Member Info for jaari888

Very good case for 5-10p as a short to medium term target

6 recommendations for Trout's post speaks volumes of where the silent majority are with this stock

That's pretty incredible potential. Generally very few early stage candidates make it thru the full clinical trial pipeline to eventual commercial launch but you'd imagine starting from a base of humanized antibodies the chances of success are higher and so there is real prospect that some day down the line we could be getting dividends worth around or double our current investment on an annual basis ! Of course once the platform/engine shows ability to do that once the market will likely value it in basis of being able to do that again and again and again so can see this being valued at not just 100p but potentially 1000p

Your opinion is irrelevant relative to the share price chart which shows the judgement of the entire Market

If things are so great why aren't PYC Management buying stock like at companies with serious potential like SCE FAB etc

If Management aren't eating their own cooking it's a bad sign about the quality of the food they're serving

There is a reason this trades at fractions of a penny

It's consistent Management failure

ROX paid 10p originally. Usual rule of thumb PE/VC want 10x return so 10p to 100p will do me. Might need a NASDAQ listing or takeout

I was correct in terms of the £400m revenue order book equates to 300 pence per share or £3 per share but obviously that order book will not be fulfilled in one year so it doesn't equate to a valuation. You'd have to apply some thinking re margins and PE ratio etc

Mkt Cap : £13m at 1p

Net Assets : £23m = 1.75p

Funds raised in last 4 financing rounds : £50m+ at 5p average

Order Book : £400m (300p per share)

Main Competitor valuation : €2700m (Brembo)

Just a case of working out how well it works now

Very encouraging comments on today's Investor PO presentation

SCE's peak Mkt Cap was £144m apparently so to get to that Mkt Cap from current £9m Mkt Cap would imply a 15 bagger. So a target of 10-12p per share. That doesn't seem outlandish target to me IF they can show their Customers are backing them (Financing without dilution) and they are getting their arms around the production issues (Operational improvements). Success on both fronts would be enough to see this shoot higher. NB their main competitor Brembo is valued at c$3bn IIRC so it's worth somewhere between $0 to $3bn to the auto OEMs to keep Brembo 'honest' and on their toes.

It is one thing to have options which vest once share price reaches 5p... any Company can issue out of the money options. It's a decent signal to the market and should incentivise employees BUT when it's backed up by some serious Management buying of shares in the market that is a super bullish sign.

Let us not forget their Customers value their product so much they've ordered £400m of it AND are happy to advance £8m in cash to support them for no equity dilution.

Market Cap of c.£8m makes no sense here if they can get £8m of funding with no dilution !

They've only converted 2% of their order book into cash so plenty of scope for more similar financing. I suspect there is some quid pro quo in the background but Management will know the details and they are eating their own cooking by buying meaningful amounts of stock in the market

AI or Machine Learning more like is susceptible to garbage in garbage out

Let me a real human investor in PYC tell you that PYC Management have talked about AI for around 7-8 years but delivered didley squat in revenues let alone profit from AI

Their most senior consultant goes on anti AI diatribes and rants on his personal Twitter. Hitesh Mistry. Fair play to him keeping it real

This fits the description of a lifestyle business now sadly.

Under Dr Millen there were placings every 2 years

Now under Sargeant it's every 6 months. Pathetic.

K o D

There are some people who can't read accounts

Seems nailed on placing here perhaps in next few months only question is what price IMHO

Excellent news.

A lot more to come with all the new investment funding yet to kick in

Sorry but

Revenue is Vanity

Profit is Sanity

EBITDA is b.s.

Utterly shameful the stuff that has been coming out from some unscrupulous people

Spot on trout and it's noticeable the silent majority are voting up your posts much more than the posts of the few remaining stale Bulls

I think Sargent is in over his head and out of his depth running a public company.

To start off your reign in the public arena with 2 highly dilutive discounted raises is a sign of utter incompetence as well as contempt for shareholders

He is in the last chance saloon as far as I'm concerned. He is no Ruben Amorim more a Julen Flopetegui.

I think the stock would go up if the Board had the courage to Sack him.

Well there you have it folks a guy who owns 4% of the Company regards it as F U money which is quite appropriate given the F U attitude of the Mismanagement towards shareholders

Clearly has done little to no research

Doesn't understand the Company

And he doesn't care if his investment goes down or up