Member Info for oxygen

You’ll find most posters burn themselves out after a few months of shouting and seeing their investment going nowhere. Best just accept we’ve been done over by the BoD, sentiment and loss of confidence will take a long time to recover just like the SP.

It’s the vulnerability every private investor faces. Company advisors will have been talking to potential investors for weeks hence the SP has been walked down. Just unfortunate we weren’t in a strong position hence the Placing price, which highlights just what risk II’s place on us. Likewise I’m not throwing any more money across just to support Directors bloated salaries.

With mention of Phase 3 starting Q1 2026 and possible further funding required to get there ( with or without a DX sale ) Shareholders are once again left carrying all the risk and so far without reward. Past investor presentations have done little to improve value, and that was before managements credibility was shot. Many LTH’s will now have some decisions to make.

The loudest Alarm Bell here is the lack of Business Acumen that’s been shown and without that there is no telling the Science won’t likewise be sold short !

Well the AGM will be interesting this year, expect the Chairman & CEO to appear in threadbare shorts given the amount of flanneling they gave everyone last year. With all subsequent announcemets best read between the lines. At least we know there are no deals or current interested parties currently around who would have prevented this latest outcome.

As is usual the Market will have known this was coming hence pressure applied to the SP to achieve better value for money, the downside being the time taken to get to this point and a 34% discount to yesterdays closing price just highlights the how much blood II’s investors wanted. The CFO won’t have won many friends over this.

The Company has said much over the last few months but many have short memories and constantly need reassurance. Personally happy the CEO is not out and about trying to pump up the SP, it will correct itself in time.

They need to fund Phase 2 first ! Scientists don’t rush themselves to satisfy SH’s, nor will be that concerned over the Retail churn, but agree they may just cut another deal with an Institutional Investor to our short term detriment.

We may well find ourselves in a JV at some stage BUT in the meantime the chances of an Equity Raise are higher. The Mkt has been spooked hence the rapid SP decline, personally expecting this to end lower by Friday & into the sixties, unless the Company wish to stem the tide. Anyway pretty relaxed as would take up any Rights Offer, if made available to plebs.

Yes he certainly was a generous philanthropist, the Arts world & the National Gallery in particular benefiting from his wealth.

Ice. You do realise there’s a Filter Button for the thin skinned !

“The funding can come from a variety of options”…obviously, but until we have clarity the Mkt will enjoy punishing us.

Suspect they won’t wish to disclose YE figures without new funding having being delivered, their monthly GE/ Research costs eating away .

Bella, add to that the Market doesn’t look very far into the future, it worries much about geopolitical events and being weighted into the fastest moving global sectors. Most amateur investors just don’t have the access and time so we become the tortoises, but as the fable goes we know the final outcome !

We just need to blast thro Phase 2 and thus commercial sales could in theory start as early as ‘25/26. Currently the Market isn’t placing total success as high as many believe it should, plus of course we’re burning thro cash, hence the SP sits where it does.

Yes my suspicions are a dilutive placing has leaked out so we should know tomorrow if that’s the case. If true many will feel Management has let them down. Pure speculation at this stage.

Many investors will now be entering into negative territory when protection of capital comes to the fore, these events gather momentum as we’re seeing !

Also worth bearing in mind the continuing global advancement in cancer treatments, which at some point will nullify many existing therapies, all with the help of AI. Watch where the funding is going !

The moral here is never allow scientists to be in charge of finances. One missed opportunity for Dilutive Funding was around Science Day , oh yes 23rd Feb ‘23, when SP was circa 160p. Little surprise most Directors haven’t been buying their own Stock !

Post that again next Friday !