Member Info for panman

Better movement today, hopefully the large printed trade was the seller out.

"quin" does not need filtering imho?

is happening now really though isn't it? just a a slower pace than some had hoped.

think these'll be the *****essential co. that's taken an age to become an overnight success myself and the nice thing is they've done it with practically no real dilution, not the last few years anyway.

Good to see them pursuing US investment so hard. Bigger plans than just being a UK AIM play and why not as they repeatedly state they're the only tiddler in the Uruguayan pond to invest in.

Don't believe it to be a buy myself. Think that's the sell that had everyone buying well below offer all day. Likely put in this morning and executed at 4pm?

Hopefully last of the placee's bowing out before Linda's results known.

Perhaps Linda doesn't exist at all and its all just CGI?

Maybe but could also be innocent de risking from punters who bought at 12p level and don't want it all in for Linda results.

Is still a knocked about market after the recent falls.

Took a deep breath and bought a few. Will likely have a few more if the drop continues as this does seem overdone (imho).

Must be a fairly large sell trade in the background then as still dropping on all those buys?

Seems to be a bit more complicated than that. Perhaps more experimenting with the different forms/types of anti psychotics needed?

"The ARISE trial’s results were mixed, with a post-hoc subgroup analysis revealing a notable difference in response between subjects treated with risperidone as a background therapy compared with those treated with other background antipsychotics. In this subgroup, Cobenfy showed a statistically significant improvement in PANSS total score with a p-value of 0.03."

https://uk.investing.com/news/stock-market-news/bristol-myers-squibb-stock-falls-following-phase-3-trial-results-of-cobenfy-4041341

Useful interview and noted that the recent oil price movements won't effect Chevron's capital spending plans. That was my one concern re the seismic they have planned this year.

Good to know , appreciated.

Alzheimer's is interesting imho. Big unmet need there just seemed a little early to be researching for it but with BMS reporting tomorrow maybe get some early clues?

See they haven't RNS'd it and presume they would have had to do so if it was significant for prtc?

Hopefully due to shares getting tight? Whatever good to see some volume with the rise today. Been wondering if the recent positive looking twitter posts were being noticed. Perhaps they have been?

That seems a reasonable explanation too JBT so not going to argue the toss. Too happy to have got in before the rise began for that.

States in the last holdings RNS that ..

2. Reason for Notification is...

An acquisition or disposal of voting rights

yet section e states that their voting rights are indirect so presume the shares are for clients not themselves.

On a brighter note aren't they in Vegas from today? Believe they're presenting to the Yanks, hopefully they'll see them as a better bet than the slot machines.

From a first look at these noted from the last update that 1. they were sensibly cautious with current conditions and 2. its quite possible from their words they may announce a purchase with the upcoming results. Presume there'll be enough distressed assets around by now thanks to tariffs/oil decline etc?

Take it this would be welcomed so long as it was company enhancing?

No he hasn't stas he's been talking production starting for or during Summer last half dozen tweets or so..

Apr 10th tweet.

🔹1st production targeted for summer 2025

Apr 3rd tweet

From 1st discovery to 1st revenue this summer,

@HelixExp rapidly unlocking near-term value for shareholders

Few more give the same timeline so this end of summer timeline does appear to be new?

As said only a slight delay but noted all the same

Agree excellent interview but suspicious all the same that the "end of Summer" quotes are to let us know of a slight delay with the helium plant being up and running.

Don't mind too much if it is so long as its installed properly and works but noted all the same.

Presume that's dependent on their confidence in the new executive team as they lead the business into its next phase of growth being well placed?