Our latest Investing Matters Podcast episode with QuotedData's Edward Marten has just been released. Listen here.
Just wanted to put this back out there before the financial statements are detailed.. from last RNS.
Firstly, at the Completion Date expected by the end of June after the finalisation of the necessary regulatory and administrative procedures:
· an amount of £4 million will be paid in cash; and
· the Company will issue 813 million new SYME shares at market price to the TradeFlow sellers which represents less than 3% of the Company's issued share capital.
Now the valuation of TradeFlow was independently determined to be £31million so minus £4mill cash paid from additional investors that leaves £27mill valuation from 813,000,000 SYME shares..
At the current share price this means around a £3.6mill valuation so I work out the SYME share price to be expected to be above 3.3p by the end of June based on what TradeFlow have agreed to.
If there was not a clear idea as to how this would be achieved I would not have expected TradeFlow to jump in and so I will sit back and see what this month brings..
GLA as always and of course DYOR as I am in no way skilled in anything other than making my own mind up..
Now that is a great statement.. my opinion is that it will fall a little more but the value of the pipeline prospects will propel it higher in time.. to have a selection of candidates that are on the cusp of clinical trials which would on my understanding add I believe 1000% to the market cap means that we are right now either in the perfect buy opportunity or if you believe the opposite then they will fail in which case I suggest you short right now.. that means everyone’s wins depending on their point of view.. gla..
Example might be that I think with SYME everyone expected them to release definitive financials on securitisations whereas they only advised a trading update.. HEMO advised negotiations are going well, they might have been but due to additional requirements things did not subsequently work out..
Basically I think that sometimes investors get ahead of themselves possibly due to increased social media, reading more into details provided etc.. etc.. Things might be going well or not but no one really knows until it is confirmed one way or the other..
All we all know is what is released through the RNS's and if that does not fit into what a large swathe of people believe then obviously they will sell, or use their capital in other ways to hopefully make quicker gains as everything seems to be about immediate returns in this market (gambling to use a better term).
Companies do not usually BS in their regulatory statements they are just interpreted in different ways.. As is always the way with AIM sometimes CEO's could be a little more delicate with the way they release information to the market but in my view, it is the interpretation that usually causes the spikes/drops not the information.
Signing off now BO.. GL with it all..
It is good to be positive.. looking forward to the next few weeks as I guess you also are but if you do decide to derisk, I hope that you you manage it better than I have so far.. :)
Absolutely, so why not cut and run.. Your choice and mine if I choose to do so...
I do though after reading a lot of posts, think that shareholders probably have to try and align more with the approach that the companies they are investing in are taking more so than the companies have to align with the approach shareholders would require of them, especially if they have in this particular situation easy access to funds to progress their candidates from what was a pretty good financing arrangement. (in my opinion)
It might be worth stepping away and getting back in at a later date and the risk is that you might not make as much from your investment as you would have hoped or that you might have not lost as much but that is the game..
All PI's pretty much see the same information and we all have to decide on the risks and if it is worthwhile and the shareholders that sold yesterday and could buy back in today, well done to them... If I had know in advance I would of as well..
We can win or lose on a daily basis in the short term but it is usually the LTH that really gain by having the conviction or trust in the company that they will eventually succeed no matter what ups and downs play out before they 'make it'.
GL Bo and I hope you do jump back in when the time is right for you.
Look, I know it has been a tricky day but the shareholders that were here on the basis of a quick buck from an Eli/GlobalCo deal have now probably left and were not here to invest anyway.. Referring back to the financing facility noted in the RNS on the 18th November, one would assume a lot of due diligence had taken place from the financer before allowing access to capital worth twice the value of their mcap and it would not have been given on the possibility of a confirmed deal with Eli or any other GlobalCo it would have been offered on the basis of determining an eventual valuation of their investment increasing no matter which path HEMO decided to progress down.
I have no doubt that Vlad knows he currently has a position of strength and is able to refuse deals that 'He' does not believe are in the best interests of the company or the shareholders, as he has previously noted in advance of this and further strengthening my view that this was most likely a refusal on his part.
We have the funding to progress at least one candidate to clinical trials without any outside investment and I did not invest on the liklehood of a larger company controlling out interests (at least not in the short term), I invested on the basis of Vlad and HEMO's research, approach and commitment to helping people that would benefit from their scientific achievements.
My shares will be held for possibly a few months longer than planned but I do believe will ultimately prove to be both a financially beneficial investment and a worthwhile investment in the health and well being of a large amount of people who really, really need some help from the areas in which HEMO are focusing on..
I invest in companies, not to trade them but these are only my opinions and I do wish the best of luck to all involved whatever their own investment strategy might be.. GLA and hoping for a bounce tomorrow..
Daniel Reshef Vice chairman, Nasdaq listing?
With you a Toine! Hoping gonna be a good week! Boom Boom Twerk Twerk!!
10,000 here and working on adding more.
It does feel like the more green symbols I get the better it is for me.... Happy days!!
I am probably now just joining a larger peer group.. all the best Chesh and GLA................. :-)
I understand why they are doing it but why will investors lose out? The consolidation of 2 companies that are ideally situated to progress the opportunities going forward makes perfect sense to me.. the investors have also made a substantial percentage increase so far on both MWG and SKIN SP so not sure what will affect us?
Oh dear.. sometimes people say things that just make you think not any more.. used to review your comments.. now filtered..
I will go with COVID Infection microbes. They can be detected in the mwg systems, are produced by humans in the billions and would be the one thing that allows for opening up of the economy because if you can test them in water, test them in saliva, test them in breath droplets..something that is compact enough to determine infection of the virus in any of these will be massive!
https://twitter.com/OmegaDiagnostic/status/1278670351397015554
http://www.omegadiagnostics.com/Products/COVID-19
Table at bottom of article clearly details current timelines and manufacturing partners for Mologics different Covid tests being researched. Hope it helps clear up some questions. :) GLA
https://infomeddnews.com/mologic-and-biosure-partner-on-covid-19-antibody-self-test/
"Fundamental Surgery achieves CME Accreditation from the American Academy of Orthopaedic Surgeons for Orthopaedic Suite of Education Simulations "
https://twitter.com/Ternplc/status/1258381705230024704
Just started my AIM journey and from my initial research #SKIN and #MWG were two companies that had such clear synergies and seemed so relevant at the moment and for the foreseeable future. This coupled with gjbrandon keeping interested investors updated on a daily basis with clear and concise information through social media and these chats made me feel comfortable that these were definitely a good starting point. Didn't expect him to reply to me but very thoughtful that he did. Will be holding for a while. :-) GLA