Member Info for Lazarus2

*start

Yes of course - you star then

Would be great to get a JV partner pretty soon. The logistics look very attractive so reduced costs of producing = more profit.
Really good news

Don't be such a petulant child - it was a civil question which I note you are avoiding answering...and why would I complain to the FCA unless you are a member?

Jamesp21

It isn't nonsense at all. It happens all too regularly as you well know. I am happy to be educated by you though. Please start by explaining a 10% initial drop on little or no volume especially when news could drop at any time. I accept that some investors become weary and sell but this is more like a raid on stop losses.
Happy to be educated though.

Thats the nature of the game Adamsrib. Of course they will want a slice of the cake. As BlackisleBoy mentioned nobody really knows what is happening behind the scenes. What we do know, however, is that they have presented to the VC market in what appears to be a closed shop presentation., so logic dictates that the board must have reviewed and approved this as a strategy going forwards - otherwise, why do it at all.
With everyone agreeing that a placing would be welcomed then an Investment Bank cash injection should also be welcome. in the absence of an early deal.
Lots to play for here and I am not selling 1 single share. I've placed my bet and the wheel is spinning. Again, just my own thoughts.

I don’t think you are right with your assertion Spec: as VC are risk investors and want to invest early to get a good return.
Time will tell if there are any takers.
As for sp manipulation I have been around investing long enough to know when a share is being walked down by mms on little or no volume. Ask yourself who benefits James.

Morning,
Should have gone to specsavers spec! Sareum has been touted for VC via Edison presentation. These guys know a reasonable bet when they see one and are usually looking for high tech or leading edge advances to get in early. It is how they make their money.
So I don't agree that a placing is necessarily imminent unless it is needed for immediate progress. An investment Bank may just take us up after the presentation. The Board clearly have the confidence to become debt funded as opposed to further dilution.
I don't see any negatives other than the constant manipulation of the sp. Just the involvement of an Investment Bank will trigger upwards momentum, followed by any news. We are on the cusp.

Genuine question for discussion. Do you think we fear spectacular success and consequently shrink away from the limelight?

Morning Nick,
I don't think Ahfam was ramping per se as he has picked up on a rather loose comment from Dr Parker. I also happen to think that 3p is easily achievable, after all, we have breached 3p once on sentiment and speculation. If AIM investing was predictable then we would only need a spreadsheet and a trend line and we would all be quids in. I would not put a timeline on when 3p may be achieved
I think moons made a valid point last week when discussing mcap. Sareum value is highly subjective and speculative at the moment given what is potentially in the pipeline but current value is maybe realistic.
In order to make profit though, this is the correct time to get in to the share if you believe in the science. Buy low, sell high is the mantra. No point in waiting for confirmation of success as you would be in danger of buying high, or, worse still, you may miss a buyout due to share suspension. Who knows - I certainly don't. I do know that this is AIM and that you have to speculate to accumulate.
Just my own view...

Certainly it seems to have been a closed shop attendance.
VC’s are calculated risk takers by the very nature of their existence. It will be interesting to see if we have any takers and to what extent. An investment Bank would probably require a seat on the board but that would be no bad thing.
The presentation demonstrates the intent of our BoD. It is a very shrewd move. Cash flow is the very lifeblood of any company and a healthy cash reserve would provide us with the flexibility to progress unhindered. Not to mention a much stronger negotiating position.
VCs will came at a price as they need to get a return but that shouldn’t pose a problem. Bring it on I say.

Very tight at the moment - mms struggling again with most of us holding. Which way will they take it? More liquidity at 3p I would suggest.

Yes agreed Bridges. We are in the hottest market in town and taking centre stage with any luck. I would be surprised if we didn't pick up from here. You would know better than I how it works behind the scenes of VC's but I imagine a further internal meeting to agree and sign off a level of investment.

Agreed Ahfam - it will be interesting to see whether the presentation is made available to all and sundry and, if it is, when it is eventually released.

Agreed Thoth/WIP - Not so convinced about a RNS being imminent as it would be more conventional for a RNS to be released ahead of the presentation in order to give us all the same opportunity to buy/sell etc:
This is clearly a closed shop event with information being controlled. It won't be anything untoward but it will have to be attractive and futuristic in order to tempt the Institutional Investors - Interesting and exciting times for sure.
Still a stong buy as "No brainer" isn't an option

Hi WIP, Warthog,

They are obviously screening/vetting their audience. Bit naughty of them not to lay down any criteria for joining. They obviously have a selective audience in mind or specific invitations have been sent out. Clearly not your average presentation.

Hi Bridges,

Yes, I tend to agree although Thoth makes a good case for a multitude of deals instead.
I think a buy out is preferrable for most of us as it puts a definitive value on Sareum and makes the selling decision much more clear cut. It may also save a longer lead time for many of us.
That being said, the potential here is quite staggering and progress is clearly being made. I would take whatever is thrown at us. I trust the Board.

I think Thoth my have been correct and that we may go for a multitude of different licensing deals.

Interestingly, if SRRA are hiring it means we may have a partner agreement update coming very soon (Gilead the obvious bet).

Definitely a plan coming together Lumphammer.

Thank you Magic - the time and effort you have put in to educate an oik like me is very much appreciated.