Member Info for johandesilva

Totally agree with jjp.

On VAL401 there are not many drugs that have the opportunity to make it to Phase III. Interesting fact for you all that there are LESS phase 1 trials that phase 2 last year (source LSE:BIOG factsheet). Those that pass phase 2 will only become more valuable! Large phamas not only need to do M&A but the sector is undervalued (source: LSE:IBT factsheet).

The RNS lacked information, perhaps they can not be more specific. All may become clear for better or worse.

Annoying the AGM held down the road from where I work but I can not be there on the 24th.

Your not stuffed. You can hang in or sell. You and me would only be stuffed if there is a no vote that results in liquidation.

I believe Pokerchips thinks pink is gay colour. London Pride 2018 is over next week and VOD missed the opportunity to sponsor the event https://prideinlondon.org/sponsors/ Anyway here's to 240p+ this year.

ValJu is spot on. I am not happy either especially with the lack of information but will have to vote yes. Perhaps the lack of information is some sort of clue???

Out of interest where is that plank who repeated said there would not be any dilution every time I said it was an option, lol

shoestring12,

I don't want you voting yes destroying my chance to make money from this. I am looking to progress and will have no choice but to vote yes. The upside will be reduced but I don't have historic losses so there is plenty of upside for new investors.

If you are not happy please sell and I am sorry for your losses.

At 120p hang in there Billy this always will be an unpredictable volatile stock for reasons explained by another Bill who a retired City analyst/accountant who posted on iii. Fair value is easily 150+ for those that see the debt as serviceable.

The AA need to get the share price up now (hopefully with help from favourable Brexit) because it is a rare situation where a placing to pay of (some) debt (possibly the 500m) could put this stock in another gear with a more favourable P/E.

What would say Billy? Why do you continue to have faith?

I presume one can get a quote for that kind of money on the open market so there has to be a buyer for this stock at say 2.732p not reported yet.

I do not hold that kind of money in here (I am poor and have a balanced portfolio) but if someone does could they please see if they can get a dummy sell quote for 900k shares in the morning.

Perhaps it is something to do with 2018 Pride London this week. Except unlike actual companies who have sponsored pride such as The AA, this is an indeed a desperate late move.

In fact, I have had to dress up gay this week!

It can not get to those share price levels without a deal. If a deal was worth 200m GPB (it is possible based on other deals include one mentioned by VAL) only then could it get to 33p+ and seed investors can claw their money back. For now I would focus on the next news due that is VAL201 I believe. The deal is a long-term goal but it should not focus. Opposite of VAL201 is eventual dilution but really the upside dwarfs this and should not be investing funds that you actually need.

" we know they are in imminent commercial talks and I’ll keep topping up where funds become free at sub 3p."

Nothing is imminent regarding talks on AIM. Talks come and they often go they do not need to inform the market. The next news is most likely 201 at a higher dose. This and its reformulation should have a reasonable commercial value much greater than the current valuation.

"I can’t say a no brainer but I’d be gob smacked if all the optimism fell flat. "
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The only stock that comes close to no-brainer right now actually also starts with a V. I am fully loaded on the telecom giant.

Nice share price action as we drift down. Charts have 2.25p as the obvious floor but spread should only allow buys at 2.5p. Get your limit orders in*. I have :-)

* Break out from this range could see lows however the chances for upside are pretty unmissable. Put in what you can afford to lose. Good luck

I would get the FCA involved too as no word from the BOD about such a meeting is totally in breach of section 8008135.

If he is doing what I am doing then it means within now and September/October. But do know what breakout means. It means to break out of the pattern either UP or DOWN.

I don't know what I am doing on a small cap forum other than the auto prediction text takes me to VAL rather than VOD. I hold 20 times more VOD in cash terms than VAL and will not have enough to buy an astin martin if this comes good :(

While I am not an expert I don't see anything in the charts to suggest direction. The floor is 2.25p. Stock could go up 4, 5, 6p into new patterns but equally stock could go down to a new downward trend should it break 2.25p. In other words useless.

I don't think they consider geopolitics when they come up with 55% (280p) within 12 months. The sector they use in comparison I suspect is generall telecoms. Another problem with these forecasts is the time period is too long anything can happen. A bit like predicting the weather. 230p within 6 months would be more accurate and do me.

I think putting a value on a stock such as 285p (55% increase) is relatively straightforward but the timescales are somewhat harder to predict and become unreliable like the weather forecast accuracy against time. I have 230p pencilled in for the next 6 months and growth of 18% on my holdings.

European stocks do seem undervalued but I remain to pump money into US tech funds as I can not see the growth slowing down.

Fundaments and forcasts don't support 165 target. Chartist would see 165p as a new downward trend and would not buy. Strong buy.

While no one can predict the future what I am saying is that VOD *should* not break 180p. I have just bought a chocolate hat just in case.

Mandrill, I understand why you think this.

180p is bottom on my family members chart any downtrend to 170p suggests VOD will break out into a new negative trend line that seems extremely unreasonable for the price in 2021 given the fundamental analysis of strong FCF and the forecasts of significant growth in the second year. The BOD in 2018 has mentioned extra spend such as on 5G and while VOD's spending appears relentless in the past couple of years (transformation, acquisitions etc...).

The 2018 report says the dividend will not be cut and FCF would back this up (this has always been the VOD way).

My family are holding and will not sell as the FCF and forecasts do not support this 170 trend line.