Member Info for PM2022

Ellis,

Trx are patent experts. They will get a new 20 year patent for Val201 which most large pharma are not able to nowadays. Huge value for Valirx with X amount of huge revenues if on market compared to if it was a large pharma who cannot reformulate the drug.

Losses of approx 50 million last year for DDDD therefore a very high burn rate and debt. The market cap was very low so not able to raise a substantial amount through a placing to pay debt and to keep running costs where losses were working out at about 1 million a week.

Val is the complete opposite and the model looks strong financially as burn rate is extremely low and drugs are out licensed therefore reducing costs.

@Porky

Val only has a market of 10 million. With a deal and funding completed for VAL201 you are looking at 60p plus imo and if it passes phase 2b trials then easily £s. Had I not been fully exposed I would be buying heavy now and would not worry about a 1p drop here. Potential 5-10 bagger even after a few months here. 60p gets you a 4 bagger here not to forget all the other possible news due including triple breast cancer in the next 1-2 weeks.

Sad what happened with DDDD but VAL is not the same as DDDD were losing approx 1 million a week and had debt which Val does not. Val only spends just over 1 million a year which is easily raised and has potential money coming from the deal and a lab in the future.

I don't believe the lab placing can happen at this SP as not enough funding could be raised at this SP depending on the likely cost and all the long term holders would not be happy. All that is needed is a small raise for 6 months or until the financial year end if TRX does not pay up now and until the funding is complete. Therefore a great buy and not much risk if you hold it imo.

Oh well they can be incentivised next year. This is more like pension fund to them so not sure if that will help but maybe in 5 years plus time for them. If it had a timeline I would have voted yes.

They need to show more I don't see them being driven by money or have any real interest in the SP and giving them Options with a poor performance so far is not going to help either.

Well maybe not in terms of salary but he can give himself some share options at 20p range which I am sure most will support. Now if VAL hits £1 or £ 2 then he is probably looking at over 20 million profit. Surely he doesn't earn more than that. Get my point.

This should be a lesson for Suzy but personally I would prefer if Adam took over as CEO if he wanted the role. She should do the right thing and offer the role to him and see what he says.

Suzy likes to keep information away from shareholders and it is entirely here fault where VAL is imo given the lack of information given so far and false deadlines. Lots of strategic mistakes.

Hopefully we will pick up heading into the AGM otherwise what a disaster that will be.

Suzy's Tweet.

It’s going well - it’s been a really good experience on both sides working together on those planning elements. This has kept the project moving forwards despite the delays, and the project plans stay with the project as we’ve all worked on them

I am convinced progress has been made. Delay is only temporary but potential short term upside 300-500 imo. Downside well I would think is zero imo.

We know we are due an update in the next few days. Most likely tomorrow or Monday given the AGM is a few days away.

Suzy is looking to provide an update on progress for 201. She has been positive regarding progress. I expect us to increase in SP from here once that is provided.

Placing is likely to be for an absolute minimum amount until they resolve the issues given current SP. The deal will provide working capital and one for the lab is required at a later date. I suggest placing at 20-25p range for 6 months working capital if the deal looks to conclude soon if TRX cannot provide any funds for the time being.

Ignore posters trying to create fear and get in cheaper. Not going to happen imo as we are way below where we should be. I honestly think at the moment we should be 40p before funding so with some cash we should be fine.

Porky Val and DDDD are not in a similar situation. DDDD burn rate is about 50 times Vals but market cap just over double. The drugs they have is meaningless if the company goes bust due to high burn rate. Simple maths.

Val only need a bit of money to take many steps forwars. Val is financially secure even though cash is low it's a problem that be solved quickly. I don't see a solution for DDDD unless they get taken over but it is likely to keep drifting and the risk of a MASSIVE placing in DDDD looms.

Personally we are more likely to see 50p in Val than DDDD imo. I would not like it if I woke upto a 50 million placing in DDDD if i was invested.

This is not DDDD. Working capital next to nothing and a lab would not be supported here.

Adam and Nick would not support a low price placing as it would dilute more the rest of the very large holding they have.

I appreciate you are having a hard time over at DDDD but acting like this is a bit out of order. Maybe Andy will support you given he has sympothy for you.

Stop trying to put fear into Val holders otherwise we will attack DDDD.

Exactly why I always felt Southern is Porky.

Ask the question regarding the agenda then switch accounts to answer as he wants to give it.

Agreed do your own research.

Three final set tie break matches in a row on various courts. All three being some of the best matches I have ever seen.

16p highly unlikely. VAL will rise again. The positivity will be back soon. Watch this space.

Cool. I look forward to you increasing your holdings in VAL and we can be a team again. Once the uncertainty is out of the way VAL will fly.

Porky simple if you give it you should take it.

When Val drops you are here with your placing agenda but bigger problems are faced with your own main investment DDDD. My post was simply stating it is ironic that you never worried about the finances regarding DDDD when it had made losses of over 50 million last year with little cash left and a market cap that is crashing. You were shouting 180p time and again but clearly you were not thinking about the finances.

I had correctly predicted the outcome and situation it is now even when it was above 50p. It is no fluke. Therefore your research is flawed imo but hey what do I know. It's not the case we all win as this situation was likely some time ago.

I think he was talking about his own investment in DDDD.

Shouting out 180p few months back but less than 20p and in crisis. Likely not even a placing will save them.

WCB,

Thanks on my way to the Wimbledon qualfiers and such great weather today.

Realistically you should not sell at the bottom and I see this as the bottom imo. Suzy is due to put out another delay RNS and it's likely with an update of progress. To keep giving extensions means progress is being made. Also triple breast cancer news due.

Possible mid term upside 50-70p or more downside 1-2p imo at most. Think about it. Patience.

12 million market cap. Opportunity to make big money here.

Some will just get more greedy and keep saying lower but they will miss out.

HappyDays2U,

I am aware of the potential here but I do not consider it the best on AIM.

For me it is definitely Valirx and one to keep an eye on. Worth keeping an eye with a market cap of about 12 million and a deal potentially worth 100s millions for Val 201. Phase two cancer drug only problem it has had two delays and now a third delay on the card and low on cash balance however burn rate is just over 1 million a year and when the deal is completed cash will be given. Low confidence and a few delays have got the SP to 12 million but really it should be about 30-35 million before funding imo and higher after imo.

It was mainly 18-22p for most of last year with no deal insight but the delays have priced out the deal imo.

Not if she gets us a half decent update which is expected given that another RNS regarding the delay is due.

Also she can get out some other news and any placing does not need to be discounted much given that we are heavily undervalued anyway and any working capital should be kept to a minimum due to our current SP.

13 Million market cap. Just WOW.

Time for a change? 201 deserves better updates and I hope it is not being parked like 301,401 and BC201 with no clear evidence of progress over the last two years.

Possibility for three news before the AGM to help the SP.

1) The best news would be if Adam joined in some capacity. I am sure VAL would be happy to pay a premium rate for a man with such skills and experience. That will be the best news VAL has ever had and will bring huge confidence.

2) A real update regarding 201 and the funding position.

3) Positive news for the triple cancer drug would be most welcome.

Time for the board to STEP UP or STEP DOWN.

201 needs regular news from a board that wants to drive the share price forward and create excitement. Funding position, Trial set ups- anticipated/actual number of hospitals/ patients and timelines, Patent news and whatever else to bring confidence back.