Immupharma Share Discussion Threads

[hamhamham1] 05/1/2018 08:34

The great thing is we will all know in a few weeks time :)
If £5-10 on good results and any bid at double - so £10-20 takeout?
That's still up to a 50 bagger from the recent 40p levels

[money maker1] 05/1/2018 08:31

If Phase 3 lupuzor is successful it would take a lot more than £5 to £10 to buy the company, as you well know.

[njb67] 05/1/2018 08:28

Happy
I agree, the lack of any bid to date is due to the lack of certainty that the Ph3 trial will deliver. This is the big unknown and for me where investors need to focus. It is where the financial risk lies for all of us. On valuations, whether I am right (5-10) or not (much higher) is the least of our concerns. We will all be much better off.

I do not apologies for trying to add some balance and perspective to these discussion or tackle some of the blatant misrepresentation that occurs here on a daily basis.

GLA

[hamhamham1] 05/1/2018 08:26

runt, you are a plank, that's all I got to say to you
(and thanks for the thumbs down on my last posts)

[hamhamham1] 05/1/2018 08:20

Yep, if Immupharma was a religion and the shareholders are the followers. You would have everyone here from the fundamentalists through to occasional Sunday worshipers and lastly those who just turn up for births, deaths & marriages.

[runtoma] 05/1/2018 08:18

hamham Still trying to be a good wingman

[happyman7] 05/1/2018 08:16

i dont think they (whoever) would make an official offer before it was rubber stamped, I thought you said that an interested party could buy sufficient shares in the open market and in reality that would virtually be impossible and that was my point to you, but maybe i was mistaken.
Anyhow, i wish you good luck with your investment, i think, we both want the same result.

[hamhamham1] 05/1/2018 08:10

Whats monotonous is the constant postings that the company is going to be worth tens of billions of pounds. These postings are seemingly unchallengable here.
Whereas any postings which assume lower values and highlight any potential downsides and ravaged here.
If you step back, it's plain to see.
It's always good to look at things from several view points.

[bigman786] 05/1/2018 08:09

nJb67 haha bless ya ... I thought you said you were going :-)

[divinessence] 05/1/2018 08:04

njb67 I am sure you mean well but you DID promise to go away, please keep that promise. Getting really monotonous.

[njb67] 05/1/2018 08:03

Happy
They would make an offer to the board/shareholders...how it always works.

[njb67] 05/1/2018 07:59

HK
??
We are talking about the timing of a bid/due diligence. IMO, no bid has been made because the Ph3 results are not a sure thing. If they were a sure thing (proves Lup and poss p140 platform) then you would expect the big boys to have made a move by now.
Hope useful

[happyman7] 05/1/2018 07:51

and again, i ask, when you have no shares to start with, what are the mechanics of acquiring over a 50% shareholding in order to make a bid? You can not just go to Mr Market and acquire shares. Surely you would have to speak to the existing major shareholders. All you do is epeat the same thing about phase 3 and whether it is a done deal. Are you a sleeping politician, ie ignores the question and carries on regardless? lol

[herschel k] 05/1/2018 07:28

But the other day you were saying that a big pharma couldn't just purchase IMM or the p140 peptide to be more specific, without a significant amount of due diligence........now you're saying if things were certain on phase 3 they'd already be bidding without due diligence (which is what they would have to do)......You can't argue that we're at the current share price for one reason and in the next breath argue the opposite.

[njb67] 05/1/2018 07:16

happy
My point was simply if the phase 3 results are a done deal, then why has another company not yet made a bid? I believe that they are not a done deal (as some here would want you to believe) which is why no bid has been made yet.

GLA

[money maker1] 04/1/2018 23:53

£60 to £100 on successful Phase 3.

[happyman7] 04/1/2018 22:51

note to njb67, You have not answered my point, perhaps naive by me, which i say again,
there are relatively few free shares, can you tell me how any prospective suiter manages to acquire a bidable holding in the open market at below £2, without moving the price substantially, even just to get hold of a measly million shares. I have not seen the shareholding list, but any big pharma would have to i guess get in touch with the current insti holders, but then they would hardly let go of their shares, in view of the impending news.

note to LTH, who have been in since circa 50p, have you now derisked by having sold a chunk spo you are holding 'free' shares.

note to more recent shareholders,like myself, is it best to place a stop loss way below 180p, only I did note the other day that the price dropped sharply (about 20p) maybe to 'get' those stop losses and then rose again the same day. of course there may have been mm games at play, as the options at 153p were rns'd the day after.

[l0ngterm] 04/1/2018 22:40

On the 2nd point, a lead time of over 15-24 months ( assuming 2nd trial, March results, and x months to recruit etc.). I would guess is a tad tad earlyI can see your point on management speak. Have a read of the below interview, it covers some of these points. http://www.immupharma.co.uk/wp-content/uploads/2017/10/DirectorsTalk-Highlights-sept-20171.pdf

[blackbear] 04/1/2018 22:30

my main holding is a spread bet, it's tax free! mad not to IMHO.

[njb67] 04/1/2018 22:29

runt
If you want to watch a confident CEO in action, google David Robson (TPL). That turned out well in the end for shareholders...

[njb67] 04/1/2018 22:28

happy

1) if lupus approval was a dead cert, a big co would have made a move by now when the market price is sub £2 rather than waiting for it to rise before making an offer / or watch someone else pounce.
2) correct. Something our unrelenting cheerleaders seem not to comprehend, or choose to ignore.

I am long here, it is a calculated risk. I am simply challenging the relentless rampers who repeatedly claim that this is a risk free, sure fire winner.

[runtoma] 04/1/2018 22:23

njb not reading much into company statements. He should have added this - Only that the company are doing everything right and are very confident.

[ctrlseng] 04/1/2018 22:11

DavR0s, I was wondering what would happen with spread bet on the takeover?
Can you sell the bet anytime or you have to find someone one the other side of the market?