Member Info for Kashdog

Referring to your 0958hrs post!

Maddog, did nobody tell you that shares can go up or down? FFS!

WTP, I can see you have a sense of humour, luv it…you know I will try and test it at times! :-D

AB I think that your observations on the behaviour of posters is bang on and it could be applied to most, if not all, of the BB’s I read on LSE chat.
SCLP chat is more entertaining than others due to the sensitivity of some posters here and because of that I could be accused of chucking in a bit of spice that draws some indignant responses!
I feel like you have defended me in some way and if that’s the case then I appreciate it but rest assured, I do not get at all perturbed by any comment from someone, like all of us, that has the anonymity of these BB’s.
I think we’re besties now!! :-D……but don’t expect any preferential treatment! :-)

WTP, I’m not sure I will ever convince you and others that I have never intentionally ramped or deramped so I will not try.
I, like you, have considered averaging up but I am heavily invested here since last year and it was one of my better investment decisions. However, tempted as I am, I like to maintain a diversified portfolio and not put all my eggs etc. etc. If it dips further I will have to reconsider…not very subtle that but it is the best I can do! ;-D

It must have been my subtle deramp that bashed this today!
Seems I have cut my nose off to spite my face :-0
I’ll try and think of a subtle ramp for tomorrow!! :-D

Hahaha :-D :-D ;-D

Blimey!…I am sure I am not that clever and nobody I know has ever accused me of being subtle!!…I’ll take it as a back handed compliment as I point out that my last comment, in my previous post, was to say that I would not be unloading and my “attached” opinion was a “Strong Buy”…what part of that is a deramp?
Moon party believes we are “flying” … I believe he is making an assumption about things that we hope will happen but as of yet we only have approval from SAHPRA to conduct trials and a defined delivery method that is only relevant if the trials are successful which is progress but it is still my opinion that it is slow.
WTP is clearly a conspiracy theorist who probably spends his evenings and weekends looking for Elvis!! ;-D

Tenzing, good spot!… sounds a lot like SCLP not just with a Covid vaccine but with Cancer platforms as well but that is me not really understanding the science despite some informed posters sharing their knowledge on here.
I am wondering why CEPI are funding Gritstone and not us.…there must be a reason, considering we are slightly ahead and at the point of starting the trial in SA … the same location where Gritstone intend to run trials.
I get the feeling that SCLP are slow, slow, slow and the concern for me is that we get beaten to the punch with a potential outcome of personal financial damage to us PI’s.
I am not trying to be alarmist but this has dented my confidence…not enough to unload though :-)

Naive investors indicating that we need media and TV coverage demonstrates that they have no clue how markets work!

The RNS signals to me that SCLP are confident in Covidity.
Identifying the delivery system is an important step but not critical. I am not currently concerned with the SP. The results of the initial trial, if positive, will move it but institutional and private investors will need to see how Covidity and the other platforms are going to be monetised before patience is significantly rewarded.
Hard to say what “significant” might mean but it could be anywhere between good and unbelievable!

Old blue, I’m pretty sure you are cutting and pasting your content from your previous posts…all based on your very strongly held view that this is a winner!…it never has been and any likelihood that it will be, is diminished with every day that passes!
Do you have a view as to when funding will be required as cash in hand is dwindling.
Do you have any fresh news that supports your optimism?
I think you should reassess the facts that exist here rather than regurgitate what you hope will happen which clearly ain’t happening!

Not sure how he knows who is selling or buying…. to me it’s guesswork based on comment…but even if he is right, the number is still less than 0.5% and the SP remains steady and for every seller there will be buyers while this share retains it’s potential.

815 million shares in issue!…who cares who sells or buys a couple of hundred thousand? It’s not the “who” that matters, it’s the “why”…at those levels I would tend to agree with AB that there are some locking away a bit of profit…whatever it is, it ain’t caused much damage!

I am not knocking Scancell..it is a strong favourite for me.
However, the speculation here that someone (DE) with intimate knowledge of Scancell and its potential is selling does not make sense unless they are happy with profits to date and have other opportunities for those profits….or they are aware of something that does not give them confidence in the stock whether that be strategy or progress or something else…Progress would be my concern. I looked back at the Scancell presentation in Feb 2020 (available on the company website) and compared it with Lindy’s latest and apart from Covidity there does not appear to be much if any progress with their other platforms in the last 18 months and even longer.
If you take blind optimism away, there is a case for smart investors who may have got in here in early to mid 2020 to walk with 300% profits..Personally I won’t be doing that as tempting as it may be.
For me, I think Scancell and their investors need a result with Covidity in the short term …but we are a long way off monetisation of their other platforms given progress to date.

Any of you LTH’s remember this from October 2016?

“ The Board of Ascent is pleased to announce that it has conditionally raised approximately £4.5 million (gross of expenses) through the placing of 349,901,027 new Ordinary Shares at a price of 1.0 pence per share and the subscription for £1,000,000 in principal amount of new 2016 Loan Notes at a price of £1 each with existing and new investors. This is expected to provide the Company with sufficient funds to complete the programme of works required to bring the Petišovci field into production in early 2017.”

Several other funding rounds since then…wonder where the money went?…BoD lifestyle maintenance is my guess.
Ascents licence in Slovenia is not held by Ascent, it is held by Geonergo which in turn is owned by the government through their national oil company and expires early next year (2022).
No permit extensions issued since initial application, no EIA submitted, no litigation commenced, Cuba / ESG is just smoke and mirrors, nothing tangible there.
Don’t forget this years audit report. The auditor cast doubt on the company having the ability to raise further funds and therefore the ability for the company to remain as a “going concern” …it’s in the Annual report.
If you are somebody reading this BB as part of your research then I hope this helps but for Chrissake make sure you do some quality research and as part of that look back at the communications on the investor page of the company website and the story will unfold.
For existing holders, I am not trying to cause distress, it is only my opinion, you can ignore it…I wish you good luck feeling that you are going to need it!

A pic of a workover rig does not a fortune make!

Bernie Longer, I think there is some doubt about the prospect. I have not been in here for a while but the optimism I have scan read seems to be wishful thinking when you look at facts. This is not a free flowing asset!…there are issues. Maybe they can be resolved, maybe not!..many months have passed without clarity on the assumed potential here. The SP performance today is likely linked to the global oil price going in a southerly direction but I am not convinced. Personally, I am expecting negative news here based on the lack of “good news” in the months since the well was perforated. DYOR or not, it’s up to you!

SA appears to have two vaccine manufacturers with the capability to produce vaccines, Biovac and Aspen.
Biovac will manufacture Pfizer in 2022 and the link below highlights an arrangement with the SA govt to have “locally” produced vaccines!
Potentially, Scancell could be involved if Covidity trials are successful.

https://healthpolicy-watch.news/africas-first-mrna-hub-to-be-set-up/

Partnering would reduce overheads but contracting out would increase profits!
Not sure if there is production capacity out there.
All speculation until Covidity proves itself.