Member Info for chillpill1

It really depends what type of shareholders you want.

Over the last 9 months there has been a steady process of weeding out the legacy/stale shareholders and moving them into the hands of investors who are in the company for a 3-5 year time horizon.

There were a lot of people who invested in SCLP via Venture Capital Trusts or for Inheritance Tax reasons. As time progresses VCT funds are wound up as they get to the end of their lives. HYG who held close to 5m shares are an example of this.

What I think PLH has been trying to achieve is a very stable shareholder base in which to move forward. Obviously Redmile and Vulpes fall in that camp with 45%:

He did well at his old company and so will be on good terms with several European biotech funds so I suspect some of those have been quietly building positions over the last few months.

No need for big PR if you know you have good long term investors accumulating.

That’s my hunch on what is going on!

I imagine some will have access to the data room but I suspect the new data is relatively new to SCLP as well. I still believe any deal will not be concluded for a while yet. These type of deals typically take 6 months to complete.

Best of luck for your treatment.

I think you will find around 60% of Scancell shareholders are non-UK these days.

The 3rd Largest shareholder is an Australian Health Sciences Fund.

No one should be surprised. There has been an effort by the company to tidy up the share register over the last 9 months. Having been listed over a decade ago there were a number of legacy Venture Capital Trusts that were at the end of their investment period.

We saw the largest (Calculus) sell their 30m+ shares in late last year and early Jan. Seneca (HYG) have been flagged as likely sellers this quarter as their fund is being wound up and it is most likely that 4.5m is them getting out. It will have been a worked trade over the last few weeks and is only reported on completion.

Judging by the order book today there seems very little stick available to buy….now the larger seller is complete.

The shareholder base is getting “tighter” which is excellent news.

As and when a bid comes then Vulpes and Redmile, both with directors on the board will be the ones making a decision for all shareholders.

My hunch is likes of SC134 and Glymabs are likely “parked” until iScib1+ is out licensed.

Any licensing deal is (imo) going to be a high percentage of the current market cap so will give sufficient cash to take some of these exiting earlier stage products to a much higher potential value.

A 30m trade report yesterday followed by another 7m reported today.

I have a sneaky feeling the share register has been quietly “cleaned up” over the last few months and is now in a position where the share price will push forward to start to reflect the true value of the company.

I wouldn’t expect an rns on submission. Often it can go backwards and forward for fine tuning. Don’t automatically expect it to be come through this month…especially due to holiday period etc. They have to respond in month but can easily find a technicality to play for time.

Both SQM and Cosayach have capacity coming online in next 9 month however it is only expected to meet the increased demand.Both are recruiting personnel at the moment. The iodine market will probably be tight for years as it takes 5-8 years for new projects to come online as it requires water pipelines to be built from the coast up to the Atacama Desert.

Also worth noting Japanese iodine production from gas production is starting to tail off at an increasing rate over next couple of years.

Formeranalyst. Good to have you on here. I’m putting 2+2 together here and guessing you are the one who bought your shares as a result of Lindy realising her options. Anyway that is irrelevant.

I am interested in your thoughts on where SCLP go in the next 12 months on partnering licensing etc as well as your longer term expectations.

TIA.

Worth remembering on partnering deals they generally take 6-12 months from start to finish.I think they are several months in to the process. Cohort 4 data in December is a big milestone in negotiations as it has the potential to materially increase the value of any deal.

I think Q2 next year is the earliest for a partnership that will maximise the longer term value for shareholders.

Share price will start to move well before that as word spreads in the immunology community.

Very good chance it is the mega wealthy InterTech /Zucker Family from North Carolina mopping up shares.

In a couple of weeks with the interim results. Should be fairly decent.

OXB is very cheap compared with international peers such as Lonza. Maybe they take a more global approach to valuation than parochial UK analysts!

If AEP had been above 1300p on Friday they could ave joined the FTSE 250 index which would have triggered index fund buying.

I have a good feeling this will happen in 3 months time.

At this price it will walk into the FTSE250 Index. Regardless of that it is cheaper relative to its international peers like Lonza. Not difficult to get to a £10 PT

Crazy cheap imo. Even more so if production falls 20% in coming years.

https://www.reuters.com/business/environment/old-trees-ageing-farmers-worsen-outlook-top-palm-oil-exporters-2025-08-04/

I thought it was very professional.

News flow should be fairly good from here.

Should be a decent H2 but I think the real fireworks will come next year with more data which could lead to a bid imo.