N4 Pharma Share Discussion Threads

[dplewis1] 02/8/2018 11:12

Astonishingly you actually had people standing up for you here and you could have clawed back a bit of credibility. You have shown yet again your lack of control and strange compulsion to drag the conversation away from the company and onto petty squabbles.

[nobbygnome] 02/8/2018 11:04

😂😂😂 Show me where I have said 'no' reformulation is ever successful. You just make things up. On the contrary you claimed the reformulation was a shoe in.....just like a Japanese Nuvec deal. Some objectivity would be appreciated.

[hughwilson] 02/8/2018 11:01

Nobby, for someone who claims to know everything about the pharma world you really do astonish me. You claim that no reformulation is successful the first time when it suits your argument and yet you question N4 for budgeting for a re trial.

Enough of this stupidity, I have better things to do.

[dplewis1] 02/8/2018 10:58

If anyone who was saying that Hugh was getting bullied is observing, please note the below comment him.. Still the most bitter man at never having won an argument.

[nobbygnome] 02/8/2018 10:57

What erudite comment🙄

[nobbygnome] 02/8/2018 10:55

>> hugh

So they were budgeting for the trial failing. Hmmm interesting....

[ballymoss18] 02/8/2018 10:53

Nice to see you guys talking about the company.

[dplewis1] 02/8/2018 10:52

Don't see you point there Hugh, twitter isn't a designated share board it's a social media platform that I also happen to monitor for lots of other things. Hugh Wilson "No more from me today"..

[hughwilson] 02/8/2018 10:47

dplewis12 Aug '18 - 09:56 - 491 of 494

"I'm not looking at other boards so can't comment."

dplewis12 Aug '18 - 10:39 - 494 of 494

"N4 twitter feed starting to get excited with people posting their buys etc. Shall observe with interest."

[dplewis1] 02/8/2018 10:39

Going to be an interesting test of herd mentality today. N4 twitter feed starting to get excited with people posting their buys etc. Shall observewith interest.

[hughwilson] 02/8/2018 10:33

Nobbo, you are completely wrong as per normal. The re trial IS budgeted for and as I said above they have nearly a million pounds to come in warrants.
Also, the market does NOT agree with you as per the straight line up today.

[nobbygnome] 02/8/2018 10:21

I have seen it so often after a change of brokers. Plus I have seen it so often that companies deny (not surprisingly) that they need a fund raising. Yet suddenly one pops up.....

A better question to ask would have been how much is the reformulation going to cost? Maybe £250k, probably more. That is not a budgeted expense so as I say their financial forecasts have gone out the window.

Plus if you are negotiating deals with companies (for example concerning Nuvec) then you have to do it from a position of strength. If not, the negotiating company just strings out the discussions as your cash dwindles away and you become more desperate. Again I have seen it so often.

All adds up to the inevitable IMHO..... Remember I am a shareholder so I am not deramping just giving the realistic view. It seems the market agrees with me at the moment sadly.

[dplewis1] 02/8/2018 09:56

I don't think nobby is trying to scare people into selling. I'm not looking at other boards so can't comment. However it's merely the nature of the market that people sell when an AIM company changes nomad, because there is plenty of empirical evidence to show that one follows another. It is still puzzling that despite you saying it is grossly oversold, not one single share has been purchased. Surely you should be remortgaging the house and throwing all you've got at it..!

[hughwilson] 02/8/2018 09:43

I mentioned no names Lewis so its a case of if the cap fits but there is no denying that the broker change has been used by those deraming the stock to scare weak investors into selling. The result, in my opinion, is a grossly oversold share price

No more from me today.

[eddie_yates] 02/8/2018 09:41

Hugh are you now saying that the company will be ready to sign Nuvec deals in 2019??

[dplewis1] 02/8/2018 09:35

You may have noticed I've taken a more conciliatory tone this morning, largely for the benefit of others on the board. I hope you are not including me in the group of people that are saying there's going to be a fundraising because I have said no such thing. I am actually of the view that they won't require cash for a while yet either - they run quite a tight ship cost-wise and let's face it, if you say "the group will be funded throughout 2018 and we'll into 2019" in your finals and then raise cash a few months later you might as well say goodbye to your company.

[hughwilson] 02/8/2018 09:13

Lewis, N4 say they are fully funded until way into 2019. On top of that, they have nearly a million pounds of revenue from warrants to come so what you are talking about are possible forward looking events in the event that N4 do not sign any deals for Nuvec even though the company says that they will be ready to sign deals as of 2019.
I am constantly attacked for talking about future events on the basis that they are not fact and yet the BB`s are awash with posters talking about a fundraise like its going to happen any day. The reason for my posting today was to tell investors that that is not the case.

[dplewis1] 02/8/2018 08:59

Ok let's keep it on topic please hugh, we had started quite well.. From the perspective of a shareholder in any company, changing broker is generally viewed as negative. For me as a shareholder in N4, the key is if they can sign something Nuvec related and start getting some money through the door, then there's no cash call. If they can't do that then they will clearly run out of money at some point. Do people think would that be a fair summation?

[hughwilson] 02/8/2018 08:43

Nobbo, Really.
Posting the truth straight from the horse's mouth is the thought in my mind rather than the lies and misinformation being spread by certain posters throughout the BB`s.

[nobbygnome] 02/8/2018 08:35

The proof of the pudding will be in the eating.....

He would never ever have said yes to your question so it is almost pointless asking it. There will be a suitable pause and then in a few months time lo and behold a fund raising will appear with an appropriate excuse.

Naive is the word which springs to mind....

All IMHO of course...

[hughwilson] 02/8/2018 08:31

Nobby, because the change of broker was being used as an excuse to spread fear in the minds of the weak holders by those intent on deramping the stock by spreading fears of a fundraise, I questioned Nigel specifically about the reason for the change. I posted his words in their entirety and without other input from myself to show that there was no intent to raise cash. I do not intend to enter into a discussion about whether Nigel is a liar or not as I find him to be very genuine.

[dplewis1] 02/8/2018 08:23

I think the price/volume action this morning may have answered my question already. If boards do have an impact, then nobby's post should have encouraged sellers and Hugh's post should have encouraged people to wade back in. But there has been no volume..so for me that means the price set by the MM's is fair based on the current balance of sentiment.

[nobbygnome] 02/8/2018 07:03

>> hugh

With all due respect, what do you expect him to say. There is no way he is going to admit that yes there will be a fund raising in 3 months. Looking at the cash position and the fact that their cash forecasts have gone out the window, I will put my neck on the line and say a fund raising is almost inevitable.

[dplewis1] 02/8/2018 06:47

Rather than begin an argument about the veiled attempt to blame me for 'deramping' too much, there's actually an interesting discussion point here. How much impact does bullish and bearish posting on chat boards actually have..When Hugh and others were in full ramp mode did it actually artificially boost the price? Likewise, do those with a more bearish view actually encourage more selling than there needs to be? What are people's guesses at the percentage of the shareholder base that read ADVFN or any of the other share boards, and how many of those would be swayed into buying/selling/holding from what is said here? I've really no idea so would like to see if anyone has an opinion.