Member Info for Leggster

Agreed very exciting a fascinating fee weeks coming up I think

Basser om the subject of takeovers I have over the years been involved in several transactions. Generally you discount elements of the targets existing estimates of worth and layer on what you can use the assets for over and above the targets own plans. The volume of opportunity for a large pharma with the treatment areas that can be explored will generate enormous additional value IMO. This will more than offset the delays from 737 delays and therefore in my view a TO could be a near term outcome. Particular with any Covid sucrsses increasing price and possibly encouraging rival bids. To me the RNS today could be about putting all news on the table clearly for investors before possibly announcing an offer with a recommendation to sell. My own thoughts only about possible future events. But with all the possible positive news now would be the time for a TO. GLA

Batonrouge I agree nothing that concerns me in the RNS, a slight delay on one programme and positive reinforcement on others. SP will be up once the news is digested. GLA

I agree, I think if you look at the events, the involvement with Edison to have a an opportunity to fund the cash runway. This will be played off against partners in licensing discussions to try and gain commercial traction. With both of those avenues boosting SARs hand in any TO discussion. Layer on top of this the Agile opportunity and I see SAR as holding a strong hand in any discussions. I truly believe that there will be news that will create a step change in the SP which could drop at anytime. IMO a pharma deal may well drop before the Agile news as commercially SAR will be significantly enhanced if a successful candidate.

Yes recovering from early profit taking quickly. Momentum is building with lots of news due over the coming weeks/days excited about the opportunity for a steady rise into news.

AJ Bell offering 2.41 for a sale at the moment so supports views that MMs are short on shares. Would be great to break through 2.5 GLA

Yes I think so and if not today the breakout from the current price range will happen shortly

I have to agree the wording in the RNS is clearly designed to achieve the outcome sofar this morning. The detail article, the link to which was posted here yesterday was balanced and provided the reasons to invest. Once cash has been raised I am personally of an opinion we will see steady rise. Similar pattern can be seen on RENE over the last few months. GLA

As others had said before on this board a steady rise to say Gunners 5p by June with a move then into a Covid POc will deliver a great boost. If between now and June news on MTD, CHK1 or Afhams secretive patent drops a base of 5p could be a conservative estimate for the start point. Exciting weeks ahead.

Gunner a morning RNS to kick start the day would be fantastic on any of the topics we are waiting for news on. Reasonable volume though over the last few days with a steady rise is also a trend I will be happy to see continue in the build up to June. I do wonder when a FOMO boost will come into play in relation to AGILE or if we are already seeing the early stages in current sp rises. GLA

My comment related to pre-ordering

A really valid point, this will become interesting as we get closer to June

I agree a very positive tweet GLA

I think it was Thoth a couple of months ago who raised the topic of contingent value release CIVRS. I have thought about this a lot and if I were bidding I think this would be my approach risk is high but so is reward, this approach would work well. GLA and DYOR

Yes I suspect some shaking of the tree before another move up. I will hold until news starts to come to light. GLA

Good news to see these session's in diaries. Hopefully there will be an update that clarifies a way forward.

In the case of OXB, where I held shares before and after consolidation, it was not he consolidation that facilitated the sp increase but deals and revenue IMO

No one can know when news will be released however DYOR and you will understand the pipeline for news, all can be additive to the share price, however nothing in life is guaranteed GLA

To me a deal with GSK would be welcome positive endorsement of the science following as it does the granting of the covid grant. The next few weeks should IMO be an exciting period with events and news building. GLA

Thoth I have found all your posts insighttful and educational, thank you for all your hard yards and enjoy the success to come