Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
In response to the posts yesterday wondering what had spurred the sudden demand, investors need look no further than to Indiviors RNS of yesterday.
Of their development pipeline they are prioritising two programmes , one of which is the Orexin-1 antagonist inlicensed from C4X. In my opinion this alone more than covers the current market cap of C4x.
Anything else from C$X's wide pipeline is a bonus.
That is why investors can justifiably hope for much higher price levels than currently. This is a blue sky stock in a period where investors in general need to dodge the storm clouds.
I checked back on the RNS of Jan 2020 in respect of the rescue fundraising @ 0.5p.
Turner Pope received a cash fee + Warrants exercisable at some 0.5p over 94 million shares. This is just shy of 20% of the company's enlarged share capital post the fundraise.
Let us assume that their was no misprint in the RNS which leaves us with the simple question: "Why the largesse". I do not think that I have ever seen its like before.
I do not know how many of these warrants remain to be exercised but I think that investors need to know for the simple reason that it could materially affect the market cap of the combined MWG/SKIN entity going forward.
Note that Turner Pope are advisers to both companies.
To my mind any investment in Gun represents the triumph of hope over experien
Geothermal is part of the Green Revolution.
I anticipate, in due course, disposal of the hydrocarbons businesses & a 100% focus on Geothermal.
This process will transform IGAS from a pariah of the investment community to one of its poster boys.
The share price will bask in the reflected glory.
Incidentally, initial consideration of £500K satisfied by issue of 2,222,223 shares = 22.5p per share. Take note!
For me the key words in the trading update were:
".... we are starting to look beyond our rebuild strategy to the next stage of growth "
What this will be remains to be seen: Almost certainly range extensions - maybe a move out of the bedroom & into the bathroom - possibly bolt-on acquisitions - even a merger. But could be that there is a whiff of something in the wind.
Whatever the questions over funding the fact remains that there is a disconnect between the quality of the science & the undoubted promise of the RP programme [potential blockbuster status] and the market cap.
If funding is required they should tap American investors who are more capable of valuing companies such as RENE - witness recent raises by Tiziana & Verona. UK institutions value only short term trading opportunities & are quite prepared to destroy a company in the process.
" ... we are starting to look beyond our rebuild strategy to the next stage of growth"
Exactly what we want to hear. I am resisting any temptation to take profits.
Do not attempt to befriend this dog - it will just turn around & bite you.
If found just report it to the police. Under the Dangerous Dogs Act they have the power to take it to the vet & have it put down.
At last Tekmar has decided to sing its own praises by announcing contract wins.
This company, imo, is a neglected & undiscovered jewel.
Further distribution agreements = More grist to the mill.
This is one of those "steady eddie" companies that just continues to deliver.
Long term hold for steady price appreciation in my opinion with the potential for stratospheric movement via the testosterone product programme.
riosurfer: Excellent post - agree 100%
So easily pleased are the BOD of Immupharma. So just who are these investors who are demanding to buy new shares at a discount [& most probably then flip them !] ? And why give in to their demands?
This company has a poor record of respecting its PI's. In my opinion it is uninvestable.
It is the dawn of the day. I here a bird singing.
But it is not a happy song. It is the Colin Bird, singing a lament of love & loss. Of how PI's demonstrated their love by buying shares at a rice that reflected their devotion. But then, suddenly, they were jilted by rivals who were allowed to love the Colin Bird at a lower price.
Can the love of the PI's be restored? I do not know. Now, each dawn, i shall listen for the sound of the Colin Bird singing again & hope that the words of songs to come will reinvigorate my love.
But, love is a precious thing, and once cast aside ........ ?
... the issue is that if they really believed in the company, ie in their own investment decisions, then the exercise price would be at a decent premium. This sends a message to the investment community. Note the example of Quadrise fuels.
Option awards such as this give the optionholders the opportunity to feather their nests at the expense of PI's due to the dilutive effect.
So, a shed load of options issues to Hamish Harris & Donald Strang & I have only one question:
Why ?? - that is two question marks being one for each of these greedy individuals.
Yes, a small premium to the price at the point granted but the share price has been at or above the exercise price several times in the last week
- for richer or for poorer !
Well, having nailed my colours to the mast yesterday i have backed up my words with cash & added a decent chunk.
Trevor Brown has got a lot to prove - a reputation to be burnished. I have faith that he has the ability & now the collection of business opportunities to do just that.
Excellent RNS update today. There is so much potential in this company that is nowhere near reflected in the market cap of £30m.
The initial response of many long term holders will be a temptation to sell into the rise. BUT ...
RMS is now suddenly three in one. And moreover three promising businesses, two of these potentially explosive. Gyrometric continues to make progress & whilst customer evaluations take time the potential remains. Cloudveil appears to have been an inspired acquisition as witnessed by the recent collaboration with Axis. And Pharm2Farm could very well be the rocket fuel that propels the company into orbit.
In P2F there are two arms : Hydroponics is a nascent industry set upon a rapid global growth path & suddenly RMS are at the forefront -- The medical device [face mask] arm will slot immediately into a global need for the duration of the current pandemic & a heightened individual biosecurity concern going forward.
Si, IMO, any temptation to sell should be resisted. Long-term holders could be richly rewarded.
Just reviewing announcements & noted the June RNS about the issue of a shed load of nil-cost share options to the BOD etc.
Nice to have such good friends & how inspiring that the Remuneration Committee have been working tirelessly throughout the Covid crisis !!
Torreaguas: Clearly some turbulence ahead. The conversion @ 1.6p ie: one-half of current SP has clearly been done to capitalise on the rise.
Double figures by year end? Hmm? This would take market cap south of £100m & is a big ask.