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Itisagame..Liberum is an intermediary, so they fulfilled a sell from a trader buy buying it. So that 17p is a sell.

Great news indeed. Looks like buyers are piling back in again, not surprised though.

Most of the transactions showing as sells are actually buys..just added a few at 78.9 today.

Malachi,
The quantity of shares being sold on most days isn’t huge imv, it wld take months at this rate for someone to accumulate 1%. This suggests that big boys are holding tight for gold. It’s mostly private investors who sell quickly when they see the share price falling daily. Sometimes I have a feeling there cld be some shorters behind the scenes keeping the price down.

However, suppose Drayson et al manage to buy a huge amount of shares for a song. Take an unrealistic scenario where they manage to accumulate 90% of the shares…that would actually be good for the remaining 10% since they will only need 10% premium to buyout the co.

It’s really difficult to know what the outcome is gonna look like, but in most cases the best winners are those who bought low. That’s why I think it’s a great idea to top up instead of sell as the share price drops especially now when we know a buyout is on the cards. I don’t think the co will come out with any positive RNS to combat share price fall before the buyout is sealed. AIMO of course.

The buyout offer will go to a vote, so unless the big boys are part of the new private outfit, I don’t think they will vote for a low offer.

I wouldn’t be too concerned about the falling share price at the moment. We know a buyout is on the cards and the buyout price will be based on the company valuation that is underway. However, a low share price might be good for publicity of the company as the premium at buyout wld appear huge..so I’m not sure if someone is selling a few shares now and again to drop the share price deliberately. The last price targets I know of are of 310p & 349p from Liberum & P.Hunt respectively. I’m not expecting the buyout price to be around 300p but surely it wouldn’t be too far away from this. I’m hoping it will be 175+.

Regarding ownership structure, I don’t think private investors own much of this company. Drayson et al increased their holding to 24.63 recently. Funny enough, HSBC reduced their holding to below 1% recently as well. When I did the maths for the declared holdings by institutional investors holding 1% plus, I got 80.25% including NHS trusts. Now if we consider institutional investors holding less than 1%, I don’t think we will be left with much held by private players. And with a firebrand activist investor like Gatemore, I do believe we will get a decent deal. The RNS said they will be considering other options, in my view, it’s either a buyout then relisting in the USA or a secondary listing in the USA.

I have been in Sensyne since 2019 and I hv bought and sold a few times but I do have a huge holding here. I have also been topping up recently, the last being last week as I believe a premium is inevitable if the buyout goes ahead. If if fails to go ahead I think a secondary listing in the States will happen. Either of the options have potential for a good return, and I see the chances of the company going under to be very slim considering that it’s debt free.

It’s all being done behind closed doors..they have already appointed J.P Morgan & P Hunt to manage the process. Of course there’s a possibility it might not happen, but my reading of the RNS was that all offers will be confidential so we won’t be getting updates as to who has offered what during the process.

Good observation TT, cannot understand how they cld sell at such a price though. Let’s hope the other chunky blue ‘buys’ are true buys.

@Troytempest..my theory behind 175 is coz that was the IPO price. Imagine the big boys who bought in at that price, obviously having confidence that the business wld do well long term. Surely they wldnt accept to be bought out at anything less than that, and I’m sure they hv the muscles to argue for a good deal. That’s just my thoughts, I added a chunk on the way down weeks ago. Unfortunately my timing wasn’t perfect, added at 113…I will wait patiently until the final whistle, hope I’l win big :-))))))

Shares are being snapped quietly here…one late reported chunk buy worth £620k went through today. Great times ahead definitely, minimum buy out price of 175p in my view. GLA LTH

I’m very confident too, this is a definite long term winner in my view. This buyer could be someone from The Times as I have a feeling they produced that article as a gamble to see if they could snatch up some cheap shares :-)))))))))), if my hunch is correct, the gamble paid off big time.

Them two thoughts also crossed my mind TT, mayb there’s a few shorters under the radar, doing it just below the 0.5% mark. And yes, I agree with you on the point of takeover being a bit tricky due to the nature of the data we’re dealing with here.

You’re right there Troy, they do offer buys at a price lower than mid point price. This may give the wrong impression to potential investors and may encourage some holders to sell thinking everyone is selling. I tried a dummy buy in the afternoon and was offered a price a tad above the bid price.

Great news, the journey to profit making is slow but we can see progress. The current sp price is a real bargain imv, let’s wait and see.

This is a fantastic development, it opens opportunities to big pharmaceutical companies..and that’s where big money is -))))).

Have a listen to what Derek said when asked about this partnership.
https://youtu.be/50piWsqilRs

Definitely a good development, this is what we have been waiting for. We shld see the sp start recovering soon provided we get good updates from the co. I’m waiting patiently for the rerate, and keep on topping up now and again especially at these low prices.

The Times is always critical of Sensyne. They wld always try to latch onto anything which can scare off investors. And in all the articles they have written on Sensyne(that I hv read), they always make sure to mention that the Co was founded by a Labour ex-minister. Although it’s a true fact, I do hv a feeling that they are trying to politicise this whole thing.

The comments were probably made during the webinar, but without listening to what exactly was said and the context in which it was said, it’s tricky to work out exactly what it means.

In my view, Sensyne is on path to success. Cash burn is obviously high currently due to R&D but it’s a passing phase, revenue increased massively from the previous yr and the possibility of a dual listing on Nasdaq all makes me hold tight for gold. ATB & GLA LTH

Looks like oil is down, 3.5% drop a bit ott though imv..could be a buying opportunity for those with float.

The trend looks positive and solid. Seems like the lower support level has creeped up to 0.23 compared to the previous 0.22. Surely it’s a matter of time before a proper rerate is underway here..I’m waiting patiently for that.

Positive updates on summer camps and September uptake will definitely help.

The only way is north..all looking super-duper here. And it looks like PIs are taking notice of it, based on numerous small buys that almost always appear as sells. Aimo, Atb lth.

Nice tick up here, great to have a blue sea after a long time. We may break £2 mark soon, I wish I had a few bob to top up. GLA