RE: 15 trading days to go9 Jan 2026 10:13
Just imagine if thats true Digittt, I have no idea who this Hamilton account is that has now just suddenly popped up, but I know someone is massively short on IG, likely at the limit now where IG Will say no more, the risk profile is too great. Also on Interactive Brokers they are down to 0 avaiable shortable stock, any shortable stock is already borrowed and gone. What that means is exposure wise the shorters cannot "borrow their way out of trouble", should there be an RNS or a rerate in SP there is no way to just borrow more and short back down. Nor do StuartH have any more warrants to convert, basically whoever is short, they are wholly dependant on bad news or a discount placing to tank the SP to allow closing of shorts in profit.
Here is the thing, Hemogenyx stopped using the toxic lenders last year, they stopped using peterhose and these predatory lenders. They discovered a pool of investors who were willing to pay premiums, to hold, to invest, and that pool IS STILL THERE. There will be no discount placings, there will be no death spiral finance going forward, pinning all your hope on a poorly worded prospectus months ago? Yea not a smart move.
The reality is the Made transfer took a while as vlad said in his interview months ago, that completely stalled the trials which also stalled the spending. Hemogenyx have not been spending lots of money recently, they have slashed overheads probably more than we know. The costs for 2026 might well be £5.6m but that includes wages/rent/international patient maintances fees/LSE listing fees/per patient manufacturing charge and monitoring. This cost is split over 12 months there is not one bill sitting to be paid in 15 days or company goes bust, I think everyone knows thats just stupid.
But..... The wording of the prospectus suggested Vlad would get £5.6m end of Jan I wont argue that, it does suggest it. But then again.... the market is never wrong? And the SP ahs been moving up? Hmm.... So if he is getting 5.6m in 15 days and there is no massive selling and the SP is moving up does that suggest to anyone a peterhose special? Maybe one of the parties he has been speaking too has offered £5.6m as a retainer fee as right to first refusal conditional on completion of the Made transfer and resumption of trials due imminently. OR maybe the prospectus wording was just pants?
Either way, follow the numbers. SP has been rising, shorts are maxed out and we are well overdue some very positive news, if your currently short or "sitting on the sidelines"? Yea, thats your call.