Member Info for BeContrarian

NDN, you must remember that this is a forum for discussion, and that we can all learn from each other if we are prepared to listen. I don’t really see the point in engaging in a forum like this if, as apparently appears to be the case, your opinion is gospel and absolutely fixed, no matter how many people openly question it, or what arguments are presented before you.
In the past week alone you have ploughed a lonely furrow on various points, one of which, today, was proved the hogwash we all knew it to be (RNSing data unblinding).
I offer you this advice with the best intentions: temper your hubris and fixed mindset on things. One day it could cost you a lot of money.

Stt1, what are you going on about? I actually can’t make head nor tail of what you’re trying to say!

For anyone in at around the placing price this is sort of a win win from here. If she holds above 200 happy days, that’s a healthy little gain in the run up to results. If the 190s are revisited again then it’s a good top up opportunity. My average is lower than 180 but that’s how I’m viewing it.

Hello all, if my diary is correct, we are now at the 35th day since last patient dosed. If not done so already, the data will be unblinded today.

The next RNS could well be the big one!

NDN what material market impact does stating the data is being unblinded have? Unless you are going to reveal the contents of said data, it means nothing.

I know it’s something we would all LIKE to know but RNS doesn’t work like that. Market sensitive info only. Your thesis is wishful thinking and you’ve received an explanation that such a move has no precedent but of course, as with all things, you’re not for turning.

Love, clueless Toad.

Mozi that’s simply not going to happen.

Standard practice is 12 month high price plus a premium, usually 20% on top. Anything less than north of the ATH and I think he’d say jog on.

If I remember right Halls correctly called the seller a few months back, sure enough it was confirmed the next day in an investor meet

Just to quickly touch on this debate re market cap. I think the simple answer is that we are based in the UK. Investing habits are very different here, particularly a general aversion to risk. In the USA there’s lots more venture capital swilling around, and a much higher tolerance for risk.

I see it as a positive as it helps us snap up bargains and epic upsides when these promising prospects finally show their true potential, as will hopefully be the case here.

Hey Andy

Your theory may well hold some water to be fair.

But equally there are macro factors in play which also are bullish for SNG, omicron and the impact that’s having within developed nations is becoming better known.

The argument could also be made the webmd from Sir Stephen could’ve had an equally buoyant effect on the SP.

Or you could take the technical view and think well this close to news the barrier of entry should be higher and so the price drifts up.

In short, there are many potential explanations. Right now it’s just noise. It’s really important, in the run up to news, to revisit fundamentals. It isn’t out the question that a drop could be orchestrated here. Hell, I’ve seen (and capitalised on) it often enough. Last thing anyone wants is to be stopped out. A distinct possibility for anyone who may have bought today and set a modest stop loss. Volatility is not out of the question…

Hey Eggs totally agree with your assessment there. Big inflection point coming in 2022. One way or another we will be in a very different place this time next year.

The obvious answer to your question is risk. Risk comes in many forms but one thing I can say with a high level of certainty is that as a rule, UK investors just don’t like it. Look on the Nasdaq and you see basket case companies with crazy market caps at every turn. Firstly, investing is more ingrained in Americans, but there’s much more appetite for risk too. Here in the uk, if there ain’t a divi or a P/E ratio you can hang your hat on then folk ain’t interested. It’s such a different landscape it’s barely comparable.

Frustrating as it is you may not see too much ‘venture’ funding from PIs in the run up to the patent hearing, and so the SP may remain flat. But either way, LTHs will want all their shares in play when the big litigation updates drop, ans a suppressed SP pre news will soon right itself post news IMO

Hey Tommy, comes back to the old ‘soft’ and ‘hard’ signals debate I suppose.
To me his body language bore all the hallmarks of a man very comfortable with himself and with the performance of the company he helped found.
I also loved the fact he alluded to the fact that SNG are still learning exactly what interferon beta can actually do…

Or even our yeeeeeear. Sorry Liam couldn’t resist haha

Anyone who knows SNG knows that a leak is very very unlikely. They run a tight ship.

As nice as the rise is, LTHs have been here before (in my case many times). It wouldn’t surprise me to see it walk up to 250 from here, or to retrace back to 180 over the next week or two.

I’m personally very bullish on getting results quickly but any pumping now just adds fuel to the retrace later on of the MOARNS doesn’t drop just yet. All IMO.

Agreed Doc.

Also I don’t think the data being unblinded will be RNSd either, because until the data is processed and presented to market, that in itself isn’t necessarily market sensitive info.

The next RNS could be the big one.

Be careful. NDN hates nothing more than having the errors in his thinking highlighted. You may be branded a ‘clueless toad’ (the irony!)

Cheshire, the 10 mil contract could have been it. If there’s anything else then great!

The cynic in me thinks your comment is an attempt to create a stick to beat CF with if nothing else drops.

21/12/2021

Is that how the flu ended Shpunken? Oh wait…

Covid: First people in UK hospitals with Omicron variant https://www.bbc.co.uk/news/uk-59627188

Just had a listen to Elric’s presentation (thanks!) and I think what’s becoming apparent to me is that we are in a period of ‘changing of the guard’ in terms of shareholders (and a big seller, whoever that is).

I do think there is some truth in the concept that OO was regarded as a ‘Covid’ stock and whilst anyone with a few brain cells knows Covid isn’t over, I think a lot of that flighty Covid money has, and is, moving on. CF’s building operation is not going to happen overnight and so the rainbow chasing rabble have stampeded for the exits onto something new.

It’s becoming ever clearer that CF is focused on strong, organic growth of the core business. That is: highly profitability, year on year improvement in revenue, year on year improvement in margin. His priorities are absolutely in the right place, and whilst the SP is not where we would like, OO is doing the business.

It feels strange to say this but I really don’t think this is your typical AIM stock any more (it makes a profit for one!) and as such, it no longer interests your typical AIM investor. The figures and the direction of travel speak for themselves. The level of risk here is akin to throwing your money at the likes of a FTSE share IMO, it seems a very safe bet at these prices. We are just in between the ‘turnaround’ phase and the ‘serious, operational, profitable’ phase, as soon as folk cotton onto this fact you will see that SP moving steadily northward once again.

All IMO of course. If my SNG play comes in (hoping for news within the next month or so) I’ll be going all in here if we are still in the 20s.