RE: Spare 30k15 Jan 2026 14:16
I'm in TCG but only with the first of a few tranches. I need to see a little more concrete evidence to go in deeper. Tim has failed to deliver for far too long and has no problem with over egging the pudding when it comes to the reality of IMM's chances of selling any of its products. He's been exactly the same at Incanthera so it's just the way he is. Totally unreliable. There could be a deal, there could also be nothing at all. That's why the market isn't lapping up shares just now. He's also shown himself to be a whipping boy for the likes of Lanstead in the past so there's that weighing on my mind too. Oh and the fact he simply hasn't mentioned Avion. I also see them causing something of an obstruction to any deal, licensing or otherwise. One thing he was right about in October (obviously got it hopelessly wrong in Sept) is that these thing take time and are complicated. He must have felt a bit of a fool to tell the whole world there will, chuckle chuckle, be a deal, a chunky deal ...or more..by the end of the year only to fail to get anything at all over the line.