Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Well the GRU unit and Spetsnaz are thought to already be in Eastern Ukraine so the only thing that makes me think war is a real possibility is the fact that he may already be past the point of no return and that decision may have been made a long time ago. If anything happens between now and the 24th then the chances of a diplomatic end to this saga look bleak.
Bringing it back to the topic though I'm not sure about Covid/Pharma stocks being hit if war breaks out. Many stocks may well be hit but war surely won't stop treatments being needed for the sick and certainly won't help the breathless become any less breathless. Even if the rest of Europe do get involved then the healthcare setting will in my opinion be one of the last sectors to become affected as it doesn't really care what happens outside of its own four walls until matters are taken out of its hands such as funding.
Axe I'm not sure if this will make a difference but we'd rather you not leave on a note like this. You're a valuable member of the team and we don't need to be losing any of the regulars at this stage after how far we've come.
Good thread, thanks Marik. Don't mind target price discussions in the slightest as after all that's why we're all here.
A question for everyone here though, particularly to the longer term holders. Is anyone here actually planning on holding onto every single one of their shares until we're given the value we deserve or are most people planning on slicing on positive readout and leaving smaller amounts to ride?
I'm feeling that in the event of a positive readout then it'll only be the beginning of the Synairgen story so I'll be holding absolutely everything until we're well into this company's journey - so past the point of readout, EUAs and initial sales. I know everyone's situation is different but just wondering out of curiosity if people are doing the same. I imagine some will be.
Thanks guys.
Useful thread and great replies - BC's in particular. A lot of people are saying £10 is their exit point and each to their own but a positive readout in my opinion would be the beginning of the journey, and considering how the pandemic's playing out governments haven't got time to wait for news vacuums anymore. This is the one we've all been waiting for and the company's goal if data allows it will be to get the drug into as many lungs as possible and to start saving lives.
So personally I think once a positive readout lands and an EUA's processed then pre-orders will be coming in within weeks rather than months. Don't forget that it was let slip that the company was approached by a third party around the time of that webinar asking them to give the public a little more warning with a possible readout. So it's for reasons like this that I think we'll be getting pre-orders/orders from the US as well as whoever this third party was, and that's excluding everybody else who'll want a piece of the only fully comprehensively trialled Covid-19 therapeutic.
So to answer the original question I'm hoping on orders from at least the US, UK and Europe in quick succession over the weeks after readout and by Spring I'm hopeful of a target north of the exit point of many people here. Hopefully I'm not alone in thinking along these lines?
Either way, good luck all.
If results/EUAs go well then that £10 mark could be hit quite quickly and we'll therefore still be in the winter months when that target's reached.
Wouldn't a £15 party be more prudent for the Spring time? :)
Hear what you're saying Ndn but sentiment won't be that volatile, even if the price is. This situation hasn't changed over the past 18 months so I doubt it'll change over the next two or three.
Agree with the others before me in this thread. I suspect we'll have a higher base pre-readout and if we manage to replicate P2 we can probably expect similar rises. If we can do 550% on P2 results then even 300% will get us past £7-8, surely?
Would our results be more valuable to the planet now more than they were a year ago? Probably.
Extrapolating further, would it be safe to assume that we'd be capable of doing closer to 550% now than last year? Probably.
And if we did then why would I stop here when Buzz himself has laid out his EUA and sales plan. £10 is going to be one of the first checkpoints for me, but if it's going to be the last checkpoints for anyone else then each to their own.
Axe, that's a good post. The fact that they've clearly been working on Delta and chose to release information on every variant apart from the one that's globally dominant makes us want to know more about the variant that matters right now. They've played this well by reminding everyone how well the drug does against all the ones before it.
Yeah I think we'll still do well once data's revealed to be efficacious, but my problem after that would be how far can I realistically expect this to go without a takeover quashing any hopes of the higher end numbers of the range are realised
I hope so Rdcm. After being in this for so long I as well as everyone else on here have become strangely protective over the product. The pie in the sky numbers like even half of the £129 would be deserved but I'm just worried that a pharmaco will intervene long before we see those numbers.
Just wondering if anyone else is wondering the same thing
I like how we're talking about SPs above £100 but surely it'll be a case of the company being taken over long before it reaches that point? I'd love to hold until figures like that are reached but why does something tell me that would be far too good to be true.
Replying to this thread as I've no idea what's happening on the other one. I think the question Andy's asked is a relevant one and I'm sure he meant at which point Post-Sprinter people will be selling at.
JV/TO would be an optimal exit point for me but the question at the Sprinter results stage will be how patient would I be after waiting this long. The wait from P2 completion to results was a long one and I'm sure many wavered before that Monday hit and the wait from then to P3 results will have been an even longer one, especially for the people already sitting on profits from last summer.
The checkpoints of EUA and initial orders will hopefully make it a straightforward hold for me up until a JV/TO point. But I'm just as curious as Andy and would like to know whether people will be holding to JV/TO stage and beyond or will the wait for anything beyond that stage be a bit too much for many on here who will have waited an age for that particular milestone as it is.
Forgot to post the link:
https://onlinexperiences.com/scripts/Server.nxp?LASCmd=AI:4;F:QS!10100&ShowUUID=C0FE7993-7569-49A2-AD7D-E1FD98828D2E&LangLocaleID=1033&GroupID=Onyx