The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Very interesting ten-bagger. They are clearly available.....
Without doing any research myself, that, on the face of it, sounds the right sort of contender ten-bagger.
I've been thinking more about the prospect of bundling Imutex with PrEPBiopharm and the immune modulator into a new NASDAQ public company. I'm sure from what CF has said we may get a nice £150m to share out if we sold Imutex, but something tells me this little bundle could be very, very attractive if properly marketed - and maybe CF's the man for the job.
So I sold everything else last week and I too topped up in the 13's and 14's. Hopefully a wise move. Slightly frustrating to see the price drop so much since, but that's shares for you.
of 3 - another 2 contracts with top 5 pharma companies due to complete this month, according to CF. And no Wessex, they won't be with hVIVO and Open Orphan (plum).
Wessexvoice, another feckin eejit like moniman.
Maybe you'll be kind enough to explain exactly what your accusation amounts to moniman, with some evidence, rather than just posting that you accept my apology for some misdemeanour that I'm apparently guilty of. I won't hold my breath.
I have no idea what you are on about moniman, as per usual.
Haha deepjoy. Maybe, maybe not. I think Cathal may be fed up with me asking questions!
As said on all my presentations recently, we've four parts of the business and any one of them is transformational i.e. antibody testing; the testing of the bulk of all the Covid-19 leading vaccines around the world using our Covid-19 challenge study model; spinning off Imutex, of which we have a 49% stake.
Forgetting about all the Covid-19 matter we've now built and restructured a really successful challenge study business out of hVIVO and we've announced three large studies earlier in the past couple of months between €3m or €4m each. All of which will be paid for and delivered this year and we’ve made it clear to the market we’ve made a good number more such orders under negotiations and as and when we complete those orders we'll announce them.
12.25 from memory.
Soggy - that's my thinking in a nutshell.
Furthermore, if it had been a simple transfer with no selling the sp would not have dropped 25% as it has.
Sogamla, my take appears to be different to everyone else, so I could be wrong, but I believe Acacia took control of Link's entire ORPH shareholding and mm's sold it on the open market, showing one sell as £3m, and due to show another £1.5m in due course. I believe it has all cleared being bought up by PI's who will have paid more than another II would have in such a short time frame.
Indeed Bazza. Quite a nice feeling now the uncertainty is cleared, and what we'd thought was the case has been confirmed. UP TOMORROW.
Bazza, there won't be another TR-1 from Acacia because the last said they'd gone below 3% (unless they buy back). They will surely be completely out by now imo.
Padrock, they sold to us, the PI's (or those with cash - not me sadly), in little portions.
Sportstrader, exactly right in my opinion.
I'm not picking on you deepjoy, please accept my apology, but there isn't enough of a change in share price to warrant a clarification RNS from the company. No doubt CF will let us know what the position is in his own way when he can.
Deepjoy, TR-1's are rarely posted on time, if at all. Nobody enforces it.
Gizzard, I very much doubt CF is allowed to buy more shares at the moment with so much going on. It must be a close period.