Shield Therapeutics Share Discussion Threads

[lako42] 20/11/2024 13:10

What sudden price increase?

And yes it works both ways. Remember the massive selloff pre raise? Scum.

[qipincha] 20/11/2024 12:54

If we are talking about leaking, the sudden price increase could also imply positive news coming

[solent25] 20/11/2024 12:16

literally nothing here suggests that Pwhite73. Extremely unlikely that AOP would exit only months after handing over another 5.7million. Most likely the usual MM tricks. No evidence to suggest concern based on this morning alone

[zeus19] 20/11/2024 12:08

Exiting hahaha youre making yourself look like a right clown

[pwhite73] 20/11/2024 11:50

"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")."

You can't execute something that is non-binding. I suspect the above is what has fallen through and may account for the selling into this morning's short lived rally. You see at the end of the day if the loan provider has security over all the assets then being the largest shareholder is meaningless.

It wouldn't surprise me if AOP were exiting. Something is not right here.

Be careful.

[purchaseatthetop] 20/11/2024 11:26

Qipincha. NYBoy would be 100% correct about how it would survive except for the 29/10/24 RNS.

Product revenues will rise above $10m a quarter Q1 25 so they will begin to tap into the rise in invoice financing and the AOP $10m will bridge the cash gap as the cash burn rapidly falls. Seems to be the plan.

[qipincha] 20/11/2024 11:22

why your guys not interested in the company still around? Surely with a purpose

[dplewis1] 20/11/2024 11:01

"Nice to see a small rise. Expect that to accelerate over the next days" .. lol. The purchaseatthetop charity conman curse in full effect I see

[ny boy] 20/11/2024 10:46

Another classic dead cat bounce this morning. How an earth are they going to survive with a decimated share price!🤦995;‍♀️

[purchaseatthetop] 20/11/2024 09:13

Rustyke. I think he or she meaned Q4 23. That was when the utter screw up maxed for 2023.

[rustyke1] 20/11/2024 09:02

Don't understand your comment on 2024 4th quarter figures. These won't be released until 2025 or am I missing something?

[qipincha] 20/11/2024 08:22

Something?

[antonagis] 19/11/2024 21:39

PURCHASEATTHETOP has a new friend here who clearly knows little about him and his background.

[bolitix] 19/11/2024 19:29

yes - i think false prescription data for 4Q24 had them at 59k for £10.9m income so a bit of an over reaction when we see real 4Q24 numbers. It had to fix itself on route to being cash Positive 2025 regardless. The CEO "we had to tell you as we were bound by law" and the fact they never answered one share price question at any interview the last 2 years suggest transparency is not what it should be. The product is good, it just has a bunch of donkeys running the company.

[purchaseatthetop] 19/11/2024 17:52

Bolitix. Not so sure about another year. If they get 51k at $190 in Q4 then confidence will flood back. The real problem that killed the share price was the false prescription data. Unbelievable and Madison tried to blame third parties!

This is going to recover and recover a long way. $11.5m revenues Q4 and market cap about than double that!

Nice to see a small rise. Expect that to accelerate over the next days.

[bolitix] 19/11/2024 15:55

This share price was flying based on a venture into the US market. Sadly a superficial US CEO, when on that journey, spewed so much garbage that it was easy to poison herd sentiment for an already struggling share price That is now history. It will be a slow recovery but I think the credibility of being cash positive (2025!!) is got to kick in before confidence has a chance of coming back. So another year folks!

[krp10] 19/11/2024 15:53

No post since yesterday noon. Whwn are we expecting AOP funding rns ?

[antonagis] 18/11/2024 13:38

PURCHASEATTHETOP still desperately trying to lure in mug punters but I think most people using common sense with this AIM disaster.

[purchaseatthetop] 18/11/2024 11:24

Certainly might be the case NYBoy. Or it might be a brilliant period if they announced Q4 revenues of $11.5m plus. The share price is in the dirt because of the previous leadership team making every mistake possible. The new CFO seems much more credible. We will see.

[ny boy] 18/11/2024 09:26

Unappealing, dangerous period ahead when share prices get this low

This once was an exciting growth prospect some years ago, management disaster, are they bothered, all still creaming in comfy salaries.🤦🏻‍♀;️📉🕳️€680;

[antonagis] 15/11/2024 22:29

I think Richard is an oxygen thief however WASHINGMACHINES/AMARETTO claims of him having a problem owning a property in Italy is sadly as usual utter nonsense.

[washingmachine] 15/11/2024 18:04

Did you declare your conviction
When you bought an Italian property ?
Under Italian law
U have to declare it
Or the deed becomes nullified

[purchaseatthetop] 15/11/2024 17:56

Krp. Q4 24. They should get about 51k US product sales at $190 so $9.7m plus $1m paediatric plus normal royalties of $700k so about $11.5m Q4 so $31.5m 2024.

If the Texas sales rebound speeds up it might be 53k.

That would mean that the US product sales at 45% gross margin are covering 50% of the $3m a month overhead costs so cash burn right down.

With 45% margin of the $9.7m that is $4.4m plus add the extra $1.8m royalties at 100% margin that makes $6.2m gross margin and $9m overhead for Q4. Loss of just $2.8m.

That would get belief up with Korea activating 2025 etc etc. they could smell cash breakeven. We await Q4 results with interest.