Crumbs/Lindys fault/September/LTH's15 Jul 2023 10:51
This is a long meandering post about this week.
Crumbs:
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It says a lot when one of the most positive (but still IMO fair) posters gets that fed up. The company has so much promise, potential, and just when you think they turn a corner, somehow Scancell manage to pull the rug and bring down the share price. It is us LTH's who suffer. So no wonder Crumbs had had enough.
Interview:
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The questions that proactive asked who have been supplied by Scancell in advacnce to Proactive to ask, i.e. the answers would have needed to be prepped. So wWhy leave that particualr question til last, and why answer it in such a negative way/worse case scenario way?
Durrant - her business nous is clearly second fiddle to her science nous. Why didnt Crossey take part in the interview and answer the business type questions instead?
We saw the (delayed) SP reaction, which we can assume(?) was related to the interview.
There is a cynical part of me if that wonders how deliberate this is. I.e. "We don't want that SP to fly just yet, hold your horses". This is doubly emphsised by the continual dour RNS's with barely a hint of excitement.
E.g. "Encouraging early efficacy data from ModiFY trial"
Encouraging, whats wrong with positive, or even highly encouraging, which they actually used in their Linkedin.
And as mentioned, why did they not split the RNS's? Its like they deliberately want to stifle good news? It's actually bizzare!
Sepetember:
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If no significant news/uptick in price for the Sept conference I will likley be selling most of my significant holding, enough is enough.
Whilst I wouldnt nor couldnt influence others, I do think it is time we started talking with our feet.
As mentioned by others, PI's are clearly second fiddle, low priority to Scancell. Perhaps we need to be alot more vocal? Has anoyone emailed the compnay RE this week?
Scancell sometimes feels like that partner who never wants to commit and just keeps making promises!
But I know, if you don't like an investment, "just shut up and sell!". But that's the thing, there is insane potential here, I just wish they would capitalise on it.
LTH's:
This is apainful one for me to admit, but us LTH's were wrong, very wrong (obvious in hindsight)
However when you see the potential you can see why we had our hopes up, but the company seem to continuily mess up the potenial/opportunities, never fufilling it's potential, never exploiting the monetisation possibilities.
Techinical analysis, which I am appreciating more and more, would have, would have worked out better for most of us if followed. Instead of the "hold and hope" strategies most of us have been doing. Unfortualey us LTH are far too emotionally invested. Ironically, my other investments, I barely hold for more than few week/month at tops.
However of course, everything, especially in investing, is easy in hindsight.
But hey ho, what's just "another" two months I guess :-O
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