Member Info for RuckRover

It's a shame you seem to be bored by your own posts!

Here is what I put: (Exactly as written)

Question is, how low can it go? For me, already past the point of selling. It either a recovery or a write off.

Note the words "FOR ME". Just being truthful. FOR ME (personally) it has dropped too low for me to sell. So FOR ME it is a case of waiting for a) it to recover (which I sincerely hope it will) or b) become worthless (which I sincerely hope it WON'T)

And before you start bleating about the latter not being possible, it IS. And, not necessarily because the medicine/treatment fails but for commercial/financial reasons. You really need to wake up to the possibilities (and, dare I say {quietly} RISKS!!!

ATB

Morning TF,
While you are checking out the word “original” you may want to check:
The difference between “conclusion” and “question”
The difference between “negative” and “realistic”

Or....
News that the FDA issue has been resolved and trials WILL start as planned.

TF, the clue is in the word “original”. I spent many years purchasing OE car parts. The term is somewhat ambiguous these days. You are the one that bought OE into the discussion so I guess only you know what you meant in the context of Trigrid/ Trigrid 2.0. Will there be a Trigrid 2.1? Does it really matter? Personally I think not. What does matter is that we are currently sitting on an sp below 8p. Who of us could have imagined that at any point in the last 6 years?

Question is, how low can it go? For me, already past the point of selling. It either a recovery or a write off.
AIMO, ATB

TF, wouldn't the trigrid 1 manufactured by Ichor be "OE"?

Might not be OE?????
Do think they have managed to get a pirate Chinese import?

Knowlesi, agree, a deal like this would be welcome I'm sure.
Rather disappointing that even with news of such large sums, AVACTA is only valued (currently) at £27M.

NEVER say never is what I say.

Ivy, no doesn’t matter to them or to us. If SCIB and/or MODI work, the share price will go up, if not it’s worthless. MMS are irrelevant.

So what’s wrong with using the phone, email or text ?

Just 1 would be nice!

Inan,

>however on Scancell and brexit i appear to be able to discuss to level most cannot ..<

You are completely deluded! The reason no-one is discussing it is because this is NOT the place for it.
The reason you ARE discussing it here is because you will go unchallenged by those with a bit of respect for the BB and users. If you discussed it on a Brexit forum I'm sure you would be torn apart.

da, I think I have worked out the formula.
Every time Inan talks about Brexit -1%
Everyt time Inan talks BS about Brexit -2%

Tommy,

>she has not added to her position since 2014 it would be a good signal to see her topping up on market.<

Why on earth should she? She has enough shares to make her a very rich lady if it all comes good. Why should she put a few bob in to give her a couple of quid more?

I have always felt she is more interested in curing cancer than making money. If that is the case, good on her I say!

Crumbs, no it’s not proven yet. If it was why isn’t it being prescribed now?

The other point raised in the report was the need for a cash raise in the next 12 to 24 months. They also confirmed what I have said the past few years in that they should have raised much more money sooner. I have always thought they should have raised £30M at 8p last fund raise. Probably would have got it as it was oversubscribed. Can’t imagine we would be at 8p now with £30m in the bank and all the trials funded.

Moljen, have to agree with you there I’m afraid.
Surely SCLP must/should have some influence over what gets written about them. The financial aspects of the report not the thing you want to see when trying to attract Chinese investment.

The summary on the clinical aspects in the report I thought was good. A bit of a pasting for the amateur investor who doesn’t appreciate the risks, ouch!

Personally, I get frustrated with the incessant banging on about “amazing science”. Well it’s not - yet. Once it is PROVEN in trials AND gets to market, it cannot be described as amazing any more than any of the other thousands of novel therapies being developed.
AIMO DYOR.

Crumbs,

They are supposed to have ignored current value and worked out a figure based on projected revenue (discounted for risk)

The figures they have come up with are rather disquieting. For SCIB1 worth 4.8p per share, launch in 2024. So we have to wait until 2024 before the share is worth 4.8p! Makes 8p sound overpriced.

Not really what you want to hear as an investor. I note they have put a 20% chance of success on SCIB1. So does this mean in reality it will be 0p if it fails but if it succeeds SCIB1 will be worth 24p a share?

C7, Inan,
Thanks for the responses. I agree with Inan, it is pretty meaningless. I suppose at 8p this could be classed as an "attractive" investment opportunity. As we have no cash flow, the discount is nothing.

How did Panmure get 69p?

>We value the company, using a risk-adjusted DCF model, at £82.0m, or 21.1p a share.<

Right now, in the future??????