Member Info for grizzlyb

£2.00 would be a superb buying opportunity, at £1.50 I'd be absolutely elated.

https://www.edisongroup.com/publication/fy19-prelims-after-a-momentous-second-half/24625

'Our valuation moves to £198m or 625p per share, from £193m or 610p per share previously.'

First time post on LSE was after many years on iii.co.uk before it was redesigned to the point of uselessness. If you can work out how to use it, and if it's really of interest, you could review my iii posts.

I can't remember the content of my first post on here, so your RENE contact is probably a more reliable source than me. But I can reliably inform that B is for bear. Growl.

All I can see is piffle from BradSmith, are there responses that i'm not able to view or is it a one-way exchange?

Feels like a pre-exosome collaboration teaser to me.

Good to see treatment of glioma specifically mentioned again - I thought it had gone quiet on that front (despite the very interesting early results) .

https://youtu.be/WNDZIEFRtSg

Irrelevant.

It's not misleading, it's entirely untrue.

The Woodford Equity Income Fund is suspended, and will remain suspended until at least the end of July.

It may drift down until October, but partner deals could come at any time.

There is always an RNS, that's how they get the results across. The webcast is in addition to.

If all continues to go well here, I imagine Woodford, for the Patient Capital holding at least, will wait until a buyout. That's surely the investment strategy for Patient Capital, and in my view ReNeuron is a hot ticket.

I have it on good authority that Woodford remain excited about ReNeuron's potential. That doesn't mean they won't reduce their holding imminently, but it does give a level of confidence.

I don't get it.

1% approximately = 318,000.

Therefore 1,100,000 approximately = 3.45%, therefore a significant shareholder (possibly a substantial shareholder), therefore any increase or decrease through a single percentage should be notified.

If greater than 954,000 shares are owned, an increase or decrease of 318,000 or greater should be notified.

That tells me that Woodford Equity Income have to sell the lot, which is quite different to no effect on us.

Decline and spike both down to Woodford? Seems unlikely.

My buy on 26/06 hasn't shown, and that wasn't even a delayed trade.

Thanks for those figures davidpqz, I was hoping somebody would post them.

ReNeuron is (or at least was) in Patient Capital and Equity Income, with the largest proportion held in Patient Capital.

Patient Capital is still trading on the open market.

The top 10 holdings are as a % of the overall value of each fund, so whilst the funds may, combined, own a large % of ReNeuron, Reneuron is not a large % of the funds.

Woodford is currently in a loss position in this share (>50%?) - risks to the ReNeuron share price in terms of the Equity Income fund are that they sell more at this stage (unlikely) or they sell more on good news (likely).

The biggest risk, in my view, to the ReNeuron share price in terms of Patient Capital is that Woodford is removed from managing the fund, and the replacement doesn't like ReNeuron. But in my view, ReNeuron is a compelling proposition for a Patient Capital-type investment.

Agreed, and that will also be why Woodford invested, and will hopefully continue to remain invested.

I don't see what they could do besides acknowledge that Woodford has a problem, after all it's Woodford's problem, not ReNeuron's. Woodford might make private investors steer clear for a while but it will only affect the share price, it doesn't affect the business. As it's not business performance affecting the share price, I don't think they need to be dragged into it.