Member Info for chillpill1

You can still maintain an economic interest via equity or royalty steam whilst offsetting the development costs.

I think for now they are happy for the big buyer to sit in the background and keep accumulating. They have v deep pockets.

The report was excellent with a clear pathway forward. Cc revised their cash position so that by the end of next year they will be $12m better off than anticipated.

People probably think there is limited downside in the shares with a big buyer sitting in the background.

Yes. Looks to be an investment fund of the Zucker family who own InterTech which is a $3bn turnover company with 15,000 employees.

Ranked #211 by Forbes amongst America’s Top Private Companies.

I suspect they are ongoing buyers.

Ajay-SQM have a large manufacturing facility near Atlanta so the tariffs will only be on the raw iodine not the finished products.

It actually reduced volumes going through Iofina Chemical that has been the biggest issue.

These volumes are expected to recover this year and next.

Tariffs should be a net benefit to them after the initial turbulence.

Really good to see strong momentum in final quarter.

A return to the FTSE 250 is very likely this year.

The top 4 shareholders now own 40%. A new shareholder from Switzerland recently picked up 6m shares.

The big disappointment has been Iofina Chemical over the past 3 years but volumes appear to be rising which will help push up margins.

I hear what you say but one of the biggest issues is why have volumes going though the Chemicals division dropped the last few years. BoD need to keep the management teams feet close to the fire.

Anyway in the meantime there is a ongoing buyer soaking up occasional retail sales.

Lance is capable and excellent but probably needs to spent a bit more time driving the business. It needs better executive management to execute. They should be getting much better ROIC and have not had enough volume going through Iofina Chemical to increase margins and profitability. The FD is remote- does it need a more hands on FD?

I believe over 60% of SCLP’s shareholders are from overseas. I think only one UK Family office from the UK took part in the last financing.

On good back of good data I would like to see a move to the US market although they need to focus on the day job.

If it flushes out a few traders then that’s a good thing my book.

He just got re-elected at the recent AGM so you missed your chance.

They made it very clear any SCIB results aren’t expected to until Q4!

That is probably in the hands of the regulators-not necessarily SCLP.

Need to get positive date 30 patients so by my maths need to get through 36+ patients for 8/13 week scans to hit the end point.

Of course we might well get some interim data on iSCIB1+ which could take us all by surprise.

As we know never try and second judge newsflow from SCLP.

20% increase.

Stellar results….again.

Think you mean Scancell “traders” rather than Scancell “investors”. Investors don’t worry much about intraday movements.

As the saying goes. Watching a kettle doesn’t make it boil.

Any early release would mainly be to raise the interest and alert potential licensing partners and to commence negotiations sooner.

Nothing really to do with share price.

A lot depends on how quickly SCLP can demonstrate the breadth of their technology platforms.

Anyway this is a 2025/6 issue.

For now it is about gathering data.