The next focusIR Investor Webinar takes places on 14th May with guest speakers from WS Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
RNS 28th September 2007 - Licence & Supply Agreement for Interferon Beta from Rentschler:
https://www.investegate.co.uk/synairgen-plc--sng-/rns/licence--supply-by-rentschler/200709280704156860E/
New US Manufacturing Facility to open 2020:
https://www.pharmaceutical-technology.com/projects/rentschler-biopharmaceutical-manufacturing-facility-expansion/
Hopefully science shall prevail over politics, regardless of numbers, putting trust in Stephen Holgate where he says:
"...our inhaled treatment of giving high local concentrations of interferon beta, a naturally occurring antiviral protein, restores the lung’s ability to neutralise the virus, or any mutation of the virus or co-infection with another respiratory virus..."
Unlikely today because Jeremy Naylor is wearing a different tie! That's if you check his 7.30am bulletin.
Excellent and very direct questions for Richard to ponder with glee.
Nolupus, it is precise to say the meteorological summer is June 1st to August 31st.
THAT subject should be HOME trial numbers
Between 26th May to 15th June, uk gov figures give number of new covid cases in the Synairgen catchment area at around 152 and a further two cases in last 24 hours - one from Bournemouth/Christchurch/Poole and one from Rushmoor (Aldershot/Farnborough).
Aldershot / Farnborough are slightly over the 40 mile cut-off and Synairgen say this mileage is approximate. Being less than one hour journey time, these cases are likely to be considered.
So progress in number of cases and hopefully Synairgen are steadily adding to the 120 target.
Gap at 33.4 - 34 closed today with a low of 32.8p.
Buyout target £67 = 10 billion ?
Giles, you are writing like Gobind ..."in the coming days."
Would that be 3, 5, 10, 20, 50?
Bergenbio currently up 112% on this news, company valued at quarter billion pounds.
......also a statement of salient points repeating what was said in podcast. I am being realistic. A little more patience required.
I do not think directors should be TOLD to buy. Let them first complete the RCF followed by Hybrid Bond deal, then they can buy-in at a much higher price.
Listening to the podcast, Austin is raring to go, Danny cannot wait to take us to the next level and Gobind is halfway through his marathon.
Last thing I remember, I was
Running for the door
I had to find the passage back to the place I was before
'Relax' said the night man,
'We are programmed to receive.
You can check out any time you like,
But you can never leave!'
Alpha are likely to run out of cash end of May.
So we potentially have up to 9 weeks to breakeven.
This gives Gobind adequate breathing space in the current climate to get that RCF signed-off (if still required) and announce some meaningful AUM.
I would be pretty ****ed-off if they were to announce another cash raise.
Half year ends this Friday and we have Saturday 29th to look forward to!
I am expecting news later this week OR into next week at the very latest. Have been taking my chill pills since July 2018 and can thoroughly recommend them. Good luck everyone including Gobind and Danny.
To add AUM in billions to my list and mkt.cap to AUM ratio:
BLK 6960, 1.25%
BX 545, 13.6%
IVZ 1184, 0.67%
LAZ 231, 1.9%
KKR 218.4, 12.9%
IEP 23.3, 60.6%
EMG 112.7, 2.1%
APO 312, 5.9%
FSZ 130, 1%
AGF-B 39.4, 1.4%
No valuation from me, but selecting a handful of big fund valuations from publicly traded hedge funds (source: 10 Publicly Traded Hedge Funds That Pay a Dividend Daniela Pylypczak-Wasylyszyn Feb 20, 2020) and quoting trailing twelve month figures sourced from Yahoo in billion dollars - company name, ticker, mkt.cap, p/e, revenue:
Blackrock, BLK, 86.5, 19.59. 14.5
Blackstone, BX, 74.2, 20.21, 5.75
Investco, IVZ, 7.94, 13.66, 6.12
Lazard, LAZ, 4.35, 16.98, 2.67
KKR & Co, KKR, 28.1, 9.35, 2.98
Icahn Enterprises, IEP, 14.13, 22.05,8.88
Man Group PLC, EMG, 2.4, 8.62, 0.98
Apollo Global Management, APO, 18.43, 12.32, 1.9
Fiera Capital, FSZ, 1.31, N/A, 0.6
AGF Management, AGF-B, 0.54, 11.48, 0.42
Go figure!
I'm with Johnny. Hybrid news is long overdue and the Blackstone JV Theory or similar is plausible with scope for exceedingly high values. A new hybrid fund No.2.
Confused? I am. Should be 6th / 7th January for 1.845 . 1,84 trades.
Our half year end is February 29th, a very good omen for great things to come in H2. The 2nd December rns was start of Q2 and is 13 weeks duration. The timely manner closure of Warehousing SPV should arrive this quarter. Fingers crossed for a decent re-rate. Oh, and appointment of female director!
Apologies, these gaps are shown on the 15 minute charts. If you check trades within each 15 minute period, the gap at 1.9 is not really a gap because the closing trade on 10th January was 1.845 and the opening trade on 13th January was 1.84; on the 10th January the closing trade within market hours was 2.222 and opening trade on 13th at 2.28, hence creating a tiny the gap and a useful marker for mm's to drive down price.