Shield Therapeutics Share Discussion Threads

[purchaseatthetop] 22/11/2024 18:57

UK prescriptions. £104,192 in Sept 24.
£61,983 in Sept 23.
The last three months have been in excess of £100k.

Continues the strengthening of UK sales. Only a minor part of the royalties but still double digit royalty to STX so over £10k for the month.

[antonagis] 22/11/2024 18:30

Only people with the horrible character flaw called GREED would invest in this AIM disaster.

[qipincha] 22/11/2024 17:52

Watchlist

STX

Shield Therapeutics
STX
Last Price £0.03
Fair Value Select

Price target increased by 88% to UK£0.30
Up from UK£0.16, the current price target is an average from 2 analysts.
New target price is 917% above last closing price of UK£0.029.
Stock is down 51% over the past year.
The company is forecast to post a net loss per share of US$0.014 next year compared to a net loss per share of US$0.046 last year.


—-
From Simply Wall St

[base7] 22/11/2024 13:48

Agree with Pwhite !If I was CEO & genuinely thought we’re were worth 16p or more -why would I not be remortgaging the farm to buy as many as I could .Anders has been round the block a few times & I am sure he has the resources to buy a decent number ,as has Santosh-but they don’t -so what message does that send .They cannot be perpetually inside!!

[purchaseatthetop] 22/11/2024 11:12

29/10/24
Shield's largest shareholder, AOP Health, has executed a non-binding term sheet to subscribe for ordinary shares of 1.5 pence each in Shield ("Ordinary Shares") at a subscription price of 4.0 pence per Ordinary Share, to raise aggregate gross proceeds of a minimum of $10 million (the "Subscription").

21/11/24
On 29 October 2024 the Company announced that it had entered into a non-binding term sheet with AOP Health International Management AG ("AOP Health") for the potential provision of $10 million of new equity. The Company is engaged with The Panel on Takeovers and Mergers (the "Takeover Panel") to seek a waiver from the obligation of AOP Health to make an offer under Rule 9 of the Takeover Code and expects to convene a meeting of Shield's shareholders (the "General Meeting") before the end of 2024.

Seems that AOP will provide the final cash to protect their entire investment. Not us shareholders. Unless the whole story is made up in which case AOP will lose the tens of millions invested including the recent $5.7m milestone funding. Do you think they will allow that? No. Me too.

[pwhite73] 22/11/2024 10:55

patt - Told you a hundred times before you need to move away from the corporate side and focus on where your money is which is the listing. The revenue forecast could jump to $300 million and be achieved but if the company is running at a loss no matter how small further capital will be required to keep it afloat and in the long run the further capital can only come from one source YOU as a shareholder.

[purchaseatthetop] 22/11/2024 10:51

Pwhite. They are worthwhile to use as a check for past forecasts.

The May 23 report forecast $31.43m for 2024. That is likely to actually be exceeded by a million or so. So actually might be useful!

[pwhite73] 22/11/2024 10:46

weatherman - The Hardman Report would be a report commissioned by STX. Its not worth the paper its written on. If the shares are worth 16p today why are then not buying and on the share register with over 3%?.

[purchaseatthetop] 22/11/2024 10:09

BELL announced a Sallyport factoring deal today. They use them for everything.

“Belluscura plc (AIM: BELL), a leading medical device developer focused on lightweight and portable oxygen enrichment technology, announces that its wholly owned subsidiary, Belluscura LLC, has entered into a credit facility of up to four million dollar ($4 million) with Sallyport Commercial Finance ("Sallyport") of Houston, Texas. The facility is for 3 years and covers accounts receivable, purchase order, inventory and cash flow financing.”

[weatherman] 22/11/2024 09:56

Hardman has a report out - they give present value of 16p, before new financing, but suggest progress will require confidence in the sales targets being met. "Shield is a commercial-stage pharma company delivering specialty products that address the needs of patients with iron deficiency (ID). Since its July 2021 US launch, Shield and Viatris have increased physician awareness of the differentiating characteristics of ACCRUFeR® as an oral ID drug, in order to generate sales traction. The 3Q’24 trading update reiterated the interim statement dialog: sales continue to progress, while costs are being actively managed. Shield is being proactive, extending its working capital financing from $10m to $15m and issuing $10m new shares to AOP, to manage the company through to cashflow-breakeven in 2H’25."

[robertbarns1] 21/11/2024 19:28

i will risk a top up when we are back in the 1p's

[robertbarns1] 21/11/2024 19:24

not sure i will see my average of 98p lol

[qipincha] 21/11/2024 19:20

that's the old story
where the company was run by someone with no knowledge of US market, overestimated growth and underestimated risks!

[robertbarns1] 21/11/2024 19:15

this was 120p 4 years ago now look at this toast!

[qipincha] 21/11/2024 19:06

I am happy so long as they can achieve 31.5m
I don't want to be too optimistic, but more is better

[dplewis1] 21/11/2024 18:52

Only 40% off with the prediction today.. about your best so far

[purchaseatthetop] 21/11/2024 18:39

Qipincha. $31.5m is the recent forecast based on $11.5m Q4 24.

That was based on NSP Q4 of $190.

It might be $220+ which would bring US product sales of $11m plus $1.8m of other revenue. That would be $12.8m and $32.8m. No wonder they are confident of passing the covenants.

What is truly impressive is moving from a commoditised medicine with an NSP of $140 to $220 in a year having told us in advance how they would try to do that. Target achieved. Suck on that naysayers.

[zeus19] 21/11/2024 18:30

ENET? Hahahahahahaha you clown

[antonagis] 21/11/2024 18:24

Upward trend? That’s hilarious. Stop embarrassing yourself lad. You’ll break even at over 30p just like your investment in ENET so will need a bit more than a fractional rise. 😜

[zeus19] 21/11/2024 18:18

Whats more hilarious is the amount of time youve spent posting on here yet the upwards trend continues LMAO