Member Info for greenshaw

Hello everyone

I just wanted to chip in to say that I still own Scancell - actually doubled my holding since I last posted here and I'm 100% up on my overall purchase price. So it's going well and I don't intend to sell. I follow Scancell, the science and this forum regularly.

I've completely stopped posting here because of the attitude of a few bad apples who do things like tell others what they can and can't post and accuse anyone who has a question or comment that in any way could be interpreted as slightly pessimistic or concerned of actually being some sort of stooge or malicious actor with a sinister alterior motive. To those people, you harm the open flow of information, open discussion and collaboration which makes a community robust and valuable.

Thanks to everyone who has ever contributed to the discussion about the actual topic here, Scancell, regardless of your opinion.

Can anyone provide a perspective or speculate on the lack of information on modi-1? I don't understand the rules around disclosure - when do they have to disclose what they know? The CEO's comments sounded to me like it was a strategic decision not to make the data public in case it complicates negotiations on the iscib1+ p3 with potential partners - is this other people's understanding? I would've thought that positive news on modi might (although this hasn't always proven true) move the sp up, which would put them in a stronger negotiating position.

Probably the insider traders at the 3 letter agency going all in last week getting out now they've realised they won't be making the quick buck they hoped for.

That was rhetorical, please take your politics to a political forum, thanks.

I suppose she caused the S&P500, Nasdaq 100, Mag7, Bitcoin, Gold and Silver to all be down today too?

I should add that while this is 20% for me due to the SP move this year, and I have another speculative investment at 5%, the other 75% of my portfolio is in very defensive value investments, one of which is a very big volatility hedge. I wouldn't presume to be smart enough or qualified to give anyone advice but I will say I view this as the high risk corner of my portfolio.

I'm almost embarrassed to say my average is 3.42p. I was looking through AIM at the end of last year in reverse market cap order after selling all US assets for what I think are obvious reasons and stumbled upon this. I bought in heavily at 3.95p after a lot of research and since then sold a bit to bring the average lower. It's 20% of my portfolio right now and pretty exciting.

Honestly, people who pop their heads up only to shout insults into the void tend to be reflecting their inner state.

I expected progress at solar foods but it's good to hear - I did not expect good news at Geltor. I think it would be reasonable to expect over half of the portfolio to fail in time - and if only half fails then we'll do extremely well. I thought Geltor seemed like one that would go pop early, and I was just hoping the timing wouldn't be bad. Glad to hear they still have the lights on and are pushing forwards..

When I was researching ANIC prior to deciding whether to buy at the end of last year, apart from investigating the portfolio companies, I spent some time listening to JM talk about other things. One thing I heard him say is that one of his favourite investments was Prudential plc. I looked into it and agreed so I bought some. I just sold Pru for 65% gains in around 10 months (because I know of even better options now). The other thing he mentioned as his favourite investments back then were gold and silver, and we all know how that's been doing. It's good to know that his other investments are doing so well - that's not only evidence of other good decisions but also suggests capital is available should he think some is needed to accelerate some of the more promising portfolio companies (even if it has to be outside of ANIC).

BBC News - Food firms scramble to meet the high-protein craze

https://www.bbc.com/news/articles/c20zk35ypxno

The article mentions a french company using fermentation to make beta-lactoglobulin. I've noticed a shift in people talking about wanting and consuming higher protein diets, and those products appearing in greater numbers and in more prominent places.

I don't know about the others - they aren't the topic of this board - but I know that this company is not doing that. In fact this company is benefitting massively from this government. I just hope that the people being tricked into believing Farage and his specialists in anger and hate don't get to find out just how badly they're being tricked. If that does happen I will have sold this company and moved most of my money out of the UK.

I agree, this wouldn't happen unless the people involved know the stakes are very high, and we own the winner. Just hope a lot of money isn't wasted and it can be wrapped up efficiently.

Great news on Clean Food Group, I didn't pay as much attention to them early on in anic research but they look very promising.

I used indexes as an analogy because I think there are parallels. To me the story is one of cyclicality and the past tells me this is cheap right now because of cycles and sentiment. I only invest in companies too, a concentrated portfolio of 7 companies. Vistry is one of them, because of how the strategy and share price have both improved so significantly over the last few years. I think the main negative for me right now is macro risk, but I'm hedged against that in other ways. Despite what some people here think (who are themselves IMO stuck in a doom loop) I think a Labour government is more beneficial to VTY than any other government would be, and the share price right now is fantastic. The strategy is to return significantly to shareholders via buybacks and to position themselves as the key piece in the housing shortage puzzle via the partnerships model. I think a very strong 10 years is the most likely outcome for Vistry.

People complain that the UK market has returned so poorly compared to the US. Actually the FTSE 250 returns were very similar between 2001 and 2023 when compared with the S&P500, however the FTSE 250 returns were mostly in the first half of that period rather than the second. Now, if you only ever look in the rear view mirror with a 10 year horizon then you might end up one of the people expecting 8%/yr (or even 20%/yr of you're short sighted!) out of the S&P500 at a time when it's so expensive it might return nothing over the next 10 years. Rear view mirror is fine but don't only look back 10 years.

The first thing I thought when I saw that buy was that a new or existing client of Vulpes had funds to invest in his Life Sciences fund. I'm assuming it doesn't mean he personally chose to invest more of his own money? Am I wrong?

I'm guessing it's simply that the articles are driving views and the analytics say do one more. I do actually think there's a benefit, because incrementing the number of people who know about this technology just a little does move us closer to the tipping point required to make the technology accepted by the general public. We aren't there yet so every little helps. Once it's accepted by enough people (as in, 'I accept that this is something that happens in the world', rather than 'I hate this and want to ban it' or 'I don't know what this is'), I'd expect a big jump in the share price. Once that happens they can issues shares, accelerate progress with money and reduce the chances of our best bets failing due to running out of funds or being overtaken by competitors with either more funds or better technology (if either of those exist).

I doubt that site could do nearly as much work as one positive mainstream news article though..

Dom we can discuss and disagree and that's fine but don't outright lie by misquoting me as if we've spoken before about this. I didn't even say I wouldn't like more information, I simply said you aren't going to get the detail you're after.

I'm not sure I agree with what you're asking for. I think the way to mitigate political risk is to do nothing at all, because it doesn't matter. It's grandstanding - it won't impact demand but the worst thing you could do is actually respond to it and give it more attention. Regarding the CEO, I'd rather have the best person for the job rather than the second best person for the job (because they can commit to a permanent post). Regarding data, you just aren't going to get constant updates on details because these are small companies focused on doing, not on reporting what they're doing. I think it's a great opportunity for patient investors but will naturally see volatility due to the speculative nature of the investment and sells during quieter periods.

I think the best thing is to check the SP every quarter and resist watching it every day like a horse race.

The people who work at SCLP are doing good. Disgruntled egocentric little narcissists like you actually do harm. Wake up.

Apologies to the others here - this is nothing to do with ANIC.

It told me what others have told you Scinv. The PFS suggests it's saving lives for those who are fortunate to possess the biomarkers which are sadly necessary for efficacy. I don't think chance of commercial success have reduced if that's what you're trying to suggest. Now how about you stop stalking people who disagree with you and go get therapy for whatever is causing you to act out like a 10 year old.