Member Info for LUCAN

Hi, Manlord. Just wondering did you ever go back to BMN? Currently taking off. Not too late, plenty of upside left i.m.o. Best wishes

So did you get back in?

A �6,000 million company, shedloads of shareholders, no discussion on the offer here. You would expect some comments, informed or not. The silence is rather disconcerting. Does nobody really care?

I take it there was nothing of interest in Saturday's presentation? Or has everybody gone for kebabs?

Must be a long shot. Complicated disease, difficult to diagnose, must be very difficult to measure progress under treatment. IMM are close to having a treatment (or not), but shares have been up and down like the proverbials.

Won't happen, because the people who run the company have not the least interest in making life easier for their investors. Just an inconvenient necessity.

Ominously like the lead in to the last placing.

I suspect they hoped to be able to say the dose formulation problem had been resolved. I wonder is it wise to delay what may be a life saving drug for what are basically academic reasons. If we know the expected therapeutic dose is well tolerated, the MTD is secondary. They could simply declare whatever is the biggest dose they have been able to administer as MTD, and proceed. People are dying while the chemists are fiddling.

I suspect it was due to some clever fellow getting the Cheltenham expenses. Timing very suggestive.

I have 3.5 m. of these in my pension fund. Was 4m, but last week I sold a 1/2m. and bought 2,500 SRRA. Still not sure if it was a good idea. Spreads the risk a bit, but perhaps at a cost. If SRRA flunks, SAR may still have a future. Best wishes to all holders, especially Thoth who makes more sense drunk than most of us sober.

I do not see any record in the posted results of the interest paid on the 91 million in the bank. I presume this must be disclosed to shareholders in the full accounts, can anyone enlighten us?

Deafening silence. Outlook not great. They really need to make the cash pile work, before it starts shrinking.

All that has happened is that some short term speculative money has flown elsewhere. Don't worry. They will be back.

Rather strange piece in today's Phoenix magazine, says INM is cheap but ignores the reason why, i.e. no mention of the elephant in the room

Was Murdoch told he could have INM only if he also took Newstalk? Would make sense.

Schoolboy: Short answer: Nothing. Just like now, but for longer.

thanks.

Can anybody explain to me the business case for this share? I see they launched a few weeks ago at about 120. Why should they be worth more than that? No financial info available here.

does this mean anything? DH was said to be DD's nominee.

In my view, the cash pile is being preserved in expectation of distressed assets becoming available at some point. In the meantime the imputed assets can no doubt be used to balance other borrowings. But wtfdik?