Member Info for Mikey279

Simples really, allocation of the asset fundamentally changes the scope of the company and should push it to at least £10-20m mcap - and that's before it's even unlocked (check out the NPV of the projects)... it is binary though

Asset= oysters for dinner

No asset = oyster card home

Mcap = £2.5m

DYOR etc

If this comes off... we'll all be celebrating with oysters ;)

in for a few mil... reminds me of the OEX situation last year, significant re-rate if it goes through GL all

fundamentally the RNS does not warrant the drop, but ultimately it's buys and sells that drive the SP... if an ii offloads the price takes a dip/halts until it's taken up.... the savvy will then wait until it settles and observe the fundamentals again bringing it up again.... timing is everything

shoddy sequence of events for sure... but still limitation of damage to financials?

I did mis-read the RNS - it says minimum of $30m (£23.5m)... although revenues 2 years ago (assuming it was prior to contract) was circa £280m, trading update in April £311m.. so can't be too much upside on the materiality.... then theres the question of profitability on the MSA which largely remains unknown but assuming average of 12% on revenue as per April statement... that's £3-4m max + litigation costs which is largely unknown.... barely a scratch

just had a look at the top faller today, not in yet but one to watch IMO... not your typical 30-50% profit warning

rev loss accounts for 7.5% of revenue plus litigation costs... nearly equivalent to year on year rev growth?

best case scenario 8% drop in revenue in 3 years time?

not in... but that accounts for 7.5% of revenue plus litigation costs... nearly equivalent to year on year rev growth?

best case scenario 8% drop in revenue in 3 years time?

meh... easy pickings IMO if you time entry

GL

Great day... churn here at this level is more beneficial for long term growth than wild swings upwards... repels the traders looking for 10/20% and benefits the holders looking for 1000%-2000% ;)

Good weekend all! been an amazing run so far

Consolidation after such rise is extremely healthy - it prevents spikes and forms new bases, gets rid of impatient traders and allows new long term holders in -

People need patience, seriously switch off for a week and stop following the SP, the real investors will buy in when its quiet ;)

Multibillion....DYOR

just having a quick read at the comments today, some people are seriously downplaying the potential here after today, I don't think many are understanding the P/E ratio of pharma/ drug sectors, particularly when it comes to royalties

Assuming no dilution, stop thinking SP (yes I get 20p is 10bags etc) and look at MCAP and shares in freefloat, as an example:

10% of £400m sales on a gross royalty basis, = 40m on a conservative p/e of 20..... multiple drugs/deals in pipeline, cannabinoid, etc etc etc.. dare I say £1 is ONLY £460m mcap?

DYOR etc

almost the perfect day in terms of news and sp movement, consolidation and profit takers out provide liquidity and entry points for new holders

trying to hold excitement here but today was make or break and the difference between a 2 digit and 4 digit mcap company

I'm not sure if people have caught onto the magnitude of today's news ...the pipeline here is insane

the beauty of a low freefloat high potential share, it always has a rocket up its arse..........

Still peanuts at this level

Did say.... how are the ii's going to buy in?

not a fan.... but looks a bounce due at some point

IMO the freefloat and liquidity here is key to a fast re-rate, it's rare that you find shares with so few ii's and traders, if results are positive, I have a feeling the mcap will exceed valuation and potential at some point due to how fast the SP moves, not to say that they wont eventually align....

i.e. if spreadex weren't selling it'd be well into the late teens/twenties already... once they're done who is providing liquidity and how will any new ii's be getting in?

Finally took the plunge today after some thorough research albeit with a lot fewer shares, gutted as turned down a quote at 3.2 a while back, but such is life...

Been watching it all the way since and have been wondering why other than spreadex selling, there was such low liquidity and few amount of sellers along the way up.... well after researching I can see why so many are holding on - IMO IF the results are good, this is potentially a £billion + company in the making... forget your 10bags, think 100...

fundamentally NFX probably has the best highest risk reward ratio out there:

- Imminent transformational event
- Profitable and funded
- Huge director skin in the game, with few ii's
- Unlikely to dilute
- multiple avenues of revenue and value infliction
- multiple royalty agreements
- main market
- TR1 from a professor

^ common knowledge on these boards, but i'm in for the ride... DYOR etc

GL all

"The precise valuation attached to a deal is unclear, although one insider said the sale of its Nordic airline and tour operator was likely to be worth "several hundred million pounds".

enjoy the ride ;)

would not want to be short here.... heads up

life in the TCG it seems.... games begin

Not calling a bottom but will definitely take up more sub 3 if it gets there....

Every share behaves differently, with different ii's and thresholds etc... PHD was an anomaly and ended up with 4 or 5 ii's selling at once, it will still come good imo....just a longer timeframe

Problem is most people expect an instant 50%+ bounce on the day, but they usually happen over a few days/ weeks..

As said before... picking winners in aim is extremely difficult, most of my successes have come from 'overdone' drops where ii's essentially handout freebies to the PI

DYOR etc of course

Yes I'm quite surprised in all honesty, there weren't many takers at each drop.... but do love it as it means opportunity, actually bought prematurely at just above 4 thinking absolute bargain... but have averaged down since

Tonnes of shenanigans going on in the background today with the A's, the drop to 330 but couldn't buy until 360 and the million pound transfers etc etc, assuming some big ii movement/transfers in the background

Another one was ZOO, literally did 100% from the low

An ii actually increased a few days ago... anyway one to wait out... freefloat is almost nothing on 28m shares..