Member Info for Notpotalot

The key factor determining my personal investment in Val was the CEO’s personal stake. Many directors make a token gesture and buy a few shares, particularly to support a placing or maybe some free options but 6% of the company is quite a commitment.

I accept that there is still a risk as factors outside Mark E’s direct control are still at play (TrX, Ambrose, Inaphaea contracts, etc) but I believe an experienced scientist and worldly-wise CEO will have weighed-up the potential of significant income against virtually zero income and considered it a fairly safe bet. That is what the doomsayers are predicting. No significant income, because whether it is 201, 401, StingRay, Inaphaea contracts, one or more new SPV’s or a yet unknown factor, any decent news will see the SP surge from these levels.

Obviously, several individuals on this forum are banking on Val to come up blank. The current CEO who has put up £150k of his own money disagrees and before the Val historians say they have heard it all before – when? Which former director(s) of Val bought in big to underline their confidence in the company’s future. Clue – less than one!

As Uncanny says (a significant holder himself), let the game play out.

Well, no-one can accuse Mr Slater of not putting in a full shift. 24 posts this month on a share he claims is doomed, averaging 2 a day over the last week alone.

Yesterday comment brought a wry smile, “when TheoremRx fails, shareholders will ask Ecclestone to leave”. Regardless of the outcome of 201, I can assure Nick, ME will remain in place. The shareholders who hold the voting power will see no urgency for further instability. Despite all his attempts to create FUD, Nick is now a fairly insignificant Val S/H (as am I) and despite the support of his uninvested minions, holds little sway in the great scheme of things.

Nick did get one important point correct though, “luckily it’s priced for failure”. Spot on! If TRX did happen to complete it would immediately see the SP surge. However, unlike October 2021, it is not as if 201 is the only string to Val’s bow. Although SD has been moved on, in setting up the Inaphaea labs, Val now has a potential source of regular income, news of which could land at any time.

CLX remains the potential crown jewels. ME has committed to advancing rapidly and should he be successful in finding an early commercial partner, you can guarantee the revised Board will not be entering into a non-binding, open-ended LOI with an unknown start-up. Those days have long gone.

401/Ambrose is still in play, as is StingRay. We are also awaiting news on the SPV. Even 201 has a potential further string, currently overlooked by most investors. When redrafting the LOI, the Greater China region was excluded and may still provide an unexpected bonus to the kitty.

Just over 12 months ago, a shareholder motion was instigated with the aim of gaining a significant SH presence on the Board. Despite much opposition from an uninvested Board, it resulted in Adrian and Ray joining and eventually KC and SD moving on to be replaced by Martin G and Mark E. Val is now led by a commercial-savvy team, heavily invested in the Company’s future. It is highly unlikely that the moans of a self-confessed trader with an agenda is likely to be anything more than a minor inconvenience to Val going forward.

I see Nick’s Val posts are gaining momentum again. Still no sign of any promoting of his many other shares. Almost like an obsession?

He constantly calls for change at Board level, yet it is difficult to identify where ME has supposedly failed since his appointment. The 0.65p placing? Mark inherited a poor financial situation so a mid-term funding shortfall was always likely. The legacy products? VAL201 – still ongoing; VAL401 – still ongoing; CLX – to be given priority; new evaluations could drop anytime; Inaphaea labs – we know they are negotiating with several interested parties.

Tweaking the staff? Already started. No-one goes into a company and starts chopping and changing without first assessing the staff, their strengths and weaknesses, training needs, opportunities for improvement, etc. He would also want to ensure that he runs a tight ship. Loose lips and all that! I’m sure Nick understands.

On Wednesday, Nick congratulates Mark for the appointment of Michelle B. Fast forward 24 hours to Thursday and he reverts to calling for a new CEO. Ever tried HRT to counteract those mood swings?

By all means, if ME falls short of his own Val expectations then call him out but until then give the man a chance. He promised he would put his own money up front and has done so. Even prior to his appointment as CEO he was a shareholder and now owns 6% of the Company. Hardly shows a lack of commitment or confidence, does it? He is not alone either. The whole Board supported the placing. Adrian and Ray were already heavily invested even prior to their appointments.

Several times, Nick has referred to his many ‘friends’ with significant Val holdings including Stephen W, another 6% holder. Yet he spends his days trying to sow FUD in order to drive the SP lower. With friends like that…..

He berates Mark for raising at such a low SP with warrants, yet Nick was one of those investors pushing for as low a price as he could get. He claims it is a trading share and will be lucky to see it double yet numerous times has proclaimed the value of the warrants. Those same warrants won’t be exercised till the SP almost triples from the current lows.

The next 3 months will be critical to Val’s success. We will know whether the legacy products hold value, Inaphaea contracts should start to materialise, the potential for an early partner for CLX is always there and then the wild card SPV. If Mark fails on all fronts, then let loose with the “I told you so” posts. Until then, maybe acknowledge there is still everything to play for. Unless of course, that doesn’t fit Nick’s agenda!

Although Val has several potential ‘good news’ streams over the coming months, the 3 years plus taken since the LOI with TRX has dampened sentiment for 201 to the point where failure is almost already priced in.

As Uncanny has stated, should the deal complete the impact on the current SP is likely to be massive. Since for many holders 201 has already been written off, the downside of failure to complete is likely to be minimal. Certainly looks to be a low risk/high reward scenario.

It is amazing how some companies attract negativity like a magnet. Val is such a share. While sometimes a negative poster may wish to make a valid observation, it is difficult to comprehend why some individuals would waste countless hours, and in some cases years and thousands of posts talking down a share.

It is reasonable to assume that in most cases the posters in question are not invested, though previous losses in Val could result in frustration/anger expressed as negative posts. Below are listed some of the reasons why certain posters may display such negativity, though I’m sure there are more that might have been missed:

1) Shorting the stock – A valid reason if the poster believes the SP is destined to fall. A very dangerous game on AIM though as an unexpected RNS could see the SP multi-bag within hours.

2) Trying to buy in lower – it could be the poster sees Val as a great opportunity but would like to see the SP a little lower before buying-in. Again, a dangerous game with so much potential for an explosive RNS.

3) Traders – The AIM is a natural habitat for this class of punter. Any daily update, good or bad can impact the SP by +/- 30% and often considerably more. It is inevitable that traders will appear, ramping or berating the share hoping to make quick gains.

4) Boredom – With some individuals spending such a large part of their daily (and in some cases, nightly) lives repeating the same drivel, this has to be a distinct possibility.

5) Bitterness/ anger – As above, investors who have had their fingers burnt in the past may show their resentment by continual negative posts. Obviously, in doing this they seem to overlook that it was their own decision to invest at that time.

6) Jealousy – It may be that a poster has lost their funds elsewhere in a poor investment (eg 4D, Harland, FUM, SCLP, etc) and while they see significant potential in Val, they simply have nothing left to invest.

7) Vindictiveness – in every aspect of life, there are unfortunately people who resent everyone and everything they encounter in life. The glass half-empty individuals. Instead of appreciating their health/blessings they exude negativity and spend their days lashing out at others.

8} Personality clashes – Maybe a negative poster has had clashes with an invested individual, not necessarily on the Val forum, and followed them here to stalk the latter.

9) The hero scenario – Finally, we come to those posters who believe they are obliged to save others from those investors promoting the share they have bought into. Always ironic to see posters spending much of their lives warning punters off Val when their posts on other shares have cost gullible investors hundreds of thousands, probably millions enticing them into some of the worst investments ever to float in the UK.

If you qualify as one of those above, please feel free to tick those boxes applicable. I have to restrict to a maximum of 3 unfortunately, as some would clearl

Mr Viera appears to be undergoing an identity crisis at the moment. On Twitter (X) he promotes his top 5 shares for 2025 yet on LSE, not a single post over the last month promoting any of those shares. Now Valirx, that’s a different story - 36 posts MTD.

As a trader his Val holdings will naturally fluctuate with the prevailing SP. However, no longer being “in the loop” is a big problem. If positive news lands unexpectedly and coincides with a lower holding, trouble at mill.

While he is building a position, don’t expect any indication of such. He plays his cards very close. In fact, he recently apologised for a delay in announcing one of his ‘X’ tips as only halfway through a buy order. Meanwhile on Val, for such a busy chappy, he happily allocates his LSE time sowing FUD in an attempt to get the SP lower.

His safety net remains all those warrant options to exercise when the SP doubles. Clearly, he expects that to happen, posting numerous times of the value of the warrants. Such a shame that, like all other Val holders, he doesn’t know exactly when.

I’ve been asking a few colleagues and mates in the know about Viera. It seems he has a reputation for being a pretty ruthless trader who will sell their granny for a quick win. Always a good omen when such a punter spends so long posting on one particular microcap. 36 posts on Valirx so far this month and not a solitary post elsewhere.

Rumour has it he bought in quite significantly to the placing while ensuring he stayed just below the threshold so a not to require a TR1. Very interesting!

So, a significant holding, trying to manipulate the SP through his negative posts, singing the praises of Porky the Val-obsessed deramper and now calling for change in an attempt to introduce instability. Why on earth would SHs want change when Val has one of the most invested and commercially clued-in Boards on the AIM.

I’m now feeling much reassured, Over the last week or so I have been topping up almost daily at these SPs so as to increase my holding gradually. If Viera sees such value in Val, who am I to argue?

although i normally avoid aim shares, i recently bought in here. i have sporadically followed valirx and enjoyed the banter back and forth. viera, who i gather is generally successful and well-informed, has recently posted:

18 jan 2025 15:29 - 0.65p with a warrant is a good punt. o.85 without a warrant not so good 

18 jan 2025 16:20 disagree about value . value is getting the warrant , equivalent to buying at 0.5p.

21 jan 2025 13:04 - good punt at 0.65 with the warrant though

he places great emphasis on the benefit of the warrants. however, they only acquire value when the selling price rises above 1.3 to make it worthwhile actioning the warrants. obviously, he expects that to happen. i’m now looking forward to making a few quid on the shares i bought at 0.73. in fact, as i can still buy at 0.85 i might just top-up in the knowledge that such an eminent investor has endorsed val as a good buy.

in future, no need for him to be so cryptic on his investment advice. for what it’s worth, i doubt whether those who qualified through the placing for warrants, existing holders or otherwise, will be looking to action them for some time. it wouldn’t surprise me if they simulate rip van winkle and come out of hibernation when the sp is considerably higher to make a multi-bag profit before the 3-year deadline.

nice to have viera behind us though. it just shows, it’s not true what they say about all ****nal supporters.

Until today, I have just been an interested observer of Val events. Most of my investments are outside AIM but although generally ‘safer’ they lack the potential for significant short-term movement. It is always nice to add a bit of excitement to the portfolio.

I have long enjoyed the banter on here between the two camps and indeed it was the ongoing number of Val posts by non-invested individuals that finally tipped me towards an investment. If so-called ‘neutral’ posters are willing to spend hours and hundreds of posts berating a share they aren’t invested in, I guess that share bears further investigation.

Before I will invest a penny of my own hard-earned, directors must be willing to put their own funds into the venture. On that score, Val comes out top of the class. Even before their support for the recent placing, three of the Board were already key shareholders.

Another factor to be considered is the sector in which a company operates. Healthcare, particularly micro bio/pharma always has the potential for massive movement, never more obvious than today. While any progress investigating bowel diseases is to be welcomed, a company who makes any breakthrough in cancer research can write their own cheque.

I acknowledge that there is always an element of risk in microcaps but in view of the recent placing and cash runway now in place, the ‘news pending’ column looks very healthy. It is also noteworthy that positions are still building long after the placing giveaway.

As a somewhat overawed admirer, I have followed Porky from afar for the last 4 years. Many times, I have wanted to acknowledge his profound mastery of the stock market and its mysteries, so elusive to most mortals. Finally, I have picked up the courage to pay tribute to my hero. What an honour and privilege it is to finally appear on the same forum as a living legend.

Only those who have been fortunate enough to witness his extraordinary posts can appreciate Porky’s countless pearls of wisdom. It is rare to have such a financial wizard willing to bestow their expertise among minions such as ourselves. We are truly humbled to be in the presence of this investment icon who has such a history of resounding success.

As any master of a chosen field, he has his flock of sycophants who, lacking his wisdom and insights, rely on his guidance to form an opinion. They are indeed blessed to have such a tutor shape their viewpoint for them. I relish the opportunity of becoming one of their number and eagerly anticipate his next venture into the world of finance. I have my funds readily available to capitalise, just pending his seal of approval and clearance to invest.

His charts and in-depth research are sought after throughout the world of finance. Criticism from uneducated posters is met with indifference. He refuses to lower his standards just to respond to those less informed than himself.

It is such a shame that posters are required to remain anonymous. It renders any request for an autographed photo as pointless. Nevertheless, given artistic licence, I envisage Porky to be a Brad Pitt lookalike, a Ferrari as evidence of his many successes and a stream of supermodels at his beck and call.

Humility is undoubtedly one of his many admirable characteristics. He seeks no rewards other than the satisfaction of saving uninformed investors from exploitation. His cloak of anonymity allows him to perform his magic as a Clark Kent of the LSE. Rumour has it that he is to be nominated for the ‘Services to Non-shareholders Award’ in recognition of his thousands of posts on stocks where he has no holding.

Credit where it’s due, even Orwell recognised the superiority of Porky in the grand scheme of things.