Member Info for Porky9

@SR
Yes, 100% was watching it clear as day. It was added to the book and on for a good 10mins then took off.
Pure manipulation
Negative View - Just manipulation putting false blocks on and off to control the SP
Positive View - They have a party accumulating but want to keep it in a range for as long as possible. Shorts will sell into the stock to support but they don't want the SP running away.

No idea what the game is. Superb business, bombed out share price. Where do you go from here?. Only thing that is factual is that you can sell practically as much stock as you want which makes me think they have somewhere for it.

GL

Could be nothing as they manipulate this to death
But a massive 5000000 available on the Bid at 35 giving impression that someone wants in big time- let’s hope so
If so today could be a big day for us.... you never know
GLA

@OB
PS i agree with you on PM, also a really good hedge if we enter recession later this year /next.
Adding Gold but also Silver, the VAT on UK vaulted silver is a bit of a pain but over the next five years could be good due to its continued use in tech. Convinced my Daughters mobile has actually morphed into her arm.
Anyhow, if it doesn't deliver for me at least the kids will benefit.... GL
https://www.investopedia.com/articles/active-trading/031915/what-moves-gold-prices.asp

@OB
51.... you are a mere nipper... anyhow life starts at 50.
50 s the new 40 or so i was told. Perhaps they are lying to me... I'm 54 later this year, mind you my right hip is telling me otherwise, clearly the wheels on the trolly start wobbling after 50..
take care
Pork's

Singer
https://www.linkedin.com/feed/update/urn:li:activity:6932352110965514240/

So it closed up on the NASDAQ at +7.34% $3.36 BUT the entire XBI Index was up +4.38% stateside anyhow

So after our close here the volume was still not worth talking about on the NASDAQ at 77k volume for the entire day and just bounced about in a very tight range. Meanwhile both US Brokers have BUY rating with price target at $37 an $40 respectively i.e targets of TEN times the current US Share Price but clearly nobody is taking any notice of them yet.
https://www.barrons.com/market-data/stocks/lbps/research-ratings?mod=quotes#subnav

As i see it, to date the listing on the NASDAQ has been an abject failure. It's delivered nothing to this business other than a cost to list there. It's almost like nobody stateside has heard of them, its practically ignored and next to zero promotion. All the listing has done is attract shorters that look for low volume trading targets like this one, that are easy to manipulate.

Now maybe the NASDAQ listing makes the business easier to acquire? Maybe the filings there can help facilitate a raise on that index end of the year if they need it and its now a kind of insurance policy? BUT otherwise i cant see any point of it what so ever? Unless US funds move in or a big US player moves in there is no advantage?

NOW - Singer the house broker have late today confirmed that they have re-initiated coverage of 4D so they have just published a broker note on it. So this will be being syndicated as I post. Now, will it attract any funds or new interest in the stock is another question? but at least its a positive and it can only add value? Jeeze if only one investor sees it, I guess it's one more than we had today....

Anyhow, On the strength that there are about eight things they are due to update us on, lets hope we start seeing a nice steady building of interest from here as these updates land.

It would be nice if today marked the start of the recovery.... first blue day in ages so maybe it is.... todays further positivity has to be good for the stock, time will tell i guess.

GLA

Hi All

I have been in the markets a good few years now BUT have never seen the extent of manipulation in a stock as i have with this one. Has anyone visiting here seen this before or got experience of it from another stock and what was the outcome?

The PI trades and regular buying selling are all fine. Even when twat face was selling out you could see the selling and whilst uncomfortable it all made logical sense.

What we see now is that trading is normal as expected, buying/selling up until the NASDAQ open. At that point we get hit by floods of AT sells. Now you could argue and say its US hedge funds hitting it with short order in line with the BIO index but where is the stock going? It it being transferred to the NASDAQ? I really don't get it.

At some point i would expect a material turn around here. I will bee watching the US market closely later tonight and see if the SP drops or rises beyond where it was at 4.30 our time $3.40 stateside.

Frustrating...

Why the SP has not yet exploded on this news is beyond me...

The stock is so dam OVERSOLD its bloody ridiculous.....

Lets see what they do stateside this afternoon

GLA

@AlexLSE
It doesn't really matter, the current two notes out are BUY with a price target ten times higher than where we are today. It clearly doesn't count for sh@t

Meanwhile, as noted the moment the NASDAQ opens in go the shorts and the Auto sells hit our book here, we don't have sufficient buying volume to contra it. At some point this has to snap. Its absolutely bloody ridiculous.

I mean how OVERSOLD can this stock get....

Lets not forget we have also have a number of other updates due. Lets hope todays is the start of many and it will be like buses with them all landing in timely order...

Further Updates expected:-
* FDA on Blautix due imminently and possible early licensing deal or support for P3 could drop.
* Confirmation on first patient dosing in P2 for MRx0518 and Bavencio in urothelial carcinoma
* Complete enrolment in P1 pancreatic cancer.
* Dosing in respect of Parkinsons program, following Feb FDA clearance of MRx0005 and MRx0029, Would be a bonus if M J Fox foundation can add further support.
* Presentation of the Asthma data MRx-4DP004 then commencing the part B, presentation update from today
* Expecting some sort of update on the talks with Oxford Finance that Duncan mentioned he was in. This was mentioned by him a before Easter and an update long overdue
* Update on the vaccine program with Merck and milestone payments. We are 2.5yrs in and a milestone payment could be material

One or all of the above may well drop any moment.....

Meanwhile, I'm still of the opinion that a bid could well be tabled at any moment
Hoping that today marks the start of the SP recovery and turn around.... So far so good and so far to go with this one from a massively OVERSOLD position.

GLA

Todays update further endorses the investment proposition
We currently still have this gaping shortfall between the SP today and where it should be
The damage Shorters and SO fund closing have inflicted on 4D has been horrendous
Lets hope today marks the start of the recovery

Just remember all shorts have to be brought back ultimately. I can wait... early days but the book continues to strengthen. Looks to me that they want stock in at the moment....you never know could get really interesting yet, we are overdue a bull run here..

A number of updates are due so lets hope this one is the first of many.. Good luck guys...

Don’t want to tempt fate but buying volume up.
More retail buying will push shorts out and swing could be high
Let’s see, a bull run here would be both long overdue and refreshing
GLA

@crl123
Yes, my position is overweight, I am currently sitting on a high percentage of cash in my portfolio. I have recently been buying more Gold and Silver TBH. I am adding here but in lower amounts. I could hit it really hard and might regret not doing so but trying to keep a balanced head. This could absolutely rocket on the right update.

The way i see it is that we do need the updates here. Its being shorted to death which is frustrating but that will need covering off. They have enough cash runway into Q4 and beyond with Oxford so that just doesn't concern me just yet. Between now and 9th June Duncan has to call an AGM as far as i know. The accounts were on time and no reason there will be any AGM delay IMO. They have the presentation tomorrow and i strongly suspect an update will be with us sooner than we think. As such I'm sticking with it for now but appreciate its not for the faint hearted. The SP performance has been absolutely shocking here and fully understand why some have cut and run.

@MTSparky
I still hold a chunk of stock in VAL and just seeing how events unfold. The results were delayed imo because they would highlight CAB to the year end which may well have been less than 600k. Cash burn 100k a month so they are almost out of cash runway but the SP is holding really well in expectation of the deal landing. As long as the SP holds above 22p CENKOS can cash warrants in August and that will add to cash reserves. I'm not adding there just yet but if it goes to placement i will support, likewise if she buys a lab and wants support i will back it. On balance i really like Suzy the long term is great. As a major positive it doesn't suffer from shorter's like 4D does either,

Currently, the Bio sector is on its ars@ but it might just recover yet. Good to also diversify. I understand Nick has been backing PLBY recently. i have that on my watch list... not the magazines you understand....
Take care

Lets see one of those updates now...

Anyhow, for those invested or considering investing here is the latest report again:-
https://www.4dpharmaplc.com/application/files/4416/5089/2620/4D_INVESTOR_DECK_APRIL_2022_-_WEBSITE_VERSION.pdf

And here is the latest interview from end of last week:-
https://www.youtube.com/watch?v=Pv_EC0_XJ_A&t=6s

Small amount of slippage on trial timelines but frankly to be expected with Covid which did cause delays but back on track. I still believe its just a matter of time here really, much still going on at 4D.

Updates ARE expected at any moment and i have every confidence that Duncan will update us. Lets not loose the focus with the FUD posts and idiots distracting with calls of impending doom, markets were all down yesterday but they tend to bounce back ultimately and anyhow we will hear soon iro:-

FDA on Blautix due imminently and possible early licensing deal or support for P3 could drop.
Confirmation on first patient dosing in P2 for MRx0518 and Bavencio in urothelial carcinoma
Complete enrolment in P1 pancreatic cancer.
Dosing in respect of Parkinsons program, following Feb FDA clearance of MRx0005 and MRx0029, Would be a bonus if M J Fox foundation can add further support.
Presentation of the Asthma data MRx-4DP004 then commencing the part B, presentation next week
Expecting some sort of update on the talks with Oxford Finance that Duncan mentioned he was in. This was mentioned by him a before Easter and an update long overdue
Update on the vaccine program with Merck and milestone payments

One or all of the above may well drop any moment.

Meanwhile, still of the opinion that a bid could well be tabled at any moment due to this radio silence.

Lets face it IF they didnt do a placing 1/4 in line with the Oxford Finance requirement, they must know that either a) a milestone, licensing or some other revenue creating event is about to land b)are extending loan finance in some otherway or c)know that a T/O is guaranteed and on the horizon.

They all had pay rises, they have recruited additional senior staff, they have just filed more patents for further advances, these are not the signs of a business about close are they. They currently have sufficient capital into Q4 and Oxford Finance potentially on top taking them into 2023. Personally, i believe they will become an R&D division of Merck before the year is out - that's my call. If not Merck then one of the others likely

45 days without news and presentation tomorrow....

Time will tell how this goes,,, im still adding

GLA

Only ones selling are those short and they have squeezed the lemon dry.
Of course they can increase exposure further and sell more stock they don't own but at some point it needs buying back.
This is the longest period in the last six years without an update.
Moment they update it will bring attention to the stock, shorts will buy back and them its boom time
See how events unfold but with so many updates due one of them has to land soon for sure...
GLA

Some great points, it just really highlights the compelling argument for Merck to absorb into their R&D division if only to help support and advance Keytruda. With the SP on the floor this really has now become a petty cash transaction.

Frankly, I don't see Financing being as urgent as those that are short make out. Firstly they confirmed funding into Q4 ie October/November/December this year and secondly Duncan confirmed he was in talks with Oxford finance which could take us into 2023.

So even failing anymore debt drawdown finance from Oxford, no payments for milestones, no early licensing deals and nothing whatsoever on the table they don't need to do anything until October this year. That's circa 5 months away OR 10 months away should they extend Oxford finance terms into 2023. So this isn't at some major desperation point yet is it, by a long chalk they have plenty of time.

Anyhow, they filed an option to raise on the NASDAQ if they need to later this year, so they still have that option later if they need to but i just don't see it. I genuinely think this is going into Merck, we are not hearing anything because a deal is being worked out and will be voted on at the AGM, that's my call - watch this space.

IMO the Major news will drop here anytime between now and 9th June absolute latest to fit the time lines, more likely before the end of this month. Just remember Duncan is a fairly shrewd guy, he has dedicated his life to this business not to mention one million of his own money so he has skin in the game. He is no idiot.

Looking forward to how events unfold

GLA

It's funny when i actively post against any specific stock i hold in my portfolio on these boards at LSE, I can tell you anyone else that's bullish is automatically me, anyone selling chunks of stock is likely also automatically me, anyone buying chunks of stock is automatically me. Even when i'm not posting or if i'm doing something else with my time other new posters get accused of being me, you couldn't make it up.

I think its my pig moniker, other posters remember it easy

Anyhow, have a good weekend, here's to hopefully a more positive week next week

Pork's

Interesting, looking really good on L2 but wont tempt fate,,,,,,
Probably turn to sh@t once the NASDAQ opens as per normal BUT going up pre open stateside and stock available here really thinning out.. I will add what i can...

You never know, if only shorts are selling the lot needs buying back soon... they have rinsed it dry frankly...
Lets hope for a sea change....

Superb Interview

Great to hear directly from the horses mouth than some of the crap posted here by those still holding onto a short position. Poetic justice if one of the updates lands and the stock is re-rated and anyone short takes a beating.

GLA genuine investors, i continue building here that's my call and i remain firmly LONG.

A heck of a lot going on and they are making a difference just need those updates, see how this afternoon goes and hoping for an update late today or early next week

GLA

The financial year runs through to the end of December. This means that the last possible day to hold an AGM would be on Thursday 30th June 22. The last possible date to advise us via RNS of the pending AGM would be on Thursday 9th June 22. So they still have plenty of time yet although i wouldn't expect them to hold it right on the wire but they have that option.

My GUT feeling LOL, is that whatever it is they are doing, buyout, takeover, merger , partner, whatever it is will land any moment and certainly before the 9th June possibly within the next two weeks before the month is out. That way they can give notice of the AGM and arrange it, vote through the proposal on the same day.

They will need at least two or three weeks to get any prospectus or proposal done and issued out to shareholders. We will see but thats my best guess.

GLA