Member Info for The.Italian

unfortunately placing prices are generally imo a poor guide to future performance or prospects.how often have we read posts to the effect that institution X has bought in at Y price so don't worry they must know what they are doing and the sp continues to fall.the reality imo is the institutions subscribe for shares in placings etc for a variety of reasons many of which are not related to their view of the companys prospects.i am not saying i think the sp won't recover as i have no idea whether it will or not but i would personally take no comfort whatsoever from historic placing prices.just my opinion of course

with great respect investor1111 not he most intelligent or perceptive post i have ever read.on the 8th january it was 3.05 and perhaps its not forgotten how to get there either!

hard to see how anyone associated with this debacle can escape without their reputation pretty much completely destroyed.there is often a price to pay for arrogance unfortunately most of the people being forced to pay the price have had no role in the running of the company and no responsibility for the current situation

totally agree petermunroe.i don't know if they have a Q&A session at AGM but even if so i do not expect any new news as it were.RNS would be required for that.could hear something next week but my guess is later in december.just a guess no facts to support.only time will tell but nothing's changed in fundamental position

sadly have to agree Foxestocks.very disappointed by the lack of news re live concert.if it was going to be someone impressive i would have expected to hear by now.could be completely wrong course but beginning to suspect that if we do get news it will be slightly underwhelming.just my opinion

looks like the 11.51 trade is the answer

bignose agree with all you say particularly the importance of dr mike.marker cap still only £67m approx so plenty of scope yet for improvement to get to where it realistically reflects the market potential for fortacin even at relatively modest sales levels .just my opinion of course

seems like the moderators or whatever they are called are out in force today.Bignose i did see your earlier post which has now gone and just for the sake of clarity let me say that my use of the word "alleged"was not intended in any way to suggest that i did not believe you.it was merely the use of cautious language reflective of the fact that i have not taken any steps personally to delve into the question of identity.i completely accept that you are convinced as to the identity and that you have good reasons to take that view and i have no desire to suggest otherwise.

personally i am only interested in his identity to the extent that it may enable me to form a slightly more nuanced view of his postings . Rest assured that i form my own judgments as to these posts as do we all.

good to see the sp moving up again today with respectable if not great volume

incidentally i adopted your suggestion about emailing recordati shareholder relations dept which i did at the beginning of this week re launch schedule.No reply as yet but will post as and when received

pitch you post demonstrates a complete lack of understsanding of human psychology and motivation (perhaps deliberately so) and has the persuasive force of a damp lettuce.no offence intended but you will have to try harder.just my opinion

exactly!

looks like he's just bought anther 5 shares.

on a quiet day so far i am encouraged by what i suspect is a example of patch/patchs secretive buying in on the dip.for those who haven't seen it there was an indicative buy at 9.00am of 7 shares for £1.99.i suspect that he has realised that despite his constant negative assertions to the contrary there are only two things that really matter here in determining the success or otherwise of motif and neither of them relates to directors buys,a factor which i personally regard as virtually meaningless in the overall context off motifs prospects.the things which do matter are first the attaining of formal FDA approval and the second is the obtaining of a suitable partnership or similar agreement on reasonable and hopefully favourable terms for motif.everything else is just noise which we would be well advised imo to ignore. i look forward to further purchases by pitch as and when his finances allow

amran looks like you are calling it right.good luck also

IanB hope you are right and i am wrong although would personally be quite happy with modest upfront payment and favourable royalty terms as i think the latter have more bearing on future profitabilityetc.just my opinion

yes nothing definite but is there a pattern emerging?

kelsbells you may be right but i would personally expect a modest upfront payment with probably modest milestone payments depending on sales achieved.the vital aspect however will presumably be the level of royalty payments agreed per sale which will be reflective of the parties relative bargaining strengths and we can only guess at this stage.personally i always view the potential terms of the agreement from the perspective of the current market cap which is modest.

morning amran sophos looking a little stronger this morning and glad that you are back to your 3.25 or thereabouts.does seem to be in the range you suggest but I'm afraid i have no idea whats around the corner.may be there are better opportunities elsewhere .hope whatever you decide works out well

i was thinking exactly the same thing phyllo. the quotes and price action in the last 50 mins of trading would seem inconsistent with a largish sell.cannot be sure of course but a buy has my bet

no problem quietus.i did sort of get your gist.i wouldn't rule out getting to25p although i hope we don't.would certainly buy more if we did although having topped up yesterday i would prefer to keep my investment at its current level.i am hoping for some benefit from a formal approval announcement(assuming we get it)as although approval seems to be regarded as virtually certain it should still have some benefit. i would expect it to be seen as the harbinger of partnership news which will imo be the real price driver and i would expect to see some buying in in expectation of this.just my opinion

i don't like to give advice so please don't take this as such but I've just read FTSE12s post of 15.18 and i think it encapsulates the situation extremely well.sorry for the truism but i do think it is much easier to lose money than make it and recovering lost ground is usually much harder than losing gained ground.i am therefore largely sitting the market out in cash awaiting developments and a change in sentiment .ive traded sophos quite a lot over the last year or so but i don't think I've to the nerve for it at the moment as its trading pattern was i think reasonably predictable for most of that time (there were couple of extreme movements but they still presented trading opportunities to my mind) but now it seems to have entered a different landscape with which i am not comfortable.just my opinion and probably wrong.good luck with whatever you decide