Member Info for potnak

Please don't engage, elcap. Conspiracy theories have no place on a science based chat board.

Well, Carter. That is next level f*ckwittery. Imagine believing what you wrote but investing in biotech! It'll be like a flatearther investing in Space X. Another for the filter.

I'm going to do what I will call. "Doing a Utar" No posting on this board until the next RNS. No offence to the actual Utar, its good to have you back matey. I'm all in, lets see your hand SAR.

And I didn't dig myself into a hole and try to prove it wrong. You just move on.

Yes, but as Thoth said last week. The LTH have made their decisions. We are happy in that decision and it's just a waiting game now. There have been quite few snide remarks made against the likes of Thoth, RMM, Fadec and others over the last few weeks. If I were them, I'd just leave the board to it.

Nope, Glen. It is that simple. If I were one of the select few on here who really understand the science, I'd stop posting. We're never going to find the smoking gun. We will get the RNS's we're after in the next 6 months. May as well just go silent until then and leave the newcomers to themselves on here.

Thank's Thoth. Knew it was higher but didn't know which were Institutional and which were nominee accounts.

Approx 70% of the company is in PI hands. We still have the final say.

Institutional shareholders
Hargreaves Lansdown Stockbrokers Ltd.
AS OF 02 JUL 2020
317.60m 9.76%
Hargreaves Lansdown Asset Management Ltd.
AS OF 02 JUL 2020
193.20m 5.94%
HSBC Global Asset Management (UK) Ltd.
AS OF 02 JUL 2020
132.82m 4.08%
The Share Centre Ltd.
AS OF 02 JUL 2020
108.28m 3.33%
Jarvis Investment Management Ltd.
AS OF 02 JUL 2020
63.31m 1.95%
First Pacific Advisors LP
AS OF 02 JUL 2020
62.50m 1.92%
Thesis Asset Management Ltd.
AS OF 02 JUL 2020
59.50m 1.83%
HSBC Bank Plc (Market-Maker)
AS OF 02 JUL 2020
32.67m 1.00%
KW Investment Management Ltd.
AS OF 02 JUL 2020
25.25m 0.78%
IG Markets Ltd.
AS OF 02 JUL 2020
15.11m 0.46%

https://markets.ft.com/data/equities/tearsheet/summary?s=SAR:LSE

FOMO will also make punters pay 2, 3 , 4p for something they could have bought for under a penny. Just weeks or even days before and still want a ten-bagger. That's why I wouldn't rule out Ahfam's scenario of a massive spike on news. There have been some good multi-baggers this year and on the whole, it's been good for AIM. Everyone wants in on the next bit of action. Hopefully, SAR will be it.

Yes and i'd just like to point out that I am not qualified to give investment advice so that wasn't investment advice :-). When I first started out trading, my first big success\failure was Northern Rock I spotted the pattern of daily swings when the credit crunch started. I rode that wave and made a fair bit of money over a couple of weeks. I thought i was going to be a millionaire until the government stole all of my shares off me. They never did give them back either.

You don't need charts, you've already spotted it. Committing some dosh to it and a strategy is all you need. Buy in low .80 range and sell when over .90 simple. short to medium term, worse case scenario is you become a LTH.

I'd say exhilarating to watch if you were trading the stock. I'm not but its great when you are trading and a pattern forms.

If SAR can pull this off, and it is still a big IF but if they can pull off a deal. It would be almost unheard of in the sector. Yes, there have been some big deals and some quite recently but generally the companies getting these deals are already worth 100's of millions to start with. Add up the placements over that last ten years. It's pennies when compared with other companies in the bio sector. probably way less than one well run P2 trial. If we get 10p + Tim, the board and SAR's investors will have built a company worth hundreds of millions with about 20 million quid. Sounds too good to be true but I stayed invested because, they just might pull it off.

I don't 'want' another raise but if the milestones are approx £6 mill then it wouldn't be a long stretch to add another £4 mil through a raise. We could have £10 mill just sitting there in case we need it. Easy enough to send big pharma away with their tails between their legs. The biggest hurdle is the shareholders. I have no issues at all with some weary investors wanting out and I truly believe that the chance to sell at 3p will come this year. If they don't sell, they need to understand there is another round of waiting to go through that no amount of PR or moaning about the board will speed up. The next 6 months is crunch time in a few ways.

If it isn't an official offer, the boards could just dismiss it as part of negotiations. I hope it is SAR who is driving this. I hope Tim and the board have set out what we want and are providing the data to show the value.

That's a fair point but I think we will get 3p easily. It'll be up to to each shareholder to decide whether to sell or not. If they hang around, there is a lot more waiting to do. Unless there is an outright buyout, these are the options. Sell on the next big spike or stay invested and start the waiting game again. and my definition is 3p a share would be a bad deal if we are talking a buyout. IMO. Anything less than 10p would be a bad deal.

RMM, yes but I wouldn't rule out a raise on the back of the milestones being paid from Sierra. There is also Aurora, this may well come along a secure the financial future of SAR. Lots of unknown that should become clear in the next 6 months.

There is a downside to this, well, for some at least. Tim and the shareholders have to be willing to walk away from a bad deal. We can only do that with some funding behind us. The 737 milestones, if we even get them will not cover P1 trials for 2 compounds. Tim knows the worth of these compounds, as do the shareholders but big pharma can easily sit this out until we are down to our last few pence. I believe we can get deals worth 100's of million or TYK2 but the shareholders have to understand what game we are playing and the need to raise funds if needed. I'm not sure this post will go down well, let alone the possibility of raising.

From a valuation point of view. As RMM said, £120 mil is worth 3p on the SP. From an AIM point of view, the resulting spike could be way higher. Not really a comparison but PYC spiked to over a 20 bagger on 0.5 million contract. It would be carnage out there, ha ha. Bring it on!

Brighty. so it's the wrong type of tweet now? Schrodinger tweet. Both good and bad, until you read it? I'm bowing out for the weekend. Have fun all.