Member Info for Skeletor

No news. Just a cheap price as majority of AIM investors want instant casino esque payouts so are selling their shares at a discount to the placing price which was set before the 2 partnerships etc were known.

Just saw live scores advertised on tv in between the Last Leg on channel 4… confused as why advertise to a Uk audience if only in Mexico and Argentina?

Funny how when this share does it's inevitable 15%-20% rise into the mid 9s/early 10s (and it is inevitable and I am not talking abut a news driven event)... All of a sudden everyone will be on here screaming that you should load up "30p here we come" etc when in fact you probably could be top slicing..... Yet on a day like today when I have just been able to buy back my last top slice at 7.69p the board is dead..... Today is the day you should be loading up NOT WHEN IT HAS JUST BOUNCED 20%.... Strange behavior but Its how I make my money and accumulate shares so everyone carry on... Cheers

Am I reading it right that 10% of the company has been traded today! If so then that is a lot of profit taking with no detriment to the SP. fantastic.

Doesn’t anyone in here have a rough view of the % of NCYT’s monthly rev that comes from travel tests?

I don’t get the write down on stock. If the DHSC don’t want it then why didn’t we sell to our other customers. A PCR test is a PCR test.

I don’t mind the placing as not too much discount and for positive reasons. What I mind is that it throws into doubt what I thought I knew about our current cash generation. I would have assumed we could have funded without placing.

Also Vat is still a tax on the poor just like NI is. People on low income spend 100% of earnings so pay 20% on earnings. People on high income spend less than 100% earnings as they save/invest so pay less (as a %). Income tax above a threshold is fair way or a tax on luxury goods, or to be fair inheritance tax over a threshold is also fair.

Alternatively we could leave our nearest a biggest trading bloc to save a notional £15bn and use that to….. uh, hold a minute…..

Swazers - your bullishness on PHE is proving to be correct. I watched your Youtube vid on Friday and a slot of what you said about a few of the stocks made sense but what I don't get is when a chartist continues using the charts on a news driven price action?? Surely your TA didn't predict a link up with Linde (or possible link up) and it is this that is driving the price?

Time of the month. Almost like clockwork this share. Very tradeable (shame about the spread)

Thanks Ghia, Doc. Makes sense

Hi Guys. Interested in why everyone seems so confident in the Activ 2 data? Isn't this another home trial? I would imagine that we may get similar read outs... i.e. Positive recovery with SNG but no dire consequences in the placebo group either? I guess it is possible that having more recruits increases the chances that the placebo group had a couple of negative outcomes (ICU admittance or death).... I also guess that following the home trial assertion that SNG was best at "fire fighting" then we may have increased our criteria to more ill patients for the back end recruitment (although not sure if this was allowed?)

I have very little doubt in our P3 international trial being a success and leading to multiples of todays SP but I am confused why everyone discussed activ 2 on here as if this is the magic moment. I worry more that in much the same way the home trial did that it shows inconclusive results and the SP spends some time going lower (although arguably if you believe like I do that this would be temporary then it just would create an excellent opportunity to buy more).

Don't want to pour cold water on this and I am only on the board this afternoon as I enjoy the excited hype whenever something positive comes out and despite the above I am also surprised we haven't seen the SP rocket to the 170s like we did last time.

Happy for more informed Activ 2 followers to tell me why we should expect something closer to the P2 hospital trial and less like the P2 home trial given Activ 2 is a home trial and we know that SNG seems at its best with very ill (read hospitalised) patients.

I don’t understand how the shares being requested today appear to be being issued at 4.2p a share when I thought the rule was the WAP from the last 5 day’s? I get the ones requested at the end of July were at that price but the average price has been closer to 5.5p so how has this been done?

Well I bought some of them… at a 5p premium…

I don’t understand how they are reporting H1 2021 and FY2021 at the same time? Surely if H1 ended June the 30th then they are not in a position to report FY2021 until January 2022 earliest? Seems like they have added H2 2020 to H1 2021?

Great to have a placing at no discount to yesterday’s close and a 10% premium to the last few days. Real confidence shown. Hopefully the market starts to value us a bit closer to our peers.

I hadn’t actually appreciated thang NAV was calculated using the last raise price. Surely this means there is potentially a huge lag on reported NAV. I guess I can’t offer a better solution without accepting someone arbitrary value which opens it’s own can of worms but I suspect the true NAV is significantly better than the reported on the assumption that if they all raised on 30th June they would have raised at a higher price than previous…

You could have had that price of you had been braver last week.

I think this is a positive that we are still getting funding

Wenglish - the events merged into 1 but you are in general right that first the Call in and 2nd the Gupta receivership brought this crashing. From memory when a rumour got out that we were getting approval the price jumped to 24p. It then drifted to mid teens I think before we got news on Gupta. What we don't know id would it have continued to drift or had it found it's level? If the latter then logic says this should make a swift return back to 15p albeit it will be slowed down by profit taking along the way with gaps filled etc.

Arguably some of the other developments since actually should see us in a better state as we now have the carbon neutral tie up with the positive quote from the Newport MP (all conjecture but helps give confidence that planning will eventually be given). Still I think profit taking will be quite a sustained brake on "True value" so with no news I would be happy to creep into early double figures short term and then get ready for another 2-3 X day when planning gets granted.

Throw in tidal and other potential imminent growth opportunities and it is amazing what a day makes in how I feel about this investment.

Let's hope for no negative news/sentiment over the weekend and then a steady rise all next week.

ATB

A few weeks ago when phase 3 finally got India approval I asked if there were any other countries yet to start and someone was able to reply - I think there were 2 others - 1 of which was Germany and I can't remember the other. I am not sure where the source was for that and apologies if this has been discussed recently but I have been off the board for a week or more but can anyone point me towards where this information is available? I wonder what happens if 19 countries have completed there P3 trial and 1 country hasn't started? Do we really wait for that 1 country to commence or can we decide to report on the 19 countries and gain approval with a smaller sample than we originally set out to achieve?

Thanks in advance