Member Info for TrekMadone

MWG - analyse sewage to look for contamination like cv19. Uses AI to analyse, look for trends population health, is testing recovery plans working etc. Surge in interest globally.

LID - sell top end non intrusive monitoring systems for ICU’s and ventilation with remote monitoring capabilities. Sales through roof in China, US also up with numbers to be released. Very likely to be taken out.

DYOR, I bought into both this week.

Trek

What can you leak? Someone has inhaled SNG001 and walked out of hospital. Yep great news but you still got to have statistical evidence to prove unequivocally that SNG001 was sufficiently dominant over the double blind placebo group with 100% efficacy to be considered viable.

What worries me more here are investors that buy a load of stock expecting eureka on Monday and then a 10 bagger. If only it were that easy! Then they sell thinking they’ve got it wrong then the buy back through FOMO having seen some ill informed press release. It’s us PI’s half the time that make AIM the casino and the insti’s know that and milk it.

I added 10k today and am heavily invested here. I have enough powder dry to double up Monday if it hits 35p as I have know idea how the SP will react. My worry is the insti’s that got the firm placing shares may want an instant profit but likewise given the oversubscription there may be plenty of others to take up the slack so we get a massive volume day and come out evens. Then on we go from there.

It would be nice if the BoD gave us an ops update to coincide with the placing but it imo won’t happen. They may know themselves how things are looking but why release info for the sake of it. They will be focusing on a comprehensive dataset as that has intrinsic value to potential suitors or (in the unlike event) for production and sales.

It’s gonna be volatile and all one can do is research, trust your research and the odds of success which look very good and remember we are cashed up and not a one trick pony. All imo.

Trek

Add to that the guys making shovels made money in the gold rush. These guys make the components for the shovels!

Trek

amazing asset! Flipping iPad can’t even use it to wipe ones arse!

Trek

Wow! Wtf happened here! Just looked in having seen the news headline on LSE. Unbelievable! Hope everyone is ok. I was in XEL big, lost big and got it back what a nightmare! ECO will come good, they have an AMA asset. Best to all.

Trek

I see that itsyou, waiting for your TR1! I just added another 10k at 57.25. More than I wanted to pay but had to sell elsewhere. Anyways I think the SP is pretty well underpinned here by PSS in at much much higher levels and a discounted 75p placing. Good time for PI’s to load up here IMO. Incidentally my re-entry into VRS is over 100% up in a week! But I have a much bigger position here and will be adding more when I can trade out elsewhere. Ssh!

Trek

I don’t think (hope) we need to worry about the conditional placing shares. SNG will be keen to have a deal of sorts by then. Imo 11m share dilution for the directors is enough, the conditional placing shares are probably there to cover manufacturing should they choose. I think it’s more of a negotiating ploy to show AZN they can be autonomous and force the best price post any successful trials or even earlier.

Trek

The key price points from memory were , 40p, 53.33 and £1... I expected 40p pretty quickly but it looks like there is something else driving this more than the 15%. Remember I said that NR would have something up his sleeve following the Lanstead deal to get over 40p I was thinking of something operational. To get the finance news is key and brilliant news in this market but enter the ops news soon IMO then it’s back to the third price point.

Trek

Trek

I expect some test kits will before ok in the labs, gloves on, face mask, sterile surface but we are talking about application by folk that have to be told to wash hands even after they have stroked their pets! Let alone understand infection control and sterile workstation. Just how do you allow for those conditions? This is not a pregnancy test there’s a little bit more to it than that.

Trek

“doubt company will remain independent for long”

Precisely who else puts two slides in a corporate presentation about M&A benchmarks. Plan here is max revenue from cv19 and sell for 7x revenue. Remember once the units are sold then in rolls the fixed rate fees for diagnostic and maintenance. All imo albeit pretty obvious!

Trek

Medical kit is flowing even in EU they have green lanes and even in Italy key factories are open. Check out DCTA last RNS, based in Milan. Don’t forget LID monitor remotely, staff don’t have to travel and this stuff is plug and play.

Trek

Hi Stoners what a great bit of re-assurance for the market. Anyways back to self isolation, I’m £10k up in cash so far. Not bad for an old cronie. Traded FTSE stock well, e.g bought the FTSE Monday sold it yesterday but that’s the last time. I am not buying or trading any FTSE stocks for a while at least until the market adjusts to earnings. Singapore GDP results was 10% down! Massive! When the US gets a cold...bla bla but this time they got a fking virus and it’s not priced in even with $1.8tn stimulus. Staying away, holding TXP though and bought a few cV19 stocks, LID, YGEN, SNG, NCYT. Gonna ride them until the US infections peak in about 4 weeks then bail and hopefully leave the top for the next guy then pile into here.

Oh if I’m doing it you can bet others are so the trading platforms will do well, PLUS, IGG,CMCX and LSE itself. These can be easily traded but not PLUS as no liquidity.

Can’t afford to leave the house! Mmmm is that bread I smell, it’s Ok it’s Mrs Trek baking. I’m sure she checked my internet history, those were the days! Lol!

GL stoners

Trek

Can you explain how you know that i’m Looking at level 2 and the 1.25m order yesterday that was filled gave a spike but I can’t work out how there is a single order. The ask is on the up but it’s fairly liquid atm. Thanks

Trek

Well I bought 40000 from the off the trade will show here in a bit, got in 15.875 was happy to pay 20p. What a little gem of a company. Ebit positive last year, cashed up and a very accretive acquisition in France, also CE registration from Netherlands about to land. And now they get to pump out primerdesign test kits. That’s a big cash injection for them with minimal capex as machinery can be adapted from out of the blue plus they get an extra injection from PHE testing capabilities. I was expecting HZD to get something similar but didn’t happen (yet) so I sold there for a small profit and put it in here. I really like this business model because it is not dependent on cv19 but will get a huge cash benefit and brand contacts to then push other products when things settle down. Very similar to LID also about to get a lift. Imo get rid of your Lloyds bank shares and put it in companies like this as Lloy is tooo risky. All imo

Trek

Yep have a snooze and when you come back in September all the excited punters will have capitulated and the price of the chips will be back to a penny.

Trek

You see this bit has vexed me...”Conditional Placing Shares and the Subscription Shares. Accordingly, the Conditional Placing and the Subscription are conditional, inter alia, on the passing of the Resolutions by the Shareholders at the General Meeting, which has been convened for 14 April 2020”

So imo, the message is they could go alone but they have split the placing in two to minimise the dilution. On 11m share issued Monday the rest subject to AGM in April. According to the AoA the board are empowered to place more but they haven’t else that would severely and unnecessarily dilute their holdings. No way are we going to see the conditional shares place. They are a sign that the money is there if they need to manufacture. One way or another sNG will be gone by then. Or it could simply be they need an outcome before raising more cash but then if the outcome wasn’t good they’d have to raise higher. The way aim work is you always try and raise when sp is highest and all the cronies get paid. All imo

Trek

Not long now for RNS to say bookbuild complete, over subscribed shares will be submitted rank parri bla bla...but that’s not the message.

The message is see AZN we can go it alone now up your offer or we’ll be talking to others and you’ll have a bidding war...

This riddle has always been one for AZN to solve and now the stakes are higher...

Do they pay now with the p2/3 limited surety or do they wait and if, the trial, is successful have to pay more or worse fight for SGN...

That’s the easy bit for the PI’s hard bit is freeing up more cash to buy more when the MM tries to force the price down to the offer price whilst all this goes on in background!

Trek

Remember the.......

From NHS news release, 9th March

Prof Tom Wilkinson’s research group has renewed a long-standing collaboration with AstraZeneca to understand the mechanisms driving the development of chronic obstructive pulmonary disease (COPD).

Building on a four year collaboration between the two organisations, this renewed agreement will provide Prof Wilkinson’s group with funding for the next phase of the collaboration between AstraZeneca and the University of Southampton, a leading centre in understanding disease mechanisms of COPD and airway infection.

Now This...from RNS..

The net proceeds of the Fundraising will be used: (i) to fund the COVID-19 clinical trial activity; (ii) the manufacture of the SNG001 drug product and other supply chain considerations; and (iii) for general working capital requirements and to strengthen the Company's balance sheet.

So AZn we’re going to pay for the COPD 2 trial but not involved with cv19. Sync have decided to fund and go alone. I reckon they’ve shown the finger to azn coz the price wasn’t right and have positioned themselves to be attractive to many suitors.

Trek

Plenty of skin in game...

https://www.marketscreener.com/LIDCO-GROUP-PLC-4003523/company/

Trek

Just had a look in and well in profit now on my 23p buys. This was so clearly telegraphed to PI’s, I know we didn’t get a primary bid opportunity but I think he sounded us as best he could. Well done BoD, onwards from here.

Sold all my ft100 stocks today having bought Monday (again). They may get another lift following the feds package when the street opens but a 20% bounce for ft100 is enough. The hard work is yet to come when America wake up to 1000’s of poor people impacted by this and realise that you can’t spend your way to health by Easter.. Shocking the lack of measures!

Try ringing Lloyds Bank the call platform can’t even cope. Try going to a supermarket, sure shelves are stocking up but they can’t get the footfall through the shops.

The Chinese are gonna milk this (ostensibly) as much as possible. Russia gonna push poo again. US in for a big economic hit. Against this macro little old financed, innovative disruptive tech stock Vrs could be one of the safest places for your money! Certainly safer than Lloyds or the big divi insurers or even the retailers. Even Gsk can’t get ingredients for paracetamol, albeit healthcare and utilities is what I would buy when I decide to go back in.

Trek