Member Info for Jimzi

who cares - I'm in profit!!

I generally agree with that - here though the iis would have been kept in the loop about P3 progress esp if they may be asked for assistance - the Imutec statement was June and the markets have changed somewhat since then for the worse.

I'm trying to say, there is one thing holding, another if you are asked to add.

Woody, & Invesco are stuck - they can't get out but the other 2 have a chance,, albeit at a sig loss.

The co is great - its the general market I have concerns about.

That said, I could be completely wrong.

last month said sig surplus cash at yr end in RNS- so whats this funding all about in an interview.

bottom found.
Another week or so to make sure selling done imo

price action looks like a placing coming but from last month RNS

Currently, the Company expects it will fund the remainder of its 2018 development expansion plans from internally generated funds and have significant surplus funds at the year end.

Looks like a safe miner - so bought a few.

Spot on with that point. What I find puzzling is HL dumping, if it’s them. They are normally very supportive of frontier companies, they still hold 13pc of WSG and recently upped their stake in CPX and I can’t find them selling reportable stakes in any other small cap. So it’s not an AIM thing. To me, the prospects of these companies are inferior to here.

That makes more sense. Still too early to say it’s finished and I’m still concerned at this sig dump level. Better they are printed than hiding though. Let’s see if a tr drops to shed some more light

Certainly better!

Need to see some large trades to get a better idea of dump over- cause they are crafty buggers

Cheers.

So the reimbursers will be happy assuming the figures produced are accurate and the Doctors can rely on the FDA approval.

That’s the question. If imutex are finding it difficult to get external funding for P3, seek can cough up their portion but hvo will have to find their share. One ii may not be happy. It’s something that’s very possible in the current climate. Or it could be just an ii exiting at all costs as it’s immaterial to them what price they get is. One thing exceptionally unlikely is woodfood selling. The loss of face would ridicule him. It would be nice to have an analysis / Reasoned opinion based discussion as opposed to singing off your own respective hymn sheet posts , can live in hope. !

Petech. The last broker note showed £7k saving on hospital visit over the comparator drug. I asked 2 months ago who chooses the treatment in the US - the doctors, insurer, the hospital or the patient? ( because someone mentioned doctors preferred vac) I can’t find out from the web- can you or anyone else she’d any light?

Interesting idea - do a RNS in advance saying a sig holder is about to dump the lot..

This is similair to final CLNs being forward sold but worse as at least with CLNs you know how many are being sold so you can calculate when it ends.
Here you don't know who, just one or more- or how many - or will they stop, let it recover and start again.

Thats why as Moz says, if you like the co, little and often if you can but to me this looks l like P3 funding possibilities.
Its the only thing iis would be aware of that we pis would not.

At the end of the day, its a good company doing good things and its not going under - its seems to be in a transitional phase.

Appears many don't quite understand how markets work.

The last big reported sells were around 32 and 26p . They have yet to be sold.

The buying today at prices below the above means there is another unreported sell someway below this current price.

MMs don't buy at 32p and sell at 23p

It is the extent of this dump that has concerned me - I thought it was de-risking but that would be more orderly over a period of time so the market can absorb and you get a reasonable price over staggered trades - this is akin to I'm out whatever the price and now.

I can only think of doing P3 alone - anyone else - feel free to comment as its just a pure educated guess.

yep, his buying skills look pretty crap!!

Invesco have about 4% slack.they could buy with - you would think they would be piling in Re previous price paid.

Funding P3 puts a complelty diff complexion on the short term horizon - but possibly very lucrative longer term

Good that pis taking up some of the offload.

500k ties in with the protected dump.

I still keep asking myself why is this ii so intent on exiting at any price - the only thing I can think of is that P3 may have to be done on our own which would be sounded out with the large holders as it needs their support.

Pharma is in the dolldrums and has been for sometime so sort of adds up. See MTFB - all time low nearly with sucessful P3

As per, we will be the last to know.

Nice one Stew - a tad over exposed though?

Anyway, try and get a seat on the BOD to find out whats going on!

Theres about 100k available below the ask - any larger price shoots up.

So not only does the price mean its a NT, the mms book says it. .

That trade is a v encouraging sign really.

I would suggest it was an off mm deal so no book effect and then a much smaller delayed sell yet to appear to explain the price drop.

MMs don;t get the price of their own stock wrong.

Yep - DFB

sb at 16.51.