Member Info for lignumvitae

This is an illiquid stock. The uptrend is seen to be broken & this brings out the small lot sellers. But is this of any consequence? Not if you have done your research and are a believer. Has anything changed on the ground? Not so far as i can see. So believers should keep the faith & anyone who has been trying acquire a holding but has been put off by the rising price now has their chance.

Seems there is a weak holder who is prepared to sell 50K at a time around these levels. How many are left? That is the question that only time will tell.

21 day old infants are not included in trial protocols if there any doubts whatsoever about the safety profile & so this has to be read as a positive.

A nice little announcement treated with a big yawn by the market. PI's who have sold out of Amryt may yet come to regret it.

Absolutely 600 - British short-termism. That is why our industrial base has been hollowed out over the years. But being British we don't recognise our own failings we blame someone else. Well, if we do Brexit and go it alone we will have no hiding place anymore.

I think the 50K has to be a sell. So now the Market Makers have some stock - let's see what happens next.

50 - 55 = Market Makers trying to flush out stock = buyers waiting in the background. Possibly a small company fund wanting to assemble a stake. Conjecture of course but that is what it looks like to me.

To trade, or not to trade, that is the question. My gut feeling is that to benefit fully from the stock you have to keep your SKIN in the game !

There is still potential in Lupus & today's announcement demonstrates that IMM is no longer a one-trick pony. This is frontier research with major potentials. Holders should hold & others should consider a modest holding & lock it away. Could repay many times over.

Early stage research should always be treated with caution but today's announcement is intriguing with the potentially to be genuinely exciting. Major improvements to peptide drug formulations would be groundbreaking. Maybe this Phoenix can rise from the ashes.

Yes, this will be criticised as "jam tomorrow" & with some justification. However it takes time to build a consumer brands company with inevitable missteps along the way. Brands have to be tended & encouraged like precocious children. It is all about credible & innovative products and creating critical mass. I see many more positives than negatives here. Of course the company could stumble & wither on the vine - on the other hand it is not to difficult to dream of "ten-bagger" status.

I see that you have posted 27 times in the last month on MIN - a company that you are unremittingly negative about & in which you have no plans to invest. My question is why ? Why waste your valuable time ? In the absence of any explanation i shall assume that you have an agenda.

The late declared trade of 25K Friday would appear to be a negotiated buy. The fact that it did not move the price demonstrates that a supply is still being worked. So there are still unbelievers to balance the believers. Nevertheless any positive news is likely to tip the balance. As to the lack of a trading statement this probably means that results for year 2018 are likely to be in line with the [modest] expectations although we know that, due to the royalty stream, figures take a long time to assemble [June 2018 re year to Dec 2017]. So, execution on existing contracts & new contracts/collaborations + their particular markets building scale are now crucial. Investors will wish to see momentum building & cash flow neutral in 2019. Given that, the market may start to believe that this is potentially an early ARM type company & small company funds may start to invest. But at the moment it is rather a case of "The proof of the pudding will be in the eating"

This is what we want to see from a frontier stock. Raise new money in order to increase the losses !!

Well, the answer to that is very little. The resumption of grid supply came not a moment too soon. Read the half-year report & you will see how perilous the cash position is although current trading has obviously improved. Funding issues are critical. How will this be achieved? Unlikely that existing lenders will stump up more which leaves a cash raise the most likely. Possible they can trade through the current crisis but i would not place a bet on that.

Today's announcement is nothing dramatic but is more grist to the mill & supports the investment case.

Well, this Trading Statement sure lays bare the chaotic management. Wipac is their biggest division & they find themselves in a sweet spot. But, as it transpires, management [well remunerated, I have no doubt] prove to be simply not up to the job. This will have done huge damage to existing & potential customer confidence in the company with predictable consequences. In my opinion a share best avoided until they can demonstrate that they have pulled out of this downwards spiral.

Simply a question. DO Huawei's mounting problems increase ENET's opportunities ?

The in-licensed technology HPAE is the "slow burner" in Amryt's portfolio and could well be a company maker. Will they require more funding? Well, HPAE has received Irish Government grant funding & the recent AP101 positive interim review has released European finance & Lojuxta cash flow contributes and so i think they are probably OK for the present. A company with great potential but investors in the sector are scarred following so many bio trial failures in 2018.

Quarterly dividend declaration announcement of 3.3 cents - implies an annual 13.3 = approx 10p. Even accounting for the 15% USA tax this is a handsome yield. And the indications are that this can be combined with debt being paid down. Still has the hallmarks of a well run company with further progress ahead.