RE: SP rerate - worst case scenario19 Jul 2025 16:46
:-) You know you hit a chord when all the traders turn up!
You have a great weekend.
Your speaking to the person who harassed Hemogenyx DAILY to stop using Peterhouse Specials, who forwarded details of every block sell from the recent placees to Hemogenyx. Your speaking to someone who is only too aware of the damage Mint did and spent countless hours on the phone trying to get Hemo to bin the CLNs.
Somehow you seem to think I am blind to the damage done by placings?
Oh Hell no! I have made sure every director at Hemogenyx knew every single block dump recently and proved to them the volumes would not support it any more and they needed to stop.
You think I am this excided about a £120k grant lol!!!!
Lets see what happens :-) All I see are people TRYING to argue the pain will continue without accepting the reality that things have changed.
So lets repeat for the boys and girls in the back row:
Hemogenyx have SLASHED their overheads - reportedly 45% they dont NEED to dry hump us any more
There is no fantasy, there is cold hard FACTS, its right there on LinkedIn, STAFFING OVERHEADS ARE SLASHED.
CBR and CDX are paused.
The clean room generating cash? Yep it could be 2-3 months.... OR he could offer a big enough discount to attract someone in a week, NONE of us know.
A JV with a pharma? Nope, secrets dont get out, that is why when they happen companies rocket, maybe with oil companies or miners with lots of low pay staff secrets get out, but pharma?? Go ask Sarepta shareholders if the secrets got out!
The simple fact is its a Saturday and we have MrJinx, Stu, Micky, Tuan all out to try and deramp and hide any positive posts. Every one of you have 100% sold or shorted, its not even a debate, you have, and every one trying to push a narrative that nothing has changed and Hemo will carry on shafting shareholders.
Universally trying to avoid addressing the change to G-REX, the cost savings from staff reductions the fact that Hemo dont NEED to raise as much even if they eventually do place.
All of you on here on a Saturday wasting your time trying to hide my posts? Lol! Seriously!!!!
Let me be 100% honest with you. I see all your posts and I see Pound signs, I see people who WANT to buy or close out shorts but are begging for a placing at a discount to do so. I see people who are genuinely scared and nervous that I am right, none of you are stupi.... Most of you are not stu... Some of you can read. You have read linked in, you have seen the staff reductions, you know Hemo are shifting to G-REX, you know vlad is very actively marketing their lab to raise funds. You KNOW you cant do sweet FA without placings as cover. I smell the fear in your sweat because you know I am right and god I love it, I am locked and loaded, time is on my side. Month 6 starts now, You KNOW what HG-CT-1 is worth and you KNOW you only had so long to trade.
TIME IS UP. Go on, TRY and argue Vlad has not slashed costs, TRY and argue he has Zero options now.
Tick