Member Info for The_Paladin

Another quote just appeared on LinkedIn and twitter. From Jeremy Abbatte this time. That completes the round from the participants in the recent SciAm discussion.

Synairgen are maintaining a relentless flow of information in parallel on both social media spaces. Although they don’t attract many “likes”, they have all been of the highest quality. Presumably Brooke Clarke and her team are responsible? From her LinkedIn profile, this is well within her skills set. Anyone who has requested updates, as I have, will receive a continuous stream of information.

The short term sellers, here and on other forums continue with their broken record techniques focusing on out of date negative information. When I meditate, I imagine Richard Marsden chatting with Katie Pilbeam on Proactive Investors following a significant development and a reversal in Synairgen’s fortunes. Whatever happens, I intend to continue to hold, and try and maintain positive thoughts throughout the current situation.

GLALTIs. FOAb4etal.

https://www.helpguide.org/articles/mental-disorders/narcissistic-personality-disorder.htm

Our share price continues on its relentless downward spiral this morning. At the outset of trading, I was offered 10.66p per share for 30,000 shares. The fact that my broker was willing to buy my entire Synairgen holding, albeit at 10.2p per share, is an indication that there are buyers out there. Traders or an investor building or adding to a holding?

The situation is now causing concern. A quotation from Rick Bright on LinkedIn/ twitter, liked by Rick Bright, Richard Francis and seven others last night doesn’t hack it. The latter relentless social media campaign has had little effect on the falling share price. If there was ever a good time for the CEO and his executives to deliver, the time is NOW!

I continue to retain some optimism although the apparent lack of real progress for over a year is a cause for concern. My top up here was way too early and totally unjustified as events have subsequently proven.

GLTALTIs.

“Still we can still ramp the share explaining how wonderful the Board and RM are, and what a great job they have done with the data over the past year.”

They haven’t done a great job Axe. We wouldn’t be in the current situation had they done so.

They have tidied up the shop, and networked peripherally, so that the company is in reasonable shape should a trial opportunity emerge.

The current situation is untenable for much longer. The cost of executive salaries are too high in relation for what has been achieved to date IMHO? As Doc83 hinted, my last comment may be invalid should some long awaited positive news emerge before too long? Otherwise salaries will need to be pruned back. The current company operating costs, in the absence of any discernible progress, are unsustainable.

I agree that share buying by executives reflects confidence in the company. The significant hires over the last two years have bought none. They have been awarded significant options however.

We keep the faith in the absence of positive developments. That is the position LTIs are in for the time being.

There are a number of very odd individuals, who are apparently uninvested in Synairgen, but have a fixation about the company? Their approach involves the broken record method. They persistently repeat out of date, and sometimes factually incorrect, but always negative information about the company and its employees.

I fail to understand what they hope to achieve by this? There are possible scenarios to explain their behaviour including :
1. They are short-term sellers.
2. They have mental health issues.

To my mind, there is no doubt that things have not gone according to plan. However, Synairgen have optimised their available data. Every effort has been made to present the data to interested parties. The SciAm discussion and its aftermath was a very good idea. The twitter/LinkedIn initiative less so, but every little chunk of publicity helps.

In short, it is best to ignore the repeated ramblings of the uninvested, and possibly shorters. Best to retain a positive mindset, and have a daily check on news items, and the Synairgen share price. This is not over by a long shot. There are several possible scenarios by which this investment could play out to our best advantage.

GLALTIs.

Mr Costs.

This isn’t a case of us and them. We are all investors albeit in my case over-invested through my own carelessness. We all chose to invest, and remain invested following an event, which had a severe impact on the share price.

There is no point in complaining about the lack of progress towards a share price recovery during the last year. That will change nothing!

The share price has hit rock bottom again this week. Not totally unexpected. However, there are sufficient insights from the company data in the public domain to suggest that there may be a way forward? It will depend on the company’s ability to negotiate another trial opportunity by whatever means?

All we can do as investors is to remain positive and wait to see what emerges? Whinging and complaining about the company and the situation will solve nothing. There will no more of that from me. Any investor, who lacks conviction about future success should probably sell up and move on? I remained with this investment when I should have sold up fourteen months ago. I am still here, and remain reasonably optimistic that the company will find a way forward? Apparently TFG Holdings are in agreement?

GLTALTIs

A short verbal comment from Dr. Monk has appeared on LinkedIn a short time ago. He is repeating the message about broad spectrum anti- viral therapies, which is a good strategy IMHO. Dr Monk has been very visible over the last six months in a multitude of company initiatives. He is on a campaign to spread his important message. If he, and the rest of the company continue to keep knocking on doors, and keep communicating effectively, eventually one might open? I do not have the core knowledge to speculate about the possibilities, but, as I see it, a place on a large trial would get this company back on track, and with it our investments.

I might even gloat on the advfn board if that were to happen. The crazy gang on that board (could be one person with multiple monikers) are regularly repeating out of date and some factually-incorrect information and seem to be waging an online campaign against some contributors to this forum? They are treating an investment board as though it were a low-level social media platform. I may disagree with some contributors here, but at least points are argued mostly with decorum, allowing for one or two heated exchanges.

Another gripe. I wish that Synairgen staff would stop ‘liking’ company messages on twitter and LinkedIn. Self praise does not serve as an useful recommendation.

GLALTIs

On a more serious note, Dr Fischer's professional CV is impressive.
https://www.med.unc.edu/medicine/directory/fischer/

I had difficulty in finding the presentation in the CROI directory, but this is invariably the case when I search complex conference booklets.

The presentation will be given by Dr. William Fischer II, an interesting person by any account. The header on his twitter profile reads "Critical care virologist, physician, scientist, and father of two hyenas." Sounds as though there is much laughter in his household?

https://www.youtube.com/watch?v=JRFsiJC1sPQ

Interesting to note that my broker is prepared to buy my entire SNG holding in a single trade albeit
@12.8p per share.

The sell price for smaller volumes up to 30K shares is 12.97p per share. Does the fact that a broker is prepared to buy a substantial volume of SNG shares in a single purchase mean anything? It wasn’t always the case during the last year?

I couldn’t test the buy price as I no longer keep any cash in my stocks and shares accounts. Locked and loaded it has been for a considerable time, and will remain so until things improve, if indeed they do? It takes a lot of perseverance to hold “recovering” (hopefully?) shares for a long period of time!

GLA

I was thinking the same thing gunto. Did Rick Bright retweet his supportive comment to offer solidarity with today’s presentation? Are we looking for new insights, a subsequent reaction to the presentation, or possibly both? This could lead us along yet another false trail, but it, at least, keeps Synairgen investors on our toes for the moment?

Axe-Capital.

I agree that the Sprinter trial would not have resulted in failure had it been managed by a team of experts, which investors thought was the case. However it is as it is, and we remain in wait for an update, which might or might not improve our current situation?

Some investors are changing their viewpoint on this forum, which has a more realistic outlook in general than was mostly the case over the last year. One LTI is apparently calling it a day this week?

I remain optimistic that a BP will either want to participate in a JV with Synairgen, or else will buy the company at a relatively low cost? The product ‘s potential future value should ensure that IMHO, but what do I know? All LTIs are frustrated by the lack of updates. I have no doubt that the company is doing its best, but their actions are probably akin to a dolphin swimming in a sea of sharks. Perhaps TFG will be the Kingmakers, and their self-interest could improve matters for investors?

ATB.

“If people want me gone it is possible... the 30k Block is mine. Buy it at 13.7 were it is now and i will never come back here :)”

A highly narcissistic comment there Professional. Do you honestly believe that any investor is affected by your presence on a practically insignificant bulletin board? Why would anyone further risk £4K in increasing an already delicate investment merely to remove one contributor from an investment forum? Most LTIs are locked and loaded in hopeful anticipation of the company’s future success. I doubt very much whether anyone sensible is trading SNG at the present time? The jury is very much out on your previous claims?

Should anyone wish to obliterate your comments, they would merely apply a filter. Speaking personally, I do not find your presence here as offensive, as I found some of the crazy gang on the advfn Synairgen board. Sensible dialogue is always acceptable, although boastifulness should be avoided at all times. :-)

Doc83.

Your account is very similar to my own experiences. I have been fortunate to work with excellent managers, and have seen my fortune rise considerably from their influence . Equally, I have stagnated under poor managers, who were not up to managing their day to day tasks or the people under their charge. Ultimately, my career was shaped from a variety of experiences, and eventually came good.

I still do not know what to make of our current situation as Synairgen investors? The big question that remains is whether the CEO is making progress in seeking an alliance to move SNG001 forward, or not? Either way, it is probably best to keep it under his hat until he has something worthwhile to announce?

I am back to being more optimistic today than was the case over the last week. This is in no small part due to the improvement in the quality of comments on this board. It is starting to become a more united forum. We may have different perceptions but all long term investors are on the same side. ATB.

That is helpful gunto. Perhaps I have been over concerned about the current lack of concrete information from the company? Thank you.

Ghia.
It has been a year, and there is no clear indication whether Synairgen are on track to achieve a trial by whatever means for SNG001?

TommyD_19 raised a valid point that they needed further supporting info, which they have since achieved.

As a businessman, do you view the current timescale that the process is taking as appropriate? Is it one of those “How long is a piece of string?“ questions perhaps?

I agree with your arguments TommyD_19. As an investor who initially takes a broad brush approach when targeting an investment, Synairgen ticked every box, hence my over-investment.

As a broad-brush investor, I am not acquainted with the time scale needed to set up suitable trial arrangements to get SNG001 back on track? My previous point was that Synairgen are not very clear about this? Perhaps it is impossible for them to be more specific? For sure, some investors are losing confidence in their ability to get a deal done.

Waiteoxford. My investment position is broadly similar to yours. When I e-mailed the company last week, my intention was to raise awareness about the concerns of investors. I didn’t expect a reply, and haven’t received one. Should the company announce that they have initiated a route towards a trial, and potential commercialisation that will amply serve as my reply.

My best wishes to you both and all LTIs

Fair comment TommyD_19. The necessary follow on activities to the Sprinter trial, and other company trials have been completed and presented at suitable conferences. Synairgen have also pursued other relevant, if not significant, initiatives.

One of my concerns is the vague language used by Synairgen in their communications to investors. Surely by now a specific strategy should have been identified and relentlessly pursued? Perhaps this is the case? Very patient LTIs are still waiting for news to significantly change the company’s current status. It is a cause for concern that, on twitter and LinkedIn, the company are inviting interested parties to talk with them at the ongoing CROI conference ? Surely, one of the CROs arrows, which seem to be on very long flight paths, should have found a suitable target by now? As stated previously, I would be delighted to be proven wrong about the capabilities of the CEO and his fellow executives?

GLALTIs.

From today, Synairgen’s 52 week high and low share prices are 43p and 11p respectively. A single piece of concrete news could elevate it above the current level.

The last year has brought consolidation on existing results, togethrr we with other company-led initiatives. LTIs have waited exactly one year for the announcement of an external liaison with a trial provider to enable Synairgen to move forward again via a trial of some description. It would be reassuring to learn that more is going on than inviting interested parties to talk to the company at significant conferences? One day perhaps?

GLA.

Nolupus.

“Only the ST holders are focused on the SP … “

I disagree, as I am a LTI here, over several years. I am puzzled as to why the share price has remained in a low price range for so long?

The information from IB suggests that the share price ought to at least be multiples of the current trading range IMHO? I conclude that some factor is holding it down, and I expect to see a re- rate in due time.

Good luck to you and to all IQ-AI long-term holders.