Member Info for TrekMadone

Vote no they have 18.8% some shares are excluded due to conflicts of interest. They probably get to 40% tops with insti’s.

The quotes using upside to vwap are true but only made possible as Odey was a forced seller.

I get the liquidity concerns and need to cash out but not at this price ffs!

I can see another offer coming along at 15p and then bidco would have to increase. I suspect they are trying it on knowing that there are others out there that can be flushed out.

If they went in at 15p first hit and the Chinese showed up they’d end up paying much more so better start low.

HOLD for gold and even buy imo!

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Trek

Been robbed with a low ball t/o…

This bllx was hidden in notes. It’s a narrative that RM is likely up against….

“ "As a shareholder in Shanta, we remain supportive of management and their strategy. However, we believe that Shanta's share price may inhibit Shanta's ability to deliver on its strategy and potential to maximise future shareholder returns. Furthermore, the lack of trading liquidity prevents ourselves and other institutional shareholders from being able to exit without risk of causing a detrimental impact on the share price. We believe that it would be beneficial for Shanta, its employees, and its other stakeholders to continue its growth and development as a private company. As part of ETC Holdings, Shanta will benefit from the experience and connections of ETC Holdings and ETG in East Africa and as a result, have additional support during the currently heightened levels of macro-instability.

Anticipating that current pressures on Shanta's operating market are to persist for the near-term and given the significant technical, financial, regulatory and geopolitical risks, our objective is also to provide liquidity to shareholders to realise their investment for cash at an appropriate premium to the current market value."

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Trek

Just checking the date is it April 1st?

What a pss take!

Profit is profit but this feels like a loss!

CBA’d to read it all as it won’t be taken serious!

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Trek

Note the improved regularity of the BB’s now.

That is very encouraging must be about to pay off $270m of debt!

Also see Uk inflation for Nov now 3.9%. Much lower than forecast! That takes pressure off rates this side of pond as well!

Should be a good day for insurers. As the BB know I piled into PHNX below 450 and still a buyer!

I am sat on my hands here now as I got a very low average now so should have some cushion from any further antics!

Would love to see a strong bounce esp as share count is going down every trading day now!

Now hoping for another good day at IQAI!

Good luck

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Trek

Hi linandy,

Why all the intra session RNS’s? Last I all intraday only 2 are holdings. That’s unusual.

Why no follow up with the RNS. Hardly any media even after great news!

All the techie stuff out there is from KS as part of her day job. We only found out she had a ‘very large team’ working for her from a throw away comment in a ppt presentation!

Why non of the grant providers other than NIH announced…

I am not Qanon just think it seems deliberately played down to help TB flip at a low Sp. But I absolutely cannot prove that it’s all my personal conjecture!

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Trek

Hi no lupus,

Pretty much on the same page with that statement,

I think phase 1 read out will be key.

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Trek

thanks blue and that’s not bs!

gone through my numbers and 7% up today overall! incredible!

but i am not one to ride my luck, having got away with one i would cash out now and start again in a blink. let’s see!

it’s also good that my **** is covered by iqai atm!

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trek

Correct you sell the voucher and its benefits then that helps the buyer fast track their product pathway.

Previous sales have returned an AVERAGE of $100m which would be due to IQAI. In return the buyer gets the fast track benefits which save them time and money!

That money from the sale of the fast track voucher helps fund an unmet clinical need that otherwise would be overlooked by bigger pharma as they may not see it being financially viable.

So it’s an FDA process to encourage drug development for rarer situations and make the downstream pathway financially attractive! In fact soo attractive that it may make sense for bigger fish to eat little fish!

But don’t get excited few make it!

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Trek

Added 15k back in here at the end today, 10k and a 5k. Don’t get too excited! It’s ‘free money’ from an amazing turn of events at DEc where I pretty much nailed the bottom and sliced some on the bounce! It also meant I could add 100k at IQAI! Caught DEc a beauty!!

Don’t follow me though the 2nd Jan cut off here could be to loose the news or no news later into the holidays!

I am being pragmatic, I hope!

I think we won’t hear anything on Jan 2nd and probably until end Jan next year but I am happy to grab a few back using profit from elsewhere just in case!

If it wasn’t profit would I buy now? I doubt it as I have other intermediate plays. But then the current PXC proposition is soooo compelling!

Now let’s have a positive Christmas/new year holiday RNS’s soon as opposed to the usual ‘under the carpet’ news!

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Trek

If you get your product over the line you don’t need a fast track voucher as you potentially have a blockbuster drug already!

It’s to help you cross the line by giving you a voucher that can be sold to offset additional finance requirements so a ‘rare disease, unmet clinical need’ etc gets more of a chance of success else what’s the point of the voucher!

The point is recognising that few drugs/treatments make it and so giving a boost to those that are close recognising their ‘last stretch’ financial needs to get a much needed product to market and help sufferers!

But, but, but you gotta jump through a lot of hoops beforehand!

We had this debate here before and to be fair it’s flipping ambiguous and I recognise both, both narratives. lol!

But at the end of the day what’s the point of giving financial aid to a product that has already crossed the line and potentially set to be worth billions! (See Tees link below). It’s there to help fast track products that otherwise wouldn’t make it and would otherwise with the benefit of a voucher likely be successful.

Respect your posts Nolupus, always. But that’s where I have ended up.

Haven’t posted all the links again and I recognise it’s ambiguous even taking into account Mikes email response and the links all posted here earlier.

Some improved comms from IQAI would help but they seem bent on releasing the minimum info atm and even playing events down!

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Trek

Hi Mr G,

“ Hopefully the rebound in the UK will be quick in the morning.”

I hope so too but don’t count on it. Lots of buys well below the EOD UT. Usually indicates intraday overbought even with those delayed LRGS trades above mid.

Don’t matter to me but just be careful if you see it open up and think pile in. Sit on yer hands imo but if it looks on just do 50/50 that way you always have options.

NY is interesting though only 5% down atm and an upside gap between 17 and 18 but vols still very low.

What would help would be a big buyback print tomorrow. No excuse in this vix. See my email Rusty if you are reading this!

After a bitter sweet day, as I genuinely hate seeing PI’s loose money. I hope my posts help from an alternative narrative perspective. You don’t have to hold and hug but I understand why some do.

Good luck,

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Trek

Been tough year again tro!

Got lucky at Dec so far! I note it’s only down 7.2% in NY atm but vol is low. I traded more that that in London today!

Also big gap there on chart that folk should notice but I guess it will all be NY get it London don’t. I hope that’s the reality as they know their politics and legals!

Bagging a plus 20% yield isn’t meant to be easy! Next divi is already declared so that’s a cushion.

I see he1 gone below 1. Not unexpected but hopefully a solid bounce from there!

Thing with sell buy, sell buy is it only works if the stock bounces!

I did 35 trades on Dec today, a new record and some!

Would rather not have had to bother though but volatility = opportunity!

Get the feeling PI stocks are being played though! But some of the recent RNS’s and their timings don’t help!

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Trek

My Dec is up 7% now after today and iqai top of the leaders board. Txp near top of the fallers bb but I am still up there.

Just another typical day for Tecan’s! lol!

Trek

$100m voucher will soon fix that.

Why is TB flipping those CLN’s as quick as he can!

Newbies better read back through the RNS’s and look at TB’s personal holdings and his families via a tax efficient holding vehicle called free association books (FAB).

Do you think they’ve been increasing to the max threshold to watch the sp go down?

Even if you don’t get the science and the transformational news today follow the money! lol!

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Trek

Wow couldn’t resist looking in from the local with me dog!

Nearly 7% up now after today and just flipped some profit into IQAI caught it on a brief pullback!

Gonna call the dog lucky!

What a day!

Trek

Just had to grab 100k more, market asleep got them for 4.638, will prob show as a sell. Had an incredible day at DEc so put some profit in here! Now where’s that +1p in a day rise we are expecting!

Trek

Howdlep,

Sure looks that way that’s why it’s below 5p still. Gives folk a chance to average down if they can and a great entry for new investors + TB gets to flip to shares. Everyone a winner.

Voucher soon anyone + lots of other news on phase 1, JV poss & IB news. Hoping for a nice summary in January!

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Trek

Quietly added a few here today. Overweight now. Gold should tick up ahead of Jan results giving one options to slice a few at much higher sp or hold them all imo. Let’s see where it goes!

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Trek

Blue again! Phew!

Matters not though sometimes you just need a bit of luck. RNS just dropped in at IQAI to announce FDA granted fast track status! That’ll fly now! And to think I nearly missed it watching the trading screens here!

Can’t beat a bit of luck!

Over and out for the day now!

Best to ALL!

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Trek

Well well that’s amazing news and I nearly missed it as was busy elsewhere!

So DEC dropped 20% and IQAI go up 20%…..!

IMO this is only just begging here though…!

Bet ya this is a top 5 pick for Zak Mir when he gets his New Year tip list out. He needs to catch up with us! lol!

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Trek