Alizyme Share Discussion Threads

[dunderheed] 24/8/2009 15:10

No mm - the tax losses are only available if you have offsettable profits in the same sector - ie bio drugs - how many companies fit that bill?!

This may give some cash back to Pi's - but nothing like the 20p per share - if anyone is confident of this - would they like my shares for 10p per share (some 30,000) today - 100% profit straight away with the div payment!?

[mad mike] 24/8/2009 14:53

Given that the company raised in total £131M, and just about have blown the whole lot, does that mean the accumulated tax loss is about the same.

At 30% corporation tax, does that mean AZM is worth up to £40M to any buyer wanting to offet tax (assuming there are some companies out there that have taxable profits!). If so that is 20p a share, with anything in the drug portfolio being icing on the top.

Had you done that calculation, Dunderheed?

[dunderheed] 24/8/2009 14:19

Because there is nothing to justify a 20p per share cash divi - if this was the case do you really think the management would have folded so easily - I turn the question back to you and suggest it better he/she give some justification to the 20p per share div?
At this stage - the majority of the worth of this company is in tax losses racked up by team liar - I would imagine?!

[gambill] 24/8/2009 14:09

Well whats wrong with with ant 15's comment maybe you don't owe shares Dund,you can either prove him wrong or sustain you 1p argument thats all.

[dunderheed] 24/8/2009 13:49

Or it could be 1p per share? If that>?!

[ant15] 24/8/2009 12:59

capricious Its a plc and as such shares can still be traded. It would be interesting to know who bought them not thats its a large amount financially. Anyway you chaps....If this is sold peacemeal we might see something well in excess of the last traded shareprice for a split of its assets. Ironic but they could be 6-8 times the market cap giving rise to a cash divi of up to 20p per share. Fingers crossed do your own etc.

[capricious] 11/8/2009 14:34

Stange, a transaction of 132991 today, thought all activity was suspended...

[silverbackalpha] 10/8/2009 22:00

Thank you for your reply mike.

The litigation on this one is worth how much? That would appear a liability on the balance sheet, I mean a contingent one would it not?
TIA

[romust] 10/8/2009 15:43

loafingchard....please read.

[loafingchard] 10/8/2009 14:39

Go away Victor , no one likes you . Why won't it sink in ?

[mole16] 10/8/2009 13:24

If the shares become valueless and AZM don't have any loans as far as I see and the assets if there is any are sold who gets the money (profit)! I think that would be the share holders / owners!

[silverbackalpha] 10/8/2009 12:43

Sorry to go over old ground here, but what was the size of the claim and what would be the VAT liability, tax liabs and other debts to repay.

i have never known of a shareholder to get any money on the windup/administration.

in fact as I understand it, companies go into administrated when the shares are becoming valualess.

[the_doctor] 10/8/2009 12:14

geoff,
yes, RP should have sealed deals when there was hype

But, dont forget, if things had gone right, they could have made a much bigger company by hanging on.

Takeda is spending money on Japanese trials. The US is indepenent of that.
Sure, positive results would help, but there is a real risk that forecast sales will not be high enough to warrant the development cost - or there wasnt when AZM also wanted a slice.
I think Takeda will pick up US rights for a small sum sadly.

[vow] 08/8/2009 10:58

"I tell you man"

What are you twelve?

[dunderheed] 08/8/2009 10:22

Actually mad mike - just want to go on record as stating they imho VOW/victor/silver etc were all as bad as one another - just with different angles/agendas/issues to cover.

It goes to show you what an emotive board this was - people are still posting on here well after the death knell - still arguing amongst themselves - class!!

[silverbackalpha] 07/8/2009 19:46

incidentally i would be getting out of herlad here btw.

[geoffmanana] 07/8/2009 13:48

Doc you say that you doubt anyone would take up ceti because of the cost involved....how much have Takeda spent on these endless trials I wonder.
I certainly do not think you are wrong,but something does not add up.
I posted months/years ago that AZM were being squeezed,and so it proved.
I actually made about £20k on AZM over the years,and that is after giving back nearly £15k after the "transforming deals across the whole portfolio by the end of the year" fiasco.....That is what made me get out completely.
RP is probably the person I blame the most,as he should have completed deals in the early days,but he believed Ceti etc were worth more than the market thought........Sorry guys,and good luck.

[romust] 07/8/2009 12:45

Either that, or to point the fact out mole.