Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Milton TR1 to come? Agree looks like II have driven the SP up this is great news as it underpins the price. Let’s not forget the share was due a rerate before news based on II selling. Who else wants in???
Too much news due for that to happen, regulatory approvals, COPD data, route to market, II TR1s.
Let’s see what the Remainder of the week brings.
And if regulatory approval comes today or tomorrow everything you have just said is worthless and people will kick themselves for not getting in? Two sides on the coin.
Would not be surprised to see more news flow tomorrow or Thursday, regulatory approval? Great to see a fund adding to their position any more to come out the woodwork? Let’s see what the route to market is.
What if we get regulatory approval and can skip phase 3 or start to use alongside phase 3? What price would we be then? Safety is not the concern here so a chance that could happen. Will the authorities want to slow this down so in October when we have our second wave there is no treatment as it is on phase 3? Not so sure on that could be big news this week. Won’t be this price if that is announced.
Already a runner for the post of the day!
RE: AIM regulators have pushed this out...Today 07:50
By the end of the year the Oxford based vaccine could torpedo synairgen completely out of the water.
A vaccine will help people with flu, asthma etc? And vaccines work on 100% of people? Clueless to the bigger picture here!!
Well what a day makes Lansdowne selling feel a life time ago!! We never did get that TR1! We did the hard graft, what a reward and well done SNG super tight ship no leaks no one knew this was coming and Data is king as proved today. I never expected it to be so good I hoped but thought it might throw up inconclusive! Chia, Miggy, ShareSting what are your targets? I am sticking in until the end as I always said I can’t work out what I should sell at so happy for someone to make the choice for me, we know it’s coming ??
Let’s not forget this is not Mickey Mouse and his Clubhouse gang producing the results this is some of the best in the business. Tom Wilkinson spearheading the Government programmes and he is extremely bullish on the results. Combined with the home trial results this could prove extremely statistically significant, I expect more news today or this week plenty more to come and if it gets fast track approval given its safety record then It really opens the door.
It’s a good point there is the rerate from it being surpressed from the ii selling yet to be realised and now news it helps treat COVID. Also factor in that the home trial is likely to be even better given the stage of treatment and it looks likely the COPD will also follow the same way. Much better than I expected and let’s hope we now get the rewards, sad to see 3 people lost their lives on the placebo could it have kept them alive?
Flip the coin.
What if they rushed the data, presented it and it went to stage 3 trials? What would be your view?
If they present results in 3 weeks and they are solid and get emergency approval what would be your view?
They know their field better than any of us. We just need to show trust, difficult I know when the SP reflects no confidence!
Be nice to get an update on the home trial numbers, we know from RM interview that pockets of infections are coming up and expect Leicester to yield numbers, they contributed significant numbers for the hospital trial. The fact that the government had 36 areas ready for local lockdowns suggests numbers should be there. I was expecting a quicker recruitment rate now we have gone national. Nearly a month now are we at 50%?25%? Results looking likely to be September on that one. COPD results sandwiched between the two? Let’s hope they have been business with the follow up work so we get direction on the back of any significant results.
Why would they take longer??? You have just had confirmation that it’s open to the entire UK??? Using track and trace so they can pinpoint who they need if anything will accelerate progress!!
Great find on the Morning Star piece. I suspect that these all came onboard during the placing, I think someone posted the list of funds etc that participated. Interesting that Lansdowne no longer features so are we finally expecting a TR1? Be nice to settle into some stability and a prolonged upward rise now all these back of house dealings are nearly complete. I assume Morning Star won’t feature Richard Licht as he is an individual holder? I will just be pleased if we see some transparent share price activity as the last few weeks have been anything but!
I get the impression they want (and are hopeful) of skipping stage 3 trials and getting to market. In what other scenario would they draw home trials to a conclusion early unless Covid slowed up? Positive hospital result? They have given themselves as much time as possible to manipulate the data. Looking back now I wonder if the delay on recruitment was due to the change they filed for the hospital study maybe they didn’t take many patients until they got the tests done quicker and established this at an early stage before many were dosed. Could point to it being more tailored to what they needed which can only be positive.
Pressure is on to get the home trial completed though, there is clearly some concern that numbers May will be tough to get Quickly. Looks like it needs to be done quickly with fixed costs per month. Let’s hope for positive data as clearly a tie up with a big company is possible.
This is what can happen when the tap is turned off, maybe temporarily but maybe the TR1 lands today or tomorrow. The SP activity is always the first indicator.
Last TR1 for 6th of May, 70% decrease in SP during May, sizeable delayed trades daily after hours. Something needs explaining!
DTD supply and demand yes but not as transparent as you make out, especially not to us PIs. If it was there would be no need for the delayed trades. I am seeing it on another of my stocks but the other way, big delayed trades after hours but for buyers, guess what the SP went from 10p to 25p like you said supply and demand but we find out the full truth at the end not at the time.
How many dumped again this morning that we can’t see traded. This is what it does it makes people sell and creates a false market, I did have some respect for how it was being handled as they kept us in a trading range that didn’t smash the SP. Now it appears the goalposts have changed and a lower price has been accepted. Or maybe this is the knock on from traders expecting June results bailing out on the back of the shift to July results. Seen people get stung like this they think the share is terrible and then bang seller finishes and the bounce catch’s them. Stick with the fundamentals of why you invested if we are still at 43p mid July then maybe we might question.
Well those after hours trades daily are not for nothing and we’re not the case a few weeks back so something is happening in the background. Now a drop from 70p to 44p has to be on the back of some big selling. Can’t say I am expecting much to change until we get updated on the big players positions. The only note of caution, Lansdowne has been regular reporters of their trading nothing for two weeks why? We would all rationally like it to be them to explain why our investment has nearly halved in May. I don’t think we have a buyer as the SP would be higher, would be nice to know this week what the position is.