Our live Investing Matters Podcast Special which took place at the Master Investor Show discussing 'How undervalued is the UK stock market?', has just been released. Listen here.
MR GL with COPL!! I am out of Clon but best of luck
to all that sail on its ship still. I have closed all AIM positions I have not got the patients any more. I have also closed all oil long positions. Focus now is on US and Asian markets.
RMM I think the RNS is good from a personal perspective. imho as it gives a clear time line no ambiguity. I am free running now on 2 m shares and made 100% on initial investment so am not complaining at all. If The data is good we will get grant and funding and I will buy more and will probably buy more on any dip between now and May, undecided. I guess they will not need VC funding now as if data is good we will get grant and I will buy more if not then I guess demand for large boats will be down. GL
I agree and proof will be in the pudding on Covid data, a side play that will lead to bigger things. Just need validation of the 1801 data and this will re-rate until then ...... I am guessing but maybe we hear some early news in March but wtfdik GLA
Hey Potnak I would agree with that and maybe potential VC would have the same thoughts. Once we get data from covid then that will allow investors to make a decision to invest. Until that point is still high risk. I was thinking that we were in TO discussions but I have changed my mind because of the Edison and LSX appearance and the way the way the presentations came across. Body language and verbal give the game away and to be honest it appears they do not have interest at the moment. I also think now in hindsight that when the brokers were phoning around last year about share limits they were after shares to borrow to forward sell not related to TO.
737 too much fog, although could come out of the blue.
For the time being it’s a hold for me, until we get covid data then depending on that may add more. GL
Imho I don’t think it’s just a one man band, you have the BOD and NED with a depth of experience. If I were a VC or big Pharma then I would want to see results first before I commit otherwise it’s a gamble but one could argue a calculated gamble given what is know about the molecules. In anycase the data from the Covid studies imho will be the main driver just a matter of time. BOD said six months but I thought it maybe be before but I am not an expert in this field. Maybe someone that is an expert will have a better ideas on the timescales ..... but I believe that will he the key driver of the next leg up, unless 737 emerges from the fog.
Shepster - imho i think it is probable that we will hook in an investor or their is one pencilled in already as it was odd that they attended the Edison at short notice. However, these deals will take some time to negotiate, draft and run through the lawyers.
The probability of investment / investments from these two events is high. Just look at the names that have synergy with Sar. The other key positive is the fact the we’re hand held into the Edison event, last min. GL
Hey Pauly I still have a holding here but I cut it back last year considering the situation. IMHO in Ghana the Gov need a programme manager that can get the situation back on track. I think it will be some time before we see ratification and even if we get ratification clon would need farm in. Question is who has the cash to risk in Ghana at the mo? Not saying this will not turn around but it could take some time. End of this year early next is my guess. Lets see.
Hey Rise et al - I have recently closed all my remaining crude oil long positions and expecting the situation to get worse before it gets better. There will be another glut of oil in the summer most likely and we may see another crash in oil sp then. I am expecting the situation to get better towards the end of this year now and possibly early next year. If the crude oil sp crashes again I will look to open long positions and buy oil companies again but in the interim I am out of all oil positions and companies. Bolivia is a side play for Clon and still is, and to be honest I am not a lithium investor and not up to speed with that sector yet. Plus what is clons interest in Bolivian lithium ? How much is it worth? I have not been able to work that out. Anyway all my opinion and should be taken as that. GL
This is where we are next week, check out the link for investor exposure, impressive.... even Lumphamner can’t / shouldn’t moan. Lol
https://www.lsxleaders.com/lsx-world-congress/biotech-investors?hsCtaTracking=55946c65-99b0-42c2-9649-26653ea14d19%7C45eab386-7cb4-4d60-bc79-88bfae7ca573
Mafuta The MM are already being watched ..... by us. There has been some stinking manoeuvres by the MM that has left a lingering stench. I have reported this into my network out of principle and would not be surprised if they get investigated. It’s not stacking up and the shares should be imho 8p now with all the good news but the MM have forward sold and in control of surprising the sp for their own benefit. It’s appalling. I notice a lack of their paid trolls around. Don’t they realise they can be traced, It’s not difficult but I leave that to the expects ie my teenage lads. Cheers
mm shares not reconciling up hence they are hiding some, why? Most likely for their own gains that’s for sure. I am Just waiting for the day if reckoning ; ) and poets justice will prevail. We have more good news on Monday GLA