Member Info for ParanoiaBlue

...holding steady again for now...

bailing out recently!

....why the positive reaction today?

I get really hacked off with these Pharmas, which get tainted by other failures! Still holding for now! There must be, at least, some intrinsic value here!!?? If not, I’ve totally lost the plot!

On 14 July 2008, issued 848,000 Ordinary Shares with an exercise price of 23p per share. The enlarged issued share capital of the Company now consists of 69,288,848 Ordinary Shares

UBS Investment bank sale of 930,753 share did not help [16 July]. However they still hold over 24 million shares [10.88%] Still holding out, with a fair bit of hope here, for a turnaround, sooner, rather than later.

I note that brokers’ recommendations are now 7 strong buys, and 1 buy. I just hope that their optimism is reflected in the SP before too much longer!!

"Biotech outfit Antisoma firmed 1¼p to 23¾p after its development partner Novartis said it will expand the largescale trials of its ASA404 compound as a second-line treatment for non-smallcell lung cancer." Good news - must have attracted "get-out-knee-jerk-response" = bad news! Potential here to make much more in short-medium term. SP just too low right now! ATB

My irrepressible sense of humour keeps me sane, shall we say? The markets become more torrid by the day, and my latest acquisition – the E-type - continues to drain my resources. However, like all beautiful women, one has to expect them to be costly! Just back from my hols, and must really pay more attention to my stock investments. I’m thinking of moving in/out of the banking sector to try to make some money again [not so much day-trading, but position trading] It’s certainly –very much a roller-coaster ride in that sector again!!! But it does take a lot of time and nous to get ones timing correct. I’ve been doing the same with commodities i.e GFM, ORE and also, oils and gold shares, but it is getting more and more hairy! How are things with you? PS Haven’t heard much from Mark-Expat recently – wonder if he’s fallen off his rig into the N. Sea – splash! ATB

Seems to be heading N again – although still in negative territory for today [and yesterday!] Bit hacked off, as failed to exit - just before end of trading on Tuesday @ 52p for small profit – the deal did not go through. Never mind, holding, for now, as there is plenty of potential with GFM

Going thro' my various financial sources & came across this re: BlackRock. Please forgive, if a different fund - however they do hold 0.47% Aricom [ORE] Quote: "BlackRock UK Absolute Alpha fund has also taken money hand-over-fist recently, with the company now reassuring investors that performance will be maintained. Managed by Citywire AA-rated Mark Lyttleton, the fund has grown from £200 million to £1.2 billion in the past year, with questions inevitably raised about his ability to both allocate new money successfully and scale up his investment approach. The inflows have been due to Lyttleton’s performance, returning 16.4pc over the year to the end of June versus a 13pc fall registered by the FTSE All-Share. BlackRock said that the business had designed the fund with plenty of spare capacity, and the capability to trade investments on a large scale. Financial advisers continued to voice concern however, with Tim Cockerill, head of fund research at Rowan Capital Management, warning that finding returns would become harder. The cost of shorting – selling borrowed shares in the expectation their price will fall, and then buying them back cheaper and at a profit – would become more expensive as the economic outlook deteriorated he said, with an inevitable impact on fund performance."

Let's hope for more positive response next week, after weekend consideration! ATB

Well said! Just noticed that "BlackRock Inc. has increased shareholding to 24,048,520 shares [13.23%]" We, poor souls, move, in-and-out, as best we can. Others may have “some more higher insights” Hmmm…. Yes, I agree things must start to head N again, pretty soon!! ATB

Would be extra-suprised if SP dips below 40p. If it does - still not too much of a problem - just spreading my various options, somewhat more so! It's very difficult, quite now, to decide exactly what to do next :( ATB

Jumped back in GFM £60K @ 51p - this price has got to be too cheap - I hope :)

VIANET shares climbed yesterday despite the Aim-listed minnow reporting widening losses, after it revealed a new contract with GlaxoSmithKline supporting its Lucozade and Ribena drinks. Aim-listed Vianet, which provides mobile data-connectivity services, reported a pre-tax loss of £185 million for 2007 but shares added 6.25 per cent to 2.13p on news of the contract.

Hi Re: share price, I’d like to see it zoom well above 30p :) I’ve been into AZM for quite a while – unfortunately buying in, a couple of year ago, [£10K @ around 100p], which I’m quietly leaving in another portfolio right now!! More recently - a couple of months back - I bought another £30K @ just under 30p, on the basis of some rather positive mumblings. To bring things right up-to-date, there has been – as far as I know zero bad news – in fact, lots of things pointing to a reasonably good outlook! So, in conclusion, yes, I do hope for some good upward movement before too much longer. However, pharmas are fickle, I’ve made lots in the past, but also lost lots. Let’s hope this one finally works out OK ATB

Quoter from Chairman Nikolas Sofronis on the 24th April: "The value of the group's unique technology is clearly recognised through its expanding international customer base. This should bear fruit in the coming months.” Hmm! well certainly not so far!

I wonder how long this dilution is going to continue?

"Alizyme (AZM) could collect up to 42.75 million euros after it granted an exclusive licence to Norgine for the rights to market Colal-Pred, used to treat ulcerative colitis, in Europe, South Africa, Australia and New Zealand. The company, shares in which jumped 1.5p to 22.25p on the news, will receive 2 million euros upfront and another 40.75 million euros based on the future development and sales milestones. Gastroenterology-focussed Norgine will cover all commercialisation costs and will pay double digit royalty rates to Alizyme that increase with higher annual net sales levels. Headline trial results from the European pivotal registration Phase III trial of Colal-Pred in patients with ulcerative colitis are due next month." Next month's trial results should be "make or break"