Member Info for Wigwammer

I can read the name “candidinvestor”…. But having read the post I suspect “consensusinvestor” may be more appropriate. It is naive to believe that your highly consensual points represent “news” to the market. I don’t know whether SYNT is heading to 50p or 90p over the next few weeks/months - but then I don’t think any sensible person can confidently have a view on that. But on a 3 year view - a sensible time frame - I believe the shares will be £2+… Short term voting machine, long term weighing machine.. ATB

What if? https://amp.theguardian.com/world/2023/aug/18/new-covid-variant-ba286-causing-concern-among-scientists-detected-in-london

Back in 2018, £1Bn would buy you Synthomer. Now, it will buy you Synothomer + Omnova + Eastman… tantalising prospect for a consolidator, nervous times for amateur shorters who don’t know what they’re doing .. :)

I notice the enterprise value is now about what it was in 2018/19 prior to the Omnova and Eastman acquisitions….. you are now getting both for free … combined purchases added £1Bn+ revenues and not a bad mix either… yes they have divested laminates but they also operationally generated hundreds of millions in equity during the covid boom phase… atb

Thank you :)

Actually I sold a few hundred thousand this morning at the bid, no problem. Still leaves me a couple of million shares. The amusing thing 4corners is you are here quite regularly, presumably you know something about the story, yet you completely missed it… whoopsy :)

Dancing over an illiquid rally?! Yes, I’m happy that I can sell my shares 60%+ higher than I could a few weeks ago. How very strange of me. Easy to spot the ones who can’t sell 60%+ higher, cos they failed to buy.. :)

Indeed mcatee.. complete bllk5!!.. and well done being the only poster here to call it right.. “4 Corners!!! WTF!!!! Your July target price was way off - a complete load of b11k5!!!”

163k buy trade completed above the ask, and the stock ends down. no corresponding reported sell volume. seriously ****e level of transparency for a company with a full lse listing.

WTP - i am only posting this in response to your previous message. I did not think the update was positive for moditope, nor did I claim it was. I sold most of my holding months before the RNS. I made my reasons clear -“In my opinion and experience, by reporting on 14 patients at scan 1, they have created a precedent. And if they don’t maintain consistency by reporting after scan 2, then investors will legitimately start to question why…” (April 26th)

I suspect the reason they combined the update into one RNS is because they thought the moditope data would not be received well, so they wanted to nest it with more positive news. You have to wonder additionally why - given moditope has been LD’s favourite - the moditope data plays second place to scib… all is not lost for moditope, but I can see why the shares have fallen… IMO

Ah. Sorry johnnyB1… I see you posted the same. ATB

Confusion reigns! The Feb release suggests that 5 non ovarian patients had been dosed.. “To date, 23 patients have been vaccinated, 18 with HGSOC, two with TNBC, two with SCCHN and one with RCC, with 55 doses being administered in total.”

The narrative that the selling is driven by option expiry is pretty compelling. Bought some more this morning. ATB.

4 injections?!

Interesting (I think) that boo hasn’t followed asos in the latest leg down… one institution divesting?

Perhaps MA is involved in the raise…

About time the U.K. had a biotech champion to rival those of the Americans and Europeans. God knows, we have a history of great invention… Is Scancell the one? Quite possibly! GLA

It’s interesting that Strike haven’t simply let purp fall into admin, presumably an even cheaper place to pick up the assets. Perhaps they will yet, but todays move does suggest they are looking over their shoulders.

Not understanding this “scan by scan” thing… probably me… yes fingers crossed all comes good. ATB