Member Info for elcap

I know I know. It's not vital as I am sure when the time comes the deal should be the same value irrespective of whether or not 1801 & 1802 have been promoted or not.But I would be much happier if there was some PR done and we were currently sitting at £1.80 or £2.80 instead of £0.80. If only for my piece of mind. Currently I think we are under valued. It wold be nice to be sitting in the appropriately valued area. It would make me feel happier.

I absolutely get the argument of What's the point of shouting if you've got nothing to shout about. However I much prefer the strategy of shouting about what is about to be released. Then shouting more as we hit each milestone. A skilled PR machine can keep interest building until the product is released / sold / licensed / available etc. I would argue that the company have a resonsibility in this day and age to provide the best PR it can.

Yes the science will speak for itself, but only to a point. Blockbuster films are promoted endlessly, why? Maybe the Film companies should not bother promoting it, just let it spread by word of mouth.

Rant over.

Have a great weekend all. I'm off to spain for a few days R&R.

Elcap

Well I've dipped my toe in with a purchase of 695,694 shares this morning. I think this is the bottom. If it drops further will buy more but I'm hoping I've called this right. (Mind you) if it rises I'll be buying more as well so let's see how the next month or so pans out.

GLA

Elcap

This time last year the SP was at £2 and we were waiting on MHRA's authorisation so that we could begin P1 on 1801.

A lot has happened in the last 12 months. Downside was MHRA (due to their own incompency) did not authorise 1801 ofr trials and SP was decimated. However the aussies came up trumps and not only did we get permission to start trials there but recruitment was done in double quick time and we are trials are already well under way. Riverfort were used to fund trials, this spooked the markets as RF are often seen as payday lenders, however it would appear they have behaved themselves and have recouped what is owed in a responsible manner.

So in short there are 2 perceived negatives: the first being UK MRHA's refusal to authorise 1801 for trials and secondly, the use of Riverfort for funds. The 2 perceived positives are that Aussies have been brilliant iro authorisation and trials and we are probably much further forward than if we had had permission granted in UK, and, RF have acted responsibly in cashing in their shares and as a result SAR are in a much stronger and heathier position.

Now weighing up the positives Iwould argue that carrying out the trials in Aussie land was probably the best option anyway, it's a shame we didn't bypass UK in the first place, and, using RF funding mechanism was also the right way thing to do. The SP being where it is is down to market sentiment and perception. If we had said we have decided to go to AUS for trials as they are better equipped and are more efficient and proactive, and that RF have approached us to be our trusted partner, the link up with RF will give us the stability and funds required to get us through trials which will enable us to get top dollar price when we put 1801 & 1802 on the shop shelf I would imagine the SP would be far higher than today's price.

I know it didn't quite play out that way but it does highlight that perception has a massive bearing on the SP. Both scenarios above have exactly the same facts. UK says no, we go to AUS and then we get RF funding. However 1 version leaves SP at 80p but other would probably have SP at £2.80. Shows you what good PR could do.

Either way, ultimately there has been a lot happening in the past 12 months and SAR are much further forward. Probably further than we would have thought we would be 12 months ago.

On that basis I think we are massively undervalued and on that basis I will keep topping up when I get the opportunity.

AIMHO

GLA

COME ON SAR

Elcap

Is that MM's are happy to take my entire holding off me, despite the lack of activity and any outstanding RF shares. I'm not selling but clearly the MM's see some value in the shares.

Elcap

Another 1367 shares for me this morning.

Rude not to.

Elcap

A cruise?

Had a couple of little top ups this morning, now its time for positive update.

COME ON SAR!!!!!

Elcap

Well I'll be topping up come payday (Monday). If everyone can hold off from closing their shorts until Monday afternoon that would bre greatly appreciated. In fact I would really appreciate it if Numpty & Humpty would increase their shorts tomorrow.

Elcap

IMO it was RF off loading some more of their shares. Can't have many left now. So all good.

Seawolf - the inital tranche was £2M, the next is only £300k so most of the pain has already been felt.

You'll probably find the parent companies of the gene editing companies will be the Pharma's anyway so they will make money at both ends.

Another little top up for me (mine was the 1st trade of the day).

RF shares will be done soon. Good news could drop anytime. Every day that goes by with no news is equally positive as we are a day further into the trials.

COME ON SAR!!!!!

AIMHO

GLA

Elcap

Numpty Dumpty you are funny!!!!

Picked up another 3,300 shares this afternoon at 80p. What's not to like.

COME ON SAR!!!!!

GLA

Elcap

We have tried engaging with you sensibly but you ignore our views and jsut repeating your own. Many of us have said you may well be right, but equally you could be wrong, or that we could both end up being right.

Unfortuantely you can't seem to bring yourself to do the same. Therefore there is no point debating you, as you are unwilling / unable to consider a different point of view. On that basis I have given up trying to debate.

So Numpty Dumtpy, why don't you just jog on. You and your bro (Humpty Dumpty) can go and annoy a different bb. Surely there must be hundreds of Shares that the shareholders are missing out on your wise words.

Looks like Humty's already moved on.

Go and find the other half of the Dumpty Brothers.

Elcap

The Dumtpy brothers - it's got a ring to it.

It was hard to hear him. What with the wind roaring in my ears from the Mega death Spiral we are on.

Oops, sorry my mistake, I heard him fine, there is no howling wind and there's no death spiral.

What a numpty.

Elcap

It's one thing someone releasing the RNS against the wrong company. I can understand mistakes happen.

What I don't understand is why it hasn't been rectified. FFS.

Elcap

MAJW - So tell me, what price did you get when you opened your short? It wasn't £1.05 that's for sure. SO what are you looking at at the moment? A 10% profit? Can't be more than 12% in my opinion.

SP doesn't seem to be dropping, so you have a dilema. Do you close your short or do you hold out for a big drop. Decisions decisions. It's difficult to pick the bottom isn't it, just like it's difficult to pick the top.

All I know is the potential upside on this share is fara greater than the potential downside.

GLA

AIMHO

Elcap

I will say that Fish has lasted longer than his last few incarnations.

I bet even he is surprised.

Elcap