Member Info for missthepenny62

I'm sorry to all LTH's left holding the baby here. I decided to take the hit and sold out soon after my last post here, as well as VER. Both companies severely let down by their respective BoDs. It really is hard to take the way the BoDs still get paid well regardless while PIs lose chunks of their hard-earned.

AIM. Last minute tree shake before the news, I pity anyone who got stopped out.

Many thanks Trout, am leaning towards topping up now. Not as straight forward as other shares but as an exposure to the IoT market it seems worth a punt at least. Best of luck.

Hi Johnma, it's good to see some positivity on the BB. When you say the assets are worth 100m, the company itself values them at just over 11m today. So are you talking future potential income once they are fully developed and mass 'adopted' in the next few years? Had to scour today's RNS for cash and it reads as just under 300k a few months ago. Have they raised any cash since then? The funding for this company is a bit confusing with their open placing in the States (which is now closed??). They made a loss of 1.6m so really want to know what's happening with that! Feel stuck between offloading and topping up at the moment. The potential is there for all to see, but am concerned about funding and timescale. If anyone can tell me anything beyond what's there in the RNS I'd be grateful. GLA.

Keep posting RH. The difference between you and those who might be complaining is that you always back up what you say with evidence and well thought out reasoning. People are certainly entitled to moan about the sp being so low, it's absolutely understandable, but that current negativity is based on the price and not the fundamentals. I'm so deep underwater here I might have to change my address to 1 Mariana Trench, but am now strangely relaxed despite the sp thanks to LJ's performance, compared to when the sp was higher but mostly based on hope after what turned out to be misinformation from GC over a year ago. Have already learnt the hard way how a lack of patience (when both buying and selling) can cost you on AIM, as I'm sure many here have. Right now IMO is literally the worst ever time to sell these shares, with so much improvement at the mine, potential in the pipeline and the sp being so low. I already have a relatively substantial holding but if it dips much lower I'll definitely buy more. So stick around RH if you can spare the time. MTP

Am as excited about the potential of their Indus dental project as the burgeoning stem cell market that they're looking to corner. Widecells seems a very well organised and determined company too. Indus could be huge, they already have the contacts within the dental industry, but it hasn't been priced in here yet at all IMO.

Am very pleased with today's update. Long term it could be monumental. They have analogues that are extremely effective against cancer, while in the process have also confirmed that SFX-01 is the optimal sulforadex-based active for neurological conditions. SP should rise in the run up to readout, which is pending, and could indeed reach multiples if the news is positive (which should be the case given that test patients have requested to continue the treatment after their trial finished!). Excellent opportunity at this price IMO. As always, DYOR.

It's not that I don't believe you but I've been following this company very closely and haven't heard of any confirmation of licensing deals yet - I was under the impression they were waiting until after data readout in Q3 so their hand would be strengthened... Please embellish? An early deal would be a very strong external validation of the science. MTP.

In a better position than ever at a lower price than ever. That's why. GLA.

The company has stated they should be at break even by now and in profit soon enough. For a small cap pharma on AIM that is almost unheard of! And yet the SP continues to plummet on tiny volume. That tells me to buy. The shares cost a lot more when they were unprofitable and not as far down the line with the pipeline. I recently sold some dross small pharma who were burning cash with little on the horizon. MTPH a different animal and definitely a cheap LTH from here IMO. DYOR though of course. GLA.

I'm newly invested here too, and am sorely tempted to pile more in after reading SOHs latest comments. It appears he really does have genuine reason to be so excited and the SP is at an all time low too. Someone on Twitter claiming this to be the ultimate mortgage killer on AIM. I don't have a mortgage but hope he's right anyway!

I like what I hear about affirmers and that's why I'm invested, but it appears big pharma aren't as keen, or at least not yet. Avacta have enough cash to last them until early next year hopefully but after that they are looking to start their first clinical trial - sthg their CEO nervously said in an interview will subsequently require a lot more money (a rather clumsy and inappropriate thing to say at this stage even if he is just being honest - this is AIM and placings are feared!). So I hope the sp slide is more to do with future funding than the science, even though I'd like to know more about they are in fact doing to "improve our core technology" so they may attract any bigger deals in the future (the current list of partners doesn't exactly jump off the screen at you). Does anyone have any insight on this please?? Tough one to call this is, though I might be tempted to top up at around 50p if there is any news on progress in the meantime . At least that's where this appears to be heading for now, although like I said I do like the affirmer concept. However without some significant news this could well be yet another bottom draw AIM experiment am sorry to say..! Thoughts anyone? GL!

You didn't miss a thing and that's the problem! I've never been invested in a company which puts so little news out. What exactly are they working on right now? Huge cash burn but there doesn't seem to be anything anywhere near a reality in the pipeline. Yes they have a lot of money but they also seem to be spending a lot without telling us what they're actually doing with it. And how much will this expenditure increase if they are to finally progress some of their ideas through the clinic? I doubt Woodford would want to play double or quits with this one after such a poor return. I like the microbiome space but this company seems almost arrogant in their negligence by keeping us in the dark. Or have I missed something?? Come on 4d pull your finger out and give us sthg to go on before we hit double digits please!

Am already deep underwater here as is everyone else but alas I still don't see any shoots of an SP recovery for a while yet. They have enough cash til the end of the year apparently, which means an unavoidable placing waiting for us before then. Tbf that's the case with most similar companies on AIM, but considering their now tainted reputation and the fact they only really have one thing in the pipeline, which is only just entering the clinic, it's hard to imagine the price going up in the meantime, though of course I hope I'm wrong! So the question now is, stick or twist? Just how much patience will we need? Sorry but I don't enjoy AIM sometimes! At least the management are still getting paid even if all us PIs are being diddled! Ok, look on the bright side, you could be in VER instead! Luckily I have a few 'baggers' to balance things out but this still stings. GL.

...but I'm not sure how results can be anywhere near adequate unless the expensively assembled salesforce really manage to pull sthg out of the bag. Last fwd looking statement indicated they'll struggle to hit target on Tuiz even in a record flu season, and that the drugs they're resubmitting (a very costly process) thru their bumbling partner Tris may not sell well anyway as they are narcotic based. They are targeting prescriptions rather than sales off the shelf but in the same breath say prescriptions are decreasing overall as well, at a time they need "exponential" increases. They then have the audacity to suggest their non-narcotic drug might do the job instead, despite the fact it's way off NDA application and has just one $ (<50m potential) next to it on their pipeline description page. Add to that significant, accelerated cash burn running alongside their underperforming, limited product range, and I really am considering selling even if it's just to save the nominal amount my holding is now valued at! Apparently their previously considerable cash reserve will be gone within a year, so what then? Can anyone please tell me anything positive to go on in the meantime? Perhaps they can they change direction and focus purely on R&D so they can stay as a going concern before it's too late? As a strict rule I never deramp. But I am very disappointed in myself for believing the above negative news was already "priced in" and thinking it might be undervalued - hoping for Tris to succeed in the meantime - when clearly it wasn't. I'm massively underwater here as everyone is, but I just want to give my tuppence worth so anyone thinking about catching this falling knife has a wee bit more info to hand. Like I said, I hope I'm wrong, but this is definitely my 'least favorite' share right now, and I hold redx!

Phase 2 readout ahead of schedule. Phase 3 hear we come? http://www.veronapharma.com/blog/verona-pharma-provides-clinical-development-update/

Skinbiotherapeutics "generating interest from potential commercial partners". Already passed safety trials. Cash in bank. Low cost/risk process of upcoming cosmetic efficacy trial which if successful could lead to "billions". Market cap around �10m. "Industrial size scale-up" already underway. The only reason I can think of for the slight dip after these results is that someone 'big' finally sees the value and has asked the MMs to load up on the cheap? Stranger things have happened (Motif Bio case in point). If it hits 7 I'll grab more for sure. GLA.

Having said that there's been key changes to the BoD since the detrimental misinformation of GC's presentation over a year ago anyway. GLA.

A PI's perspective: https://www.linkedin.com/pulse/kennedy-ventures-update-michael-crilly?trk=v-feed RH you say Lithium is at >1% but a previous operational update puts it at >1.5% and yes you're right the JORC should be well underway. And I agree, the only way is up provided the BoD don't drop the ball again!

TBTT, I liked what I read in the RNSs, that's my opinion, my interpretation. Don't have to work for a company to do that. You seem upset, which can only mean it's good news. Larry didn't quit (you said he would - a prediction so ludicrous it pretty much sums up your credibility), it's being relisted, progress being made, shipments being sent, jorc on the way, etc etc. No sales figures but we expected that due to the time frame of the report and the NDA. Indeed you still appear to struggle to grasp such simple concepts but I guess that's to be expected. I base my opinions on what's there in front of me plus whatever further research I can find time for. I've been in Kenv for a long time and am as painfully aware as anyone of their previous disappointments. But I feel positive now and have good reason to be. I literally quoted a few main points of the RNSs and you call it ridiculous. Hmmm. You base your opinions on...? Your agenda is..? Not going to waste any more breath on such a spiteful no life and help you drag this BB down to your level. GLA holders here.