Scancell Share Discussion Threads

[inanaco] 08/11/2024 10:53

considering i am the one laying out the risks .....

i find it incredible your denial of them

[inanaco] 08/11/2024 10:51

well if you make people poorer by taxation and energy costs ....

they don't have money to buy shares

two ways to skin a cat .....

increase the supply of money looking for a home they might find Scancell attractive

you reduce taxation CGT on shares, you cancel IHT for Aim .....

or

you bury your head and ignore the headwinds ....

[gazza] 08/11/2024 10:43

Ffs, Start another thread for your looney tune rants. Let's try and have a proper, exclusive discussion of Scancell as an investment on this thread. Serious investors only please.

[inanaco] 08/11/2024 10:37

Claire Coutinho
Miliband’s pledge to lower heating bills was always pure fantasy – now we have the proof
It’s becoming painfully clear that Labour’s ‘clean power’ revolution will fail to deliver on its promises



I know i keep banging the drum ..... but the economy really does affect shareprices

if labour keeps allocating "windfarms" without the infrastructure of cabling and storage

we are on the HOOK for "constraint payments" in other words we pay for energy we cannot transfer to the grid

this is what happens when you force markets ....


First, Mr Miliband would have to rewrite the planning system, overcome global supply constraints and community dissent to build twice as many pylons and cables in the next five years as we have built in the last 10.

As even his own “head of mission control”, Chris Stark, acknowledges, “all planned transmission network projects must be built on time.” If Ed doesn’t deliver then consumers will be on the hook for billions of pounds in constraint payments, where we pay wind farms to simply switch off and sit idle.

Despite building more offshore wind than any other country bar China, we would need to contract as much offshore wind capacity in the next one to two years as in the last six combined.


As we have seen in the most recent auction round, which Mr Miliband bumped up, this approach is already driving up bills. Just last week the Institute for Fiscal Studies said that green levies, which people pay on top of their electricity bills, would rise by an extra £120 per household.

In a world where we are contracting vastly more wind power at breakneck speed, this will only go up. And even worse, the Neso report states that all of this upheaval would only cost the same as the current system if gas was priced at 100p per therm and if the carbon price rises to £147 per ton of carbon dioxide (tCO2) in 2030.

The problem? That forecast of gas prices is at the upper end of what Ed’s own department thinks is likely. Their central forecast is 70p per therm, and the current carbon price is just £38 per tCO2.

The International Energy Agency (IEA), the global energy watchdog, actually predicts that a global oversupply of gas is set to spark “fierce competition” in the market and depress prices.

Even in a world where we unfeasibly build everything on time, despite going at a speed never before seen in this country, while battling with global supply constraints and shortages of skilled workers, Ed’s plans would only make sense for bill payers if he triples our carbon price, and gas prices are 42pc higher than his own departmental forecasts.

I imagine that at this point most people will have come to the sane conclusion that we should think again, but in case you’re still clinging on, perhaps you think it would be worth it to rid ourselves of “volatile gas pricing” as Ed likes to say.

Well there’s a problem here too.

If we can’t build the vast amount of offshore wind we would need to, then the Neso’s second pathway means that gas will price the system 47pc of the time compared to a counterfactual of 58pc of the time.

For all the risks and costs that I’ve set out, does that seem worth it to you?

[the real lozan] 08/11/2024 09:59

How about = 13p

[miavoce] 08/11/2024 09:47

32p for me

[marcusl2] 08/11/2024 09:22

23p M
30p Inan
27p Phoenixs
33p Gazza
32p miavoce
13p Loz
Chill

only a few more names and we could do a sequel to One Flew Over the Cuckoo's Nest

[gazza] 08/11/2024 09:22

If the SCIB1 results are good we should get near the TD estimate. I'll say 33p

[phoenixs] 08/11/2024 09:19

27p hopefully and more

[marcusl2] 08/11/2024 09:09

23p M
30p Inan

[inanaco] 08/11/2024 09:01

30p plus if SCIB1 hits the mark and the Glymab deals etc announced

[marcusl2] 08/11/2024 08:59

Guesses

Closing price by 31 December 2024

I`ll go for 23p

[inanaco] 08/11/2024 08:58

The Left appears in complete shock .... Emily Maitlis Rory Stuart etc

they behave like they had just lost the Brexit Vote ...

question time last night perfect example .....

and yet Gilts are 4.6% ouch ! no headroom left for Reeves now

Germany gov gone and in serious trouble

why ? EU

can one man change the world ...... yea because while Europe grew by 30% the US grew by 70%

while Europe goes Backwards ..... with North Korean and Russian troops on the borders germany sits with its arms going rusty and yet its was Germany's decision to close Nuclear and completely depend on Russian Gas !! then to cap it all poured money into China

maybe some need a wake up call ..... sadly they only have WOKE ringtones

[inanaco] 08/11/2024 08:44

its funny Bermuda comes on wanting to change the narrative

how ....

by feeding Bullies .....

and yet he will not say a word against them ......

like Starmer with Lammy ? Dawn Butler ? Gazza ?

whats the difference

[inanaco] 08/11/2024 08:34

i see Gazza is back playing bully boy ..... the man who spent his life indoctrinated cannot shake off his chip on his shoulder ....

surprised your not in Amsterdam Gazza

[gazza] 08/11/2024 08:09

Phoenixs,I agree but with a board dominated by an unhinged ego maniac posting political rants it's not a particularly high bar is it?

[inanaco] 08/11/2024 08:07

"""It's not down to shareholders to try and raise the share price by constantly buying or through discussion on a stock bulletin board.""

I know ....

but some think whats posted affects the share price !!!

hence you want to filter "economics"

because your a bit doom and gloom

[phoenixs] 08/11/2024 07:56

Bermuda. Best post I have seen on here for some time

[bermudashorts] 08/11/2024 07:40

A supporter of the Company who has maintained a significant core holding for over a decade who will reconsider their position when iSCIB1+ results and/or funding are annaounced. So I have plenty in the game and your comment is nonsense.

It's not down to shareholders to try and raise the share price by constantly buying or through discussion on a stock bulletin board. Things that will lead to sustained rises here are attracting more institutional investment, deals and development of the pipeline and that's all down to the strategy followed by Scancell.

[gazza] 08/11/2024 06:56

"the only thing that shifts the dial is Money buying the share ."So all your buys over the years have increased the share price by how much?60p to 13.5The only thing that's going to shift the dial is someone with real money making a bid for the company. Any thing over 60p would be a result.

[inanaco] 07/11/2024 23:24

change it then ....

"A supporter of scancell who sold down"

having listened to over two years of RNS and great news has not bought back in

having admitted he won't buy back in ... insisted we talk scancell only

for His Benefit ?

WHY as its clearly being pointless

[bermudashorts] 07/11/2024 22:42

'A supporter of Scancell but not really in the game'

Utter nonsense.

[inanaco] 07/11/2024 22:14

maybe ...

but everything that has been posted has not shifted the dial with Bermuda ....

so there you go

A supporter of Scancell but not really in the game

the only thing that shifts the dial is Money buying the share ......



Nigel and Dom add nothing to the BB anyway

and Dom posts his politics on other BB's

not sure what you want to read guys, but it would be pretty good if you actually posted something worth reading

yet to see a post worthy of a Rec

[nigelpm] 07/11/2024 21:50

You really don't get it do you. It's not the place to discuss anything other than Scancell.

[dominiccummings] 07/11/2024 21:26

I created this thread to get away from inanaco, he followed and spammed it again, just as he hasall previous theads.