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Ah well, it's official - we've been shafted !
Should be ashamed of themselves this BOD.
Good luck to all for the future.
They can't think of anything negative to say - so we get nothing.
Previously, we had placing fears, bad debt, cash in bank, profit margins and even staff leaving - all dismissed.
They must be bitter as well as biased. I looked through the presentation slides and it's even more amazing.
Got to be something like you describe. That news (which is once again brilliant) brings a rise of 0.5p!!!
A drift since FDA of 100p because the markets, particularly AIM 'do not like no news periods' LOL!!! They don't think much to news ones either.
Unfortunately, since man invented the monetary system there will always be greed, greed and yet more greed :(
Why share it out when you can scam it all ...
I hope it comes good for all the loyal holders here, myself included, but since that DNL stagecoach robbery, I fear for us.
Good luck and best wishes.
After those excellent figures and update yesterday - lunatics really are running the asylum at the moment.
Against, fwiw.
45,000 - GLA.
Red,
This is courtesy of bolitix on ADVFN - I have to say I've always been in agreement :-
bolitix16 Sep '22 - 15:59 - 9191 of 9196
0 1 0
'I read Hardman/Edison but why would you think they know more than you. Is there a course they do! They just have some fancy graphs. They are only Human like you or me! I had 2q22 at 6500 saying it could be higher with 10 more people so no rocket science this but stunned how those two writers could not see a pattern. 3Q22 I have at 9500 and 13000 4q/22 to give annual 35428 - so $150 a pack is 35428 x (3x150) = $15.9m for 2023 US sales. Same pattern leads to 99k sales 2023 but at 250 a pack is $75m so I believe HP(CFO) knows this and knows there is a solution without a loan.'
Hi Shandy,
I share your concerns.
My feeling now is that it's all 18 months on and I'm hopeful that the bigger boys can see the pathway to profitability and the disruption to the market that can be caused and are now getting interested. The raise up to $150 odd per package is encouraging and will start to boost revenue significantly in H2?
Re Norgine - I thought his statement concerning their top brass embracing a change of strategy is potentially big news that could make quite a difference, as it has been doing stateside. They, like us, can see the benefits of shifting into women's health. Again, H2 could yield some excellent growth, fingers crossed.
All in all, I feel we have a crucial period upcoming which could turn it around into a good position for 2023.
Best of luck to everybody invested here.
Hi PATT
IG want 7.5p to buy 50,000
I picked up on and liked the part where the CEO stated that he had had discussions with the Commercial Head at Norgine, whom expressed how keen they are to adjusting their strategy in alignment with the US roll-out (that is starting to gain serious traction) i.e. gearing towards Women's Health. Two previous physicians were very vocal on this subject in a presentation last year.
This could be a serious revenue changer for STX in Europe (and hopefully Aus/NZ) in 2023 at just the time when it is most needed. Should start to see the impact in H2.
GLA.
If I were him, I would be approaching one, or even both of the large US pharmas that came very close to partnering up in 2020 .... They would have done all the DD on STX in detail and have all that under their belts observing from the sidelines. They will be seeing the clear pathway in the market. They could facilitate the extra reps required to attack those 13.4M rx. If they got 25%, which would become achievable with the extra firepower, the figure becomes $500M !
With shared % it would also eliminate a cash requirement to expand also. Current increased rx at Hans-Peter's revised figure of $152 suggests $12M by y/e 2022 + £8.2M in cash and paves the way (on increasing trajectory) to plugging 2023 hole imho.
GLA.
Has to stay for three years to cash them in though. Where do we think Accrufer could/should be in 36 months time....
Maybe Thursday will give us a clue.
10 extra specialist reps in place for Q3, which is nearly done and dusted.
GLALTH.
Perhaps that's why Whitaker departed as well - protested too much ...
Still got all his freebies before departure of course.
Whole thing stinks bad.
Their average will be way over 50p imho. They've been in for years (quite a few of them were £1+)
I'm still sticking with the view that they want the business to succeed on it's own or as a JV, possibly with one of the two companies that almost signed up in 2019 for a partner deal.
Not seen anything to change this (yet).
Shorters deserve to be very worried after all the treachery of the last 8 months.
Yep, same here for what it's worth.
We could hope for Eton to get involved - counter offer?
Grabbed some weeks ago @ 10p, (unusually for me, the correct move).
The Directors behaviour and performance has been a good lesson going forward.
The selfishness of some people literally has to be seen/experienced first hand to be truly believed.
Best wishes to all.
''Only so much **** long term holders can take from non holders with the sole intention of trashing said long term holders investment.
Like someone egging on a thief in the street.''
- This is the most appropriate post I have seen for a very long time. It goes on everywhere, but in particular with small cap stock. All very tedious and sad.
I'm in here and have been since 2018, for as long as it takes, as I believe in the company and it's potential.
Thanks and best wishes to the regular contributors that keep others like myself informed and upbeat.
Have a great Bank Holiday w/e all LTH.
Best wishes,
Dave.
I'd also add on the plus side that didn't they state that they had jettisoned 10 weaker reps as such and replaced them with specialized ones. Should bode well for Q2 and onward...
Madison should do us all the favours he owes us and pull out a JV and Japan deal this year to earn those freebies at 7.2p.
They could add dozens more reps then and the financial hole would also be filled IMHO.
GLA.