Member Info for Compoundinterest

What's with all the small trades? Some selling behind it seems

Net Cash 8mil and turning a new leaf towards becoming a profitable business. Market Cap at 13 mil undervalues the brand at at black friday sale discount of 13m-8m (cash in bank) = £5 million. Significant upside even if can turn a modest 1-2m profit and at a modest 10x earnings for e-commerce biz would value the company at £10-20m ex cash in hand. Giving an upside towards 20-30mil market cap. For such as well run business and super star marketing talent/management team; I have strong conviction that this company is still significantly undervalued at current levels. IMO/DYOR

Really fascinating stock this one, seems the shareholdings are basically fuelled by the directors and their homie friends. Not seen any substance (upfront payments, licensing deals, royalties...) to justify the valuation rise from 3mil to 80 mil market cap.. what has changed since then? Look forward to learning real news for this company. GLA.

Sells yesterday and buys today... price discovery phase. 5p seems to be the equilibrium point to Adam Smiths theory past days. As we get closer to the results day, IMO demand should overtake supply, hopefully profit hitting results and a valuation reaching 20+mil market cap which would be a milestone to celebrate for the company.

@hasiba- totally agree with you. Would be exciting to see Covidity to team up with BioNTech or other big pharma's whom do not have scalable (logistically) vaccine for the masses. I think Sclp are doing everything right now to obtain DATA to prove SN14 vaccine indeed can kill new strains such as the newly mutated African Strain. Fingerscrossed to Scancell and team. I do hope they do more on the marketing front otherwise spend a bit of money to outsource a great marketing/PR agency for media attention. #SCLPUnderTheRadar.

Looking good.. nice data on France Geeman. Thanks for sharing. I actually written-off France in my considerations so glad to here that this region is doing alright is an additional bonus. Share price on a gradual move upwards, slowly but surely towards 7-8p+

The spread on this share is horrendous.

Although we have the positive news of ESS being sold, Brexit deal and Covid-19 vaccine . Seems the market is still very concerned about the debt levels still. How are they gonna repay the mountain of debt.

Placed an order this morning at 5p... still not gone through, so seems MMs lack of supply so this looking good indeed.

Wyndrum your analysis looks pretty good to me. I think the SP has a gd possibility of behaving as u predict. GLA.

Raz, I am not worried it's quite normal in this industry to find disgruntled customers. The bigger picture is they have quite a lot more satisfied customers compared to unhappy ones which is why they have won the "Which?" Awards for their premium mattresses consecutively. Very bullish... just added at 4.6,4.7 and 4.8. :) Nice one Wyndrum, any thoughts on the technical analysis side of things? always value ur comments on this.

Market Cap at 13million doesn't do this company justice. Strong sales expected, strong balance sheet, strong brand and team. IMO 20m is benchmark for this company, and 30m+ should be fair value at current conditions. Profitability on it's way IMO.

Would be nice if Scancell can partner with BioNTech to get COVIDITY approved. BioNTech needs a scalable vaccine for the masses unlike their existing one requiring -70C to compete with AZN/Oxford Vaccine. + Scancell needs big pharma partner to accelerate this further and faster IMO, too slow to market would make their existing efforts obsolete.

Buy the rumour sell the news behaviour. I think further orders to come, this AZN vaccine will be most popular due to it's logistical, cost and scalability benefits compared to rivals

DFS Online sales soared 76 per cent in the 24 weeks to December 15 compared with the year earlier. I think this positive update is probably reflective of how Eve would be performing during this period. Glad to say I am now back in. Strong company, management and an excellent turnaround story.

I think the major selling point is the potential against "new strain of coronavirus", the topic has recently captured the scientific, media and political attention on this very risk. Government and private funding should hopefully channel to this area for worst case scenarios. Do you know if any other company claims similar or also targeting S & N protein? Or is Scancell the only company claiming this right now?

13p is what Redmile & Vulpes paid in OO. I believe this news rerate higher than this. Fingers crossed attract some further interest from over the pond or potential tie up with big pharma to take this forward e.g. licensing deal, upfront payment ++ would be nice.

Very positive and strong trade update. Outperformance reflecting the strength of the marketing and leadership team. Incredible turnaround from the 2mil market cap days. Economy and business looking uncertain next year with retailers opening up and unemployment rate expecting to rise to 2.6mil, which is probably why today's SP has not bounced higher than hoped. In addition, even with the strong sales figure, we have not seen reported profitability "yet". But the brand investment to date is paving the way to a profitable and brighter longterm future IMO. DYOR

Good news. but.. it's just "not enough !" haha... most of us here hold more than that. How much does he hold currently?

From 13p to 11p 15% big discount!! to what Redmile and Vulpes paid in recent fund raising. I think this is a steal IMO. Topping up when funds made available. If we get any other II interests then this price won't stay for very long imo.