Member Info for Chelsea11

JB1 - you make some interesting connections and I always enjoy reading your well thought out posts. You could be right but there is currently no evidence of NextGen funding for SCOV, whilst there is very transparent evidence for other vaccines / companies. Surely if SCOV was in the mix, it would be amongst those on the list receiving the cash? Why would it not be?

What we absolutely do know, is that not a penny of the new bucket of cash will be going anywhere near Covidity.

Interesting article. Speculative of course but we have a ticket in the raffle……..

https://www.thisismoney.co.uk/money/comment/article-12904577/ALEX-BRUMMER-Big-pharma-bets-biotech-global-drugs-industry-booms.html?ico=mol_desktop_money-newtab&molReferrerUrl=https%3A%2F%2Fwww.dailymail.co.uk%2Fmoney%2Findex.html&_ga=2.186992808.1628934372.1703751373-1216378196.1703751373&_gl=1*111li14*_ga*MTIxNjM3ODE5Ni4xNzAzNzUxMzcz*_ga_XE0XLFFF16*MTcwMzc1MTM3My4xLjEuMTcwMzc1MTc5Ny4wLjAuMA..

Apols for my last post mis-type.

Condemning = considering.

You make a good point TF.

Perhaps it’s also worth condemning what each individual here would have done differently, if that news had come at a different time. Nothing in most cases I expect!

Dartron - given your positivity there, will you be revising your "next stop £1.03" prediction?

Thanks Burble - both informative & interesting.

Yes Violin. The exact point I am made in my earlier post.

Sorry should read “ that approval cannot come soon enough”

Thanks for your thoughts as always Burble.

As I understand it, iSCIB1 is also able to be used by a broader patient population and therefore also a catalyst for faster recruitment.

Data from that cohort is expected in H1 2024 according to past RNS and so given the limiting factors you describe, that approval cannot. I could be very wide of the mark an£ really hope I am but can’t help wondering if Scancell underestimated MHRA requirements due to the current trial progress and are now scrambling to supply what is needed. Each day that approval doesn’t arrive, is a day closer to the end of H1 2024.

Not intended to be a negative post as am very much pro-Scancell and the size of my investment backs that up but a concern all the same.

To save you the trouble Dartron, here’s what IC have to say about M&A activity:

“The three businesses acquired since the beginning of the financial year are trading in line with expectations and have increased the breadth of the group’s service offering while strengthening its existing regional presence. M&A aside, the group recorded a creditable 9 per cent organic revenue growth rate, achieved despite a quieter market for its advisory teams.

Management anticipates further growth in insolvency activity and a broadly consistent second half for financial advisory. Property advisory and transactional service volumes also provide cause for encouragement. The expanded “breadth” is also significant from an investment angle in that it acts as a bulwark against potential overexposure to any one business area.”

Clearly not a distraction in their view and in fact the exact opposite.

Try a Google search on a few of the key words from the link. Can’t be sure it will work but did for me.

In fact they are very much pro-acquisitions, if those here were to read it.

Bob on Dartron.

The positive and neutral IC article was actually published yesterday and I saw it without it being hidden behind a paywall. They don’t appear to believe acquisitions are a distraction either, or they would surely have mentioned it.

https://www.investorschronicle.co.uk/news/2023/12/11/begbies-traynor-finally-benefits-from-the-insolvency-lag/

Dartron - curious as to why you pasted in those broker views, given they are clearly at odds with the view you have set down above them?

Is it simply that you don’t believe them?

Not interested in pampering you FTSE. If you don’t realise by now that it’s mostly non-specific to BEG, or indeed any other individual company, regardless of their service provision, you’re in deep do-do and risking losing lots of your money. Perhaps that has already happened elsewhere but I do hope not.

Try switching on the TV, the radio, read a newspaper maybe. It’s all in there and has been for many months.

Never personal, always factual.

If you don’t understand why scores of companies have lost value across the last couple of years, I’d suggest investing probably isn’t for you. And if you remain invested in companies where you’re not underwater (as you have confirmed) but openly admit you don’t believe in their strategy (and therefore management), that’s no different to backing a horse that you believe has absolutely no chance of winning a race! Odd. Very odd.

Congratulations Begbies on another non-distracting acquisition!

FTSE - yet again another hilarious post and frankly, totally fabricated in an attempt to gloss over that you’ve been proven wrong and cannot bring yourself to admit that. Deja vu.

Up until the arrival of todays results, I have never once mentioned a re-rate, or predicted a rising SP. In fact if you look back to September (which you won’t), you will find that I agreed the SP was disappointing - but so were / are many AIM shares due to market conditions and so not at all unique to BEG. So to suggest that I have “heralded a re-rate in the share price” is clearly utter nonsense.

As for “turning something you say into something else”, we already had that conversation, where I pointed out I have only ever quoted directly from your posts ie. more nonsense.

Maybe you too will now need to resort to reporting posts to cover up that you’ve got it wrong and cannot admit that. Embarrassing really.

…….or another standalone mab deal.

Little growth - errrr nope

Acquisitions are a distraction - errrr nope

“Our ambition is to maintain this growth track record with a medium-term revenue target of £200m”

Congratulations to BEG on delivering on their strategy. Roll on February and a re-rate of the SP in the coming months.