Scancell Share Discussion Threads

[nigelpm] 22/9/2023 18:23

Inanaco. You're a good guy and dedicated to the stock but the reality of any equity is the downside is 100%.

Stuff often happens that is unknown at the time.

If it can happen to companies that make profits it can definitely happen to a biotech that is burning through cash and will need more!

In a firesale after all the liabilities have been paid up you'd be lucky to get back £10m.

[the real lozan] 22/9/2023 17:01

"sadly, he always end up with his obnoxious posts and a foot stamp ...."
.
sadly = So do YOU
.
GUFFAW

[inanaco] 22/9/2023 16:56

Not insisting anything .......... Mr Conman

if MT can make a rational argument all is well ......

sadly, he always end up with his obnoxious posts and a foot stamp ....

[the real lozan] 22/9/2023 16:48

GUFFAW -
So, as the day ends with a falling S P, with the knowalls AIMLESSLY arguing over nothing, with EGOb yet again insisting ONLY HE is right and everyone else is WRONG ....
Some might ask who is "Barking" ???

[inanaco] 22/9/2023 16:05

IMHO ... scancells assets could easily sell for 30p/share and above in a forced sale

because i am valuing the asset not the sentiment

when i buy property it contains No goodwill value

its pure ......

what is it worth

[inanaco] 22/9/2023 16:03

look we all know the share price fluctuates most of the time because folks get bored, can't read RNS or just dont have a clue about the science ... all they do is look at elliots waves and make a guess buy or sell

agreed ?

so share price is not the benchmark to value anything other than sentiment

[markingtime] 22/9/2023 16:00

Give your head a wobble, Inan.I am highlighting why people view you (wrongly in my view) as a moron who is unreasonably bullish.You can choose to keep arguing that this share is "no risk" if you like, but that will just (perhaps rightly) confirm their opinion. It plainly has SOME risk.Don't shoot the messenger.....

[inanaco] 22/9/2023 15:56

so you consider the asset value risky ? MT

even if its a trivial amount ... by your own words


can you value that risk for us ....

as its an asset class

is that why the share price is so low ? from trinity at 37p ...

the asset has been written back by over half because of this extreme risk

which you say is Trivial

[inanaco] 22/9/2023 15:51

you are picking bits from the post Bermuda

that was a question to MT so its pretty obvious that i think they would

-----------------------------------------------

MT

the mcap is a sad £130m

are you saying Genmab would not bid £130m to buy out the deal that could cost them $600m plus royalties

and have the rest of scancell for free

[markingtime] 22/9/2023 15:48

Guff, inan. Risk is still risk even if you (and I) assess it as being trivial in relation to the potential reward.Where you go wrong is in making ludicrous exaggerations......smaller risks than the market price implies is NOT the same as "no risk".Have a good w/e.

[inanaco] 22/9/2023 15:47

bermuda ... yes i am saying they would

[inanaco] 22/9/2023 15:44

Genmab now has the opportunity to bid ..........

but so does BMS etc

[inanaco] 22/9/2023 15:42

bermuda ....

its not just buying out the contract is it .........

its worse case scenario ..... scancell can't go bust it has no borrowing other than the £20m on the balance sheet which would technically cause a takeover in default .... you get your money back but before that happened scancell could raise again to cover interest ....

lets say scancell can see itself running low and can't raise ... so puts itself up for sale

an auction with a start bid at the SP

[bermudashorts] 22/9/2023 15:37

inanaco

'are you saying Genmab would not bid £130m to buy out the deal that could cost them $600m plus royalties'

Are you saying they would?

[inanaco] 22/9/2023 15:35

the scenario in question is last resort ..

scancell puts itself up for sale .............. will you get your money back

[inanaco] 22/9/2023 15:31

if you feel scancells assets are not worth 16p x shares in issue ... then you could make the case for risk in this scenario

[miavoce] 22/9/2023 15:30

Should see the posters being uploaded to the Scancell website soon - I wonder if we'll get an rnsnon to go with them with additional context ?

[inanaco] 22/9/2023 15:29

not discussing equity investment singular

we are discussing the value of assets and with a contract in situ v the equity investment

[markingtime] 22/9/2023 15:22

So you are arguing that sunk costs are more valuable than opportunity costs, Ruck?Interesting......

[markingtime] 22/9/2023 15:19

Very simple. "No" is an absolute term. No risk means absolutely no risk.....which is equivalent to government-backed gilts for sterling denominated assets.NO equity investment on the planet is "no risk".

[markingtime] 22/9/2023 15:16

Barking mad. Absolutely barking !! FFS.

[the real lozan] 22/9/2023 13:17

I don't for one minute think that the sensible folks like Bob,Ivy,Ruck,tosh, ONW and many many others will mind .
They may even be smiling at the example of just how EASY it is to CON YOU and YOUr flock of GREED driven sheep.
Some might even start to question whether YOU are the 'moneybags' YOU repeatedly CLAIM to be... or simply the'EGOboy' sooo many see YOU lot as.???

[inanaco] 22/9/2023 12:57

absolutely dementia has taken over the 40c plus heatwave did him in

that along with the valuation of the kitchen table .....

surely must be enough ....

I wonder how the "conned" are feeling now ...

poor "Bob"