Member Info for Jonnyr

Oaktree, I understand your anger. Coming up to the 12th anniversary waiting for me. I've started selling after hanging on way too long - its hard to really finally give up on a company you've stuck with through thin and thin!

In KB we have an operator, not someone who has expertise of turning prospects in to $. Unfortunately we have the wrong man for the job at hand. Put another way he knows how to spend our money, not how to return money to us.

I think talk of shorting is a red herring, I think Tilly has proven that. Sales may be ‘day’ traders closing a deal to make their 20% but there’s very little shorting going on. the motives of every trade is unknowable and I’m not going to agonise over them

JHFH. I (like many others I am sure) am delighted for you. more than anyone here (LSE) you deserve to be rewarded

US getting up and reading the news??

I think I am just another variation on the theme - sell 10% at 10p is plan A. My head says take more profit (say 20%) whilst my heart says hang in. Of course it all depends on how the world looks at that point, what news has been released, what hasn’t, direction and strength of biotech tide etc

the US is getting in to the office/behind their laptops. If we have US buyer(s) we will see some chunky deals coming through (hopefully). Regardless one days trading wont make or break this.

Drutor,
I’ve used a j bell and Hargreaves lansdown. Not much to choose between them but think fees at aj slightly lower

Some decent buy’s coming through- when I see successive buys of 100k (shares) or more I imagine it’s someone building a position- just what we need!

I disagree Pumpky, thankfully the people who dominate this board are lths, some happy, some hopeful, some worried, but this is the least toxic board I am on on LSE and is generally a positive place IMO.

No problem mri, as jinx says it’s a good day - I’m daring to believe the tide is turning

MrI
Just a reminder we need sellers as well as buyers, where else would the buyers get their shares from?

Oak tree, I wholeheartedly agree.

I’ve been trying to work out why Kurt has been so underwhelming. I concluded that he is (as he says ) an operator and not a developer of mines and he’s been paralysed be indecision by the situation without experience to draw on

Its funny how things are often about perspective... my perspective .... I wish my other CAR-T biotechs were only down 30% - Since the CLN debacle Vlad has steered the ship pretty well IMO

sentiment around the whole market is poor, around small cap biotech it has been poor for a long time. Vlad may be confident but that isn't the same as market sentiment.
Options for buyers include:
large Pharma/biotech buying small biotech
Large pharma buying small biotechs' 'products'
Biotech funds buying in - requires iis and pis to give them money
So (with due respect to Pumpky) him spending his holiday money here (or not) won't make a jot of difference

.... of some small cap biotech activity in the US, valuations still chronically low with many at caps below cash but there are some headlines drawing interest. re rates only come with buyers, watch for buyers, watch for changing sentiment

Looks like someone has been accumulating or buying in (3*250k), almost certainly a pi but nice to have them joining the club/extending their membership

MrIndia,
I certainly done hate you nor even dislike you but you do frustrate me - I am sure others feel the same as I do as well - and I think when I or others respond to you it is in frustration rather than anything more malevolent.
I don't Vlad doesn't care about shareholders, he is one himself after all, but I do think he has realised there are things he can't control (SP) and things he can (hemo) and is focusing as such. I am not saying he is a particularly shareholder centric CEO though
Finally I don't believe Hemo's future is entirely in its hands as I believe the 'market' is hugely important also. That said I hope/expect this bear market to end and biotech to return to fashion as investors look for breakout returns in 2023.
So here's to a better 2023, something we can all get behind.
p.s. Ive no idea if Tuan is a deramper or not as I've never been able to understand a single sentence they have written

Pumpky,
1. Money is flowing out of equities - the big money is v v defensive right now - see BoA Fund Managers Survey
2. Particularly so for speculative growth stocks - read commentary from Biotech fund managers
3. US investors are crystallising losses ( to offset any gains) by year end - may buy back in Jan?
4. I hold Marker, Jounce, Purple, Gritstone and Hemo - all down similar %s. Vlad knows he can't fight the market so (I hope) is focusing on the science

MrIndia,
The silliest thing on this board (by a mile) is you. You appear emotionally unstable and have less understanding of shares and the markets than the hedgehog in my garden. You are an utter buffoon. Sorry to be rude but its true