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The drop to 11/12 certainly encouraged some nice spring sale purchases. Let’s hope they do not turn out to be last seasons fashion. The big dumps are a concern or a sign. The portfolio is likely worth about 0.025 without doing too much analysis and if there is ever to be CDT news then it will likely move a lot and we can move a little.
All at Sea: sorry missed your question “ what did Virolens have to do with stadium?” . Answer: Everything. As the person running the project was the ex stadium CEO, and the person running manufacturing on Virolens was the ex Stadium COo/ops director!
Currently CDT is back where it was a month ago after a few little flickers of life and light this month. Sometimes biotech is sloooooow. I’m still hopeful of something spectacular here as that it what all us LTHs require and demand. I suspect if all are micro investments suddenly double in value we will still struggle to pull Vela above 3. To get to 4 and higher a zoom from CDT is needed and that means some type of commercial ‘big player’ deal for CDT.
A nice analysis Mr Picky. I’d be delighted with the outcome you describe too. Managed to sell one of my kids investments today at a good profit when it reached over 170, but need to be ahead of 200 and ideally 220/230 to consider parting with my own chunky TT investment. Remaining optimistic and in the short term the divi is good. I think Peter is a short term turnaround and financial engineering guy rather than an improver and builder. So my outlook on his is fix and flog ( 3 to 4 years) rather than build, grow, hold ( 10 years).