Member Info for Dudio

Disagree Golf, Starmer has in many cases questioned the government and got it right earlier than them - one sign that he'd be doing a better job. I used to have a fair amount of deference and respect for government ministers, assuming that they knew what they were doing. But now I'm older, I realise that so many of the current bunch are out of their depth with little or no experience in their field. It's all political - party not country first, with being a yes-man or yes-woman the deciding factor for who gets in the cabinet. Han**** is clearly out of his depth and Jeremy Hunt, with years of experience as Health Secretary should be playing a key role for starters. I think you need to stop looking at this lot with such blue-tinted spectacles! ;-)

Shorters have disappeared... from the LSE BB at least
Day-traders must see the short term value with P3 RNS imminent
Polar are topping up ?
Long-term holders are holding... firm
Some, like me are raiding the Christmas present fund to top-up even more

Some pricing info (taken from here: https://www.clinicaltrialsarena.com/comment/eli-lillys-monoclonal-antibody-bamlanivimab/):
Lilly will be supplying 300,000 vials of 700mg bamlanivimab to the US Government under a $375m contract, and will be providing it at a cost of $1,250 per vial, as per a 28 October press release and CEO note.

With this comment from Andrew Briggs, professor of Health Economics, London School of Hygiene and Tropical Medicine, UK... "as you move farther away from hospitalised Covid-19 cases, the value proposition for something that costs USD 1,250 becomes difficult"

Good post ARKV and very relevant to Synairgen.
I'm surprised more haven't commented, although this has probably been hidden by a flow of posts such as:
Where's the P3 RNS?
P3 started 6 months ago surely
So long Eva
You're a d!ckhe@d
No you're a d!ckhe@d
Give me an RNS... just any RNS

I think all grudges will be put to one side if Synairgen really takes off and the champagne is flowing at Hotel du Cap! But maybe there should be a forfeit for the person who brags the most about how much they've gained? Surely they can afford the bar bill for the evening in any case? ;-)

Fabulous post Oxford. Thanks for doing all the digging around and sharing.

Surely top-slice and cover some or all of your initial investment and leave a decent amount in case the SP soars beyond that amount. otherwise you'll have to live with Seller Remorse !

Ah Mr Big, was thinking about doing just the same!

Agree Parsley. Maybe exacerbated by the limited amount of stock the day-traders are mucking about with? Assuming there are plenty of long-term holders, either because they believe in this share and or want to see 175 / 200 levels to break even at least. I can't see them going away anytime soon either.

Doc, I kind of agree with you. And the lack of news (via PR) is incredibly frustrating.
Although I can imagine that their strategy is to not drip-feed out small stories, but to wait for the biggie, so that they can get more coverage.

Looking at their website, it looks like Consilium were brought on board after Manic Monday. So good news to have a professional Health / Investment PR agency on-board for when SNG001 gets EUA or P3.
https://www.consilium-comms.com

Wait til the vaccine ad drops with Captain Tom in it !

I don't think M&C is the kind of business SMS is after. He wants data, digital and content based ones. M&C are currently far too traditional IMHO. Although I'm sure he wouldn't mind M&C Performance and then sell off the rest to an Omnicom or Publicis. Watch out for this: 'Moray and the Board will share their strategy for future growth at a capital markets day in January 2021' and see whether M&C put M&C Performance at the heart of any reinvention or not.

M&C Revenue (year ending 2018): £432M
M&C Market cap: £94.65M
S4Capital Revenue: £215M
S4Capital Market cap: £2.77B
Yes I know M&C have been in a total mess. And S4 have had some wins and have SMS behind them, with his ambition of gaining 20 'Whoppers'. Plus their offering is different and more digitally focussed. But... if M&C can sort themselves out even a little bit, then surely there's a load of potential and a long way where this SP can go?
What do others think?

Zwartk, at last one of your predictions might be right ! ;-) :-)

Here's the Psychology behind trolls. They want attention. Why? Because they want to feel important. They'll likely lie about or exaggerate their success too. Why do they want to feel important? Because they aren't important in life. They've failed in their career, often blaming others, and not recognising their own failure. They've failed in life. They have few friends and the ones they think are friends don't reciprocate that friendship - they probably just tolerate them. As for their relationships - this is likely non existent or follows a sequence of failure.
The psychology of gamblers are that they'll brag big about their wins and keep quiet about their loses - to others and also to themselves. And when they do talk about their loses they'll downplay them.
So when we get a troll, a gambler or a trolling gambler on here. Now you all know and they know themselves, when they finally see that revelation, what they are.

Oh! Go on then. I'll just add a little bit more even though I'm already far too over-exposed. At least my average comes down a bit.

Go for it Dacorum. Go big. Sell the car and the house. Short the hell out of this. Then come back in April after P3 results and brag the hell out of your success.

I do wonder if Synairgen get an EUA from one country, will others quickly follow ?
After all, there will only an initial limited supply initially.

Look back on any RNS we've had since July and you'll see that it has had little impact on the SP. The Lancet peer review took it up from about 100 to around 120 briefly, but it didn't stay there that long. I'm not holding out for an RNS announcing the start of P3 to shift the SP drastically, however, I AM holding out for one announcing a EUA or P3 results however.