Member Info for Silverfoil13

No sign of Puma’s posts any more

I agree £900 million for ARV (same as the offer for Azure) would be a handy 50p per share .. not impossible 😵‍💫

Well put PCS; it is bizarre that in spite of Dr Parkers acknowledgement of poor communications during our private conversations after the AGM that we have heard diddly squit since; I just hope against all hope that they surprise us with something magical out of the blue one morning!

Fantastic Shareflyer .. good call on RR. Covid was a strange one; we had gone predominantly into cash in December 2019 fearing a rocky time ahead for markets but obviously never imagined the Covid market collapse in March 2020 which provided a fantastic buying opportunity which thankfully we took advantage of!

It’s a tricky one! I’m sitting on ARV, HE1, POW , GST and PRD at the moment all of whom could be on the verge of something spectacular so more rueful than anything over the missed opportunity on RR last year!

10 fold increase on Azure over last 12 months hopefully ARV will do rather better than that .. not being greedy or anything !

Looks like you’ve made 2 great decisions .. investing in RR and holidaying in SA! I’m kicking myself I didn’t invest in RR 2 years ago and still wonder even now with small modular nuclear units in development whether I should invest 😵‍💫😵‍💫! Also holidaying in SA. We fly out tomorrow for a week in Franschoek, a week in Camps Bay and a week Blaubergstrand; we managed to work the magic with BA Avios air miles and are going Business Class return for £1,100 very excited!!!

Sorry don’t understand why ARV should rerate to $80m when Azure is being valued at $1.8 billion. I’m clearly completely missing something here!!

So does this mean with ARV we could be looking at a company potentially worth at least $2 billion (as with Azure)? If so .. blimey!!

Yes I’ve been buying into GST and HE1 over last few weeks and very happy also PRD and today had a great day on ARV. SAR has been woeful recently sadly but at 40p I have found it impossible to resist the urge to top up on SAR these last 2 - 3 days!

Thanks Gunnar hope all is good with you. I wonder if the fact that they raised over £3m in 2021 from HNWI stopped them considering a raise from shareholders? Water under the bridge now?

To be fair to SAR when they were flying in 2021 although they didn’t do an open market raise they did raise over £3 million from HNWIs!!

Up 23% in a month and up 50% in 2 months .. going in the right direction!!

I am not going to make the same mistakes I made in 2010 and 2012 when I should have sold and when I learned my biggest lesson in investing which is to take a profit and don’t be greedy. My breakeven is 60p too and I will sell 1/3 at 1.20, 1/3 at 2.40 and then see what happens!

As HE1 clearly needed the money then the price they got in the money raise was very good and well done for raising whilst the price was on the up. Too many companies I have been invested in have failed to take advantage of price spikes so well done HE1!!

I don’t believe SAR ever received any extra clarification from MHRA who by all accounts are a shambles. I took this up with my MP who then took it up with the Minister of State but after that the correspondence got lost in the mire of gobbledygook that is the Civil Service

I didn’t think MHRA ever gave a reason for not approving the trial. My recollection, possibly wrong, was MHRA wanted more information or clarification but never specified to SAR what exactly they needed.

Thanks Petermac

I agree Horse1; if PRD reached £1.50 that would be massively life enhancing for me and I would be idiotic not to sell at that level. Hopefully I’ve learned my lesson. I did NOT sell RKH when it shot up to £4 and now it languishes at 11p! I DID sell a significant chunk of SAR when it shot up to £4 and it is now down at 40p!

By £1.50 I will have sold 2/3 of my holding in PRD and would be very happy indeed

In August when the funding was announced SAR said

“ The Company intends to use the Facility, if fully drawn, together with the receipt of anticipated tax credits to the amount of £1.6 million, to complete the Phase 1a/b clinical development of the Company's lead candidate SDC-1801, which is expected to be a primary catalyst for driving shareholder value, and for general working capital to Q4 2024”.

So hopefully positive there is enough money left to see us through to the end of phase 1b at which point positive results might just save the day?