Member Info for oxygen

Will be interesting to see what impact Furlough & UC ending will have on Primark as their appeal is very much towards the low end of the Market. Out of interest dropped into one of their Stores last week...surprised how quiet the place was, staff nearly outnumbered customers. Anyway GL anyone holding, it’s currently not for me.

Thks for posting as too busy to listen myself. Made me smile someone asking about “significant share price decline and how you will address it “ ....obviously didn’t read the RNS or thinking this BB was the oracle !

Good progress is being made in this regard with the submission of the regulatory documentation to a notified body in Europe. So MHRA seemingly not involved !

@marik . Agree this is now more finely balanced for them hence would expect to see
some pruning. Not surprisingly they have been proved right up to date.

Would be surprised if Jupiter don’t cash out within the next few weeks but their positioning won’t just be based purely on Company specifics.....there are a number of external factors that could impact here. All not a problem for LTH’s.

“As I said why isn't submission of hua a highlight and increased specificity” ...just highlights there is so much going on here, it’s not considered a huge deal....the prime focus is elsewhere. Company isn’t interested in satisfying short term investors , nor should it be.

No doubt the Market will now start to adjust the SP given it was previously seen as a growth story on a price-earnings ratio of 35 times. That’s a touch high now.

Like Lawyers every Scientist seems to have a different view ! Prof. Yeadon probably didn’t help his credibility by issuing numerous statements including the one proclaiming you didn’t need a vaccine to eradicate the virus and UK deaths wouldn’t exceed 40,000 ! At least with near 50m in the UK now having received at least one dose of AZ/PB it shouldn’t take many years before we know who’s right or wrong, although we already know Big Pharm are the real winners in holding Government efficacy waivers !

“They can not release price sensitive information upto 2 months prior to interims”. Think you meant to say Directors can’t deal in the Company Shares once the Financial Period has ended and up until the Results are released ( which usually takes around two months ) . Price sensitive information can’t otherwise be held back so as to avoid ‘ insider ‘ dealing & in that respect I would include LFT - HUA !!

It’s expected “around the end of Sept” not by the End, although suspect they’ll be trying for the End, and announce completion a few days into Oct. once all transactions completed. A week or so is neither here nor there.

Clearly no news today given all the infighting on this BB. No doubt next week will either be total despondency or euphoric praise of AS. Hopefully most will be positioned for what’s expected.

I blame UK delivery drivers.....demand is there, but supply ain’t !

Suspect will have to wait for the GE acquisition to complete first before we’re comfortably over that, but note AB referred in HYR’s as “ expected around the end of Sept”, ( not “expected completion Sept “ per Prospectus ), subtle difference, thus could be several weeks away yet. Helps to be battle hardened with ENQ !

Equally agree, for as an old PMO Shareholder I fortunately hit the sell button on listening to the incoming CEO who didn’t inspire. Saved me a few pennies.

Jan. Thks for posting, Eric Nuttall is an impressive analyst and certainly brightened my morning up !

...complex research and risk. Let’s not forget it was only early August that first shipments of AffiDX started, hardly months ago so wouldn’t have expected any update yet other than possibly HUA, and for me that’s the only o/s mystery which will likely be solved on the 30th !

Well I guess welcome to the world of Affimer Biologics which carries complex r

Well we know what the LFT Sales will be within the HY Results don’t we. Question is if AS wishes to provide any forward sales guidance which could be difficult especially if HUA remains o/s / denied / subject to revisions. Irrespective don’t expect the SP to be sitting around current levels post presentation !

Is AS’s reputation’shot’, personally think not as he’s a very well respected scientist able to gather a team of high calibre individuals around him. You don’t achieve that without a great deal of respect. But as a business man he may well feel as the Company grows that someone with better skills should fit the CEO role. Let’s not forget that many of the problems faced to date have not been entirely within AS’s control. All I’ve done so far is lent the Company my support, that takes no skill so I’m not complaining !

* governance.