![](/cdn/assets/images/search/clock.png)
We could not find any results for:
Make sure your spelling is correct or try broadening your search.
Share Name | Share Symbol | Market | Stock Type |
---|---|---|---|
Shield Therapeutics Plc | STX | London | Ordinary Share |
Open Price | Low Price | High Price | Close Price | Previous Close |
---|---|---|---|---|
3.10 | 2.95 | 3.15 | 3.00 | 3.10 |
Industry Sector |
---|
PHARMACEUTICALS & BIOTECHNOLOGY |
Top Posts |
---|
Posted at 14/1/2025 14:18 by olosnah1 Hargreaves currently selling at 2.30 and also offering to buy my shares at 2.30.The share price is currently down 23% from the recent placing of 3p (or down 42% from the original 4p OAP were going to buy at) Long term holder and a very large (stupidly) holding. I think I am correct that STX end up with a 43% margin from the net sales, taking into account COGS, 5% royalty to Vitra, etc? In which case net income needs to exceed $7.5m a month, of which $3.2m ends up with STX to cover costs/overheads. Or 36k rx per month at average $210. Of course, I may be incorrect, as I was regarding the loan covenant/placing. Whichever way you look, we desperately need an inflection point on the scripts written. My glass half full thinking disappeared a couple of years ago and only hope is some kind of exit near a 8p. |
Posted at 20/12/2024 07:48 by washingmachine AOP own nearly 60 percent of this companySo the listing of STX Is 40 percent ownership of sales. The above is to make it look simple On the very intricate ownership and rights of STX Management are basically diluting STX shareholders to oblivion To the point of AOP taking full ownership |
Posted at 08/12/2024 21:24 by weatherman AOP can presumably help get STX over the debt hurdles even by buying the product wholesale, and selling it on again. There is a risk that AOP will takeover STX at a low price once the debt is resolved. An investment in AOP may be one way of profiting from STX success long term - but its a private company based in Austria. |
Posted at 08/12/2024 09:45 by pwhite73 patt - "Why should they pay a 35% premium now that the share price has fallen."Because they are the ones who have been shorting the stock down so they get more shares for their $10 million. Where do you think all the 100k, 200k and 300k sells have been coming from keeping the price in the 2.70p - 2.90p range. The closing of the $10 million 3p deal would also include the closing of their short. You see that the share price is down is of no concern to AOP what matters to them is control of the company because once the SWK secured loan is satisfied they will take over STX. When they take over they need offer only the highest price paid in the last twelve months. This is why investors are delusional if they think the share price is going to soar once STX gets paediatric approval, Chinese approval or makes greater traction in the prescribed iron deficiency market. AOP will ensure the share price remains deflated. Given the lack of normal liquidity I doubt STX will see 2025 out as a listed concern. Be careful. |
Posted at 12/11/2024 14:45 by purchaseatthetop Interesting comparisons between STX and CREO. So thanks to Parob for coming to the board to try to upset me.CREO have spent £157m if retained losses getting to losing £10m every six months. Overhead of £40m a year. Sales about £30m. No revenue growth. 47% gross margin. STX have spent about the same of retained losses getting to losing the same amount every six months. Overhead about the same. 250% revenue growth with similar revenue now. same gross margin. Likely £65m plus revenue 2025. STX market cap £21k CREO market cap £75m Certainly seems one is under or overvalued. Very similar in many ways. |
Posted at 09/11/2024 11:09 by weatherman The mandatory offer was due to UK regulation, AOP did not wish to win then. So, I'm not sure AOP are trying to take over STX through sharp practices - they don't want STX to be a drain on their own profits until STX is in the black. They have an option to buy $10m at 4p to support the price, which may give them over 50%, but they can offer some of that back to existing shareholders. By supporting STX they can see a very profitable stake for AOP. |
Posted at 09/11/2024 10:02 by pwhite73 zeus19 - "How does that work? The covenants are with SWK."I don't think you quite understand that financial arrangement and what has proceeded since. 1. The SWK covenants over STX assets is conditional on STX repaying the AOP loan and AOP releasing its ownership over the IP and other assets including Accrufer. 2. The SWK debt facility was entered into on 28/09/2023 it matures on 28/09/2028. Its important to remember its only an available debt facility that the company can draw on should it need to. I am not aware it has drawn on the debt facility as yet. 3. AOP have effectively said NO to the debt facility. What they have said to STX is - "as we are your largest shareholder if you need any money to progress Accrufer and other projects you will borrow it from us not SWK". 4. Hence RNS 03/07/2024 - "Shield Enters into $5.7 million Milestone Monetization Agreement with AOP" 5. Hence RNS 29/10/2024 - "and the entering into of a non-binding term sheet with AOP Health International Management AG ("AOP Health") for the potential provision of $10 million of new equity." 5. Now this is also extremely important. RNS 03/07/2024 - "Further, if the Approval Milestone has not been triggered by 31 December 2026, or in the event the Agreement is terminated, including at Shield's election or due to a breach by Shield of its terms, the Advance plus accrued interest and fees at the interest rate of SOFR+9.25% (calculated from the date of the Advance until the day of payment) and an exit fee of 6.5% of the Advance will be payable by Shield to AOP. The Advance will be secured inter alia by AOP's right to receive the ASK Approval Milestone." Please accept my apologies for the long winded post but its important retail shareholders understand why the share price is so low and in AOP's interest for STX to default which leaves them owning STX and all its assets. |
Posted at 30/10/2024 18:04 by qipincha Shield Therapeutics plc (LON:STX) Stock's 28% Dive Might Signal An Opportunity But It Requires Some ScrutinyThe Shield Therapeutics plc (LON:STX) share price has softened a substantial 28% over the previous 30 days, handing back much of the gains the stock has made lately. The drop over the last 30 days has capped off a tough year for shareholders, with the share price down 45% in that time. Since its price has dipped substantially, Shield Therapeutics may be sending very bullish signals at the moment with its price-to-sales (or "P/S") ratio of 1.6x, since almost half of all companies in the Pharmaceuticals industry in the United Kingdom have P/S ratios greater than 4.7x and even P/S higher than 8x are not unusual. Although, it's not wise to just take the P/S at face value as there may be an explanation why it's so limited. How Has Shield Therapeutics Performed Recently? Shield Therapeutics certainly has been doing a good job lately as it's been growing revenue more than most other companies. It might be that many expect the strong revenue performance to degrade substantially, which has repressed the share price, and thus the P/S ratio. If not, then existing shareholders have reason to be quite optimistic about the future direction of the share price. Is There Any Revenue Growth Forecasted For Shield Therapeutics? Shield Therapeutics' P/S ratio would be typical for a company that's expected to deliver very poor growth or even falling revenue, and importantly, perform much worse than the industry. Retrospectively, the last year delivered an exceptional 224% gain to the company's top line. The latest three year period has also seen an incredible overall rise in revenue, aided by its incredible short-term performance. So we can start by confirming that the company has done a tremendous job of growing revenue over that time. Shifting to the future, estimates from the three analysts covering the company suggest revenue should grow by 171% over the next year. Meanwhile, the rest of the industry is forecast to only expand by 8.6%, which is noticeably less attractive. With this in consideration, we find it intriguing that Shield Therapeutics' P/S sits behind most of its industry peers. Apparently some shareholders are doubtful of the forecasts and have been accepting significantly lower selling prices. hxxps://simplywall.s |
Posted at 29/10/2024 13:42 by purchaseatthetop Jaknife. I never said they were fully funded. I said they would need an extra $5m from Sallyport (and that was announced today).“purchaseatthe Just to repeat. I used to hold STX and exited on the way down when it became clear that things were going to get a lot worse before they got better. I carried on watching and waiting. The recent accounts showing great prescription growth combined with growing revenue per unit was key. It rapidly moves STX to EBITDA positive. The new CFO has reorganised the finances so in my view no new raise is needed. The Sallyport invoice financing is key. The limit is $10m now but that can be raised any time to say $15m to release more cash” No company can go down to zero cash do raising from AOP makes sense. The prescriptions were within the ranges I thought would arrive but the Rx was slightly lower. “purchaseatthe Homebrewrus. Interesting read. Good analysis over the minimum revenues. I think the $175 per item for Q3 24 is too low. More like $185. I also think that prescription growth will be higher. Somewhere between the 43k and the Hardman 47k odd. Not sure that the $5.7m can be considered revenue as it is also a creditor!” |
Posted at 24/7/2024 17:48 by r9505571 Shield Therapeutics (LON:STX) is currently experiencing a challenging period. Its stock price has been highly volatile, recently trading at around 1.60 GBX, representing a significant decline over the past year [oai_citation:1,Shie |
It looks like you are not logged in. Click the button below to log in and keep track of your recent history.
Support: +44 (0) 203 8794 460 | support@advfn.com
By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions