focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
We are only in real trouble Doc should any said new variant strain buck the trend and up its game in terms of severity characteristics. We will see that eventually due to natural darwin genetic selection / variation or random event permutations but alas our UK Government will never stockpile SNG001 in the (high) chance of that outcome in practice. KB was a scientific/VC pawn in the Government Covid response game (with blinkers on in fact limited to vaccine response ONLY). Books mean nothing really other than self promotion in this case limited by Government ineptitude.
Given all investors on the back foot and burnt we now have a clear asymmetric intrinsic value gap to the share price since we are all heavily invested. Big rise inbound this year for sure for those with spate cash under sofa!
BTW and people can self dose at home to avoid onward transmission in case of severe emerging respiratory viral threats. You just mail this therapy to the vulnerable and most at risk parts of population in the over 60s age group. Just think out of the box.
There's a surprise I WAS expecting. Fabulous as a very wide complete repertoire agnostic antiviral. mutation defence and economic defence written all over the SNG 001 packaging. ..
This is a highly volatile stock we are seeing in practice Andy - if you get the chance to buy in low before the next upswing good luck to you. I'm guessing you're not solely gloating without some desire to buy back in after you scare investors to give you shares at under value? Plenty of possible upside events can still evolve to balance your disaster scenario in coming weeks and months before SNG goes lights out right?. Just enjoy the ride.....have fun
Smartinvestor. I did think of that derisking possibility also but did not articulate it. The delay to progression in the stock consolidation is curious to me too but maybe explainable should it align to a value driving news announcement. This could allow better share price outcome and US investor demand via timely fusion of the two. ..mmmm. we wait to see .
AJP. ....Anyone have any thoughts to add to this?
YES we are onto a winner here. Maybe a new contract fulfilment clause that ITX have to maintain certain minimum raw material stock levels to provide security in supply to end client customer. Very important if you are embarking on a new major reformulated brand extension into green eco superabsorbant nappies!
I think they are awaiting a catalyst for the share price to then do the consolidation and US investors marketing ....when; who knows?? They have decided they are doing it soon otherwise we would not have had the due process snd recent vote. It also will increase share demand so there must be a reason for the delay. I don't think CEO share awards is the reason because every director has a fiduciary duty to share value maximise continuously and if they dont I for one will be raising the issue to the listing authorities!
This is a volatile stock with a beta of more than 3 so can ping up as easily as it went down at any point. Just wait for the final outcome to play out. All the positive evidence we invested into may come good.
We all don't know what it is yet but, our original investment hypothesis has not yet been taken off the roulette table so it's 50:50. Rainbow party or bust. Chill