Member Info for Natdan

One would hope that the BOD would shrink proportionally, otherwise it would stand as large as the Politburo.

I’m not convinced the frenzied wish to be bought out will lead to riches for many of us long-termers. How many bidders are likely to offer double the prevailing price, or anywhere near?
I’ve waited this long, so with all the supposed pieces now pretty much in place, I’d rather foresee a decent SP recovery with a maiden profit in sight, then a bid to follow.
Who knows, even a new II might yet jump on board to establish a touch of SP stability.

Didn’t listen in its entirety as lost the will with the tech explanations. What struck me most was the chap who flew in from the US, busily outlining how many takeovers and mergers the sector has undergone and, as far as I could ascertain, as good as putting out an open invitation to any out there to come and buy us, preferably at a substantial premium of course.
Ygen seems to have so many products it is difficult to see decent market penetration any time soon in any specific area.
The Ranger tech is portrayed as the jewel in the crown which might eventually tempt one of the bigger players to swallow us as a morsel.
In the meantime, the Waiting for Godot scenario remains the order of the day.

I think they put the wrong sign on the door -should have been ‘Capitulate Markets Day’.

There is certainly a disgruntled teddy today, bombarding the market today with regular 100k+ sells, on Capital Markets Day of all days. Hell hath no fury than a Chang scorned, if that is the case?
The sooner the company is upfront and transparent about the identity of the seller(s), the sooner the overhang can be cleared and normal business resumed.

“ Strategic review initiated for Taiwanese laboratory given ongoing external constraints”.
A strange one-liner to slip in. I recall no previous reference to Taiwan being a trading issue for the company, and no suggestion China has invaded or blockaded the company’s activities.
So Stas’s theory that Chang might be selling his shares with regular 100k drops appears credible. Somethings a bit fishy on the ‘made in Taiwan’ front.

Oh Adam, surely you didn’t fall before you were pushed?

Stas mate, you were doing so well today with your rapid analysis of our new partner, before you turned again, like Pavlov’s dog, on LR!

“ Yourgene expects that this partnership will underpin its future growth and create a greater number of commercial opportunities for both companies.”
- I expect this will be the flag-bearer for the US market. Just a coincidence of course the ‘mystery guest’ from the US is revealed the day before Cap. Markets Day.
Add a bit of spice with the Y/E (surely tomorrow) and newinvestors will have to form an orderly queue?

The Co. Is certainly cutting it fine with the due Y/E update and the forthcoming Cap Day. Will the numbers be released just before or to coincide with the Cap Day, perhaps combined with a favourable news announcement, in order to maximise impact for potential new investors to hop on board?
Us long-sufferings certainly require something to reinvigorate the SP. The recent couple of decent buys might just be an early indicator.

Noted. Perhaps Dr Chang is merely fulfilling his title of “Chief Entrepreneur”, whatever that means!
I seem to recall many moons ago that the only function I could find attributable to him was as a power-point presenter on behalf of Ygen in S.E.Asia.
But then experience shows that owning a “Dr” title does not guarantee being a good business-man, often the contrary. Unfortunately we have four on the BOD, Dr Little being the most notable disappointment in his previous incarnation as CEO of Nipt.
Roll-on the Dragons Den/ Cap.Markets Day.

The “100,000” seller continues and shows no sign of ending yet. Is it a single individual or a single II? It certainly has the feel of a disgruntled teddy who is prepared to take a loss in order to continue to keep the price depressed. Motive unknown.
The negative vibes with which this share has been enveloped could have been addressed by the CEO making enquiry with the Exchange for holdings in the company to be updated, and shareholders accordingly to be kept up to speed.
Why LR has remained silent throughout sustained selling is the big unknown, but as has been suggested on this forum previously, some behind the scenes falling out is a likely contributor.
Let’s hope the Capital Day outing might address this issue. It is certainly a question new potential IIs could do with answering.
Answers on a postcard please for the identity and motivation of the seller(s), likewise when this ‘overhang’ might be cleared.

That is why your frequent “learned” investment advice is textbook copy of how not to…
In the meantime, one notes your “market crash” scenario has once again failed to materialise and has had to be put back at least another quarter.
Any other gems please do not share.

Strange wording indeed from the BOD on the touchy subject of options. What they seem to be saying is that we are issuing another million+ of the rascals, but the net effect of some other lapsed options falling by the wayside is teeny-weeny. We are still addicted to options, but our dosage is much diminished! (Alternative therapies are available).
For Gods sake, can we please focus on the Y/E update, growing momentum trading and leave something positive for the Capital Day attendees?

I reckon 120p with no time-scale… after a 10 for 1 consolidation to make the share ‘look’ more attractive.

Thanks for the response. So just how do you propose to implement your ‘review’? It’s fine having a wish list, most of which cannot be disputed. So will you be the one to set the ball rolling with your desire to remove the LR/ AR ‘dream-ticket’? Text book wishes and real-world scenarios can be worlds apart.

Houston we have a problem! Today’s mini-revival is emblematic of the malaise which surrounds this share. For those who subscribe to the “let the trend be your friend” theory of investing, an exit two years ago would have been the preferred punt.
The overriding question to be asked in any review is how could LR and especially AR remain predominantly silent with regard to the dismal share price performance?
The difficulty now faced is how the trend can be reversed and upward momentum resume?
By now LR would have us believe we would have been seeing significant shareholder returns had his grand five-year plan gone as intended.
I recall LR once trotting out the line that he had no influence over the SP. Oh really? Well if your style of management is to become a virtual recluse and rarely engage with investors, actual or potential, then he may have a point.
And where has the dynamic, dapper chairman AR been throughout these years, holding the BOD to account and steering the Co. strategy? Beats me.
For LR to now go on stage and pitch for new investors to join the party has a ‘Dragon’s Den’ feel to,it. No certainty of outcome.
The new significant US investor who insists on secrecy until the moment is right has a stale, unreliable feel to it after so much delay and radio-silence.
And if the SP does revive, then what of the stale bulls who will quietly seek an earliest exit at or near to break-even? Form an orderly queue.
Bring on the Y/E update and allow us to review where we stand.

Stats, you clearly are a heavily disillusioned holder at this price, like many of us. But if you took LR’s reply as a “buy” recommendation per se then it says more about your investment criteria than LR’s. And did other investors pile-in big time following that throwaway comment? No.
Calm down, dear, hopefully things will come good.

Stas20, does that LR reply amount to an invitation to buy? Hardly.

I am not defending LR but I recall that conversation and no way would he be advising to buy as has been suggested. We are all disgruntled teddies because of the SP decline but to believe he was encouraging a ‘buy’ signal is wide of the mark. And a breach of regs.
I am more interested in the continued large sells which appear to be mopped up by a buyer(s), and the SP continues to hold up at these levels. Finally clear the overhang and who knows?