Member Info for Compoundinterest

Ah that makes sense then. :)

13% Increase in Share Price yesterday before the announcement. Somebody knew something before the release?

I am a buyer at these levels. Not so long ago IIs were fighting for these at 13p. Nothing has fundamentally changed. Covidity was never gonna be the leading choice as the market knew about. So what has changed fundamentally for the dramatic drop? I think significantly oversold IMO. Adding.

Fantastic news! Sufficient cash in the balance sheet to implement and invest in a great team with potentially game changing pipeline and technology. Look forward to the exciting news flow going forward.

Strong balance sheet and backing from II's; and it's about time C4x Team delivers some outstanding results/licensing deals. In addition, replenish with new items in the pipeline. Can't just expect and keep relying on shareholders to fund non-performance. It's been a disappointing 2 years + for holders since the Indivior deal despite a lot of promises.

Nothing like a bit of drama... uneasy feeling about the voting results. I reckon it's gonna be really tight call.

Can't imagine what level this would be without the strong from institutional investors adding significantly, RWC, Schroder and now Marathon Asset Management.. VS shorters. Expecting news from ESS sale this month or next, and from the current news report leaks so far, looks like the sale will be lower than expected. In which case, a less than expected sale may lead to a possible rights Issue and then I expect a subsequent rise in SP in the medium to long-term. IMO DYOR.

What's more close and exciting tomorrows Redmile VS Vulpes vote outcome or Trump VS Biden vote?

The Redmile/Vulpes Voting is nothing personal just business. So I think they're no hard feelings, just that interests are not entirely aligned. Long-term goal is both are expecting significant ROI; therefore I don't think it makes any sense for Vulpes to sell in the short-term nor do I anticipate this outcome either. I would be very surprised if so.

Two large investors Vulpes and Redmile fighting over SCLP and share price drops close to OO level. Seems to be like a good opportunity to top up. I hope the two investors can settle it over a drink on Zoom and come to terms since the core interest should be channelled to developing life saving medicines and generating superior returns please. I hope the SCLP team does not get too distracted in this regard and focus on what matters.

Vulpes defending it's voting rights over what is in the best interest for the company IMO. The fear of losing too much power... (where have we seen that before?) I think they are uncomfortable with the fact that they are no longer the big boys at the table and uncomfortable with the fact that Redmile could takeover the company if it wanted too (The Option for RedMile Convert CLN to surpass >30% Majority Shareholder if "wanted" to). What's your opinion?

Could it be that Vulpes wants RedMile to acquire the entire company for a quick profit/exit? I wonder...

Voted too. I wonder why vote against? Would be good to learn the objectives to why.

Ouch. This does not look so good... ESS deal needs to be solved or else short-term volatility expected. If we get a NO deal or less than expected deal; this looks to be a falling knife in the short-term. Subsequently in these gloomy scenarios, we may get a possible rights issue to strengthen balance sheet. However, if CPI gets a deal as expected in the 500-700mil region; I expect a strong recovery. In the long-term this company should do well I believe. Significantly undervalued IMO. Time will tell.

Nice one. Good luck to you mate. I do think Eve is still undervalued at 12 million market cap especially considering around 10mil cash in bank and significantly improved cash burn towards profitability. Given wider economic uncertainty right now, the share price has priced in a pretty gloomy scenario which IMO should be adjusted accordingly after we get some profitable results or merger/takeover or additional II interest.

I would be very tempted at 3.5p for holding longer term recovery play as the economy is a bit wishy washy right now.

@WTP- Sorry that's right, the 1 Billion is an estimate including the CLNs (Not yet converted).

So with about a billion shares in circulation at current 14p values the company at about £140m (more or less). With about 50million in the bank values the IP at around £90million. Seems fair. Inflection point is release of data and licensing deals. If 13p is good for Redmile, I believe it is currently a good entry point. Expecting some news flow around:
1) COVIDITY; hopefully additional collaborations before data.
2) BionTech Updates
3) MABS update on status and data

GLA

Seems like the market is liking the 15million capital injection.. a renewed sign of confidence. Hopefully results follow. It's certainly about time.

Rishi's better late than never revised job support package should be a big help for the economy. How this translates into Eve sales and bottomline is uncertain but I suspect it would be positive to some degree!! Which is a significant relief. I've been out and on the sidelines waiting for an entry position. Not sure if I'll get it but anyways GLA.