The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Hmm… an extremely naive premise to believe this early data was ever going to result in approval. On the basis of more sensible expectation, the latest RCC data are highly encouraging, particularly given the product is an entirely safe oral capsule treating late stage disease. Good luck with your other investments.
Dear amtech, you have been on the wrong side of this all the way up from 3.8p, and your repeated assertion that there will be an issue has been proven false. Save the slithering and side stepping for elsewhere. On the subject of who selects the option, it is evidently group management… “The Group is exploring the various contractual options available per the current bank terms to take place by the end of 2022.”
Oh dear.. poor old amtech is getting his knickers in a knot after being exposed. Two facts. 1) you have been discouraging investors here since 3.8p, and the shares have doubled.. you got it wrong. 2) you have repeatedly stated that the $50m issue is an inevitability. It is evidently not. You got it wrong… it is rare to find someone quite so obstinate in the face of being proven so overwhelmingly and unequivocally wrong, but it’s fun to remind you now and then. :)
I’m afraid Amtech has been hopelessly wrong. Please keep up. 1) the shares have doubled since he arrived discouraging investors at 3.8p.. 2) his repeated assertion that there will be a highly dilutive issue recedes both as the shares rise, and as the company has confirmed it may go down a far less dilutive route using warrants. I can testify to doubling my money by doing the opposite of what amtech suggests, and it is laughable that mcatee is admonished for “only” making 100% on his money since last autumn. My sympathy to those interested parties who have made nothing during this wonderful recovery, but better to rethink your approach than point the finger at others. ATB
Hmmm.. Carats/Gekko - same poster btw - called PDL down at 82p, then 85p, then 90p, then 100p, then 110p etc etc… you get the picture… I suspect we’re talking about a disgruntled individual who never quite got a City job, works in some peripheral tin pot (not quite) adjacent to City work, and finds it rather difficult to accept he is ever wrong. Good luck all holders btw - won’t take much to send this up, a precious stone or two would be nice :)
I suspect there is a point to writing intelligent, balanced and accurate info about a stock on a stock chat board, and this will have a positive effect on people’s ability to invest appropriately. But there is absolutely no positive effect to writing the fantasy clap trap that you have indulged in this morning, such as “ If a milestone payment is triggered from MERCK we can expect the SP to be well over £4.00 within a couple of hours, 180 million shares in issue, payment of over £360 million on triggering a milestone, plus whatever value the is attached to that milestone, it's just a waiting game now. ” Utter garbage.
Jeez. These dudes really do think they’ll wake up one morning and there will be a £360m payment. I hoped the share price fall had knocked all that bwollox on the head. More realistically, fingers crossed the Oxford Finance cash will come through and see 4D into (perhaps) next year.
And worryingly at least 6 people have ticked up sunny’s post… expectations here are ridiculous… little wonder the shares remain under pressure when holders have such elevated expectations…
Interesting (I think) to consider what would be deemed a success with regard to the covidity trial. The earlier covid vaccine trials focused on the percentage effectiveness over a number of months. The next generation vaccines are more focused on longevity. Is a 50% effective vaccine over 3 years more valuable than a 90% effective vaccine over 6 months? We are of course, only going to get indications of breadth and length of efficacy at this point.
Carclo was the subject of a bid a couple of years ago at a price around 115p. It is now a more streamlined business, and if they can demonstrate resolution of the pension issue, then I see little reason why interested parties will not look again. There has been no material dilution over the last 10 years, so that 115p remains a relevant target.
I think what’s really interesting about IG Design is that nearly 40% of sales is IG branded product, and presumably higher margin. So that’s a branded £300m turnover business alone. Surely combined with the cash assets, that alone is worth a multiple of the current market cap. Price:sales of 0.12x too low.