The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Worth noting their selling behaviour as a mechanism to drive the SP down to a point .00522 was considered a good option!!!
I will certainly be following them in future
Dav 23m still 1x Revs
1p would be more palatable after TF .0070 maybe??
While I truly hope there is a better offer which is closer to fair value I am not convinced any such offer will materialise
Lyn Rees has proven to be completely devoid of honesty and integrity and Andrew Lesser was brought in to observe, digest and conduct an independent autopsy on YGEN prior to expiry
The buying levels seem to have slowed down and not sure if thats due to NCYT backers reaching what they need or the opposers reaching what they need?
What I will suggest is a someone mentioned there has been a reference to NIPT later in the year and no doubt that has all been strategically held back to reduce the "Fight to keep the lights on" rear-guard action
Hope Andy Lessers independent status means his findings are available to any counter offer business and that his independence can identify true value in his report as Il believe most would buy a second hand car off Arthur Daily before Lyn Rees not alone a former 100m MCap business!!!
🤢🤮🤕
Should the price rise as those in favour of the NCYT offer look to accumulate the 75%
If there is an alternate camp seeking to force down the offer them the 25%+ could see a price rise?
Has the makings of a challenge or counter offer?
Wonder what BGF average is now? Could just be preparing their exit?
Stas I thought they were YGEN/NCYT friendly buying to secure the vote and make a % on the purchase with a guaranteed .00522 sales at the end?
Jim Milne on linkedin strategy planning manager for for Bill Gates Fund
Be nice if he went by Jim not his real name Alexander 🤣
Why would Spreadex sell at a lower offer than the buy out price???
Transfer the shares to another interested party??
Oddo? Sorry not been keeping up as my inbox wont allow 🤢
Forgive my ignorance.
Are NCYT buying to accumulate at a discounted rate
Prior to effective date on transfer at 0.00522 or:
Are others buying cheap money and will make 7-10% margin to hold until transfer of YGEN to NCYT?
Or ??????? Punters in the know expect a better offer??
Did I read only those with 1% or more have a vote?
Mainly institutions bought the placing at .3 so it's all sewn up i recon
No doubt Novacyt are saying all the right things until they officially own Yourgene. First to go will be LR and all those who take a large salary and offer diddly squat!
Novacyt attaches great importance to the skills and experience of Yourgene's management and employees and recognises that the employees and management of Yourgene will be key to the success of the Enlarged Group. Tongue in cheek: Novacyt is looking forward to working with Yourgene's management and employees to support the future development of Yourgene within the Enlarged Group and to ensure that the business continues to thrive
NIPT: all trades being bought up at -10% premium so money to be made for just holding?
What does time frame will shares transition if all agreed which looks to me the deal was done long ago!!
What was BGF average then?
Maybe there will be another offer?
Opt. BGF are well connected and would have been sited on this from Leeser. So if there was a another bidder they might have have had vision all along and been waiting patiently???
Well given the cash situation a counter offer will need to come quick or that's it stolen by LR and given to NCYT
Hes no Robin Hood more of a Robin Bathplug!!!
AMBRY!!!! Come on it's peanuts even at 1p.
Lets hope this it's part of the play from AL??
BGF average is 2p+ I think I read???