Member Info for HunSen

Smirk, HNY! Well worth reading the links Albino posted, I believe there were some very positive outcomes presented at ENDO earlier in 2020, the statistical error in the previous filing is now understood and I believe the EMA has allowed it to move forward without another Phase III trial - that seems very positive.
Approval expected in Q1, although these are funny times, would hope to wait less than 13 weeks now.

There is also some overdue news flow;
- I would certainly expect news of early Alkindi sales in the next 5 weeks (Interims due early February)
- US Alkindi sales due to come with a milestone payment from US partner ETON
- would also hope for news of a Japanese partner / deal

Together with Chronocort, I would hope for a series of positive news in a short period of time.

Hope that helps.

Happy New Year Albino, All!

Just thought of and ran an interesting Sharepad screen, comparing todays (half day) volumes with yesterrdays (full day) volumes. Results interesting (posted on Twitter - search #DNL). DNL is ranked 45th highest change in volume, DNL increase was 514% on yesterday.
I compared around 1,800 listed shares - DNL ranked 45th. Perhaps something about to happen.

Sorry typo Chronocort $1b market in the US.

May be worth looking for #DNL on twitter, starting to gain some interest on the anticipated approval in Q1.

Good to see some buys and the price holding/up today in an otherwise down market. Overall trading volumes are still lower than previous months.

Chronocort is the key $1b overall market in the UK (compared to Alkindi market of $100m), $3.2b opportunity worldwide.

Been holding LLOY for a long time, looking to reduce as there are so many opportunities elsewhere.

Learning from history; take a look at the 1 year chart, LLOY hit a high (almost a year today) after the general election, LLOY was in the middle of buy-backs, paying a regular dividend but started to fall before Covid-19.

I don't know where it will go next, but we are far from being out of the woods on Brexit or Covid - the economic fall out has yet to be measured, not to mention very low interest rates.

Sorry I don't share the positive outlook , but I find it hard to justify much of a price increase on LLOY. Resuming dividends may boost a little (but only by as much as the dividend IMO).

Talk of 60p and 70p here sets the price as if none of this (brexit, covid, interest rates, possible loan defaults) happened, very happy to be proven wrong, I'm reducing but will still hold.

Quite likely to finish heavily down if you think of the risks;
- tonight we leave Europe and the rules change
- things could remain the same over the weekend (no effect but bounce early next week)
- or Kent and Calais could turn into a lorry park due to document confusion
Why hold the risk over this new year period?

Boris just locked down most of the country - it will not gain

Picked up SLP a few months ago, very happy with 26% gain to date. In response to your posts, Sharepad is also showing a similar target price at 143p and a dividend yield of 14.1% (anticipated special dividend I believe).
Hope to increase holding shortly, currently 5% of portfolio, I have set a maximum of 8% of my portfolio for high confidence shares - I think this fits the bill.
ALB

Hi Amunro,
their plans appear to be moving forward, they are recruiting project managers and supply chain staff (source DNL careers & Indeed), so that demonstrates confidence I believe.
It's frustrating to see this negative today - only 2 of the 24 shares I hold in the red (DNL & LLOY) + 3 non movers.
Managed to pick up Alibaba (US listed) yesterday after a 2 day drop. It finished in HK this morning back in a plus - so might be able to take a quick profit.
ALB

Hi All,
I am looking at YGEN after it came up on a screen I have been running on sharepad. I I am watching the results presentation now but some of the terms are a little new to me - can anyone give me an overview of the product range and what kind of revenues they might generate?
ALB

Hi All,
I have just picked up INSE on a Sharepad screen, I have noticed 73% of shares are owned by institutions or individuals greater than 3%, the company is growing and forecast for sales and profit growth (part of the screen I run). Clearly Covi-19 will harm growth, can it recover? How sustainable is the growth in the market (can it continue for years to come)?

Could anyone who is more familiar with the company offer a summary of views? I'm looking to rebalance my portfolio in the New Year and this could be a possible buy.

ALB

Hey all,
just a friendly message to wish all contributors here a very merry Christmas.

I don't do SP predictions (unless you look on the LLOY board - and that was just for fun), but I do believe that we have got BREXIT done (I wasn't a fan but let's not argue about that anymore), Santa and 2020 are nearly gone.

I do predict (and hope) positive SP movement will RESUME in January - remember we are already up by 96% year on year and 150% on the years low point. The distraction of BREXIT trading is gone and people will be seeking value.

We have also become revenue generating, we have a fantastic product approved in most of the world and a great product pipeline with imminent news. We have cash (from shareholders) and an experienced Management Team who are both committed and incentivised to deliver a business plan that is in line with shareholder interests. Just one note of caution on that, even the house broker says there may be further calls for funding.

Caution aside, I think 2021 may be even better for DNL and I wish you all good luck.

HunSen
@ConsultMattR

Please don't start the Falkner guy off with his predictions.

I think the market knew already, but it may make another 5% but don't get caught out. My guess 40.5p.

GLA

Falkland, what are you smoking? Why would you think LLOY is worth 16% more than it was pre-covid with all the additional risk it has taken on and the reduced profits? I would expect an increase today, possibly 40p - 45p is 21%.

Perhaps you can explain where you get your numbers? Is it a bingo machine?

I think there was a hidden benefit to this RNS - it reiterated the forthcoming milestones, highlighted that this company is very good value and that the management team are committed and incentivised to deliver the business plan.

I think the targets and incentives are quite good, if Chronocort and Alkindi hit sales targets , Chronocort gets approval for AI and Ditest gets to Phase 3, I think the share price would be well beyond 100p.

The share price is the easy target - the other targets will take some work by the management team and that will deliver the share price, and if these targets are hit, the SP will be well beyond 100p.

From Twitter, quite a few people seem to see the potential, I’m hoping DNL will get recommended as a small cap for 2021 (I don’t know about the other shares on the tweet)3 Quality stocks which are set to go ballistic in Q1#DDDD - Nasdaq uplift for global leader in the field of live Biotherapeutics #DNL - EU approval for Chronocort drug + US partner deal with BIG $Upfront IMO#OPTI - profitability re-rate & Nasdaq uplift announcementALB

Elir,
looks like you have done some good research and I appreciate the intelligent discussion points, I will look a little further over the next few days.
Oil does come with some additional risks, you should also consider that many developed countries (long term) are looking to reduce their dependency on oil - if this results in more supply / less demand, the oil price will drop and this may make some of the new extraction methods (e.g. fracking) non-profitable. However, that is 10 years or more away (if you believe Borris).
I think what you have described is where the £10m intangible assets are, if your technology is proven successful this could well pay off through licencing or technology sales.
Sharepad history on TOM goes back to 1990! Not sure how much of the old team remain but they used to be profitable.

Good Luck.

Hi Guys,
thanks for the feedback, as I said in the first post, I don't understand this company and I was looking into the case for investment.
Sarir - tips, SLP - cash rich, Sharepad price target +83% on todays price, 14.2% div yield (special div expected) - not a millionaire yet.
Elir - thanks, point taken.
Jo - good points.
ALB