to be run so efficiently and well, but it is currently run like a private company and come April when the 52 week low drops I honestly feel time is running out for Vlad to hold the reigns.
£101m Cash
£116m MCAP
Am I going nuts or is that correct?
I've been in and out more times than the hokey cokey. It is generally a boring share to be in, apart from a few trades 4-8p, 8-12p etc. Since the CLN's (URGH!) and it has found a point it is literally an easy trade between 1.5-2.2p.
Personally I think there is a lot more value in this than a trade but that is how it is set up unfortunately. There will be a day (hopefully sooner rather than later) where it will find its true value and grow.
I'm in for 1.25m shares (bought this morning), bought in the view of holding long term but I always have that view but if this goes another few months just plodding up to 2.2p and back down to 1.5p then who knows..
In vlad we trust, until he has a funny 5 minutes on twitter.
$1,000,000,000 Patience.
26th April 52 week high will be under 3p. Better get their skates on to get this higher than that by then.
Thanks ontarget will give it a watch tonight.
Goolang - You seem very knowledgeable, I'm still learning a lot. Only come across this company last Thursday when looking at the 'best value' lithium play.
Are we expecting results in Q1 or early Q2? I went through the presentation and it seems the opportunities are endless and currently they are well funded all pointed towards a good investment.
Any further info that I may have missed or not in the presentation and recent RNS very much appreciated. JM been in since IPO I'm guessing?
The only thing you can do is look at it with fresh eye's.
I bought at 15p as I can see the future potential and great pipeline in a growing market.
If you look at the Market Cap and see growth then keep your money in.
If you look and think it's heavy on valuation take some out.
Consolidation is healthy, this is fully funded (no raise imminent), I can only see a move past 20p in the short/mid term. GLA.
5.39p
Yeah my 146227 is a buy showing as a sell. I've had a torrid start of 2022 in the markets and this isn't my usual type of share. I'm usually much more a bottom Fisher.
I researched BHL all weekend though and being in the automotive industry cant really see the price/need for lithium decreasing but the opposite effect of massively increasing. The company seems to have great assets (in the right places) and a great BOD. Bought at all time high but honestly see a £200m MCAP as a realistic short/mid term target.
GLA holders :)
Monday - Top Faller
Tuesday - Top Faller
Wednesday - Top Riser
Thursday - Top ......
Not too sure on that, risk factor very large for 'II's' now.
Although I think until things become clearer two days with 50% drops is overdone. WAY Overdone.
Interestingly you can only buy max £3000 worth (£400 goes to NT)
But I can sell over 1m in one go at full bid.
My 921094 @ 2.20 buy showing as a sell.
It is not logical at all.
Had all day to think of possible logical ways it could work, it cannot, it will not.
Don't see the play at all here.
I would be interested to know your hunch prices on raise if you're happy to share
Sorry Franky, Maybe I wasn't clear (bad wording on my part). Majority in the group agree with you that SP rising was/is a problem. I just don't see it like that but maybe I'm the naïve one.
I think it is a self motivating situation that because the share price isn't rising it isn't meant to rise. It would be good to have you in the group mate as there is positive/negative and certain things we wouldn't want to write outside the group.
Whether your hunch or my hunch is right both positive outcomes in the end so i'll be happy. The balance sheet leaves no more room for negotiation IMO.