Member Info for TrekMadone

Wait for RNS, it’s logical RNS first FDA site after as this is so significant. Be encouraged that there have not been any big delayed sells thus far like at IMM before their readout. Seems insider buying is a no no but dumping is ok. Trek on that note off to the loo!

They always catch those clever folk out on AIM. Well done to all those that took profit at 5p, now what you gonna do? Mmm and to those that were waiting and waiting to get in sub 4p and now paid 5p making the assumption 4p is now history. So difficult to time the market. Gotta have a plan where you see value and stick to it coz AIM is brutal. Trek bought at 8p and luckily kept powder dry to average down three times and is now at last in the blue and 80% invested here. 20% for safety buffer after next drill, or I may just buy on the next retrace if there is one coz I see a lot of value here sub 8p, same as before so to me 8p is fair value until we hopefully gush. Trek, lucky 8

Possibly the worst result for all. Open down 5 peeps sell. Peeps buy get to Plus 5. Those that sold and were glad they did now wish they didn’t and then it goes down again to finish little changed and we all wonder what the fuss was so get back to actually reading the news and the strategy rather than trying to second guess the sp. There really isn’t any new news in today’s update and when you think about that, at this stage, that’s the good news. Trek, clever old AIM

There you go sp down 4.5, spread 5p on zero sells. 8.2% spread. Sp is just the spread. Trek looking forward to news.

4 x OILQ trades on the bounce. Very unusual, these have had to go to brokers for negotiating as cannot get live price. IMO SP here gonna jump all over place now and show wild % but it will be mostly spread. Just wait for news and buy any dips. Each trade could pop the sp severely on little volume. Trek.

Not sure we can say this is a seller. More of a delayed reaction to RNS. Some profit taking some getting in hopefully before £1. Sp looks like it wants to have a go at recent highs again and many folk would want to be in sub a quid if they can. Volumes still low and sp moves disproportionately on low volume due to low liquidity. Just let the news flow ease the investor fatigue. It’ll come good soon. Trek, sanguine, wtfdik.

The ALGO sells are getting bigger now. They have to be to counter the buying volume. 50k 26k sells. Someone has a large pot of shares to dump, albeit probably at a profit to keep the price pinned.

https://www.londonstockexchange.com/exchange/prices-and-markets/stocks/exchange-insight/trade-data.html?page=3&pageOffBook=0&fourWayKey=GB00BVVT4H71GBGBXAMSM&formName=frmRow&upToRow=-1

For whatever reason they don’t want this running away with itself. Why? IMO if you are going to bid millions for a company you want to offer a premium from a lower SP point not a higher one. Also if the result was negative you would have sold some at a profit and no doubt other options would be hedged accordingly. This is big league NASDAQ, LSE meets AIM. Money is not an object it’s the object and we PI plebs are just in the fking way with all your internet knowledge and social media sharing. Leave it to the city boys move over ffs! I hear them say.

Re leaks. There’s usually someone that knows first, often it materialises at the death of trading but so far there have been no large sells or buys, just the £53k trade at 12:02 and that was a UT so so far all good. Tick tock...

https://www.londonstockexchange.com/exchange/prices-and-markets/stocks/exchange-insight/trade-data.html?page=3&pageOffBook=0&fourWayKey=GB00BVVT4H71GBGBXAMSM&formName=frmRow&upToRow=-1

Trek, City boy spoil sport lol!

Re Map partner, an appt would probably give a SP lift because it is so overdue now the market has doubts in their capability to deliver. As for a raise I think we are still ok for cash, after all, they haven’t exactly been selling IMM much, just enjoying the Christmas break.

As for.....

“There is no way a fund rasie would generate any cash at this point!
How on earth would those that bought in at £1.44 during the last rasie feel about such an idea”

The answer to that one is easy. This is AIM no one gives a sht! Trek, no room for emotions.

IF IT HELPS..... my top up of 4711 shares this morning shows as a sell. It was a buy. Trek without fingers crossed

I wouldn’t be surprised if a few are flipping IMM for MTFB, Motif Bio today. Both are a similar DNA gamble so just as well role the dice there for tomorrow’s decision and then flip back here...Trek non identical twins.

I looked in in case I had missed an RNS for the 5p rise today! Lol! Trek on deception.

That’s nice to see a delayed trade of 100k buy, £68.5k just, dropped in. Trek where’s the source, mmm

So the price has dropped a little today. I believe that is on profit taking and risk management. The SP was available in the 30’s for a long time so quite a few folk may have been happy to cash out with 20% or top slice. The indicative sells and buys today have favoured buys and as yet no big delayed sales. Those in IMM May remember that before their ill fated readout there were massive sells published the day before, that is several over £100k. Here today there have been two £50k ish trades one a buy the other a sell, the rest of the larger trades were mostly buys. Source HL. I therefore think today’s brief drop is a normal trading patter but don’t get me wrong if I see £100k sells dropping in or massive delayed sells my view will change. Trek water tight

https://www.hl.co.uk/shares/shares-search-results/m/motif-bio-plc-ordinary-1p

Yes the SP reaction is so frustrating, they say aim is news driven, well I follow lots of companies and I think its value now almost without the risk. It seems that a share is range bound for ages and then rerates in the blink of an eye. There are always exceptions but it's as if the market is playing on investor fatigue to maintain liquidity. This is not some bullsht oil company with lots of talk and no money. These contracts, patents etc are real and after the last raise that we could have even got by without we have money. Value will out. Trek don't blink!

Meant to add. DYOR, Trek but we are all grown ups here. Back soon.

Off topic... hi Brynjon another for you list, having done so well with DCTA in such a short time check out Motif Bio, MTFB, FDA sign off for Icalprim a new wonder drug for ABSSSI. They have already completed phase 3 trials and the drugs efficacy and safety has been recognised. This is the final bit before commercialisation. Shares are 41p and lots of early investors are at 50-60p. BoA has a huge holding, the SP has been blighted with ALGO trades and as a result the SP has done doddle squat despite all the amazing progress the company has made to get here. Shares are dual listed on NASDAQ so could be an afternoon RNS possible Wednesday. Trek on drugs.

Yes if that was the clear strategy but unfortunately ours is to go alone thinking we can until such time as our had is forced. I mean they haven’t even appointed a MAP recruitment team yet! All those people that could benefit, the mind boggles. I think we are at that point of realisation now. We need someone that can deliver and a clear path to patient and shareholder value. I hope we are surprised but I doubt it. Trek on my second shirt!

I do think it’s a bit of a finger in the air, they have pushed it back based on the delay in 7 completion. It’s more commentary.... For me it’s the long term that is exciting. Accepting 7 completes....100m odd in revenue in 2020 from where we are now is not long to wait. There are not many companies out there looking at that sort of monetisation from a virtual standing start. Obviously not without risk. Trek.

Shore is forecasting revenue of USD186.0 million in 2019, which would be Savannah's maiden revenue. This is expected to surge to USD344.2 million in 2020.

As a result, the broker expects Savannah to swing to a GBP30.0 million pretax profit in 2019 from a USD35.9 million forecast loss in 2018. In 2020, pretax profit is expected to surge to USD106.2 million

The rosiest thing I see is the market, efficacy and safety of Lupuzor and its potential other application for the P140 platform. For me that intrinsic value, albeit difficult to price, is much higher than the MCAP of IMM as it stands. That's the view that gives rise to a market but unfortunately there is no point in having formula 1 potential and giving it to Joe Bloggs to drive. You need a formula 1 team to release the potential here and that is where the effort should be now. Bringing in a partner or selling up. Trek missing gears.

“......Following analysis of the regulatory processes in EU countries, it is planned to begin patient recruitment for the programme in France and UK and then roll out to other EU countries. Further updates will be provided as appropriate.....”

Just how long does it take to analyse a regulatory process? One would think you would kick this off well before the Brexit leave date. Not being political just surely sensible. One wouldn’t leave contracts on hold until after, would you? So are we done analysing? Are we now recruiting? If so who is doing the recruiting? I am a holder but time is ticking on now and my rose tinted glasses could do with a wipe! Trek.