Shield Therapeutics Share Discussion Threads

[bobaxe1] 22/1/2021 16:06

Being the mug I am I've had a little top up, only because the Director has, he knows better than me. Gla

[knowing] 22/1/2021 15:34

Traders going flat before the weekend.

[bobaxe1] 22/1/2021 15:33

Whats all the selling now for

[t0pgrader] 22/1/2021 10:35

To be fair to Andy the poster innit has made a series of daft comments.

[best1467] 22/1/2021 10:20

Andy
Don't be aggressive just because a post as a slightly negative opinion we have a situation on numerous threads when posters can not accept negative posts even in situations when more than appropriate

[andyr42] 22/1/2021 10:03

Have you sold out innittowinit? Looks like you have, would explain reason for the stupid comment. Idiots everywhere.

I bought more and you could do the same to give you a little comfort.

[hodhasharon] 22/1/2021 09:27

All time highs coming by the summer.

[loafofbread] 22/1/2021 09:19

Another 100K director buy on the trades?

[innittowinit] 22/1/2021 00:33

From summary slide:

"Announcement of either a US licence deal or Shield-led launch is likely to lead to a
rapid re-rating..."

I guess it just depends on which way the rerating goes!!

Again, with the (helpful) share purchases of TW and the Chair, a licence deal can't be anywhere near being concluded and can't be in material discussions/negotiations as the NOMAD and others would prevent any buying or selling of those materially involved in such discussions.

WOuld be interesting to know who the 4 US people are as then at least investors could do some DD on themand their backgrounds. I find the reticence to say who they are somewhat disconcerting.

[frrinvest] 21/1/2021 22:02

Excellent stuff from the BOD, putting their money where their mouth is. I think we only have to wait a few weeks before it all becomes clear. Like the CEO said in his presentation yesterday a rapid rise from here expected in the not too distant future. DYOR!

[innittowinit] 21/1/2021 20:56

Good to see. Would like to see those other lazy NEDs (Hoffman and Llewellyn-Davies who've been happy to take their director feews for a number of years) put their hands in their pockets and make the same statement.

[nobbygnome] 21/1/2021 19:18

The three big director purchases (two from the CEO) certainly give some confidence about the future!

[t0pgrader] 21/1/2021 18:53

100,000 share purchase @59p by Chairman

[nobbygnome] 20/1/2021 22:05

There are many disappointing aspects to what has happened in the last 18 months. However, you have to commend the company for not wanting to raise money at this low level unless they have to. That is unlike most companies on Aim.....

I would much prefer the licensing option but I suspect the go it alone route maybe with some out licensing in specialist areas will be the one we end up with.

[onceaday] 20/1/2021 21:57

A good summary of what was said.

If they do decide to go it alone, I'd want to hear directly from the US execs in future investor presentations to build confidence.

[t0pgrader] 20/1/2021 21:37

In tonight's investor event TW made the following clear:

1. STX are talking to many potential debt providers for US market entry financing
2. They haven't yet completed their business plan for the go it alone strategy
3. They are in discussions with potential partners who can reach specialist areas of the US market
4. Their negotiations with potential US licencees has toughened with the benefit of the industry knowledge acquired in the last few months

There's no doubt in my mind that TW is convinced the share price is unreasonably low

[innittowinit] 20/1/2021 16:04

Why would former CEO be privvy to latest RNS?

He owns less than 3% now according to his last TR1 and has had no involvement with the company since May according to TW's statements in his various presentations. If he is still a shareholder I would imagine the laat thing he wants to be is 'inside' and therefore unable to trade but with ZERO influence and decision making authority.

[innittowinit] 20/1/2021 16:00

@nobby

They may well have decided that they will be using debt... Perhaps they've had pricing offers for an equity raise that major shareholders won't accept... perhaps someone like Healthcare ROyalty Partners has expressed an interest to provide finance...

My point was really only focused on the likelihood or not of a licence deal in relation to a PDMR trading in a stock.

[best1467] 20/1/2021 11:33

NBG end of March is end Q1 and the direction according to the latest update should be crystal clear by this point ,hardly anytime soon as I stated which was my point and if he is confident having had discussions with the major holders that a fund raise as support around the current levels was my guess.
Former CEO you would imagine was privy to the latest RNS but I’m not sure if he’s still on the payroll so unlikely to have broken any rules

[t0pgrader] 20/1/2021 11:32

To all the timid lambs who are frightened of a fundraise: check-out SCE which last night announced a placing etc at a 20% disc and 23% dilution and the shares are presently 10% ahead of the pre-RNS price. Why? Because the growth case is compelling.

[t0pgrader] 20/1/2021 11:12

@ Nobby - director buying means only one thing - no decision / news yet