Member Info for cf456

Worth remembering the upside potential here and what a flurry of deals could do to the share price....

"I suppose one has to be careful not to start getting hyperbolic, because what we have is a platform technology which means we are not a single asset drug company. There isn't one drug that we are developing. We have the ability to produce a very large pipeline of different Affimers because we have a platform to generate them from."

"So the potential value is genuinely enormous."

https://www.youtube.com/watch?v=MlwtMlCts5Q - from 7:54

Yet further validation of the Affimer drug platform which can only help attract potential new partners.

May help tip the scales in favour of the "close to 50 companies that have or are undertaking evaluation" (according to finnCap).

InfraStrata Plc CEO John Wood presents at the Oil Capital Conference

http://goo.gl/KoR4kC

And another one from yesterday:

http://goo.gl/wGdxCJ

Big upside from the current price to the Whitman Howard 1460p target.

"We initiate coverage with a BUY recommendation and a TP of 1460p, representing significant potential upside of 156% from the current share price, a gap we believe will close quickly once investors realise RockRose is trading at a sharp discount to fundamental value."

htps://twitter.com/aim_gravy/status/1065732453137113088

The CEO interview of a few days ago worth watching to get an idea of the potential in the year ahead.

"A really positive outlook for 2019"

https://www.youtube.com/watch?v=1QPyhGsJNFc

Individual trades are only a blip in the bigger picture. There are always buyers and sellers in any market but look beyond the noise and the long game is where the big profits are to be made.

The move here since the LG Chem deal is just a taster of the much larger move that will unfold as time passes imo.

The recent AGM Business update statement gave some hints as to the likely newsflow in the coming months. There are multiple catalysts ahead, each with the potential to drive the share price very much higher.

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"I look forward to updating the market on progress during 2019 which I expect to be a year of very significant progress for the Company."

"As we expand those data-sets across our in-house programmes I am very confident that we will see additional significant licensing deals that transform the Company."

Tufts collaboration - "This is an exciting prospect that has got numerous large pharmaceutical partners interested in the Affimer TMACTM programme."

"The licensing deal with New England Biolabs is a perfect example of the type of deals we have in the pipeline of Affimer reagent evaluations and I expect that we will see more of these deals emerge in 2019 with both large and small partners across multiple markets."

https://investegate.co.uk/avacta-group-plc--avct-/rns/agm-business-update-and-notice-of-results/201901210700045586N/

"Shield Therapeutics CEO delighted with further positive results from pivotal Feraccru study"

http://goo.gl/z3DrRp

RNS just out:

"Such positive long-term treatment data for Feraccru(R) in complex patients with chronic diseases like CKD provides a very promising signal for the future commercial success of Feraccru(R)."

https://www.investegate.co.uk/shield-therapeutics--stx-/rns/positive-results-of-aegis-ckd-study/201901290700073356O/

More to come in due course by the sounds of it.

Hardman reckons the share have "substantial valuation potential".

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"Our next note will provide further scientific background, full financial analysis, and a better understanding of STX’s
substantial valuation potential."

Yes, nice coverage.

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"There are multiple potential inflection points ahead"

"STX has very limited risk because of the simplicity and low clinical risk of Feraccru, in addition to the fact that it has received regulatory approval in Europe and a decision date for US FDA approval"

"Given the potential news flow, a market capitalisation of just £49m makes STX a very interesting investment proposition."

"successfully negotiated global alliances with major pharmaceutical companies"

"Friday .............. it’s been a busy start to the year already. Looking forward to next week, tender clarifications, offtake meetings, visit to site in Islandmagee for meetings, Oil Capital Conference, AGM and finishing off with our board meeting. #INFA"

https://twitter.com/JohnWoo64494325/status/1088860084124438528

Proactive Investors presentation from yesterday evening:

https://www.shieldtherapeutics.com/wp-content/uploads/2019/01/STX-investor-presentation-January-2019.pdf

Another positive here is significant CEO skin in the game. His latest purchase was for £30k worth in Sep 2018. That took him to 10,163,496 shares.

https://investegate.co.uk/shield-therapeutics--stx-/rns/director-pdmr-shareholding/201809241306357256B/

At the current 41p bid, that means he's got £4.1 million invested here.

So he is very heavily incentivised indeed to drive the share price higher. Great to have management fortunes so closely aligned to those of shareholders.

Nice position size there. 60 million shares. £760k or so worth.

Certainly confident.

Liberum Capital has an 80p target on the shares. "With enough cash to fund the business into 2020 and two potentially major share price catalysts in the next six months, Liberum reiterated its 'buy' rating"

"Peel Hunt said its target price of 70p implies more than 100% upside “and includes nothing for the US market”, which Peel Hunt estimates could be worth an additional 85p per share on a partnered basis.

“If FDA approval is received this year, the US market offers further very strong near-term expansion potential for Feraccru,” the broker said."

http://goo.gl/yzH6YC

https://audioboom.com/posts/7153214-united-oil-gas-shield-therapeutics-and-chris-bailey

"There was a substantial upfront and some near-term milestones which we haven't yet made public at the request of LG, but we will do later in the year." - 1:16

"We said at the time that Tufts deal was transformational and I'm very confident that that is the case." - 3:38

"The momentum is genuinely there. It's going to be a really exciting year for Avacta." - 7:40

Always good to see management align their interests with shareholders.

And it's very much the case here with the Chairman clearly very confident indeed that the company is going places investing heavily last month at the equivalent of 9p.

https://investegate.co.uk/mkango-resources-ltd--mka-/rns/mkango-announces-director-dealing/201812050700044297J

"It also shows from our Chairmans perpsective great confidence in the company. So he's acquired warrants over about 3.3 million shares which would equate to around 3% of the company."

https://www.youtube.com/watch?v=QDA3KJJKEVA (from 4:29)