RE: Opinions13 Jul 2020 21:50
Well as Bermuda says, we agree to differ, but I seem to remember a few people saying something similar last week, but like I said I enjoyed a fair bit of that debate. I wasn"t going to replenish my trading pot but like the previous 5 trades this year I can just smell a trade whereas for years I was only interested in getting a core holding exceeding 200k which back in 2012 buying in at 41p I never thought was possible I find I look at things so differently trading just £1500 a time, and what came out from that debate was well we know the negatives, despite hearing constantly that we don"t consider them, believe me I am in no position to throw away £1500 so they are well considered, but we sometimes forget to consider what the positives are too.
We have no real idea what the next news will be, or when, but I just feel dependant on how we raise when that time comes we have enough items of good news to rise too and I do keep mentioning when Vulpes came in after hitting 3.5p when the world was caving in, there buys at 5p saw us rise to 9.4p. Unfortunately whether our fault or not the FDA were delaying approval, the coronavirus was unforeseen but we did string together 3 collaborations with Avidamab which seemed to be pretty handpicked in three different continents, the first of which reaches the 12 month period CH suggested as a timeline in just 7 weeks time, and that I think alone could dictate whatever plans the BOD have to raise, and by then we could be in a position to proceed with the combo trial, and when the other 2 mature that could well dictate when we can inject the first patient in the MOD1 trial, where so much of our faith lies. There are many other items of good news from TCRs, possibly SCIB2 as well as financing those 2 trials that unlike what dickpuller posted nothing is a certainty least of all just a 10% chance of a good RNS!!!!
Each to their own as we know, and each has their own stratagy, so it is not a case of whether we are ludicrously cheap but whether from this point we offer value and as you mention realistic, well I think 8p could be revisited on a modicumof good news, hence a decent trade. When I say I think the BB has been too negative is that there are a couple of items we could do without happening, but seriously does that take weeks of debate and months every year?? We can easily forget in such an envirement the positives that do exist, ones that might exist and new ones that we are unaware of up till now. But we don"t see signs of rushing out RNSs for the sake of it in an attempt to drive up the SP for an immenent raising do we?? And even thinking about COVIDITY well I don"t think we have heard the last of that, I do believe they will need different treatments for different folks and that is without considering second waves and mutations of the same virus.
So all is not doom and gloom which IMHO is easy to pick up on here, and for now until news only too happy to see us sit at 5.5/6. BOL all GN