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4BB 4basebio Plc

1,070.00
0.00 (0.00%)
Last Updated: 08:00:00
Delayed by 15 minutes
4basebio Investors - 4BB

4basebio Investors - 4BB

Share Name Share Symbol Market Stock Type
4basebio Plc 4BB London Ordinary Share
  Price Change Price Change % Share Price Last Trade
0.00 0.00% 1,070.00 08:00:00
Open Price Low Price High Price Close Price Previous Close
1,070.00 1,070.00 1,070.00 1,070.00
more quote information »
Industry Sector
PHARMACEUTICALS & BIOTECHNOLOGY

Top Investor Posts

Top Posts
Posted at 09/8/2021 12:47 by diversification
Should get an in-vitro vector development update soon, scheduled for Q2/3 21’.

Also seen Zak Mir cover the chart with a target of £10.50 which I think has brought in some new investors.
Posted at 02/7/2021 07:58 by buzzzzzzzz
Hydrus here is the link.

hxxps://wp-4basebio-2020.s3.eu-west-2.amazonaws.com/media/2021/07/01172210/20210701-Investor-Meet-Company-Presentation.pdf
Posted at 03/5/2021 08:29 by pob69
Mentioned in Guardian article

"...The coronavirus pandemic has spurred interest in the life sciences sector among investors, with many dipping into it for the first time. Recent deals include the UK biotech Kymab being bought by French pharmaceutical firm Sanofi for £1bn and the £14.5m flotation of 4basebio, a firm focused on producing DNA for gene therapies and DNA vaccines, on London’s AIM market."
Posted at 17/3/2021 08:03 by multibagger
Zurg The Indestructible

For someone who has followed and invested in the company since 2003 confirms my assertion that you are too emotionally invested in it and intimately associated with it. If it is such a stellar company, why have you not invested more given you have had 18 years to do so and you say you have just a small stake ?

Was there no liquidity ever ?

Don't get carried away that 4BB is the only player in synthetic DNA - there are other companies which are much bigger. Touchlight for one - by a distance.

4BB are simply not in the ballpark compared to MXCT - so don't get carried away with your idolisation of 4BB and what the management have achieved so far.

Each investor has different investment nthresholds that make their time worthwhile - the negligible number of shares available may be fine for smaller traders/investors, but these numbers don't move the needle for me. I can't be bothered buying 10 or 15 shares at a time. 3x or 4x of a tiny number of shares are not worth my time or effort - and I certainly won't be wasting my time doing due diligence on this - as I said initially this was just an impulse buy as a starter position. I find that my starter position is a stalled position, as there is no liquidity.

You continue banging on the drum, singing their praises and keep buying and good luck to you and all holders - it may be the ideal share for you and many others, but not for me.

We have to agree to disagree :)

I will post my opinions and views as I see fit, the fact that you may not agree with it, or vehemently disagree is something for you to handle/cope.

The filter button will save you a lot of angst.

Good luck !
Posted at 16/3/2021 18:26 by pob69
A number of brokers including Finncap make their notes available to private investors through the paid-for subscription site;



In some rare instances and it maybe worth checking in this instance, brokers additionally offer their notes directly through their own website free of charge (though registration is required).
Posted at 16/3/2021 15:41 by multibagger
I gather a Finncap broker note has been released which may explain a bit of life in the share today. 4BB company is in the right space and at the right time, market sentiment for cutting edge biotech is red hot.

However, the lack of liquidity is asphyxiating this share and BoD don't seem to get this. If liquidity issues are ironed out on the UK market, through raising funds (even though funds may not be immediately necessary), then paradoxically I see this trading at 4x or 5x, the share price we are at now.

So one of those rare instances when equity dilution and fund raising will actually benefit the share price, contrary to what the BOD think. Time for the major share holders on the BoD to relax and not try to hold on far too tightly to their shares. It is counterproductive.

Contrarian thinking one could argue, but could be transformative to unleash the potential of this share. I am sure that the senior people of 4BB from a scientific background, are sharp enough to understand how markets work or how investors/traders think.

Or else this UK AIM listing will be a re-run of the Frankfurt all over again.....and then will they consider listing in Paris or Oslo I wonder ?
Posted at 26/2/2021 08:05 by multibagger
Interesting that your profile on ADVFN was just created on 18 Feb 2021...just coincidental I am sure....

Are you sure you are just a "regular" PI here and not in anyway, shape or form connected with the Company or management ??

You seem to be pretty "emotionally invested" in the company and extra quick on the draw and in the defence of the management...more grist to the mill !


"Protecting shareholders from dilution is a lofty claim...." I don't buy that... not when the CE buy shares to exacerbate a liquidity problem !!

Total BS. Other options are/were eminently available - take the Company private in that case or sell it to Private Equity. Why list in the UK ? Why do very few brokers want to make the market ?

My gut feeling is that this is being "squeezed/played" to raise the SP, create a perception of "demand" and then use that ruse and elevated share price at as a way to raise funds from the UK market. Nothing wrong with that one could argue...but would count as very sharp practice in my book.

Who would be the major beneficiaries of such a move ? The holders who hold the most stake and picked up/optioned at silly levels.

Simple - it makes a lot more sense now.

I have been in the markets for decades and know what does and does not smell right for a Private Investor...as opposed to a Director or a promoter of a company - occasionally I am wrong, but I trust my instincts.

The market will decide how to view or value this company, but not one for me.
Posted at 21/2/2021 20:07 by zurg the indestructible
This is well worth reading.

hxxps://investors.4basebio.com/wp-content/uploads/2020/08/4BSB_20200715_AIMING-TO-DISRUPT-THE-DNA-MANUFACTURING-MARKET.pdf


First Berlin Equity Research note.
Posted at 17/2/2021 19:55 by multibagger
Welcome aboard !

It was one of those instinctive/intuitive buys for me before doing any research !

The PI World investor presentation in the header fronted by the Chief Executive articulates the business and prospects very well but essentially is made up of

1. The synthetic DNA business
2. The non viral "Hermes" nanoparticle delivery business

Technology validation, scaling and commercialisation through partnerships in the meantime. About £14 million in cash now and debt facilities in the region of £25m available. So expect to burn through cash at a fast clip !

Takeover potential in due course is what is this is all about and I expect that this may take 3-4 years, but may be I am being optimistic - in fact the CE basically says that don't look at revenues and expect it to be loss making.

But given the low liquidity of 4BB and the applicability of Synthetic DNA (hpDNA) in vaccine manufacture on a faster, cheaper and on a much larger scale than the plasmid route, ticks the boxes for my investment in this "picks and shovels" cutting edge biotech play.

Some may see this as another bite at the gene therapy space, if they feel they have missed the MXCT bus.

Whatever your reasons for investing or trading - Good luck and welcome aboard :)
Posted at 17/2/2021 19:47 by multibagger
Listed on AIM: 17 Feb 2021



HQ : Cambridge, UK and presence in Madrid, Spain
24 staff, 18 scientists

Total Number of shares: 12,317,473

Free Float 34%

Major Director Holdings:

CE and CSO: Dr. Heikki Lanckreit; Ph.D (Biochemical Engg) : 10.04%
CFO David Roth : 2.5%
Joseph Fernandez: 3.64%

Listed at 118p

Investor Presentation: Jan 2021

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