Member Info for xviolet

Almost no point me saying anything. I know zero about Pharma. But here's my tuppence worth...

Either the existing data is good enough to attract a JV or Govt funded trial....or they are going to have to generate some more data. Doesn't have to be a P3....just whatever it takes to get a more data....

From some perspectives 'haste' is understandable. But If Covid and respiratory viruses will always be around then SNG001 has plenty of time to accumulate more data or collaborators. Unless I am missing something (which is possible).

Oh and I'm planning to hold most of these MG-invested juniors for 3-5 years. Maybe skim a little profit - but basically try and hold them for that length of time. Then see where we are!

Hi Dai, Hi all...

Still trying to find the Capitan Mining film. Pretty sure I mentioned Radisson Mining a few days ago - now up 30% in 5 days - anyway here is Michael Gentile talking about Radisson and Junior miners in general at the moment - he is good, so much more alive than say DM - but MG has made hundreds of millions recently, so different class I guess. I'm still reluctant to buy a lot of AIM stocks (although Drumz just did 15% and may well go mad next week) - for me I'm following a lot of Michael's investments - Capitan, Arizona Metals, Galantas Gold, Kraken Power, Northern Superior Resources, American Pacific Mining - like I said before he is a key investor in most of these, takes a seat on the board - and what he has been saying over the last 6 months is that because of Putin/Fed etc most of these are now seriously undervalued in relation to the potential of the resource. Many of them are trading below the level of the last fundraise. Also I like these Canadian stocks because....they are not on AIM...there are no bulletin boards...there are no liars....its peaceful to hold these stocks.

https://www.youtube.com/watch?v=jRs13Xpi_I8

Thanks N

I was encouraged when RMs outline for Synairgen pre-empted the current news agenda. I remain quietly interested here.

OK. sorry
well good luck with your pump. and have a good weekend.

Hope so. I half suspected it was being engineered upwards so some of the 5p investors could get out. but thats just a guess. nothing more. I've got loads of these so yes I would love it to gboom...pay for my next holiday, nice and warm in Sicily come Spring. So...yes lets have it!

what price a trial (the first perhaps of several)?
and what dilution would Poly accept?

Finally had the time to start watching it on YouTube. very interesting. It does confirm what I have started to sense about pharma (it takes forever...) anyway...

21 minutes in...everyone talking about 'conversations' with big pharma etc...but as John Reader says...those potential partners want something first..."show us some clinical data..." So we really need to get into the clinic.

It would be nice if Parker comes back with something good. But I don't know if all the endless hoping and ramping stuff really helps the sp in the long-run. I guess the long-run is so long in pharma that few can really bear it.

Bit pricey for me.
watching and waiting.

Be interesting to see if it is a tree shake or something a little colder

like i'm gonna sell now
expecting this to get to 25p and then 50p in time.
holding for serious £££

Just had tea wtih an old friend - her Dad works in Abu Dhabi (oil and finance) - Dad got Covid in Singapore, flew back to Abu D said he was 'over the Covid' but the 'officials' (no idea who they were...this is what she told me) there gave him an MRI (to look at the lungs) - 2 injections in the butt (she thought it was some kind of 'monoclonal thing') and a load of pills.

Bizarre - but maybe some countries have a lot of money to spend on these things. Perhaps all a bit vague and not totally relevant but I thought it I'd share it anyway.

"The new dominant strain shows that the virus is always evolving to spread more quickly and infect us more efficiently. That should serve as a wake-up call for the country to re-invest in new vaccines, treatments and pandemic monitoring."

https://www.washingtonpost.com/opinions/2023/01/08/xbb-covid-variant-immune-evasive-pandemic/

Hi Dai

You were asking me about the gentleman who tipped me PXEN. Yes he also recommended Arizona and he is also into Capitan as his silver play. Bear in mind nothing is guaranteed! If you have free time its worth watching some youtube films with Michael Gentile (the strategic investor) - and you can decide whether you want to follow him into some of his investments - at the moment Capitan and Radisson Mining (another gold play) have just had fundraises so both are in my buy zone. I like being far away from LSE and AIM - and despite the currency exchange type costs I seem to make nice little profits over there. Even though macro gave them a knocking, those Canadian miners, the ones supported by Michael, always tend to nudge up as he picks good, solid companies.

Just not looking. 2 annoying. Not even going for a trade. Its just 2 stressful this one. Although added as its low. I think you have to decide whether you think they will produce a drill RNS. Or not. In the meantime I'm gonna pay attention to some other companies and try and make a few quid elsewhere. Or just work harder at the day-job and earn £.

I buy this share for the quiet, masochistic pleasure of watching the value of my investment slowly diminish. I usually buy a small tranche every few weeks. A few years go I used to buy paintings/art for the same satisfaction but then I ran out of wall and store-age space. And paintings need to be looked after. Shares are less high maintenance. I am reasonably sure this will re-rate at some point but I have no idea when that 'point' is.

And thanks for 88e. I'll take a look.

For me the issue often is slightly emotional - I have to 'like' a share - then I don't mind holding it for however long it takes to rise. A lot of them do go up at some point - for me that liking really helps to cultivate the necessary patience.

You were asking me how I could be so certain that Arizona Metals and Capitan Mining would do a couple of bags. Hmmm. Good question. Of course I can't. The unexpected can always happen. Basically I am a fan of Canadian investor Michael Gentile - there are many who follow his investments - he tends to go into early stage miners as a major investor - and he goes in big. He often goes onto the board as well. He is very experienced. There are a lot of interviews with him on YouTube and elsewhere.

Arizona has amazing grades. And better may be coming soon. Of course they may not....but if they are good...I think results due over the next couple of months. Possibly going to be bought out by a major sometime during 2023/4.

Capitan - I actually can't remember the investment case - I just watched a film with Michael talking about the project and I knew. And what I 'knew' or 'felt' was confirmed by another investor, someone who guides me - someone who made six figures plus last year - he's also big in Capitan. He gave me the tip-off on PXEN which has done 200% for me so far. When I dig out the Capitan film I'll send you the link.

One more thing...some of the other big-hitters I talk to have given up expecting bags. For most of this year they have been in and out on 10%. Because I am a smaller investor I like to wait for 30% - which is do-able...but very very hard. But I figure its good training. Other tips for the UK...Drumz might be good for a quick 50%..if I pick up anything else I'll let you know. With Capitan and Arizona I'm just chucking money in when I can and letting it sit there. When I have a big enough stake in both of them I'll trade the swings between the 2 of them. And just sit it out for the next 12 to 18 months and see what happens. And again I enjoy the fact there's no LSE board for those stocks...no distractions..nothing to mess with your mind.

Good luck all!