Member Info for mcleod

The share price and consequent value of this company is solely dependent on sentiment at the moment. Therefore there will be fluctuations depending on levels of belief. For those including myself who believe that just one of the several programs of research will deliver real clinical success then the current valuation is extremely low. It is rare to make money trading in and out so I am staying put. Happy hunting to the traders but don't go expecting sympathy when you miss the big day!

Just topped up - always nice to buy on dips

Amazing results
Been in a few years
Just doubled my holding today on the back of this
Agree will need some analysts to wake up but this is worth hundreds of millions

This is amazing clinical trial data. These poor patients go blind without treatment and this is the only treatment that has worked at all to date. Likely that shares have further to go imho

If this retina treatment works and it is looking good currently this company will be worth a fortune. Hundreds of millions is possible just look at the price Roche paid for a single drug product for IPF of nearly $8bn

An extra £2.5m in the bank
Nothing lost
Other parties interested
All going well from my perspective

How do you value a brand?
Clooney et al did very well with theirs. Nearly $1 billion after a few years

Agree brand value important here
I would not discount the potential sales as with a huge pub estate owner and an ex Diageo Exec on the Board there is a lot of good experience. This is not a fly by night company

The market is not ignoring growth
The p/e remains sky high
This stock needs very good growth to justify that
Actually it's not really growing fast enough
However, at the current cap value probably the brands are worth more
So really it depends on what you think will happen

Very difficult to predict revenue growth. However, with a statospheric p/e this stock needs it. I suspect much of the current valuation reflects not the growth but the prospect of a brand valuation supporting the company value in a sale process of some sort

Good results with very encouraging maintenance of margins whilst growing profit Cash balance of �3m and has positive cash inflow Clearly able to fund their own growth and do so without pushing up operating costs All going well and the p/e of 84 should drop rapidly with further growth

I think those who are mad at shorters have a point However to say this stock is 9x earnings and therefore worth buying also misses a huge point Those earnings are not guaranteed. The drop in margin is significant and may well predicate a further steep drop in profit as there is very little room left for further headwinds. Hence some nervousness in the market about what profit can be actually delivered and therefore what dividend can potentially be paid. I am afraid the retail sector is no longer a space game. Homebase sold for �1 last week

Old posts are just that old. And factual As was yesterday's I sold out of here a long time back. I love their vet model and it will drive store activity but just not enough to justify the estate at the moment Cvs is a pure vet brand and rated much more highly. Always seemed a big discrepancy but that hasn't been enough to push the sp up here

One way traffic. Down Like all retail Marks and Spencer's closing stores The bricks model is doomed

Nice jump Yet another illustration of how the market is not getting things right in pricing stocks. So many shares have huge uplifts when results come out. Should almost start trading around results!

So why the increase today with the market falling?

Unlikely More like averaging down

Any thoughts as to why the increase in price?

This is disastrous for shareholders Shocking how big the fall is

So the share price has halved today What value do the rights issue shares have currently?