Member Info for Porky9

@Shirleyfraser
Good point, it is a risk factor with the Mcap this low.
Of course with a license deal you are getting an upfront plus a back ended royalty and fees at stages over a period of time
With an acquisition its 100%on acquiring but, i agree over period it could well be cheaper at these levels just to buy out the the entire business.
Time will tell i guess

Valirxians,

I genuinely think we can break the 55p line any moment and then onto the 74p to 85p peer average range before confirmed contract terms finalised. All Signals are VERY bullish.

Feeling really confident here due to the very low previously oversold mcap level we are building from. We have also experienced some intra day swings and yesterdays retrace. So positioned well for the next rally.

Market Cap at 47.5p is still ONLY £31m – Crazy Cheap - This is the market Open today
Market Cap at 55p is just £35m

PEER AVERAGE 80p REPRESENTS £ 52m - We are currently trending to this range:
https://twitter.com/Porky9Here/status/1451009401972797446

Market Cap at £1 = £65m
Market Cap at £2 = £130m

I mean what a position to be in, buying in at these levels. What an opportunity and the trading range chart also looks just superb, Anyhow, onwards and upwards and good luck all

Pork's
For purpose of disclosure i added 100,000 yesterday at 49.4p

THIS IS AN INFORMATION REPOST FOR NEW INVESTORS

Very Quick Synopsis:

An incredibly promising Biotech that accelerates the development of treatments in cancer and women’s health to improve patient lives.

They select and incubate promising novel drug candidates and guide them through an optimised process of development, from pre-clinical studies to clinic to investor-ready assets.

They do not YET have a commercially viable drug but have made significant progress developing both legacy and more recent drug candidates. They are on the cusp of licence deals being completed before the end of this year. The CEO in the Pod Cast with Zac Mir on Sunday confirmed that it will be announceable shortly hence, the increasing interest in the business and increased trading volumes.

The current drug stable includes:
* VAL401 lung/pancreatic cancer drug candidate
* VAL 201 prostate cancer drug candidate
* VAL301 endometriosis drug
* BC201 A Peptide repurposed for anti-inflammatory use
* Lastly, the company’s recent partnership with a London university has its triple-negative breast cancer drug under evaluation, after which Valirx could license the technology under pre-agreed terms.

The clinical results out last September for 201 were great and the recent presentation absolutely fantastic so its all looking good.

BC201 gets largely overlooked by shareholders but could also be a hidden gem. Data due any moment. It could prove to materially reduce long term Covid damage and/or Sepsis, One to watch:
https://www.valirx.com/sites/default/files/2020-10/BlackCat-COVID-19-ARDS-treatment-summary.pdf

As a bonus the share price at 47.5p represents a mere £31m Market Cap. The peer average at this point is £ 52m an 80p share price hence, the Biotech is materially undervalued, still +70% increase to go just to the average point plus the stratospheric rises on license terms expected. Also, just the one licence deal should see us firmly in the £1 to £2 range hence all to play for.

It's a Red Hot Buy and one of the best risk reward investments on the AIM in my considered opinion but DYOR.

Oh and finally, least I forget, the CEO here is just amazing, new team, new ethos and really cares about the shareholders. Which is totally refreshing compared to others on AIM.

That about covers it but DYOR and follow the links in the previous post.

Good Luck

Pork’s

THIS IS AN INFORMATION REPOST FOR NEW INVESTORS

If you are visiting LSE to evaluate this Biotech its well worth investing the time. To support, may i recommend the following places to start:-

The You Tube link to the presentation:-
https://www.youtube.com/watch?v=nSG6PF_0JTw

The Original video plus the Q&A at Meet the Company can be found here:-
https://www.investormeetcompany.com/valirx-plc/register-investor

The Company website is a fantastic resource packed full of information and can be found here:-
https://www.valirx.com/

And for those that use Twitter don't forget to follow the company here:-
https://twitter.com/valirxplc

If you like charts, this is what the current position looks like its shows the direction of travel and the step changes along that journey so far :-
https://twitter.com/Porky9Here/status/1451009401972797446
Nice steady buying and selling with trajectory North with volumes increasing. This will see us firmly move towards the 74-85p Range - The peer average range.

The Sunday Roast interview which is a Traders Cafe special hosted by Zac Mir is also very interesting to listen to:-
https://twitter.com/Porky9Here/status/1449709221868675073
During this Podcast the CEO Confirms
‘We can absolutely say we are on track to have a deal signed by the end of the year’
then again says
‘a signature on the first documents will make it announceable before year end’

So its looking like the legacy projects are now a certain bet to license this year in which case a significant step change in the share price likely.

Good luck, enjoy the journey... IMO this is a truly fantastic opportunity with an amazing Risk / Reward ratio buying at these levels but DYOR.

Pork's

@111baker
I will repost the "Information for New Investors" posts shortly. It's important for new investors and visitors here to understand more about Valirx. The information is quickly lost here due to the posting volumes.

In my considered opinion, the trading activity we are seeing is typical of an AIM business going through a re-rating. It's moving gradually north in small step changes. you can see this clearly on the trading chart:
https://twitter.com/Porky9Here/status/1451009401972797446
The Peer Average for this business position is £52m Market Cap (80p) yet we are still only at close Wednesday after the retrace £31m Market Cap so still 70%+ to go before license news lands.

Now you could sit on L2 all day and try and exactly time entry and exit points for small gains with limited success. This is what traders are doing. However, the spread can widen from .5 to 2p at times and you can't buy high volume easy, the free flow stock levels are fairly thin, chunks of stock are moving to sticky hands, so you will likely pay a premium for a larger buy.

So i personally think trying to second guess trading points here its futile, better to just take a position and come back in January. In My considered opinion buying at this £31m Market Cap level is kind of a no brainer, its materially undervalued and upside potential is stratospheric hence why I'm as bullish as i am.

These are my thoughts anyhow. Finally, there are a few other points that will take the SP materially higher:-
1. The license deal terms could land at any moment - (but guaranteed before year end anyhow)
2. BC201 data due out any moment could also be a positive especially if its proven to reduce long term damage from Covid and or Sepsis - One to watch :
https://www.valirx.com/sites/default/files/2020-10/BlackCat-COVID-19-ARDS-treatment-summary.pdf
3. Cenkos could surprise us and get an actual Biotech fund to take a position (although i put the odds of that as very low as Valirx may have been sold a pup there but, I look forward to being proved wrong)

Hope my post has been useful
Pork's

@OB
I fully take onboard your comments. I agree and that's fair enough. Life is far too short as it is, we are stronger together as they say.

@JennyTulwought
My character can be a bit marmite for some, consider me as the noisy pre match cheerleader. “Give me a v..V, Give me an a..A … “
This is a fantastic Biotech as far as I’m concerned. It’s swamped with historic negativity, and I have been working hard to stamp it out here and encourage shareholders to get behind Suzy and the new management team. They are making a real difference. Shareholders will soon be majorly rewarded.
I apologise if my previous messages were harsh. We are both supporting the same team. Together, lets smash this.
Take Care

Pork’s
PS. Will try harder to improve message spellings, sometimes I’m going ten to the dozen from both tablets and phone devices and not editing what I post :)

OK, Will be back much later, going for a power nap... In the meantime, I have the reply back from Suzy regarding Cenkos and have permission to post as follows:-

"Cenkos will be doing plenty of work for their fee. As our broker, they will be taking over the production of broker notes from SP Angel, and are circulating all the information they possibly can about us. I realise I’ve already made the ‘long term benefits from Cenkos’ comment to you as you’ve quoted it back to me – but as Cenkos are dealing with institutions and institutional investors, there will be less activity noticeable to the private investor until the effect starts trickling through to the share price. Work behind the scenes is just as important as the visible work."

I have replied to say that actions speak lounder than word's, i obviously support her better judgement as she is closer to the action. I just hope they don't disappoint.

As i see it, Valirx are a fledgling Biotech and i would hate for Cenkos to just take a free lunch here and ride off the back of the work of everyone else. Anyhow, if a biotech fund does come onboard PRIOR to the deal announcement, I would say fair play they have gone the extra mile. I guess i just want them talking to funds today rather than later....

After the deal every man and his uncle will be in on this and we won't need II support. Anyhow lets see how events unfold.

Pork's

@Dracula1
Think what you like
When i comment to say I'm WELL RESEARCHED you can take it from me, I'm well researched
You don't need to point out the horrendous historic situation.
I would not sink significant sums into stock here if i wasn't researched but its my money my risk anyhow.

I am fully aware of the historic situation. In fact originally, i was bombarded by historic shareholders on Twitter and actually they tried to put me off investing here because of the historic situation, so i was extremely cautious and double checked everything, i can tell you.

My evaluation is based on the Risk/Reward ratio from here which i consider to be absolutely exceptional. In fact, i consider the upside potential as being absolutely stratospheric. The company is materially undervalued at this level my miles as i see it. We are not even at the market peer average yet... its an incredible opportunity.

Anyhow, to a certain extent I'm not that concerned with the past as i wasn't holding stock then, i know that sounds selfish but I'm only concerned with where we go from here.

The current Management team led by Suzy run a real tight ship. They make a pound go a very long way i can tell you. They have cut costs and run a real lean operation now. So much so, I'm actually a big advocate of Suzy having a major pay rise! that's not something i have said about any other CEO of a listed Biotech i can tell you. Normally its the reverse, they are well overpaid for what they do. Where as Suzy is materially underpaid and frankly I'm hoping that once the first deal is over the line she gets well rewarded. She has materially transformed this business.

Anyhow, most here know my reasons for investing i won't carp on..... LOL

Good luck with your investment decisions I'm building here and very happy about the future outlook.

Pork's

@drshan
Just to say i really appreciate and thank you for your kind words
Hey at the end of the day, when it come down to it, if you hold shares here or buying in we all want to see the company do well and drive higher.
I think everyone will feel better at OBs £2.36 Party....... you never know...
Thanks again.. Take Care
Pork's

IM expecting a MAJOR blue day tomorrow
last 14 of 16 trades all Buys
Market knows the value here and the upside potential
little retrace, offload a few and onwards and upwards tomorrow
Very Positive
Pork's

What total BS
Minor retrace, that's all, talk about wanting to encourage sells to get in cheaper,,,
Level 2 fairly strong
i expect major uplift from here....

Well i have not even heard of this Saint Tropex character poster from the past, sounds like a sun tan lotion to me.
I'm only concerned about going forwards
Small retrace today and we will be smashing it tomorrow. This is heading 74-85 range all day long
Could have timed my 100k buy better earlier BUT a couple of pence wont matter when we are north of our first pound...
GLA

I have just had a fairly detailed DM exchange with Nick, he is FULLY 100% behind this business, make no mistake and he won't mind me saying that. I have no concerns here.

We are however of the opinion that their would be less focus on specific individual trading styles if Valirx had some Biotech funds behind them.

I have reached out to Suzy this afternoon to try and understand exactly what Cenkos are doing to earn their keep. There appointment was to do just that.

As i see it, once the first deal is confirmed there will be a step change in the Share Price with two further deals to follow. I genuinely see this north of £1.20 fairly soon, i really do, at which point Cenkos will earn £4m by my calculation and increasing.

On the first deal S P Angel will issue a revised broker note at this point and every man and his uncle as i posted earlier will buy in taking us even higher. As retail holders, we are also doing our bit to promote the company. Suzy is attending interviews, the company is really putting the message out there, so they are doing their bit.

So what are Cenkos doing exactly? as it stands looking outside in it kind of feels like they are on a free lunch here?

Anyone got any thought's on this?

Pork's

This is why we need Cenkos to present Valirx to a few Biotech funds
Take the focus of individual retail buyers and over to what the funds are doing.
It will come
GLA

@rhubarbmk2
100% agree
The data on 201 was superb but look at the previous investor base. Battered by poor management and dilution hence sentiment at rock bottom. Many don't even do any research half the time, so they don't even know what they in fact own a slice of.

I get accused of being ultra rampy and bullish but, when i started posting here imo its was the most miserable negative forum on LSE, honestly i don't know about being put off from buying these shares, some posters would have you reaching for a piece of rope. Never seen anything like it.

The sentiment has now changed imo, yes we still get negative LTH here who still want somewhere to have a bloody good moan but on balance its getting better. Moreover the share price is recovering.

No doubt Nick top slicing 500,000 shares at 50p over the last two days will give the negatives something to feed on as it effectively contras the positive TR1 however, we have a great company, the first licence deal will be worth many multiple of same and its now a case of WHEN and not IF, as such we will be looking at many multiple of where we are today hence its an easy decision for me also to ADD

GL

@JennyWorthNaught
Look I appreciate as you are a very LTH with a significant write off in value, you are a little pi@@t off.
I totally 100% get it, when this is back past our £2.36 party you likely still wont get your money back. I get it.
But there is no point coming here just to be negative, the past is the past.
Suzy can't change that, all she can do is make changes and do things better

For investors at this point, its possibly the investment opportunity of the year frankly. The first deal will likely come in at multiples of the current market cap. its a total no brainer and an entirely different Risk/Reward ratio buying in now to any time in its past history

Investors are buying in now because of the direction of the company. New management team, new ethos, new USP, legacy projects going further towards commercialisation and new pipeline products brought forward.

Now i accept I'm the biggest pro-ramper on this board, i will fully accept the accolade, i consider myself as that noisy cheer leader before the main event. Yes, will naff some off, but unless attention is brought to this great company, nobody knows about it. Unless its being talked about nobody cares.

So i don't care about some two bit historic pumper, i really don't in my case i have brought in, i'm adding and i'm backing them. So rather than waste your time here being negative why not bring some sparkle, be positive. This is such a great company.

If your holding is worth Naught as you proclaim either Buy more to down average, or capitulate your position and move onto a stock where you are more positive. What's the point in being negative? It won't get you anywhere. Jeeze i have some lemons in my portfolio, i have removed them now and moved on, investing especially on the AIM comes with risk, you wont get it right all the time.

I just happen to think the time is right now to buy here, each to their own call.

GL

@DI
Registered, posted first post but no followers yet so would take a lot of time
give it a go anyhow

Here's to a great afternoon session
GLA

LOL - I don't hold enough yet for a TR1 and anyhow don't fancy the responsibility that goes with it. I get enough troll abuse as Porky9 as it is :)

What we need here is Cenkos to earn their keep and get a Bio fund to take a position. What are they doing exactly?. The share price climbs to £1.20 Inside of the year, and it will most likely will go significantly higher, and they bag at least 4m - not bad. As long as they earn it i don't mind, I don't want them here on a free ride.

If they haven't presented Valirx to at least one decent BioFund to take a position i would demand cancellation of the contract frankly.

I did raise it with Suzy and she said to quote:-

"Don’t worry, we are on the heels of Cenkos and making sure they are working hard for us. The benefits from their work are more likely to be seen long term than short, but as you know, it’s the long term benefit that I’m more interested in serving for the best (and most sustainable) growth of the company."

So we will see, actions though speak lounder than words for me, once the first contract comes over the line, every man and his uncle will want to buy in here. We need the support from Cenkos now, much later they are less relevant imo.

Also, S P Angel will likely put out a revised broker note after the first deal so again Cenkos will piggy back off that aswell

Anyhow see how event's unfold

Pork's

We really owe Adam a MASSIVE thanks for adding strategically yesterday, blinding move in my opinion.

IMO it firmly underpinned the bottom of the range at 50p - Its all NORTH from here.

This is powering far north from here make no mistake IMO. I'm going to do another calculation but i think we will add at least another 10 or 12p before the next 4p or 5p retrace.

Obviously this is AIM and it would be foolish to think anyone can predict it but I'm absolutely convinced this is going north of peer average before deals, its the fact that our mcap is so low to start with.

A different stock with more shares in issue would play out differently but the stock availability is so dam thin here. Only takes a few with a longer term view and you are taking chunks out the free flow and up the share price goes.

Just loving it....

GLA