Member Info for Woodwood

I benchmark most AIM companies now against Cora. Different industry yes but the director of that company, his planning, execution, and comms are brilliant. You can see the strategy and every move makes sense, financing is agreed on brilliant terms. Can go on and on and the difference here just starts to get a little painful to realise. Whenever I see Juho he looks like someone nursing a hangover. But here I am still holding...

Come oooonn permit!! I love cora, such a top example of an AIM company. The leadership, communication, committed majority shareholders. You have absolute confidence that nothing internal is holding this company back.

The cfo sale is clearly disgraceful even if it was just 4000 shares.

Really? Suddenly 177 posts on this share, over a fund raise?

So not completely unexpected surely. There could have been alot from partner discussions around wanting some proper phase 2 data. How else are you going to get there without raising money and this is one way, out of pretty limited options, for doing it right?

And don't call me Shirley..

That is a pretty massive share issue. Need to probably be upping 40%(ish) holding to maintain the slice of the pie

Who on earth is buying just 3 or 10 shares...?!? Fees and duties dwarfing the cost of the shares...is it the dream of just holding a few shares in things hoping they become ftse sized one day. Not a useful post sorry just confused vent

For me there's frustration from just not really knowing how these work in the minds of a big partner/investor.

Anytime a new study is announced like the solid tumor one, I'd imagine just waiting and seeing how it goes. A little more certainty of your investment. But how do they balance fomo or then potentially competing with other interested parties and having to likely pay more?

Do you want a company that is having some finance issues and so a little desperate as it were or is a healhier position preferred, indicating managed better and already with some comfortable runout for the foreseeable future? Which way you spin these the present seems like both a good or unlikely time for such news and then you just sit there in a confused huff about why you aren't rich yet.

Well in terms of trial data it's that the protocol of the trial often isn't well understood or adhered to. These trials are run in full on working hospitals, multiple trials, mixed with normal patients and administered by nurses or practitioners who are human and it is not their only job to sit by a specific trial patient, stopwatch in hand, and follow a strict protocol like "administer drug A, take bloods exactly 6 hours following administering" etc. It just doesn't happen, it's maybe not even the same person looking after that patient anymore. So things can and do get fudged a bit. Data managers input and record the data, who aren't medically trained, so they are often having to query back to nurses or consultants exactly what happened, if they're good, or they don't and just want to get data input whatever job done. So that's a couple issues right there. There's the lab who process the results with their own errors. Samples getting sent across Europe for testing getting lost and re taken. It's messy, just how it is.

I guess my old man would hold the same basic opinion that the science seemed sound and interesting, can't say much more on that anymore though I'm afraid.

Not starting a big fight here. Sure everyone else is done with the bickering also. I honestly hope everything you say is true. If I had control of a big pharma budget and not really my money, I'd buy it.

BMH I'm just a retail investor. Same as you. I'm leaning in to an industry I don't work in with this one and I hold faron, cora, even eua for a while because when I first got into buying stocks, like an idiot, I got excited by boards like this and was looking a big slam dunk. I don't do that anymore, market funds all the way lol but I still hold these as legacy "investments" or bets really that I'll happily see play out. I like Faron, I liked Markku as a seemingly calm, honest and good scientist but probably like most scientists a crap businessman. In an oddly positive change Juho seems a bit more slippery and cunning so hopefully this is a better configuration with him out front and dad keeping things steady and enjoying the science in the background. My dad is a professor of biochemistry, he read the research and thought it seemed promising. That was it really. I've seen some of the deals gone previously but really each is unique and many if those were private companies so there isn't much information to go on.

Bring in all those data points if you like and get really smart and technical but it is all reliant on the company updates being correct which also relies on the trials and data collection being perfect which, as my partner works in clinical trial administration, they most definitely are not lol so yeh maybe a little clued up on how little confidence you should have. The news seems good and positive, let's just see how it goes without trying to sound like the guy from Limitless who's got it all worked out and dialled in. I can definitely copy and paste your comment into chatgpt, ask it to answer it, and then send it back to you, after which you can do the same and we can just be 2 little dumb middle men in-between chatgpt having a conversation with itself.

And not too dissimilar to news feeds, Facebook and YouTube algorithms etc continually just suggesting and feeding people more of the same.

Yes BMH but it just something to be considerate of. LLMs and chatgpt will tend to agree with you, so it is likely the more you use it and flood it with hopeful questions and faron information it will just be borderline jerking faron off after a while and aligning with a hopeful investor position.

Could do with a little less of the LLM outputs bmh tbh. I think alot of the research is just your edited chats with chat gpt lol

God this is such an enjoyable company to be involved in. Not counting chickens but compared to so much dross in the AIM am learning alot about what good looks like. Investor base, fantastic clear and measured comms and presence, obviously good results and prospects but these prospects are multiplied by the quality of the company and the conduct of its people.

So £10 puts it at approx £1b mcap. Feels about right for a fairly conservative and hopefully therefore pretty solid position. Like it.

A correction will come. It is not guaranteed of course but if there's any sense to the world there'll be some downward movement

Anyway back to stocks. Polymetal f**kd uk investors on its aix move. What is all this activity about? Or shall the green boxes (no idea what this means) carry on muddying the water doing nothing.

What are the benefits of the AIX listing and why the currency change despite likely no existing issues with liquidity or forex ?

Yeh fair enough it's not absolutely clear. But sunken fallacy always has examples like "not continuing walking to a shop you know is closed despite being halfway there" The dumbest wouldn't do it. So I'm just saying I'm here in the not so dumb, not so bright crossover of real life where for maybe 5 years after the war kicked off even the last 2 I could have done something calm and sensible and more boomy "Past performance does not guarantee future results" Great coverall phrase

Sitting at a fairly significant loss.

A massive amount of uncertainty as to the future and how long, if ever this, this will emerge as a good investment.

Have experienced utter retail shareholders destruction in other mining AIM shares, whilst holding EUA.

Sitting on lovely gains currently from just being in the market funds. I have other "gamble" shares I currently hold from AIM in other mining and pharma companies which I only still hold because am in a similar position and live in dumb hope, but have stopped buying these now and just buy the market funds and that's sooo much better.

Out of all of them though EUA is the worst of the bunch in terms of the outlook, countries involved, communication and decisions.

So yeh I'm only here because I was quite heavily invested in it and don't want to sell and take the loss, and then have it fly the following week and feel like a twat even though no one would think less of you making a sensible and informed decision with information present right now. You should take what money you have and make it much safer. Kinda dictionary definition of sunken cost fallacy no?

Shares are fully fungible, and aix market makers have access to crest to easily facilitate transfer of shares to sell on the AIX. I really really hope that there is something extremely relevant about the currency holding this back otherwise, if trades remain at 0 I'm going to admit defeat here and stop the sunken cost fallacy ruling myself staying here