Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
the way i see it Asos will languish until a post x-mas update. Bricks and mortars are struggling and will throw everything to keep afloat. We will have the usual onslaught of retail warnings on the high street in Jan. In the midst of this Asos will be under promotional pressure. Things will get better but not sure we will get the xmas present we are hoping for here.
happy to be called wrong of course.
I've no sense to the way the MM's put trades through. Its as clear as mud. Buys i have put through for £5k in the past show as sells.
I understand the treeshakes to get II to drop shares but it does get to a point where the people won't let go of the shares at current prices to fill large orders. The obvious thing is to let it shoot back up, let people buy back in, then rinse repeat.
John; i do hold.
I see 3 options on this
1. to sell the vaccine
2. Continue to phase 3 (either with a Big pharma or not)
3. Takeover
There is no certainty on the first option. What price is the vaccine worth? The company has a market cap of £40m. I know the market gets it wrong sometimes. But why would big pharma pay £80m or more for the vaccine when they could just take out HVIVO.
Irrespective of what happens the BOD have to seriously consider moving onto phase 3. The market cap of this share still perplexes me and I am still optimistic this will go £1+ in the next few months even if it is on just entering phase 3.
this share is driven by minimal volume. MM's were squeezing the PI's by the cahones in the tree shake and sub-50p was enough for lots of PI's to jump. I hope the bounce is quick from here.
I just hope it is feasible for Hvivo to move into a JV for phase 3 or whether it is just hype from the board and big pharma would wait until phase 3 results. If phase 2b result are so promising then i would have expected big pharma to be running the ruler over and just take out the company.
Thanks leas.
I've had a look at the Biondvax company presentation June 2018.
Page 13 mentions new strains that are protected for up to 5 years. Seek/Hvivo and other competitors are called out on page 16.
Potential j/v companies listed on page 18.
Biondvax are already heading into P3 and market cap of $42m.
I agree that there is positive news coming here, hopefully as soon as next week in terms of the underlying data. I'm trying to understand what is the differentiator between Hvivo and Biondvax
i think we are in from the links that matrix posted earlier Top Small Caps... https://uk.webfg.com/index/FTSE_Small_Cap/market-capitalization/desc Bottom FTSE 250 https://uk.webfg.com/index/FTSE_250/market-capitalization/asc
from looking in the past i think companies tend to have a gradual movement over a two month period when moved as part of a reshuffle. The big funds will be weighted towards the FTSE100. We might see some buying but not huge amounts. it will be interesting to see where ocado goes next quarter. As for PMO we are v. price sensitive to POO and i suspect entrance into FTSE250 will make that even more pronounced.
PMO is in from what i have checked https://uk.webfg.com/index/FTSE_All-Share/market-capitalization/asc Evening standard also has PMO as in