Shield Therapeutics Share Discussion Threads

[akmal101] 30/7/2019 11:33

CAD is looking ready to go!

[akmal101] 30/7/2019 11:32

Profit takers come over to CAD to make more profit

[dansjhall] 30/7/2019 10:56

Anybody close to the industry norms for licence payment terms?

[dansjhall] 30/7/2019 10:49

Still very undervalued stock. 222m cap with a non inferior rated and patented lead product secure with EU and FDA broad approval. The up front payment could be 30-45% of the market cap alone in cash. Assume 50m upfront payment then the price is 172m for a company with licensing income from a pipe file conservatively valued at 500-700m RSV PA. Really pessimistic bottom end is you expect annual net income in the range of 30-50m PA in the medium term once commercialised. Strip out the cash and use 172m Cap and that is a multiple of 5.7m at 30m and 3.44m at 50m PA income. Not including take over potential, a higher licence fee etc. Agree with a 350 price if a decent commercialisation deal is announced backed by a nice upfront payment.

[siriusbizness] 30/7/2019 10:03

I think mugging is a bit harsh. People will want/need to sell. They are getting the going rate at this point in time. Not all of us have the same reasoning when it comes to selling. I’m personally holding for the licensing deal. Got no need to sell at present

[ny boy] 30/7/2019 09:58

A bit of gentle mugging

L2. 3 v 1 now

They want stock .offered me 190p for 10000!

[siriusbizness] 30/7/2019 09:39

Same pattern as yesterday...

These dips are a great opportunity to get in ahead of the licensing deal and other 75% upside in a few months time.

[wburton619] 30/7/2019 09:34

Might be a nice opportunity to get some more here

[nobbygnome] 30/7/2019 09:31

Tree shake....

[billthebank] 30/7/2019 09:17

They aren't short NY Boy as jyst trued 3 dummy sales.No takers even for a grand!!!!

[diversification] 30/7/2019 09:16

Following same pattern as yesterday. :-)

[peachie 74] 30/7/2019 09:04

I’m here , taking a breather.

Trading update soon surely ?
Within it PT20 may get a mention and China progression.

[ny boy] 30/7/2019 08:35

They must be short of stock, so if any bigger investors are looking to get in...🤔э4;️⬆️

[diversification] 30/7/2019 08:31

I am expecting 220/230 today

[ny boy] 30/7/2019 08:19

Great, thought I was left on my own, was beginning to feel lonely.

208 is more technical level than 200, round numbers are more..well, just round numbers!

220/230 area probably a short term target until we get the commercialisation deal.

Anyway, not much to do here, just hold and await further developments..onwards & upwards!

[diversification] 30/7/2019 08:17

Always makes me laugh how some perceive a round number as a barrier, once this breaks and it will, it will follow yesterday’s impressive trend!

[best1467] 30/7/2019 07:57

Just hold tight unless you desperately need funds because £2 will look very cheap in the next few months.

[peachie 74] 30/7/2019 07:52

I’m still here. Just enjoying the ride !

[nobbygnome] 30/7/2019 07:09

Still here, although I trimmed a few late yesterday.

Will we smash through £2 today? No real technical reason why it should be a barrier other than the emotional side of a round number like that.

[2theduke] 30/7/2019 06:58

quiet here as just awaiting the uptrend until a Rns.
I was rewatching Carl’s interviews to pass time

[billthebank] 30/7/2019 01:05

Just waiting for the next rise Rise to 225

[ny boy] 29/7/2019 23:05

Right, all gone quiet, have many panic sold, or just gone on a luxury holiday on the spoils lol

[1kiwi] 29/7/2019 16:36

Got it! 200P priny before close multiple times! ;)

[ny boy] 29/7/2019 16:17

Can we get a 200p print before the close, if not perhaps tomorrow, I think investors will think carefully of selling and falling into another trap or traps being set by MM’s keen to fill buy orders. Looking forward to more press coverage until we get confirmation of the commercialisation deal for the US