Member Info for elcap

Don't forget Peel Hunt are only sharing their findings, thoughts, research, advice with their Clients. We will not see any of it.

Utah - I agree with KoolKat's comments except in respect of making a quick buck here. It is entirely possible to make a quick buck here, in fact lots of bucks. All you have to do is buy in just before a major RNS is issued, confirming , sale, license agreement etc etc. The difficulty all of us face is that we don't know when that RNS may land. So the real question is, are you better in or out at this moment in time. I for one have taken view that I am better off being in, rather than out at the moment. For me the potential upside far outweighs the potential downside. Do I want RNS to land sooner rather than later? Absolutely. Am I prepared to hold until that RNS? Absolutely. I am speculating to acculumate. (Hopefully).
You do whatever you think is best for you.
Elcap

The age of conundrum. Are the MM's here for the benefit of the market, or is the market here for the benefit of the MM's?

Same here Bailiff. I have just tried dummy sell and they will take my entire holding as well. It's been a long time since MM's have been willing to do that. Clearly if MM's are happy to quote for all of your 40K shares that is a positive indication things are on the up.
GLA
Elcap

just been offered £1.75 to sell

We're already at this stage aren't we?

Utah - no one knows what is going to happen to any listed company. Hence the reason for the existence of the markets. As with any share, you do your research, based on that research you come to a view, based on that view you either invest, sell, hold, or look for another investment, then repeat.
Now the real question is: Do you think at the current SP the upside outweighs the downside. If so then buy or hold, if you think the downside wins on balance then sell or don't buy.
IMHO there is not going to be a middle ground. SP is either going to be multiples of where it is now and we will be sold or all the molecules will fail and SP will be nothing.
Based on the scientific data so far, all looks very promising regarding the performance of the molecules. On that basis it is my belief we are undervalued and the rewards far outweigh the risks.
Now I have established my view the next question is what strategy do I want to employ. Invest everything I have at this price. TOp up a little, and hold cash back if it drops further. Sit on hands as already invested, make a small top up and if it drops further make another small top up etc.

I have layed out my position. But you knew all of the above already. You also know the fundalmentals of a market and that there is no certainty in ANY stock/shares.

We are all saying what we believe (Well most of us are, some (I think) are saying things they don't believe to try and influence others to buy/sell).

Bottom line is: Are you in or out. If your in then you should have a strategy, if your out, your out. You can be in/out as many times as you like. (hokey/cokey). Knees bend arms stretch ra ra ra.

AIMHO
GLA
Elcap

SCH - I don't think GSK "robbed" Sierra shareholders. If anything Sierra "robbed" Sierra shareholders. They have deliberately sidelined SRA737 for years. If they had wanted to progress it they could have done, but they didn't.

AIMHO
Elcap

I'm not selling any of my shares, but I'm not topping up either. I'm just gonna see how this plays out.

I'm just trying to cut through the noise. DJH does call it right most of the time. That could be because the SP seems to go down most of the time. He could be automatically slating the sahre everytime, therefore gets it right most of the time, or there could be some knowledge and expertise forming his negative view. If it is the latter I would like to explore his reasoning more closely so that I can learn something. If it is the former then I can just ignore / dismiss his comments as utter tosh. It is very easy to dismiss as the utter tosh, but that doesn't help me make more profit. At the moment all I see is 2 groups of extremists (positive/negative) screaming at eachother. Neither side is listening to the other, which makes this BB utterly pointless. My view is that I believe this to be the bottom and would expect SP to be back in the low 20's shortly.
There are lots on hear saying SP will be 40's, 50's, ££££'s, and others saying this is ana bsolute dog of share and slide will continue. I'm trying (perhaps in vain) to cut through the noise and see if I can gain a greater insight from others on here. You can call it naive, I don't care. I'm not picking sides, I just want to be more successful.
Elcap

Well - love him or loath him, DeeJay seems to call it right most of the. I appreiciate he can rub a lot of people up the wrong way, but it takes all sorts. Bearing in mind his success rate, I for one would not green box him. Infact, if he is calling it right most of the time then he will be making far more profit than me, but probably more than most of us. I would like to learn from him.
If he genuinely believes this is the bottom I would like to know, and more importantly why. He is looking at the same info I am, that we all are, and he is coming up with a different answer most of the time. If his answer is right more often than my answer, I would like to understand why, so that I can be more successful.
Elcap

On my hols at the moment (50th was yesterday). Trying to catch up on BB. Haven't seen a post from Thoth2 but seen loads of get well messages. Hope he's ok.
Elcap

2M trade at 12.6p after the bell

about £4 per share.

I would be long gone way before that though.

The problem on this BB (and is the same on most BB's) is that some posters are nothing but uber positive. (Which is understandable given the fact they are invested), however some are uber negative. I for one, don't mind posters who have a balanced view, unfortunately it would appear a "balanced view" is very hard to come by. Neither one side or the other is going to convince the other of their point of view. All that is happening is each side is shouting louder and louder and neither side are listening to opposing views.
There is always going to be positive voices, and there should be as people believe in their investments, what is even more valuable is an investor who can see both the positives and negatives and provide a more balanced view. Unfortunately these are an extremely rare breed.
Perhaps for the BB to actually add value, and for views to be respected, may I suggest an experiment. Can all the uber positive posters post a comment in relation to something they are not so happy about with this company. And can the negative posters post something positive.
You never know, we all might start learning something. (Which is ultimately what we are on these bb's for).
GLA
Elcap

https://www.proactiveinvestors.co.uk/companies/news/988198/canadian-overseas-petroleum-reaches-financing-deal-on-favorable-terms-to-close-cuda-acquisition-988198.html?viewSource=TwitterUK

Stay strong ASHpot. My thoughts are with you. Medical Science is amazing and what they can acheive in this day and age is spectacular. Fingers crossed for you and your wife. Notalot - you too have been through the wars recently and hopefully have now come through the worst. Just shows you how important the work SAR are doing is. To be honest, that's why I invested in SAR all those years ago and remain invested.
Elcap

Brilliant HBD - Some bits I have spotted whilst reading the Patent link:
SRA737 Augments ICB-Induced Anti-Tumor Response in SCLC - These results demonstrated that the combination of SRA737 and ICB provided strong anti-tumor activity in SCLC. Furthermore, treatments with both single agent SRA737 and its combination with the anti-PD-L1 agent of B7-H1 led to activation of the STING pathway and chemokine expression in this SCLC model.

SRA737 Augments ICB-Induced Anti-Tumor Response in Multiple Cancers - could reflect a dual action of SRA737, namely a direct anti-tumor activity and a modulation of the infiltration and the proliferation of the immune cells in the tumors.

Combination of SRA737 and Gemcitabine Chemotherapy Enhances the Effect of Anti-PD-L1 Therapy by Modulating the Immune Microenvironment - In summary, it has been clearly demonstrated that the triple combination therapy of LDG, SRA737 and the anti-PD-L1 agent of B7-H1 provided strong synergistic effect in inducing dramatic anti-tumor regressive activity and established a significant immune microenvironment in SCLC models in mice.

Elcap

acquisitions ***

HBD - down side to that is GSK would hope to get us on the cheap. (Sierra being an example of GSK's shrewd acquiations team).