Member Info for PL75

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Discuss...

Sounds like you’ve got a good ROI with that trade RD.

Repeat, ROI ;-)

RD, I’ll expect an equally weird cryptic response once you’ve got your instructions...

Just had a look through the atara stuff. Looks good, that EBV is a nasty bugger. I immediately thought, just why don’t Awacta just chuck a bunch of affimers on it. Some impressive results and it’d be amazing if the MS treatment showed promise, I’ve a mate with RRMS. I’ll definitely put that on my watchlist.

Good stuff, RD. thanks, I’ll take a good look through

That 5 year graph is a rollercoaster. What are the inflection points, when are they due and are they guaranteed?

Afternoon TL, what’s your research saying about TILS?

Check out PLX and see what you think.... no grand secrets here, just keeping the chat off the Awacta board.

My ISA is fully loaded with Awacta :-) That’s the retirement fund

I saw an article about TILS suggesting $25 with no real justification for it, but it’s a nice sounding number. I’ll keep an eye for now, same for PLX, but I feel there’s more time to build a position there

I had a quick look and saw the AGM is coming up... Is the thought that that’s when the decision on StemPrintER will be? In theory a sale and split would achieve the same result. A sale would be a quicker investment return, assuming there’s a buyer. I’m guessing the split is because there isn’t one, so it’ll be longer term. Classic question - if it’s worth that much then why’s it’s nowhere near reflected in the share price? Any other ‘major inflection points’ due?

My issue is I’d be using a spreadbet to avoid cap gains, so I’d need the value to be reflected in the TILS share price, a share split does nowt for me. Not looked again at PLX, a drift down in share price works for me, I’ll consider it once GDR has bagged - not sure which decade that’ll happen...

Yeah, premium membership. An alternative is pick a board no one posts on and lurk in there instead I guess, but still readable and in particular readable in your posting history. Posting here doesn’t appear in history. What on earth have you got to say that can’t be said in public?

Did you get a message too? I thought I was special....

In what sense? :-D

Anything going on in TILS btw, do you know what the timelines are, I’m sure you’ve done more research than my original cursory glance...

Yeah, it’s a footfall driver to stores, quite clever really

Yeah, cloud computing is huge, Amazon’s biggest earner. Microsoft is worthy of consideration for that reason too

Haven’t really followed TILs much since watching the presentation a while back. Really just hoping GDR comes through soon to give me some play money. I’d definitely consider PLX as a buy and hold until the royalties start arriving, hoping the timing works with Awacta

Yeah, I was wondering if the GDR litigation argument would also apply to PLX giving an instant market and sales in the states following approval? If they’re better than the incumbent and it looks like it, you’d imagine the yanks suing for inferior treatment?

Yeah, the share price has been getting kicked for some time and it seems crazy that they’re a year away from approvals and a huge market and it doesn’t appear to be reflected. Could it just be cash burn and the market thinks they won’t make it? Looking at their accounts and previous cash levels, it looked ok to me. Big disconnect as you’ve said

Retail is a bit bonkers.

Wal-mart are going after online, and yes, they’re currently in double digits (https://www.forbes.com/sites/greatspeculations/2020/03/02/how-much-in-online-revenue-can-walmart-generate-in-2020/#7b6cc57b2e26). There’s the online grocery market to go for as well as e-commerce although the cost base for online grocery is very challenging. That said, amazon are pushing in to that with whole foods. Good to hear shopify are growing fast though, that’ll also help WMT!

The reason it’s bonkers is that you’ve got amazon doing the opposite and playing with bricks and mortar with their amazon go concept.

Covid will shake up retail massively. You could have put a remarkably straight line of 10%pa for the share of uk online sales for the past decade. Due to Covid it leapt the equivalent of 8-9 years worth of annual growth. It’ll now be interesting to know how much of that sticks as the lockdown situation changes.

I saw a decent argument on GDR regarding litigation and potentially the same applies here. Assuming it makes it to market as the superior product and it looks like it will, then once it’s available it’ll have to be used by everyone to avoid being sued. Reasonable?

Evening RD, thanks for the pointer. I had a read through their last quarterly statement and I think you’re sat with a gem in your portfolio. The warrants, share issues are already accounted for so my understanding is that the dilution has happened? Either way, it’d appear like much of a dilution for an injection in cash (as a bio they’re obviously burning it), and the potential revenue stream is very substantial and should start unlocking this year in to next. A billion+ in payments shouldn’t be sniffed at!