Member Info for xviolet

Incanthera - I'm also happy with my investment at less than 3p

but the only reason I could buy that IP so cheap is that there was a problem

there was a massive legal problem that destroyed the share price.

No questions regarding these 'beauties'?

for example how is their value impacted by the current status of IMM's relationship with Avion?

6 million is probably not enough.

AI bubble? yes and no. In the US they are talking about an 'AI Manhattan Project' re defence spending.

But robotics....I know nothing about that. Do we have to wait for Jim's book? Better Google robotics and Jim Mellon etc.

But my first thought is that 6 million is probably not enough.

2reincarnated

sorry about the bad language. crude de-rampers really hack me off.

as much as crude rampers!

but i agree. this can go much, much higher.

Added.

whateva.

don't like some of the smug deramperz. bring on the 1-300% rise

I think the important thing is to talk to IMM. Too much guesswork in investing. You can't punt your money blindly. We do need to know more about the current relationship between IMM and Avion. So...I will be asking. I hope others will ask too. No point in guessing. It just wastes all of our time.

Chat GPT reckons Avion has revenue of 18 million US per year

and concludes that because the company is proviate, and data is hard to get - there is no way of knowing if Avion is profit-able or not.

I think we need to ask IMM about their relationship with Avion

I think we also need to look at Avion's cash position and simply ask Avion's IR a question or two about IMM.

lets go...team....

Well I've been asking Chat GPT about how excluisve Avoin's rights are in the US to exploring other indications than Lupus. Because are IMM actually free to cut a deal with a Top 10 Pharma for the US market for other indications (diabetes) etc or does Avion has first dibs under than 'exclusivity' banner.

Chat...struggled to give me a clear answer...but finally decided...

"Yes — the licence agreement grants Avion exclusive rights in the US (for commercialisation and development) — and that exclusivity does extend to other autoimmune indications (i.e. not just lupus), if they choose to pursue them under the agreement."

I wonder....is that good news .Or not.

Company still silent?

is that normal or acceptable? these days I have to answer work emails within an hour or so. you don't do silence for days or in this case weeks. if that silence isn't that normal I'd assume something very bad is happening.

still 2 expensive on the ask. by about 50%.

You did the maths? this early in the day?

impressive.

I remember an investor meet where they were talking about no need for dilution. didn't they say were going to raise at subsidiary level in that recent investor meet? sorry for holders if the company were not following that path.

it really is 94%????

and I always thought they would launch that dino-leather and then raise etc. but clearly not.

Its unlikely to be 'red or black'.

Its more likely to be 'pharma' - slow, careful and driven by data.

The journey will be long and nuanced. But...for now at least the direction is forwards. I doubt anyone is reading me here so I may as well say what I feel like - I do feel the mcap is way 2 high but the company is funded for the short-term and over valuations are par for the course on AIm where very few of us (myself included) are able to correctly value a company. We tend to value the 'story'. And the missing RNS from June...no one noticed. Like I'm going to tell you.

£6K is a lot for an AIM listed small cap. I know some people like to invest a lot more.

But I wouldn't apologize for £6K. In this kind of stock you can lose 80-90% of value in a day. And while it can go up fast they are so many scalpers who sell for 10 or 20% profit (while claiming on these boards they have 'diamond hands') that rises are often a bit disappointing.

So...£6K. Its more than enough for a stock like this IMO. People who invest a lot more usually do it via placing so they get warrants and maybe a few hints about what to expect.

Sub 5p. that would make sense.

but. it may not happen.

Watched it. wish He'd just get the science people to do the interviews!

if the science is so beautiful why do we need Tim to go out and sell it. He makes the product look cheap. But maybe I just don't like his style.

Also...isn't there an RNS missing from June? Or at least a Reach or some kind of statement.

I can't wait to watch the interview. I'm just reviewing the older interview with Tim and Sebastian and I had a thought - that older interview was so good, why did he then do a succession of further interviews that were not quite so good. I guess we know. Laterz.

If the product makes your skin look younger and if that word gets out then the product will be unstoppable

No one here is talking about endotypes/phenotypes etc

just on the narrative outlined by tim - deal etc.

everyone is in his story.

Should be a lot more up.

zzzz.

Nicely put wigs

you defo have a better handle on the elements that contribute to value than I do.

as I tried to explain, I'm just trying to work out what the mcap should be.

good weekend all......i'm pretty sure it will recover, this share has a good following, good enough to take it up when people get excited. so I wouldn't get 2 worried when people get negative. its always a question of time.