Member Info for Scoobydoo321

Autumn 2020 placement at 60p.
Current SP 89p
SP Uplift due to Approval - short of 50%
For Chronocort being approved - for such a massive game changer - the current % uplift is pittance.

For those PIs expecting / or willing for the SP to fall to 80p - market dictates but I think they may be disappointed.

DNL has so many catalysts. Perhaps I have missed a few more which other more dedicated PIs to DNL are aware of

1. All brokers forecast are SIGNIFICANTLY upwards from current SP levels

2. Further good news to come from UK authorities / Ditest

3. IMO, many of the short term traders have cashed out their chips and moved on. Majority here are LTH or view this as a LT investment.

4. For LTH - this stock must have been very very painful to hold. Now that there is a bright light at the end of the tunnel, something tells me that they will not be selling out anytime soon.

5. The current uplift for those holders who took the risk (if Chronocort had not been approved, SP may have probably collapsed to 10p) , IMO, think the SP rise is peanuts. If the SP falls to 80p - for holders from 60p, that translates to a circa 30% rise = totally awful risk : reward ratio.

6. FDA approval for Chronocort is massively derisked.

7. At 89-90p the sea of blue shows very strong levels of buying and why not, this investment is massively derisked from hereon - absolute no brainer. At current levels, would not be surprised at all if further institutions pump in money.

Sentiment comes and goes -
this stock does not have the frenziness as something like SAGA possesses.
Once it gets its mojo back - it should be a steady riser.
When does it get its mojo back?
When international travel is back on the cards.
When is that?
When they sort out the mess in Europe - that's for a start (despite AVAP's clients not being euro-centric)

I reckon MXCT is being bombarded left right and centre by smaller companies wanting MXCT to sell / use their tech to top pharmas. The CEO alluded to the strong partnerships with the top pharma companies. Given MXCT's super strong trusted position, going on an acquisition spree at very reasonable costs for acquirees providing cutting edge tech can only be earnings accretive.

@Silentnight - based on last year - should be sometime in late part of April

@thompsontwin - date of Nasdaq listing was not disclosed. I would expect the SP to go bonkers with a listing in contrast to DDDD's recent listing which was a bit flat.

I think the fall has also got to do with IG - i.e. to fund the accounts of spreadbetters failing which they will close the account by end of March - there was a big sell off at the start of the month and coming towards the end of this month, the latecomers are selling off as well. It's a sea of red everywhere particularly with small caps.

I think it is the IG thing going on again - i.e. at the end of this month - IG requiring funds -
it's literally across all the small cap board - sea of red - sellers

Ok got caught in the short and curlies here. Not much to do besides wait for a change of sentiment once after interntional travel recommences.
Pre-Vaccine day (Nov 9th) bottom was around 90p. Surely it is not going to there (Ezj was something like 540p then - today Ezj is 940p). So I reckon this is the nearing the trough.
Hunker down and and wait for resumption of travel.

Another point - AVAP's airlines - from recall (so I may be wrong) only a small portion of their planes are European-centric. The others are rest of the world where overseas travel may not be so restricted. Just coz we can not take hols in Europe it doesnt mean to say that the RoW have to follow suit. So overall, the extreme negative sentiment is overdone I'd say for AVAP.

also, today CCL, SAGA, EZJ, IAG, JET2 - all travel stocks - rallying despite Euro restrictions. All except AVAP - yes we get shafted!

Basically, Eqls is seens by alot of PIs as a "travel" forex co (via their currency card Fairfx)
So given overseas travel may not be on the cards, sentiment has turned negative.
Hence SP fall.
Stupid really, coz they are NOT a travel forex co. but have re-engineered themselves to be B2B driven and this is where their primary revenue is and will be derived from.

The sellers are indeed very very frustrating.
Otherwise SP would be north of 80p by now.
Drip drip drip............

Does anyone know who the seller is - who is holding up SPSY? Cheers

How much did Ilika make in 2020 - Rev £2.6mn , MV £277mn.
How much is Quantumscape, Nasdaq? MV - $ billions

Per https://amtepower.com/wp-content/uploads/2021/03/AMTE-Power-plc-Admission-Document.pdf
i.e Page 50 - The financials are clearly stated.

https://www.londonstockexchange.com/news-article/AMTE/admission-and-first-day-of-dealings/14897479?showDisclaimer=true&lang=en
prior to the Placing, it had secured an aggregate of approximately £9.1 million of equity finance, been directly awarded approximately £5.8 million of public sector grants and has generated commercial income to date of approximately £2.5 million.

Therefore, what was the surprise?

A little patience is required.
We are in the same boat as TRX, CRW.
Given Covid + primary market in USA - will take time for hospitals to adapt + adopt.

Does anyone know how many shares Mike Struthers is holding. Cheers

Given how difficult 2020 was, I think they performed extremely well.

Not sure if this has been posted
https://www.thearmchairtrader.com/open-orphan-shares-pick-isa-allowance/

Ricardo2019 - Yes I believe, Liberum are the house broker.

@Jite - if you like undervalued stocks with a seller that is holding the SP rise
ORPH (Invesco holding things up) and THS (I believe Fidelity) sound as if they are your cup of tea possibly.
Including CAPD, all 3 I hold.
Once sellers sell out, to the moon. U may want to take a look and research if u r not familiar with them already.

Does anyone know the grade of gold found by CGO?