The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
This is now just a vehicle to pay Moody and his cronies a few hundred thousand a year each. There is no business, you are simply “investing” in Moody’ lifestyle with perhaps a 1% chance of a shock payment from OM or an even less likely SeaLion or Navitas update
It’s over folks
What a load of carp....but a further reminder that we have zero chance of getting anything from the OM debacle. The political landscape has shifted and the climate fascists are now in full control
SP trying to get over 200 again!
The market doesn’t like delay or vagueness so I fully expect a fall in the SP today....which, in the great scheme of things, makes zero difference to our prospects
I can’t believe we’re still discussing RKH, it’s finished and has been for years.
Any chance of shareholders getting anything has long gone. Moody has no intention other than to keep paying himself hundreds of thousands of pounds a year from what is left of the pot that was once so big.
He is a parasite, a perfect example of corporate greed and the reason why AIM can be such a dangerous place to risk your money.
No doubt a few of you will remind me that we are about to get tens of millions from the Italian Government....good luck with that!! Or that Navitas will get SeaLion going again....in the face of weak politicians terrified of the climate change lobby.
It’s over folks, only Moody still has some upside...a few more years of enrichment for an hour or two of answering emails from his office in feckin Salisbury
Jimmy
I think the way he phrased it was effectively that the aim was to create a company/product that had that kind of value at each stage....tbh it was very much a “come and buy us” message to big pharma but when the time is right... it was one of the things that attracted me to the company in the first place
Ndn71
Nope, I didn’t miss Activ2 ??which is why I have held fast since last summer regardless of the ups and downs and will continue to do so
My gripe is with the UK and our Oxford elite mafia which I believe has and will cost more lives by not backing this and other British firms
The problem for us is the 2 drugs in question come from Merck and Pfizer....they will literally have the ear of the PM or President of most countries....it is not a level playing field
It is 100% possible that a more effective drug such as SNG never gets to patients whereas it is all but guaranteed that if Big Pharma brings a less effective drug they will get approval
I’ve no idea what to expect on the SP today...could be up 10p or 70p but in many ways as a LTH holder it doesn’t really matter....it’s all about the end game....whatever that is
Share price down a little though thanks to this bs report....no doubt the Motley Fool will re hash it again in a week or two
I’m afraid we could be heading back to well below £1 for a while...perhaps even medium term
SNG will never treat COVID-19 imho but will potentially be bought by a larger pharma for its underlying COPD and general COVID future use
Target upside? No idea but maybe £3-5 IF we show decent data in 2022
The media are all over it
“We’re saved” ...and it comes from a completely respectable source...big pharma...and we can trust them...right?
Sharedealer
Well, in fairness it depends at what price you bought in and as the bar probably gets significantly higher and therefore the risk of failure at each stage it is not entirely illogical to sell (or reduce holding) at any point in the cycle depending on your risk appetite
Managing risk and having the right % allocation in a share is the key....SNG is still high risk/high reward whatever anyone says! They are spending tens of million of pounds of investors money and there is no guarantee a penny will be generated in revenue
However, that is the nature of this sector and with high risk comes high reward....DYOR but imho never over commit to a single share with this kind of almost binary risk profile
Spacehppa
I truly hope you’re right but honestly I think there is a 5%-10% chance of us getting paid for OM, no more than that
The issue for me is that for the OM award to happen we are relying on, in no particular order;
The Italian Government
Lawyers
Politicians
Government Quangos
Bureaucrats
Sam Moody
Take a look at that list again....is there anyone on there you actually trust?!
If only GPS actually worked for the NHS properly rather than through negotiated contracts which can often be held by private companies and used to maximise profit and GP income
The whole set up is expensive for the NHS and hugely profitable for GPs and there is little or no incentive or requirement to provide more accessible hours or “customer service”
We’d probably be better off with a transparently private system where you’d go to the clinic with friendlier/better service. I’ve given up trying to get a GP appointment.....took me 3 weeks last time when one of the strong possibilities was cancer (it wasn’t)
They’ll just blame Brexit
Absolute crooks, I’m not sure who is more crooked....the Italians, the Lawyers or our CEO and Board of Directors
All of them have their noses in the trough and are staying firmly on the gravy train
Lawyers and government quango late and no explanation, I am shocked
Unite
I think £1bn is a very good number...as others have said, big pharma are not going to sit and wait until we get to multi billions stage
None of know what the HNWI hopes for his/her ROI but 6-7 times is still pretty decent I would think...sure, they would love more but realistically if an offer is on the table I’m sure it would be taken and then they move on to the next opportunity