Member Info for JustHereForHemo

Saint, The RNS on the board sign off was released, almost in a rush as it was not very well written, because it was deemed market sensitive. Other less important updates yea he does when he wants, but they dont have much impact.

This discount discussion, agree to disagree. My understanding based on discussions that have been had by many of us with the company is that they are hoping to secure funds with an institutional investor. The sums we are talking for one investor make discounts irrelevant if they cant flip due to volumes anyway, instead they are rewarded for their investment by way of warrants(at a premium to the SP) which become incredibly valuable if the results are good. Agree with me or disagree, entirely up to you, this is what I have been told and not something i am pulling from my ar$e, but again these FORMAL negotiations have not happened because the consolidation has not happened so this is NOT inside information.... YET.

Regarding the comments from KP, it was suggested that the company have taken the foot off the gas with regards to shareholder and market engagement, multiple references were made to what is available RE broker valuations from SP Angel etc, they agreed they had more to do on this front and to make use of these resources, agreeing to step up the marketing is NOT RNS worthy, also any marketing etc with valuations will be done probably AFTER first injection as that makes a huge difference to how you sell yourself, but again this would not be inside information so no requirement to immediately RNS.

All I can say is I listened to the recent interview, and the zoom last week and the one back after the AGM, Vlad has been consistent and public with his intentions to avoid a retail Peterhouse special.

Saint, the mCap is unaffected by the SP however the mindset is, at 1p going to 4p we have traders like, no offence, pumpkin who 10000% will sell long before it even hits 2p, as a penny stock it will be traded by the 10%'ers. At £4? Pumpkin will sell, even if its a loss and many penny stock traders will not invest point blank, there is a reason the board is so quiet, alot of the penny share traders have already sold and left. Time will tell but IMO we stand a much better chance of doing 400% POST consolidation with likely more investors who are willing to hold and less penny stock trading going on.

We will find out very soon either way.

1, There may be informal chats, but until the consolidation is actually active neither Hemogenyx or institution will waste time or money entering formal discussions, don't be surprised if there is no funding update until January (yes they have enough money)

2, Anyone assuming there will be a discount clearly has not spoken to anyone at the company.

3, Vlad does not delay RNSs.

About to head out so will check back prob tomorrow but maybe later. Yes Cyrox, your absolutely right, AFTER the consolidation vlad could issue stock once again at 1p, at a discount of 99.99% from £4 or £5, whatever the SP happens to be. Vlad could literally destroy the company and dilute to oblivion and give it away for nothing. He could go back to Peterhouse offering 30-50% discounts for placings for the next year and raise a few mil.

He could bring Hemogenyx back to a penny stock by destroying 75% of the value in a few months.

Other small caps have done it, I can name 5 off the top of my head that go though cycles of consolidation, placing, rinse shareholders and repeat. And IF people believe thats whats happening here? Sell/short/ stay away.

The LTH'ers like myself have however massively increased our holdings, have been speaking to the company, have VOTED YES and are extremely confident that this consolidation is ESSENTIAL to breaking away from the years of Peterhouse special discount placings and FINALLY attracting investment from the institutes that we need.

There are plenty sitting it out, there are loads have sold and there are still many who are short because they are betting on the first option and thats fine, many are penny share traders who would sell when this is not a penny stock anyway.

The first option IS possible so I have 0 intent to tell anyone its not, and if you think thats the likely option, sell, short, stay away. We the LTH'ers will carry the bag and keep adding until we find out one way or another where this is going :-)

Annnndddd.... Im late for a christmas work event :P

Vlad is at the Confrence, how many ears will he reach?...

The "Letter" from MDAnd....We cannot use their name GlobalCo was due a few days ago so imminent *(The final visit was done, it was successful, we literally are waiting for a letter in the post)

The Consolidation SHOULD pass, with it the doors open to PIPE funding AND we will see lots of penny traders like pumpkin part ways, this should lead to less activity on THIS board and more "mature investment" buying in.

Will there be any Christmas surprises? Dont rule them out!

Either way, it looks like the overall short positions across the platforms is reducing slowly, it looks like they just dont want the risk and are able to slowly close out, shame I had hoped for a massive short squeeze but on this occasion I cannot blame them and wish no ill will.

Hopefully a good day, catch you all tomorrow!

That is your decision, the people who are short believe that consolidation unlocks a retail placing at a substantial discount, if this is your opinion then you should wait. On the other hand many of us believe that the consolidation unlocks an institutional investment or PIPE investment, likely to be without any discount, in which case the SP will go up.

In the mean time we have the potential for RNS on an "Official Trials launch" *(I put that in quote because its already been confirmed that the visit was a success, we are just waiting on some sort of official announcement).

There is also potential for other updates which could move the SP Up/Down/Sideways.

If you have 400 shares worth £4 before consolidation you will have 1 share worth £4 after. If the sp doubles you still have 400 shares worth £8 before and after you have 1 share worth £8.

Moor the consolidation will be at 400:1 but the mCap will not change, but yes the mindset WILL change when its not a penny share. There will probably be people who will sell as they just cant cope dealing with a pound share lol!!!

That is kind of the idea, we will lose penny share traders, but hopefully gain investors from a more mature pharma scene. This SP will be very important when Vlad does secure funding though, even with no discount on the SP on the day its still a massive discount on "Fair Value" What we should be on today, and even if the investor holds for years, the additional shares still count on the register and artificially increase the mCap and have a diluting effect on the % we all hold. So yes, lets hope the SP increases significantly before its done :-)

That's the plan pumpkin 🙏

HFH, what a refreshing breath of fresh air to see someone who sold being honest about it and instead of attacking to trade being fair and reasonable. Thank you, and I truly hope your on the hemo train before it leaves the station.

Yep! 100% That is how shorters work! Thats how people with long positions work. They open a position, then leave it alone as the profits and available balance builds up! They dont withdraw cash OR more likely use the new profit/available balance to short MORE, increase their longs. .... The chances of someone who shorts having taken out a spreadbet on IG at 1.7p and just not touching it is next to none pumpkin.

Oh, so you have spoken to Peterhouse? Or Redmond? Or Sandler?

Honestly, people are making some very very very big assumptions about what is coming. IF the vote fails then there is a chance we are back to Peterhouse specials,.

To be crystal clear:

Anyone who has listened to the posts on here and ASSUME that there is a guaranteed discount placing coming after consolidation..... Anyone whom is certain that any future placing will be dumped, forward sold, shorted.... Anyone who assumes Vlad will go back for a peterhouse special....

Honestly, DO YOU TRUST the integrity of those whom are telling this to you? Lets be honest there ARE some insiders who are always inside for the placings, has anyone heard Stu repeat this? Or is it based off outsiders with ZERO inside knowledge who are GUESSING there will be a placing because they want to short and have a trade?

The very bottom line is a discount placing with retail WILL not work, there is no appetite. The model that hopefully will take place is an investment AT MARKET VALUE with warrants attached. To an investor which will be holding the shares pending results of trials. Believe me or believe the trolls who have open shorts, YOUR CALL.

The interview at 6mins in made it REALLY clear, the SIV was a success and they were waiting on a letter, there is an EXCELLENT chance of an RNS Monday morning. We will find out if it happens and if it does? And your short or sold out? And you did so because someone on the internet promised you this was going to 0? Maybe next time dont listen to random strangers.

Annnndddd.... Closed, Fingers crossed for a 7am Monday Red Dot! Pumpkin, you say that but they increased the short position below 1p and its now 1.2 to buy, thats > 20% and if your short using leverage thats a big chunk! Its like that song the Gambler, you never count your money when your sitting at the table.. If those short have extended their shorts, used their available margin? They could easily be wiped out on a good RNS on monday morning.

Haddy, might I suggest you take the opportunity that many of us have and speak to "old man redmonds" yourself lol, or Vlad, both seem open to engage. You are 100% entitled to your belief and to wait for whatever you want to wait for, but may I suggest you stop posting your GUESS as a fact, when the rest of us whom HAVE spoken to seek clarity are extremely confident?

This is amazing, and thank you for sharing, but on another note is anyone else expecting an RNS Monday morning? And really excited about what happens when the shorts, who had a chance to close, get stopped out? :-)

Pumpkin are you waiting for me to disagree that this whole process was badly timed and communicated? If so please continue to wait! :P

I 100% cannot blame you for that trade, you were much faster off the bat than I was, and as I have said I Would gladly have done the same on this occasion, but I was wayyyyy late. So yea, no barbs attached, well done on that trade.

That said the shorters DID pile in, like they even published articles, but honestly can you blame them? Vlad messed up the communications.

I would hope however by now everyone has seen the interview which cleared things up AND if people had additional questions they contacted the company Vlad and Peter have been available to clear up any remaining confusion.

On Friday there was a very scary RNS that gave everyone a knee jerk reaction and the justification for it only arrived on Monday night. On top of the initial reaction we had a tonne of active detractors on here shouting about 0,5p then 0p target and we have shorters publishing articles targeting Hemogenyx giving guidance HOW to short. If you had read here on Friday or Saturday we were being told it was guaranteed there would be a massive diluted placing immediately after the consolidation. They were being promised free money if they shorted pretty much so its hard to blame people who did sell or short.

Be interesting to see how long they survive, especially those on IG or Spreadex which have a habit of closing out people even if they only hit 49% for under 1 minute..............................................

Its worth revisiting the interview for anyone with doubts:

https://youtu.be/8fKji8tNJuM?si=--32p-m2lsj-dZzp&t=360

"We went though the site initiation visit, SUCCESSFULLY, last Friday"

Sadly HH, LSE is the most likely landing site for people looking to research Hemogenyx, with them entering clinical trials the audience will shift from traders to investors and potentially patients and families. Might be worth contributing more often, in particular because having sold and bought back people will appreciate you have less of a biased opinion than people like myself.

IG I presume your asking Mr India? He appears to be in bed, may I?

No.

JRDC, AVCT have a £55m CLN, why would you expect it to behave any differently? The conditions are far more favourable than Hemo struck with Mint a few years ago but its never about making shareholders better off its about churning though vast sums of money at shareholder expense as quickly as possible. Setting aside the CLN, which is difficult as honestly the SP there is never going to "moon" until its gone, you have mCap. Hemo is what? 14m, Avct is? 180m? its easier for Hemo do 100% on news than Avct purely because of the numbers HOWEVER it works against Hemo when needing to raise funds, AVCT has no problem doing 2-3m placings every other month where as HEMO struggle to do that in a year.

The fundamental issue here is liquidity, it does not matter if Hemo were to go to Mint, Peterhouse special placings or even using Heights Capital Ireland LLC as per AVCT, no issuer will offer substantial amounts to Hemo at ANY discount because the mCap is too low and therefore there is no liquidity to churn stock. Hemogenyx had a failed placing attempting to raise £3m, the share price was too low, the mCap was too low, the headroom was too low.

AVCT may not be a penny stock, but neither is their SP north of £2 or £5 so they too are excluded from many investment opportunities in the USA, discuss this with their board and ask if its true.

Hemogenyx will need a few million, I guess 3-5m, Vlad has asked the market and the market has said no, throwing a bigger and bigger discount does not suddenly make it more likely. HOWEVER being only 14m, about to enter trials with a CART-T for oncology with a very high chance of success in Phase 1 represents an incredible investment opportunity for speculative investors in the the US, believe me or dont but I am told by people I trust that many of these investors, be they funds, companies or others, point blank cannot invest in Hemogenyx as a penny stock.

Getting rid of penny status is not to make hemo more attractive, it already IS attractive, lets face it the upside is huge when they are funded, but BEING 1P MAKES IT SIMPLY IMPOSSIBLE, there are laws, regulations, covenants and rules. AVCT wanted 55m to fund years of development, Hemo want a few mil to get the first few patients through phase 1....

IF these ARE speculative investors would they want a discount? Surely they want to maximise the upside on success, that means warrants vs a discount now that is pointless if they cant sell due to liquidity.

I apologise for the essay, truly, but I hope more people can follow the logic instead of just assuming every funding related update is bad. That is not true, funding is the number one issue here and it must be addressed. Vlad MUST convince these investors to invest AND HOLD. Nothing is guaranteed and none of this is possible unless we all vote YES.