Member Info for TrekMadone

“ March 9, 2022 MCW News - Kathleen M. Schmainda, PhD, professor of biophysics--in collaboration
with Jerrold L. Boxerman, MD, from Brown University; Christopher Chad Quarles, PhD (contact PI), from
Barrow Neurological Institute; and Leland Hu, MD, from Mayo Clinic-received a perfect score of 1.0 on
a new multi-principal investigator R01 grant application titled "Establishing the Clinical Utility of a
Consensus DSC-MRI Protocol" from the National Cancer Institute, resulting in a five-year, $3.5 million
grant.”

Wtf is going on here. Is this a new grant going by ‘new’ and date of tweet.

Last grant was for £3m in 6th April 21 RNS for two years.

If it’s a new grant should be RNS. If it’s old the numbers don’t tally!

Another email to Michael!

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Trek

Funny thing is if there was a TR1 at 10% sp would go nuts!

This is actually better as it makes divi more affordable, reduces the core holding etc

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Trek

Well 50 posts here today. That’s a nice lift in sentiment. Part of the objective of the RNS. A much needed lift for holders!

Pity we didn’t hold on to 1.5 that would have been nice.

Don’t know if this news will put a floor under the SP.

I think it’s investor fatigue that does the damage here rather than shorts. If they can keep putting out similar updates even via reach that will hold folks interest until we get a blockbuster RNS.

All said this share can have a mad run for little reason, often a couple of weeks after an RNS.

We could really do with some regular newsflow else the drip will be back on!

Did I miss the proactive interview?

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Trek

At last a lift!

It’s like folk need to follow the market rather than read the balance sheet themselves!

Oh well, nice and blue now me thinks as long as macro behaves!

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Trek

Averaging back in now. Not saying it’s the bottom just that it could have but didn’t tank much more which is a good sign!

Just a foot back in!

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Trek

The undisclosed partner could be key as that usually means sharing of costs or milestones as well as tech.

I thought the RNS was it’s a ‘we are still here and making progress’. An important update in recognition of long suffering shareholders…

Having successfully demonstrated CBR in vitro against sars cov 2 it is still a big step to in vivo studies. Note they say they are ready to move to the point of in vivo trials and we will get more updates. Clinical trials is a big step and this is a much needed holding RNS. I look forward to those updates.

The RNS is appropriately cautioned with ‘ likely, may, could, potentially’. Whilst worded positively it is interesting to see the data that some posters latch on to.

It’s an encouraging update and much needed coms to holders not imo but not a transformational RNS that some may hope for.

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Trek

Undervalued on every metric apart from the one that matters. Sp!

To think that cash is king. This market is nuts!

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Trek

Buy back announced! 29m shares max. Last orders today for 10-12% divi!

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Trek

Well all pretty much bang on guidance.

620MW was a nice lift and slightly ahead on meter instals.

CaRe looks promising but lacks concrete data imo.

Worth averaging in for an inflation busting divi increase.

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Trek

8am call with results and on a Friday. I like that. Good management discipline!

The little details!

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Trek

I added a small amount into the close, 2k followed by 1k. Couldn’t get the 5k I wanted in one hit. NT after that for any buy. Obviously could sell np.

I just wander if we get funding news soon.

For sure it’s difficult to get cash with rising rates but likewise so are commodity prices rising.

If the BoD pull off the non dilutive finance soon then there is already next to zilch stock available because of the low float.

Commodity and energy security is an emerging theme especially in the US.

43p was the low ish… 84p the intra day year high ish.

Funding is the skeleton, fix that and absolutely no idea how high this could go as all bets are in play!

Going to be very interesting this one!

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Trek

It’s turning as I predicted. Look at that huge £2m UT trade today!

Back for more tomorrow. Keep the average under 250 and should be able to offload some at 300p me thinks! That’s the foot of the last drop.

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Trek

They aren’t hiding info. Non uk issuer box ticked so they needn’t have RNS’d until 5% was crossed.

Read into it whatever you will but we don’t know.

“ From FCA handbook....DTR 5.1.2 sub para 1

“(1) reaches, exceeds or falls below 3%, 4%, 5%, 6%, 7%, 8%, 9%, 10% and each 1% threshold thereafter up to 100% (or in the case of a non-UK issuer on the basis of thresholds at 5%, 10%, 15%, 20%, 25%, 30%, 50% and 75%) as a result of an acquisition or disposal of shares or financial instruments falling within DTR 5.3.1 R“

https://www.handbook.fca.org.uk/handbook/DTR/5/

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Trek

I sold a few today. Had to break the trade down to 2ks, MM’s wouldn’t even accept the EMS!.

Just took a few off to protect my average as the SP has hardly moved after the asset news.

Will feed back in later.

Good luck with your investments

Trek

JHFH,

I think you will find the HL, ii, AJB accounts are nominees. Nominees can also include institutions as well (PXC is an example where I had that confirmed from the BoD) but it tends to be mostly PI’s.

My personal view is lots of PI’s would have traded down or out of high beta biotech/mining and small cap stocks in general.

You only have to look at the graphs! I track 30 biotechs there are few that are up over a year.

Many PI’s given the horrid situation in Ukraine would have headed for cash or at least yield. I am getting 7.23% average from a range of 11 holdings. All have divi’s well covered and the chance of capital gain.

So an alternative investment has to have a very compelling case to attract money atm especially new money which is needed to turn the SP dial.

Today’s bounce was pretty predictable, not necessarily today but it was always on not just here but elsewhere as well. But even at 1.4 it puts us down over 10% mtd and it wasn’t long ago a similar bounce would put us in the 2’s.

Anyways I had traded down to a level that I am happy to hold whatever the outcome and happy to call it as I see it.

More chance of 4p than 0.9p at these levels imo but I wouldn’t rush in to buy a spike. Still better to pick ‘em up on the dip and average in over time especially given the global events even if that means paying more.

News has value and should come with less risk even if you get less shares. It’s still early enough on the journey to gradually build a position for what could be a longer term blockbuster.

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Trek

I know it’s main, apologies, just behaves like aim. Easy to forget even SMS is AIM thought that should be MAIN. Job telling the difference in this market!

Not sure on a curved ball though. If so better take the ‘rose tinted glasses off’ and look at the admin run rate!

Yes I do hold. Just not a sycophant!

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Trek

Sp has stood up well recently probably because already pulled back following trading update.

Shouldn’t see much change. Slightly ahead of guidance at 85.9m in the bag already.

Getting grid scale batteries in is the one to watch esp given the ‘low wind’ period.

Smart meter delivery and upgrade is finite. Plenty of work atm but it’s batteries we want!

Could also do with a main market listing as some insti’s won’t touch AIM.

Good quarterly divi here with a 10% hike recently albeit whilst the revs are predictable the growth outlook has tapered.

I think a safe buy/hold, my average is under 7 but am a buyer sub 750 if market holds as this one now has good defensive qualities. Akin to GLO but their numbers and geo is better.

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Trek

630 in for a day trade on the intra day dip. Looking to exit at 642.

If stuck don’t mind holding!

Trek

“ but will also confirm they require no additional funds before proving clinical proof of concept for at least two candidates, CAR-T and CDX.”

Not so sure on the funding before poc for both candidates. I have the run rate taking us to July. Don’t get me wrong I am not worried as I think any raise would be at a higher SP.

Anyone investing in AIM knows full well that one of the primary reasons for companies listing is to raise cash so don’t be surprised when they do. Investors just gotta try and navigate that as best they can.

I would consider buying at the recent bounce off of all time SP lows about as good a navigation as one can make but I wouldn’t be surprised by an earlier bookbuild or better still a partnership or even a grant.

Certainly an interesting few weeks ahead.

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Trek

Just dipped below 80p. I had a sneaky feeling this may do that again.

It’s fine for us LTH’s that can ride this but it’s new money that will turn the dial on the SP and imo PB has gotta do a much better job as an ambassador. The problem with changing to under promise and over deliver is the SP aligns with under promise!

Just get to work and hit the market with regular positive newsflow instead of all the noise we keep seeing of late!

We already had the formula to deliver good engagement. Just get back to basics!

Feeling for those underwater here now!

One way or another though the asset will come through it’s just a question of when!

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Trek