Shield Therapeutics Share Discussion Threads

[nobbygnome] 19/8/2019 09:23

Got 1000 via spreadbet so just a small purchase...

[ny boy] 19/8/2019 09:18

Did you get your early bird purchase Nobby?

Monty is probably having another sniff this morning, fast action required.. now 184p to buy! MM going on, low number of shares in circulation, melt up coming imo.

[ny boy] 18/8/2019 14:20

200p nobby 😁

[nobbygnome] 17/8/2019 20:09

Yes it was today. I am a little annoyed because I was contemplating buying some back. I wonder what price I will be able to get them first thing on Monday.....

[peachie 74] 17/8/2019 13:24

Definitely as one of the Directors has just parked £125,000 of his cash in at 1.78 ! Must be very confident of a very good US licensing deal upcoming

[ny boy] 17/8/2019 12:29

More positive press and why not, they are going great guns with a large US commercialisation deal to come in Q4

More buyers once the holiday season is over, excellent place to park cash imo
Dyor as usual

[finster007] 17/8/2019 10:46

Thanks Nobby, let’s hope the Daily mail tip curse doesn’t strike for us!

[nobbygnome] 17/8/2019 10:05

Tipped in the Daily Mail this morning. Apparently it’s the ‘punt of the week’!

Should bode well for Monday morning....

[nobbygnome] 17/8/2019 08:02

Yes another full phase III study would be required for Japan. Plus the occurrence of IBD is low in Japan presumably because of their better diet so the market will be smaller. I am sure there is a plan for Japan but I don't remember it being mentioned.

[ny boy] 16/8/2019 22:55

It’s only a stock for STX believers!

[peachie 74] 16/8/2019 22:53

Good response Cranky

[crankyman] 16/8/2019 21:24

I think the Middle East is an opportunity, but a relatively small one - premium priced drugs are only really going to get a market in the GCC countries and the total market size is roughly the same as Spain. They won't get a high price there because they have EU prices already which would be referenced. I don't think they have partnered in the Middle East. They have not partnered in Japan either. I think the registration process is quite long there. It's not a priority I suppose. They have partnered out Australia. Clearly the big ones are the US and China. If you follow this thread, you'll know some people are pretty exasperated with the very low valuations put on this company by brokers. My only assumption here is that they just don't value expected earnings. They want to see the money actually coming in. I suppose if you value those expected earnings, you'll hold it. If you don't believe, you won't. It's not a stock for cynics.

[scrutable] 16/8/2019 19:55

I am puzzled that the Hardman report only adds 12p to their valuation of these shares, making 180p, for the FDA approval and consequent de-risking. Near term sales are expected to rise only in the UK and Germany, with the USA adding volume (and licence down payments) as soon as one or more buyer/distributors are selected from what must be a large group of suitors.

What are the barriers to commercialisation in huge markets like Japan,S Korea, Australia, Midddle East and...China?Let alone the rest of Europe. What have I missed?

Sorry to be so ignorant, I have only come upon this very attractive LT investment during the last six months, and only recently made the plunge. There is such a wide choice amongst high growth, disruptive small shares. Large swathes of the market encompass so many declining businesses; automotive, building and construction, retail and personal goods, fossil fuels etc etc, even conventional banking have become stale. This opens the eyes of those seeking disruptive replacements for human activity and that provides a wide choice of relatively poorly recognised targets for investors money.

I would be grateful for your explanation.

[msufi77] 16/8/2019 15:33

BUY CLEARSTAR MASSIVE UPSIDE NT TRADES ONLY

[peachie 74] 16/8/2019 15:32

Surprised this hasn’t risen on the back of that big director buy.
The last time it happened in the 80’s, the share price took off ....

[ny boy] 16/8/2019 12:30

Better get back in then Monty, those hoping for lower could be disappointed, I expect 50-70p upside on a US commercialisation deal sometime in Q4

Majority are holding, especially after the major derisking now broad label fda approval was given. It’s virtually a no-brainer hold imo

[montyhedge] 16/8/2019 12:00

Shareprice will tread water, until deal signed, must be months away though after the
directors buy, like you said dansjhall could not be within next few weeks.

[dansjhall] 16/8/2019 09:29

Must be looking at signing the deal Sept/Oct. would look suspect if a director purchased 75k days before the deal was announced so imagine we are still a few weeks away maybe a month and a bit. Late Sept possibly.

[ny boy] 15/8/2019 19:42

toon1966, I bought 64p and accumulating around that level but not expecting a fast recovery, but of a plod north, once the bottom is in..happy to hold and enjoy the rebased 5% divi and hope they can turn things around over the next 12-18 months.

Wonder if we will get anymore Director purchases here over the coming months.

[toon1966] 15/8/2019 16:56

How's CNA getting on NY Boy?

[ny boy] 15/8/2019 15:27

Yes still holding those knowing, taking a 2-5 year view there.

Only one I bought today on this decent pull back is (PPS) @ 18p, might hold medium term, when they turn north, they can put in a decent rise, I like the technology dyor as usual

[knowing] 15/8/2019 13:23

Don't forget your MSYS NY B

[ny boy] 15/8/2019 13:08

Another 75,000 shares taken out of an already tight free float, looking forward to Q4 US commercialisation deal for the next leg up