Allergy Therapeutics Share Discussion Threads

[farmergeorge] 22/11/2024 21:23

Let's hope AGY are heading in the right direction out of the tunnel. All have a good weekend.

[jimmyloser] 22/11/2024 16:19

FarmerG,An excellent answer.It brought a smile on this dreich afternoon.

[totally banjo] 22/11/2024 16:18

Always try to help :-)

[farmergeorge] 22/11/2024 16:09

totally banjo, thanks for that,made all the difference.

[totally banjo] 22/11/2024 15:58

farmerg, that's because you're looking the wrong way! Turn around and face forwards to the future and you will see the light :-)

[farmergeorge] 21/11/2024 22:06

Jimmyloser, I'm with you on all of that. However, I'm in the tunnel but cant quite see the light,yet.

[jimmyloser] 21/11/2024 21:46

FarmerGI am currently really happy. This is by necessity a slow burn. I have been in for years.Finally, I can see light at the end of the tunnel.I like the fact that money is available.Management are being incentivised.We have a solid board of directors.We have a lead over world players.Our products have huge markets and are needed.Tomorrow is another day!Keep the faith Impo

[farmergeorge] 21/11/2024 19:52

jimmyloser,isn't that obvious? A finished product enabling final FDA approval and subsequent marketing. Not words and outlook. Hope is not a strategy. Simples. What would you like?

[jimmyloser] 21/11/2024 19:21

FarmerG,Forgive me but exactly what actions are you expecting/wanting.I know we all took a hammering but did you take up the new opportunity at 1 p now 5p? 5 x is brilliant to me.impoLet's look forward with hope in our hearts. ?

[farmergeorge] 21/11/2024 17:42

The above observations sum it all up. Oh, the irony! Actions speak louder than words, they say. In this case, words are doing all the talking and actions are missing

[beccasan] 21/11/2024 16:11

The entire management of this company, both as regards the ordinary management of the business and as regards the management of the interests of small shareholders, is certainly suspicious and opaque. It is not clear why the president and the shareholders persist in confirming the CEO and his performance is so disastrous that it is surreal. I agree that for decades they have been promising stellar clinical results, billion-dollar sales that magically move month after month , year after year until decades pass. I bet they will now promise to have the cure for cancer. Oooops, they already did this a couple of years ago now that I think about it.

[jpuff] 21/11/2024 14:17

Maybe the board just did what they were instructed to do by the funders to collapse the share price so to all but wipe us out?

[vergeltung] 21/11/2024 11:53

Agreed @jimmyloser, but you know my views. Incentives are right and proper but because the current team are the same geniuses as brought the company to its knees, all but wiping out the value of our shares, this looks like rewarding those failures. The talk of aligning to increase the share price is hollow. The exercise price of these options should be current market; it's not, these are free shares.
I have been around and investing in this sector for decades; there are lots of examples of management failure. Never have I seen the whole board and the CEO stay in place after so lamentable a performance. If anyone had grasped the nettle, if the chairman had done the decent thing and accepted that disaster had happened on his watch and resigned to allow his successor to review the exec team - I repeat, this would have been normal, good governance - then I would be the first to say go ahead! Let's set aside an amount greater 4.5% for the team tasked with delivering. But 215 million shares(!!) for Llobet et al seems ridiculous. Why would more stock options make him any smarter than he was in October '22 when he decided to shut down production?

[jimmyloser] 21/11/2024 07:16

In my eyes that is a brilliant piece of news. Somebody has developed our potential new blockbuster drugs and to think that they are to be rewarded and incentivised as the share price climbs is a good move.I also read of great confidence in our outlook between the lines.impo/Dyor

[jimmyloser] 18/11/2024 11:02

Thought for to-day:

With excitement mounting, the mice are nibbling!

[jimmyloser] 16/11/2024 14:09

Lovl, but so accurately stated FarmerG.

[farmergeorge] 16/11/2024 13:53

Jimmy, one standout characteristic of AGY is that,continually, everything keeps getting pushed out into the future. Let's hope we live long enougth to benefit.

[totally banjo] 16/11/2024 13:18

Cheers Jimmy

[jimmyloser] 16/11/2024 08:33

Banjo,
I am very mindful of the situation. Without going into detail, I have a significant holding here in P.I. terms and have been both thankful and impressed at the way that small investors had been given the opportunity to participate by the new owners and the apologies we received recently.

Before they took control this looked a lost cause.

The current share price in laughable compared to where this should and could be heading with the blockbuster products and contacts they have.

Obviously with the history here, people are just waiting for more supporting evidence but the recent fund raising was for me a strong indicator that all is currently on track and the prospects are deemed to be ‘rewardingR17;.

2025 appears to be a very interesting prospect from an AGY perspective.

Impo

[jimmyloser] 15/11/2024 17:36

Banjo,Nice to see a bit of blue again as we head into the weekend. Though in reality they have been buying at up to 5.2 for over a week as they and we all await what may well be "game changing" news releases.Impo etc

[totally banjo] 12/11/2024 17:06

There must be a big order getting filled, from my vast share dealing experience so probably wrong:-)

[jimmyloser] 12/11/2024 13:00

Currently able SELL 62,000 at 5.25p!!!

[jimmyloser] 12/11/2024 11:02

lol, we have 10,000 buy trades on the hour at 8am, 9am and 11am, hopefully they will continue all day

[totally banjo] 11/11/2024 17:17

Sector news from what looks to be a new but expensive report:

In 2023, the Allergy Diagnostics and Therapeutics market was valued at US$ 32.9 Billion. The market is forecast to grow at a compound annual growth rate (CAGR) of 7.7% between 2023 and 2032, reaching a value of US$ 64.08 Billion by 2032.

hxxps://www.vantagemarketresearch.com/industry-report/allergy-diagnostics-and-therapeutics-market-2601?srsltid=AfmBOor6q8hQgWmoD1B8X7KG_WlQKGXYMc5SgrlZhtycNRF0fyf5Kk_2