Member Info for dallo

Leas
My point is that after the initial drop on the day of the FDA news there had been a matched trading
scenario evident since then revolving around a SP level of 8.5p to 9p.
Around 80m shares traded since then which is intriguing for such a small cap company.
I am really interested in who is buying at these levels and in such volume.
No TR-1 Holding RNS as yet so we must assume buyers are PI's .

Nolupus
Like myself you have been in IMMU a long time.
The SP appears to be settling down at around 9p
and if history is anything to go by we can expect
another jump very soon.
It is becoming so predictable and I am forecasting a 13p plus SP by end March and higher as we near
FDA decision in May/ June.
Not ramping but nothing really has changed imho
Volumes suggest the mass exodus of the short term punters has been matched by buyers otherwise the SP would be at 5p.
IMHO
Dyor

Skid
Hard to believe indeed
A market cap of £16m
Now up to management to show its mettle.
Last year at this time there was a results and corporate update and perhaps we may get a similar one over the next week.
Surely there is plenty of activity going on behind the scenes so let's wait and see.

PS
5G still have £107k from 1st tranche in shares yet to be alloted bringing the total to over £500k yet to be issued.
Why are 5G waiting?
We will soon find out imho

Tracy
Totally agree
The lifeblood of a tiddler on AIM like Ethernity is positive newsflow and excellent investor relations.
Investors need to see tangible progress through regular corporate updates otherwise the oxygen needed to push the SP higher dissipates and trading volumes drop to negligible levels like today.
It is my view that the shareholder base is now static and the company needs to increase liquidity through clearer visibility on revenues which will attract wider market /broker/ Media coverage.
The problem is the share is very illiquid with c70% in tight hands but maybe 5G can assist if SP moves on good news.
Interestingly 5G has not as yet exercised it's recent tranche of £400k which suggests management is controlling the equity release to minimise dilution
but I could be wrong
Patience required during this lull in activity but things can change quickly.
Just my meanderings but DYOR
ATB

Uhlf
My point about the Chairman is basically that very few high calibre, high profile
names would take up the role in a tiny Aim company with a market cap of just £20m.
So that is why the person being appointed should reflect the ambition and potential of the
company and reassure the Market that it can attract a serious player as Chairman.
Most serious professional Directors would not join a public company of the size of
Ethernity unless they were totally reassured from a reputational viewpoint and also convinced of
the future success of the company.
That is why I am awaiting the Chairperson's appointment with interest and I suspect the market is too.

Bid
I am waiting for the appointment of the new Chairman which I feel will be highly significant if they get a high calibre man or woman with Industry/ corporate finance experience.
This appointment is very important for the creditabilty of the company and if they the right person it could a huge boost for the SP.
IMHO
DYOR

Even taking into account the exit of short term traders the volumes in the last 2 weeks are staggering not to mention the trade sizes.
Over 60m shares traded in 2 weeks in a small cap company of just over £20m is amazing.
All the selling is being hoovered up by buyers .
Who is buying in volume.
No holding RNS as yet but very strange trading activity.
Normally in a small cap like Immu you would expect 20/30 trades a day not 200 and in size.
Something afoot as usual in this company and if we see volumes of 8m again tomorrow expect action.
IMHO
Dyor

Skid
Not as excited as I will be when I exit.....at £3
ATB

If Herald IT Fund declare a 3% plus holding it will certainly have a major market impact .
Sadly my 3.6% holding was ignored but what the heck..the joys of being anonymous.

Broker
Best advice so far.
I have been in IMMU for 3 years and watch out what happens when SP hits 9p lows
Lupuzor still alive and other therapies in pipeline
with 70 patents , Incanthera investment plus cash for 2 or more years.
Predict back to 13p by April
Imho
Dyor

The main risk in any investment in the stock market is a company going bust.
In most cases of collapse it involves highly indebted companies whose business models become obsolete ...think retailers , hospitality ( at the moment only we hope) ,property etc.
With a fledgling tech company it is usually it's products become overtaken by competitors with better innovation and bigger investment from the Silicon Valley venture funds.
Ethernity must deliver this year and validate it's tech with deals and revenues otherwise it will be bought out by a bigger player like Silicom .
The 30p warrants being exercised and further 5G inflows will hopefully get the company funded to positive cashare flow this year.
At a market cap of £20m it is a sitting duck at the moment but I believe the management with loads of skin in the game will deliver and accordingly I expect increasing positive newsflow in the near term which I hope will transform the investment case to the upside.
The downside is a takeover which I don't expect at these SP levels.
IMHO
DYOR

Could steam
You are 100% correct in your analysis
5 drugs in development , 70 patents in the groundbreaking Peptide therapeutics of which Lupuzor is part of of.
Phase 3 will proceed imho for Lupuzor and the Nucant cancer trials in France are moving to Phase 2.
Incanthera's cancer protective suncream Sol could be approved within 18 months.
No cash issues for 2 years or so.
Market cap a piddling £22m
For patient investors with a 2 year horizon this could be very rewarding imho.
Forget about the short term gamblers who have exited in the past week.
Longterm investors such as myself should not be too worried about current SP.
DYOR

Bid
Last year it was on the 24th February .
So a financial update on 2020 results and possible corporate news should be forthcoming next week or thereabouts.

Skid
I am surprised this board hasn't attracted more "alternative "posters yet and is very civilised to date albeit with confirmed bulls.
There were only 5 or so posters here 12 months
ago and we went through the crash in the SP from c45p to 12p on funding concerns.
We were a lonely bunch but kept the faith even when I was personally down £200k but we stayed calm thanks to Tracy, Bid and 01234 and a few others.
We still have a long way to go and there are still risks but hopefully Levi and his team will reward themselves and us in time.
We would welcome posters who have bearish opinions but only based on facts and logic .
But hopefully as 01234 says we won't attract the lunatics who sometimes latch onto to boards like this .

Pebsi
To counteract the current capitulation and negativity remember IMMU has 5 drugs in development and holds 70 patents mainly covering it's Peptide therapies.
It's 15% share in Incanthera MAY prove very valuable.
It has cash to fund itself for another c 2 years and has a tiny market cap ( for a Pharma) of £24m.
If the FDA agrees to another Phase 3 then IMMU will attract a lot of attention from big Pharma .
So don't despair all is not lost yet but make your own decisions.
If the FDA had ruled out a further Phase 3 last week I could understand the current SP but it did not.
I am waiting for a while to see how all plays out but totally understand if others move on.
ATB

Tracy
You are right
Announcement of Silicom deal on the 11 the January not February.
Another senior moment ...doh!

Tracy
The design win with the major Telco was announced last Thursday 11February
Silicom SP has jumped over 50% in last 5 months as 5G investors pile into Nasdaq stocks.

Interesting to read about Silicom's design win with a major telco for its VRan accelerator card for use in the telco's 5G DU last Thursday for initial $1.5 million .
If anyone is going to bid for Ethernity it Silicom with a market cap of $350m on Nasdaq.
But not at anywhere near current SP .
This shows that Ethernity with a market cap of £18m surely has limited downside in a worse case scenario given its IP and patents plus contract wins to date.
Israeli Silicom knows everything about its near neighbour Ethernity in Israel and I suspect the principals in both companies are very close.

I also forgot to mention that Art Deas is the CEO of Alora Pharma ,Acella Pharma and Avion Pharma
He is the driving force and major shareholder of the Alora Group so why would he risk the censure of the FDA who the Alora Group has such a strong relationship with by issuing totally misleading market information involving the FDA.