Member Info for lordloadsoflolly

No real point in speculating why Sweet has taken so long to commercialise (& still hasn’t been).

It might be cost related, it might not. However I disagree with Friedman that the enzyme news is worrying. If cost was the issue, then this development may well overcome it (albeit admittedly introducing potential further delay).

Nor do I agree with busicat about a “just over 6 months cash runway”. H2 sales are generally stronger than H1 and will also include royalties/licensing payments.

3LB - I can confirm SF has gone downhill. You only need to wander anywhere near the tenderloin district to stumble (almost literally) across major homeless & drug-related problems.

Not sure just the Democrats are to blame. I believe a Republican and Democrat joined forces to legalise psychedelics a year or two back.

Very sad. SF is no longer the California dream it once was. And for most "normal" people, it's also a completely unaffordable place to live nowadays.

Whisp3rs39 - any revised P3 or P2/3 trial would take years.

The SP has clearly reacted to the patent filing and Tim's reassurance that a deal will be done this year. It isn't really factoring in another trial in my view.

If a deal fails to materialise, the SP will fall. If Tim takes it to the wire, the SP will at best start to drift over the autumn.

But of course, if a major deal IS announced, the SP will likely be boosted significantly.

These endless price predictions are REALLY tedious. No-one has a clue. Just look back at yesterday's closing posts when several were predicting a 20-30% uplift on today's opening. Yeah right.

The one thing to consider here is how Tim can say with apparent certainty that a deal will be done this year. The simple answer is he can't. Unless it has already been done and they're just tying up the legalities before RNS'ing.

He may be confident a deal will be done, but that's not quite the same thing.

As we know from our personal lives, things often look like a done deal (e.g. a house move inching to completion), only for some last minute hitch to scupper things. The same was true of Incanthera where Tim also happens to be CEO. A game-changing product roll-out with Marionnaud (A S Watson) looked like a dead cert, until some last minute patent infringement case gave Watsons cold feet and they pulled out at the 11th hour.

I'm not saying a deal won't happen in 2025. I'm just questioning aloud how Tim can put a timeline on it - seemingly with such certainty. In short, we've nothing concrete (other than his word) until it's signed on the dotted line.

And before anyone accuses me of deramping, I'm not. I've held IMM since 2018, topping up in 2022 and am currently in profit. I intend holding to see what happens. But unlike some on here, I don't regard this as a slam dunk. The wheels could easily fall off still, despite the potential rewards still outweighing that risk for me at the moment.

Toyin - TW's juvenile outbursts are best ignored.

SOH should never have gone anywhere near him. Hopefully he's now learnt his lesson.

When TW finally realises nobody cares, he'll doubtless put a sock in it and move on to the next target.

Results show sales - and perhaps even more importantly gross margin - moving in the right direction. But slowly still.

And when (even after implementing some additional cost controls) your H1 admin expenses outnumber sales by about two to one, it shows you've still a long way to go.

The latest Sweetbiotix news is interesting. But still no real update on any commercial deal, which is the only thing that would significantly move the SP dial here.

All praise to The Tig.

NettlesTheCat - I hope you're not questioning the undisputed wisdom of TigTig.

Just because he's higher up the cat family than you, doesn't mean you can diss him.

As we know, TigTig is all-knowing and has friends (city chums) in high places who've already given him the nod - a.k.a the nudgy nudgy.

He also has endless patents, patience and patients (delete as applicable).

Personally, I rate him King of the Jungle and won't hear a word said against him.

Tiger16 - "I wont selling a BEAM here".

Could that be because you're a bit of a PLANK?

Still, we love you really TigTig, nudgy nudgy.

Scrodingerscat - still makes no sense to me, except as a way of protecting vested interests.

A lot of the garbage posted on here is a thinly veiled attempt at manipulation. On that basis, LSE's BBs would pretty much be empty!

The comments about LSE banning L2 stats seem odd.

L2 is readily available info (if you're prepared to pay for it). So why stop it being posted (unless you're a provider worried about their revenue stream I guess).

JamYesterday - the moment I called NanoCapInvestor out, he seemed to vanish!

I'm all for enthusiastic posts, but not when there are zero facts to back it up (as in his case).

Onetomany - who knows what the value of any deal will be (assuming we eventually get one).

However, if your £100m figure’s anywhere near the mark, that would mean an uplift of over 40% to current SP (not the 20-30% you quote).

And, as you say, a licensing deal sounds more likely than an outright buy. Which would then also generate milestone payments (probably annually), along with eventual royalties assuming successful commercialisation.

Tigtig - any reason why you’ve suddenly started writing everything in CAPITALS?

Are you related to The Donald or something?

V8zagato - word to the wise. If you need to ask Tigtig what the buy out price could be, you really shouldn't be invested in ANYTHING.

F1 - As others have said, Tim can never really win. One minute he's criticised (including by me) for prolonged radio silence. The next he's slated for holding too many interviews.

If interviews are what it takes to keep the SP buoyant, personally I've no problem with it - whoever they're with.

Let's not forget, IMM has a vested interest in keeping the SP as high as possible between now and year end, given the latest Lanstead arrangement.

GoldGirl - hope you haven't caught avian flu? First you mention GOOSE bumps. Then every Tom, DUCK and Harry.

Hopefully you'll soon be abe to FEATHER your NEST from IMM proceeds.....

Morri940 - glad my reply raised a smile!

I'm never too proud to admit I may have got something wrong. "May" still being the operative word here.

As I've also said, IMM's SP uplift is largely based on the belief its patent will prove watertight.

Many Incanthera investors thought exactly the same with its own patent, until an infringement case came along. And despite that being resolved through a "confidential settlement" which allegedly confirmed no infringment occurred, its "life-changing" distribution deal with Marionnaud (AS Watson Group) promptly broke down and the SP tanked to around 10% of its annual peak.

For now, I'm glad I held onto my IMM stake (having written it off in my head as dead money). But we're far from home & dry yet. It would only take IMM's patent to be challenged or rejected and we'd be back down to a penny or so. So here's hoping they engaged good patent lawyers.

Morri - what are you doing sitting on a turd?!

Juxta - Having been a huge cynic, I'm now finally beginning to believe Tim may be telling the truth (or at least a half-truth) this time.

That said, you're right to urge caution still. Incanthera (another Tim enterprise) was on the cusp of a life-changing deal. Then someone allegedly challenged its patent. And despite (again allegedly) defending the case successfully, the SP plummeted and is currently trading at around 10% of its year high.

Incanthera investors were excitedly bandying about multibag predictions until the patent news hit. Now they're a pretty sobre-sounding bunch all of a sudden.