Member Info for Uncanny

Urm friendlyface, 401 prolonged late stage lung cancer patients with 300 days extra life to be around their families and loved ones to say their goodbyes etc. I’d say that is worth more than £5,000 on a global scale.

A buy out has to be by shareholder approval and as most are under water here anything south of 5p is a non starter, even 6p or 7p.

What Freddy and D1 has said is interesting. What have we had previously - good update, spike then dilution from placing in to any strength. What do we have now - a reversal of news-flow: finance deal announced with dilution first (not as previously), but what next? Bring it on VAL! Perhaps now in a so-called “pivotal stage” are we going to get something we can get our teeth in to and a sigh of relief that VAL’s fortune turns around? Having looked at others bios in the oncology field, game changers can happen. As Noise said before, can you just imagine if 201 goes for $100 to $200mn in a jv or trade sale or even more? Seen other bios in JV receiving $250mn plus! 401 is a lame duck IMHO and Suzy working hard to get to the magical $20 - $25 mn to finance a P3, but maybe a $10 - $25mn all inclusive deal which would get VAL’s money back from investment plus a nice bank top up, albeit at 55% share. That on its own if successful would cover our recent funding. 101 and 301 several years off, but 101 financed and 301? Not ramping and these are my ‘hopeful’ thoughts that we often forget. I am a half full man and too many half empty posters which l can understand from history but perhaps the worm has changed.

Freddy, exactly. 2mn sales in parcels would kill the SP even more imho, so who is lined up to absorb the sales, just pi’s? Possibly you are right Freddy - loan from one arm and buy back from the other to switch ownership EHGO ——> ABO? Valju, l don’t know what is going on from behind closed doors, but always up for a meal! The lending facility is 100% transparent as we have seen from the RNS so we know where we stand on a worse case scenario or if VAL just take the 8 tranches to meet the caveats to be in a position of strength, cancelling the rest of the facility and staggering to drawdowns. Like him or loathe him, l understand where GM is coming from on a position of strength footing which shows to outsiders that VAL can take the remaining non IP to P2 which don’t have LoI / JV in place as yet, albeit with dilution. The 101 / BIT jv with ABO - we await the details, but think it is quote clear from a laymans perspective that they finance and VAL proceed with the science. 401 has two LoI and we have been told potentially 4 more suiters to sign up - we need to know details. 301 - long way off unless something has been tee’d up already? 201 - the big one and nearest after 401. What were the escalated dose results - need a prelim update, plus VAL stated that because of the safety and 25 yr history of the original formula this could be accelerated and possibly an early farm-in. Lots of speculation, conjecture and unknowns but soon l hope we will be put out of our misery. Expecting An RNS update(s) pre-AGM to put us out of our misery which has normally been the case as a sweetener, but this time we don’t have to expect a placing or other financing strategy as this was RNS’d in April, so over to you BOD’s?

TBH, l’d rather get answers, updates and clarity than build walls, becoming a them and us type relationship which ia ‘t constructive. Two wrongs don’t make a right so lets back on to a new footing. Ultimately we, the new investors, BoD, cancer sufferers, regulators and JV partners interests are all aligned - all want VAL to be successful. All IMO

I suppose IP won’t sell or doesn’t work either etc. May as well get it all out in the open ahead of the AGM, so hopefully we can draw a line under the rumours.

Scooby, could you summarise what you have been sent please and by whom, don’t need names or details, just the sources - twitter, PM, BB’s AND info - consolidation, going private, run in to the ground and take the IP etc. TIA

Who said consolidation? Yes, understandable that EHGO want their initial investment back and then the balance can run for a free ride. A bit like us selling out our original investment and letting the profit run. The value to VAL shareholders is the patented IP and progressing successful CT’s and then commercialising to unlock the value - thats what we wait for and hopefully this is the year where we see that. The key is at what level your average price is, whether you B/E, make a profit or have to write off. Whether l buy now or wait for consolidation (who said anything about consolidation) is irrelevant as l will still be the same % loss down.

Dracula, the difference like it or not now is that if the facility is agreed upon, VAL potentially don’t need any financing for +2 years, so no need to release positive news in which to absorb a placing - that will have gone. RNS’s will be for RNS’s sake rather than a fabrication to get a fund raise away. That part IMHO has changed which to my mind was everyones main gripe about VAL - good news, disappointment and then dilution. Hoping for good news on 201 P1/2, update on 401 LoI and more detail on 101 LoI. Forgetting about EHGO selling down, the rest has been buyers: 1. Existing buyers averaging down? 2. Punters simply speculating? 3. New investors? 4. Somebody taking a position? Plus who is soaking up EHGO stock, the above or as SCAP seem to be controlling the soak up of EHGO stock - who is their buyer?

Hope so Dracula, or stella figures on 201 CT?

Yes Dracula and that is a sad reality of investing in a junior bio too early. I do sympathise with those investors. Good question, who is buying? All buying yesterday except our resident seller of 4mn, but who is buying their shares daily and more importantly why?

Well of course not for two very good reasons. 1. They have been an RnD business for the last 10 years getting from discovery to Pre CT to CT to JV. 2. During this time, there is obviously no cash flow so no profits. Pretty obvious really, BUT now they are in a pivotal stage of their development which is sad many are throwing in the towel now - for me if everything stacks up, wouldn’t now over the last 10 years be actually the best time to invest? No advice intended of course.

3 months old Hard

Yes Noise, C’mon 201 deliver the goods!o

Apart from our resident seller almost all buying today. Have a great weekend all, l’m off to the pub!

Tired, IF they went private you are still a shareholder.

I have recently suggested to VAL that they issue share options to directors (which they have to pay for of course) as a sign of more skin on the game to provide more confidence to shareholders and the market. I was told they would discuss this at the next board meeting.

Well Adam, if the financing deal gets approved and lets be honest they always seem to do, then their salaries go on for the next 2 years at least. We also are speculating about any JV deals as we simply don’t know the details and also 201 results could be incredible and lead to a queue of pharma’s wanting to get in to bed with VAL. We wait! Scooby, a rather flippant comment as l would lose a big chunk if they went bust so l want the financing despite the dilution as l have the opportunity to get my money back and hopefully more if VAL remain a going concern. Yes Nomlungu, the pie has shrunk for those that have not averaged down, but fir those that continue there is a light at the end of the tunnel IMHO.

Valju, what grapevine please?

Just laughing because you have over 8 years of investing experience and you bought this stock PMSL.