focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
The mini toe tip trades on the half hour - same tight fisted trader. Return of the bottom feeders. Monday sillies.
It's looking like we're getting warmer. Have a great week all.
"If the directors reached out to a BP tomorrow to offer outright sales talks, the SP would go to £2". No it wouldn't, let's get real here. Those discussions would be watertight. You'd be the last to hear of them. You have no idea who they've been talking to or at what stage they are at in their plans. Thankfully, because if you did, the SP here would have only been ridden into the dust by the trading cowboy posse that has amassed here. Sometimes I am grateful that the company have got absolutely nothing to say, zilch. Until they do.
Now, now Aether, no need to be naughty.
No doubt the similarity you note is down to us being long-term investors here, and as such, interested in facts, science and progress. It appears we are in the minority on this bb.
J&J could still end up being an interested or actual partner, but for this article, I don't see them being the BP in question, for reasons already stated below.
I'm not sure I understand you point about impact of Transcrip's involvement (or cessation?) on the trial timeline?
I don't see them bringing in Mankowski on a whim, to me his appointment was time critical vis-a-vis Synairgen's plan.
Regarding the possibility of J&J "priming it" I can't see how that could ever happen? J&J would be barking mad to pay HVivo millions on the OFF CHANCE that they'd end up with a deal with Synairgen to supply he drug in the first place. You can't just rock up and say I'll pay you now to do challenge trials, without the certainty of actually owning the drug in question. And they can't already own the drug because if they did they'd have been obliged to tell the market that such a deal had happened. So many legal and commercial challenges that would completley rule that out.
Thoughts on Hvivo RSV human challenge trial starting in the second half of 2024; one thought only - it's old news.
Don't see the connection here with us, or the relevance to Synairgen. Did I miss something?
.
Mankowski wasn't pushed out imo. It was a planned move. In April last year Transcrip (Marcin) made a o public announcement that the company had completed full integration of Real Regulatory, a leading regulatory affairs company it acquired in March 2022. If you have been following him on LI, you will see that his departure wasn't sudden, it was actually well lined up. Get the big job done then move on. I suspect he had been in talks with Synairgen much before that, moving when they both felt the time was right for a fulltime CMO. In the heel of the hunt it doesn't matter - we got a very well connected and seasoned CMO in the role.
No. I don't keep mentioning it. But you do.
Glad you have a quiet week ahead. Such times should be cherished.
I'm not desperate to tell. You seem fixated by that thought. And to prove the point, here I am, with nothing to share.
I have no special relationship with the company, nor does anyone else here says they do.
Nor do I have insider information, of any nature. If I did, the company would already have been hauled over the regulator's hot coals for unlawful disclosure / market abuse, a very serious charge indeed. Regurgitating the inconsequential minutiae of a response from Consillium adds nothing to the discussion; unlike Prof, I have no interest in persuading others or spinning false narratives from the threads of alleged email responses. It's simply not my style.
"Let's have it - or hear no more about it", he chided, in his very best Ms.Haversham voice...chuckle.
Hasn't Mani given you a go on the Olivetti yet DocDan? Maybe you could massage the company with Professor, he said he was going to massage them earlier.
Indeed, I like to call it my 'Carlsberg' investment Costas. Probably the best one I've ever made. Cheers.
-> It's only a loss when it's sold.
....Another Monday, another trading lesson for Costas.
"No point in selling for 97% loss. The damage has already been done."
LOL.
I don't think you should massage them Prof. It could seriously hurt your legal case.....
Maybe Axe can confront them instead with Page 23 of the Annual Report. That would surely frighten them. Lol.
I think the fact that they replied to me recently may blow a big hole in your legal argument.
But then I am a long term investor, not a known shorter of the stock.
But do carry on, it's fun reading. You're so fun Prof.
They can't be having the SP rise above 6p, totally messes with their hustle Aether.
Said the self-confessed shorter, lol.
Karma has her plans. They may not align with yours.
Yawn.
Yawn.