Member Info for PSB123

I thought it was an excellent RNS, a little surprised at the slightly muted response on here. Almost 90% of patients reported improvements, the data was statistically significant. It’s a really strong build and adds to the strong efficacy already seen in cancer and IBS. Very exciting

Put it this way. $500m EBITDA expected next year and current market cap is £430m.

There are lots of catalysts in the near and medium terms, tailwinds from high oil prices and Savannah estimate that they can reinvest cash flows at a annual return of 40% after cost of capital.

Savannah is heading for the upper regions of FTSE 250 in a few years time. A SP of 33p / Market cap of £430m is a total, total misrepresentation of the value in the business today and even more so the likely / almost certain future value.

Very nice increase in Acugas sales with increased contract size

Announced today. Good news putting more pressure on Putin, hopefully they go fast with it.

As an aside (and it is secondary) the price of oil is only going one way for a while from here and it isn’t down

Heard this a lot about a Russian seller.

Could anyone share any further details please, who the seller is, what their holding was (I guess we don’t know what it is now), etc. Any views on how long the selling will last?

I have a small to medium sized position here but see lots of potential. I am quite likely to add but want to time it as well as possible. Thanks for any help anyone can give.

It did rise into the seventies on the day on the back of the oncology RNS, was top performing UK share for a while on the day I think then SO started selling in to it, we got the TR1 showing he’d dumped 1.8% of the company and had another 2% to go and the price slid rapidly.

Looks like he’s finally gone. Someone showed analysis of how much volume was needed to clear him out a week or so ago and today always looked like being the day.

Hopefully shackles off from here

Great news. It feels like this has plenty left to run and run. It would be nice to see a series of extensions.

The SP is clearly well below fair value and surely must drift up from here. Who in their right mind would be selling when the company are hoovering up shares themselves. Key is to sit tight and just let the SP rise to something more reflective of true value

There’s a massive over reaction here, quite probably people deliberately trying to sow doubt.

Remember last year there was a huge ONE OFF cost of the Nasdaq listing. That won’t be repeated in 2022. You can’t compare last years losses to current cash position and assume this year will be the same as last.

There is enough cash to fund until at least Q4 and conditions are about to be met for unlocking the next round of debt financing which will extend that much further into next year. Everyone needs to calm down and get a grip. There’s no way 4D will do a large placing in these market conditions at this artificially suppressed SP (which we all know is suppressed because of Steve Oliveria’s selling and shorts jumping on the back of that - he has almost nothing left to sell).

Honestly the slightest bit of research and a little common sense would put all this nonsense to bed. I’d love to say I’m shocked at the reaction this morning but sadly this uniformed panic sowing is par for the course on shares like this. At least it’s helped me do a small top up at a bargain price this morning.

I’ve bought in this morning. Looks well undervalued and the buyback should start to propel some momentum here, especially given the illiquidity.

Good look all, hoping to see 10p+ In the next couple of months.

Thought it was good. Didn’t give much away but clearly very happy with the results and the progress

Only a quick read through but as I understand it SAVE are issuing a $900k convertible loan and assuming it converts will end up owning 25% of Lekoil which has taken a battering over the last few years but has raised some $260m in equity financing since 2013.

Sounds like a pretty crap position Lekoil find themselves in but a reasonable option purchase for Savannah which at that price they consider ‘immaterial’

I know it’s not exactly code to our strategy but does anyone know if Savannah has the potential / capacity / capability to ship LNG to Europe if the demand is there? Given world events Europe will clearly be looking for alternative gas supplies and I wondered if reserves in Nigeria could be sold, perhaps to pay down a chunk of net debt?

Even if there was a meeting room booked and even if the hotel let that slip the booking wouldn’t have the name of all the attendees. It would be either under the company name or one person’s name. No one makes a booking and starts listing all the attendees of the meeting

Weird statement here:

‘ In so far as the Company is aware, the percentage of the Company’s issued share capital that is not in public hands is 19.6%, which comprises the holding of Polygon Global Partners LLP and the directors’ beneficial holdings of 2.5%.’

Why are Polygon not considered ‘in public hands’ but Polar are? Does this imply more of an insider status for Polygon somehow? I’m not sure I understand the differential (note it’s published on a page just below the references to Polygon’s and Polar’s holdings).

That’s right. Looks like exactly the same share holding as before. No selling but higher total number of shares means their percentage has dropped

Agreed, the last thing anyone wants / needs is an echo chamber of only rampy posts. Too many of those boards already exist and they do no one any favours

I’m really excited about SNG, hold a large amount and expect positive news very soon.

I just have to comment on this though as one of my new all time ‘favourite’ LSE views: ‘Polar may be selling to recalibrate in advance because they expect the news to be good and don’t want SNG to be too big a part of their portfolio’ :-)

I love this, I wish all investors would sell when they were confident of good news and worried about a share price doing too well. I’d be very happy to take such shares off their hands every time - at a suitable discount of course reflecting their distressed seller status because of their fear of their investment doing to well :-)

I just re-read the 15/12 RNS saying AffiDX had been tested with actual confirmed Omicron patient samples in Spain and it worked.

Four weeks later we get today’s RNS.

Hard to fathom what has changed in the meantime. I don’t get the impression from today that they’ve run hundreds of samples and concluded it’s statistically significantly much worse (although I could be wrong on that of course, but there have only been low hundreds of samples evaluated in total over a very long period so I doubt we’ve suddenly checked dramatically more not as part of any approval process)

Good interview. Nothing new in there from last week but presents the value proposition well.

Did anyone notice the slight chuckle from the presenter when he referred to the SP? He couldn’t believed where it was relative to the value in the business and the published forecasts / targets

Agreed. Some very bizarre commentary from someone who claims to be ‘invested’ in Savannah.

I generally try to ignore but the desperation this evening trying to talk this down is a bit much. Very obviously an ulterior motive at play.