Member Info for Silverfoil13

Presume probably out of the question now?
Normally I’d take a similar increase in 2021 to the one in 2020 but I guess that’s probably pessimistic as the potential for this based on the learned wisdom of a number of posters on here means this will probably smash through that early in the New Year!!

So up a full 1p since 10 December .. tasty by any measure. If we can stay above 2p today will be content pending news and a proper rise in due course.

There are very strong and knowledgeable voices on here talking with increasing confidence about the amazing research work SAR are doing and the fantastic potential value. Larger pharma’s must be aware of the potential so it puzzles me that none of them have nipped in to take SAR out at say 5p which would be pocket money to them (but disappointing to many here including me who are hoping for between 8p and 28p). Is SAR still just another AIM punt or is it a whole lot better than that? Either way I’m in for the duration as I have been a believer for over 10 years!

Does any one think there is still hope for RKH or are we just wishing in the wind?
2010 and £4 seems a very long time ago. There is clearly loads of oil done there as we all know but is there still a long term market for it?

My recollection was that the price jump in late October was primarily down to the RNS announcement of funding towards research into COVID19 at a time when there was an almost febrile excitement surrounding small research companies with something possible to offer in the COVID battle; this has all gone off the boil a bit since the vaccine announcements. However SAR has several exciting pipeline products with huge potential irrespective of COVID and thats what why I've been here for 10 years. I'm certainly not short on this one!!

I was into each of RKH, DESIRE and FOGL in 2010 which was an incredible year in that area. RKH spiked to £4 in September on the oil discovery at Sea Lion, then DESIRE spiked in December 2010 on their oil discovery which sadly turned to water within 7 days. FOGL gobbled up Desire in 2013 then RKH gobbled up FOGL in 2015. Now RKH is 6p and my investment languishes hoping for a miracle !! The point here is the key is to have a clear exit strategy with SAR and not to be greedy. I wish I had part sold RKH on the spike. For me with SAR I plan to sell a percentage of SAR at 4p to get my money back, some more at 8p to buy some security, more at the much vaunted 28p for some fun money and hold the rest for the dream of maybe a £1 and the Aston Martin!! I believe the spike to 3p recently was out of context because it didn't reflect the real underlying stories that SAR is working on so the 3p was a bit of a one off but did help raise SARs profile. I met up with an old chum last Xmas from our days as trainee accountants at Andersens in London in the 70s. His investment policy had been to go all in and buy big on a stock market crash so early 80's, 87, 99/00 and 07/08 (and no doubt March 20!!) and then sell out completely at a new historical high. He had a clear policy for getting in and getting out and thats the key. He seemed to have done pretty well

I am hoping the educated posters on this board have got things right. I am generally a cautious investor but always keep 5% in high risk stuff. Around 2010 I picked up on 2 opportunities the Falklands Oil exploration and Sareum cancer research. I thought if either came off then this would turbo boost my pension for a comfortable retirement . Falklands looked great for a while they discovered oil with huge potential to be the next North Sea but the price of oil has killed it not stone dead but far less likely to rocket upwards now. SAR is the same huge potential but until the deals are done or a takeover transpires it is just that. That is AIM of course high risk but if one comes off then wow!!

Selwyn Gummer famously scoffed a beef burger at the start of the BSE crisis which was showing a modicum of leadership but then he totally undid the show by making his 4 year old daughter eat one too. I insisted on eating steak tartare during the BSE crisis because I never bought into the CJD link. Seem to remember Prof Ferguson of early COVID fame may have been involved with dire predictions on that one too - see The Spectator article 16 April 2020!!

I think we should really spoil him with a Chateau Petrus .. probably a 2009 because that’s when I bought my first SAR shares at around 0.46p! Thoths 28p would indeed be a spectacular vintage!

Crikey RMM can understand your concern against that background. I was discussing the pitfalls of using treatments that aren’t fully tested with some of our children at the weekend and I talked about thalidomide with them; of course they found the whole episode horrendous. Never been keen to follow the herd on anything and have no trouble expressing a contrarian view when it’s needed and with these new vaccines I think it is wise to be cautious. It’s over 30 years since AIDS first arrived on the scene and there is still no vaccine for that so I am keener to see treatments that reduce the harmful effects of COVID rather than the miracle vaccine and hopefully SAR have something in their portfolio that might contribute. Certainly be life changing for me if one of their products came in as hoped for.

I sense RMM may share my cynicism about Prof Sahin’s and others’ claims re vaccines. I struggle to see how they can be so sure of their vaccines when there has been so little time to check their efficacy and any potential side effects. People are so desperate for a vaccine I think it is dangerous territory. Far easier to self isolate if you are vulnerable.

Was a bit concerned listening to Prof Sahin this morning on Andrew Marr. He seemed to lose his way towards the end becoming more cautious moving from 90% to possibly 50% then questioning whether the vaccine would work so well on older people (the real target group) and then questioning how long the vaccine would give immunity and finally saying it could take up to 2 years to evaluate side effects. Any progress must be good news but worried about people getting too excited too soon and certainly asking how he celebrated was premature. He said with a cup of tea .. about right at this stage!!

Interesting strategy and uncannily similar to my planning over the weekend. Plan to sell 20% at 5p to cover my original investment thereafter it’s a free ride. 20% more to go at 8p one of the original LTH target prices, 20% at 18p, 20% at 28p in recognition of Thoths often quoted target the 10% at 50p and the last 10% at a quid. Frankly anything above 8p is spectacular given where this was a year ago!!

Sorry “rise ” not “tise” in price .. fat fingers small phone!!

We all know the pipeline of products that SAR have and that milestone payments may be imminent and similarly a COVID grant but what has sparked the sudden explosion in price? It is up nearly 10x from its low less than a year ago!

I see another larger buy just popped up from Monday approx 1% of SAR share capital.

Well .. set alongside Aber’s Tesla and Toth’s boat if this come in at 8p I would treat myself and wife to a week at the glorious Villa Cimbrone in Ravello (we have only afforded lunch there to date!!) and if we can reach Nirvana at 28p then we can go from there to the magnificent Hotel du Paris in Monte Carlo for the second week (again just done dinner there up to now but wow spectacular when the restaurant roof opens to reveal the stars at night!). Any other ideas?!! You have to dream otherwise what’s the point !!

300 million would give us 9p per share approximately but 800 million would give us 24p per share. Neither result would be shabby and very much in the 8p to 28p range often mooted on here. The good thing about a takeover is that if it’s for cash then that it would give everyone a clean exit without having to vex over when to sell and the ability or lack of ability of brokers to sell the shares. Out of interest I did 2 smallish purchases today via Halifax online share dealing and both went straight through sweet as a nugget!

As so often happens some large purchases in the 2-3 days before a good news RNS. Clearly these buyers must have been in possession of information in advance. It can’t be difficult to identify who these big buyers were and investigate why they bought and the possibility that there was some insider trading? Does this ever get investigated?

Sareum appear to have been quite lucky here .. to be able to raise cash at .06p a share when the price just 10 weeks ago was only .025 is quite something.