Member Info for George-Inn

Indeed, and for sure someone is building a position besides myself. I've been buying hand over fist, and odd lots here and there. Dr Phillips and the board members are known in the UK as pioneers and when they set a course they reach their goals. This has potential of seeing 400p - 500p in 2017 with a bit of solid news and another license agreement. Rumor has it that the U.S side is doing quite well, and news of full year gains is forthcoming. Stay Tuned and buy the dips.

Thats a great question unless they were a part of the private offering which increased the float last month. If you note there was private investor(s) who took positions and as such this increase added 16 million more shares to the float and increased the share count and market valuation. I say they need to make good use out of this recent raise for capitali and show some progress. Us shareholders are waiting on some good news and appreciation of the share price which has been depressed and low for the past year.

As a result of the special meeting all resolutions on the table passed. On Monday 10/31 there will be 16 plus million more shares added to the float. The new open share count will be about 48.7 million and now that the company will be flush with new cash, I want some positive news as a shareholder.

They'd best make good use of this fund raising as 12 mil GBP will certaintly dilute the shareholder and stock price, longer term. ( placing of new Ordinary Shares )

I'd say '17 is breakout year with number of new activities and news on existing pipeline products in various phases of testing. '17 will point the way to breaking even, and should see share price appreciate, so buy into end of year in anticipation of that. Cheers

Okay thank you.. Very much appreciated.

You say SP is headed or going for a rerate? explain Rerate a bit more.

Everything you stated is correct, nothing in your assessment is worng. The only thing wrong is the current listing prices do not reflect the target price of Panmure.

Give credit where it's due..the Mid-Year Cycle update looks good and is certainly on track if not slightly ahead of estimates. Great Job to the company and all those that participated in these great results. As a shareholder I am pleased with this announcement and mid-term progress.

Well it's been just about a month since I last posted and we've seen no action and only a minor news blurb about $150k grant. Don't get me wrong I am not down about the lack of movement just yet, in fact I bought more shares at these depressed valuation levels. Panmur Gordon has expressed that the stock is valued at $476.00 p. However we're sitting here at a bid of $110.00 p, so hopefully that chap will revise or news will come out that substatiates the view of $476.00. Personally I could see sales of Zuplens and Oravig increase in the states, then I'd be inclined to keep buying more. However need to see Phillips or someone come out and proclaim all is good and acknowldge that the share price is depressed by 80% and needs to be up more. If the ADR's in the states continue down they will have a listing problem on the Naz, while not an issue under AIM the Naz plays by different rules. Let's just hope for some positive news soon.

Really? and a reiteration of this call not more than 60 days ago, so now we're sitting at what has to be all time lows since the IPO. $100.00 on the ask, you realize how far that is from $476.00 that spread is either rash to explain or Panmur Gordon needs to re-evaluate. Eitherway the reality check came in the dismal results from the MTX product that failed clinical results. While AIM may have turned a blind eye to these results, the fact is that investors over in the US on the NAZ are different, and more prone to punish the stock for failure to produce, that is partly the reason this is sitting at all time lows.maybe some positive news comes our way in drug approval or related aquisition. Any other rational thoughts on this play.??

Pro Leave or Stay, it really matters not now as the votes are tallied. What's next for Midatech? How will this exit play into the market? How challenging will doing business in European medical field be now? I can't answer all of these questions, but I do hope that Dr. Phillips and the board come out with some updates in the near future as the shareholders have watched the shares move lower and lower. The really big investor"woodford investments" who holds an astonishing 20% of the open market shares surley is not thrilled wih the plummet in share price. One would think that as an investor of that magnitude he's got to be getting information that eases his nerve. I will continue to hold and perhaps buy more if I thought that there is light at the end of this tunnel.

I presume that once the vote is tallied, soon afterwards Dr. Phillips is going to need to get updates out to the shareholders on pipeline updates. Any efecacy results, and any positive results with testing. I suspect also that another potential merger or aquisition could also be in the works for the 2nd half, as this has been one extended long period of no news.

Long dry spell here, my thoughts are they're waiting on the vote to see if Brit breaks away from EAU. Then must understand the full ramifications of either vote. I guess until then any news good or bad won't make much difference as the vote is all that's on the tele...Guess I'll hoist a pint of Bitter to no news...

Well stated ColdBuffet and yes shareholders are a tough crowd, but that stands to reason when 25% of the share price is lost in a couple of days. Your points about start up Pharma's are spot on chap, and yes there are going to be setbacks and wins. My belief is that this management team and board will deliver more wins than losses, but it will take time. Final point here is that now you've had your setback, dug a hole and took your bruises. Now they will need a series of wins to get out of the hole, reestablish good will and reconnect with the investors and analyst, further failures will likely result in very negative reviews, so caution is of utmost imprtance. Sitting tight and actually thinking about adding more shares at this depressed level. For now I need to find a good pint of bitter stout and call an end to this tough week..cheers

Agreed with several of your points "ColdBuffet" especially the Negative Results = lower share price on AIM. Now that Mr. Phillips has listed MTPH on Nazdaq as well he has two sets of investors to cater too. A tough lesson to learn is regardless of pipeline opportunites a young and upcoming company cannot afford misteps and failures period. You simply can't expect not attract new investors in the states with failed results. MTPH is trying to win over investors in the states, attract new money and grow the business, you can't do that posting failed results. Okay it's over, the test missed the target and so move on, and make up for the poor results. Want to win over that tough crowd in the states, then give them something to invest in, hit the mark next time and win them over. My investment horizon is 3 - 5 years, I will stay invested, and continue to buy additional shares likley, but only when results are delivered, as that is simply how the game works. I believe in the product, management team and future, however this will languish until something is delivered that is positive.

Wow talk about dismal timing and negative results. No easy way to spin this other than how Mr Phillips did, and that was come forward and proclaim the failed results a tough call. Specifically ( low bioavailability results ) in the Pharma world this is viewed negative, and well the price to pay is wasted time, money and quite likely a lower share price for both ADR and LON listed stock. Will have to see how this recovers, but will say that while failure of some trials often leads to a stronger and more focused company, other times it leads to negative sentiment and view. Let's hope for the former, but first must endure the failout from this negative result. Only so many chances to get it right, so lead on and prove how valuable the other products in the pipeline are, as us shareholfders are patiently waiting.

in review of excerpts from the Annual General Meeting, I'd say that progression continues and the message was quite positive. Waiting on release of additional positive news to be released by managment. Should be an exciting summer with lot's of positive actions being delivered by the board and management teams. Good Luck

Colville I think you're spot on in your pricing predictions and no they are not ambitious at all. Also agreed with expectations for more aquisitions as that has been made clear from Dr Phillips. This is a dynamic growth pharma company with a deep group of medical and business professionals at the helm. I won't be surprised to see some additional news readied or released by the time of annual meeting. I will hoist a cold pint to the management team when the make additional news.

Going long one and short the other (stock or ADR) is counter productive. If the stock sinks so does the ADR in most cases. To me this period of time from the aquisition of American business DARA has been a buying opportunity with the share price cut by nearly 50% from the reverse merger prices. When positive news builds this will quickly break $20 ADR (my opinion) and $4 will be long gone along with the opportunity.