Member Info for Dibs61

Yes good point about controlling investor sheer. And, as is typical with the sector, VERY long timelines for development. So not attractive to the short termers. I certainly rate it as a buy at this price though. Nice to see a big buy at full ask as well late this afternoon.

Once again a good post. MC 8 x earnings does bother me a little but once Airbus orders start to drop that will no longer look unreasonable. In terms of costs I would expect a degree of ongoing R&D for enhancements - new products no?

We have a forced seller here. That makes this situation with the currently depressed SP an opportunity IMHO.

Fredd1e - I doubt a buyback is either likely, wise or advisable. The cash in the bank will be already be forward budgeted towards the clinical trials planned and the various stages of them in the next two years. If they started spending that money on buying their own shares a.) the market would not like it and be quite confused actually and b.) it would bring forward the next fundraising which the market would also not like. So, nice thought, but naaaahh :)

Is that some kind of record? Actually not too bothered though because I can wait. I know that when we get news we'll get a decent run on the SP.

Good posts chaps… fair enough baz And like you say unv some twitter activity re CD4 which is encouraging

MM's taking this down. Absolutely just fishing for shares IMO because there just aren't any available and 'someone' wants some ;) Dummy sell a lot for 23.85 way above quoted ask. Not fooled Mr MM.

Cheers for that unv its all looking very positive for CD4.

Consistent buy trades but with slowly reducing ask indicative of background seller. Should eventually show the big sell trades and maybe a holdings RNS eventually which will reveal our seller?

Disappointing news

Looks a good positive announcement. Will it move the shares? I have my doubts. Doubt our seller is remotely interested. As dactions suggested you only need a demand-supply balance swaying slightly the wrong way and we get a SP decline. Let's hope this promising announcement, albeit just pre-clinical data, arrests this decline.

dactions - good post - recommended

If I did have an alter ego user name it certainly wouldn't be 'DavidDavis' old chap. Oh yes, Clontarf, yawn, I'm not here for Ghana tbh but if anything ever did come of it well then fine.

The mark down occurred after the 20k sell. MM's try different tactics to get an orderly book. I am very confident they haven't got 'too many' shares or they wouldn't be offering @ 25.9 - don't forget thats them selling to you. If they were offering a discount to the bid price that would suggest they have too much stock on their hands.

LEG Up :/

The misery continues.... for now. Hmmm. I wonder how low our seller wants to go? 2p seems a nice limit? Look at all the bottom fishers getting in though. Any lower than 2p and it's desperation on their part surely. I said the other day if this goes to 2p or below I am backing up the truck because on technicals alone it will be way oversold. In addition fundamentally this has got to be getting cheap because if you strip out the cash there's very little value attributed to their IP and development products. Let's see what happens tomorrow but we look like seeing some big delayed sell trades go though at some point.

Growing volume over past few days is a positive sign even if the price hasn't moved yet. Nearly 1% of issued shares traded today alone. It might just be Upside and myself here at the moment but that's not going to last.

Looks like a buy which will inject a bit of confidence back. We seem to have settled down. Some decent posts guys. I'll be looking to add in the next few weeks

Hi Upside, Good work. Yes the Providence drill @ Druid/Drombeg spuds next month + Woodside 3D + our own work programmes should provide a resumed positive newsflow over next few weeks/months. I expect a good return here (current average 4.5) by end of year. Will be adding further too.

Its possible but I dont think its him as he seems to take a very long term view. He's also a cornerstone investor for the company so it would not help confidence in either him or the company if he was seen to be reducing so soon and at a large loss. I reckon its one of the other institutions or perhaps a HNWI. Maybe it doesn't look very good on their PF as things stand lol