Member Info for qweqweqwe

The way I look at this is that if FDA approval is granted then Motif has the potential of being a 1bn company, which works out to be almost 40 times the current share price and that valuation is not unrealistic when compared to market size and competitors.

However, my gut feeling is that, due to the CRL, the valuation will never reach 1bn unless it is proven by real physical cash flows. Apart from Amazon, Apple & Berkshire Hathaway, I can’t think of any companies that has 40 bagged since inception let alone within 1 year? This share to 40 bag is extremely too good to be true and I can guarantee it wouldn’t anywhere near that magnitude, if it did then it would be like winning the lottery and how often does that happen, almost never. I am a LTH and feeling optimistic.

Does anyone have a realistic value of Motif if it is approved with labelling or further studies?

I also averaged down when price touched 5p on doomsday.

The rationale was that there’s no point bailing out after 85% drop to save 15%. The lower average gives me breathing space and options to trade my way out if need. I’m glad I averaged down.

Just signed this petition for me and planning to do so for my wife and kids.

This is a great initiative, I’m glad someone got off their backside and did something about it than just to moan

Mr tibbles, are you on the wrong board?

This is the most resilient share I’ve seen in my life, even with two successive profit drops the share still goes up not that anyone is complaining.

It’s also comforting to know that there seems to be a very strong floor/support at 1.95

At the moment no news is good news. Best not to monitor the SP daily and just wait for they next RNS as nothing newsworthy will appear until the next RNS.

Just look at Balfour Beatty (BBY) share price when Carillion went bankrupt and Serco, Capita & Mitie almost went bust, but BBY was unaffected.

Also look at International Workspace Group (IWG), their share price is very resilient even if their profits are lower, it just doesn’t make sense. Some shares are resilient and some shares aren’t even when CNA had jump in profits.

Maybe the new guy will see sense in approving Iclaprim!

https://amp.businessinsider.com/fda-commissioner-scott-gottlieb-to-resign-2019-3

Looking at the charts, this could go as low as 735 and then bounce back up again. There’s a strong support at 735 level.

In any case, this is a great defensive share for the upcoming crash. DYOR

Not long ago, all the morning companies were on their knees and now they are prospering. This is the telco’s turn to suffer and will soon be flavour of the year.

Nowadays, with the algo, AI and shorting stocks, the fundamentals are thrown out the window and what seems to drive the market is what is currently flavour of the month. I rely on fundamentals to base an intrinsic value of the business, it’s Mr. Market who is your servant and not to be used as a guide of what the company’s intrinsic value is.

Just relax and collect the dividend while you wait for this to go up.

Good luck, and DYOR

Any new placing should be offered to ALL existing shareholders with a warrant and one of the big or 2 or 3 Institutional Investors should underwrite it.

It’s down 10%, do you think it will go down the same way as Centamin which went down by 30%?

I hope it does not have the same carnage as Centamin.

There’s only so much screaming and shouting noises a little PI’s can make but what about the large II who manage your pension funds and don’t really make any noises. I know they are playing with our pension money but at least they should protect or enhance their bonuses by making their investments work harder. Make those assets sweat!

I’ve just exited with profit but think this company has a great future with fantastic management. May get in later in the year if the price drops.

Good luck to existing LTH.

I’m surprised why this has gone down today as the ex divi is tomorrow?

I was pleased with the call and have confidence that they can turn this around. In the meantime MM and derampers will try their best to manipulate the share price.

Now I don't need to think about this share until the FDA meeting.

Based on the call and the comparison between Iclaprim and Vanco, it looks like FDA was buying more time as they've already sent all the subset of data.

It seems FDA were in constant dialog during the NDA and believe Motif may have given them too much data to chew through.

The positive comments were that "No indication of further studies" and "all commitments can be met with the current cash". The added benefit of early repayment is that they can substantially reduce interest expense and thus preserve cash.

I hope everyone has their questions ready