Member Info for Camkite

You get 3 months (from memory) to appoint a nomad. Arrow won’t have any issues, it’s not run by David leni gas.

Very Surprised Arrow hasn’t got more attention. Spreadex should be done selling soon too.

Yes looks v.good hey. Not many minnows on aim successfully creating a value enhancing business.

Some today. IMO This is going to be one of those plays that just keeps moving, no noise, no BS just improving what they have & no pi drama.

Lovely.

Sarcasm is obviously lost on you.

Like a cracking little company.

How many subway t shirts these guys have sold. I’m sure they’ve been flying out of the door.

MrBB I agree with your point, there are hopes that can be delivered without any more dilution. One positive about entering USA market is they throw money around like confetti, some people argue confetti holds more value. Lol.

Have a goodun guys.

Undoubtedly this strategy they are taking will cost a small fortune to crack the USA market. But imo will reap greater rewards on the long term.

One hopes for a buyout sooner than the cash burn would allow.

One point of note.

No company does a presentation before news or when news is close, in my experience it is a bit of a gap fill between news and something to keep the interest afloat. Just the trader in me’s perspective.

Big gains to be had here over time tho imo.

Cracking post shandy.

The Sanctions do not prevent the Company from executing on its strategy as announced. Getting blown up by a Russian bomber may however cause some disruption.

Fixed it for them.

ISA for that quote. Can very often open / close spreadbets when people can't buy / sell (unless its in a auction) hence part of the preference for using them.

Have a good one i'm off out.

Can get a quote for £20k on ig @ 22.39p anything over that and it jumps to 29p.

Maybe some big orders being worked in the background... I haven't checked since last year but what is the free float like ?

To see her ticking up when there is so much blood on the M F...

Jolly how's that 16p looking..? Nearly there mate ;)

Maybe. When they went it alone, just maybe they knew what they were doing ?

Anyone here know what’s it’s like to sell a sort after drug to an American company under an American licensing agreement?

Me neither.

Also bare in mind that considering the US licencing partner fell through a long while back and STX decided to go it alone (of which there was much negativity at the time)... Developments like this:

"Following the US launch of Accrufer® in July 2021, one of the Company's key focus points was to establish payer coverage. Shield has made substantial progress, successfully securing payer coverage with several large pharmacy benefit managers (PBMs), including Express Scripts and Optum, providing the Company with access to approximately 40 million commercial patients. These contracts result in Accrufer® being placed on formulary1 and are effective immediately."

Is very positive. It may take longer to market without the licencing agreement yet clearly they are starting to make headway & the payoff could be greater.

Worth a read for a recap (all to come): https://www.edisongroup.com/publication/feraccru-out-licensed-in-china/25930/

More about choice of entry Jolly... 40% fall when it has been dropping from over 100% higher, is a speculative play and could see a 400% uplift is not a great risk reward was my point, clearly the market was way ahead of you as it's been pricing it in for a while.

From where I am sat this IS a cracking opportunity at this price and the first position i've taken since April last year (largely because I am to busy & just haven't been bothered).

"IF" it falls to 16p as you suggest ? (I doubt it, but ofc could be wrong), then short term, having bought at 19p you're looking at a paper 15% loss with potential for 10 times that to the upside. the Sell volume is dropping off and the share is trading marginally above all time lows. I don't see any reason as to why the market would value this lower now than 2019 given it is in a far stronger position, was £1.90 back then, (all be it with less shares but still a very chunky Mcap).

It's also a relatively stress free share to hold for a few months / year (depending on how it plays) very unlikely to get any nasty surprises this side of H2 (keep an eye on the updates and talk on patient uptake et al) & could very easily see some sizey positivity. The accounts are not all that but that's the same for any company that hasn't quite broken into market yet.

The next 12/24 months will be a telling sign... It will either be looking like a highly likely takeover target or a flop... I highly doubt it is going to flop.

GL anyways.

Nice to see you topz.

Indeed. Based entirely off of the books. None of us are here based on historic revenues.

December 21.

"including Express Scripts and Optum, providing the Company with access to approximately 40 million commercial patients. These contracts result in Accrufer® being placed on formulary1 and are effective immediately."

Seems somewhat short-sighted for the sakes of a few pence Sell.

Each to their own I guess.