Member Info for oldbutnowisa

More likely the stuffed paper bags!

Disagree Wigwammer. We own 10% of Incanthera plus options as far as I can see, but what matters here is an update on the geeks who are poring over P140 etc.

Jtis - me too!

I took a big loss here last time around when it bombed. I came back a year or so ago and have built up a nice big holding now which will, if we get lucky, turn my entire portfolio into profit for first time in 15 years! Also have over a million KZG and same number as here in IMMU!

The remainder of my p/f is invested largely for divis, Here's hoping we get this right and soon!

The nuclear permit was 'expected' for the mineral sand exploration by the end of April. This will be positive for the SP but we all know where we are so I hope hands have been covered with layers of 'grease'!!!

Market does not like the way this co is funded (see the last part of last RNS) . Needs either reduction in interest rates or share issue before market will look differently at this business. The former is coming so I intend to hold but without much conviction. Perhaps at that stage a wee dividend might alter their appeal!

....but I cannot yet count them! Frustrating!

SP of Incanthera is c13p. We own 10%, so allow 1.25p of our SP. That puts all our pharma assets in this SP for the grand price of 0.97p! When my cash comes in shortly and I lump another £20,000 into my ISA, I may reserve a bit for upping my stake here unless this SP becomes more realistic. The rest will definitely go into 'safe and boring'!

....that we have a new broom as new Chief Executive. He sensibly stated when appointed (March as I recall) that he needed until June before he would have become fully appraised of the innards of this big and complex organization.

I am awaiting this review before adjusting my largish holding. His record is excellent.

Thanks for your contribution, JSB1989. You may well be right but even if you are,it does not entirely preclude my comment.

I probably will hold on to my entire holding, which is only about 3% of the whole portfolio. There is a reasonable chance of a U.S bid if the SP stays so undervalued and that would have to be at a much higher price. You have different considerations since it is presumably a much higher % of your portfolio. All the best!

I have seen 'pundits' moaning that they make no annual profits, which is bound to discourage investors. Their model is responsible for this. They will only build up profits after the products of their inventions are in production and the terms of those contracts take effect. Under their contract terms of sale, the purchasers pay royalties to Purehealth and milestone payments. This will obviously take some years and until then, once their companies set up to invent hopefully are sold for big cash this will accrue to Purehealth but as capital. If, like me, you believe in that model, why worry about temporary lack of annual profits?

Was looking to buy Ilika but research led me here because their industrial reach was better. Now their battery conveyor belt for Ilika is coming good and I am nicely ahead. Moral: Before you rush in to an exciting spec do EXTENSIVE research.

Happy to hold here.

Uggy100 -bite the bullet like I did years ago. Lost some thousands and kept under 100000 shares written in my mind down to zero 'just for interest'! Much healthier.

Not likely! Especially since they have indicated they will pay any untendered as a dividend and it is obvious the NAV is close to double that. And what would you do with the money you get from the share tender? You would find it difficult to get better value than Puretech!!!

....if our investment manager (hm) has a super RNS up his sleeve for when this goes ex div?

Tick tock

This SP and also the NAV completely ignores the over £80 million shown in their last accounts in cash. Ok, they probably spent some on US expansion but thats nearly 20p a share!

Looked for first time. Interesting. The only prop I hold is SHC which is not dissimilar but not yet paying divi at this level since its merger with Cap&Cou, Expecting cash shortly to add to ISA and may add these.

....a further top up today, after looking again at Incanthera's SP! Now got my mandatory (ho hum) 300,000 which seems to be where I stop and wait om my speccies! On any news of progress with Lupuzor, these will motor beyond 10p and I will do what any canny player does and take out my stake money, and play with what is left. I hope I get that chance!!

...of the toenail!

A few things are happening now which might see the market generally perk up soon. ,

The BoE may helpfully start lowering interest rates, making decent divi-paying shares more attractive than banks in the medium term. Ukraine is getting weapons to fight Putin. And there is talk that Wishy Washy Rishi may decide to cut and run by bribing us then calling a quick general election. Not forgetting that LGEN's new boss has yet to give us the benefit of his initial musings (expected June). So plenty of reason to hold these until the SP begins with a 3 again.

....3 weeks left of the original 90 days, if my calcs are correct. C'mon you bluddy lawyers - ink it in!!