Member Info for Henners007

OR......... SQM bid for Iofina. SQM acquire a US based iodine producer and are outside the tariffs for today, tomorrow and forever.

This scenario is not at all unlikely in the Iodine industry or any other industry for that matter where manufacturers/industry are keen to continue trade with the U.S. and step outside the recently imposed tariffs.

Trade after UK Market close of c1.5m shares (c£83k), buy or sell? Could lead Fridays + or - sp during the day. Biggest trade seen for some time.

Successful fund raise at 10p. Expansion/Consolidation of fragmented market place on track.

Why?

Japanese outfit may well have bought in immediately the RNS was announced last Friday or very soon thereafter. Did anyone notice sp shoot up to 265p for a very short while. Shares could have been bought OTC or from other willing sellers up to that price without necessarily showing as a single transaction.

Perhaps, they literally couldn't afford to wait given the good news likely to be coming out of LGEN this year. They certainly wouldn't want to be competing with a share buyback when acquiring their 5%. This share offers a stonking (safe) yield with probability of good capital growth over the next three years, particularly once the transaction has been consummated and the large share buyback begins.

70.85p

You got to look at the volume of sales - tiny. Constant drip, drip imho nothing untoward. Our largest shareholder is steadfast c30% that will do for me. All recent official company news has been better than positive. We just have to remain patient.

If this company is not taken over within 3 years, I will use Eroxxon on my hair.

I have witnessed sustained and continuous downward pressure on three other recent investments (Kape Technologies/Gama Aviation/APH) each was substantially undervalued by all metrics and then whack, out of the blue an agreed take-over at a decent premium to the recent sp .

I remain confident that broker price estimates for FUM above £1 are fair (even without Elle Eroxxon)

Focus on the end game.

Cracking RNS

69.25p for me

Mkt Cap of SNG is £5.6m today. TFG are willing to invest a “top up” investment of £18m. Why?

They could simply buy the company for say £10m. Why not?

They would not invest (surely) unless they had a +/- say greater than 75% chance of a healthy return on their money.

Is it possible this could multi bag+ over the next three/five years? We all accept the science works but SNG (for whatever reason) have not been able to commercialise. OR has Marsden been able to pull the wool over the eyes of TFG aswell as shareholders over the last 10 years OR Is this time different?

SNG raised £80m @175p in October 2020. Now raising c£24m in December 2024 when the mkt cap of the Company is c£5.5m. Why would a company stump up £18m c3x the mkt cap of a company? PS I do not have the answer.

The science behind SNG001 undoubtedly works. This has been amply demonstrated in numerous trials before, during and after CoVid. What SNG has NEVER been able to do is monetise their product. May be this time is different!!!! Round about the placing price may well be worth a small punt.

If the Company delists, residual shareholders will either be made an offer to exit or can hang in to the bitter end. Communications will be less visible and keyboard warriors will be no more as far as SNG is concerned.

SNG has now lost out to GSK. Problematical to see where SNG can now take its "product". This may well explain why at the peak of probability of success there were no commercial takers for the SNG COPD offering.

https://www.lse.co.uk/rns/GSK/nucala-copd-submission-accepted-by-us-fda-3kmoim6sj120ogj.html

I am surprised there have been no comments on this BB regarding the GSK RNS this morning, which goes a long way to explain why no pharma has shown any serious interest in the SNG product to date. Very difficult to see where SNG goes from here.

"US FDA accepts GSK's submission for the use of Nucala (mepolizumab) in COPD

· Submission supported by MATINEE data showing significant and clinically meaningful reduction in annualised rate of moderate/severe exacerbations compared with placebo

· Nucala could be the first approved biologic with monthly dosing for patients with COPD

· COPD affects more than 14 million people in the US with estimates of 500,000 hospitalisations and up to 1.3 million emergency department visits each year"

Techguru, sorry can not agree with you. This is a crisis cash raise.

i) Companies don't have a 50% discounted placing unless matters are dire

ii) double confirmation of the dire state of the company is the issue of warrants attached to the new shares. This will be another significant dilution if the warrants are converted. In my opinion this significantly limits the potential upside of the share price up to the 1.50p level (the strike price for the warrants).

iii) the people who are likely to benefit (if the grand plan comes to fruition) are the people buying shares for the first time at the issue price of 0.65p. Long term holders who have helped finance previous placings (including previous management and Directors at 10p) are highly unlikely to see any return on their money unless they constantly buy in to future placings (and I agree with others here, there will be more to come) in order to reduce their average price.

This is a frontier nascent pharmaceutical company more akin to venture capital, or better still should be a private company not listed (and this could happen yet).

How long do you think before VAL is profitable?

Blissful. Your maths could be faulty. Are you able to prove that CH is on 800k per month take home? Thats 9.6m per annum. The Company's mkt cap is currently £49m. Are you saying he is trousering c20% of the company's mkt cap every year? On that basis he will ruin the company all on his own within 5 years.

Evidenced intrinsic value is double current share price. What's not to like?

Toli,

They are not "dodgy tricks" by Lombard, it is prudent financial planning on their behalf. They are in the same "game" as us, to make a profit. The bigger the better.

AIM stocks are high risk, some say very high risk. Higher risk equates to higher potential return/potential higher loss than FTSE stocks.

While we wait nervously for our desired outcome, retail investors get spooked, often because they don't completely understand the investment process or have tight timetables for their return. IF FUM is the real deal value will out, and likely within 6 months. Whether its FUM or any other stocks patience is always the key.

Not recommending any investor to wait for the hen to lay eggs, but the following investment rule is tantamount.

"The market can stay irrational longer than you can stay solvent. This oft-cited quote, or versions of it, is attributed to famous economist John Maynard Keynes. The message here is that no one is bigger than the market, and no matter how right you think you are about a certain stock or trend, the market doesn't care."

Whatever happened to the phrase "Let the buyer beware"?!!!!

After the new judicial reversal of previously understood and accepted court judgment, CBG is fighting for its corporate existence. Check out the long and "cut by a thousand swords" tortuous demise of AMG. Sadly financial services companies are at the ultimate behest of the Regulator. Previously exemplary providers like CBG can be rapidly brought down to earth by individuals who often do not understand the subtleties and nuances of the businesses they are regulating.