Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Sharesting. Not sure you should be potentially seeking to compromise a generous source of information. I would prefer to keep information from Maen generic and accept it at face value. In the broader scheme of things these kind of titbits help us consolidate our knowledge. I say, please keep the snippets coming through Maen, as and when, without divulging the name of the Trust.
Worth remembering only three companies have been admitted to WarpSpeed and the first one garnered a US$1.2bn order from the US Government. Now, what is our market cap. again?
SNG is only the THIRD company to have ACTIV-2 permissions. The U.S. and Fauci were all over this back in November.
Pause, breathe deeply, and think of the potential positive ramifications. The first company that went through ACTIV-2 immediately received a US$1.2billion order from the US Govt. That is 2.5/3x SNG's current market cap @200p per share.
Punit101421 - here it is , verbatim
"Synairgen’s announcement that SNG001 is to be included in the US government’s NIAID-funded outpatient Phase II/III
ACTIV-2 platform trial is a massive milestone and strong endorsement of the potential value of SNG001. It clearly
recognises the value of the Phase II data (SG016) presented in 2020 and the potential to reduce the risk of virus
transmission during hospital visits and the pressures on healthcare systems. With first data potentially available in Q2
2021, and the outside prospect of EUA approval on the back of positive Phase II data (as was case with Lilly), we
increase target price to 505p; the future upside from there being dependent on clinical success and ability to supply
SNG001. The company remains determined to supply c.100,000 treatments per month, implying potential monthly sales
of c.$250m."
Excellent find Candid. FinnCap have increased their base case share price uplift to 505p. If we get there in the next two/three months I will be quite content .
Turnstone - you state "what ever happened to remove him has not succeeded.". Perhaps you misunderstood the purpose of the resolution at the AGM. AH was simply not re-elected as a Director. This has absolutely no bearing on him being President or being employed by the Company. The Directorship is more about corporate governance.
Given the links between the various parties including Glencore, how about a reverse takeover by NRR of Amur - discuss
Could intelligent posters please upgrade my thought processes as to why so many contributors to this BB, keep comparing/contrasting/confusing the vaccine with SNG's therapeutic. Throwing my hands up in the air in exasperation.
AZN/J&J/Pfizer Biontech/Moderna are all in direct competition with each other AND NOT with SNG. A vaccine helps protect us against catching CoVid. SNG provides a remedy once WE HAVE Covid or Copd or Asthma etc etc. The two are VERY, VERY different. A new virus requires a new vaccine. Today's vaccines are just of passing interest to SNG. They may have a minor impact on todays SNG share price but longer term WILL NOT.
Viruses have been around since the dawn of time and will continue to be so for ever. SNG's remedies will be required for ever. Big Pharma should be prepared to pay a very healthy premium to earn recurring revenue for ever.
The Numis analysis and expectation of a conservative share price of £9.90 per share, is a thoroughly complete and well reasoned professional piece and I am astounded that anyone who has read it (and given all the supporting evidence) would still have "concerns" about SNG's viability at the c£9 per share. PS I did not mention £50 per share price!!! - which is still eminently possible.
Leaky, leaky. That looks like 14.5 p per share open tomorrow. Expect a further rise ahead of RNS. For a commodity in demand IOF remains well undervalued. Given the medicinal use of iodine, the limited supply, and inflated prices for some pharma's at the moment we are well overdue a rerating.
Cherokee101 - nothing illegal has taken place. It may be unusual (and perhaps unnerving to shareholders) but it won't be unique. It is evident from the actions of both NRR and AMC since AH's unceremonious rejection that it is very much business as usual.
On the money Fendorio. Your summation hits the spot perfectly.
John66 - There will be massive resistance at the 170p to 175p level. That placing price could prove very problematical to breach. The placing successfully took place at the beginning of November, and sunk as low as the low 80p's. Shareholder sentiment may be relieved to see it back at or close to Placing Price and the temptation to bail out will be too strong for the very short term "investors" ( yes even at a slight loss!!!) Lets hope I am wrong but we know that issuance was +/- 35 million shares.
SYN00GOLD - Quite clear then. First dose not yet given. Phase III trial not yet begun.
cbaron -agree wholeheartedly. And the lack of the basics from many does make you wonder if they are ever successfull in making a few quid in stocks and shares. I have often thought people should have a cv declaration next to their handle on these sites..................................but contributors would just lie.
cbaron, if you object to a poster do you not filter them?
Only speaking for myself, I have no qualms about Ilovesushi's posts. Each to their own eh?
For the doubters, disbelievers, uninitiated, scaredy cats, and all those of an SNG nervous disposition please review , digest and read again the RNS dated 14th October. In particular the five bullet points. Encapsulates perfectly where we are today (well except three months forward!)
.........and there's so much more.
What a load of horlicks Dacorum...............................
1) The vaccine companies are in direct competition with each other - non interferon
2) Synairgen with its patent protected interferon was marching into the market place for Copd with or without CoVid - very lucrative market
3) CoVid has helped fast track 15 years worth of their hard labour.
4) Investors will not care a buggers toss what the share price is tomorrow
5) Synairgen made a conscious commercial decision not to rush their strategy
6)
Brookie - Yep, I reckon he will based on the share options he has available for a job well done!! Shareholders not "allowing" him to continue as a Director should merely be an irritant. Job title or cash in hand. I would give up the title for the extra financial recognition, would you?
Hi BrookieBoy - not sure your surmisation is correct. AH was not reappointed as a Director of AMC at the AGM. That does not mean he has been kicked out or put on gardening leave as you suggest. It certainly does not prohibit him in anyway from carrying on with his day to day responsibilities at AMC. The two roles are very different indeed. I would think he is still in charge of operations and fully committed to the cause. I would be 80% confident of this.