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You have to give your full telegram name/handle for people to find you
Thanks Klein. TBH I don't think I've ever used TG apart from the groups. My name on there is RichieRichdxb if you wouldn't mind trying to invite me. Cheers
Has anyone manged to get back in the telegram group?
After a bit of advice if anyone can help me.
Really excited about the next couple of years with Mkango after doing my research and watching the latest investor presentations etc. About to pull the trigger.
However, I’m not based in the UK and the platform I have access to only has MKA shares listed on the Canadian exchange.
Does anyone see any major negatives with this approach?
Appreciate any comments or info if anyone has experience with this or any other similar situation.
Thanks, Richie
Unfortunately one to stick in the bottom drawer and hope for some big news or a buyout
I listened to the presentation today and the take away for me is just a reconfirmation that Angle are years away from being a successful commercial entity and will continue to dip their hands in pockets with rounds of funding in the meantime.
The product is amazing and based on the information we have so far, I really believe that it will make a lot of money for Angle or be sold, but not in the next couple of years. The share price is reflective of this as people take their money out and look for opportunities elsewhere in the meantime.
2-3 years is a hell of a long time on the AIM to expect people to stick around
'All in' on a AIM stock?!!!
I'm invested here as a LTH but have learned a few painful lessons over the years. Diversify and spread your risk and only invest what you can afford to lose. LISTEN TO THIS ADVICE. While I also think this is great value down here and has a lot of potential, 'All in' on almost any stock put you at gross risk of a nasty surprise at some point.
Good luck to all holders and looking forward to getting back to a more palatable share price
Incredible news!!!
Hi Botbot,
Happy new year. Back in March 2021 you wrote on the RR board..... (I just had to trawl back through your posts looking for it!)
'And my punt stock is Nanoco. If you want a reasonable punt buy a few Nanoco. They are in the middle of taking Samsung to court for IP theft. Have made good money so far. There is a real chance of a 10x bagger if they pull it off.'
This is where I first heard about Nanoco and just wanted to take the opportunity while the board is quiet to say thank you for tip and for an intro to this great company court case aside. It's been a fun ride since then and this is one of the best boards I read on LSE with some really great info and comments posted by the regular posters most days without it descending into dull name calling (usually :).
Best of luck to everyone and here's to sticking it to Samsung at the trial.
@Cheadle, very little action and not all of them were sells, just closer to the ask. My buy went through as a sell late yesterday. 125,000 @ 3.3 which I think was the last trade before it uncrossed at 3.12. The ask sat at 3.5 all day and didn’t move. A lot of people just waiting now I think.
GLA
@The-Hat - Well pointed out, I misread the RNS and it's just they have been published. Been a while since I've kept up with what's going on here!!
Putting to one side the fact that we are in administration..... If these Blautix results had come though under more normal circumstances I'm sure the reaction would have been one of disappointment. While collecting positive data which indicates potential is very worthwhile in drug development, the results did not meet statistical significance.
Clinical benefit and indicators towards efficacy in secondary endpoints are important and provide valuable information, but if you miss your primary endpoint it has to go down as a miss. Maybe a slam dunk would have given us an asset to sell and get back in the game at some level but this isn't the one that's going to do it.
Good luck to everyone with your other investments as this one has to be chalked down as a (very in my case) expensive lesson. Rich
@Soundsrisky
I also live in Dubai, whichever way this goes maybe we should have a beer haha. McGettingans drunch if it's bad, Billionaire Mansion if it's a Merck takeover :)
Good luck to everyone
Someone just posted on ADVFN which I have semi quoted below.
'...Most suspensions come WITH an announcement as to why they are suspended. Add to this the exact timing release of the RNS, namely 1230 UK time and I see this as orchestrated. Feels to me suspension is to stop significant price moves on the NASDAQ today in case anything leaked, therefore expect news upon NASDAQ close....'
They go on to speculate about a large 3rd party but the purpose of my post here is to ask, if we think it is likely we will get an announcement after market close in the US on what this is all about?
I sincerely hope I'm wrong but the suspension doesn't feel positive IMHO.
Also the more I think about it, the timing/purpose/content of the QnA was so weird I just can't work it out. No matter what the situation with the company, why would you agree to do it?!
It's exciting at any rate. Sincere good luck to all of us with a holding whether large or small.
Nothing that we don't already know:
1. 4D need money and we are working on it
2. It's tough
3. Biotech bear market for the last 6 months
4. It's tough
5. September/October for fundraise
6. It's really tough at the moment
Jeez lads, even if you don't tell us exactly what the plan is, at least let us know that you have one. Almost admitted that the NASDAQ listing was a stinker as things were 'frothy' when they listed.
It's like they didn't realise that this investor QnA was supposed to drive a bit of positivity into the investor community.
Duncan mentioned another pharma company (i forget which one) that had just been acquired for $1.6bn and that what 4D have here is 'FAR beyond that'. It's all well and good believing that you have a monster on your hands, shame you can't tell us how you are going to take 4D to a successful conclusion. Or at least keep us going for the next 12 months which you would have expected they would realise, seeing 90% of people on the call were there for this reason alone.
Imagine if they are actually reading these comments, that would be very funny. Maybe they could throw us a cryptic clue in the presentation QnA to let on they know who's who on here and who's posting?
'
Hi Soundsrisky, I enjoy reading your posts.
I think it's simply down to realistically the amount of cash they need to move 4D forward. If the share price is £1+ when they do the raise, then they probably wouldn't need this extraordinary resolution passing at the AGM to give them the option to raise 100%. The 40% option which they already have would be enough. If they raised 40% at these levels they'd be coming back to the market really soon for some more which doesn't make sense. They need a good chunk of cash to remove the uncertainty about the future and let them get on with the science and process the trials to first a more clinically advanced position and ultimately (where there focus should be) a commercially meaningful point.
Getting an extra £7.5/10m tranche from Oxford would be a boost but it's just not enough to run all the trials, develop the business and keep the lights on etc. for very long. If it gets passed (I hope it does) and whether they take up any of the 100% raise or not, negotiating other finance options when the other side knows you're in a tight cash spot later in 2022 sets us out in a very weak negotiating position.
Like most on here, I'm disappointed with the price action over the last 6 months which has landed us here. We've had some good supporting clinical data published to back up the microbiome science as a new area of medicine. Several factors have gone against us as these things sometimes do so we need to search for the best and sometimes the only way to move 4D forwards.
Main goal is to keep the business going and prove what we have beyond doubt. At which point Merck et al should come sniffing round and make a bid. OK, so we didn't make as much money as we wanted to or thought we might, but at least we're still fighting.
Very interesting to see what happens over the next few months. Good luck all
Taunton Boy buying a few % of the company after just joining LSE and making his first few posts was great banter from Porky. Dropping a couple of mil on 4D like it was nothing :)
Tough times for holders. There doesn't seem to be another viable (and likely) solution other than substantial dilution to our cash issues. I've sort of accepted that now and so long as it keeps the lights on and allows 4D to develop into what we all hope it will become, then I think we just have to make our peace with it. I'll be taking up my allocation through any open offer and/or adding once all this is sorted out if the price is lower. Once the funding is sorted, the science hasn't changed and it's very exciting.
When people bought into 4D, I'm sure most investors (not traders) did so with a mid/long term view. Whether you wanted £4/5/6...£10/£20 a share at exit, it's just the reality that we will have to accept the dilution to keep us as a going concern and accept half of our original price at exit if they go with the 100% .
I personally invested in this company with the view that it was never going to be plain sailing and over the long term. We need a lot of cash for the trials and the BOD don't have a crystal ball, nobody including them wanted to be here scraping the barrel for cash in the middle of a Biotech bear market. Very untimely/unlucky imo but that's the breaks sometimes.
Let's get this raise done and out of the way and then we can get back to the science and the BOD building 4D into a diamond that's coveted by several of the bigger players.
Just my view - hakuna matata
Sang, I wasn't specifically referring to you in my post as I've been following your comments for a while and understand your reasons for exiting 4D (for the moment). Despite the regular abuse you get on here for posting anything other than daily repetitive ramp-o-thons, it's an AIM share so anything could happen and you can only follow your gut (pun intended).
I personally think the board will sort the financing out and agree with what Porky just said that Duncan doesn't seem overly concerned about it, it's a difficult but not an unsurmountable task which I am sure they are focusing on with urgency. Let's hope he's got something in the works, he's got skin in the game so he's hardly likely to be taking this lightly.
I thought that John Doyle's section of the presentation was an awkward one for him to deliver. Like he had to get in and get out of there ASAP without basically saying that the funding isn't sorted yet beyond Q4 but they are working on it. Trust them to sort it or leave now at bargain basement prices and have to buy in higher price later, simple as that unless it goes south! You take your pick and risk tolerance with your own cash.
My point was more along the lines that over the next 12 months there doesn't seem to be much more data coming out from what Duncan said and the timelines he gave, so people will get bored and look to deploy elsewhere for the time being. Updates around the funding will help and put 4D in position for a large move upwards, but it's the data that will drive this to where we all want it to be and hopefully towards a buyout.
I'm in and staying in.
I also listened to the presentation yesterday. Appreciate they have RNS'd these before but there was really nothing worth sending a separate communication over in my opinion. The same top line (positive) info about the different clinical projects we've heard time and time again. It was only a 20 minute slot so not much opportunity to do anything else really.
Thought it was interesting Duncan mentioned the vaccine collaboration with Merck in the same breath as the 518 and 004 etc. which he hasn't really done before. What I mean is it's always been somewhat of a sideline in the previous presentations which I think was a positive to take from this one. His comment that Merck were happy with the progress was very encouraging but it's one for the future and won't be adding much to the SP for the foreseeable.
My main feeling today, after thinking about this overnight, is that this presentation more than recent others seemed to indicate we are a fair way away from further meaningful updates on the clinical programs. On 518 Duncan said throughout 2022 and 2023 which I took as end of 2022 at best. The others were all 2023/24!
I'm personally holding long term for any buyout as I think 4D will start to come good once they announce their plans for funding and they release more data, it just feels very undervalued where we are but the biotech market is a warzone at the moment so hardly surprising. The science looks like it's stacking up based on all the recent updates which is the core of my investment belief here.
There will be a lot of people (as we have seen recently) with less patience and who will be looking to deploy elsewhere. I have now pushed my timelines back for when I think this will start to move. Apart from any surprise early buyout which at the moment I think is unlikely (too early in the clinical programs for the big boys), I just can't see anything really happening until mid next year at the earliest.
Still very positive on the investment case here and think 4D will make people money in the long run. Good luck to all holders and I hope that we all make a mint supporting a compamy doing great things for very sick people.
Good luck and ATB