Member Info for Balanced66

Jimboooo
Are you not waiting for the £2 billion valuation to come before selling I'm sure that's been mentioned there!

Don't think we will see these levels again imo. Look at the valuations of cell therapy companies in the USA - in the Billions. Sorry not ramping just my personal view please do your own research. There was a very good research note I read a while ago that is worth people considering.

Great news:

https://www.proactiveinvestors.co.uk/companies/news/923702/maxcyte-a-win-in-gene-silencing-with-apeiron-biologics-923702.html

It does say "historical" chart.

Past is no guarantee of future direction although agree it is a good guide of what may continue to happen. Company was on the verge of liquidation and now has the cash to move forward and build growth. Other more savvy investors than us have increased their stakes recently.

Agree there will be people sitting on heavy paper losses at the moment but the question I always consider is would I invest in this company "today"?

There have been other cases of companies coming from the brink read about Peter Lynch's investment in Taco Bell:

"I love volatility. I think I remember when, in 1972, the market went from down dramatically and Taco Bell went from 14 to 1. They had no debt. They never had a restaurant close. And I started buying at 7 but I kept on to it and went to 1 and was the largest position in Magellan in 1978. It was bought out from buy $42 by Pepsi Cola, I think would have gone to 400 if they buy it out. I think volatility is terrific."

Peter Lynch did average down on his investment in taco bell which is not mentioned (averaging down is tricky perhaps do it only once as you may just be chasing losers all the way down?).

So even Peter Lynch, arguably the world's best investor - they say his annual return beat even Buffet's made mistakes or timing mistakes with his investments - he started buying at 7 but he still managed to achieve an excellent return on the investment.

Imo patience will be key here - all the signs seem to be here for a turnaround in the company's fortunes.

People were shorting the Dow thinking there was a second leg down coming (it may yet come) think they would have lost a fortune.

I've never shorted a share personally don't think it's ethical (just my personal view) but as someone explained, with a share purchase the most you can lose is your stake but with shorting your losses have no limit?

Landsdowne were in the news yesterday they are going to close their $2.8 billion hedge fund due to weak returns.

Twitter update:

Congratulations to our partner, @VorBioPharma, on closing $110 million in Series B financing to advance their lead program into clinical trials and expand their portfolio.

https://mobile.twitter.com/MaxCyte_info/status/1280507996657909763

And we have a distributor right there.

Any other small gold miners you think that are still worth getting into?

I have GDP and aau grl gdxj( etc) prim (holds ggp but is a bit stagnant at moment) and an Australian one Artemis (arv but it has nearly doubled in the space if a few weeks)

Any other small minors you think that are still worth getting into?

I have GDP and aau grl gdxj( etc) prim (holds ggp but is a bit stagnant at moment) and an Australian one Artemis (arv but it has nearly doubled in the space if a few weeks)

Cheers Ash. Respect your views and that of fellow investors here you all seem to know your mining inside out which is impressive. I've still got a lot to learn about mining. I look out more for valuation metrics when choosing stocks and this came across as undervalued to me. My average is around 3.40ish so happy to hold. I only got back into investing from late March or so after a long absence and reading this board I can see many of you have much lower entry points - well done all.

Appreciate there is risk with everything and we have to try and make the best use of the funds we have.

Then the drug device will be in greater demand imo and so a quicker t/o after approval? Why would they wait?

Not sure if mybfellow investors have seen the website?

http://www.ozaltin.com.tr/en/mainpage

If Ozaltin are about to pay circa 60 million then would there interests not be aligned with ours? Perhaps more so as they would want to get a return on the money they have just paid out?

This is from the November 2019 RNS re the proposed MOU terms which the latest RNS states will be the basis for the agreement:

"be party to a shareholder and joint operating agreement, retaining representation on the Zenit board;"

Imo there will be sufficient legal safeguards in the shareholder and operating agreement and the other legal paperwork to safeguard shareholder interests.

Also the rationale behind the proposal:

"It is the current intention of the Board to consider distributing part of this sum as a special dividend to shareholders, once the mechanics for doing so are established. The Company will also utilise its enhanced capital position to fund further growth of Ariana's business. The latter activity will involve the acquisition of new exploration and development projects either within Turkey or in other regional jurisdictions and provide for the advancement of the Company through the development of other assets held in whole or in part outside of the arrangements contemplated within the transaction."

Agree with both views put forward. From my own personal experience I've learnt that too much interfering with my investments has cost me dearly in gains. I would have been better off just leaving my investments as they were rather than being impatient and selling half or the whole holding and buying something else. I'm generally ok in selecting stocks but quite poor on my timing point overpaying or selling too early.

Anyway still learning. They say the stats for short term traders are not very good as most lose money?

But each person to their own and each person's circumstances are different. GLA.

Strong finish in France we might get a strong start tomorrow. We've had a bit of consolidation with the recent price rises but I'm not a chartist wonder if there are any amongst fellow investors?

The newspaper articles still refer to "swab" if it's saliva there would be no need for a swab? A container to spot into would be required - thoughts?

I posted a few articles the other day along with this one that mentions saliva - the other articles didn't say this, just that it was PCR so maybe just an error in reporting?

We can also license our product as per the website.

Have we helped them with their kits? They mention a Direct RT lamp kit - which sounds very similar to our Exsig™ COVID-19 Direct?

https://www.dailymail.co.uk/money/investing/article-7069991/MIDAS-SHARE-TIPS-Medical-group-MaxCyte-finger-pulse.html

Thought it was worth pushing this article up again that Trojan found as new investors might find it difficult to see and it is a good summary of the investment case here imo.

This seems to me to be one of the best biotech investments available today at a very reasonable price.

It is actually generating millions in revenue which for a biotechnology company is rare. Some of this repeat revenue from the sale of consumables.

But the main interest for me is the milestones and royalties the company can take in other companies drug developments these are not all paid just on a successful phase 3 so the company is making money as the other drug development companies move along in their research and development and pay MXCT milestones and licence fees etc.

I had thought about investing in Crispr therapeutics and wish I had when it was in the low 60s when I was looking. But then I thought that I am invested here and MXCT has stakes in some of Crispr's drug development and also in the other leading cell therapy companies - if they are successful MXCT is successful. MXCT do not fund the drug development trials of the other companies they do so themselves! What better business model is there out there?

Then you have the Carma cancer side which should soon become self funding.

I believe the company is also looking at a future Nasdaq listing as well.

Just thought I'd share my thoughts and see what people think as well as it seems a little too quiet on this board - that can be a good thing as well. GLA and imo Dyor.

Danny
Maybe you can tell us exactly the right time to buy and sell so we can follow your advice and become millionaires quickly. A list of other shares also please.