Member Info for SuperStockMan

thanks obw, I was of course only referring to CPI and DT in my response. I haven't seen their holdings listed for quite some time.

I only see nominee listings on nuformix website so since their last TR1 not sure of DT or CPI holdings.

However from my knowledge DG has never sold a single share, and based on everything he has previously said, i would find it highly surprising if he were to consider to offload at these levels.

thanks although I'm not sure my post is good enough to deserve its own header, my reasoning behind the comment on market reaction is purely selfish. I was planning to buy more tomorrow is all. Thanks for confirming the ROW reread the RNS and can now see it confirmed.
I have to say if this is what we can expect from CB, i look forward to seeing more. Hoping for updates on team expansion from them and of course NXP002, whenever its ready.
It might be a dream but if we could see some increase in holdings from CB or KK after a deal is closed this would round off the year perfectly.

Also remember CB mentioning rather specifically NXP001 on humans, which did lead me to question whether they had thought there could be implications for the veterinary market.
I actually am quite happy with today's announcement as they have affectively offloaded purposing of the product to another partner for a field they have yet to identify and are unlikely to find the capacity to explore with the headcount they have, its also less likely to be explored with the other more valuable IP they have in the works, it seems to me that this is a win win for both parties. I did not see referenced anywhere regional rights so do we assume should the licensee find the need/market they retain ROW for the purpose?
Try to consider 2m capped a year is better than nothing and the significant upfront payment as its not clarified is still yet to be negotiated so we can see what the partner comes up with before any agreement for rights to a market/need we have yet to even look at, which I think is a great for NFX. I had written off NXP001 in my investment case for this, for me it was always the least attractive product but was able to prove the technology to the market with the quickest time frame. So very happy with this rns.
Consequently I am also appreciative of the way the market has reacted, if you know something is undervalued surely that is a good thing as you can accumulate more with expectation of greater returns in future, unless you need a quick buck now of course.

I haven't commented in a while, i agree progress has been depressing of late. No real explanation still on DT and now DG leaving Nfx it is unnerving. We'll see what they have planned but I take solace in noting the tech is proven to work, we have valuable assets if you read the patent info, we still have significant talent within the team and advisory board. Nfx now need to capitalize on some of their assets and reinstall confidence to the market. One thing I look at that does provide some reassurance is Karl Keegan's appointment, 3m warrants exercizable from Feb next year for 2yrs at 6.75p. Karl still works there with focus on capitalising the assets for nfx and i would imagine he'd like to get the SP back to a degree that makes his package worthwhile.

yes over months this would add up, but surely TR1's would need to be taken into account over this time frame. We've seen 2 this year from DT and they're not significant to his holding. We've seen none from CPI since last year. I appreciate nfx took the foot off the gas with governance/due diligence on reporting in appropriate time frames, but since the board changes I have assumed this would not be repeated. I still think the majority are traders exiting a position taken short term in the hope of a Q1 deal.

Why do people keep thinking there is 1 or 2 large sellers? I think it is far more likely these are traders. 100k or 250k trades are not comparatively large positions in the context of price.

worth noting that a similar rise in mcap for NFX would take us to between 18-19p. I do think however there is potential for NFX to become a unicorn in future, if the company plays its card rights and we have no more repeats of the fiasco's of late.

no disrespect Barwickman; but coming from the king of pointless posters, that's pretty rich. Who made you the msg board police? Everyone here is entitled to their own views, including you. All you seem to be doing the last few days is slating others for expressing theirs.

Thanks for the reply Aim, and fair point Soup, truth is I don't know how much he was involved with or the reason for his dismissal.

I just want to know what has gone on in the last month, as it has left an uneasiness that previously wasn't there, this co. represent a huge share of my portfolio which is unusual for me and goes against my rules/better judgement .

I was never investing in NFX for NXP001 that just proved the tech works, was never interested in the Chinese payment, as its relatively immaterial and i do not trust the Chinese generally with business. I hope when all is said and done that the BOD have learned lessons from this and choose to focus on other markets with greater vigour. My full faith is with Dan and Joanne, whilst CEO is Green, he's talented, passionate and appears unusually honest, very Glad Chris Blackwell is there to support him. Role on with the news i am interested in NXP002 and NXP004 with a side of Ebers.

Hope big business doesn't cloud their optimism or screw them over as is so often the case with other talented individuals in the medical sector.

Haven't sold a share and continue to accumulate looking forward to brighter skies.

Aim, We have all assumed that DT's dismissal is from lack of progress on China deal given this was his main project, also the very strange sell of a very small proportion of his shares, owing to further embarrassment for the company from someone that should have known better, I also believe this is why he was voted off i should add. But do you think there is a risk, given how close he was to china that data was shared prior to payment being received?

For those wondering around what NFX play is with Ebers, you only have to look at the Opioid crisis, which you can quickly google to understand. Far too many pain treatments are based on Opioid derivatives, (i.e. oxycodone, morphine, codeine, fentanyl etc.). Opioid's are addictive and far from ideal for long term use, they have many negative side effects. Cannabis has pain relief and nausea relief properties and have been under explored and in the past unreliable as pharma therapies, as most are natural molecules presenting companies with issues for patents and isolation of unwanted properties. What is known is that it is far less physically addictive. Cannabis has a family of molecules (cannabinoids) of which the most known/ most largely concentrated in plants due to imbreading for their desired effects are THC and CBD. There are many cannabinoids in the family not just these 2 many have never been tested/concentrated for purposes of pharmaceutical therapies. Its a huge opportunity that warrants research and whilst i am more focused on NXP002 and NXP004 for value incursion events with this company, i completely understand Dan's interest in this area commercially. To compare their approach to that of the influx of CBD products (i would agree snake oil therapies is a good comparison) or other cannabis mainia companies we've seen mainly from Canada/US are not seeing the bigger picture with NFX's plans in this area. Its kinda like comparing the company that was planning to develop codeine with someone offering poppy seeds to rub on your skin.