Shield Therapeutics Share Discussion Threads

[purchaseatthetop] 09/12/2024 07:21

Best1467. We will be able to see if they have sold shares to drop the price when the raise is done. Simple exercise of seeing pre raise holding a month ago and the one at end Dec. It is not positive that the raise is at 3p except I can buy lower than that right now! Better the cash is there than no cash and massive dilution.

Update the 16,410 was me just now.

[best1467] 09/12/2024 07:14

AOP pulling all strings and rightly so they’ve kept the company afloat several times You could say they have the right to manipulate the stock for their gain.But to suggest raising 3p instead of 4 p yet further dilution for long term PI investors was a positive is utter nonsense

[weatherman] 08/12/2024 21:24

AOP can presumably help get STX over the debt hurdles even by buying the product wholesale, and selling it on again. There is a risk that AOP will takeover STX at a low price once the debt is resolved. An investment in AOP may be one way of profiting from STX success long term - but its a private company based in Austria.

[purchaseatthetop] 08/12/2024 16:31

SWK $20m starts being repaid Q1 27
“Shield is required to pay SWK a 1.0% origination fee on the value of the term loan and a final payment fee of 6.0%. Post the interest only period of nine quarters, quarterly payments of US$1m will be due for capital repayment.

Given current prescription numbers of 51k odd Q4 24 the figures should be…

Q1 25 58k
Q2 25 65k
Q3 25 80k - paediatric approval jumps numbers
Q4 25 90k
Then 10k growth each quarter to Q4 26
So 130k Q4 26 at $220 is $29m per quarter plus $2m other revenue.

I think the $1m payments are well achievable.

[washingmachine] 08/12/2024 14:54

You want the bet Anton ?
Or do you need to ask your paymaster for permission
Which i know is Advfn !

[antonagis] 08/12/2024 14:48

And his ex disciple WASHINGMACHINE/AMARETTO offering wagers on ENET being higher than STX within 2-3 weeks. What a clown she is, continually embarrassing herself publicly.

[antonagis] 08/12/2024 14:44

PURCHASEATTHETOP (Richard Bobarth) with yet more unsubstantiated rubbish telling us how AIM shares will soar just like every single one of the AIM stocks he’s ramped since 2020

[purchaseatthetop] 08/12/2024 11:41

Because the market is closed on Sundays?
In reality because only last week was the cash sorted. Remember that you said that AOP would not provide the cash.

“AIM/Small cap shares are all due to soar over the coming months. As a shareholder what you need to concern yourself with is why aren't they soaring today.”

They all would if they were earning $31.5m revenue 2024, $70m plus 2025 and going to $450m in 2034. But only STX is doing that.

[pwhite73] 08/12/2024 10:41

patt - "The share price will be soaring within the next two months when Q4 24 data is released."

AIM/Small cap shares are all due to soar over the coming months. As a shareholder what you need to concern yourself with is why aren't they soaring today.

[washingmachine] 08/12/2024 10:18

Remember when Rolls Royce directors were backing the truck up at 70 pence
All were calling them stupid
Well they certainly are not now at £5.80

[washingmachine] 08/12/2024 10:16

Dilusional has ever
I told you on here last month
SP was 4.6 pence
Big Shorters had entered the arena
Odviously you didn’t believe me
Because it was too near the truth
and you are still obsessed with ENET failing .. very sad
My next call is this
ENET share price will be higher than STX by Xmas 24 !
I’ll stake a 5k wager on this thru usual channels

[purchaseatthetop] 08/12/2024 10:05

“Where do you think all the 100k, 200k and 300k sells have been coming from keeping the price in the 2.70p - 2.90p range.”

Probably from buyers at 1.6p who are banking profits. AOP if you look at their shareholdings over the last few years have not sold one. Let alone shorted it. By the way, the AOP loan will be repaid end 2026. That is in two years time. The share price will be soaring within the next two months when Q4 24 data is released.

[washingmachine] 08/12/2024 10:00

In fraudsters own head
He knows all , with his manipulation of the truth .. comes across convincing to the unsuspecting..
BEWARE !
This has halved since he appeared here.

[pwhite73] 08/12/2024 09:45

patt - "Why should they pay a 35% premium now that the share price has fallen."

Because they are the ones who have been shorting the stock down so they get more shares for their $10 million. Where do you think all the 100k, 200k and 300k sells have been coming from keeping the price in the 2.70p - 2.90p range. The closing of the $10 million 3p deal would also include the closing of their short.

You see that the share price is down is of no concern to AOP what matters to them is control of the company because once the SWK secured loan is satisfied they will take over STX. When they take over they need offer only the highest price paid in the last twelve months. This is why investors are delusional if they think the share price is going to soar once STX gets paediatric approval, Chinese approval or makes greater traction in the prescribed iron deficiency market. AOP will ensure the share price remains deflated.

Given the lack of normal liquidity I doubt STX will see 2025 out as a listed concern.

Be careful.

[purchaseatthetop] 08/12/2024 08:01

$20m SWK loan 28/9/23

“The SWK Financing will be secured by way of perfected first-lien interest in substantially all existing and future assets, including intellectual property, subject to the release of the AOP's lien on IP rights in connection with the Existing AOP Loan. Financial covenants apply with minimum revenue targets and minimum liquidity of no less than the greater of i) trailing one quarter of cash burn or ii) US$2.5m. Warrants over 8,910,540 new Ordinary Shares will be issued to SWK with an expiration date of six years after closing and a strike price of 11.1p per Ordinary Share.”

Same RNS
“AOP, a major shareholder of the Company, has indicated it intends to subscribe for up to 21,012,552 new Ordinary Shares at the Issue Price pursuant to the Subscription, meaning the gross proceeds of the Subscription will be approximately £1.7m”

That was at 8p. Now they are buying $10m more at 3p despite being hugely down on their legacy holdings. Indicates a couple of things.
1) we are very very lucky to have AOP there as otherwise it would be another AIM value trap with no cash.
2) AOP hold no security over IP and must be confident that this is the final cash required.
3) AOP will know everything that is going on. They are happy to add at 3p. Now we want Directors to add.

[washingmachine] 07/12/2024 07:23

And so will probably most of Advfn and LSE

[purchaseatthetop] 07/12/2024 06:47

The assassination of the US CEO of the healthcare company illustrates the problem STX faced post FDA approval.



Itis all about “prior authorisation” by the PBMs. It takes a year or two to even get insurance coverage.

[antonagis] 07/12/2024 01:04

Disciple ZEUS looking after his master PURCHASEATTHETOP

[zeus19] 06/12/2024 19:49

Youre making yourself look like a clown stalking PATT

[purchaseatthetop] 06/12/2024 18:38

Why? In Oct 24 when they proposed the equity injection it was a 5.3% premium. Why should they pay a 35% premium now that the share price has fallen. They are paying a 5.3% premium still. I have bought three times at 2.85p in the last month or so. I will buy again at levels lower than the 3p.

Not sure why that is ridiculous.