Member Info for Tiptree

Lots of useful stuff on the BB this morning but when you look at it, what has changed in terms of what they are doing and where they might end up?

If we thought this was good value at>40p, surely it's top-up time now?

By coincidence, there's an article in The Times today on how directors' share buys are not a good indicator for share performance. I'll re-read it later as it's counter-intuitive on a simple level.

As far as ODX is concerned, like many I reckon, I'm in now for better or for worse and I'm inclined to stay in. Firmly.

The news keeps coming: 'Bemcentinib, an AXL kinase inhibitor, will be the first to begin phase II studies across the UK within the next few days.'

https://www.pharmaceutical-journal.com/news-and-analysis/features/everything-you-should-know-about-the-coronavirus-outbreak/20207629.article

Not only that, it's also more attractive now as a TO target than it has been for three or four years.

Even though I'm hopeful that there won't be a 'second wave' (maybe spikes for the existing wave which has by no means gone away), there's no doubt whatsoever that proper cleaning has taken on a new level of importance. It's not just health sites either, every public place will need to be scrupulously cleaned and so will workplaces as folks return to the office.

'Stock sale' is a pretty good description for this share: I'm committed to it for the long-term but get the jitters when it falls so rapidly without clear explanation why. Lots of research on this one and just the odd nagging doubt I guess but I remain convinced that cleaning is going to be key for a long time to come.

Disappointing article in The Guardian (also copied on NCYT board) that suggests immunity may not last long. Let's hope that is wrong but if it's accurate, cleaning of surfaces will be of vital importance. I wonder of Byotrol are developing anything that lasts longer - heard of something third hand yesterday.

https://amp.theguardian.com/world/2020/jul/12/immunity-to-covid-19-could-be-lost-in-months-uk-study-suggests

Really disappointing if it's right, but not peer-reviewed and better to be optimistic but if immunity wanes fast, testing will be around for much longer than I'd like to see:

https://amp.theguardian.com/world/2020/jul/12/immunity-to-covid-19-could-be-lost-in-months-uk-study-suggests

Lots of sensitive posters on here this afternoon; all adds to the value of the debate so thank you, genuinely!

Three minutes to decide whether to hit 'add' or just leave it until Monday.

That's the dilemma for this weekend: hold or add before close, or de-risk and sell in fear of Sunday Times knowing more than they told us. I'm tempted to add.

Sorry. Haven't been in to read all 388 posts today. Please ignore if you've seen it already, just pondering adding to investment before close.

https://uk.reuters.com/article/uk-boohoo-group-standard-life/standard-life-aberdeen-sells-boohoo-shares-cites-inadequate-response-to-allegations-idUKKBN24B1V8

Tough one this: if ST have more mud to throw, it will come this weekend. On the other hand, those in the trade won't have been surprised by the 'news' last weekend.

Something for the weekend, investors? Up or down on Monday open?

Jollyspeculator is right - the leadership here is displaying a naivety that concerns investors. I concede that RNS service is only for news that may affect the share price but such a huge drop in the context of where they should be demands an explanation. Changed my view from long-term investment.

From 1.80 to 1.10 in less than two months, for a business that should be booming at this point. Something fundamental wrong with this?

Why is it that every time I listen to CF, I think I should buy more Orph, yet really he's confirming precisely what he said before and I know that tomorrow, the SP will have barely moved? It IS a compelling story!

Sorry - mizman

If we didn't agree with Mixman's view, we wouldn't be here of course. What grates a little in the short term is having committed to 'provisional' shares at 40p when this morning you could buy at a 10% discount to that, no restrictions. You have to suppose that something will happen tomorrow to allow that situation to be corrected.

SP quickly back to £4, less a little for sales disruption and some mud sticking.

If the celebs didn't jump ship this week, this ought to retrace quickly to last week's SP.

Fingers crossed there's nothing to add to this 'news' story.

BERGENBIO-UNDER AMENDMENT PATIENTS TO POTENTIALLY RECEIVE BEMCENTINIB PLUS ONE OR BOTH OF 2APPROVED COVID-19 TREATMENTS: DEXAMETHASONE AND REMDESIVIR

DTD thanks, that's pretty clear and I take your point about SNG patent for delivery. It sounds very encouraging.