Member Info for Trinityman

May offset some of those SNG losses Doc!

Medium to long term hold for me - dare I use the phrase 'bottom drawer stock'?!

Patience and more patience required with these junior pharmas.

Good to see you and GG climbing aboard.

ATVB T.

Hi Doc, good to see you posting here.

I've bought and sold these over the last 2 - 3 years and am buying again at these levels, as I struggle to believe this won't be eventually bought out at some stage.

AGL shares similar traits to one of your other holdings SNG (and also POLX and PHE to some extent, along with several other AIM shares) in that there is a novel product/ technology, but zero commercial acumen within the boardroom, although the recent changes here may alter that going forward - time will tell.

There was a recent online Q+A session with the CEO here, where he actually smirked at one of the pi questions, his arrogance, poor public relations and inability to commercialise has done nothing for the share price and LTHs currently sit in limbo waiting for news, as is often the case with this type of share.

I wish you and all other holders nothing but the best, whatever you decide.

I read this and a handful of other boards on a daily basis, but have deliberately stopped contributing for a while, as there is very little constructive to add at present.

ATVB T

'We just want to know how we’ll recognise YOU?'

He'll be the one in the straightjacket with the warden next to him.

He said he was a regular company 'insider' - I think the meaning was lost in translation,
probably meant he'd been 'inside' more than once.

Aether:

Re your post from last evening, ‘How much will this rise?’

To answer that question, you need to look to the past:

17/07/20 – 36p

One week later

24/07/20 – 203p = + 460%

A month later when the ‘late money’ came in

21/08/20 – 246p

Bear in mind this was in the middle of a global panic when so-called ‘covid stocks’ were all the rage.
This rise was on the back of P2 results and many investors thought SNG would be fast tracked to stardom on the back of an EUA.

The next inflection point(s) can only occur with Strive inclusion and/ or P3 announcement, I doubt the recently announced studies will move the share price to any significant level.

Successful Strive/ P3 results for a novel broad spectrum anti-viral will see + 460% and then some – But from what level?

If Marsden does his job and gives regular upbeat messages (unlikely) to market then maybe this will move up from a decent baseline, if not this will wallow in single figures.

Get the tea leaves out for that one Aether.

Fruits is holding out for £7.

Richard Marsden is hoping SNG will be taken out for circa £40 (unlikely).

Take your pick.

If Strive/ P3 fails (unlikely) SNG will likely be de-listed from AIM and taken into private hands.

One for the patient investor who can filter out the daily LSE ‘noise’ from the menagerie for another 2 -3 years, not for the faint hearted.

Dictionary definition - ‘Menagerie - A strange or diverse collection of people or things’.

ATB T

Well that didn’t take long.

https://apnews.com/article/first-republic-bank-silicon-valley-fdic-5ab48702b7136d42f73ac13e0a20955d

Taken over the same day by the shadiest of all US financial institutions JPM, in order to avert panic in the markets.

For me, the most salient comment in all the articles covering this story is:

‘The bank’s shareholders are likely to be wiped out as part of the deal’.

No surprise there. I doubt this will be the last.

Biden says the US banking system is ‘safe and sound’. Are you reassured by that? – Ermm…

Why is this relevant?

Macro events like this trickle down to affect micro markets around the world, including AIM.

Sorry to say, this is not going to be an easy ride for any of us this year.

ATVB T

So what did we learn this week?

Richard Marsden is still alive.

This is a bottom draw stock.

No need for an EGM, as there are funds available for the foreseeable.

SNG continue to ‘go it alone’ (more or less).

There is no SPAC on the horizon.

Annual financials RNS don’t include detailed plans, only a ‘broad brush’ summary of the year and outlook.
Meat on the bone will follow separately in due course.

99% of this board knew most of the above before the latest RNS.

So what else is confirmed?

They have a plan.

They have a deep understanding of the mechanism of how their drug works.

They know exactly which patient types to treat.

They know at what stage to use the treatment.

In other words, after two decades of research/ studies/ trials, the science is nearing completion.

If you like to play the ‘hokey cokey’ with your shares (in out, in out) Friday was a good day to sell, as the price will begin to drop steadily once more, as yet another period of silence begins.

The only thing that could possibly catch you out is Strive inclusion, but as a melting glacier moves faster than the staff at Strive this is unlikely anytime soon.

A good opportunity to average down yet again, there have been several over the past year or so if that’s your style of investing.
If not, expect a Spring/ early Summer lull, as details of the new studies will probably be announced and conducted in the Autumn/ Winter months.

No doubt their will be an RNS informing us the luminaries at SNG are beginning lap 2 of their global presentation jaunts soon.
There will be the usual ‘copy and paste’ comments from the usual posters expressing their displeasure.

I’m still in no doubt that this drug will eventually reach the lungs of those poor souls who need it and we will eventually reap the rewards. The key word here is ‘eventually’ and as the average AIM investor’s attention span seems to be 3-6 months, nerves of steel will be required, especially if you read the comments on this page on a daily basis.

Finally, the online mentors that I follow are all advising that at some point in the not too distant future, you and I will have to deal with the small matter of another global financial crash, due in no small part to the looming liquidity and banking crisis, which will dwarf the Lehmann Brothers episode.
I’m told another US bank will fail shortly, with the accompanying bail out to follow.
More on this another time.

Put this on the back burner and enjoy the rest of your bank holiday, mine is already over, back to it tomorrow for me.

ATVB T

Doc83 – Re your 16.20:

It was me who quoted Geraint Anderson, as I thought his view would carry more weight coming from an actual CEO than a mere retail investor like myself.

That post was some months ago, when I thought Marsden hadn’t given an update for some time – Still waiting!

No remaining SNG investors need their hands holding, but we should be updated with progress (or lack of) every quarter as a minimum. This isn’t impatience as some have implied, to me it’s a matter of respect for those who handed over their hard earned folding to help get the company where they are today.

We all know how AIM works, in the initial stages of development the CEO will court investors with the juicy financial carrot at the end of the stick, in order to accumulate seed capital. They appear regularly at investor events/ presentations and are quite willing to chat to you face-to-face if they think they can prise a few quid out of your hands.

Marsden’s carrot had a £40 sticker on it at the time, the BOD spend the money on research and then put you down the pecking order of importance. I don’t have a problem with that, as that’s the nature of AIM companies.

Seasoned investors will have taken 75% off his carrot and weighed the risk/ reward ratio. Circa 50p to £10 for a drug that showed obvious promise, but at the time didn’t have significant trial results to back it up seemed a decent speculative investment to me at the time – anything else would have been a bonus.

I took the bait back then in a major way, the poster ‘Dactions’ was in well before then, the very essence of a ‘long term holder, never sold a bean’ investor. He was present at the presentation on the link below where Marsden offers the bait (scroll to 13.30 mins and watch for 60 seconds).

I think Dactions and those who invested in the early days deserve something, anything to keep them in the loop.
I doubt any of us are holding our breath for a paradigm shift, but something concrete to ponder over would be better than the vacuum we have at present.

Many thanks for your regular contributions by the way, when I read this board during the early evening you and one or two others have already posted what I was thinking, so saving me the trouble!

https://www.youtube.com/watch?v=BzK7lCjN6Jw

ATVB T

EC - Could you ramp this up a bit more, you really aren't trying hard enough.

Only 6 posts this morning, no slacking on the afternoon shift now. :)

T

The general mood of the board and relentless ‘tit for tat’ bickering from the usual suspects is almost a mirror image of 2020 between March and July before positive results were announced.

Silence breeds uncertainty and that’s when the mind games come into play.

These are largely pointless, as this board is mainly made up of a mixture of LTHs who fundamentally believe in the company and science and will stick it out to the bitter end and also LTHs who are so underwater they cannot bring themselves to crystallise their loss, with a small mixture of undesirables in between.

Some of the names have changed, but it’s the same old same old. This is all looking a bit binary now, a lame (but not dead) duck or we’re off to the races again.

Thursday can’t come quick enough, this endless positive/ negative speculation by retail investors is painful to witness.

T

Continuing the news blackout thread, doubly frustrating that my only two AIM shares have performed in the same manner over the past year, with both having striking similarities.

Both have a novel product that can benefit patients and have commercial value.
Both share prices have fallen steadily and heavily, mainly due to the CEOs making no attempt to update investors with their activities.

Both boards have seen unrest and questions being asked as to why no updates have been forthcoming.
As we all know the market hates uncertainty, leaving LTHs of both boards at the mercy of the ‘undesirables’.

However, this week the other company decided to address investor concerns by issuing the following RNS:

‘….is pleased to announce it will be presenting via the Investor Meet Company platform at 11:00 am (BST) on Friday 28 April 2023.
The presentation by….will give existing and prospective investors an opportunity to hear an overview presentation of the Company's current activities and strategy. There will also be time allocated to answering questions submitted by shareholders and interested investors.
Questions can be submitted in advance of the presentation via the Investor Meet Company dashboard up until 5:00 pm (BST) Wednesday 26 April 2023. Questions will be grouped and addressed under key themes.’

This presentation will be given by the CEO and Finance Director and, IMO, is exactly what Synairgen should already have done or at the very least should be doing in the near future before the obligatory AGM.

Conducting presentations remotely is relatively inexpensive and gives investors who wouldn’t normally be able to attend in person the chance to be involved and ask questions.

I remain convinced that quarterly updates would have gone some way to halting downward pressure on the SNG share price, so that when a re-rate occurs, it would have been from a healthier position.

The old argument that a CEO should not address shareholders unless they absolutely have to, for fear of damaging the share price has been blown out of the water by these two companies.

This is what silence does - 26p to 7p in SNG’s case and 156p to 17p in the other.

Hoping for some sort of glimpse into SNG's future from RM this week.
His appearances are becoming as rare as hens teeth.

ATVB to us all this week, here's hoping Thursday won't leave us with more questions than answers.

T

Sakura – I’m not here to question your credentials, CV or indeed your motives for returning to this board after such a lengthy absence.

I would have thought you had given it your best shot at educating/ warning the ‘ill informed majority’ at the time and simply left it at that.

I wonder if you give any credence to the following:

William Fischer, M.D., University of North Carolina (UNC), a lead investigator of SNG001 said: "These results, including a decrease in hospitalisations and adverse events among participants who received SNG001, are promising and warrant further investigation in a larger Phase 3 clinical trial.”

In light of this, you can probably see why your reappearance may have caused a certain degree of scepticism.
Probably best leaving us poor souls to our fate from here on in eh?

T

DocD - I have reported the post you quoted and requested the individual be banned for direct personal abuse, swearing and trolling.

Aether - As you know, the link you regularly post was originally provided by myself, along with a considered piece on the relevant subject matter.
The problem at the time of writing has largely (for now) been eradicated on this board, so no need to keep pasting at present.

IMO Mr Costs/ Macosta does not fit the criteria, but he does have a clear negative agenda - there is a difference.

May I respectfully suggest you try using the filter option yourself, it works a treat!

ATVB
T

Professional: Not invested, not a trader, not an insider, not going to the AGM.

21 posts in a 12 hour shift yesterday shows the level of obsessive/ compulsive behaviour.
Another one with only the screen for company.

He has found a platform – It’s you! That is if you are gullible enough to open up a pointless conversation or tick his posts.

I took him off ‘filter’ to see why GGGG21 was showing an interest, but of course it was another chain pulling exercise designed to keep the attention seeker front and centre of the board.

Back on filter again, I suggest you do the same, then he will leave and pretend to be invested somewhere else.

T.

During the dark days of Winter, I posted a couple of times that I didn’t expect any significant news to be announced until the daffodils were flowering.

Well, spring has sprung, the bears are out of their caves and the animals are out of their burrows, but there is one species who hasn’t yet made his appearance.

That most secretive of all creatures, the lesser spotted Marsden.

Rarely seen on our shores anymore, this shy, hairy fellow has occasionally been spotted in North America over the past year, but must now surely come out of hibernation and make his long awaited UK appearance.

The LSM might explain to his patient collection of ‘mushrooms’ why the share price has risen over 80% in a week, preferably before the May blossom is out.

I’ve invited the BBC Springwatch team down to Southampton to film the occasion, just in case the LSM’s snout pokes out of the ground. Rare footage indeed for the archive.

Maybe the mushrooms will be allowed to see the light soon?

ATB
T

Good to see you posting here gg - Novacyt, Synairgen and now Angle.

ATVB T.

wpa5 – Re your comment @ 12.04:

‘I don't know which I hate the most ... the cyclical return to BB infighting and Pythonesque taunts or the deathly silence when everyone turns off for 24 hours..’

It’s frustrating to see the ‘usual suspects’ suckering genuine posters into pointless bickering over the last week or so. These individuals should really be on everyone’s ‘filter’ list by now.

All I can see are half arguments, so I took three of these off filter for 24 hours and was surprised to see experienced posters still falling into the same old trap.

AndyBe4, Fanifesto, Scinv – All posting stuff (anything) to generate a reaction, keeping them front and centre of the board, in order to maintain their own false sense of importance.

The content is irrelevant, just so long as you keep arguing, so they can tell you how right they are and how wrong you are in a condescending, belittling manner.

The first started their response with, ‘Shut up you child’.

Do you speak to people like that? Of course you don’t.

The second subconsciously admitted what their primary objective is by replying to a respected lth with, ‘I thought you had filtered me.... No you were just trying to make out my opinion did not matter.’

There you have it from the horse’s mouth, all that matters to these people is ‘that my opinions matter’.

These could be positive, negative, cross ramp – Anything, just so long as you keep replying.

The third, well where do you start with this fellow? Suffice to say I have asked for his removal once more, explaining that LSE had already banned him for unacceptable behaviour a couple of years ago.

Shunt these three into the sidings with all the other irrelevants, they really are not worth your keyboard time.
They have zero interest in your views, I suggest you reciprocate with immediate effect.
Use the filter option and turn their words into green rectangles.

These are now back on my filter list of 38, start compiling your list today, it’s very therapeutic.

I believe SNG are coming into the vital ‘make or break’ phase of development, so this is no time to tolerate antagonistic narcissists.

Joe Walsh debut album – 1976 – ‘You can’t argue with a sick mind.’

A man clearly ahead of his time.

ATVB
T

Professional @ 18.55: 'Just not acceptabele'.

Neither is your spelling.

Probably getting mixed up with the Barcelona winger Dembele.

Also, I go away on holiday for a couple of weeks and notice with dismay that the board have let the 'worst of the worst' slyly wriggle his way back into the fold.

I successfully requested his account be deleted two years ago, but of course he showed his utter contempt for you and LSE by signing in with a barely disguised username '-temp.'

Claims to have 15 years experience in drug research and development, but can find the time to type 89 posts in 30 days, purportedly from his central London garden on sunny days - Of course he does, of course he does..

The drug development will most likely be weed grown in his Bermondsey basement flat (sorry Bermondsey).

STOP engaging with this individual, he will drag you into his nasty little vortex and you really don't want to go there.

T

From January’s RNS:

‘The management team is focusing the Company's resources carefully and expects 2023 to be a further year of progress for ANGLE in preparation for rapid expansion’.

I thought the ‘rapid expansion’ was relating to Angle finally selling one or two Parsortix cassettes in clinical settings around the world, in order to make a profit.

Turns out AN was referring to the number of shares in issue going forward into 2023. I must have misunderstood the context - Stupid me.

T

Macosta -

You have a perfect right to air your views on here - no one would deny your right to free speech, even if your view conflicted with others.

The issue is you air the same view 15 - 20 times a week, clogging up the board with repetition.
Imagine what this board would look like if we all posted the same viewpoint as often as you - the board wouldn't be worth trawling through on a daily basis.

The frequency of your posts gives the impression you have personal issues with your financial loss or that you have an agenda.

'Less is more'.

T

Macosta –

‘very successful in all aspects of life’. Apart from the aspect of ‘anger management’.

Just 15 negative posts this week.
If you sell some of your 500,000 shares you could go to anger management classes, then you wouldn’t need to spend so long on here and you could be even more successful in other aspects of life, like stock picking for example.

I don’t think you will be totally fulfilled until you witness Richard Marsden strapped to the main mast of a burning barge, being sailed down The Solent and into The Channel.

This is AIM and if you didn’t take out a portion of your profits or at the very least your original investment on the spike, you only have yourself to blame.
Only you press the ‘buy’ and ‘sell’ buttons, take it on the chin and move on or sit tight and see what happens like 99% of the board, but for goodness sake stop with the agenda driven rhetoric.
We ‘get it’, you’re unhappy – we’re unhappy.
I have my filters back on and I’d hate to add you to the list.

DocD –

Don’t poke the old trout, it will only start posting again.
Lost to Ghia – Outed by my associate – Dumped by Tommy - Ouch.
Remind me of Aether’s catch phrase again.

By the way, totally agree with your current assessment this week.
The pub beckons, you two have a good evening.

T