Member Info for K3VMC

Andrey

“ The only hope for the Evraz plc is selling Evraz NA at a very high price. So far I see no buyers or no will to sell.”

Rest assured that EVR shareholders see you as nothing more than a carpetbagger. No-one believes that you have any extra insight or knowledge of the Evraz group or the NA sales process.

No offence meant. Your dogged persistence is remarkable, however.

Oppenheimer

“ You can get stock for 1 PENNY!!!!”

I’ll buy some from you!

Anyway, at 33% up on the day, I won’t be too grumpy with you. You are only giving us the benefit of your expertise. Constantly.

PJT12

“ No, not every FDA submission does strike first time but compared with others this company just feels shabby on the leadership front and that was unsurprisingly (to me at least) reflected in the FDA application.”

Correct. They don’t all pass first time. Thanks for expressing your feelings. Feelings are very important. Even more important. Is your great expertise in FDA submissions. Is that in a professional capacity, or just from skimming it, like most retail investors.”

“I could genuinely see the highly risk of a need for a resubmission.”

I’m not sure anyone investor here would accept “genuinely “, from you, but I’m only judging from your repeated trolling on this board.

“Still, I will not be investing and so we'll have to agree to disagree.”

Well, as of this morning I am invested, so we can agree on disagreeing from now on.

Has that overhang gone yet? :-))

Pjt12

“Spot-on, Pyueck. This lot showed their true capabilities when the initial FDA submission fell short.”

Exactly! Every FDA submission passes first time. That’s right. Isn’t it?

I see the resolutions for the GM don’t include incarceration of management.

How disappointing.

Thank you for all the trolling. You helped me get my average down to 21.5p.

You have been very useful.

That’s good enough for me.

Giorgio doesn’t know where the bodies are buried, but he know where all the untapped ENI gas fields are.

All ticking along nicely.

Ilovesushi

“ The company will have no choice but to suspend the shares and put the company under administration in order to protect the lender and protect the assets.”

Strange they didn’t put that in the RNS. Perhaps you should phone the nomad and point out their error?

Rob1967

Thank you for being polite!

:-)

I reckon BEN is worth more than £1.5m, so I bought.

Not that I’m advising anyone else to!!

CJ39

“ It’s just been a disastrous 18 months since the Stalicla deal was announced. I’d like to hear from posters like xxxInvestorxxx, K3VMC, Trickymatters, Mozax for their take on things. I know we’ve not always agreed but they were all very civil and reasonable.”

Sorry, I’ve only just spotted this post.

I really like the Chronos acquisition.

“ Acquisition of Chronos Therapeutics, which features a neuropsychiatry portfolio including two assets developed to late pre-clinical stage and which sits within a resurgent area for Big Pharma, for £899,481 up front, and up to £2.5m in milestone payments, all in Evgen shares.”

Quite apart from the late stage products brought in with Chronos, they now have their neuropsychiatry experience and contacts. Since Stalicla may have decided to play hardball with EVG, they have the backup of taking sfx01 back off them and developing it through TheraCryf.

Clearly, whoever saddled them with “TheraCryf” a) thought they were being frightfully clever and b) has never been gifted a copy of “Marketing for Dummies”. Thankfully, their success will not depend on anything other than sfx001 efficacy in one or more of the many research projects going on. They are all worthy projects, but I think the gliablastoma research will get some additional prominence, due to President Biden’s interest in that field.

I added on the acquisition news, but I anticipated the subsequent slide - no stocks seem capable of sustaining any rise in this market. I added again today, so managed to get my average to 2.18p. If they have any commercial success at all, the first 3x should be an easy reach, but long term it could be stunning. If and could. Just my opinion.

I’ll be adding, gently.

I'm with you on that DSFLAT.

TR1s stacking up nicely. None of them mine.

Stalicla maybe decided to play hardball, but the new partners will be ready to pick up from them, if they walk away.

Ratboy1971

“ Can anyone explain this crazy rise today?”

BEN was mismanaged by AW, who borrowed millions, but managed to pay himself an OBSCENE bonus. That started the rot. The more he mismanaged and pi55ed off suppliers and employees, the more the sp fell. The final cause of holders capitulation was the Baltimore bridge fiasco, with fears that any delay to BEN fulfilling their 400k ton offtake would cause them to become insolvent, or allow Avani to take the assets on the cheap.

There are huge reserves of coal and a willing buyer. My view is that the bridge will get fixed, AW will go screw up another decent prospect and BEN will proceed to make a profit, pay off its grotesque and unnecessarily bloated loans and, eventually pay a dividend.

All my personal opinion, but adding half a million more at £5k seemed a very good buy. Plus, I got my average down to 3.5p.

If you are nervous, please avoid, of course.

:-))

I was a great believer in GGP. God knows how much money I put in to buying the damned things. They sat in my portfolio at a 95% loss, maybe more week after week after week. Every day I logged on, they reminded me what a failure it was and how stupid I had been.

When I got an email from the share dealing platform, asking for donations of any old shares for charity, I jumped at the chance to get rid of that big red minus from my portfolio.

I’ve made worse decisions, but that one is up there.

😁

Itsawrap

Very kind of you. Thank you.

TooGood2Die

You aren’t funny.