Member Info for BOJO2020

Correction!!!

Sorry it is + 0.02325. So roughly about 220%??

ATB

I wont publish anyone's performance apart from your pick 1509 :-). Conditions have not been particularly favourable for any stock and that makes remotes performance all the more outstanding.

1509 – Remote Monitored Res (RMS) - 0.00875 + 0.0320p

I couldn't tell you the % raise but I am guessing around 350%. Not too shabby and may this run continue and your pockets become ever fuller!!!

ATB.

LL,

After two days of badgering Fidelity Investments I received a link to vote today! I had to register to vote (for all shares not just SCLP), with a separate company called Broadbridge. Apparently Fidelity are one of the few platforms which have no 'telephone voting arrangement' with Broadbridge, hence the need to vote by email. It wasn't easy and just to point out that there are two separate proxy's. One for normal day to day house keeping and another for the Redmile and open offer issues. People should make sure to read and vote on all points! Each has a different deadline.

Also voted on Interactive by phone which was a doddle.

I voted 'For' all resolutions.

ATB.

Re EVG,

Yes you are right of course, they look as ropey as hell but the only de risked Biotech or Pharmas are NCYT and DNL that immediately spring to mind. Thing is if you want cash positive and approved diagnostics, therapies and vaccines then you have to pay a premium...

Most Biotech's that have leapt from pennies to pounds this year were once like Evgen IMO.

I think it is worth bearing in mind the rise of NCYT. Also understanding the catalysts for the increased SP. Basically £70 million in May 2020 (UK Gov). £230 million in September 2020 (UK GOV) and the possibility of another order in excess of £230 million. I presume you all know that NCYT has gone from 6p to £12.00 in one year. So the question is, what will be the driving factor for an increase in SP for SNG?

In the first instance the biggest gain was due to the amazing phase 2 trial. Clearly phase 3 or emergency use, peer reviews, FDA or and CE approval will all add value. What I am saying is don't just think of a figure like £4 or £20.00. Try and figure how much value will be added along the way...

Oh and I have not even considered monetisation. With any or all of the above this will continue to add value, especially when the contracts start being signed and the money rolls in.

Knowlesi,

The big boys are getting to know one another. Just weighing each other up for now before they decide they have a common language and ultimately a common objective. Vulpes want to ensure they are not overlooked and to do this they need to show strength to Redmile and the board. In my view the resolution will be passed and Vulpes will have made their point. No harm done apart from a few days delayed. This is a storm in a tea cup.

Most positively, ALL shareholders will have had their say by the time the GM comes around...

Looks like it was indeed a tie between Orphan and SNG with 5%

Congrats to SS17 and Woodie for backing those shares!

Lots of sticky hands here Hasiba!

Yes LL,

I believe that shares here are in demand no matter which way we slice it. I will be holding tight. :-)

ATB.

As I stated before, Cahal Friel of Open Orphan has stated in a webinar that Matt Hanc ock is guiding people towards Human Challenge Study Trials. Even though the virus is surging, suitable participants for clinical trails are in demand.

It is therefore great to hear that SNG phase 3 is being given priority status. I am sure I don't need to point out the foresight of RM to have the trials conducted in 20 countries, thus giving the best possible chance of credible data.

Momentum being gained at last??

I think it depends on what the RM end game is. If they want this, or as I believe, their client want this. Then they will have to try another way.

Just to put this out there, my shares are available at £8 each lol.

Certainly not 15p or a reduced 7p.

Orphan and SNG might be top dogs today. Anglo Asian tucked in just behind them. Do we see green shoots!!

I think BionTech want us. Redmile are the matchmakers and Vulpes want a cracking deal out of it for themselves (they still have a decent stake). Sure we may take a hit on the share price short term if we don't get the deal passed this time around, but I am not letting a single share go. Not thinking of trading to de-risk as anything could happen yet. This is just the beginning of a dance that may take a long while...

RMS win again! (75%)

Good recovery from Open Orphan too. (25%)

ATB.

Re Resolution:

Spoke to Interactive and asked to vote in favour. They advised me that 4 working days notice is normal. They therefore cannot guarantee the vote will make it or be counted!

Spoke to Fidelity who advised me to set up email notifications which may take 24 hours and then I can vote! They are confident that the company they use called 'Broadbridge' will deal with my vote rapidly...

Lesson learned, signed up with both now for email voting and I will make sure I always vote straight away.

ATB.

1509,

Great company ODX, that will little doubt make a very quick recovery from its current level (74p). I would be interested at 55p lol.

If you were Richard Marsden or one of the board, you have been working all day and you sit down with a cup of hard earned tea. You unwind and think, 'I know, I will have a look at what our loyal and wonderful private investors are talking about on LSE.'

Yikes! What a nasty surprise...

I think you guys are having a bad day. All the arguing, goading and one-upmanship. Why not switch off your device and come back tomorrow with some constructive comments.

ATB.

Not the best day on the markets and it looks like Alba Mineral Resources had the best of it with a very weedy 2.5% rise.

Lets all hope for better tomorrow...

There is a wooden spoon available for the biggest daily loss!

If you want it rebarm, I can change you from VDTK to Rolls Royce haha!!

I applied for an extra 4k shares and quite happy to have them parked here for a year or two. So that will be nearly 20K total. Now just sit and wait for a year or so.

ATB