Member Info for colbaltblue

Say you have £20k worth of shares in PXS and £20k in SiS, my reasoning is that PXS is likely to get to 5p (very roughly 5 x current SP) so you have £100k. I don't see SiS multiplying by 5 any time soon so you're better off in PXS IMHO. Very simplistic I know but a multiple of 5 is very likely for PXS IMHO.

Is the potential for a substantial gain of many hundreds of a percent stronger over on PXS at 1.15p or here on SiS at 64p? PXS is now simple. It's a low cost empty shell ready to receive increasing amounts of money from the sale of FF. SiS is likely to be a success story but the future has a degree of uncertainty about it at the moment. I see PXS at 5p far far sooner than SiS at £3 so, for that reason I'm out of SiS.

Spyke, you're not on your own and I'm pretty happy with the share performance at the moment but I simply don't understand the company, it's all become too complicated for me! I hold in the sure knowledge that the BOD are very capable indeed. Regards.

Ignore the final para it's my uncorrected typing which I usually delete at the end but forgot this time!

that this one didn't rise a bit last week but probably other distractions in the AIM market took the action away from MVW. As Lord Ashcroft put a tenner or two in the collecting buckets of the marginals, it's inevitable that the new Government will favour this Company when allocating contracts. A few months ago I had written off my investment in MVW but I am quietly confident that things are picking up. I also read somewhere that Lord Ashcroft never lets down the shareholders in his Companies. put contract the market as a whole j brough

Good post, summarises the current position.

Good on you. You're in a win,win situation at that price!

I need 3p as I bought in at the takeover rumour time.Very bad timing. I think 1p will be soon but I'll have to wait for a while to break-even.

Cazenove were acquired by JP Morgan so they have been gradually disposing of assets and investments. The market knows that Cazenove only have about 5mill shares left in MVW hence the improving SP. We've got a way to go yet but I rate this a hold and a very speculative buy for the brave. DYOR etc etc..

Cazenove have been bought out by J P Morgan and, as a result, have been unloading various shareholdings. My advice is to hold but DYOR etc.Remember the involvement of Lord Ashcroft in this company.

Judging by the comments made by some, it's a pity Alizyme have put all their resources into Cetilistat and Colal-Pred as these products act on physical systems only.Perhaps investment into anti-psychotic medication would have seen the SP more like £5 than 5p.

Any danger of a sensible comment on this forum? What tongues are you lot speaking in?

WolfFish, I think it is highly likely that the Japanese giant, Takeda, will make a buy out attempt well before the final phase 111 results in 2010.It seems pointless for Takeda to be paying for milestone payments and royalties when they could pick up Alizyme for, at the moment about £10m or £20m on a 100% premium! What could move in our favour as PI's, is news leakage about the successful progress of the trials which would raise the SP prior to any takeover bid. It doesn't seem like good business for Takeda to trumpet the benefits of Cetilistat and possibly start a bidding war for the rest of the world rights. At least there was a bit of activity today and I think the results will be announced very shortly although I'm not expecting any major news. That usually comes by way of an RNS release. I hope the tide is about to turn! TA analysis is quite bullish at the moment .

WolfFish, The drug you refer to is Orlistat which has major problems with patient compliance. Previous tests have shown that Alizyme's Cetilistat is much better tolerated and does not produce the unpredictable and explosive bowel movements associated with Orlistat. It should also be remembered that Cetilistat has been given IND status by the FDA as it has been found to have a beneficial effect on type 2 diabetes associated with obesity. This additional benefit is a major plus in its favour. There could also be some good news with the MAA for Colal-Pred and the involvement with Norgine shouldn't be underestimated. I'm as p***ed off as every other shareholder but I hold on in expectation. I just hope that we will hear something positive before much longer as we deserve a bit of good luck with this one. I think you might regret your sale and subsequent loss but we should all know by the end of this year.

I meant to say, it would NOT take a lot of money.

ParanoiaBlue Tim was talking his usual bullish bol***ks in that press release.SP has halved since then. He's holding on to his wages for as long as possible and will then throw in the towel in Feb/Mar? He has reduced Alizyme to a non-entity penny share and the products are obviously of no interest to a suitor otherwise a hostile bid would have materialised by now. It would take a lot of money. Alizyme is finished and we are all going to lose our money.

My final words were.......... 50p per share, if only!

Alizyme is funded through 2009 and the recent milestone payment of $3million from Takeda will help the cashflow. An extremely cynical person might observe that Alizyme is on "life support" only so as to keep the very generously remunerated Board in the style to which they have become accustomed so that they can extract every penny of shareholders funds before they throw in the towel next year. Of course, they are already suffering from the loss of their own investment in what is rapidly becoming a penny share.Probably no problem to them as they are no doubt wealthy people anyway. Alizyme is a fairly secretive outfit not given to much communication and there have been no director dealings for a long time which could have an upside in that the company may have been in price sensitive negotiations for some time. However, this is not supported by the pathetic share turnover of late with just 2500 shares being dealt today so trading is very poor and indicates to me that nothing much is going on. I have veered from optimism to pessimism over the last few years and I have a massive paper loss at the moment. I see no grounds for optimism at present although I would be overjoyed to be proved wrong! If 2009 starts like 2008 for Alizyme, we are in trouble made worse by the financial environment. Alizyme need to come clean on progress or otherwise with Cetilistat and I believe the lack of any news strongly indicates that all is not well with this product. 50p per share, i

I did mean to post a "hold" because I can't afford to bail out at the moment. As a long term holder, I have an average well above todays price by quite a margin. Alizyme have been on the decline since the failure of Renzapride compounded by the badly received results on Colal- Pred. There has just been a relentless erosion of our funds because the market has fallen out of love with the Alizyme story .Yes, the products are late stage and look good but NO major deals have been struck even after the Takeda decision to press ahead with phase 111 on Cetilistat in Japan and the the recommendation by the FDA for an IND for Ceti because of it's beneficial effects on obesity related diabetes! Some thing is very wrong behind the scenes in my view!

Alizyme have been "in discussions" with potential commercial partners on Cetilistat for 2 years and reported earlier this year that DD had been done. I don't think there are any deals with any of the products in the pipeline and that Alizyme will be even "deader" in early 2009 than it is now! We have been strung along by a CEO in complete denial over his total failure and he was paid circa £365000 last year for his trouble. We ended 2007 with huge disappointment and I see 2008 ending similarly. Let's face it, NO ONE WANTS CETILISTAT or anything else Alizyme has to offer.