Member Info for lordloadsoflolly

Well at least we’ve finally established that tariffs are a very bad thing.

Unless you’re Trump and don’t understand how they work. Or their likely inflationary impacts.

Not that he cares. He can just sue another media company and line his grubby little existence even further.

I’m a big fan by the way.

Laura - I gather VikR is too busy starring in Homes under the Hammer to post any more.

Why you’d want to look at any of their ramptastic “research” anyway is totally beyond me.

Asimpleinvestor - yes, I had actually got that.

But it’s still an extra cost that wouldn’t have existed a year ago.

Might be insignificant in the scheme of things here, but tariffs in general DO cause major issues.

Asimpleinvestor - "Tariffs only cause an issue if you don't pay them".

Er, not really. They either eat into your own profits or are inflationary if you pass the cost on to the end consumer.

Hedging your bets or a calculated gamble if you prefer.

Either way, the outcome's far from certain. But it will be pretty binary for shareholders.

Alexsnowballs - you can usually tell when someone's lost the argument, as they get all snarky & abusive.

It's perfectly logical to retain a (for me) smallish holding given what's been "promised", whilst at the same time being cautious about the likelihood of delivery. At this stage I might possibly win big. Equally, I might lose the lot.

It's called hedging your bets, as at the end of the day NO-ONE knows what's going to happen (if anything).

Elynn - if you listen back to Tim's full interview shortly before the last P3 readout, you'll see it was far more than"naturally upbeat".

Oh, one more thing OSD - It's NEVER irrelevant to check a CEO's track record before deciding how likely they are to deliver their latest prediction.

OSD - wow, I'm going to enter that competition. The prizes look GREAT.

Alexnowden,nowden,whatsgoingonere? - I am an IMM holder, whether you like/believe it or not.

And I don't have any agenda. My "negativity" as you call it (I prefer the term "balance") is simply to counter the more outrageous & unsubstantiated claims you & others make on this BB.

Tim is NOT some sort of Messiah as you suggest, parachuted in at the eleventh hour to rescue IMM from the jaws of defeat. He was Non Exec Chairman as far back as 2015 for Gawd's sake: www.immupharma.co.uk/2015/09/30/tim-mccarthy-appointed-non-executive-chairman/

At least get your facts straight if you're going to criticise. Better still, don't bother replying.

OSD - glad you can at least still respect my comments. As I always try to do with yours (& others), even when I disagree.

And you're right, Tim may not have talked about a deal in 2023 or 2024.

But going back a few years, he did HEAVILY imply a positive outcome for the initial P3 readout, shortly before it failed to meet any of its endpoints.

And he did also imply Incanthera was on the cusp of greatness with its Marionnaud distribution partnership. Until it suddenly wasn't, following an "out of the blue" patent challenge & the subsequent partnership collapsing. Leading to INC's SP plummeting over 81% in the past year.

He either seems to be one of those incredibly unlucky characters. Or the kind of guy who over-promises & under-delivers. You decide.

OSD - your argument hinges on the credibility of said CEO.

Tim has categorically said one or more deals this year. But he has also said plenty of things in the past which never came to fruition. You MUST surely know that, however much your role as Vicar-in-chief encourages you to see the good in others?

I continue to hold here, as I think there's still a chance of SOMETHING materialising by 31st December.

But I certainly wouldn't bet the house on it and haven't added in years. Nor will I, as the risk here is still far too great, given who's in charge.

Roger65 - you can look at Lanstead’s selling one of two ways.

Either they’re hedging their bets by gradually ditching their shareholding whilst retaining their warrants.

Or they’re insufficiently confident in any deal being imminent to retain their shares.

Ultimately Lanstead are only interested in making as much dosh as possible. So if they felt an imminent deal was highly likely, why would they be selling?

Nice1 - as you said, that latest RNS from mendell Helium is worth a read.

Interesting how relatively muted the SP reaction has been. But I guess that's because the He concentration is so low initially, valuing each full cargo load at just $2600 currently, though set to increase dramatically.

I was toying with buying into Mendell. But I was put off by the constant talk of listing on Aim, yet never quite completing it. I note their latest extension of the Aim admission option expires 30 November 2025. So not long to go before they either have to do it or extend yet again. Aquis is a complete no no for me, as it's SO illiquid and spreads tend to be huge.

Swanny - NEITHER is the answer.

3LB - glad you view me as a gent again now.

But you DO realise you just wrote the following within the same post:

“Kaeren- When all is said and done you’re a bit of a nasty piece of work who holds grudges”

“Relax and try to be nice.”

You’re just full of contradictions, aren’t you!

3LB - fair enough. Apologies if I missed the post where you changed your mind.

Still seems a bit of a screeching u-turn on what’s still a fairly speculative piece of upside news. But everyone’s fully entitled to re-assess when the potential changes.

3LB - so you’ve been buying these last few days?

When you told us just the other week the SP was heading below 20p in short order?

Since July Hex’s SP has somewhat resembled a cardiogram, spiking up to a 30p peak, but generally oscillating relatively mildly between about 22p & 29p.

So long as we don’t get any heart-attack inducing setbacks, I suspect the chart may soon resemble a defibrillator being administered….

Pj70 - always good to take a balanced view.

When you said “ and the unknown is the value of hydrogen on open market” , did you actually mean helium?