George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
To ensure that Merck get a bargain all they need to do is ensure that Duncan and Alex are happy with their personal options, salaries etc. Duncan has just stated in the podcast how much he respects and loves working with Merck so that isn’t going to be an issue. Let’s be honest, if we were in the same position we would look after ourselves. Most of the shareholders will probably have to go along with any buyout over 1.10. My guess is that they will pitch around £1.50.
It looks very much to me that Merck are playing a part in controlling the share price. I personally don’t believe that there is anyone else shorting this at the moment because if that was the case the bb would be infested with derampers.
I’m almost certain that we are going to receive an RNS in the very near future regarding a takeover. Duncan was too relaxed during that podcast. Something is going on the background.
SL
Can someone please post the link again of the podcast for anyone who might of missed it.
Don’t worry you won’t be too depressed for much longer.
Watch the podcast and that will help with your depression
Oops :))
It extending to 3000 patients is no surprise really. I would imagine that a lot of oncologists are getting to hear about this now and the unfortunate patients at this stage of cancer would be desperate for a chance to extend their lives by 2 years. 4 out of 10 respondents is pretty amazing really. I only wish I had spare funds to buy more.
Exactly my thoughts JackRussell. Throughout the whole interview Duncan came across very confident and relaxed. Didn’t sound like someone that was concerned about the future. He obviously has something up his sleeve. Either he knows that a payment is coming or a buyout.
It was also good to understand more about him. He’s definitely a very shroud business man, an all rounder and a winner. I like backing winners. I’m so confident that we are all going to do very well here.
I have just finished listening to the Podcast and strongly recommend that anyone invested, or thinking about investing in 4d should take the time to listen to the whole interview. In fact I would also suggest that anyone stupid enough to be shorting 4d at the moment should do the same. Absolutely fantastic podcast, I think I have understood more about the science and the business in that 50 minutes than anything else that I have read over the past year or so. It is very clear that Duncan has a very strong relationship with Merck. I liked his comment” These guys wouldn’t work with us if we were playing at it and we’re not. It sort of validates the thesis and believe that we have”. After listening to this I am even more convinced that a takeover is highly likely.
I also didn’t realise until just now how much of an asset their manufacturing and distribution plant in northern Spain is. These guys know exactly what they are doing. Take time out and listen to the whole podcast and you will stop listening to these derampers on here who’s mission is to convince you to sell to support their short.
Only a matter of time before this erupts.
The market cap is currently under £27m however on the eve of the re list there was a broker note out giving DG Innovate a valuation of £160m. Now that’s nearly 6 times the current market and that’s with out any news. On top of this, the acquisition was done at .6p and during the suspension period £4.5m was privately raised at .5p
So realistically before any news the SP should be a minimum of .6p. The reason that we have this disparity is because many the long term existing Path Investments shareholders have sold their shares, probably because of fatigue and I guess that a profit is a profit.
At the moment there seems to be very few investors are aware of the potential that we have here. The moment a contract is announced the share price will far exceed the brokers note.
Great RNS this morning. What more hints do we need have telling us that a big contract is coming with a major bus and truck company. Imo this company has the most potential on AIM and therefore has now become over 70% of my portfolio.
Sang Only a few weeks ago you told everyone to buy as many shares in 4d as possible to FIGHT CANCER. I cannot believe that you have the front to still be lurking around.
You are the lowest of the low. Have some pride and FO
What makes you say that ?
I’m guessing that they are all too busy sorting out their new salaries, bonuses and options with Merck. If I was them I would definitely do a deal right now. Overnight that would be in a good financial position with a chance to make a lot of money with no risk.
Something definitely happening here.
@ Masterbates. Just hurry up and close your short before you get your bum smacked.
It does seem to be unusually quiet at the moment You would imagining that the guys out there with short positions must be feeling a little nervous right now.
I believe that it was always in the game plan for Duncan and co to do a deal with Merck. I’ll say it again. A deal right now makes total sense for all parties.
I can almost feel it in my water
@ Soundsrisky I have been thinking lately the same thing. What is strange is that the offer that I was thinking could get through was exactly the same as yours. £1.50. Definitely the majority of the current investor base would more than likely vote in favour and if the management contracts were attractive enough I’m sure that they would be prepared to do a deal. It would take all the stress away for them and the company would then be in a position to fulfil all its potential and their dreams.
Shall we vote on that ?
Regarding my earlier post today re karma. Yes, it was very harsh and probably shouldn’t have been said. It was done out of total frustration and anger at Sang. He has been so ridiculously transparent. One minute telling everyone to buy more to HELP FIGHT CANCER because he was in. And two weeks later a total reversal with an onslaught of deramping post because he’s out. Yes it was done in anger.
Sorry if I have upset anyone