We would love to hear your thoughts about our site and services, please take our survey here.
This is 100% my last post on this board.
The idea that a share forum can be used to offer any kind of pro Russian rhetoric is beyond me, nor would I expect to see anti Russian sentiment. It’s either misguided or desperate and neither is the stuff I’m interesting in reading.
Frankly, your standing or perceived ownership of the conversational stream on this board is irrelevant to me.
Playing any kind of factional position is wrong, and I care not what your position is, nor what you think of this comment.
I’m out.
I remain invested. Probably have to remain invested now but even I, a SAR champion for years am starting to become a little twitchy.
Primarily because my end game has always been a news event that multiplies the share price. At the moment, a monumental news or business event that puts 5x on the price … still doesn’t get the share price to where it should be.
No one is buying out at a 10x premium. Regardless of intrinsic value.
Recovery before news greatly needed.
Agree completely. A good licensee update and continued positive trial news should put us on a good trajectory.
Can only be positive but the level of that positive impact is yet to be realised but anyone looking at it through negative eyes, more clearly than ever, has an agenda.
Are we in a better investing position than yesterday. 100%. A potential cash runway and more validation in the science.
Happy, and happy to wait a little longer.
My only worry is that these deals happen and are often captured as a premium to an average recent price. I want the share price to get back north again before people are sniffing at takeover.
To realise what we’ve all been waiting and hoping for we would need a takeover premium of upwards of 1000%, when compared to last months average. No takeover entity is paying that.
Long winded way of saying, I always thought takeover, I always wanted take over rather than license but now I think … not quite yet, kick a little bit of 2024’s butt first.
For any real investor, we are already on or very near to the investing conditions we always hoped for as the company flirts with clinical success.
It’s cool to view this from either lens, positive or negative but those who land with clear intention just come across dopey and a little desperate.
As a genuine holder, the idea that a random plum on a board can put me off my investment now that we have made it this far, even though there remains a chance of failure, is ludicrous.
The mainstays, the guys and girls who post all the info and tend to fend off the spuds, it’s much appreciated.
I for one, have never been more excited about this investment.
Not sure if that’s an honour, just think I’ll be quiet for a bit haha.
They are now looking at theft, heart and raw courage to fund these next few months/years. I’m comfortable with that as a long term investor. Better than cash burn, or more accurately put, business costs.
Plus surely there is an another HNWI with a few million quid burning a hole in their pocket.
Defo not an expert but when an entity or person applies for patent they, on the whole, need to patent against an indication or target. Otherwise they could have said ‘we have a new treatment’, what does it treat? ‘Everything possible’, everyone else may as well give up.
It strengthens the position in each indication, no medicine in the world treats everything so how can they patent it in that fashion?
This is good news, very good news. Especially reporting on it whilst a trial is underway, hopefully subtle hints that all is ok.
This board this weekend was unbelievable. A free space yes. But surely that is to discuss our invested stock choice, not opinion on a war?
I’ll open myself up to ridicule or attack by saying the idea that the war in Ukraine being in anyway facilitated by Zelenskyy is one of the most absurd things I have ever heard. That country was invaded by a super power, it is protracted because Ukraine won’t roll over and Russia continues to claim ownership over another countries territory. Wound you roll over if people invaded your Country?
I’m saddened that I feel I have to say the above and am aware of the hypocrisy in me even stating my opinion given what I’m posting about but I can’t help myself.
I don’t contribute much so research wise, and even contribution wise I won’t be missed but I would be embarrassed to be any part of the ridiculous shenanigans and opinion that on occasion pollutes this board.
Peace out all. Signing out.
It’s hard to judge isn’t it?
As a business model, every year they aren’t taken over they create more money in terms of intrinsic value. They, and we understand their intent and because of some ace posters we have a good eye on the science.
I have started to realise that this feels like a win win scenario. But when do you pick your win?
Mine is not yet. I think the validation that follows todays news means, with a fair wind, our trajectory is set upwards and I want to be on it.
I’m in, for now and for a good while longer.
GLA
I’m a rare contributor but avid watcher and long term holder. Some quality research, discussion and reasoned challenges these last few days. Top stuff.
Here’s hoping we gather some momentum into news.
GLA
Agree completely but the RNS does state where Sareums focus is in the near term.
Positive proactive action from the company given the stalemate here but likely to receive a bit of a kicking as people use it to their advantage or jump ship looking for action in the shorter term. For longer term investors this is good news.
I’m a LTH who hasn’t posted for a long time largely due to the unbalanced nature of this board.
I must agree with a few people and say the idea of saying ‘just filter me’ feels like something no one should have to do on a public forum, with shared ownership. Perhaps, consider, changing the rhetoric so this board becomes such that all feel welcome free to speak. I completely respect your research and have the same SAR positive viewpoint but your words when someone remotely disagrees smack of self importance.
I won’t filter you because your research is outstanding and of interest, you just wrap it in crap sometimes.
In the wise words of plenty of folks, be kind, your brilliant research will have more impact that way.
Thanks for reply Maidit. I’m pretty sure chat on BB doesn’t do anything with the SP though.
I really hope the radio silence is a good thing. Feels like it is but those with more experience may I ask a question?
If a company is in T/O or licensing talks surely their business as usual market communications has to be continued? Are we just in a fallow news period?
Thoughts?
CTA for me. I think the GSK SRA737 stuff will fall out naturally in the coming weeks. Although I think if they declared an interest in getting it off the ground we would go gangbusters.
Aber - phone predictive.
Amber. Tend to agree. Whilst not as far along, our pipeline, using Sierra as a benchmark looks like something a giant would want hook, line and sinker.