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Dr Dilly is undoubtedly a talented and knowledgeable scientist. I have no scientific background but have no doubt other shareholders with experience in this field would have called her out long ago if this was not the case. Her happy and carefree manner makes it hard to dislike her.
However, she is not CEO material, completely naïve and out of her depth in the world of business finance and negotiations. Likeable or not, her incompetence in the timings of placings and refusal to enforce contractual terms has devastated the SP. The arrogance in refusing to even contemplate becoming a significant shareholder shows her total disdain towards ourselves, the owners of Valirx and suggests we can expect the SP to fall further as part of her buy and build strategy.
Her Twitterings inform us she is completely comfortable with the progress being made by THX. What progress? Show us the evidence. Two years down the line and not a bean from them. What was the point of negotiating an ‘agreement’ if it is entirely discretionary whether one party honours their commitments and where financial obligations and deadlines are totally ignored.
I have no time for those who constantly berate the company with a view to diving the price even lower. However, 3 years down the line, this is now my biggest holding by some margin and as such I feel entitled to vent my frustrations towards management. I still have complete confidence in the science (thanks Adam), but as we near the June AGM I now feel Suzy should concentrate on her scientific talents and be moved over to allow an experienced and qualified CEO to drive us forward.
Unless there is a rise is the SP to at least the mid-teens by that time I shall certainly be voting to that effect.
Recently took a small holding here. Looking at the Q1 results I'm optimistic it could prove to be a shrewd investment.
I have taken an initial small position here. The SP is near a 10 year low yet China was the only thorn in the September update, otherwise an exceptional performance. With China now opening up and considering how quickly small caps can fly it appears too good an opportunity to miss. Nearly 80% of the market capital is held by institutions so limited shares available for us small fry.
I agree with Mark's viewpoint and indeed have taken this as an opportunity to average down. My concern would be the timing of the placing at the current price.
If we are to see imminent progress on any of the main pipeline drugs or the long-awaited TX fundraise then the SP would inevitably rise, possibly quite significantly. Any fundraise would then be at a (much?) higher price. This would suggest to me that any major progress is, sadly, still some way off. I still believe in the end destination but fear the route has been extended by a few miles.
Delightful to see GLG increased their short in October. Bet there are some red faces in their offices this morning. lol
I find every southerninvestor comment very amusing. Why would anyone with a purported holding in a company continually deramp as he does (see pages after page of his history). Answer - he has no holding but sees the tremendous potential and is looking to board at a lower price. Unfortunately, he probably only has a few days before that ship will have sailed!. He will be left standing on the quayside, bags in his hand and a tear in his eye as the dood ship VAL sails off into the sunset.
I may be naive but it seems the only reason the company offered a 40% discount is they know they have presented very little to entice new investors and an offer nearer the market price, at the time of the RNS, would have been laughed at. If I had a product I believed in and was confident would take the market by storm I would reluctantly give a 5%-10% max discount to raise the necessary funds. If the institutions saw promise they would gladly accept the minor discount. A 40% drop smacks of desperation.
There is no thing as loyalty to existing shareholders on AIM, particularly PIs. Thankfully I have only a small speculative stake in this venture but will not be averaging down. I hope for those who are in deep it all works out but I fear the worst.
Cheers.
I've actually sold JET for a small loss which goes a bit against the grain.
I retired last year and with plenty of time on my hand started 'playing' the stock market. I made a few mistakes, mainly due to believing much of what I read on forums, but overall my portfolio is quite a long way ahead. Not because of any great insight into the market, simply because I was buying in at such low prices that I could hardly fail. I've decided to cash out on several of my gains and keeping my powder dry as I fear a further, though hopefully less severe, winter beckons and want to be in the position to take advantage. At least I will be a little less gullible next time around!
Can anyone advise what is the impact if JET suspend trading on the LSE.
I have held shares through IG since the beginning of the year and currently in a "paper loss" situation. Thanks
Hi everyone,
Pretty naive trader here. I hold some TP ICAP shares through HL and have been asked whether I would vote for or against the redomicile and rights issue. Can I have the consensus on whether I should vote "for" and then presumably take up the 2 for 5 offer, or "against".
I accept nothing is cut and dried but an educated opinion would be helpful. Thanks