Member Info for SuperStockMan

Wow, what a mess to wake up to. Agree hand reins to Dan ffs cant be any worse than AR

Yup a deal with nxp004 this year would be a God send. Certainly would recover the SP, and give nfx money in the bank reducing the risk profile and benefit what is currently **** poor timing of a landstead share agreement. Fingers crossed.

Thanks for the constructive feedback Atrades, always welcome to have someone rub salt in the wounds of LTH to stroke their own ego on a day that most here have just taken a massive further paper loss or real loss. You seem misguided on the wording of the rns though seems to say we have funding till q4 2023, of course you can never be sure but there is literally no point to your post, as you've indicated you dont hold before and dont seem to have read this rns.

Hale, too soon to call nxp002 as a failed product line the results need to be revalidated, is what I read from the rns.

What a miserable start to the week, not the news we were hoping for.

Fx I think most of us feel pretty unnerved by the price movements in to new lows. At times like these it's important to remind yourself of why you originally invested and has the position changed with the company fundamentals or is the price movement irrational. The market is continually irrational and is by no means an accurate reflection of a company or its underlying value 100% of the time. I recommend rewatching some of the proactive videos. You mentioning nxp001 again, I wrote a post recently on my belief in why the commercial terms were poor, but why not hear it from the prior ceo, YouTube the interview with Anne, Sept 2021 1m44s in

Cheap is a subjective term, depends on percentage of holders they can convince for any TO offer. It's a risk at these levels that the outcome could be below 10p I dont see most accepting ipo price. But personally I dont see TO as realistic possibility yet, like others have said JH and DG still hold, I don't expect them to roll over and accept a cheap offer for their years of work.

I dont have lvl2 visibility of trades but I can only see one sell at this level for less than £240. Still not a happy to see it reflected on bid. Could we be heading lower still?

Honestly dont know why they bother with nfx, not like you can instill any more negative sentiment to market trend. And the attempts are lazy, repeatedly called out on the board without a single successful argument.

Nxp004 is too early to predict, so I personally am not considering values at this stage but I am excited at the future prospects which will come clearer with time. I'm primarily still considering allenby capital's research notes to be the best source to assign value to nfx with nxp002. The values may have changed with available market due to pandemic, but alerbys research still suggests we're undervalued on the research they conducted at that time.

If they do an interview regurgitating known information it wont be received well, it may well give some respite temporarily (not sure myself) but it wont change trend. They would also know it could lessen momentum when they do have something material to report on. So unless they have something material to present I hope I dont see AR on proactive myself. They could update the website though, only a few words required. Although I dont imagine it would change much from a market interest point of view, perhaps just appease us lot.

Investors are responsible for your own choices but if I believed that Taz I would be considering selling my position. No company truly cares about their shareholders in the majority of circumstances we are at best considered unsecured creditors. Although you should ask yourself why would AR associate himself with a company he had no faith in with his experience, or for that matter why would Anne or anyone else. You need patience with these things and conviction in your own research/belief. In addition conspiracies discussed yesterday of them purposely holding off news is ridiculous, the company is main market listed.

Doubt it, friday is usually the low in the week for nfx sp movement.
We can only hope news is on the way

Whilst the nxp001 deal was terrible, it's worth remembering that nxp002 and nxp004 cannot be considered in the same value sphere at all. Nxp001 was a proof of concept for nfx and the deal with Oxillio, I believe was a means to end. Highly Incentivise another group of experienced biotech professionals, to outsource nxp001 development, increasing its speed to market in order to demonstrate the value in their approach. With the aim to maximize interest in their other higher value products for outlicensing purposes. This was at a time they still had a lab and may have been planning further ip but even back then they had a small team, they would never have been able to achieve great commercial terms on nxp001 without further work and time, and when you consider the thought process of working on other products which you know are orders of magnitude different in potential value its easier to understand why they agreed these terms. I dont believe we will see poor commercial terms on any other outlicensing model.

Not in this price range it wouldn't, exactly why we need updates.

You're hardly comparing apples with apples there are you?

Milder if your aim is to reduce investor interest perhaps you shouldn't be admitting we're valued at less than cash holding, surely that's a positive from a new prospective buyers perspective, I mean what a fantastic discount opportunity to have nxp002 and nxp004 valued at next to nothing. Even if you do actually believe that there is no value to these formulations you dont really have much to lose with a bit of a gamble do you

Wish I had your optimism jiving, fact is we're practically valued as cash shell atm. If there were decent investors watching why not take advantage at these ridiculous prices, rather than wait until an inflection point? I think the polar opposite has occured in that multiple missed deadlines and board shenanigans have muddled the original story and so we're off the radar for most. Hope to see a recovery this year but needs material movement forward in company strategy/marketing or deal commercials or a combo of the 3 to release the shackles on sp.

Blood your guess is as good as ours.

Well done soup, spot on with your educated/investigatory guess work very early on with this.