The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Not saying I'm a big gun, or a regular face here. Out of interest what constitutes a 'big gun'?
My take is that the company was clear the SPA was a long shot and that Avion were asking because they could, not because it was required or likely. It's still not off the cards technically, but wildly unlikely.
If you bought in expecting the the SPA to be approved to make a speedy profit, 15% loss is cheap and I'm sure you're happily selling. That looks like a value bet to me and I would be happy if it were me.
If you had a more measured approach then, it was a good RNS. The SP next year is more relivent to you than the SP today, they have cash to last until end 2023 so let them do thier job. It still may all go tits up mind.
Hello, Nolupus.
I recognise you from the SYN bb a while back, always thought you kept a balanced view there (so much so you were accused of deramping right?).
Be keen to see your take on today's news, if you're happy to give it. I always found it useful before.
Reached out to them all months ago, some did eventually run stories (probably nothing to do with me).
Another round of nagging could get it on their radar again. Stories have to have a hook, UK gov ****ing up by not supporting this treatment is an obvious one, someone mentioned the directors now not being millionaires is a nice follow up from a previous headline).
The more of us who reach out the better.
Can you even imagine?
Love the projection there, but one question that I personally am not clear on. Was it suggested £2500 per dose or per treatment course?
Both lead to stunning upside from here.