Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Dr . Zed, i had to wait a while but i did eventually get another 43k (various trades) . That's my lot now . I've done the placement, the wrap (to death) and bought every week until /if there is a placement again.
I'm bowing out now until the autumn - nothing i can add of use. Its wait and see time.
Good luck all. Thanks to all who have added knowledge to the board here.
Potnak, I believe there were several reasons to patent 02 in imm and it could turn out to be a very clever move. Credit is due.
As you say, one would take both more than not . It’s a serious option that a co would feel sensible to consider.
Amazing research and a very big thank you. Add this drug (737) to 1801 and it goes some way to show Sareum have assets that can really make a difference to people’s lives. Let alone the company. Well done indeed.
I agree with you Leggster . They know the value and so do pharma. It’s not as if they are the only company on aim undervalued. The time for a decent deal is after p2… but they can line up interested parties beforehand. We need efficacy.
Lesson learnt- read the chairman’s comments ! Grossly under valued , even more than I thought and we all know ( sub results) .
Thank you . Much appreciated.
I see that some have suggested , that they may move to 2a without 1b. I've not seen anything anywhere where they have put that in writing and having listened/seen all the agm’s etc, I can’t say I’ve heard it. If anybody can just point me in the correct direction, I’d appreciate it greatly. Thank you.
Approx half of Billy’s . Been buying every week for months. Hope to substantially increase subj. a price I’m comfortable with and news/ plan of action.
Ps. This did hit 10p … there was one purchase , albeit small . I took a pic but can’t find it atm. Backwards from there.
Pps. My previous post.. i meant hundreds of millions.
I’m waiting for the USA patent and phase2 , then see where we are. My target is only €4 now as a minimum.
GL All.
Sog, How would you place a value on a Tyk2 Jak1 inhibitor commencing phase2 clinical trials?
What an exciting prospect!!
In answer …possibly hundreds … take your pick
A step forward and hopefully a good sign that USA will follow.
Despite where we are, the board needs our support to get past this period.
Happy to throw 150k in with others throwing in too . More if they’re stable
And for us who are averaging down and want more anyway, its an opportunity to do so. There's a few of us who have been buying , every week in my case and i want tons more at this price. 15k today helps.
This doesn’t help I know … but I look after a well known int wealthy client who has been hit 3 times in 2 properties… just saying.
Contradictory question.
its either a licence agreement (the SP reacts accordingly to initial payment and potential payment and fluctuates as normal over time) or a buy out at a set price - end of .
And more broadly on TYK2/JAK1 inhibitors… error?( question to myself) I had noticed it on an earlier rns too. I’ve just stored it at the back of my mind.
HNY
Thursday?
No. I’m in Cornwall .
I know that a no. of large sells were not RF on a no. of days . Someone sold for personal reasons.
Who knows how many they have but I couldn’t see 2m or thereabouts going out the door. My assumption ( no firm knowledge) is they are waiting for an uplift, which is a risk unless they are aware what’s coming. Could be wrong. Not sure commercially they would be that brave. Especially with the new shares.
I’m like everyone else, trying to make 2+2 = 4.
Thank you… that’s very kind and helpful.
As regards the shares, I can’t say it’s been easy and painless. My professional team email me regularly to explain my exposure is real . I’ve had to make sure my other investments are ftse100 !
My SAR and Thoth number plate is safely in storage. Let’s hope I’m happy enough to use it!
Atb
Looks like a big buy is in the background. I could sell 50k at 63p.
We need the patents on 1801 for Europe and the USA. ( atm, unaware when they were requested) That could/would be holding up any decision as well as the data. Considering there are others with similar molecules , it’s crucial I’d say.
Ps . I don’t think RF have sold the majority of their shares . Thats a positive!
Still hold 300k shares … it is a boom/bust scenario but happy with the 2 directors.
Good luck everyone! … not just lths