Ryan Mee, CEO of Fulcrum Metals, reviews FY23 and progress on the Gold Tailings Hub in Canada. Watch the video here.
Wainwright has for Iclaprim Sales of 23mln for 2019 and around 70mln for 2020 in their recent research. So with 86mln marketcap there is a lot negative sentiment already priced in. If fears come up, that there will ne no partnership, the stock could trade at 20p or a bit below. For me, that would be an absolut bargain. Nice Weekend all.
Ivy, can understand your point a lot. Graham is the same way and would never talk about non public Information, which I value very high. You can see on the share price, after this two days, nobody got Top excieded and there is still a lot to do. As I said weeks ago, below 25p I will start to top up and above 39p will start to sell a few, if there are still no news published about the future fundings/partnerships.
Perhaps, Ivy can find out, how likely it is, they get a partner.
So its rather positiv to view, that no addcomm is announced so far,or?
Akao has nearly no product anymore and was propably more advanced in setting up distribution. Once they had over 1bln marketcap. A shame, we trade that low..
Could Motif merge with AKAO? They have no produkt but money left and propably a few sales reps??
And still trades at an higher Marketcap than Motif and there were signs before that it doesnt get approved.
So we can continue with directors dealing..
I'm sure they could have replaced the cfo long ago, but do not want to make a quick shot. Like it is in the licensing negotiations. They only hit when they are 100% sure. Also, if you do not know if you are partnering, selling or merging, it is not easy...
GL is rather careful and would never exaggerate. I appreciate that. But does not help in the city, what sheltie means.
I have met GL on presentations 3-4 times in the last few years. He is very professional and can answer all questions very accurately and objectively. His presentations were always top. He could be a bit more aggressive. But in my opinion, as the CEO of Motif, who advances the drug, he is the best man.
AKAO still has a much higher marketcap than Motif and there are no doubts Iclaprim should not get approved by the FDA and there were never doubts about the quality of the P3 results from Iclaprim. I would take your report, to get more optimistic about our situation and because Iclaprim per se doesn`t have an issue, we need clarity about future marketing and it`s financing. But does this justify a 40% discount to AKAO? There is a lot already priced in.
Lets all see what Ivy can hopefully report after the conf. from 14.-15.11.18. Thats not too far away.
Thanks Ivy!!!! Guess we get a RNS on Monday...
Dont get you Ivy... so, it is old news...
If I See this right, they are up from 5.1% to 6.6%
By Bloomberg Automation (Bloomberg) -- Prudential Assurance With Profits Life took a position in Motif Bio Plc, buying 6.6 percent of the company's outstanding stock. Prudential Assurance With Profits Life is a mutual fund under Prudential Portfolio Management, part of Prudential Plc. For the company's full holders list, click here. * The mutual fund held 19.4 million shares, according to Motif Bio's Oct. 29, 2018 public share registry filing. The stock has a current market value of 5.83 million pounds ($7.58 million). Was on Bloomberg ... is that new???
I prefer zu wait, what happens the next few weeks and better buy at higher levels, than now. Only if we trade below 25p I might change.
Whats the worst case here? That we have to finance all on our own?? So, if that would be the case, than i would see the stock trade at 20-25p. So, not much downside, to be that nervous. A lot is already priced in.
Amphion's track rekord is not the best. They are close to bankrupt, so dont really care. Richard Morgan did a worse job there. I dont care how and what they do, even with their Motif stake...