Incanthera Share Discussion Threads

[lord loads of lolly] 26/11/2024 18:45

kingston78 - I guess Tim might have seen the £75k extension as the least worst option for both companies combined, buying further time before the Incanthera bombshell dropped.

Questions would definitely have been asked if IMM had simply let the warrants lapse, as they were well in the money at the time. Shame IMM didn’t exercise, then immediately sell. But again, given what we know now, that may have raised eyebrows today, as it could potentially have suggested inside knowledge (which Tim of course has of both outfits).

I agree the £75k is almost certainly dead money now, unless INC can disprove the infringement claim in double quick time. Sadly, lawyers aren’t generally renowned for speed, as it’s not in their best interest.

[kingston78] 26/11/2024 16:00

Those warrants held by IMM are well under water. They are worthless. IMM paid INC £75k for the latest extension of the exercise timeline. What a waste of money from IMM's perspective!

[lord loads of lolly] 26/11/2024 12:27

ascov - sounds logical. And reasonable. Until you realise we're dealing with Tim McC here.

Personally, rather than trying to catch a falling knife, I'd wait & see how things pan out here. Sure you could miss out on a potential upswing. But if the third party's infringement claim's justified, there'll only be further trouble ahead.

To me, the fact Skin + CELL's launch delay was attributed to Marionnaud's re-organisation & a wider than initially planned rollout rings alarm bells in light of this latest news.

And the fact Immupharma extended its warrant exercise period TWICE, rather than taking them up within the original timeframe, suggests someone smelt a rat long ago. Wonder who that could have been, given that Tim works for both outfits?

IMM's warrant extension (rather than simply letting them lapse) could well have been done solely to throw INC investors off the scent.

[geraldus] 26/11/2024 08:22

Yes,it's like the wild west,you can understand small investors reluctance to part with their cash with these sort of headlines.

[gozo] 26/11/2024 08:12

Thankfully I didn't have too much skin in the gameAnother bottom drawer stockOnly trouble is the drawer is getting pretty full

[geraldus] 26/11/2024 07:18

Not good,but I would hope resolvable with the details revealed.The timescale and the identity of the third party being the issue.

[nobbygnome] 26/11/2024 07:05

Uh oh another McCarthy disaster. This will plummet today…

[gozo] 29/10/2024 09:47

Yes disappointing given the expectations voiced by management

[geraldus] 29/10/2024 07:19

Not much interest here,not even displaying todays RNS yet.They have stated they are still awaiting clarity on timings for the launch.

[ascov] 21/10/2024 09:19

hmmm 14p what's happening ?

[geraldus] 26/9/2024 08:42

No definite launch date,but over more of the outlets.New product lines a possibility and still confident on revenue and profits.I guess AS Watson are in the driving seat.

[geraldus] 17/9/2024 15:39

Some buying now with Skin + CELL due to be launched this month.I really hope all is well and running to plan.Reviews will be of interest to me.

[geraldus] 17/7/2024 14:02

I haven't seen estimated eps numbers like that for a long time.That's without North America and the rest of the world.Shares seem tightly held.Aquis and a sub £50 million cap providing a few hurdles for some instutions.

[jombaston] 16/7/2024 10:42

It is paid for research but a useful description of the business model and roll-out.

hxxps://wp-stanfordcp-2020.s3.eu-west-2.amazonaws.com/media/2024/07/Incanthera-16-July-2024.pdf

[rimau1] 16/7/2024 08:37

Agreed, i lived in Singapore for a long time and Watsons are like Boots on steroids

[geraldus] 16/7/2024 08:16

Thanks,can't see AS Watson having it fail personally. We will see if the seller has finished for now.

[rimau1] 16/7/2024 08:09

Research out today (its probably paid research but useful for co text) from Stanford Capital TP target gbp2 based on executing the AS Watson roll out projections. Clearly high risk and single client dependency but at a 37m marketcap i believe the risk is skewed to the upside, the Asia markets will love these products.

[shearluc] 11/7/2024 07:49

Flying nicely under the radar, opportunity to accumulate before first revenue recognized

[rimau1] 11/7/2024 06:28

Beautifully understated geraldus

[geraldus] 11/7/2024 06:07

All looking good.

[rimau1] 23/6/2024 18:30

The presentation recording will be on the website next week

[geraldus] 19/6/2024 08:06

There is a GM tomorrow at 11 am.

[nobbygnome] 19/6/2024 07:07

Anyone go last night? I had an online AGM late afternoon with a private company I’m invested in so couldn’t attend