The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
marker72.... thanks, indeed a nice little mention on BBC South Today
https://www.bbc.co.uk/iplayer/episode/m000vv6t/south-today-lunchtime-news-04052021
skip to 3.30pm
Oak... I agree. It's been interesting to watch and understand why most PI's loose money at this game. I have a feeling more and more shares are being transferred from small PI's to bigger investors and II's as the months pass.
https://www.share-talk.com/weekend-edition-bulletin-board-heroes-sunday-2nd-may-2021/#gs.0j2bho
11.15 minutes in (last share discussed as he forgot about it until the end).
Apologies if already posted.
My average is 85p.... but I have been in this for 14 months now, and was sitting on some substantial paper gains, which were painful to see dissipate.
A good friend of mine has about £4m in this, he told me to sell half at 2.30... I didn't as I was too emotionally attached. He also told me that the share price will be all over the place until end of P3.... he was right about that to. But he seemed pretty relaxed, considering, when I spoke to him after the drop on Friday.
I am still positive about P3 results, and will buy more if it drops to £1, but I don't think it will.
This year I took advantage of the drops in Pensana, 4d Pharma and Novacyt, after wanting to be in them all, but I'd missed the boat the first time around.... so took advantage of the cheap share price and have done well with them all. There will be lots of people doing the same here, but more so, Synairgen is very well known...as well as ii's too.... so I think next week we'll see a steadying of the SP, and some new investors.
We know this works..... a few long termers have sold half, in order to invest their money in the short term before returning, and I can see why.... there are lots of other opportunities out there, why have your money stuck here until end of P3.... but that doesn't mean that they won't be back.... they risk missing the boat .... as some did in July, but they still have half in, so will be philosophical about it if they do, I'm sure.
India is out of control, it's really desperately sad, on it's current trajectory they'll be looking at 500,000 new cases EVERY DAY by the end of the month. To make matters even worse the numbers tested aren't even close to ours. Socially distancing isn't really in their culture, and for the poor, not possible either.
It is also looking like, in the next day or two, new daily recorded worldwide cases will be at their highest since this began, and rising quite fast. Human nature does tend err on the side of hopefully and optimistic, I suppose that is because the thought that this could all be going to get much worse is just too depressing to contemplate.
Thanks Brysoa, that's really interesting as I'd thought they'd all but written off administering IFN by SC injection.
It also says for 1a they used only 12,000 IU, and for 1b a whopping 8,000,000IU? That's nearly 1000 more.... am I reading that right? I'm assuming the cost of using so much more is also a factor in the benefit of using 1a, not to mention possible side effects of injecting more?
I am also assuming they use a lot less again via the inhaled route?
Spinnaker..... for the sake of the, relatively, short term investors it would've been great if he had released the HT in two parts. But I don't think his priority is to the short term investor. He has had very large investors with him since the beginning, who are happy waiting until the summer.... what's another few months, when they've been with him for 15 years of up and down.
I also remember listening to one interview when RM said that RNS's take a lot of time to put together... from reading the huge contents of past RNS's my feeling is that he will roll everything into the next RNS including the 90 day/long covid/Active 2 and anything else he can give news on. It would be nice if that was April, but am prepared for it to be May.
The science is good, the company is solid. I'm pretty relaxed about the short term SP..... but very excited about the next jump up!
Thanks to Tornadotony again.... your chart predictions are solid, and it's great having on this board. I have incidentally doubled my money on one of your share tips/timings in just a month.... so a big thank you for that!
Schrow... thanks for those timelines. Are you taking the 90 days from the 20th Jan, last patient dosed? I, perhaps wrongly, had assumed that 20th Jan was the last patient dosed for the first time, rather than the last time, in which case my 90 day date was another 2 weeks later than yours, being 6th May.
Doc..... no one thinks that, I think you have misunderstood what people have said.
It will be useful to see the 90 data set as proof for PREVENTING long covid... I think everyone agrees with that. I don't think anyone is suggesting that this current trial will prove that it CURES Covid, after the event... that's not what this trial is about.
Though I'm sure we'd prefer to get the earlier 60 day data RNS'd first, and then the 90 day RNS'd later, when it's finally ready.