Member Info for PM2022

Great posting Metom I knew you had BC201 in mind. BC201 news was due and imagine it comes now.

BC201

Time to get it back into play. Waiting to see what the findings were but apparently it was excellent or was that just sepsis. We will have to see if it works in Covid or not.

Primary indication: Hyperimmune response in patients after SARS-CoV2 infection

Follow-up indications: Sepsis

Developed by: Black Cat Bio Limited in partnership with Oncolytika and ValiRx

Simple logic. So if you buy with a spread difference of say 0.5p. So X purchased at 11p and sold with a 0.5 spread at 13p as he wet his pants because he saw green and felt it would go to red. Fair play made 2p on this occasion. The problem comes and it happens often is that once you sell what happens if the price goes up fast. Do you buy back higher or keep waiting or buy back much higher.

The only reason we went down last time was purely due to luck as we had a frustrated seller. Based on probability as we are so undervalued and with so much news due we should head to 20-30p fairly soon. What will happen to these traders they will chase right. A bit of an amateur if you ask me. Make 10% when you are lucky or lose 20,30,40,50% when unlucky or chase when stock rises. The smart money is always to buy low and keep until you are happy with a decent rise or move on unless you get an opportunity to buy much lower.

Always with any investment buy low and sell high. If you see green and feel the need to sell with 1/2p rise then maybe you should not be trading. I can understand trading for wild swings but not this as we all know it's likely VAL will move soon.

If you take out the value of TNBC which came on board after the placing then one could argue the value of the last placing was 0p. Therefore the 25-30% extra shares are irrelevant as the value added after placing was far greater. Probably a bit complex for some of these kids to understand.

It's funny how people post and turn up when they have sold but when they buy in they disappear and keep quiet. It's not exactly the smartest move when we have a guaranteed news filled two months coming now if we follow the timelines given by Suzy. Anyway we shall see where dumb and dumber and co are when we head into 20s and 30s. All talk imo.

Happy New Year to all genuine holders.

What a company should be valued at means everything and it proves my point regarding level of thinking. Even without news if the company is significantly undervalued then the probability should suggest less sellers and more buyers at that point without news so the SP should move up. Furthermore, Val moved from 3 p to 74 p two years ago because it was too undervalued. The market sees value on certain news and moves it to fair value very fast at some point. A re-rate could be very significant if a company is undervalued and should balance out overtime to fair value when news arrives. Anyone who saw Synairgen when valued at 30 p range opened at 106 p and moved to 250 p. It happens and who is to say we will not open up 150-200% when 201 is done.

A few on here have agendas as they are trading the stock and have sold. Would not worry about those clueless individuals because based on probability VAL is only going one way and that is up and is a fantastic buy. I have filtered them as they are a waste of space and hope they do the same for the sake of all holders. For the record as previously stated I was here two years ago so my average is very low and I have purchased more at 10p. Certain individuals have sold out as you will see in the posting history and are misleading investors.

A busy start expected to the year in Jan/Feb with the lab and evaluation results to be announced soon and hopefully we will finally move closer to fair value. The fact we have waited so long for 201 means it can only take so much longer so looking forward to what the next two months brings.

2023 should be a great year here. I was looking at the LOI again for 201.

VAL gets $61 million which = £50. 4 million PLUS royalties which hopefully should generate an extra 10s million a year.

Based on just 201 we should value the deal when completed at about 30-40 million imo when considering earning potential and stage of drug, previous results with guaranteed financing for trials. If we think the deal has a 5050 chance of completing then at the moment 201 should be valued at 20 million before the deal is confirmed. That is almost double our market cap based on 201 alone if we are only giving the deal a 5050 chance of completing. Not to mention further indications.

TNBC upfront payment should already roughly be worth our market cap as well and will likely grow in value fast. Then we also have two more evaluations to be concluded soon each worth approx our market cap if it is successful. 301 looks like it is making progress and any positive outcome could add 10-15 million to our market cap as well. Not to mention possibilities regarding BC201 or a deal 401/301.

Therefore based on probability we should be moving to 20s soon as we are very undervalued by multiples and as news starts rolling out we should rerate by a significant amount. Also lab revenue will also have a significant positive impact as it will reduce risk.

I am sure 2023 will be a great year and VAL is my tip to be the best performing AIM stock in 2023 as currently it is arguably the most undervalued stock with a great strategy, team and potential and statistically this should change given our current market cap is just 12 million.

Expecting lots of good news with the lab announcement. Also evaluation worth roughly our market cap if successful is to be concluded in the coming weeks as well.

The lack of pending positive news in the past means more for less. We should get a decent number of RNS coming very soon including 201 in a short space of time.

Very cheap imo at current price but it's a longer term hold. Happy to hold it for at least 1/2 years so not bothered short term as I know where it will go.

At the time we never had any of the preclinical/evaluation projects that we have now.

Market markers felt we were valued at 65p on open but clearly missed the funding part out so yes maybe overvalued at the time. Once funding is done then time will tell where we go.

Well in your own words you only came here when it went 10p. Val has not got to 30p since the placing lol.

I buy at various low points but relative to what I hold it's insignificant. Yes with LOI for 201 30p is very cheap so I stand by my statement 100%.

Don't ever recall buying in the 30s let alone having an average at anywhere near those levels.

201 is more than priced to fail. When it comes good it should be an instant jackpot the price should hold and build as all the foundations are in place. Great staff, very valuable preclinical projects, revenue generating lab and 201 with further cash.

In it to win it and at this price we are very cheap.

Fully behind 201. All shareholders, patients and the company will benefit if it comes good. People will continue to moan and they will moan more if the outcome was not what they wanted so why bother.

We are oversold at a market cap of only 12 million with all our products many of which are worth more than the entire market cap. Add to the MC potential of future evaluations coming good soon in the coming weeks/months also roughly worth our market cap or a completed deal potentially worth 10s/100s millions in revenue. At some stage the price will move big based on small news as the market will see huge value.

This is very likely only going one way over the next few weeks and that is to 20s without news.

Adam is great to have here and it is very reassuring for all holders that he has so much faith in VAL, its strategy and products. He is not just a senior industry expert but knows AIM and can run a business. Most do follow him to some extent but I also try to think for myself. Important people do as much research as possible rather than just putting faith into one person.

The difference is most people don't go around attempting to insult other people just because one feels someone is the Messiah.

Merry Christmas to all VAL holders. Back on Tuesday/Wednesday and I am expecting big things next year.

Fairplay Sootysnipes but it's probably TRX and not Suzy but she remains very confident. Besides a reversal is very likely to happen when completed then I doubt people will be complaining. We all know we are undervalued so expecting a decent rerate at some point.

Anyway later and Merry Christmas.

Plenty of options available. The lab should start to generate sufficient revenue in the coming months and 201 still has about 6 months or more for it to come good and revenue to come in. By then I expect us to have one or two more in SPV therefore likely valuing us around the 25-40p range with or without 201. 301 should also bring some value to the SP by then.

The one thing Suzy has done great is to manage the costs. We are not like other AIM companies burning a huge amount so as long as the SP is at a decent price then we are in a really good position. The lab will also reduce our risks further so a great risk to reward investment.

I have a decent amount here already but will likely add much more in the coming months. I would like the options confirmed at 0.35p first as promised or the director to buy some shares to ensure that interests are aligned.

Regardless our stake in Dynasty should easily be worth much more than our market cap so everything else which could have significant value should easily see us multibag.

This should move up quickly. It just needs a single buy at 50k shares or above to get 13.8. I don't see many sellers at these prices so the only way is up.

Lots to look forward to in January when we will see the lab launched. It would not surprise me if they announced some decent sized contract work soon after. February the evaluation results will come which could add a further 10 million to our market cap. 201, 301 can come anytime soon as well.

Suzy has been spot on with her strategy but looking forward to what Stella brings in 2023. I am sure she has big ideas in her mind that will grow the SP.

Thanks. I am all for sharing knowledge and to learn from others as well. Not really the place to behave like a child. People like that need to stick the few quid on a football match instead.

If you agree or not at least i can back up my opinion. I don't respect people who voice opinions but cannot back it up. Why would anyone invest a serious amount of money without being able to discuss anything. Complete losers in my opinion.

Must have taken you all night to figure that one out.

Would love to have your take on VAL other than 201? Deal or no deal dumb ****. It's a discussion board for serious investors not a playground. Complete Moron.

Darkhero,

I post prices not as a ramp. You obviously don't follow the point. It's based on the current market cap against an estimated worth of each drug and how much it costs to get to this stage including pricing in some potential for a deal/earnings. You can debate all you want regarding where VAL should be but the point I make is that it should not be here and for people to see that.

Had you been following carefully you would know this and you certainly would not be saying I am coming up with random prices or ramping.

Anyway don't tell me not to post. Filter if you wish.