Member Info for Lazarus2

Lol - yes my analogy highlighted success not failure Potnak.

@ hotblack - great digging and information thank you so much for sharing. Brighty and Citizen also. Reinforces my confidence anyway.

Thanks for the response Sflf.

Unless you are a HNWI I doubt whether you would have that many more than myself if at all. But never mind.

I get any concerns investors such as yourself may have but I feel you are a self-generating worrier. As a footballing analogy, did anyone expect Leicester City to win the Premiership a few years ago? No - they didn’t have any major stars, limited budget and the competition was far superior to them. Yet they prevailed. Any supporter would have been forgiven for writing negatively about their chances.

My point is that nobody can ever predict. Just as the Leicester fans paying to see their team early season never dreamt of such success, those of us still accumulating at these low prices may be buying the same golden tickets.

One thing is for sure though. You do not pay to go and boo your team constantly.

Hi sflf - I am not going to fall for your negative thread header I'm afraid. Out of interest, what do you call heavily invested and could you explain why you are somewhat concerned.

Just to emphasise the point - this article written in 2021 sums up what happens and why investors can often buy at the wrong time.

https://www.investopedia.com/trading/market-cycles-key-maximum-returns/

Still all good here atm. Sareum is in a much stronger position despite the drag on the sp which, by the way, is being replicated across AIM.

Sareum has been further de-risked and Ph1a results will further de-risk us if good.

Institutional Investors would probably have offered a worse deal than RF such is their greed and opportunism.

Follow the news.

Thanks for your best wishes cfh.

Surfie - A Freudian slip surely - you instead of we?

Sienna - It hasn’t all been down in the doldrums - Sareum has had a few good periods where we have all made good money.

Believe the science and follow the news. Otherwise why would you be here

I hope he is ok too. He was on the end of some personal abuse recently as well as giving some out himself. He was correct about the sp disconnect which is still evident.

The relevance of Brighty's posts in relation to these deals is to bring to our attention the types of deals happening within our sector. So the value of any potential deal for Sareum is subjective to say the least. Brighty's links gives us all an idea of what is out there. The rest is down to the number of shares in circulation. So a £730m deal for Sareum would equate to £10 per share. It is up to investors what futuristic value they would put on 737, 1801 success and 1802 success. If £2/£3 per share is your target then thats fine and would value Sareum at £146m or £219m respectively.

Brightys email suggests deals of a much higher value should be at least considered if Sareum were to prove successful. I am sure you can all do the arithmetic and I would suggest this is the reason for the enthusiasm and quiet optimism for a high share price on any takeover or license deals.

Only patience will win the day on AIM for the ultimate prize but nothing wrong with cashing out along the way.

Meanwhile, in San Francisco, Sareum is rubbing shoulders with thousands of would-be investors at the JPM Healthcare conference.

We certainly have more to bring to everyone’s attention than last year - you never know!

Some good buys going through - I suspect the sp has been dropped due to the demand at a lower price. Potnak is correct and this is a buying opportunity for sure. Brokers and MMs will suppress shares at this time of year in particular as they harvest shares cheaply ready for the increase as we run into the new financial year and ISA allowances. Never changes unless news interrupts the cycle.

Good point HBD and agree with your observation that interesting times are ahead.

I think the BoD have acted quite properly leading up to this announcement despite a lot of flak. So we have a professional BoD still in place, 737 is not dead in the water as a few on here suggested and we have 1801 completing Ph1a trials.

It was also good to see the reiteration of £3.04 sp for 2025. That would give us a market cap of circa £221m. In my opinion this highlights the sp disconnect that Ahfam was stating and which I agreed with. Given the value of recently announced deals highlighted by Brighty and a few others on here, that would undervalue Sareum considerably. I also agree it is a step by step valuation based on news of progress. It will also be very interesting to see 1802 enter the stage.

Lots to come. Follow the news

I think we are a stronger buy than when we were at £2 - plain arithmetic. MMs will have to bid much higher to prise those shares out of sticky hands Gunner. One deal, that is all we need!

Thats ok Bluenose. I understand why so many are negative with Rooney as a manager. Negativity abounds. Seriously though, I can only be honest about what I have stated previously and where we are now. It will only take one RNS to completely transform our fortunes here whether it be license deal or takeover. Due to so few shares being in circulation any significant demand will drive this quite quickly. I guess your glass is half empty. Which is fine.

...IMO the sp remains cheap as chips going into 2024. Then againg I said that at £2. The outlook doesn't seem as barren for 2024 as we enter what could be, a decent reporting period. It will be interesting to see what RF decide to do if the sp moves up.

1801 - no bad news and we must be nearing the end of Ph1a

1802 - Should be progressed in 2024

SRA737 - in the wings and a deal could materialise going forwards.

It could go against us but we would be extremely unlucky to have 3 duds. Timelines are extremely important for us all and we may yet have to suffer more of the doldrums for a while yet.

Interesting that GSK are still on the hunt. It has been stated on here by myself and a few others that Sareum is a ready made pipeline for a major and that we may not have seen the last of them. Sareum BoD has had strong links with GSK in the past. Pure speculation on my part of course. It would be nice to see a major take an active interest in Sareum in 2024 and take a stake worthy of a TR1. After all, surely purchasing at these levels would save any potential purchaser a few million quid before a formal offer is made at a much higher price.

My glass remains half full whilst recognising the risk here.

....Sad times we live in and the world is a smaller and more dangerous place than ever. So many displaced families and refugees through no fault of their own. Megalomaniacs and Politicians throughout the world have a lot to answer for. For those of us all lucky enough to have comfortable lives I wish you all well and hope for a prosperous New Year for everyone.

Mrs Laz thinks you were right first time.

The full results/Data release is certainly in H1. I am referring to a RNS informing us all of completion of Ph1a along with anything else that may be included.

We had a RNS for start of trial so I don't think it is unreasonable to expect one at end of trial. We would have a RNS if it was bad news and discontinued. That hasn't happened either. All of this, of course, in the pursuit of good Investor relations.

.. Must be close or already completed. Hoping for some sort of acknowledgement very soon

Alan...I wish you well as I understand you suffer medically. What you have written is factually incorrect I'm afraid. The sp has never reached £8 per share.

Firstly, The Company doesn't take your money. Your broker does. If you bought at the peak of 9p pre-consolidation then that is a matter for yourself. I think it fair to state that most of us were top-slicing at that point. I certainly did, ranging from 6-9p after years in the doldrums. The market cap at 9p would have been circa £275m with no revenue. It was pumped by the HNWI investment aided and abetted by MM's.

It is in the process of delivering on 1801. It is a long haul with RF sells hindering sp progress. I also suspect that, when/if good news drops, there will be plenty of sellers wanting to get out on an increase in sp. The MM's know this and that is how they play us small investors. They know most who have bought over say £1 are now locked in and they will attempt to take those shares at current low price. Legalised fraud really. No news periods also aid their strategy.

I sincerely hope that you make your money back plus more. Look across the AIM company chatboards and you will see the same complaint time and time again along with board members talking the Company prospects down in order to encourage selling. I have found that patience and taking the emotion out of investing pays off as I hope it does for you. All the best

It isn't intended to be patronising Bluenose. Take a look at the market cap of £40m. Is it fair value as of today? As for most investors seeing both sides, I am not sure I can agree with you there. The sp is beyond the control of our BoD in such a non and/or negative news flow period. Deals are very hard to come by and large pharmas are not an open cheque book as their BoD have to be accountable (rightly) to their own shareholders. I think pragmatism is called for whilst any opportunities unravel.