Member Info for idkmybffjill

And I agree with you, the lawsuit is a pesky cloud over our heads. Personally from what I have heard and seen the evidence presented, INDV has a very good shot at taking it to trial and winning / paying out $0. But if you have access to the court docs…the judge overseeing the case is the mediator as well and is pressuring INDV to settle. Which is annoying to say the least.

Yes, I work on Wall Street, so it should not be shocking to you that I am privy to information that typical retail investors don’t have access to (but they could if they could get in touch with the right people).

Management teams often listen to their largest shareholders, especially long term ones. You just don’t ever hear about it, so you think it doesn’t happen. And yes, I do want an active large shareholder who has a lot of money at stake to make sure the board isn’t doing anything foolish like trying to settle the lawsuit at a stupidly high price. This company is run by a bunch of old conservative British people. There is almost no insider stock ownership from board members. They are not as fully aligned with us as they should be.

As for INDV vs. FTSE…FTSE250 is a capitalization weighted index like the S&P500. In a bad year, most individual stocks are down more than the index. INDV is a small component of the FTSE250. So again, trying to argue that INDV fell more than FTSE250 is due to fundamentals…I mean it could be, but I doubt it. S&P500 was down 38% in 2008 but many many individual stocks were down 50-80% even ones that had nothing to do with the mortgage or banking system.

A lot of British stocks are down more YTD than the index. Also, the USD has been strengthening, which also weakens GBP priced equities.

Apeirogon, at their growth rate, they deserve a much higher multiple than 15x. I’ve been disappointed by the low volume of the US listing. We need more attention from US investors. Will just take time.

Also, instead of randomly prescribing a reason why the stock is down every day, have you looked at the FTSE 250? British market has been in free fall, and short of the lawsuit resolution and earnings report, INDV has just been tracking that every single day.

Mythaar, I have it on good authority from someone close to the situation that Indivior’s largest shareholder (10% owner) asked the company to push the earnings date back 2 weeks to allow for the lawsuit to hopefully be resolved before earnings date. So please do not speculate on matters and wrongly assume the company did it because they had bad earnings to report.

“ You asked why I sold at 1784…. so I could get back in at 1584. Thanks for asking.”

LOL, right. You knew the stock would magically selloff 2 months later. Because the broad UK market is selling off. Has nothing to do with INDV.

Get outta here lol. Should’ve used your magical clairvoyance to sell above 1900 instead of 1784.

“On September 22, 2023, Sina Toussi, the Chief Investment Officer of TSC and Managing Member of TSC GP, wrote to Mark Crossley, the Issuer’s Chief Executive Officer and Executive Director, to discuss the possibility of Mr. Toussi being appointed as a director on the Issuer’s Board of Directors (the “Board”).  Following discussions among Mr. Toussi and members of the Board and management, the determination was made not to move forward with the Board seat for Mr. Toussi at this time.”

Not sure what to make of this

Moving with the UK market. Selling off.

Https://www.prnewswire.com/news-releases/indivior-publishes-real-world-data-showing-sublocade-may-reduce-non-fatal-overdoses-among-individuals-with-opioid-use-disorder-in-canada-301939365.html

NoQuestionMarks,

You should email the cfo directly. His email address is listed at the bottom of several RNS filings, as well as the Dutch bond website filings, etc.

Sorry, I meant Q3/Q4 2024**

You mean Q3/Q4 2023?

JAdams, they are about to get a huge tax refund in a few months.

Shearclass, what other comps should we be looking at for INDV?

Continuous CAPEX overruns were why Mime became distressed in the first place…hopefully that’s not going to keep happening.

Got it. Thank you.

This is missing some oil production, no? I forget either GLA or Netherlands had a couple hundred barrels per day of oil production.

What did you expect though? I thought it was a great summary, but Kistos has a lot of risk factors that we don’t know enough about like future weather.

Https://www.youtube.com/watch?v=JYRLx97cw80

Https://otp.tools.investis.com/clients/uk/indivior2/rns/regulatory-story.aspx?cid=971&newsid=1710474

2 down, 1 to go…