Member Info for WelshFalcon

Note to self - proof read before posting! Twerp.

Licensing would normally indicate the best, long term, value for shareholders and would be my preference. But.....

If a take over does pop up, I would need to see the deal. A straight cash offer would likely be a no from me. Basically is another company can put a cash value on us, then they see a ROI large enough to gain acceptance from their own shareholders. Therefore, in my mind, an all cash offer will, by definition, be an undervaluation.

A paper or paper/cash offer, now that could be interesting. If from the right buyer (big pharma with other promising drugs in the pipeline along with the expertise and reach to make best use of SNG001) then I would be very interested and would take a careful look. Even if it is at a lower than a cash only equivalent, the opportunity to segue into their dividend stream, growth and dividend stream may well be too compelling.

It would depend on the who, what and why. A properly structured paper/cash offer may well be the best long term result for my pension fund!

@Kevin

It will affect the SP in one of three ways

1. Nothing will happen, price stays the same.
2. it will go up
3. it will go down.

Your guess is as good as anyone else.....

@Andy, welcome to the AIM market. All sorts of strange forces are at play here, many totally unconnected with whichever company you are invested in.

Something happens in Gold/bitcoin/dog food and the traders move out looking for somewhere else to go. Maybe we o up some? Maybe Gold/etal crashes and some traders need cash quickly to cover margin calls, we go down.

Bleating about a CEO who (in your view) is not talking enough will make no difference at all. Market sentiment and the cash balance of speculators rule here.

If the fundamentals are right, and if you believe that it will all work out in the end, then put up your cash - hold tight onto your skirt tails and enjoy the ride.

If you don't like the fundamentals etc, then you have to choices. Don't invest or try to trade the dips.

Spot on @Ghia.

I had a small investment in He1, when it went over 22.5 I sold out enough to cover my original investment, now on a free carry and waiting to see when best to dip toe again....

It's all about how you manage your portfolio....

Dingle, your focus on only one metric doesn't produce a meaningful result.

What of those (as I am) that are actively managing their portfolio to best effect? I have had a 6 figure investment (cash in), but have made a decision to reduce. I retain a very healthy 7 figure number of shares on a 'free carry'. They are going nowhere, ever, at all. I will wait out and happily take an income from dividends whenever they appear.

I still buy more using dividend income from other stocks in my portfolio and actively manage these to come back to a free carry (currently in buying mode for obvious reasons).

My original investment is now being used elsewhere in a similar way.

My aim is to double my GGP holding over the next 3 years or so, keeping to a free carry. This fully utilises the cash I have to invest.

So, you would count me in your less that 1p pot, but this doesn't show the commitment and real investment that GGP is to me.

Interesting read, are they really learning from experience with their vaccine supply problems?

The EMA has good data on us already.

So.... lets see?

Starting a thread 'RM. P45?' is not actually seeking his removal?

Such a numpty.

But you feel qualified to criticise and call for RM's removal.

So, come on genius, what would you do better? Dazzle us with your insight, please.

Oh dear!

So @Tatty what would you do?

Keep phase 3? Scrap it? Start it again with new criteria? change it fro worldwide to...?

Would you stay in ACTIV-2? Ditch it?

Would you stay with Covid, or drop back to COPD?

What about manufacturing - what would you do?

What is your plan and what do you actually want RM to do?

I'd be more impressed if these numpties actually came up with a credible plan to move forward with. Just snipping and trying to run RM into the ground from your back bedroom is really counter productive for the share value.

RM is in his office and working away, he (and his whole team) have performed miracles during the pandemic so far.

Logic defied!

So you actually think that a boardroom battle will be good for the share price?

Just sell up and go elsewhere if you don't like it...

The plan has been outlined very clearly.

He plans to turn GGP into a multi asset, multi $b company.

What part of that did you not understand?

He is putting in place all the building blocks that will enable him to do this. I just won't happen is the miniscule timeframe that you average day trader wants!

Agreed @Doc, it's a political move.

My guess is that the aim here is to get more and faster vaccine roll outs worldwide. I doubt that they would ever force a waiver , more persuade the pharma to volunteer a waiver / wide production / reduced cost etc.

Either way, it will help pharmas focus more on a diversified portfolio Covid 'plays' (couldn't find the right word!).

Its just the way AIM works, I'm afraid.

If we moved out of AIM with a full listing, then the extra cost of stamp duty on each purchase will make the day traders disappear.

https://www.bbc.co.uk/news/world-us-canada-57004302

Interesting that the US (well, Biden) has come out as in favour.
Why is this important for us? Well, the big boys may well be more interested in casting around for a credible non vaccine, covid related, income stream....

https://www.bbc.co.uk/news/av/world-australia-56990845

Different part of Aus, but it give you a good idea of the vast scale this amazing place is! Nice chap and wonderful pictures.

Taking a road train 1,600 miles each week? Wow. And we worry over the 45km to Telfer (now that should be a song title).

Move everything from Telfer to HAV? You jest?

What everything, the airport, village, plant, tailings leach, power station, extend the gas line, etc?

Noooo - much easier / cheaper to truck / train / conveyor the ore to Telfer. Besides, NCM do have other JVs nearer to Telfer that may contribute ore too....

Interesting. The PFS is going to need some careful reading when it arrives.

Yes, I'm invested. As an investor that is, with a long term outlook. Relaxed on that view.

Only traders fret over daily movements. The company management is also using a long term view and plan, they are not interested in massaging the egos of that short term traders.