Member Info for Jonnyr

I don't believe this is a market crash, more a market correction. The black swan is Ukraine but fundamentally this is a correction of the frothy stocks. sadly those stocks with strong fundamentals are suffering a bit too. I think for those who believe in EUA's fundamentals its a case of strap in and deep breaths whilst we ride this one out

I was rather taken with the hypothesis that small cap biotech money was heading in to crypto. The tide will turn, it has done for millennia, could the tide be turning on crypto and back into small cap? That is my bet and why I’m (trying to) stay sanguine

Thank you folio. A cogent response

So someone raises a legitimate concern - the Ukraine situation is real - and we get the Tommy Robinson show turn up with all their aggression. Great,

Midsummer, I am worried. there is a strong belief in uk government that he will invade. I’m concerned about the ensuing sanctions but don’t know how they might affect Eua

Jhfh, I never doubted it. Keep up the good work

Just looked it up... Maxida Marak

JOhnthegolf, during a period of insomnia last night (3-4am) I turned the World Service on and there was an interview with a Sami 'artist/performer' about her work and her upset about the mine. She said she was v active protesting against the mine. Her arguments were predictable as were the Beowulf comments provided to R4. What was interesting (to me) though was her saying that most of the town wanted the mine and her overall tone suggesting she accepted 'defeat'

Forgive me if this has already been posted (but I haven’t seen it here). I hope Swedish ministers have though
https://www.mckinsey.com/industries/metals-and-mining/our-insights/the-raw-materials-challenge-how-the-metals-and-mining-sector-will-be-at-the-core-of-enabling-the-energy-transition

Patagucci, I would add that most small cap biotechs have a struggling SP and this is in the US as well as here. Of course there are exceptions but mostly £or$ has been going elsewhere. Having repeatedly seen the disconnect between news and SP on many of my own shares and others I follow I know the frustration well. That said I believe the tide will change and small cap biotechs will have a better 22, I just dont think it will be straightaway necessarily, nor do I think this is a Hemogenyx problem, rather a small cap biotech one

Thank you for posting Pocko.
I actually read it rather positively. I thought the line
"But Karl-Petter Thorwaldsson believes that the parties will be able to reach a solution together."
most encouraging

Ian,
Your neighbour will get moved in the coming weeks. Accounts are being moved daily

I understand the desire for an asset sale but if the BOD decided on reflection that the offer was at a (too) large discount to full value should they proceed with the sale?

JHFH, as you say we have all had our patience tested this year and we have all had our doubts at some point.
Investing in Hemo is part science/research part faith and youve led the way with both so from me, thank you. I've learnt from you and admired your faith

Manro, Kurt posted earlier with his condolences - I assumed 'kurtbudge' really is Kurt!?

CD, similar thought ....I have money coming in 24/1 and was hoping to buy a large slug of shares then and lower my average price. Ive been much encouraged by the recent newsflow

Dealler55, I too wondered/hoped the BOD are storing a Christmas Eve RNS for us!

I believe what we have seen is a detachment of fundamentals and sp and this has beset many small cap biotechs, both here and in the US. There is a US fund manager who runs a fund who is advocating a short squeeze - this is just another facet of small cap biotech negativity.
The tide is turning though I think. Its looks like the US tech behemoths might be falling out of fashion and investors will look for new sectors. At that point Hemo will be superbly well placed and we will see the link between fundamentals and sp realign. All IMO

Well said JHFH. Spot on with all your points.

I can’t disagree with much of what is said. But For me the key point is that there has been positive news, there is traction, it might not be as much as we would like but… I’m also invested in purple biotech (down 11%) jounce (down 4%) gritstone (down 10%) and marker (down 48% and seemingly in free fall) and the iis on chat forums for those is similarly confused and disappointed. Hemo is perhaps unique in some ways but in terms of sp performance not so much