Collagen Solutions Share Discussion Threads

[moontheloon] 04/12/2020 12:28

Changed brokers I see which is causing discussion as to reasoning.. I'm not in yet as will have to sell another to do so, but its the crystal ball that's not working at mo!

[w t tutte] 30/11/2020 12:50

Sorry slow to get back on this as I don't check in here so often now. No real danger from the competition in my view, the closest I could find and it does not really come that close, is Cyclopharm in Australia, it is listed on the ASX if you want to take a look.

[moontheloon] 24/11/2020 17:39

Any real danger from the competition of polx tutte? Ta

[w t tutte] 18/11/2020 06:56

Yes, as much as these things can ever be. The study was a non inferiority trial, so all they had to prove is that they were not inferior to 133Xe Scintigraphy. Both use (differing forms) of Xenon, so in essence they just had to prove they were not inferior to itself and statistically the FDA gave them a 6.6% margin of error in that process. Needless to say it proved it was superior.

[moontheloon] 17/11/2020 17:00

You think fda approval nailed on tutte? Thinking of getting in on recent weakness

[moontheloon] 16/11/2020 09:39

Polx worth a dabble then.. If the higher definition is essential for hospitals and no radiation then I think its a winner

[w t tutte] 15/11/2020 07:57

I am pretty positive, the product does indeed seem excellent, the management seems decent, especially now that Amphion has moved on. They have some pretty decent and supportive shareholders and the drug/device combo model is attractive. I am pretty sure once they get FDA approval and can show a path towards commerciality that they will be taken out at a multiple of the current market cap. So I have bought a bit, but partly because I am cheap and partly because it has done pretty well of late I have been hesitant to go all in, which is almost a guarantee that it will do well. TWD is another stock like that, logic tells me that a 60 million market cap is laughably small if it fulfils in a fraction of its potential, but psychologically it is very hard to buy something that is up 200% this year. The other names I have been looking at in the AIM space and not rejected out of hand are TLY, CNIC and ZTF. Hope all is well.

[moontheloon] 12/11/2020 14:05

Still positive about Polx tutte? I find it hard to get positive at mo.. When been immersed in cos for years.. But seems like a good product...

[moontheloon] 06/11/2020 16:24

Not sure but had to approve it again physically... Said money around 13th...

[w t tutte] 06/11/2020 13:50

Extension ? That is not good to hear. I am pretty sure they have to keep to the 14 days from tender. Is it possible that either your custodian took a day or two extra tendering the shares or probably more likely is delaying posting the proceeds to your account.

[moontheloon] 05/11/2020 19:30

Extension to pay date on my account

[moontheloon] 02/11/2020 16:12

Some decent ideas there.. I was looking down the hydrogen route which with more development has to be where fuel of engines is going... Future wise. So maybe itm. But sensible side of the street plenty of bargain insurers out there at present with hopefully yeilds and plenty of growth in the sp's. Interested in LG and might add more aviva on current weakness and attractive pricing

[moontheloon] 02/11/2020 11:42

Any youre interested in tutte?

[moontheloon] 02/11/2020 08:10

Yeah my thinking also, but it may also be slightly lower

[moontheloon] 21/10/2020 12:48

Custodian account does it en masse for shareholders now compulsory so presumably within the 14 days

[moontheloon] 21/10/2020 09:26

Yes I've told them to action the sale both places I hold collagen. It's been a long journey for me and if know one else did, I kept a solid faith that it was going to reward eventually , If I'd bought the speculative £10g instead if the £1200 at 1.2p which added to my holding I'd be considerably happier, but unlike the directors who get sizeable chunks foc for sweetfa for their pound of flesh I couldn't risk 10k of pension funds on an hunch... based on buying interest that day. Ah well can't fight the machine move on to another company that might have more integrity.

[w t tutte] 21/10/2020 06:01

The problem now is how to put the cash to work, nothing jumping off the page at me. Would like to find a new stock rather than just add to existing holdings. Open to interesting ideas that anyone might have.

[40 fathoms] 21/10/2020 05:48

Moon, You are probably correct, but I suspect that they will only do this at the very last moment. Currently that looks like being sometime in December, so you may not get your cash until end of this year. If you just want to accept the offer and move on, you might want to consider giving an instruction to your custodian to accept the offer now and get your cash in a couple of weeks time.

[moontheloon] 20/10/2020 20:05

Just to check share dealing providers accept on my behalf when an action becomes compulsory... Though must admit doesn't feel great this, being sold out...

[moontheloon] 20/10/2020 16:31

My sipp provider automatically accepts once a corporate action becomes compulsory...