RE: Vulpes Assessment is Very Important12 Apr 2023 17:22
Anybody that watched the 'Diggle short,' link I posted from YouTube recently will know that Stephen Diggle has in the past at least considered himself to be contrarian. I take this to mean he does not follow the crowd and has his own opinion. We can deduce from the DD that Vulpes carried out before investing in Scancell, that they are not rash or prone to pure instinct. It's not about the adrenaline rush or some strange psychological pay off winning or losing. Vulpes are driven by fact, by tangible opportunity. We know that as much as possible they have a balanced portfolio, investing in Germany property as well as investing in British bio's.
If they are excited, then I am excited! But we already know they are excited, Martin said so at the AGM. I too find it intriguing that they have chosen to do this now. I do wonder with all of the experience they have and all the people they have gotten to know along the way, Who is this really aimed at?
DYOR