Member Info for mafioso

Good for you Will. Proper roller coaster that one

Nice one Fek.

They’re all strong Pharma plays over next 12-18mths

Fek - I thinks it’s coz of contract range being quoted.

Previous contracts tenders have all been fixed gteed sums, but here we don’t know where in range ODX will end up getting Eg £50m or £374m. This would help determine a more accurate EBITDA and mcap. It looks like mkt is taking worse case view and low end at the mo

I think main reason for Wide range of contract could be coz OdX is part of consortium of manufactures all producing antigen tests, of which ODX has smallest manu capacity . In short term, demand could be as has 100m test per month of which ODX can achieve 8m, but this could ramp down by end of year if virus under control and then next year may be only 20m-30m per month needed which may be met by one of the bigger manufacturers of consortium

One thing you ‘ll notice is that Avacta has gone up Today, and that’s cos it’s likely that it’s test is the one being manufactured and they will be getting gteed royalties from all the test sold by all the consortium, so their income streams short and Lin terms for this will be Nailed on, but this may not be the case for odx.

I personally expect odx to go up from these levels as I expect high levels of testing at least until summer 2022, plus odx supporting global orders on top of the uK gov ones, especially if it turns out to be worlds leading gold standard antigen test which is the aim.

SAE is another....

Thanks John.

Yeah - TA Charts are suggesting .6 /.7 as next level of resistance Is short term if we get the expected good news, but mcap future value estimate of co. is difficult for me to calc as I’m no expert in this area of commodities and don’t know what expected output COPL are gunning for from from Atomic In short medium term

Oil price is obviously surging which helps though. If we get just get passed first hurdle of good news on deal being done, then 8t should be just a nice headache to decide an exit price and profit to be happy with ...

Fingers crossed

Ok - crunch time on this

Atomic deal deadline meant It be today and looks to be going to the wire . SP still sitting on fence.

I presume we will know outcome one way or another either later today or tomorrow morning... For those invested and experience wth this company, are we thinking delay here looking possible?

Hey John - did you manage to to get in early last week? I only Took notice of it poperly Friday

It’s already surged a lot in first few days since it’s launch and behaving similar to RDGC

Hoping for another placing to be announced Apr to give another entry chance, but not expecting for it to dropmanywher near placing price

Fek - QTZ is next SpAC to look at. but it’s on AQUIS and Only Tradeable over phone.

Hey guys - hope you don’t me asking - but how many stocks do you typically hold at any one time and what is the split across short term (days, weeks) vs long term holds ( months)

I have recently increased mine to a max of of 10:holdings split 50/50 with a min holding size of £5k and have a watchlist of over 50 stocks to sub in and out to adjust strategy. This size is already proving a challenge to manage entry and exit optimally for best gains and minimal losses

So was just wandering how some of you are doing this

Cheers

Btw- thanks Bal for response and links...

Yeah Braz.

Trying to underrstand what differences / benefits are for startup companies floating On this EU exchange rather than AIM.

Aquis Exchange is authorised and regulated by the UK Financial Conduct Authority operates a lit order book for top stocks from 14 European markets. A disruptive market force,

Aquis is unique in not allowing aggressive non-client proprietary trading. As confirmed by independent third-party studies, this means that toxicity and signalling risk are lower on Aquis than other trading venues in Europe.

Anyone understand last para means ‘not allowing aggressive non- client proprietary trading.’

I presume this has got something more to Do with.MM manipulative behaviour pratices rather than investors behaviour, ie protects investors more against spikes and drops due to Professional shorting fo example?

I know in Germany proefessinak shorting is much more diffiicult than in uK in that you have to settle borrowed. stock In much shorter timescales. Wonder if same applies here

Looks to

Thanks Bal

Do you know if you can get L2 views on this exchange?

Anyone dealt on this exchange?

Fek - I don’t have any background in NFX and it’s fundamentals , but based on your avg sp and when that would have been and Current value, agree with Nol - this would need a major piece of news to get this to relate back to 8p in short term.

I personally think taking the hit and putting NFX funds in Other stocks that are about to move up imminently Is not a bad option to consider here eg ODX should go up at least 50% very quickly within next few weeks due to a big gov contract that is coming .

You can then potentially follow up with SNG if it’s hasn’t announced and is still under £2 as that has an upcoming phase 3 event to announce and that should go min 50-100% too IF results are as god as Phase 2. So a more calc risk with this one, but I am confident in it

Then have option to put all the gaisn for these plays to NFX if it hasn’t moved up Much to get more stock and lower your break even if you stil have an affinity to NFX or look to trade the funds further . with other potential stocks that are still low and which could could move in short period of time eg TILs which Nol has called out if it’s in low £1 level

Doing compunded trades with stocks that are either low or have an imminent Upcoming event may work in this particular scenario, to recover those funds quicker especially if you think the loss you are in will take a while to recover based on NFX fundamentals . But you Do need a strategy and he comfortable with it and committed to it as it will mean actively trade a few stocks over next month or two with the funds from NFX.

There are lots of genuinely good tips of stock from peeps on here that can all move up in short term too .
Just my view though.

Best of luck on whatever option you decide

Blimey - a few huge Friday night buys.
Still a few decent size sells mind.
Fingers crossed....

Yeah - I Wasn’t aware of this board back then otherwise would have called it out., but tbh it was a total punt play and still is tbf given Unknowns around SPACs.

Re: RDGC , buying at this level, I think you would be reliant on RTO to make decent gains.. But some commentators are saying it could do 4p + pre RTO.
But main thing is whether you believe BOD can replicate formula of AAA which the BOd of RDGC and some of the backers have links to.. if you have that belief then this is a def good med term investment
.
I have a big position at 1.85 avg, so lucky tomhave bit of fat if it doent quite workout, I don’t think it will get back to sub 2 now, but low to mid 2s could be psssible. price action this week was mainly cos of 2 biggest holders buying up small free float, but last 2 days ,early investors have sold for early,profit and dErisk their investment so currently going through churn.
Good news for you is Ashok Patel, who. Is second biggest holder, bought the majority of his holding in past few days ie well into the mid to high 2s. So that should give some confidence
There is also a massive RDGC Board on Telegram With over 500 followers where the 2 biggest shareholders have joined too and mingle With everyone else and they’re almost becoming like a reddit gang, but not sure if that’s necessarily good or not

Hope this help
Good luck bud

Hey Fek. Thx for call out bud

Yeah It’s been on my watchlist of SPACs since Jan . I chucked £10k Punt @ 13p and I know it’s one of favourite of ZM too for 2021 based on re-useable energy sector.
I have a ton of these SPACs on my watchlist right now and also am in on RDGC Which is my largest position and. MOGP mainly cos of really good price I got in at and strength of investors and experience of BOD.

Like you still releasing funds from CBD plays bit later than hoped , but hopefully early next week CBX will catchup and we can resume strategy

Closely following SAE like you :-)

Don’t know how you guys have mental stamina to trade UK and then go over to US every day.
That’s like 14 hours straight.
But hats off

Respect Nol

U r def our Pharma specialist here...

Braz - been getting tons of these since I joined PB for CBX IPO.
Only did ARB which was one hour window based on descent discount

what’s the kicker here With this co.?