Member Info for lordloadsoflolly

Can’t understand why ANYONE bought into the WRAP retail offer at 6p when they could easily pick them up sub 5p on the open market.

Well done whoever you are - your £468,746.82 has just been utterly ill spent.

Span - OK, I’ll put it another way. Sometimes (admittedly not often), IMM has also won from the sharing arrangement.

Roger65 - I agree with much of what you say. But if you want to remain credible, you need to ensure accuracy.

Saying Lanstead “always win” is misleading unless you explain it properly. In terms of the last sharing agreement, they ended up paying more than the minimum. And there has been at least one previous agreement where that happened. Sure, the flip side is that their shareholding increased in value. But that’s not clear from the way you present the overall arrangement.

MysticMike - I haven’t bothered listening to Tim’s presentation. Why bother, when you can’t believe a single word he says?

However, if he did confirm “a number” of NDAs had been signed, then I believe him. On the basis that zero is also “a number “.

Armchair - I wouldn’t worry. HL probably just saved you from yourself.

Nothing Tim (or even the CSO) says is likely to change the long term downward path for now.

Only news of a deal would do that. And that’s looking more unlikely with each month that passes.

Tcglover - I doubt Roger’s trying to convince anybody. It should be bleedin’ obvious to everyone by now that Tim sells snake oil.

Never mind the mess he’s made of IMM & Incanthera. Look what happened to Alizyme back in the day.

BBN - When I click on this morning’s tweet link posted here at 7.07am, it still reads “HEX’s helium transport trailer soon to be en route to our Rudyard production plant 🇺🇸”

Don’t think it’s a question of impatience. Just saying that if they’re not in possession of the full facts (e.g. current trailer location and approx. ETA on-site) or don’t want to divulge them for whatever reason, they might be better to wait until they can.

Sometimes a tweet poses more questions than it answers.

Where is the trailer currently? And what is their definition of “soon”?

Broom - whilst I agree best not to get over-political, politics (or at least political decision-making) DOES have a real bearing on investments. So can’t be ignored.

Are they actually new roles?

Rather than replacements (possibly with amended job titles), which would paint a rather different picture.

Not sure how some on here explain the SP drift from its recent peak if the future is so unequivocally bright. Whilst nothing goes up in a straight line and the Iran war is a potential stockmarket headwind, it seems the consensus out there remains cautiously optimistic at best.

Martinu - I don’t think the current SP prices in any growth v LY (assuming there is some, which I fully expect).

Trading update timing has varied significantly in the past, so March this year is by no means a given.

Nolupus - I assume you’re being ironic.

If not, call 111 immediately.

Break - unless it’s been living under a stone, I think you’ll find “the market” already knows that.

Probably partly why the SP recently re-rated > fourfold.

Span - previous “sharing” agreement generated c7% over the c. 7 months it ran (May to Nov 25).

That’s fairly lucrative in my book.

Interestingly, IMM said at the time:

“ImmuPharma's financial position remains strong, ….. As a result, the current cash runway now extends well into Q4 2026. The Company reaffirms it has no intention to raise further funds and will look to further strengthen its cash position as a result of deals with potential commercial partners.”

Tim clearly struggles big time with his long term memory.

OAP - are you for real?

This latest placing ISN’T to bolster the balance sheet. It’s earmarked to develop some brand new wonderdrug that Lanstead appears to have discovered from their discussions with IMM (not the other way round).

IMM’s very good at developing game-changing new drugs on paper. Just a shame none of them ever comes to market.

So, far from getting a P140 deal in 2025 (or even early 3026 as subsequently advised), we’re now being even further diluted. On the vague promise of some completely different jam tomorrow type drug development.

And yes folks, it’s yet another of those famous Lanstead “sharing” agreements. Where Lanstead typically shares all the gains at IMM’s expense. Admittedly the last deal proved lucrative, but few previous ones have.

AFAIC, Tim’s credibility (such as it was) is totally shot to pieces now. His MO is to promise big, deliver zilch, overpay himself, announce another placing, rinse & repeat.

Sooner shareholders finally wake up to this & boot him out the better.

The exchange it's listed on (Aim) and the fact IQE isn't a pureplay are certainly drags on the SP.

And yes, it would undoubtedly be rated more highly on a US exchange, but there would be significant costs in doing so. Especially with Nasdaq, which has pretty strict qualifying & ongoing criteria.

As I said before though, IQE's track record & its debt are further significant constraints. And yes, it may be looking to address both under current management. But after so many false dawns, seeing is believing for most investors.

Afraid Alessandro you'll just have to accept that after many years of disappointment, investors are less likely to give IQE the benefit of the doubt until the results start proving otherwise. Which I think they will. But not instantly.

‘Cos it’s listed on a completely different exchange Alessandro.

And it’s a photonics pureplay, unlike IQE.

Gotreal - less crystal ball, more common sense.

Completing the review will remove some of the uncertainty. But it’ll likely take at least a few years of consistent sales growth & profits before anyone seriously contemplates IQE’s mcap quadrupling or more.

Soletrader - that’s s really bizarre interpretation.

If a deal had been done, that would be material news and IMM would be legally obliged to announce it without delay. The fact we’ve heard nothing quite simply means there’s nothing to see here. For now at least.