The Istesso arthritis result is going to be key since this is the biggest holding at 11p per share. |
Looking positive this am |
Useful to determine if any action you take is a speculation or an investment to avoid deluding yourself before you even start. |
There's no way to 2nd guess. Speculation is the name of the game. |
I understand that in fact it's unusual for such a delay. Separately the mechanism of this drug has been tried before (to be fair only a quick read from someone), and not gone anywhere. Obviously I hope that there is nothing wrong and the trial read out is all OK and the drug gets further backing. In which case I also hope for a decent rerate. |
Discount to enav is eye watering. If the arthritis read out is positive this will sky rocket |
undervalued just like peer group - will break out |
I have also topped up, first thing this morning, despite being overweight, and overweight ONT. |
All I remember reading was that results were due during 2024.
Did anything state Summer? |
Bit concerned about the Istesso delay and indeed the quality/novelty of the drug in question. |
IPO has the unloved syndrome for small uk shares. As they deal in small uk shares and all these are unloved hence the low price. It doesnt mean the assets they hold are bad its just the market. I hold IPO/Frontier/Duke/Mercia/Tekcapital and they are all pretty much down, although if you do a calculation on some of thier bigger holdings they all have sum-of-the-parts that are much greater than the share price.
Which ever way you look at IPO its worth much more than the current share price. |
Over 9 million traded in just over the hour. |
Looks like it could be. |
back over 40p in short order |
that was the low point |
NAV is less if a problem to imho. I also think management are professionals.
My beef is misalignment of incentives and a lack of what I would call fighting spirit to aggressively market IPO. |
NAV reality is 100% reputational risk. Although I have extreme annoyance with the management I do think they won't jeopardise reputation through over egging the holding values. |
A 4 million trade just went through, hopefully on the way to clearing the seller. |
Web site says Berenburg and Nunis are also company brokers. Why are there no analyst reports and price targets from these research tree? |
I'd agree it is a cheap way to get exposure to a NAV figure that has a decent chance of evaporating while the company spends the cash as fast as they can realise it. An optimist might argue that the NAV will be realised and more as the IP is commercialised.
As an aside why is the Helium green when the company makes electrolysers. Surely its just green if you run the electrolysers on green electricity? |
It is a bit rubbish they only have one broker issuing notes and poor if the company broker isn't promoting the comoany through research and a price target. That would be time to get a new broker |
Companies can't been seen to be favouring one shareholder over other, leads them open to messy legal complications. Seller may have approached a broker to place the holding, but not like the price offered. (too big a discount ) As previously mentioned BoA although a company broker do not research the company, so would not be keen to place them, ( making for a lousy bid). No other big banks produce research either. Again, this has been pointed out to the CEO! Why do BoA who get most of the fees not produce research. Answer is, cos the CEO hasn't pushed them to do it. Weak! |
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