Member Info for miti1000

Agadem ,
You seem a nice fellow but lets be honest, you have been ramping bullishly on savp for as long as I can remember and so far been totally wrong.
To answer your point about great rns's...yes we've had these bullish rns's..seven completion and now a new cpr and guess what? the share price has fallen...get real. That's how I substantiate my opinion. There's no mind bobbling rns due in the next few months, so I expect the sellers to gain the upper hand. Perhaps, you should think to yourself why savp is trading at 21p and not way above 35p which you and so many had now doubt expected with all this 'great news'. Anyhow, I know, you have invested a lot in this share so I'd be delighted to be proved wrong and for 17p never to reached again. Good Luck with that.
Olderandwiser,
Grow up mate.Am not naive ever to think I can talk up my book. I'm more interested in improving my entries and exits and looking at the bigger picture to take advantage the next time similar situations occur.Sadly, on AIM , similar situations occur all to often and not enough investors want to delve deeply enough into what may be happening. To just think savp is a great company is naive and to accept 50% swings in the share price while holding throughout and not trading these swings is frankly absurd.

Cadell ,
In answer most of those institutions paid 35p for their shares so I'd suggest its been a pretty poor investment for them to date. Approx 40% lower.
Institutions tend to look at the long term picture and as I said, SAVP's future does appear bright but there is execution risk here esp. while there cash levels are so low and Seven sellers dampen the share price imo. Lets face it, The big deal was meant to be the SEVEN completion and the share price has fallen despite all the bullish talk from investors, AK and analysts. I fully expect to pick up a holding closer to 17p as the news flow dries up in the coming months.

GeordieShores,
Can you tell me when Greggs started opening their stores so late .Is it a recent thing ? ie. since they announced their later openings plan in July or has it been the case for ages ? TIA.

Billyboy, stop spouting a load of nonsense...there was no flare in March as nothing was being drilled!!

Yes ,that point seems to have by passed, Somm.

Personally , I reckon he should tell you to go f off after the abuse you have given him , dog.

Jatw ,
Tend to agree with your posts. In the longer term, CKHH selling down his stake is good news and hopefully in time, HCM will have some bid premium which has been totally absent so far.
Problem is , Mr Market will be focusing on how much more of his stake he will want to sell when the lock in expires when HCM floats in HK. Having made killing when WCC floated from aim to HK a few years back, I fully expect HCM to be given a low valuation initially on HK as they will get squeezed on price (as they were on nasdaq) with a big potential overhang. I think CKHH have also handled this sale really poorly but it will probably prove to be nice buying back in opportunity for me , albeit, not at the this price.

Hutchinson clearly screwed the investment case for a while here. The problem being that they have now created a big overhang going forward for the rest of their stake which is over 52%. They are only locked in for 3 months. I'm surprised they haven't said they will stay invested for 12 months but with HK listing a possibility sometimes later in the year, maybe that's when they want to sell more. Hard to see the HK listing going ahead at any half decent price now .I'd expect the shares here to keep drifting off even after the MS shares have been placed.

davey, have you done a valuation comparison for hcm compared to other similar HK listed stocks ?

Matt ,
I wondered when you would surface. As per my post on the 4th December , I sold all my HCM at levels well above 50 quid and made close to a million quid so I think my timing on this particular investment was spot on . Good enough for you ??

Weird, the jam was always supposed to be 2019/2020. Strange time to sell.I've added another 200k in the past hour.

Clearly bad news the warrants were not exercised . Since the share price was nowhere near 35p, there was no hope of the warrants being exercised .

Sadly that meant that SAVP were strapped of cash.Hence the awful placing at 28p which has dampened the share price and sentiment when it was trading comfortably above 30p. That also clarifies why Niger tests have been delayed despite the nonsense spouted by AK to the contrary. its all about cashflow nothing else.

The conclusion of the Seven transaction is paramount to allow the company to get hold of funds as well as confirming bright future of what looks a terrific acquistion . until then we tread water imo.

I think getting a farm in partner for Niger is absolutely paramount asap to ensure that opportunity can be developed .

As per the RNS today , Ashmore down to 2.849% . Clearly they have been sellers for a while now. and have 25million left.

The savp website indicated Ashmore had about 6.51% on 1st Feb .Seems like they were wrong as the RNS's released prior to that date have indicated.

nen2319, I think you are being a bit simplistic in your assumptions. You can't create a big company without issuing shares or doing deals. Yes , it pushes targets down the road but if acquistions are clearly accretive, then it's for the greater good.
Savp clearly have to deliver on their assumptions of cashflow and other targets and that will make the investment case take a lot longer than perhaps some are envisaging .
I'm glad you have 6 figures invested in savp and I'm sure it will pay off. I have the same invested in it and nothing to date has worried me at all.

I invested in HCM for the past 3 years and made close to a million quid before selling in December . I started posting on the LSE HCM board around that time and continued ever since till I posted my selling out right near the peak. Investments take time to mature as witnessed by Zengas's Cove.

Sadly, talk of hero worship and mockery of targets without any substantive comments to back that up do you no credit. Research, research , research !

As for bonus performance and share price performance, AK has a lot more skin in the game than you or me. So far he has delivered in my view. I'm more than happy with the progress even though so far I'm losing on my overall investment in SAVP at an average of 33p.

! million shares gone through at 33p

nice to see Hambro buying. Pity we can never work out who is selling.
I've added another 100k this am now the big AT seller has cleared.

I think confidence has been shaken by the recent RNS .There were clearly at least 2 bits of negative news and CH's confidence in those data was misplaced. I've listened to presentations over and over again and so the epidemiology news was a shocker imo.

I originally thought on the release of the rns the share price could fall to close to 30 quid esp. in a poor market. I can't say I'm remotely tempted to buy back at 35 quid and I think the slide will continue .Saying all that , all is to play for for HCM , but they really need some good data readouts to restore confidence imo.

I was very lucky that the MSCI volume allowed me to sell my 35k shares but with the roller coaster this share has had since announcing the Nasdaq ipo , I think I deserved my luck on this occasion.

davey, tbh posted as I was hoping you might sell a few in the face of these tough markets after that huge spike. I can 't say i'm tempted to buy back in anywhere near this price in the absence of some news. Saying that, its easy to become bearish when markets are so weak. Personally, I would take profits even at this level .

It will be interesting to see what price hcm finishes at in the US tonight . If it does induce a big spike , I would def sell your adr's tonight in the auction. The Nasdaq biotech inclusion is around 50/50 in terms of price moves so hard to be sure. Good Luck.

As I mentioned a few weeks ago , Hcm was likely to be added to the Nasdaq Biotech index . Its been confirmed now .

I think the fall has not been too bad so far so perhaps it may hold up although I doubt it. Personally got my brother to sell out totally this am . I don't see the risk in holding them for now short term.

The news was poor on MES....very clear.

Lily not really taking up Fruq option in China is a negative but large'y expected. They may not take up their worldwide rights on FRUQ but again that would be expected.
The increased investment is fully expected imo.
Azn doing more trials with savo is good news. although I didn't think the savo trial data was that compelling (bwtfdik).

A few chinks in HCM recently but not terminal at all to the investment case longer term.

There will be very big volume tomorrow in the US on HCM but not necessarily indicating an obvious spike either way that could be relied upon. Don't read anything into that volume.
Bon chance.