Member Info for dallo

nolupus

Net assets at end of June were £9.9m
Investment of £ 2m in Incanthera whose shares will be quoted
will not reduce net assets --a further £ 1m in shares in Incanthera for licencing deal
will add £ 1 million to net assets
Obviously, monthly operating costs will reduce cash but sale of Ureka could add to cash/net assets

To recap on the current situation in Immupharma

1 MAP ---Now recruiting up to 500 patients
2 Extension Study ---results in Q2 2019
3 Incanthera deal ---hopefully concluded by the end of this year
4 Ureka sale --- timing and proceeds as yet unknown
5 NDAs sent to at least 10 Pharmas
6 Approx £ 9m in cash

The total value of Immupharma is now £ 6m ex cash

It could be bought by a Pharma from it's Staff Canteen Christmas fund jar

Hold tight

I agree with Nolupus that we may have finally reached a bottom
as selling appears to have abated at these low levels.
The only problem is that buyers remain on the sidelines as well
as evidenced by the total lack of any trading in the shares today
which is bizarre
I feel that the Pharmas who have signed the NDAs will make a decision
very soon for good or ill .
We need some positive news to get this going.

Franc
ITV has new HQ in Holborn and the Studios operate
from the ex BBC studios in White City
The Southbank buildings date back to the 1970s and are not fit for
purpose--the redevelopment costs could have amounted to £100m
so a great deal all in all and particularly in the context of the new strategy.

Liberum anticipate a sale price for Southbank property of £245m
a handsome profit on the £56m purchase price paid in 2013
The proceeds may be used for share buybacks, special dividend, acquisitions
and/or debt reduction says Liberum .
Good news indeed and saves ITV the massive redevelopment costs of the site
as originally planned

It may be a false dawn but what if it is not.
You could miss out on an 80% plus jump if a bid arrives
ITV IS SO UNDERVALUED IT IS INVITING A BIT IMHO

We should not get too excited but the volume traded today has now reached
over 45m ---is someone in the know?

A little bounce today from recent lows and on good volume of 10 m
shares traded thus far
Clarification on potential Endemol bid is next catalyst for the SP unless
one of the big beasts pounces on ITV first
Still very optimistic for big gains here in short to medium term imho

Bounce ?

More like an undetectable ripple in the space-time continuum

Obviously being controlled by Liberty/Goldman and has been for
some time
Malone wants ITV cheap and is using the Liberty 10% holding to
good effect imho
Sadly no reaction to Comcast success in getting Skye in ITV share price
Patience required as ever here

ITV AT LEAST WORTH 220P A SHARE AFTER COMCAST BID
HOLD ON TO YOUR HATS NEXT WEEK

Dunns

many thanks

Dunns

Do you have a link to the Times article
Also mentioned in yesterdays Telegraph as totally
undervalued when compared to Skye's valuation and high on
list of FTSE companies looking vulnerable to a bid

Markets flying higher---ITV down
Brilliant

195,000 on the offer now gone

Itsgambling

The share price cannot budge with such a large overhang
The sooner AMP are gone the better
Thanks again for your update

CITIBANK BUY WITH TARGET PRICE OF 210P
LIBERUM BUY WITH TARGET PRICE OF 275P

Share price 151.90p

The market ignores them as usual
Very depressing!

Itsgambling

Excellent post on AMP
As a recent investor ( 200,000 @34p) I really appreciate this summary as
I was confused by the obvious control of the share price at current levels
Thanks again

Just a reminder how good ITV Studios are is reflected in the enormous success
of The Bodyguard ( on BBC) made by World Productions which ITV Studios bought in 2017
ITV Studios has sold the series to Netflix and handle the Worldwide distribution.
Now, why is the share price at 151p ?

Maybe the losing bidder ( Comcast or Fox) for Sky may have a look
at ITV .
You never know !!