Reneuron Share Discussion Threads

[terminator101] 07/2/2022 19:53

The only place that this will fly is off with investors cash IMO. I see waffle all the time that it's valued at the cash, however if the board just keep,spending cash then that cash is worth literally nothing.

[fred177] 07/2/2022 17:17

i disagree the extended Fosun deal and others will help it fly

[blackhorse23] 07/2/2022 12:52

It's going down

[onceaday] 05/2/2022 15:08

It does rather look that way..

[terminator101] 05/2/2022 11:57

Just the 5,539,386 left to dump huh? Not a great sign that a major holder is reducing. Is this another reason why the pedestrian scientists running this havent bought a single additional share between them? Perhaps it also explains why when Hunt left they gave him "accelerated options" (bet he exercised them and dumped they lot now he didn't have to report) and a nice big fat £40,000 bonus. Nice they gave out shareholders cash for presiding over such value destruction huh.

[onceaday] 04/2/2022 17:57

From the latest RNS, it seems that Obotritia has reduced its holding.

Mark Evans, the chairman of Obotritia, was appointed as a non-independent non-executive director of ReNeuron.

[bradders51] 04/2/2022 15:24

To be fair to them, the trials that they are conducting with the 7 partners will take (at best) the major part of this year and into next probably, so they are stymied signing licenses for many months I would have thought.
Our one immediate hope for the next few weeks/months would be our Chinese friends :

Part of Revenue Stream 2 " to complete ONGOING (my capitals) discusions with Fosun on a technology transfer agreement".
Is this about to be announced? There were wry smiles when asked why no directors are buying at this price. (28 minutes in) They would be in a closed period.

Also, at this price, assuming their exosomes are as good as they are making out, aren't they a sitting duck for a quick, reasonably/cheap price for taking out?

All imho but wtfdik.

[pdt] 04/2/2022 15:08

Bradders, I listened to it as well and had the same conclusion. He said that this year would be all about generating data - well, that's not going to pay the bills is it! I came away feeling this was now more an academic organisation doing research rather than a commercial organisation.

[bradders51] 04/2/2022 13:55

Absolutely nothing new on the strategic update meeting.
V. poor I thought.

[terminator101] 02/2/2022 20:02

Its a tough competition to be honest, so many contenders like DMTR, VAST, ADME, CEG, INSP, PREM, URU, NTOG, ECHO, NNN, SENS, HARL, CHLL, LOOP, MODE, but yes, RENE are right up there :-)

[ps0u3165] 02/2/2022 18:46

Forget about 52 week low its an all time low.

[martinfrench] 02/2/2022 15:29

was there ever a company that is less interested in its shareholders than this one ?

[sbb1x] 02/2/2022 15:21

New 52 week low 30 25p

[firerisk13] 01/2/2022 16:49

I am now down 40k in this basket case, on its way down to 10p it has nothing to sell and does nothing thst at least 100 companies in usa are doing.

[bradders51] 28/1/2022 07:59

The presentation is well needed. It'll should be interesting to say the least! (I hope)

[blackhorse23] 27/1/2022 21:43

No sale whatsoever till now ?!

[bradders51] 27/1/2022 13:06

It depends on if you believe that exosomes will be a few billion pounds world wide market and if Rene has the wherewithall, skill and expertise to exploit it.
The exosomes are in for free at this price. Crazy, but I guess deserved considering the strange disparity in the RP results between stage 1 & 2 trials.

[whatno] 27/1/2022 11:44

In the current risk-on environment, it's hard to see the attraction of this company.

[terminator101] 27/1/2022 11:03

The mistake people make following a big drop in price is thinking that it can't go lower. Have a look at ADV, BOTB, THG, BOO, AVON or LOOP for those burnt on that premises.

[ayl30] 26/1/2022 08:20

Has to be worth more than market cap when you exclude cash, no brainer

[blackhorse23] 26/1/2022 00:18

No sale , no director buy ?!! Over valued stock

[lovewinshatelosses] 25/1/2022 18:13

No TR-1's yet, no BOD purchases, so sub 30p was indeed a correct call here (even if by some miracle 31p turns out to be the low, my call would be close enough I think!) Happened quicker than I expected though.
Come on, Iain Ross, it is time to seriously consider taking out the broom to the boardroom. Time for some changes, while ideally stumping up some cash to buy a chunk of stock on the open market for yourself! IMO, nothing demonstrates shareholder alignment better than such an action....

[terminator101] 23/1/2022 20:01

Lol, a £30m valuation excluding cash. Investors play long shots like RENE for the chance of a life changing upside. That's simply going to cut it.

[terminator101] 23/1/2022 19:57

Simple, in general after a massive shock or profit warning, a stock will drop for 3 trading days before investors come to terms with the drop. It played out well here, and if you check the history on the following recent cases you will see it playing out there too sens, botb, boo, THG

[bradders51] 20/1/2022 12:20

I posted this on the other site.
AC has withdrawn it's valuation of Rene because of the trial results. They are finding it difficult to put a valuation on the Exosome worth but estimate market cap about 1/3 of Codiak. They reckon about £30 million excluding cash.
So today's valuation is possibly significantly undervalued, but management will have to boost confidence in the exosome platform to boost investor confidence. Validation is needed through commercial deals using exosomes as delivery
vehicles for third party therapies. In addition, ReNeuron need to develop and disclose a realistic programme and timescale for any proprietary clinical products.