Member Info for English_Parisien

Not to generate confusion, but we seem to have 2x EP on the board ... oops
https://cobraplc.com/investors/presentations - look at the April presentation in compliment to today's news.

Depending on the COVID impact (as per slide 19), we have potentially up to circa 7 weeks remaining to get Phase 3 results.
The sampling RNS today was positive with new targets and further potential resources. The interview appeared to show a board who just want to get on with the work and provide value to the company.

With all the recent "instant multibagger" talk ... nothing has changed, just need to do the research first and understand the timelines. Whilst I won't get anywhere near 920000 shares, I might try to add a further few prior to the results.

Need also to get a better grasp on what the immediate value transformation is on release of good results. OK there might be gold in XX amount. But the doesn't allow for the associated funding costs; equipment costs; labour costs; other ... anyone have experience with this?

And for all those who thought people here were trying to get you to sell your shares so that others could "hoover" them up when some (including myself) recommended top slicing to derisk ... you've potentially just lost 10's of % in value and an opportunity to buy back more shares at these new lows. Not the case for me as I bought in later than most and wasn't in a good place to do just that. But don't always assume the worst :) nor believe all the hype. Research is key. As is luck!

GLA. Enjoy the sunshine if you have it.
- EP (the Frenchier version)

I am of the same opinion
It appears to be a bridging RNS to try and calm the investors and dropping SP
Good news nevertheless on the potential new finds
Results yet to come ... whether these be good or not
GLA - EP

Was just about to comment
(https://www.lse.co.uk/rns/IMM/efforts-in-fight-vs-covid-19-with-lupuzor-ureka-fqibk313p6x16ef.html)

PATIENTLY waiting on Sareum to release something akin to this, or better ... please?
GLA - EP

https://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/TILS/14539413.html

Although not explicit in the article, I would assume these are only from CDG or Orly airports in Paris.
Good sign though :)
- EP

On VAL : “i just want to day trade” ...
good luck elsewhere then

Perhaps this might be the case ... but all of a sudden “I’m out” “me too” “me three” ... sounds a little off to me too. And you want to talk burnt by VAL ... this is nothing compared to the suffering shared there.

News incoming? Hold for me.
GLA - EP

I know all too well

10K£ worth of trades today alone ... might not seem much but compared to the activity over the last couple of months ... hmmmmm

No worries Chesh
Just took a cheeky work break and read the Q1 presentation.
Massive (and I don't use that word lightly) upscale from the current £3M MCAP (where the presentation stated £4.2M earlier in the year).

Really hope this can hold a little longer at these prices to liberate funds from other plays. Would be nice to finally make some money here after all these years :D

GLA - EP

Thank you for the detailed feedback.
In light of your comments and looking at the trading the last couple of weeks ... I do wonder if something is going on in the background. And whether a position is being built ..

Anyone have any thoughts? or L2 insight?
- EP

Or is it a case of "read between the lines"?
Potential upcoming news without actually "giving news" ... because that would necessitate an RNS ...

Perhaps I just need a coffee
GLA - EP

If you bought in at 0.75, you're currently riding 400% up .... and depending on the investment you put in, some may wish to derisk that (either to free up funds for other plays or simply to purely derisk).

Just speaking from experience is all having been sitting pretty and expecting the best
By no means is that to deramp the potential here :)
AIMHO :)
- EP

Based on nothing but my own opinion, I think this is going to go today
I got in at 2p, and look forward to being able to topslice a sensible portion and ride the rest (learning from previous errors and greed in year gone by, in biotech)
For those who are already riding multibag profits, derisk (if not already done) and enjoy the fun :)

Of course, should it all come crashing down, I hope I didn't just jinx it
GLA - EP

Leaky bucket?

That's the big question of the moment: "the covid effect".
Depending on a few shorter term plays, I might be able to get some further shares onboard, halving my average (if not more), ready for a similar play.
Thank you for your insight in any case
- EP

Afternoon
What's the timeline in your mind? Adding at these prices would be great ... but I have been caught out previously trying to do just that over the previous years ... suffice to say, my the paper value doesn't look great ...
GLA - EP

All emotion aside, this feels positive for next week IMHO; but don’t take my word for it. What do I know? :)
Enjoy the weekend
- EP

Agreed
On production of any good news, they won't need to hand us a speeding ticket in the form of an Equity Issuance.
Interesting also that it is an accelerated placement ..
Although I would have liked clarity on what exactly the money is being used for specifically
GLA - EP

Fingers crossed
GLA - EP

That's what we like to see!
GLA - EP