Member Info for calisto

for those who think AMP is a one trick pony thanks TF

http://www.polarean-ir.com/archive/presentations/polarean-company-update-jan-2019.pdf?v=b

I think we are beginning to move u again now,. lets see where the line in the sand is

see any dinghies?

yet so price must be in large range. Early days tho

expect we will see more of this today. Amp has been a sleepy backwater for a long time but the penny has dropped so sadly the fun and games we have been seeing in MTFB will come here too today.

It's the blinkered view by our Government that's driving businesses away looking for a fairer level of taxation. Its one thing holding up the sign say "Britain is open for business" then screwing them on taxes. Business will always go where the tax charge is the lowest. What is probably more in Dyson's mind is the chance of an ultra left wing administration led by nutters like Mc Donnal and Corbyn somehow getting in. Brexit is just a minor hiccup compared to the catastrophy of that eventuality. If I had built up a successful business I would be tempted leave just the same face with the prospect of class warfare, politics of envy and punitive taxation to fund misguided acts of now widely discredited early 20th century ideology.

In the others segment of the pie chart do we have any idea how much more is held by institutions? I am sure we will get more on board at close to ground level especially as this is an "ethical" investment but be comforting to know what we have in secure hands vs the flippers as i am not sure where Sandgrove sit.

I heard you had been invited to his red white and blue birthday party

He hasn't got many days left to post the nonsense he is getting paid for. Wednesday its job done get a new identity and post on another stock

They have had appalling advice from brokers and advisors and I am not sure they are getting any better now with pH. The stock market has changed post 2008 with broking and corporate advice now provided by junior monkeys with little or no experience. Its been a boon for spread traders and DMA traders over the past decade with the major brokers neutered for all intends and purposes. A one page "note" now typically carries 10 pages of legal disclaimers. Broking as it was is dead

GW Pharma's market capitalisation iOS currently $4.7bn and has been Loss making from every year from $48m in 2015 to $290m in 2018 on declining revenues from $40m to $10m over the same period. Iclaprim if approved will be a key compound in the Global fight against AB resistance with rolling patent protection I dare say we will having rising revenues and rising earnings. Thats's got to be worth something

Of course I hope the shooters have the faith you have and don't capitulate on the way up as they cant be sure when the next announcement is coming. Respect you and your chums must have balls of steel.

In a way it's irrelevant as the company will have a compound to sell so the day traders will be replaced by institutional money

I am sure you are right. The point for me is that it is difficult to put a value on this company following a successful approval on Wednesday because imo there are so many future revenue opportunities in addition to the current application in front of the FDA. To put a NAV of £500m on the company as some have been suggesting is a casing point that too many shares are even at this stage still in sweaty hands.

It’s a point I have made previously the fear that the company is being lived up for a low ball offer, seemingly “generous” in terms of sp multiples but well well short of the value required to bring a new novel drug to this phase of development and no recognition of additional upside provided by a much wider future application including HAPB cystic fibrosis MRSA, MSSA and so on. We have very lucrative patents in place snd I am sure we will be able to file more for further application thus protecting the revenue stream for decades. It would be stupid of management to accept a finite offer and walk away from the upside denying shareholders the opportunity to participate in the long term growth and development of a ground breaking biotech company. Let’s get the approval first but then the BoD will need to keep cool heads. Hopefully more institutions will come on board to replace the short term punters holding the shares currently. This is a good drug with potentially an enormous future in a world rapidly running out of effective antibiotics. The kind of valuations put on this drug are well well short of what is achievable. There are plenty of narco companies out there valued in the billions for somewhat tenuous and limited applications. If you look at the length of time drugs like vancomycin have been around it’s easy to see that iclaprim and it’s future derivatives could still be around in 50 years time. Why would you sell st the first opportunity and turn your back on any future spin offs ?

Good stuff ! You had best short it then

No you are not. Amp has been squeezed over the last 12 months for its holding in MTFB. They were an easy target as it has taken longer to get assets up an running then originally envisaged. Most notably was the court case over patent infringement wrt Datatern. If and when Motif delivers then Amp will be able to return to court and get a settlement which it has been denied the company so far because they ran out of money to continue the case. Basically every £100m on MTFB's market cap will add to your total and the sp gearing is plain to see. Not long to wait now.

Should mtfb come through glen amp will have the resources to go after getting the just datatern legal settlement. This is about short term survival for amp get through the next week and it will be happy days buying the company the time and resource to get its other exiting investments to not a viable position: the 13 th will be truly pivotal for Charlie Morgan and his team I got one have my fingers crossed for him it’s his vision and resources that have hot mtfb yo this point. He has had to fight big time

indeed but that is only part of the story. As others have mentioned previously Iclaprim is a new generation of Anti Biotic and not a reincarnation of older variety.

you can get out of your AIM turd now lol