Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
Why do they come up with an company presentation now??? Is a capital increase really coming? Dont make sence now...
Could be a cross as well...
Very good point Ivy, thanks a lot!!!
It all depends on the announcement of a partnership deal. If and when it comes. If it takes a few more months after the FDA go, we might trade lower than now...Patience is required here a few more months I guess. What we had now, were yearend cosmetics. Somebody closed a short?? GLA
And we need around 50 min USD in 2019...
So PM's will not show to have AB's in their portfolio at yearend. The environment is really bad and for that reason we are holding up pretty well. Fingers crossed for 2019 and a good partnership...
Paratek is down 11%!!!
Only a good partnership will change. Think as of January, we are back in the old mood. This is yearend cosmetics...
the same to you Ivy, thanks for all your help and explenations the whole year!!!
My question was more: Will there be a deal at all or not. And what will be, if there is no deal, because all possibilities were not that high than GL thought. My guess 50/50
Thanks Rebarm, Ivy and all others for the explenations!!! Lets hope the market will recognize that as well.
Ivy, I get your point, but why ignors the market all of this??
The big question, will there be a deal or not next year. Im a bit disapointed, there was nothing announced this year, which is for me a sign, that iclaprim isnt novel. After all this presentations infront of experts, somebody would have done a deal already. So its not hot and not easy to partner.. the good thing, its mostly priced in already. At or below 20p will top up futher.GLA
Ian, in one point I have to disagree. If Iclaprim would really be novel, we would have seen an approach already and within the next 7-8 years, I cant see peak sales of a billion.. in the other hand, iclaprim works and will find its market and the current marketcap is clearly too low. Buy in the storm and sell on the RNS. Even if an capital increase is coming, I doubt it will be at or below 20p.
Petch, with this current light volume? Where shall the fear be?? Its only you, who has a fear....
And they estimate 50mln usd financing need in 2019... But these are no new news and priced in!!! Thats why we hope for a partnerdeal zu change the situation and I think it will come, even before 13th of Febr. You need to do a deal, when everybody is hot. You always can agree, that its only valid after approval from the FDA. I really belive, you get the best price now...
200-300 mln in 4 years is more realistic. Wainwright expects 23mln for 2019 and 70mln for 2020.
The overall marketconditions are worsening. Assetmanagers are selling microcaps and keep only the liquide once. I guess a few small assetmanagers are selling MOTIF for that reason: illiquid, a capital increase may come, short term not much upside... etc... this could be a good chance, for us, as we belive in GL and a partnership. So it may be the selling has nothing to do that a partnership isnt going to happen. Or the presentation at jeffries was not exciting enough, its the overall market sentiment. But a capital increase wount be easy in the next few month, thats for sure. Only a partnership will help!!!
How can Ivy answer, if even GL doesnt know. If the situation would be clear, attending investors would have steped in and bought the stock. Everybody wants to make money. Thats wy i asked where the bargain point is. I would say 25p or at 20p. Where is appetite for a capital increase of 50mln USD??
I Ivy, at which level do you consider MTFB a bargain? If it isnt already one?