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Yes pleased with all that, have moved AV. up in my Portfolio no longer in the Boring Category !
Annoying, but fairly academic with every likelihood Labour will shortly be in Government who most probably will just have a straight 78% Profits Tax, which won’t be that much of a shock. It’s the Investment Allowance next on the agenda that concerns me more !
Haven’t been paying attention here, but that’s a welcome release of funds. Still believe this has a good way to go under the current CEO.
Well according to AS you’ll need to await” Phase 2 efficacy study(subject to FDA approval) which the Board considers to be a major value-driving event for the Group “. But there again such value driving events in the past have driven us down to this point !
Well if no TR1’s there is a good chance they’ve already allocated their holdings to cover a few Short positions. Institutions don’t do loyalty, unless you’re generating FCF & Dividend returns, we were likely seen as chance to generate a quick return and who can blame them. AS isn’t the only one who can tell a good story !
Problem with scientists they thrive on trying to push boundaries with their inventions. That’s fine when they play with their own money, but living on others means comes with a responsibility to protect that support, and not be taken for granted.
Problem for AS is that they’re not always in control of timelines, the FDA in particular are fairly stringent and methodical in their approach and can easily knock you back a few months if not careful, hence the liberal use of the word ‘ expected’.
Be interesting to see the REX take up, which will indicate where the Retail investors see this Share going over the next few months. With management credibility shot it wouldn’t surprise to see it fall rather flat.
I’m coming to believe that we are seeing the influence of Christina Coughlin here, she won’t allow the messaging to get in front of itself, she has a highly regarded reputation for good reason. The real question though is what, if anything, she is also seeing in the data readout !
In the secondary market retail shareholders are so far down the pecking order we count for little, thus Directors probably feel we’re very ungrateful in not recognising a Retail Offer, of sorts, was indeed made and we need to accept our place in life !
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.