Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
PL. Many companies get away with Placings at much thinner discounts to the prevailing SP, why because their perceived risk factors are much lower, ours clearly aren’t in the eyes of those approached for funding support who will have studied all availability Data.. Professional investors are merely cold and calculated, unlike most retail investors who buy and suddenly fall in love with the stock, often losing substantial capital thus would be more appropriate to describe them as ‘clueless ‘. Witness the level of passion on this BB when finding AS has strung them along yet again, or heaven forbid someone has gone Short !
And that’s the continuing conundrum, the recent Placing that will have involved many with knowledge in this field,
haven’t shown the same enthusiasm towards the emerging data. Guess many bear the scars of previous CT’s that haven’t quite lived up to expectations!
Are you sure they weren’t referring to the Moderna/MSD trials involving vaccine mRNA-4157 (V940), being the world’s first personalised mRNA cancer jab for melanoma, and likely other cancers, which is still in trials. Just highlights we need to get a move on !
Naturally we all talk from an Investors perspective, many working to develop new areas of science their motivation can be quite different. AS doesn’t strike me as someone who’s only interested in financial gain thus this vehicle we’re in may not hold the resale valve some expect !
Serica’s Chairman is quite right of course but he’ll have his comments slapped back at him by announcing the maintaining of dividend and commencement of buybacks. It’s a no win situation other than for the UK Treasury .
Wouldn’t worry about the emerging Data, the Market just shrugs that off . It’s the final verdict on conclusion that’s awaited and needed, meanwhile investors carry risk without reward not helped by a clear lack of business acumen being shown that’s clearly unnerved many, witness this BB. Just need to prepare for the rocky ride until definitive results are known, and that’s not a foregone conclusion otherwise we wouldn’t be where we are !
Tony Gardiner ( CFO) should be the fall guy here, he’s not the heavyweight we needed with our obvious funding requirements which has allowed others to roll us over. AS is a scientist, been here from the beginning, the Chair and other Board members are just as complicit but it’s the poor Fund handling, not the science that’s got us here.
Irrespective our voices don’t count, we merely come along buy some shares and then expect to be heard, as common shareholders you need to know your place and it ain’t at the table !
Warming to Ms Truss as recently she’s been talking a lot of sense, unusual I know but there seems to be a growing number of voices joining this chorus. Interestingly the Chinese EV Mfrs have already realised the West are turning luke warm for their products, with customers more questioning the financial implications . Hence their doing what comes natural to them and selling on price not quality. The flood of far cheaper Chinese EV’s is on the way, helped by huge State subsidies , witness in the US where they’re broken below the $10,000 price barrier, even with a 27.5% import tariff . Add to that the growing uncompetitive nature of UK business
being saddled with Net Zero targets , so its little wonder the Chinese are ones happy to promote the Green agenda but only for others to follow. Wise people selling to the gullible.
Well it’s an interesting position they’ve taken, they may just be hoping it will unnerve enough folks to move the price down a few pence. Most won’t base their decisions on what a Company is trying to achieve, if that was the case few would touch BAE Systems !
The Yanks are like lemmings, they’ve seen their beloved Nvidia go negative so that’s triggered a fall in Tech stocks and others just follow, with some commentators calling a correction on the way…not a concern for those with a stronger stomach !