Member Info for JDF7

Jo80, steady on - you'll be jinxing us with such sp predictions.

Who is Larry Grayson and does he know much about happy gold-digging? :-)

Hellyeah, I can't see this hitting £2 and certainly not this side of Easter. I expect there to be sub-£2 bids if Sycamore stay in, and only a chance of £2+ bids, if two other sensible outfits come in

BigJock - good luck with that.

I expect there will be much share price volatility into the remainder of the year.

I'm assuming Sycamore were simply using their offers to signal wider intention in this sector and/or to get a sense of any possible weakness among the Board and institutional shareholders. I don't think they will come with a sensible offer and then the Board and executives can press ahead with the transformation without the distraction of any further trolling-offers by Sycamore or other bidders at a low-valuation level

Yeah, nice update and you can feel the professional confidence and proactivity of the Board and operational team coming through. I'm happy with my holding here and don't spend time worrying about dips nor daydreaming about how much the sp could multi-bag from here.

Let's see if and when some substantial and good news comes....

I'm surprised how quickly the sp has retreated in the past 3 months.

Now suspension of its Russia-focused fund. Not a great year for sp of LIO. Still feel like it could go lower.

Let us see how many people use their remaining ISA allowances to top-up here in the remaining weeks of the FY, or how any perceived likelihood or reality of major conflict in Ukraine may pull the bottom out of any top-ups and even current holdings. MILA may prove to be a top share for the very patient or very courageous if wider geopolitical or market-wide sentiments change. Then again, drill results may be such that everything else is tuned-out for a while

The BoD only just got that across the line. A hefty proportion of shareholders not happy with it, even with supposedly a better structured LTIP and the claimed more stretching performance targets. Happy I followed my gut at £22 in December and cashed-out for the present

Is silence golden? Or have we been overtaken by much bigger events and massively cash-rich competitors?

Very content to wait for current drill results. If good, lots of potential options and next steps into the bottom of 2022, for starters

How much do you want to bet? And is your wager that we will get none of the money? I reckon we will get over 70% of what we are owed. I reckon the talks between DHSC and ABDX will deliver results both parties can live with within the next quarter

Just re-reading this - https://www.gov.uk/government/publications/100-days-mission-to-respond-to-future-pandemic-threats
Let us see how the UK carries forward in 2022 its end on the ambitions with diagnostics and to what, if any, degree any teams beyond DHSC reach-out to ABDX for a constructive dialogue.

I'm still surprised by the degree of pull-back in the sp here ( and on SMT). I went mainly into cash in early December as I was worried about many of my shares being "toppy" and how markets would react to Omicron and many geopolitical events. But I'm not yet tempted to buy back into LIO and a few others as I still see much uncertainty and potential downsides.

You will have to have a pretty big stomach and confidence in the rest of your portfolio to buy/add MCLS at this point. That said, I can't see the point of selling out if you are in the range of minus 70-90% on current holdings of MCLS as upsides could be multiples of current sp, whereas downsides ( which are certainly possible) are just swallowing the much reduced value of one's holding. But everyone's risk-appetite and financial situation is different, so we each make our decisions.

I'm tempted to add but.....

Iptuf, I agree.