The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Dragon,
I presume you are wanting to buy?
If you want to buy, I assume you believe in the potential here and are hoping for an exit price of 36p, 50p or even a pound?
In which case buy at 11p and wait for the gap (from 10) to close.
The (perceived) large spread will doubtless continue so tomorrow 11/12, in a the future 20/21.
I say perceived as you probably won't have to pay 11p. If you do, change your broker.
Balerno2, TF,
I agree with your views. I don't know whether there will be anything new or not at the Tuesday presentation. I don't think we should expect any and I don't think we should be surprised if there isn't.
What we do know is that there is going to be a LOT of money required to get either SCIB1 or MODI1 through trials and to market. That money will either come from:
A buy out by a big pharma. They will want to pay "fair value" currently 36p. They may have to pay a premium to that - who knows?
OR
Fund raises. This will involve further dilution. The extent of the dilution possibly being mitigated by cash generated from Avidimab and Glycans. Again, who knows?
So either way, there is no harm in raising your profile and putting yourself in the shop window so to speak. The existing news and data is compelling enough isn't it?
AIMO
Well first and foremost you have to feel for any patients for whom this treatment is not working. For many this will be their last chance saloon.
As far as Scancell goes, there maybe a danger of immuno-oncology treatments all being tarred with the same brush. I suppose it could go the other way funds being pulled from car t need somewhere to go.
So if you combine this latest revelation with previous analysis we can predict with a fair degree of certainty that the bombshell news we have all been waiting for the past decade (or more) will land on a Tuesday in October!
Full analysis in case anyone is interested :)
January 26 7.4%
February 26 7.4%
March 26 7.4%
April 29 8.2%
May 20 5.7%
June 28 7.9%
July 27 7.6%
August 32 9.1%
September 37 10.5%
October 46 13.0%
November 25 7.1%
December 31 8.8%
Well it would appear, statistically, that it is "dry" January in terms of news with 7.4% of the annual total being issued this month. No worse than February, March, July and November but better than the driest month which is May at only 5.7%
The news glut appears to be October coming in at 13% *
* figures taken from all Scancell RNS from 2010 to 2021. I haven't got round to doing 2022-2023 yet but I imagine they won't alter the figures significantly.
C7,
Good to have you back posting, feels like old times again with an SP to match!
Sorry to hear of your health issues and wish you all the best in terms of treatment, improvement or at least coping.
Violin commented on the journey we’ve been on. It has been a bit of a rollercoaster hasn’t it?
That got me thinking that shareholders here are like the people on a rollercoaster:
Some just won’t get on under any circumstances.
Some do it once and say “never again”
Some jump on and off having a different experience each time.
But others like it so much they never get off and just go round and round continually.
Ironically, waiting til you get to the top and then jumping off whilst tempting is not recommended!
ATB
I think the reality is that current holders will read every RNS thoroughly regardless of the title.
Similarly, those not invested won't read an RNS regardless of the title.
It is after all a legal regulation being fulfilled not a marketing campaign.
Sorry Cleanerworld,
It was indeed dragon who said move on. I was responding to C11's endorsement of that comment not you.
As I said to TF earlier, I do seem to be confused at the moment.
Once again, apologies.
Cleanerworld,
"I wouldn’t say it’s unreasonable, to suggest someone moves on, when they state they believe they’re invested in a “jam tomorrow” company."
Sorry, it is extremely impolite to tell someone to "move on" simply because you disagree with their view. If your confidence is so low as to be so sensitive to negativity, I suggest you filter everyone except fellow happy clappers.
Telling someone to sell is also wrong. Anyone is free to buy, hold, sell as they see fit and everyone is entitled to an opinion.
Many peoples expectations were not met. The delayed AGM and final accounts WERE a fiasco - orchestrated by the auditors. I accept that there are others who have no expectations who think everything is hunky dory.
But please, don't tell people to sell just because they have a different view to your own. An individual's investment decision is based on far more important factors than that.