Member Info for belgrano

Believe anything in single figs a great investment either long or short term hold. Big players are working to a plan .

Another one on my filter list was Mr.Humble note no S. Believe he got barred , clearly same troll .

Good replies there Net,

Agree with your observations, believe on Thur/Fri , there was echoed some concerns that major holders were selling and lack of support from them might cause the price to continue downwards . Believe this lack of apparent support may have drawn in shorters/traders hoping to see the price continue down, and we saw sales going through trying to continue that momenteum.

The fact that the 2M single buy wasn't split up into smaller buys during the session points to me that they didn't want to alert those shorting that there was in fact strong support at the low price and that they will now get a financial spanking. I believe it was a cleverly played move.

Believe still quite a lot of money waiting, but few take the risk of the falling knife. One major fear was that some of our biggest holders like MD where cashing out and price might be driven into the ground. The 2M buy today, completely changes that opinion, in fact by releasing after hrs as one trade and not during the day as repeated heavy buys may have caused the sellers to keep offloading believing limited support where in fact there was.

This is better news for next week, as it may encourage those waiting to increase positions believing we've hit the btm.

Someone is mopping up all the free float with that 2M buy. Doesn't smack of a small investor to me. Right at the end of Friday play.. Shrewd move.

Hi Mizman,

Probably thats where we differ in opinion in value in the company. If you were talking "cash in bank", you may be correct.. However the IP and patents for Zenakine are easily worth 30-50M, which is almost three times our current market cap. Most investors also are actually missing this point and I believe is causing them to offload at current levels.

Croda would love Zenakine and have big war chest , so would their competitors. Was some discussion that a few board members wanted to go down the selling route with a decent pay out.

I believe MD thought this sop purchased 50M shares, also believe the board had two camps Hunt and SA, with MD on Hunts side.

In my opinion only I believe its more likely we will now the CEO has departed and company confidence shattered, that the winners will ultimately be Mr.Hunt and co, and possibly a sale.

With this end result in mind I'm increasing holding quickly the cheaper the stock becomes.

We are all here to make money, and at the current price (and up to double figs), represents stunning value. However there is always lower, and I wont say it wont dip further as there may me more investors also not aware of the true strength of this company .

Hope this aids you.

Call me greedy more like...rude to refuse, couple of weeks be looking at one of the best investments we have ever made on the dust settles and investors know the damage was saying royalties has arrived before they did. Yep hes paid the price which is right, but the company is far from in terminal decline.

Getting proven accurate financial information as well as clarification on royalties and sales will provide greater confidence in their accuracy than we had previously.

Clearly from todays RNS, things are being sorted out properly. Was also an opportunity to include any other bad news or revelations subject to investigation and there were none. So from an outsiders viewpoint it does seen we have an outside overview of the financial damage which although bad and should not have happened is not terminal.

Thanks Laura, have done.

No Mr.Humble, value in the IP, patents and Zenakine itself as a possible sale.. which might not be to Croda.

Does the assets the company hold outweigh the current share price. Clearly yes by a considerable margin, however confidence is king and currently the worst I can remember with this stock, however this is largely based on lack of solid news or evidence and as a result mr.market thinks the worst.

However all it will take is one decent company statement or "meet the company", type presentation and that could be restored to some degree within minutes. Stands to reason that the share price will then regain fair value.

I believe its moments like these when investors or traders go against current stock sentiment that real fortunes are made. For example 200k shares available for £11K right now is a steal in my book.

However each to their own, but fortune favours the brave.

i like to hear opinions especially when they declare purchases or sells backing up those viewpoints, shows proper "skin in the game", when they don't have skin in the game, or potential for "billy bull****", as demonstrated admirably by our now absent leader.

Hi Net,

You are not alone, I'm still acquiring . Price is very low however there is always lower.

Can really buy serious amounts for the price of a second hand car right now.

Hi Net,

Can see your point, however you are assuming that Joe Bloggs looks at his shares every day like we do, however a vast majority having bought stock as a longer term investment might only take an overview peep once every week or so. So if we were that Joe Bloggs tuning in for the first time in a week this morning and looking at the weekly trend what might our reaction be?? They see the weekly trend, then read the RNS behind it which even putting it mildly "doesnt inspire confidence", then withdraw what little they have left. I believe that's we are seeing , most don't think about being oversold or value remaining in patents, they just see carnage.

A lot of investors are not rational or savvy.

Very good points Clio, TR1 by post, clever way of doing it if you were continuing to acquire, but wanted to keep things legal but wanted to delay the announcement. He knows full well most companies do it by e-mail within the hr, but to do so would cost him money. In the case right here today a lot of money.

MD and partner took a very unusually large stake. They were clearly working to an agenda, which I think is in cahoots with others within the company.. Many on here think we will see perhaps a reduction TR1 from them. I actually believe the opposite, that they are also mopping up the cheap stock on the QT.

I also think we wont see a TR1 for a while as they will with hold it as the know the effect it will have on the market. They did it before, they will do it again.

We really require the now acting CEO to go "on the record", and do a broadcast to confirm what we believe is the case. Hes certainly paid enough and should know all the facts right now. Hasnt got to mention anything about SA, just give us the facts on royalties as he has them.

Yes just got to let the dust settle now and anyone who bought anything in single figs will be rewarded. Still some questions to fully answer but the main product is sound and patent protected.

NP Toyin, you deserve a lot more praise than that, as I followed all your comments against SA, and you also knew that things were not adding up and not right over the payments and NDA , so a decent hat tip to you. I was fully out before then so didn't participate but could clearly see that you were right.

I still believe MD has a plan of whats going to happen and he clearly sees real value here.

Certainly is a golden opportunity this morning to obtain a decent stake for low cost so I've just snaffled a second load this morning myself.