Member Info for Catchingpigeons

Afternoon all , just to pick up on Sangis point regarding the cash position .. look I fully accept it’s a realistic stance by people to question the financial position of the company ,
but it’s also reasonable to look a bit deeper into the detail for the purposes of balance & looking back further on the last financial update …am I missing something here as …the chairman says this

“We continue to advance our ground-breaking collaboration with MSD in the field of vaccines. This collaboration, which is associated with potential milestone payments totaling over $1 billion across up to three undisclosed indications, utilizes MicroRx® to discover and develop Live Biotherapeutics for vaccines.

In 2021 we continued to make good progress in this collaboration.

Point being, we may be pretty close to one of these given we are into our 4th year of collaboration with MSD , they’re still here & tbf we’ve recently published some pretty half decent results and big money is very likely if that happens .

In the Financial outlook statement it then says this
“As of 31 December 2021, our cash and cash equivalents were £15.5 million.

After the year end, but before the signing of these financial statements, the Group received research and development tax credits of £3.2 million on its UK entities. “

So I’m reading that as we had £18.7 million and not £15.5 million at the time the update was published

He then says this .

“Excluding possible income from warrants, we believe that this additional cash …
the Spanish loan facility, (1million i believe )
along with existing cash and cash equivalents

…but before restrictive covenants on the Oxford loan ….

are sufficient to fund our projected operating requirements until the fourth quarter of 2022. “

(Which are the current guidelines and remain unchanged)

(So the Board feel they do have sufficient cash even with the restrictive covenant is my understanding of that .)

The Directors are continuing to explore sources of finance that are available to the Group and have a reasonable expectation that they will be able to secure sufficient cash inflows into the Group to continue its activities for not less than twelve months from the date of approval of these accounts.

The usual caveats are then applied , so yes a placing is a distinct possibility …but so are a raft of other things that could happen .

Fwiw I think the latter is far more likely myself & it is maybe wishful thinking, but after the recent updates I just can’t believe that someone like Merck is not going to step in at some point very soon and if so we won’t be at 33p
Not an advisor , defo no expert , so make ur own calls but any thoughts welcome GLA

Top post fella , well said that man !

Look I realise most people invested here will know this so I’m not trying to tell folk how to suck eggs ,but a golden rule in this game invariably is that u should never sell ur shares when it’s NT to buy on the ask …as the chances are the MM s are probably looking to fill an order , and once they have ur shares , the price will more often than not ,move up , meaning u get the bullseye classic quote of “look at what u could have won “
It’s been a long time coming this rise but in fairness I was of the view that the last few rns’ have been pretty bullish on the prospects for nuvec with the therapeutic angle , and like Leister said just recently we can’t be far off an update & if it’s half decent ,we may just be ready to start the car again at these crazy levels , so fingers crossed .GLA
just checked now I can still sell any shares at 3.23 up from 3.22 and yet I can only buy a max 1500 at 3.299 b4 it goes NT . Just popped higher now there’s a surprise

A decent buy just gone thru at 3.31

Defo something afoot here atm as just like yesterday despite any small selling pressure the bid has been lifted just like it has now where a 60k sale has prompted the mms to increase the price upwards and change the spread from 2.9-3.20 to 3-3.30 which suggests to me they know something we don’t or someone is buying despite the volumes not being that significant as yet . Either way I’m not complaining GLA

Firstly I accept it’s a totally realistic stance by people to question the financial position of the company ..perfectly reasonable
but it’s also reasonable to look a bit deeper into the detail for the purposes of balance and further on in todays report …the chairman says this

“We continue to advance our ground-breaking collaboration with MSD in the field of vaccines. This collaboration, which is associated with potential milestone payments totaling over $1 billion across up to three undisclosed indications, utilizes MicroRx® to discover and develop Live Biotherapeutics for vaccines.

In 2021 we continued to make good progress in this collaboration.

Point being, we may be pretty close to one of these given we are into our 4th year of collaboration with MSD , they’re still here and we’ve just had some pretty stunning results and big money is very likely if that happens .
In the Financial outlook statement it then says this
“As of 31 December 2021, our cash and cash equivalents were £15.5 million.
After the year end, but before the signing of these financial statements, the Group received research and development tax credits of £3.2 million on its UK entities. “

(We didn’t know that )
“Excluding possible income from warrants, we believe that this additional cash …the Spanish loan facility, along with existing cash and cash equivalents but before restrictive covenants on the Oxford loan are sufficient to fund our projected operating requirements until the fourth quarter of 2022. “

(Which are the current guidelines and remain unchanged)

The Directors are continuing to explore sources of finance that are available to the Group and have a reasonable expectation that they will be able to secure sufficient cash inflows into the Group to continue its activities for not less than twelve months from the date of approval of these accounts.

The usual caveats are then applied , so yes a placing is a possibility …but so are a raft of other things that could happen .
I think the latter is far more likely myself & it is maybe wishful thinking, but after the recent updates I just can’t believe that someone like Merck is not going to step in at some point very soon .
Cos If they did , then this won’t be at 42p that I do know. GLA

Like all things with Hzm it’s taken us a while ,but fair play to them , this is a monumental achievement so just sit back if ur loaded up , get the cigar out and just wait .
At these levels this has to right up there as the best value play on aim imho. Anyway GLA .

This might be one of the first done today based on Katie’s tweet https://twitter.com/katie_proactive/status/1507277293017878529?s=21
Just a reminder that anybody shorting is only looking to shaft the personal investor , that’s you reading this right now .. don’t let them rid u of ur golden tickets unless u see it otherwise of course but just remember with a partner like Merckx worth close to 200 billion dollars and 8 billion in cash based on the last set of accounts that I could find , so anything could happen here after that last Rns involving a drug they are heavily involved with and 4d valued at just £100 million . !!!
Dyor as always but for me it’s a total no brainer as this was 180 don’t forget with us no where near where we are today at 52 p .

That Rns today is just reward for all those people actually who believed in the science as that’s as probably as good at it gets for reenforcing ur faith in what 4d pharma is really all about and it’s absolutely massive potential on a global scale GLA

Morning all , been invested here since prob 2017 I love Hzm btw & it’s a monster in the making for sure I’ve always said and believed that, but tbf Reggie imho is not going to be far off with his prediction as I’ve always believed that jezzer & the BOD had initially set their sights on 2023 as the optimum time for this project to finally cash in it’s chips, as he’s always thought that by then ,commodity prices would be at optimum level , what with the EV revolution and change to a greener economy really taking shape by then . The massive hike in the price of nickel reenforces that view and I have no problem with that having been here so long anyway . The rainy season in para state is primarily Nov/Dec to AprMay so being realistic as to how much can be done this year b4 year end , it’s a pretty fair bet b4 it is actually producing that it could be a little while off in truth . The reality is however that as we all know many things could happen progressively value wise with this investment as we move along the journey and that’s why I’ve always stuck it out as the most important aspect for me was Hzm securing that humongous finance package of over £600 million ffs . Just incredible .So it’s just sit back and wait as it will happen but I can tell u now I take any timescale promise that jezzer hands out with a huge block of salt as I can’t ever recollect him hitting one , but if ur here for the big one & can see it thru ur going does that matter as if u can u are going to be seriously well rewarded . Anyway enough from me GL to all invested here exciting times ahead .

There aren’t many other posters like sang on this Bb who actually provides the quality and quantity of research he does …an example of which , is that one today … hands up who else knew about that appointment ?
I know I didn’t ….and the same with his reasons to invest here summary which is not only relevant but useful for new and long term holders alike
I readily admit I will miss his input and his insight big time if he does opt not to post again as there’s no one else like him imho
The idea he’s a two Bob trader is a total fallacy too as no body of that ilk would know as much as he does and let’s be honest here , we’ve all been exasperated with the state of play with 4d at some point, especially whilst watching the drip drip decline in the shareprice over the past 12 months …& he’s no different i suspect ,so yes he probably had reduced his holding , as we all probably have at some point ,knowing full well the share price would fall .
At 25/26p if u believe in the science and /or u have the means of course , u would buy back in or just buy more just like he says he has, and who wouldn’t ?
As for his detractors what I don’t understand is , If I felt like a few others on here and I was genuinely upset or irked by his manner or anything else , I’d just filter him so I just can’t fathom why folk still have a problem as that’s what the filter option is for , so use it if it’s not what u want to read .
Anyway , I hope u reconsider ur decision Sang to post again as I’ve gained a lot from ur insight but if not , then thanks for sharing what u have , as it’s been much appreciated .
come on 4d let’s be having u and GL to all invested here

Irrespective of the truly awful geopolitical situation and human tragedy in ukraine this is the starker side of it as commodities are still in huge demand and look here the Chinese are quick to capitalise as ever
https://www.bloomberg.com/news/articles/2022-03-02/china-moves-to-secure-commodity-supplies-rocked-by-ukraine-war

The most incredulous thing I heard yesterday or read was the Chinese foreign minister refusing to accept the word “invasion” by the Russians into Ukraine . So that implies to me that if I was living in Taiwan I’d be even more worried and the other stark reality is that despite all these sanctions on Russia by the western world ,there will always be the Chinese quite prepared and more than ready to swallow up those said resources from Russia (irrespective of what they do ) or anywhere tbh that everyone else , for the time being at least , are left no choice but to think they can do without.
As for Eurasia, I still think this will deliver big time at some other by as the absolute undeniable truth is that somebody somewhere in the world will always want what they have got ,for absolute sure with what’s coming in these next few years / decades … but that’s just my take on it.
Anyway Fingers crossed for a better day today here & especially for all those suffering people In Ukraine. GLA

Given the situation we are all in here as shareholders I’d say that Rns is as good as we could all have wished for , as it’s straight from the horses mouth, it’s to the point and says what it needed to say .

How on earth after an all round terrible day for the people of Ukraine and democracy in general notwithstanding the massive falls here and on Global stock markets generally yet the Nasdaq closes up 3.5% the s &p 1.5% and the Dow reversing huge losses to end up 90points , how crazy is that ! So let’s hope there is a reversal here , pretty soon GLA

Morning all , just would reiterate comments about Bhargav much appreciated ur input fella and long may it continue
Just as an aside ,here is the tin chart and makes the jv on that one a pretty smart move as highlighted today with Afritin moving up sharply as the reality is dawning finally on the market that this will be a much sought after product fairly soon and there’s not too much of it in large supply . Exciting times here for sure . GLA https://markets.businessinsider.com/commodities/tin-price

Truth is we are all in this game to make money ,some of us by hoping the value of our shares go up but also accepting very much as part of the investment thesis ,that they will also go down at some point too, as they almost certainly will on Aim, more so when either sentiment , news , macro economics or geo political events are going Pete tong , just as they are right now in fact .
The consequences of which ,means it’s affected loads of different shares not just in pharma ,but right across the board.
On the other hand there are folk like u guys who come on here as the self appointed sheriffs of aim but only done so recently I might add … to tell everyone that 4d pharma is in fact, a total and utter bag of Barry white with no hope and Bob hope of making a recovery anytime soon .
As such we should all take ur advice and just sell up now ,whilst we are still able to , or face complete Armageddon .
My point being though is that’s not why ur here at all is it , ur not here out of the goodness of ur heart to save everyone else are u ?
No , the real reason ur here is that ur shorting this share to death as u probably are on Stx , Avct , Cine ,AML , Odx and countless others looking at ur posting history,
so it’s pretty clear what ur agenda is, crystal clear in fact .
You are here venting ur spleen not to protect others but with the sole intention of trying to frighten the crap out of the vulnerable ones into selling their shares ,knowing full well by doing so , ur actually lining ur own pockets as u hope it will drop the shareprice even lower thus playing exactly into ur hands .
My issue is not ur shorting specifically ,but ur blatant deramping solely for ur own personal gain and trying to do that at other peoples expense .
That bit of ur strategy is just plain wrong and I think ur bang out of order for doing it , but that’s just my take on it of course .

It’s a total no brainer …40p this reached and it was no where near in as healthy a position as we are now & whilst I can only surmise like anybody else but I just can’t see anything but good news stemming from the Columbia update… but that’s just my take on it of course .. think the 2 jv ‘s for what the initial outlays will prove to be more than decent bets given we are approaching a continuing commodities boom & possibly super cycle so fingers crossed & GLA

https://twitter.com/ecrminerals/status/1493868851162984448?s=21

The only description of what has happened here Im very sad to say is similar to an experience of witnessing first hand … an explosion on a sh-t farm.