Member Info for SpotTheNutters

Oh dear Roger, do try to improve your short term memory.

Only one trading day ago, you were claiming that at IMM, 'the potential upside is both massive and imminent'.

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roger65

Posted in: IMM

Posts: 8,626

RE: Big change on the bid…. 31 Oct 2025 14:30

Yes, but not nearly as much as I used to hold. I almost lost confidence in my own beliefs about the Directors there. Should have stuck with my gut but I’ve got more here than there now.

Less risk here and potential upside is both massive and imminent

Oh, really ? More uninformed nonsense.

35 stocks rose or fell by 10% or more today. Similar number most days.

Adam

More likely, he's trying to cover his rear end for his defence lawyer. 😅

Now denying that 'we can dream of a $ 43 Billion deal for IMM' was totally unrelated.

But hey, the deal was done in September, in your 'balanced opinion.

Trot on !

Here's a previous 'balanced' view, six weeks ago. Deal done $ 43 Billion.

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Onetomany

Posted in: IMM

Posts: 1,602

Price: 15.15

Deal Structure. 14 Sep 2025 13:41

Clearly a buyout is not at all an option as indicated clearly by Tim. Having reviewed some of the deals over the last few years, you would hope that he reconsiders and tries to close a buyout deal. If not then it is critical that he secures a deal that is weighted to upfront cash and less so on milestones and royalties. Whilst the latter may be lucrative over a 5 year period, subject to 100% success, it also has high risk and we are far better with a front loaded deal. He has talked about bog deals with $50-150m up front. Hoping he can even surpass that and we can see a share price in the 30-50p range.

Or we can dare to dream….

Pfizer completed the acquisition of Seagen in December 2023 for approximately $43 billion. The acquisition was a significant move to bolster Pfizer's oncology business by integrating Seagen's antibody-drug conjugate (ADC) technology, a powerful method for delivering cancer-killing agents directly to tumors

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Onetomany

Posted in: IMM

Posts: 1,602

Price: 15.15

Deal timing 14 Sep 2025 19:29

Why did Tim explicitly say, twice, that a deal can happen any time between ‘now’ and end of the year? To express now has to mean that something could be imminent, as in this coming week.

Lord of Folly

I'm not convinced that's how you'd feel after you've paid for a defence lawyer.

Still, it's your risk to take, so crack on.

Growmore

Quite right !

What this little band of ignoramuses are doing, is running the gauntlet.

It's all very well, anyone on here making detrimental claims about someone else on here, both anonymous, but the moment they do it about someone who is known publicly, the situation changes legally.

At the point the publicly known individual becomes minded to address it, and act, those anonymous peddlers of vitriol, would lose their anonymity, when they had to publicly state their name in a weeping climb down of 'I didn't mean it, I apologise'. Of course, that's if they were given the opportunity to apologise and not just have to pay damages, with their name broadcast in the judgement too.

Hilarious.

Professor

You're dealing with a perpetual peddler of lies, a schizophrenic, someone who can't determine which investment to put it's hat on, buying and selling erratically, or someone who struggles with an addiction.

Today, it's 'the price will go down' with no news.

Yet, only two trading day ago, it's rising to 18p even with no news.:

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roger65

Posted in: IMM

RE: Ignore the derampers and hold for deal conclusion

30 Oct 2025 08:50

Lanstead being out in November is also another huge road block removed to the sp

*** rising back to 18p + even without news of a deal imho. ***

Now is the time for me to go all in with my AIM pot. GDR also recovering well recently having nearly been put out of business by its BODs. 100% rise there too imho in the next two or three months.

Billy

Sounds more like Pimpky will have to buy back in.

OSD

Great sermon, but innocently adopting the tactic of the heathens, and wrapping the gospel in the traitors titles, in this case, the book of 'O P, U D', chapter one, verse forty nine.

May the wisdom of Solomon be upon you.

I don't know why anyone could be remotely concerned, because according to the resident 'expert' (ahem!), when in full ramp mode, as the price was ascending in September, the deal is already done and it could be as high as $43 Billion !

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Onetomany

Posted in: IMM

Posts: 1,602

Price: 15.15

Deal Structure. 14 Sep 2025 13:41

Clearly a buyout is not at all an option as indicated clearly by Tim. Having reviewed some of the deals over the last few years, you would hope that he reconsiders and tries to close a buyout deal. If not then it is critical that he secures a deal that is weighted to upfront cash and less so on milestones and royalties. Whilst the latter may be lucrative over a 5 year period, subject to 100% success, it also has high risk and we are far better with a front loaded deal. He has talked about bog deals with $50-150m up front. Hoping he can even surpass that and we can see a share price in the 30-50p range.

Or we can dare to dream….

Pfizer completed the acquisition of Seagen in December 2023 for approximately $43 billion. The acquisition was a significant move to bolster Pfizer's oncology business by integrating Seagen's antibody-drug conjugate (ADC) technology, a powerful method for delivering cancer-killing agents directly to tumors

============

Onetomany

Posted in: IMM

Posts: 1,602

Price: 15.15

Deal timing 14 Sep 2025 19:29

Why did Tim explicitly say, twice, that a deal can happen any time between ‘now’ and end of the year? To express now has to mean that something could be imminent, as in this coming week.

Wong

I think it's just another example of a fictional work by the same prolific writer.

He could could always entitle it, 'The Precarity of Commercial Espionage', and in wishful thinking, continue to do regular checks for plagiarism to protect his copyright.

Hope he can keep laughing as he wends his way to the nearest burns unit, after discovering that nobody wants to go to print.

You'd have to be pretty naive to expect that CNRS would not be financially rewarded, given they are a 'long-standing collaboration partner'.

The clue is in the description of the commercial relationship. Why would they 'collaborate' commercially otherwise ?

Normal practice and nothing untoward at all.

Sorry to read that.

Let us all know how the psychiatric assessment goes.

Thanks for the full explanation. Sorry it was such hard work, haha !

You're right Span, I don't do price 'price by date' predictions, it never works. 😅

Span

'cleared the difference'

Apologies, should have worded it better.

Referring to the 11 Million that you believe they have to sell out of the 25 Million last reported. They've had ample opportunity to clear 11 Million since the 2nd of October, given the 50 Million sold in total by all parties, roughly, since the 2nd October.

Span

That's good info, thanks. In which case, they could have easily cleared the difference given the total number of sells since the 2nd of October.

Growmore

Might be a one off. We'll soon find out either way.

Armchair

The last holding RNS, states roughly 5% as a holding as of the 2nd October, roughly 25 Million Shares.

Since the 2nd October, in total, there have been roughly 50 Million shares sold, which excludes any purchases and which would include retail investors too in the 50 Million figure..

So, every chance they've shifted 25 Million already.

Happy to be corrected by others.

Growmore

Just checked, ii seems to be operating normally.

Reboot on your laptop or Ipad ?

Roger

The trade reported at 10.9999p isn't a Sell, so this will alter your calculation.