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Sundayroast
Posted in: NFX
Posts: 3,127
Broker notes value this at nearly 50x current MC. And this is only based on NXP002. Never mind all the rest of the drugs in the pipeline. Potentially insane money to be made here Our DCF valuation of NFX includes only NXP002 at this stage. Using a 13% WACC gives a risk adjusted valuation of Β£52.8m
Fantastic strong finish to the day. Bodes very well for tomorrow
There is always an 'IF' when you're investing in the AIM. But NFX have been very busy the last few years. Their pipeline drugs are targeting unmet medical needs in fibrosis and oncology worth Β£billions The MC is tiny so there is a huge upside here
Just read the last RNS. The Company is also pleased to confirm that discussions with potential partners to secure an out-licence or option agreement for NXP002 continue to proceed with a number of parties. If they announce a partnership deal then this could 10 bag. The MC is only Β£1mil
Ticking up nicely here
Posted in: ECR
In for the long run myself here. Quietly re-rating over the new few months as they start going into production. Could see a big spike when the sale of the non core asset is announced.
I've also bought more today. Not many shares on the AIM with such a low MC and no risk of dilution. Sit back and enjoy the ride on this one. Hardly any risk, huge rewards.
Posted in: TRP
Wish I had more funds to buy the dip. But happy to hold. This one's not a trade for me. Holding until year end
Posted in: GBP.L
They have been waiting on a farm out deal before the dawn of time π TRP is a much safer bet
Posted in: QED
Placing at 3p, whatever spin is put on it, a substantial reduction of today's price. I wouldn't say great news
It's not a dilution to raise funds, just an exercise of warrants by directors. No concern.
I'm adding where I can to my ISA and leaving to the end of the year for huge gains
Primed for lift off?
Posted in: ORCP
Think there has been a lot of accumulation at these levels. I can see a BIG surge coming very soon. It's dropped substantially from the highs. It's due to bounce
It is indeed blue. From a chart point of view this is due a substantial rally.
Posted in: SVNS
Yeah starting to tick up. I honestly cant believe the SP
Bought another Β£3k This should be closer to a Β£10mil MC
Posted in: NTVO
I sold at a slight profit earlier. I've seen CLN's destroy shares before. Been fun chatting on here, good luck all
Bought in. RNS of the day.
Posted in: COR
Looks like this is being pumped on several boards. Could be worth a dabble
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