RE: placing1 Apr 2022 13:51
i understand the potential is very large here and to that end I started, by small increment, building out a position here from early March.. fortunately I've only put 3k gbp in so far....
The placing itself makes good strategic sense to me, but for assets with such potential for strong revenue in the relatively near term, the discount from current s/p is approaching shocking to me .. and I'm in a lot of such stocks and have seen a lot of placings, naturally.. and all things considered, again this is, at best, a poor placing price imho.. but we are where we are and in a few months time this will be well forgotten, I'd expect.. and if i hadn't bought some previously at around .90 p ish - which I did when I started buying - I'd certainly buy some now at that that price.. but as i have recently previously bought a couple of tranches around this range, i'm now just going to watch and see for a while before I think about adding more here..