RE: Stanford Uni25 Feb 2021 12:54
In regards to the share price, I know with hindsight it's easy to say this but there is reason to see why we're at 166p and not 250p. This is a risky investment with clearly defined timelines. Your average investor (and II) will not overexpose themselves to something that has ~30% chance of a sp collapse, at least theoretically (we believe it's more derisked than that). As of now, Polar is the glaring exception. Once the activ 2 news landed there was a general resignation on here that we now might not hear anything for six to eight weeks (Q2 for home trial results, around the same time for activ news). Of course surprising news is always possible but with this share that happens very, very rarely.
We know for certain that Q2 delivers plenty of important news... from about mid March those who don't want to miss out will start buying in or buying back in. It's at that point we'll get a picture of how much appetite there is for SNG.