Plethora Solutions Share Discussion Threads

[trend surfer] 21/12/2015 13:19

tsmith2. RP are onto a winner imo and investors seem to be in agreement.

[plastow] 21/12/2015 12:22

Nice to see a bit of blue!!

[tsmith2] 21/12/2015 07:04

RP shares on March up...

[lagosboy] 19/12/2015 22:13

Only post possible offer , not since firm offer

[tsmith2] 19/12/2015 18:11

Has he commented recently?

[lagosboy] 19/12/2015 15:54

I agree, it is fair offer and JM being on both sides of the deal is good.

Ple is out of cash - so alternative would have been a discounted Placing.

EK bought at around 7 p and 5 p from memory - he liked fact that RP share price did not immediately adjust down.

You can find his comments in MasterInvestor.

[zangdook] 19/12/2015 15:04

access to the cash within RP

No announcements from RP yet about disposals of other assets, supposedly planned for this month.

[tsmith2] 19/12/2015 14:00

Would be interested in learning of EK's thoughts on this..

[tsmith2] 19/12/2015 13:59

The premium being paid reflects the progress to date...it's a fair offer and Mellon is no charity..People haven't twigged as yet..

[lagosboy] 19/12/2015 13:57

In fairness the expected timelines were laid out in an earlier RNS.

My take, for what its worth, is that pretty early on they got a heads up from the technical guys that the cannister issue was solvable and hence they bought out Sharwood back in June.

As soon as the batches were complete for stability testing, they had the green light to go ahead with an offer from RP without exposing themselves to lawsuits.

The purpose of the offer is solely to get access to the cash within RP to speed up developments on all fronts.

A stand alone RNS may well have helped the Ple share price but there was no new development beyond what the company had already released in an RNS. Moving into an offer period means one has to tread very carefully in terms of information disseminated, especially if it could be viewed as an attempt to manipulate the share price.

Given the cannister issue is likely resolved, and whilst there always remains a slight possibility that it fails the six month stability test, now would seem to be a very good opportunity to buy.

Whilst an offer would be welcome at the right price, JM and his team are focused on the end game, more licence deals and cracking the US.

My only unanswered concern is why have Baker Brothers been selling?

[al h] 19/12/2015 11:41

Well the above statement, nicely hidden in the RNS of 15th Dec, doesn't say much about the integrity of this outfit.



Why wasn't this development progress specifically mentioned in a separate RNS, as happened when the problems with the 6 dose can first appeared, halving the share price in the process ? This is essentially saying the issues with inconsistent dose delivery must have been resolved. Whole thing has a bit of a whiff about it.

[brandy5911] 19/12/2015 11:33

If they reach 1bil I would be very surprised?

[lagosboy] 19/12/2015 09:14

Brandy - nothing further to announce- 6 month stability test underway. Those in the know clearly highly confident about the outcome.


Development of the reduced fill can is progressing to schedule with the manufacture of all three good manufacturing practice product ("GMP") batches successfully completed earlier this month by Pharmaserve. The three GMP batches will now be placed on stability with Catalent. Plethora's management believes that the commercial launch of the reduced filled can PSD502™ is expected to take place in Europe during the latter half of 2016, to coincide with the availability of the first commercial production batches and Recordati's pre-launch marketing processes.
Plethora's management believes the premature ejaculation market will in due course be worth between US$500 million and US$3 billion.

[brandy5911] 18/12/2015 21:48

I'm guessing 6 dose can is sorted and will release RNS soon after merger

[mrejh] 18/12/2015 21:17

Post deal there's bound to be a few people selling which means RP will fall a certain amount, but long term story holds. Remember, would they be buying it if they weren't sure...management is the same at both companies.

[mrejh] 18/12/2015 21:15

Simple: if you bought shares and were planning to hold pre offer then this is a great deal and still a hold.

[brandy5911] 18/12/2015 16:34

Me to holding all the way

[plastow] 18/12/2015 15:55

Still happy to hold Rp share seems to be firm which is good news for ple holder's..

[sportbilly1976] 18/12/2015 15:26

Tara,

you able to add the RP chart into the header please for ease and as a fyi

[brandy5911] 18/12/2015 15:15

I'm RP will drop deal completed

[tsmith2] 18/12/2015 14:35

Would seem so, v little selling price down, decent amount of buying no upwards move...With RP shares staying firm, a bit of a nil brainer

[brandy5911] 18/12/2015 14:12

Big sell in background hear

[tsmith2] 16/12/2015 14:37

This maybe simplistic but we are getting RP paper... The higher the RP the more the PLE shares are worth. So unless RP collapses, which you would have thought it would have done by now then just hold for deal to go through..

[isanboi] 16/12/2015 13:24

It dowsnt zangdook. I've boi es here. He meant 0.04p which is less than what it is trading for today