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Xviolet- all depends on the sector your stocks are in and the balance of your portfolio really. Healthcare/pharma is widely considered a good defensive play, and will retain value in a crash. Stocks like SNG which are poised for parabolic growth will do just fine and I wouldn’t for one second think if selling a bean here. If, for example, someone was heavy in property, or stocks that provide consumables or services, then there might be reason to re-evaluate and perhaps re trim in anticipation of a drop.

There’s been many false dawns though. Having said that, I’d say the Evergrande sitch will be bad for property in particular.

Interesting vid Trek. Contagion would be high if it popped, Chinese capital is everywhere, including here in the UK property market.

Pharma is always considered a ‘defensive’ stick, but SNG will be particularly bulletproof int be event of a downturn, IMO.

The thinking on this thread aligns very much with my own. Hence my niggling worry in the unlikely event poly acquire 30%.

Don’t forget, if it’s proved to be a broad based antiviral, good against flu etc, little old Synairgen could prove to surpass our wildest dreams. It would totally change the game. It’s my suspicion that US authorities will be thinking hard about just how versatile this product is…

Unlike you to be so glum BTB!

The PTAB, if it goes our way, means the trial (if we even get there) will be a formality and grounds for appeal practically nil. That’s why it was a masterstroke for mintz to agree to the stay.

In twelve months time we will be in a very different place, for better or worse, and that’s well worth holding for IMO.

If poly are still loading, and I think they are, eventually 200 will be breached and it won’t retrace.

Fair assessment mikelma. I’d say current SP is a very conservative reflection of the ‘sum of the parts’ but whilst it remains as such, this is where we will stay. Something I’ve mentioned before is the UK markets lack that ‘venture’ spirit and so potential here isn’t built into the SP. you only have to look at a firm like Tesla to see that culturally, the US market attributes a lot to potential whereas here is seems valued at 0 haha.

Yesterday there was a bit of discussion about spin outs impacting on SP. I think it would have a positive influence and I’ll tell you why. If the current SP doesn’t really take into account spin outs (which most agree it doesn’t), then that means with each spin out, core Orph moves closer to becoming a saleable, streamlined commodity. As I’ve also said, it removes uncertainty, which the market hates. At the moment there is too much uncertainty with OO, especially imutex. That one is driving me mad to be honest. I think the uncertainty is weighing heavy on the SP.

The CFDs basically means Polygon are throwing the kitchen sink at this and the fact they are leveraged tells you how confident they are. Money is in short supply at the moment but I’ve followed their lead today with a modest top up.

Wyndrum, I see your point. What I was getting at is that charts often use historical support/resistance to predict future support/ resistance, in a stock that moves and evolves so quickly, you can see that comparing the support/resistance of last year, as a justification for current SP action is kind of futile. So much has changed since the last time the stock was trading in this range that a purely technical approach doesn’t make much sense to me. Hope that makes sense haha

‘Manipulation’ is a case of the boy who cried wolf. It does happen, just not so nearly as often as people claim.

I’ve seen stocks with a deeply negative spread late trading, only for there to be big news the next day. Similarly, with AIM it can be easy with small caps for traders to build up huge stakes, and then use that to create volatility and flush a few poor PIs out in the process. Like I say, it does happen.

Here though I think it’s logical enough. Every trader who bought anywhere between 130 and 165 is likely to be taking their few % off the table and hence resistance is created. Tornado tony said that there was no resistance at 200, but I’ve never much believed in charts from a purely technical standpoint, it’s the psychology that matters, and that will logically explain the sticking point at 200 for now.

Thanks everyone for your responses. General consensus is it’s a good thing and I do trust the board so perhaps I’m being a little too contrarian in my reaction to the RNS.

Mat, to briefly touch on your point, the velocity of share acquisition has really ramped up in the last few weeks. May through to sept we weren’t getting bi-weekly holdings RNSs…perhaps it isn’t out the question that they intend to get to 30%, or maybe they are just rampantly buying until a certain price point. Who knows, let’s enjoy the ride for now.

Thanks all.

A similar discussion was had last time we had a polygon RNS. Doc83 raised tbe question of what the motive was, potentially hostile, and some posters, rather disparagingly told us to stop moaning and follow the money.

In terms of the immediate health of your investment, polygon’s activities are undoubtedly a good thing. They’re clearly so bullish that they can’t get hold of shares quick enough, tbe CFDs offer polygon the option to continue to acquire via a different means, and it certainly adds weight to the argument they intend to try and get to 30% in time for the readout.

Which is where I begin to wonder. We all want to see maximum value here. And even with Polygon doing whatever it is they are doing, I see a clear 5 bag scenario from here. But with an II dictating terms, will we get true, maximum value? That I’m not so sure about. I’d rather it was SNG advising shareholders in the event of any JV/buyout offers, not an II throwing their weight around with their 30 or so %.

Now I could be barking up the wrong tree, and I hope I am, and likewise you may be thinking shut up and take your 5 bag you greedy so and so. But I feel that with my modest position here, if the stars align, we could be sat on something monumentally valuable, and I wouldn’t want to see it sold short.

Interested to hear the views of others

I’ll grab me coat haha

Never been happier to be wrong haha

Well nothing is sure in life but could well bounce round at that level is all I’m saying. Just because it’s momentarily breached 200 a couple of times doesn’t mean the 200s are in the bag, as much as I’d like to be wrong!

The 200 resistance line will prove stubborn because anyone trading will take profit at that level.

LTHs 190/200p makes no real difference in the grand scheme of it.

The vaccine programme was seen as a ‘war effort’ by the populace, with the added carrot of going back to normal if we all had it, ergo uptake was high.

The concept of a rolling booster programme, however, will be much more difficult to sell IMO. I just cannot see an annual vaccination programme being popular with healthy adults for whom vaccination, to this point, has been something you had a few shots for as a kid and that was it.

Whilst I accept the idea that the vaccine protects others, the majority of people will think about the vaccine’s implications for their own health before that of others. What appears to be eroding efficacy, coupled with concerns over long term health implications of vaccinating people into oblivion, in addition to concerns over what appear to be a plethora of potential side effects, will lead to much more scepticism for the booster programme. I think if you add the fact that the landscape has shifted from ‘get both your doses and the pandemic will be over’ to ‘we need to vaccinate ad infinitum’ into the mix you can see how the booster programme is likely to be met with suspicion.

To my mind, the common sense approach would be to booster jab at risk groups a la the flu jab. Even with a full blown effort to promote the third jab I cannot see it meeting with much success amongst the general healthy adult population.

This is not me being anti vax, I’m double jabbed myself, more my sociological observations as I see them.

The true extent of the relationship between Samsung and Nanosys is yet to be discovered... But to my mind it is very very shifty indeed. The whole thing makes my blood boil to be quite frank. Should things against Samsung go our way Nanosys may well be next in the firing line.

Re the website…it’s odd display isn’t on there, our dots are one of the flagship discoveries of the company. I wonder if with all the legal stuff going off they thought it better to just leave it until it’s resolved, unless Samsung are planning to buy all the patents and so we don’t have a display product any more… ;)

Agree Axe. An II with such skin in the game is unlikely to trade this stock. They will be here til the bitter end. Their mission statements back this idea up. They certainly aren’t here for 40 or 50% and if they were prepared to load up pre Activ news I can’t see them de risking their position pre readout when their tolerance for risk has clearly been high. They’ve been all in from the moment they started adding IMO.

It’s a shame that this board seems to fall into this now all too familiar cycle. Now we have Ache and Bronx/Jimbeann working in tandem there is so much ‘balance’ on this board that anything approaching constructive comments is lost in the mire of squabbling and in fighting.

Please, just don’t engage with these people! It really reminds me of that Simpson’s episode, treehouse of horror, where the billboards come to life and the only way to destroy them is to not look at them. People like Bronx and Ear feed off any responses they get, they don’t mind getting pelters it’s all the same to them. But I guarantee you, in the act of responding to their nonsense, relentlessly and tirelessly repeated, this board suffers and any outsider looking in would think ‘what a mess’. I’ll admit I’ve fallen for Bronx’s traps a few times now but I’m not doing it again. You’re better off arguing with your own front door. It achieves nothing.

Most if not all are happy with our investment. Many sitting on paper losses but the most people have now made their mind up to hold, sell, or add more. I know I’m staying put, as I’ve always said, til all spin outs are done. Let’s just hunker down until something concrete comes out and leave the hyenas and naysayers to feed on each other.

Good luck all.

Faces to monikers even!

Had a few jars last night haha

Count me in- purely because I don’t think I’ll need to buy a pint at this rate haha.

Would love to put names to monikers.