Member Info for LeMajor

Must disagree with Gilbosconi, we have too many compounds for them to be sitting on shelves, gathering dust. Following the last "gap filling" RNS, I'm not expecting news within days but I would not be surprised to get one or more news items before September ends (i.e. within Q3). Not likely before the mid-year report, but could be part of a very big combo news release.

I think todays RNS will/has taken up the slack in the market. A bit like when the tug of war teams dig in for the big pull. Prepare for next week, do not get caught on the wrong foot, and get a tight grip.

Disagree Maidit, I think another 4pm RNS would be great. It will give the vigilant a chance to buy early, but fermentation over the weekend, backed by Sunday pundits, should send it stratospheric on Monday. I did not think we'd hit 9p before an RNS, but nice to be proved wrong as I think a 100% or more rise on a good RNS is probable and a 200% plus on a double whammy RNS is possible. Viva le revolution.
A Merc might be on the cards by Christmas.

For every penny the sp rises the MMs have £10K tied up in their "Bank of Shares" . If there is a surge and they do not have enough shares they will cause il-liquidity. They may then have to "borrow shares" to meet demand which can be costly.
Slow and steady is a better approach for the market, but if MMs are building their share bank they will want to do it "on the cheap" (and hold the price down). It is like balancing a see-saw, but the guy that controls it is aided by having a lead weight under his seat - so it mostly tilts in his favour.

MMs are holding this down, 8p has been won by swimming against the MM tide. My guess is that news will break before we get near 9p, certainly not 10p. We will flash by the 10p marker and not even ease off the accelerator before 15p, but continue to ascend to 20p (+/- 3p). If we get a "multiple RNS" (2 or 3 milestones surpassed in one news release) then maybe close to 30p.
This is a coiled spring, waiting for something to poke the trigger. I hope we get to 30p before T/o discussions get to talk about price. Tat will be when the patient investors get their reward.

These duplicates are still appearing - though not all but maybe 90%.
This means only half of the trades listed are real - hope lse gets it sorted before the Big One blows the doors off (only 2 days left this month). Busy tomorrow pm (as today) so I hope no RNS after 12:30.
The end is nigh, but there are multiple episodes in this drama.

Just noticed that every transactions this morning (as far as I can see) has been duplicated - must be a bug in lse system as never seen that many Bed'n Isa's before lunch.

I put it down to the power of transcendental medication.

Aber, I would not even top-slice for 9p. I'd quite like to free ride, but not prepared to dump half my shares to do it. It would need to be around 15p - so I'm resigned to having to wait for as long as it takes, maybe even a month. :)

In a t/o situation, the sp is only of marginal interest. It is likely to indicate a minimum price "on the day". If it is considered too high, the buyer will back off, wait for investor confidence to wain and the sp drops - or maybe make their low offer public (leak) which will undermine confidence and start a drop. However, the big quedtion is "how long will it take to get our money back" (i.e. break-even date). Will we have a monopoly? How far behind is the competition, with something similar? Does this mean we will have to dump any of our existing range to make room for it? How confident is our technical assessment? (best & worst case). Has our DD highlighted any unkowns (black holes). Finally, will it be worthwhile or of marginal benefit to slot this in to our business? (And let's put a value on it). The negotiations then start with Sareum who will have their own valuation and will be aware of investor expectations, and maybe how to manage those expectations. These are unique products, so it's not like buying a car.

I'.m back - and so are todays posts. Curiouser and curiouser.

Just a test as in the last 30 mins (while my back was turned,) todays posts seem to have vanished. Most recent is Mon 12:22 ??

Been expecting a build-up with a Modest, Bigger, and Biggest RNS within a 2-week period. We are in Q3 already so things are hotting up.
Now the "modest" RNS has been published, we await news on Licensing and Agile admission (8-9p, 14-16p, 22-25p?). A staged build-up is best as any retrace is likely to be minimised.
Bit soon to put in an order for a Merc, maybe next week.

NDR, those pareto figured are a bit "raw". General opinion is the majority of hospitalisations are unvaxed, so if 80% of vaxed never need hospitals then the 20% who contract "post vax covid" range from moderate to severe cases then maybe only 20% of 20% (i.e. 4% of vaccinated) are serious cases. With 4% of vaccinated (36m) being serious, that would mean about 1.4 million vaccinated have been or are currently are seriously affected. However since the vax programme started (8 months ago?) I don't think the NHS had had to contend with that number of serious cases INCLUDING the unvaxed (which are supposed to be the majority - so would mean at least 2.8m or even 4.2m if 65% of cases are unvaxed). Sorry, the numbers are a bit spoofy, for me.

Come on Thoth, let's keep a balanced view. Wombles do excell at recycling rubbish.

Just had a thought. As BIG news is imminent the HNWI could choose to take up the options before or after the big RNS. Either way it will cost the same - so buying @2.8p after news takes us to 15-25p is a bit like rubbing our noses in it with an immediate 8-bagger. To buy before the big one (2.8p when sp is 6.8p) is a bit more empathetic /low key.
As the HNWI has elected for the latter, it suggests to me that the big news press release is already drafted and its release imminent (Thu/Fri/Mon?). Strap in, hold tight, only days to wait for the first big one IMO.

The lack of transparency means we have no idea as to the size of the "float" the MMs are holding. They are like 2nd hand car dealers who do not have to publicly declare ownership of vehicles being traded - so we only see what is on the forecourt, and no idea what is in the repair shop or in the "back lot". They can sell half of the showroom cars by CoB today, and by the morning have it full again. They offer less than market average when you trade in and sell slightly above average when you buy. They do not want to have too much cash tied up in the back lot, so will drop the forecourt price to improve turnover if that happens - the exception being when the new registration plates are imminent (or RNS) - they prepare for a surge and build up a "secret stash" of stock. What you see on the forecourt is not the whole story. Also the buy and sell price is set by the dealers so we cannot tell with accuracy whether a transaction is a buy or sell - legal misrepresentation! Like a car dealer who bumps up prices by 10 % on a Friday, then starts a sale with 10% off on Monday - that's marketting.

This guy is here until the buy out. He/she is not short of a few quid, so unlikely they will sell out early - especially as a number of our products are likely to achieve approval within a year. The HNWI may even be a NED with a major pharma spearheading a converging or integration strategy which includes Sareums products - some to integrate, some to license on to another major. We can only wait and see - and reap.

Not so much a Unite as a U-nitt.
I know I'm not alone in thinking we could see a cascade of news in the next 2 weeks. A consolidation day between each would keep the ship steady, so maybe a Friday, Tues & Thurs RNS during the last 2 weeks of July will be fortcoming.
Keep those facemasks handy.

Looks like a few people are cashing in for the weekend - so cue for the topper-uppers to snap them up in case we take off on Monday.