Member Info for Nolupus

Dallo,

You seem to know more than I do ..:-)
Just look at the date I subscribed to LSE and
My trades are between my broker and l as well as the taxman :-)

Anyway , who cares ..

Dallo,

A genuine poster , is one , who says what he thinks , regardless of whether he is invested or not , at that time :-)

Dallo,

What about the II , like Lanstead ??
Will they be flipping their shares ?
Will SCP be flipping theirs which they got in lieu of fees ?

Some pumpers here seem very ´ close ´ to SCP :-)

Whatever , it’s a long and winding road with many potholes which many refuse to see ..

Best of luck to all GENUINE posters

What is so funny , is the speed which some pump and dump tweeters can change their tune …

What STINKED yesterday smells like roses today ..but amazingly , has the cheek to call others stupid , …

Wigwammer,

Maybe Uncle Tim persuaded Alora to spend a few millions on sun scream …

Whatever , you are right to look at both sides of the coin here , no matter what lambo says …

Eyes to the sky but feet on the ground :-)

Dallo,

The delays with the FDA as previously discussed on here were mainly due to changes with the product etc
If Avion have completed all the equivalence testing etc etc and if they have accepted the FDA protocol requirements, I cannot see why they would not get the green light , but the devil is always in the details ( and we are not privy to all of those )

Whatever will be will be ..

The mere fact that this placing was necessary AT THIS TIME , coming so soon after the last one , and having to sacrifice so much ( the LIND and L1 warrants , etc , makes my antenna stand up ) but that’s my nature …with IMM , one has to believe what they see and not what they hear :-)

Anyway , it’s done and dusted so let’s just hope that everything will turn positive from here on in , as it can’t get much worse , in my opinion

Dallo,

How do you explain that Alora with all their millions/billions did’nt participate in this fundraising for some small change ?

Lambo222,

I must be very stupid to think I am more foresighted than you …

Dallo,

Uncle Tim got rid of the useless former managers.

My memory recollections of you being very harsh on Uncle like myself and more lenient on the founders :-

I understand that you are heavily invested here after averaging down on NuMErous occasions, which means your capital invested is increasing every year but the SP keeps decreasing with dilution due to bad management, imo
The green light from the FDA should see a lift in the SP , I agree , but maybe not as high as people would like , due to the millions of shares which could be sold by those that have got them at 5p

Only time will tell ..

Dallo ,

We have chatted quite a bit over the years and I have a good memory :-)
My contrarian points of view are disliked by many but whatever , I prefer to have an objective point of view which is not dictated by my trades ..
Not being a book writer , I keep my trades to myself usually :-)
My comments were basically in response to Lambo222, where he states 20 bagger from here , I say BS

Dallo,
I prefer it when the board is factual and not too blatant Rampy or doom and gloom .
The facts are as you know and I recall
Mid cap approx £ 250 mill , a few months before the readout , when the P3 trial was already fully financed by IMM and when they had full ownership to ´ A annuel billion dollar drug with no competition except benlysta ‘.
There were hundreds of people on this board buying castles and Ferraris with their future gains ..
We know what happened next …

We also know where we are at this time after the funding fiascos.. ( Lind , L1 capital and Landstead )
When you say , they took risks , I would like to know what risks ?

Anyway , what is done is done , but the buck stops somewhere…

The new P3 trial ( when green lighted ) will take years ,and IMM , now have funds for a year ( heard that before ) . Further funds will be necessary to pay salaries / pipeline etc so , further dilution is to be expected.
The road is long and whilst one can be optimistic on a better outcome this time round , as lambo stated history has a habit of repeating itself :-)

´ You pays your money and takes your chances.´ I agree wholeheartedly, but it’s better to be factuel and calculate a realistic risk/reward ratio , imo

Lambo222,

Can you do a quick calculation ?

Divide. Your figure of £250 million ( which was the historical high point just before the P3 ended and there were approx 120 millions shares at that time)

By 480 million shares

Just a quick back of the envelope calculation taking into account the last two placings and RNS info ..

So I could be wrong ..

Cuvio,

You mentioned the figure of 107 million warrants in total , but my figures are much higher circa 154 million ??

325 mill + 154 mill = 479 mill

For perspective purposes, just before the last P3 readout , IMM had a £ 200 mill mid cap with circa 139 mill. Shares

One can see what dilution has occurred here just to keep the lights on ( luckily £ 10 mill was raised at 144p just before the readout )

Eyes to the sky but keep the feet on the ground …

Lambo222,

As usual , you ramp like hell when it suits you …
My contrarian question is why did Avion allow this monstrous dilution to shareholders ( with the warrants to L1 and Lind ) ?
If IMM had any consideration for their shareholders, there is no way that they would have done this last placing under 11p ( which opened the door for the warrants at 5p )
This is what I call ´highlight robbery ‘ and will affect the SP for many years to come ( whatever the Newsflow ) imo

Dallo ,
I agree with a lot of what you are saying but one has to be reasonable when it comes to IMM especially after this last fund raising with all the warrants etc etc . Dilution is the main problem here for quite some time and it’s the main reason why IMM has a market cap of 16-20 million for the last 2 years , imo
Then you have to factor in the Tim element :-)

Sounds like a SCP employee talk to me :-)

Whatever

Lambo222,

The go ahead from the FDA is just the starting gun .. the P3 trial will take time and the result is not guaranteed.

A reasonable punt Ok but ….

Some money will be needed by the year end but there should be enough for the next few months , imo
In the meantime my focus is elsewhere but some people seem to be firmly focused on bringing up the subject .. especially when the SP is moving slightly up :-)