Member Info for leas

The question investors who are in for the journey should ask themselves is whether or not the P3 trial can be concluded before the cash runs out in 2023. If not then I can see Avion buying the full commercial rights to Lupuzor with a takeover. Similar thing happened when I was invested in HVIVO. With a current MC of around 20m a promising blockbuster drug is a steal.
I can imagine Avion will be very quiet on the PR front whilst IMM languishes in the Doldrums. Before any investor 'hails deramper' I have invested and researched IMM since 2009 and the Cephalon deal.

Of course my opinion and I do genuinely think Lupuzor will be commercial at some point in the future.

Pics
25 Feb as today.’
Do you not mean 12th Feb? The GM on the 11th will be ex div if the proposal is agreed.

Yet another £6m trade. Split into 2 x 3m and both executed on the day’s high. Wouldn’t bet that the other 6m was a buy also. Very coincidental.
Convinced money is being moved in.

6m trade reported after the bell together with some other institutional size trades. All red, but are they.?
Information always ‘weighted’ in favour of the city boys.

Spindler that’s how I’m reading it. They don’t want to lower the price too much as it will encourage buying and don’t want the price to get above 2.50 and have to buy higher.
Personally I am looking longer term so will be happy post GM.

Sadly Chris, fundamentals go out of the window. More traders now than investors. Usual pattern is that it rises towards the close and then the large institutional trades get published.

Fwiw, I think the market is very much focused on so called recovery companies. A lot of the institutions will have annuity payments to make.
Only a matter of time before money comes back in. Many companies will struggle to pay a dividend in this recession and banks may be encouraged to keep hold of their profits.

Yes you can ‘ISA wrap’ your investment and not pay any tax on any gain or on the dividends. £20,000 in total.
If you don’t do anything then you will be liable fir tax on any dividend value of 2k and above.
You will have to hope that the ‘spread’ is quite tight and the cost of dealing charges and duty is less than the value of any tax liabilities if that makes sense.

Less liquidity, improved EPS. Should be more appealing to institutions looking at covering their annuity obligations as other sectors will be under pressure to maintain them.

All the best mags :)

CEREUS
From memory Walmart wanted to team up with SBRY but the M&A blocked it.
The Americans struggled with Asda as they don’t like operating on the tight UK margins.
Going forward, what will benefit TSCO will be the buyout of Asda by the brothers that own EU garages. Already their syndicate is planning to sell off Asda Petrol Garages, the logistics business supplying stores and I would guess giving up some of their store space to the likes of subway and costa. This seems to be their business model of their success which will probably lead to them selling off the food retail.
Just my thoughts but can see Asda losing market share to the other ‘big 3’

I see Schroders are reducing significantly in MRW. However, unless I have missed something I have not seen any RNS announcements for TSCO. All the significant shareholders including Black Rock, Norges and Schroders have maintained their pre Asia holdings.
I know in the short term the SD is an unnecessary complication but why has there not been any significant reduction in insti holdings.

Morning Crisp
As long as you're on the share register on the 11th February. Just be aware of the share consolidation and possible tax implications. Perhaps read through the bb and get up to speed before deciding.

Guys, there was nothing to read on the open. It was a broker balancing their books (UT trade) that caused a spike in the price. Normal service now resumes.. :)

Rosewall
No worries the other bb is my alter ego. Take any of my comments on there with a large pinch of salt. It’s my guilty pleasure until travel restrictions are lifted and I can get out of the UK. ;)

Rosewell
I have never denied or stated that the money doesn’t have to be paid back. All I’m saying is that it will not be overnight and all at once. Not sure if the point you’re trying to make.

80% reduction of CGT. Can you post a link to that rumour? If that was true then it would take billions out of the market and the economy. The very last thing the Chancellor would want to do.
Of course tax rises are inevitable but not so draconian and at once. They will be phased in in-line with any recovery.

Spindler, in just over a week that wont apply and maybe they will start to climb up to the 300p range. Less shares in issue. EPS looking better and lockdown continuing towards Easter.
News from Kantar saying TSCO had maintained it's market share of 27.3% whilst Asda declines. You could argue that the sp of all supermarkets will decline as more restrictions get lifted going forward. However, there has been no big uplift in the MC's of the big four during the last 12 months so you would nit expect to see profit taking.
Not denying TSCO is a bit of a plod but in these uncertain times investors will look to a defensive stock whose earnings cover the yield. I do think £3 is a real possibility.

I think it is cash only payment

Nigella
TSCO was up when the market was down. I still think it is being held in this trading range as ii take positions. Hence the algo trading. I’m looking more long term and here perhaps for different reasons.
I wish you all the very best with your future trading.