Plethora Solutions Share Discussion Threads

[cashmachine2] 10/11/2015 15:34

Well Baker Brothers made a mistake on the 9th with their holding announcement- it was 65m and not 35m and they reduced slightly yesterday and another 1M today bringing their total to just over 61mMr_Dross - 10 Nov 2015 - 08:48 - 9242 of 9258 - 1heres why the share price is still subdued , things will change one word .. opertunityHttp://www.investegate.co.uk/plethora-solutions--ple-/rns/holding-s--in-company/201511091710031011F/

[cashmachine2] 10/11/2015 15:33

Well Baker Brothers made a mistake on the 9th with their holding announcement- it was 65m and not 35m and they reduced slightly yesterday and another 1M today bringing their total to just over 61mMr_Dross - 10 Nov 2015 - 08:48 - 9242 of 9258 - 1heres why the share price is still subdued , things will change one word .. opertunityHttp://www.investegate.co.uk/plethora-solutions--ple-/rns/holding-s--in-company/201511091710031011F/

[mr_dross] 10/11/2015 12:42

some nice buys going through today

[cashmachine2] 10/11/2015 11:59

Well a nice £52k purchase of a million shares.

[brandy5911] 10/11/2015 11:02

Most importantly the major share holders have invested millions this has to come to market How well it will do who knows ???

[brandy5911] 10/11/2015 10:45

6 dose can is sorted you can be sure if that

[al h] 10/11/2015 10:08

Won't be any sales at all if the 6 dose can problems can't be resolved. Remember these are technical issues apparently, throwing money at it therefore won't necessarily sort it out. And they can't sell the larger dose can because they have no route to market right now. All a bit of a shame really, some poor company decisions have scuppered what looked like a great opportunity, this stuff should have been on the shelves by now, but that is still looking a long way off at the moment.

[catscats] 10/11/2015 10:00

Al H - HK stockmarket is an order driven market, any 'MM's are brokers that are close to the company and can easily keep a very small market cap stock like RP steady with a few bids. I doubt there is any borrow on RP so there will be no shorting/arbitrage and JM and friends probably control most of the stock anyway.
They will keep the price steady to encourage all the holders of PLE to stay and hope to get a big lift up in value....but i expect anyone who buys PLE now will sell their RP shares at 100% gain (if they can)...

the way that PLE has traded doesn't fill me with confidence that we will get big sales very soon...FDA approval will not be until 2017 (if at all)

i watch with interest

[cashmachine2] 10/11/2015 09:59

Al HAbsolutely.If you look at these excerpts you'll see the expected estimate of revenue for Europe and the US being over $1Band this doesn't include the largest Asian market.They also stated "The Company expects to complete the filing of the FORTACIN(TM) NDA incorporating the new can size (6 doses, 3 sprays per dose) by Q4 2015 /Q1 2016" so assuming the "heads up" has been given this may well be the main reason for the push by JM now. Here's the info taken from the RNS's"Confirming the significant potential market opportunity for FORTACIN(TM) both in the United States and European Union (EU). Based on estimated market sizes, pricing input from its US marketing consultant and other internal estimates, the Directors of Plethora believe forecast peak prescription sales (end user sales) could reach in excess of US$1 billion per annum for FORTACIN(TM) -- Providing background on the potential pricing of FORTACIN(TM) in the five largest pharmaceutical markets in the EU and the US. This will show that the Company anticipates a fairly wide variance in pricing in these markets and that the pricing of FORTACIN(TM) in the EU is expected to be lower than in the US. The price per dose is expected to be between US$6 to US$10 in the EU and approximately US$17 per dose in the US. -- Clarifying and confirming the anticipated timelines relating to the NDA filing and potential approval of FORTACIN(TM) in the US. The Company expects to complete the filing of the FORTACIN(TM) NDA incorporating the new can size (6 doses, 3 sprays per dose) by Q4 2015 /Q1 2016. Once the filing has been made the Company anticipates a 10 month Prescription Drug User Fee Act review with commercial launch in the US expected in 2017.

[al h] 10/11/2015 09:44

I agree it makes no sense but experience tells you the trading logic of retail punters rarely makes much sense. Plenty of cases where retail does the exact opposite of what they should be doing and get stung as a consequence, one of those mysteries of the stock market. And it's hard to know who holds the other 2.4 billion shares in RP, retail punters or "interested parties" ?

If the 6 dose can problems are resolved then the MC would be largely if not fully justified, maybe peeps are expecting that rabbit to be pulled out of the hat in the near future. Certainly there must be some news on that front, they've had months and months to sort it out since the last update.

[brandy5911] 10/11/2015 09:40

I'm no pharma expert but I see modest gains long term after takeover They Havant invented the wheel or this is not viagra One product at moment - but my observation on what we no

[cashmachine2] 10/11/2015 09:20

Al HThat makes no sense imo. So you're saying that all the 3.5b holders of RP are sitting waiting for their holdings to be halved? Are they too blind to see it or is there more to it?You're right the deal has not been confirmed yet but from the two letters of intent and the significant holders do you think JM won't get this through?Are you also saying the two letters of intent of 10% also don't see "value" in their holdings?

[anthony16731] 10/11/2015 09:19

Somebody selling 30m shares doesn't influence the share price?

[ch4p_85] 10/11/2015 09:19

Never the less you have got to have balls of steel to hold lol

[cashmachine2] 10/11/2015 09:11

Currently the Regent is worth 13.5p for your PLE shares of 5p!!!Here's my take - JM and the board have a significant interest in both camps but they also know that Regent has the funds to fully commercialise PSD502™ very quickly. PSD502™ is likely to be introduced in Europe initially, as it has already secured European Medicines Agency approval and they've stated it will be a very attractive investment so clearly they know the likely revenue stream for the European release. They have also stated "particular in the remaining key markets of the U.S., Latin America and Asia Pacific regions. Regent Pacific believes that Asia Pacific is likely to become a key component to the eventual marketing and distribution strategy for PSD502™ and Regent Pacific's Hong Kong office will provide an excellent base from which to manage the controlled launch of the product following receipt of relevant regulatory approvals."So if current holders of RP thought it was a bum deal, why the strength in HK. They know RP will reap the rewards of PSD502 and that dwarfs the combined market cap of the two companies.

[al h] 10/11/2015 09:08

Oh brother ... it's nothing to do with trading. It's to do with dilution. Forget the current share price of RP on the HK exchange. The deal hasn't been confirmed so why would the HK MMs make any correction to the share price ? The RP trade volumes on HK are trivial and diminishing, 4.6 million today out of 3.5 billion. As said before, you can't add 75 million to the PLE MC simply by swapping shares. If the deal goes through expect the RP share price to see a heavy correction by the MMs the day the new RP shares hit the market, or more likely from the day the deal is confirmed. Just the way the market works.

[plastow] 10/11/2015 08:56

Yes over hang for some reason there offloading a few not sure why note last night rns is there anyone that knows more about these situations??

[anthony16731] 10/11/2015 08:55

Exactly - it's low because we had a 30 million seller and lots of warrant holders. Looks like that might be cleared so I'm expecting a slow tick-up between now and announcement.Hk share price steadily rising and all indications that the deal will go through should go someway to give holders confidence even if currently sat on losses.

[mr_dross] 10/11/2015 08:48

heres why the share price is still subdued , things will change one word .. opertunity

[catscats] 10/11/2015 08:46

you have to ask why the share price sits at such a large discount to the offer...?

1. investors selling because they dont want to hold HK stock - possible
2. investors think the deal will not go ahead - unlikely
3. investors think the price of Regent will halve when deal is done - v likely

Important question remains - what is PLE's treatment worth....? Tricky....

[liquid millionaire] 10/11/2015 08:37

Regent Pacific Group Limited

Possible Offer for Plethora Solutions Holdings plc

Letter of Intent received from each of Forest Nominees Limited and W B Nominees Limited

Further to the announcement on 4 November 2015 (the "Announcement") in relation to the possible offer (the "Possible Offer") for Plethora Solutions Holdings plc ("Plethora", AIM: PLE) by Regent Pacific Group Limited ("Regent", Hong Kong Stock Code: 0575), Regent is pleased to announce that it has received a letter of intent from Forest Nominees Limited ("Forest Nominees") in relation to 76,357,880 ordinary shares in the capital of Plethora and a letter of intent from W B Nominees Limited ("W B Nominees") in relation to 13,848,458 ordinary shares in the capital of Plethora, together representing approximately 10.96 per cent. of the current issued ordinary share capital of Plethora.

Each of Forest Nominees and W B Nominees has confirmed that, if a firm offer announcement is made, it is their current intention to cast, or procure the casting of, all votes (whether on a show of hands or a poll and whether in person or by proxy) in respect of the ordinary shares in Plethora they currently hold and any other ordinary shares in Plethora of which they may hereafter become the registered owner, beneficial owner or in which they may become interested at any court meeting, general meeting or class meeting in connection with the Possible Offer to enable the Possible Offer to become effective.

Forest Nominees and W B Nominees have each provided their letters of intent on the basis of the terms of the Possible Offer (including the exchange ratio) set out in the Announcement.

The letters of intent from Forest Nominees and W B Nominees are the first letters of intent received by Regent to date in relation to the Possible Offer. Capitalised terms used in this announcement have the meaning given to them in the Announcement.

Information on Regent

The board of directors of Regent consists of James Mellon (Non-Executive Co-Chairman), Stephen Dattels (Non-Executive Co-Chairman), Jamie Gibson (Executive Director and Chief Executive Officer), David Comba (Independent Non-Executive Director), Julie Oates (Independent Non-Executive Director), Mark Searle (Independent Non-Executive Director) and Jayne Sutcliffe (Non-Executive Director).

[cashmachine2] 10/11/2015 08:10

Plastow.Yes it continues to show strength in HK and as has been stated Regent Acquiring PLE will open up the path to market which JM clearly knows. I'm amazed the share price currently sits well below 50% of the intended offer value. I believe there will be a major correction here in the next few days, especially after many PIs have panicked and sold or worse still sold at a loss.

[plastow] 10/11/2015 08:01

Hk 575 up a little last night!! 2%

[tsmith2] 09/11/2015 07:29

Evil buys furtherhttp://masterinvestor.co.uk/latest/the-evil-diaries-plethora-and-pantheon/So first at 7p..