Member Info for nemethv

Apologies if I might have missed this amongst the 500 posts today. What would happen if Poly (or anyone else) passed 30% and made an offer? BOD would call an EGM and advise shareholders to vote for or against... majority vote decides?

153p - was closer to 200 but got some on Monday. I figured if I've lost a shed load of money I might as well be a bit crazier. Will see how it pans out.

re: Poly trying to break even: Their average is too high -- as someone said it's around 160p or some such. They'd need to buy a lot more to break even, unless they think there is something relatively seriously viable that remains with the company.

We can probably do a 10p party and instead of rum we could get Tesco Value Sailors' Drinks or whatever they're called. I hear they're beneficial for causing amnesia when administered in proper doses. Might be helpful here. (sarcasm, sorry.)

I don't remember the actual numbers but I think there will be others here that do, EUA has been granted to a variety of otherwise poorly performing drugs with relation to COVID so there may still be sales generated from this, albeit less than with a positive readout. Ie income etc is not totally impossible.

Nah. Tried to sell initially 10k shares but didn't manage to sell any, even when trying 5k only

Ah don't be so negative, the BOD are making sure they're maximising shareholder value! Imagine what it they weren't......(sarcasm)

Also - and I'm sure this has been discussed plenty of times - remember that the vast majority of global REE assets are in Chinese ownerships one way or the other. The West is already hard-pressed into finding resources outside China's ownership....they'll be crazy to block Russian interests in such cases as that would leave them with virtually nothing left.

TBB: The BOD has been historically extremely poor at managing timing expectations. I've said this in the past but it's not an excuse of sorts that "shortly" in a business sense can be long years. I joked about the thing where in the context of the history of the known universe (12bn yrs) humans came to exist shortly after the dinosaurs went extinct. I still mean it. They should be more precise within their capabilities, say Q1 or Q2 or H1 or idgaf but 1) be more precise about what they are aiming to achieve and when. I refuse to believe that the NDAs prohibit releasing more information after this stuff has been going on for welllll over a year now. Many inc myself have been here with an average of 20-30p and waiting for more and more shortly while the world goes by. Just because the BOD hold a lot of shares and they are in this deep that doesn't mean their way of keeping shareholders updated is acceptable.

I guess because it is something that he believes in personally and he knows it would help people. It's his baby basically. The majority of ppl working for companies in the developed world are employees that care little about the success of the company because ultimately they get crappy salaries and shareholders get the good money. You can't really expect the majority of Tesco or Facebook or pick-whoever employees to reeaaallly care about the company (tho' I'm sure some do but you know what I mean, no disrespect to Tesco or Fb empls.)

With HL, but possibly other platforms as well there is an option to either have any dividends automatically reinvested in the company or receive them as cash. In case of EUA if they sell and there's a dividend following the sale, anyone knows what the logic would be if reinvestment was chosen as an option? I don't assume it'd be automatically transferred into EUA2 as technically that's not the same company. Or this being a 'special' dividend it'd be cashed out regardless?
Also - and this may have been discussed previously - any thoughts on EUA1 shareholders getting early access to v2 shares perhaps?
Thnx

Companies don't have the power to 'stop' such things. If you look around a lot of (espc AIM) companies you'll find that BlackRock and some of the others have been manipulating the prices since forever, largely to the ultimate detriment of the PIs. Companies however can't sanction who can buy on the open market and international legislation is in favour of IIs and hedge funds on this.

A T/O - in my personal and admittedly inexperienced opinion - would be more beneficial for SNG in the long term.
Assuming INF-B works and we're all happy bunnies it is still generally their only major product and unless they get something else out of the hat they'll be stuck with that one product for a reasonably long time. This has a first-mover advantage but that won't last forever. Other companies will start doing their own research sooner or later.
I'd assume 1) big pharma would want the IP and 2) knowing how efficiently (not!) gov'ts generally prepare for future pandemics (++ remember meds are basically perishable so they can't just buy zillions and wait for the next thing to happen in possibly decades with the original stockpiles) - by the time the next-Covid arrives bigger competitors would have prob developed something similar and their lobbying power would prevail against a comparatively small company like SNG.

I don't see the point of sng agreeing to a buyout pre-readouts - if the numbers are good then they can drive a lot more money espc with an eua or orders, if the numbers aren't good, it's not going to sell anyway.

So much puffin about nuffin' -- let's see those quacking P3 results! :)

Would the NOMAD need to sanction/approve tweets or only RNSs? If they do, then it's defo not a leak else they wouldn't allow it.

I'm reasonably sure that if there was anything BOD/etc could do to demonstrate "this will not be tolerated", they'd do it. Problem is that if BR and the like want to play this game there's little anyone can do about it. So it is tolerated because the SEC doesn't care.

May I have myself added to the list please if the London location is picked? Thanks ;)

Makes sense, thanks. :)

If I recall correctly the P2 results were first announced in the Lancet? Perhaps that would also be the case now -- in which case (pun not intended) that'd be on whatever day of the week it comes out (rather than 'any time')?