Member Info for MrTennis

Hey all. Was at a small conference today with Vince Cable speaking. He was highlighting how restriction of oil supplies and price shocks won’t be fully realised until right through to 2027.

And how energy security is being accelerated across Europe.

My opinion (we all have one!) is that Hydrogen is a great future bet and ITM within it is the one to back.

Agree with Wookiee and the other sensible posts. But Jeez! Where did crazy gang come from?!

Markets are tanking in a few places atm. So the market has changed…ITM has not. Surely anybody that bought, bought the fundamentals no? So many developments to come.

For interest. The picture of Dennis and Christopher on Protium’s website, has them signing on Hydropulse letterhead. Kinda like that 🤜🏻💥

Having attended the shareholder meeting last year. My overriding takeaway was that Dennis has now become ITM. Every person on the shop floor talked about Dennis. And my Q to him was how much certainty is there in such a bright, young, ambitious CEO staying. And how financially locked in was he. Because I think that’s ITMs only risk.

Am I right in thinking he has around 1.3M shares? I hope so. Because that’s a strong lock in. I’d give him more.

Lastly. I know we all get excited about valuations. But if this were a £100B company….like it’s not impossible via NATO. And it’s not as much money as we’d think today. So I do believe this is just the start. 🤜🏻💥💥

I think this is brilliant news. DN will have a lot more visibility of data than we do. He’s very confident. And growing more confident. 👉🏻💥

Really useful. Thanks. And GDR easy buy for Saudi's.

Didn’t feel like such a big gamble - phase II indicative revenues were highlighted in earlier BOD slide deck this year. Single digit millions, but will take the heat out of additional fund raise and market will appreciate that. Just my opinion though. And worth a punt.

This I totally agree on. I had the exact experience with SNG. Where TGF took it private - BUT shareholders kept their investment.

I feel AGL will de-list. Very cheap and high value IP.

I think it’s all about what they do, not what they say they will do. As a LTH since 2020 I’m a little nervous. Only certainty lifts sentiment here.

We can all speculate and fill in the blanks. We all have an opinion, mine is that it could go either way.

Kind regards. Mr Tennis.

I have held this share since 2020….in plentiful amounts. Never have I seen it behave with such a robust momentum.

It’s had a classic ‘fly and die’ trend. But this is so different. Very interesting.

Good luck all. Kind regards. Mr Tennis.

This webinar is sadly a copy of paste of the last one. Disappointing. Another 6-12 months to wait IMO.

Kind regards. Mr Tennis.

IMO polygon are V interesting. This is on their website:

European Event Driven Equities
Polygon co-founder Reade Griffith has been a major European Event Driven Equities and M&A investor since the mid-1990s. The strategy is founded on a diversified, catalyst-driven portfolio that exhibits a low correlation to European equity markets. A thoughtful, size-constrained approach allows a focus on more attractive and less-followed opportunities while remaining nimble. These include:
Corporate Restructuring: participation in recapitalisations and balance sheet deleveraging via equity issues
M&A: favouring hostile, cross-border or otherwise complex transactions more likely to be misunderstood by the market
Dislocation: medium-duration, high-conviction trades with significant upside potential
Special Situations: “piggybacking” on corporate activism and/or pre-deal opportunities
This strategy is led by CIO Reade Griffith and Nicolas Dautigny.

Kind regards. Mr Tennis.

For me the interview was really insightful.

I think you see a very assured CEO who knows just how special, unique and effective his product is.

I also think he’s not short of a few quid so he’s never gonna screw things up by going too fast.

Given the scale of AGLs potential now, I would be very surprised not to see a larger company acquire them over the next 12 months. I think the CEO is well connected enough to know this too.

The short term SP doesn’t matter IMO. Lots to look forward to!

Kind regards. Mr Tennis.

Agree with this. NNN was always and still is a 20-1 shot. But there’s not motivation amongst the exec board on NNN or on Virosynth to ruin their reputations. Why would they?!

Sit in for 24 months and let’s see what happens. I think it could do well. But it is a 20-1 shot!

Kind regards. Mr Tennis.

Possibly Welsh. It’s certainly not attributed to buying volume. If it crosses 40p then I’d say something tangible has happened.

Kind regards. Mr Tennis.

Two clear and proven stats jump out for me:

1. A 70% reduction for high risk patients progressing to severe disease or death. That has now been established.

2. We have a safe and well tolerated drug. That has been established for some time.

Why do we need to go through the arduous process of another trial?! We have strong backing from the US. so my hope is that the FDA encourage us to make an application for EUA. We do have compelling data.

It reminds me of the COPD trials with AZ. SNG couldn’t find enough high risk/extreme patients for the trials. Yet we know it works. Highly frustrating!

Time will tell I guess. Kind regards. Mr Tennis.

March 20th in 2020 just to be clear :)

60p was the entry price on March 20th when lockdown was due to hit. So 60p now feels like a great entry point. Delighted to be in with this share.

Apologies as I can see it’s already been posted.

GDR released this onto LinkedIn this morning. https://lnkd.in/ddVenf_K

Great article on the NHS website. Quite detailed and upbeat.

Kind regards. Mr Tennis