Member Info for Rokerpark68

Good to see a sensibly structured option package for Dr. Adams. 500,000 vested when certain clinical milestones are met and the remaining 3,000,000 vesting in four equal annual amounts to keep him interested. All at a strike price at today's share price of 149p.

if Tiziana gets taken over then all the options will probably vest immediately - but that will likely mean we have all made large gains at that point.

Good alignment for a key recruit.

I think the big picture is looking very good for Tiziana.

The company has the three key ingredients for success in my mind. First the science/pipeline looks increasingly strong. Second the management team is proven and motivated and has been strengthened again today with the recruitment of another high calibre individual. Third the board has ensured funding is in place for the next few years.

This business has made astonishing progress over the last 12 months.

It will be interesting to see if Simon Thompson at the IC updates his recent comments on Sigmaroc for this RNS. His current T/P is 80p.

I did add to my holding this morning at 70p, a much higher price than my original investment but there is some real momentum building at this company.

The numbers are good and the market is there. I am a very happy shareholder.

Indeed - management completely on top of things. Outstanding.

Another excellent RNS this morning.

I’ll be adding today - still can’t find fault with this stock at the moment.

Although I have said before that TILS could and should do better in keeping to timelines, I have stopped getting worked-up about this issue.

KS and HW have both made public statements that have led the market to believe that the Brazil results will be very positive. I'm sure the RNS confirming this will appear shortly, and then we will see what the market makes of it.

No problem - enjoyed drafting the post.

Greend100,

Try the walnuts on Yockenthwaite porridge - very finely rolled oats prepared at a farm up in the Dales. You can buy online.

To be clear, I have no financial interest in the Yockenthwaite foods business.

Sorry I meant to click Strong Buy as usual on the last post.

Hi again.

I would add that Howard Weiner was also publicly very bullish about Brazil the other week referring to strong "anecdotal" feedback on the trial. Weiner doesn't strike me as a rash individual, so I would guess that what we are seeing is an approved comms strategy for Brazil based on very high confidence levels.

Thank you. Very glad you find them useful.
ATB

Hi Greend100

Likewise - hope all's well with you too. Good to hear from you. Here's my response.

Just finished watching the whole thing.

Having run two listed companies myself, I can tell you that a lot of time was spent thinking about what I could and couldn't say publicly at any given point in time. Above all, I knew the ultimate sin was to over-promise publicly and then under-deliver. Total loss of credibility would ensue, followed by angry phone calls/communications from aggrieved professional shareholders. It's obviously even riskier dropping this particular ball if you have US investors, who of course love to litigate.

Personally I wouldn't ever have said some of the things Kunwar said (or their equivalent for what I was running). I wouldn't take the risk. He is a smart guy and should have been well-briefed by his advisers, so I therefore take his tone and comments to be very bullish.

By the way, I spend most mornings reading RNS announcements at 7am, usually just after I've made porridge for me and my wife to have in bed. She likes blueberries on hers, whereas I'm a walnut and raspberries man. Anyway, I like reading them so closely because I can recognise a lot of the "code" we used to use in our own announcements to try and convey things we wanted to get over without exposing ourselves to criticism for being overtly over-optimistic. Good advisers really know how to get the messaging right - it's a real art. I used to like helping to draft RNS wording alongside advisers - it was really interesting trying to use language in this way.

So to re-iterate, even allowing for Kunwar's natural enthusiasm, IMHO this was a very bullish 27 minutes.

Cheers

At 17 minutes the sunlight comes through the window above Kunwar's head. It's quite a moving and almost supernatural moment.

I have to say, Kunwar's comments on the Brazil trial are hugely positive. He just can't say this stuff publicly unless his confidence level with the Brazil results is very very high.

Thanks for posting this link.

Kunwar's shirt is just phenomenal.

Hi guygad
You raise a good question about potential dilution. When I have a chance I will check out in detail.
Thanks

Unfortunately not !

Likewise

Of course - who else would it ever be!?