Member Info for PM2022

Why is this not on the leaderboard chart. Should be top. Not acceptable.

Please email LSE to rectify.

The asset value increases massively after this investment. It is a game changer and will likely attract significant investment.

At just a 1 million market cap with a 5 million asset investment this will surely keep rising. Think what is the downside very minimal so surely this is a great investment here.

I think a nice rise is expected as the news hits the media outlets so a nice afternoon ahead as people catch onto the cheap price on offer.

Chance to buy. Don't let them distract you.

Yes I think so.

Without CLX maybe but given how cheap we are I think they could sell this company in a few weeks if they wanted.

The price should gradually go up as news comes so yeah an offer in the 2p range or more is possible. I doubt Mark would have invested so big if they never had a plan b.

Any deal 401 or 201 changes the value of any possible offer to a bigger offer.

Scancell, good luck I have seen the finances LOL. No comment.

Ironic looking at your fast declining investment elsewhere. Clown.

I hold a fair amount. It all depends how the board plays it. What matters is the market cap, if CLX is really worth a few million already which it should be given the science, novel compound , work done and potential. Adam was thinking 20 million so what is 5/10 million for CLX at present and it has progressed since. Given the average is 35 million range and where it is 10 million at present for upfront payment should be realistic.

What I am saying is that they can put a potential offer at 1.5-2.0p range which would be a joke valuation but it surely must be on the cards. If a company merging with TRX can potentially take over and strike a deal for CLX later on they can get double or more maybe multiples if they can progress it and get 201 for free in fact they would make a profit even before 201 brings them value. If a 401 deal gets done that brings even more medium term value. Maybe we can hope for a 3p takeover but doubt it.

I think a takeover is more likely than a 201 deal if they are interested. If not it will be business as usual but we are still very cheap at present. With 401 and no 201 it also gives Val the option to get taken over as well because of CLX and potential medium term upside for 401 and biolab.

Makes little sense to pay Val about 2.2 million with the market cap where it is and potentially pay 65 million on top if it goes all the way. I wonder if the merger gets approved whether a takeover comes through. CLX itself is surely worth at least a few times our market cap already and 401 is potentially worth a significant amount medium term with an estimated 50% chance of getting to market. It would be the potential revenue not the milestones to look at which few would currently know but it would be substantial so around 10% of that plus 401 has a decent patent life. Not to mention how much the biobank is worth. Maybe they will throw a lowish 5 million offer for Val in this market but still worth more than where we are but not sure it would get accepted if 201 was to go through or maybe one will come before then forcing us to accept.

In order to avoid that they need to get an offer for CLX or something to get it priced into the market cap to some degree.

I think TheoremRx will be at a big loss if they cannot get it over the line given the amount of time it has taken, legal fees, work on the science and time lost. Surely a big incentive and most likely they have raised the capital required. I accept it can still fail but the chances remain decent.

We also got 401 which is more valuable than many people think. Revenue is expected to be about xx/xxx million plus but check that out for yourself with a very high success rate likely ( approx/greater than 50%) due to the reformulated nature of the compound and late stage. I have a strong reason to believe 401 will at least work out but only time will tell for sure.

CLX we could get some decent update, plans, and directions in regards to this. Perhaps an early deal for less upfront payment later this year. All to play.

One of the accounts is bugged hence the recommendations.

My view is that 201 is looking good because i think the news will come at a similar time all targeted to complete around certain dates to build momentum as surely they want this above a certain price.

If the 201 deadline is May the merger would likely need to complete by April in order to give time to sign the LOI and hopefully we get some positive update this month with more news coming possible CLX, 401 and lab contracts.

Only thing hopefully they do not leave it late with the newsflow as then the price might not move up as much.

I Suppose CEO Mark was fraped as well.

It sounds to me that you just need validation.

My average for my last investment was 2p even though I purchased £30 worth at 20p. Prove me wrong.

They can only budget for 1 SPV so I was never expecting more than 1.

If Stringray moves into SPV then a huge positive but if not then move on as at this price I don't think it really matters. The real short term value will lie with 201, 401 or CLX news which was the case anyway. At this market cap all to play.

Those that sold need to ask themselves why they invested if they are selling based on an evaluation outcome and not the real news that is pending.

Nothing has changed. At best we were always looking at one evaluation moving to SPV.

It may well be Strigyray deadline was back in Nov. Takes time to move to SPV.

Not so good news out the way. Good price here.

I am talking about proportions and percentages, doh.

Even if AIM has an extra 500 million investment it will make a massive difference in liquidity to every stock.

Makes a difference to the entire market just like the US where stocks like EUDA are worth about 150 million.

Markets will return to covid or pre covid levels soon if this plan goes ahead shortly.

The ones that are already invested will make the biggest returns. A bit like buying Bitcoin or Telsa at the bottom.

Cash ISA to move down to £4k and assuming stocks and shares ISA remain at £20k to drive investment. More likely Valirx can hit fair value if these plans go ahead due to far higher liquidity.

The chancellor said on Thursday she wanted to create ‘more of a culture in the UK of retail investing like you have in the US, to earn better returns for savers’. Photograph: Peter Cziborra/AP

More than 18 million people have a cash Isa, and there is almost £300bn sitting in them, but earlier this month the new economic secretary to the Treasury, Emma Reynolds, spoke about the need to drive an investment culture “that realises cash is not a good investment”, adding: “Why do we have hundreds of billions of pounds in cash Isas?”

This was first reported by the Telegraph, and Reeves later signalled that changes could be on the way. Asked about the proposal on Thursday, she told broadcasters: “At the moment, there is a £20,000 limit on what you can put into either cash or equities, but we want to get that balance right.” She added that she wanted to create “more of a culture in the UK of retail investing like you have in the US, to earn better returns for savers”.

At the end of the day it comes down to how the BOD executes the strategy. If either 201 or 401 gets done you are looking at 2/3 years exit strategy but with that the potential revenue for TRX and Ambrose will likely be over 100 million and Val would likely get 6-10% of that. Also upfront payments.

It makes a huge difference. The problem with this stock has been short term cash. They can bring in a large institutional

investor from the biotech sector that wants to partner take shares at a decent premium and hold for strong revenue not just for Val201 and 401 but also a potential 40 million upfront for preclinical compounds. Given huge potential they should have no problem selling anyway.

I would expect the share price to rocket. Ultimately it will be the execution of potential deals and what happens after that. At 2 million no other company on this planet would have the milestones that Valirx would have for decent stage compounds if both 201 and 401 get done and we got CLX plus maybe Imperial. Confidence would change, a new large investor comes in and the share price rockets.

I think if the strategy plays out looking at 10p plus in the next 12- 18 months max if they can execute and sort out short term cash rather than coming with 50% discounts time and again.

Yes lots of IFS not priced is good enough with no placing due at the very least until the end of the year.

Merger news was after the CEO purchased and after the placing.

Whatever, I am happy to wait and see.