The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Courtesy of rivaldo This PEBI thread is partly due to its stake in Ampliphi Biosciences (APHB), in which I have a decent-sized holding. The APHB thread is here: http://uk.advfn.com/cmn/fbb/thread.php3?id=25624085 PEBI's m/cap with 33.86m shares in issue is £2.37m at 7p. At 30th June 2013 PEBI had £3.6m net assets, or 10.6p per share, comprising £2.92m of investments and £0.7m of uninvested cash. Largest investments at 30th June 2013: Synergy Pharmaceuticals Inc. 277,748 9.52% (plus £10k of warrants in 2012) Summit Corporation plc 212,500 7.29% (when share price was around 4p, 15p at 20/9/13) Arrowhead Research (ARWR) 207,364 7.11% (when share price was around $2, now $4.75) Plethora Solutions Holdings 166,625 5.71% (when share price was around 2p, now 13p) TrovaGene Inc. 137,224 4.70% Pfizer Inc. 136,562 4.68% Nektar Therapeutics 127,303 4.36% Sanofi-ADR 91,349 3.13% 1,356,675 46.51% Plus Ampliphi Biosciences (APHB) 60,000 (when share price was around 15c, now 55c). From the above, shareholdings must be approximately: SUMM : 5,300,000 shares @ 19.25p = £1.03m PLE : 8,300,000 shares @ 14.2p = £1.18m APHB : 500,000 shares @ $0.55 = £0.2m ARWR : 100,000 shares @ $4.80 = £0.3m SGYP : 64,000 shares @ $4.81 = £0.2m TROV : 20,000 shares @ $7.00 = £0.1m NKTR : 11,000 shares @ $13.74 = £0.1m An info sheet from the 2012 Master Investor show lists the following additional holdings totalling approx. £1.55m: Novartis : £156,000 Astellas Pharma : £134,000 Abbot Labs : £111,000 Merck : £91,000 Onyx Pharma : £86,000 H Lundebeck : £73,000 Immunocellar Therapeutics : £68k Celgene : £68,000 Map Pharmaceuticals : £68,000 Eli Lilly : £67,000 Medivir : £66,000 Shire : £66,000 Rigel Pharmaceutical : £64,000 Polymedix : £54,000 Pharmathene : £52,000 Medivation : £51,000 Siga Technologies : £49,000 Sundry other holdings : £214,000, incl Miraculins, Synta, Spiritus, Pacific Biosciences, Biotime, Methylgene, Complete Genomics Here's an old 23 minute interview with Jim Mellon re PEBI which notes that it has 20 holdings. He mentions Medivation, which has increased from $52 at 30/6 to $57.50 now: http://sharecrazy.com/beta/athol-gold/6981/interview-iwth-jim-mellon-on-port-erin-bio-pharma
Both are making balanced and valid comments, but unfortunately it is as to whether we still have faith in P J to pull off sometheng that could/would be beneficial to us long suffering share holders. Respect opinions on this board from folk like yourselves, which now leads me to make one final comment about JLF, he/she had made the occasional valid points on rhe MTV board, the his/her arrogance overtakes reasonable debate and he/she gets a lot of less than eloquent comments aimed at him/her. I actually stupidly felt sorry for him/her as I thought it was cyber bullying taking place. I now rwalise my sympathy was misplaced and this character pretty much deserves all that is thrown back at him/her as some comments that have been made from JLF are born out of ignorance, disrespect but moreso cyber-attention- seeking. I wish and hope all MDC holders the best of luck and sincefely hope P J does not let us down again.
For reference, if I wish to comment to downup about ban or anything else, then I will do so. MTVers have to endure your endless carp, also I remember getting a severe cyber beating from one of the supporters of MTV for defending and partly agreeing to some of your comments. Now again, I will state that I was banned for my vivid description of MDC etc. hence, I have moderated my response to your comment in case I cop another one. But I will mention my ban as often as I choose to, and if you do not wish to read it then use your filter option as many have done with you and your repetitive and somewhat arrogant carp you choose to qrite. downup, it appears our conversations about being are not appreciated, although a weeks ban for you seems somewhat harsh. Also JLF, another point of reference, I really am a face to face person, hence, I am full of admiration for your cyber bravery, not so sure whether your boldness we be so apparent in real life confrontation.