Member Info for Elsol

Totally agree on SP recovery - very oversold and out of favor during Q4 21 (investors got burnt if they sold) -SP recovery was going to happen; this is an very innovative, disruptive R&D business, you cannot value it on near term revenue performance alone - there is massive "silent intellectual property/technology moat" upside in this company in the mid-long term (1-5 years). I'm not ramping, just stating a view on long run where this is going. Historically, ITX had impatient investor delayed adoption issues, but it is very solid IMV for medium - long term growth - far better than a FTSE 100 with low growth (if you are prepared to wait a year or two).

Its probably best to value ITX on a prospective revenue multiple (say 2023 Rev) and then add in a "blue sky incremental R&D" value premium from the aggregated IP value collected from R&D investment at cost. The latter is composed of many years of investment in IP much of which has not been written off and is in the pipeline to fuel medium term growth. So ITX appears to be a very cheap platform for SP growth IMV below the placing price. In any case, newsflows of the innovation adds will turn the SP well north over 2022/23+. Its a de-risked technology platform with sticky customers pretty much from here as it gains more commercial traction from cost/eco industrial consumers. Good luck long term investors. DYOR

Half the cabinet have SNG shares that's why....

So SNG must RNS in my opinion very soon. Too much positive public evidence

ITX - new Broker's title on my next report

Gggg21. Nice one

These sort of numbers aren't looking off the park, so make sure top slicing at 10 quid leave enough in for the 30 to 40 quid range otherwise you may kick yourself with the benefit of hindsight

Really good post Trinityman. Totally agree, I've been saying 90% + probability of launch for over a year now given the facts surrounding SNG001, so I'm pleased everyone seems to be aligning on this now. 95% is possible given last few months of activity.

Does this equate to roughly SNG0001 placeholder value with successful phase 3 readout?

Ping a cheeky email back and ask them does that mean before 1 March using their definition of early 22!

Basically, It's fear of the "unknown voyage" through a scientific breakthrough inflection point, that is SNG001....nobody can predict with any robust degree of accuracy the upside revenue potential for this technology company and one can drive a bus through professional broker estimates of the upside outcomes. Makes for fascinating watching from the side lines awaiting very pivotal news. IMV the current SP equates to almost a complete failure scenario if you think about it, (GBP 370m Mkt Cap), which represents probably only the 10% max of the lower case scenarios that can be generated. So, strap in, enjoy the journey knowing you: (1) are part of a major scientific event in coming days/weeks that may transform the global respiratory ID secondary care sector; (2) change your own life for the better financially. GL DYOR.

Forgot to even mention phase 2 results and activ progression

Nellie "but sick and tired..... without a shred of concrete evidence."
NB. You will NEVER have as much affirmative publicly available evidence and information surrounding a Phase III trial readout PRE READOUT (commercial, scientific, Web site, massive new employee search, ashfield engage, interview positivity, subtle messaging from C suite, polygon large stake share purchases, unmet global market needs, etc shall I go on?) as SNG001 at this time so I doubt your statement holds water.

Completely agree mat. Can't wait for the big reveal and see everything in full flow. Bit like naked attraction on TV ( once every 6 months for me is enough I may add as I'm happily married)

Polygon and MMs steal sweeties from children's hands. It's clear. But you need to be dragged along with their investing wave as its a committed big one aiming at a big payday in the near term. Prob 2022 exit.

I was thinking the same. They must be wanting x3 minimum. Big payday soon. How many ferrari s?

FTC - not necessarily because most knowledgeable and the less-risk averse investors are already heavily invested here with no willingness really to materially uplift exposures (e,g, me) so awaiting the news not many diverse PI buyers....but if there is a bigger buyer II or company buying in then maybe the only way to go is down to stimulate fear sales

wish i had some more money left to buy in at these prices...its all in already

Are the MMs struggling to get shares from sticky hands and hence having to crash the price to build selling fears??
What do the techies believe viewing the behind the scenes buys and sells details - maybe Monday is big announcement day? Views pls

Without launched SNG001 turbo immune-charger treatment, the virus is streets ahead of mankind, based on its agile global mutation capability, already with a strong hold into the massive global pool of human easy prey, multi-geography travelling multi-social so called 'intelligent' hosts...