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I’m hoping things aren’t as grim as market is assuming…. Lots of downside prices in now, but you’d hope that the upside investment case will surface at some point?!

Sorry, similar case study I was describing related to SLN.l

Hmmm good points.

There’s a useful case study from 2 years or so ago… SKP.l Broadly similar scenario… That eventually went from 40p gutt busting depression, to £6+ … Following a license deal, partnership where 20% equity stake in the business was also taken…. These things can and do happen!

Fingers crossed

Guess you’d have to be very brave, stupid or incredibly insightful… Personally I don’t have the resources to contemplate it right now… but if I had I think the temptation would we overwhelming.

What’s the view?

So the markets are cagey and pricing us closer to Allenby’s current fair value low range… but imo it wouldn’t take much sentiment improvement to take us nearer to the 3.4p upper range!

Time will tell….

Sometimes there is no logic, or reasoning that one can see… to explain why we are where we are…

nobody is smart enough to know we’re sitting on a multi bagger scenario, but if/when it comes you’ll kick yourself for not seeing the potential. personally very happy to be invested here, on the off chance that we’re getting close to that transformational news

Gla

All depends on buyer needs / shortlist / selection criteria etc… all serious bidders will meet the quality criteria, and whilst many will appear cheaper they will also be more frequently disposed of

Whether it’s nhs or aviation… I’m not fussy ;-)

NHS wales had a massive £120m tender that closed early June… it included a specific lot for typeIIR masks… interested to see who that is awarded to…

I’m guessing sooner or later we’ll land one!!

I don’t agree… we’re around the placement value, sat waiting like a coiled spring!

Great top up for the brave / hopeful / insightful amongst us imo

Agreed! Won’t be long until institutional investors see the strength and broader value of the business imo

Yes there are still lots of detail questions we would like answers to… But compared to the vague picture we had only a few weeks ago… progress is much clearer now in my opinion.

Lucky those who had the foresight to top up at the recent lows :-))

For those who think we’ve missed the boat…

Wonder if the sentiment will continue today??

I sense a nice start to the day :-) I’m

… investors will take interest!

Nice rise :-)

My spider sense tells me we’re in for a good rise… looking forward to seeing this eagle soar!

Gla

Lots including me are under water on this now… but IMO still remains a high risk/ high reward/speculative investment….

Roll your dice, take your chance, or fold with regret…

Imo Top up if you’re comfortable with a high risk speculative investment….

That’s the basis on which I’m invested.

It all depends on whether you see the cup as being half empty… Or as many are now seeing it to be half full!

Always was and will remain a high risk investment… But personally speaking I’m very happy to be invested here…. Bring on the rollercoaster!!!

S h 1 t update this morning but reflects legacy position…

Going forwards…???