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Silence Therapeutics Share Discussion Threads
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|Sorry not a holder here but
Callumross,I notice you were in the old Armour group that is now ONEVIEW did you stay in them through the transition can I ask?
Are they a completely different animal because it looks like it?|
|A lot of buying interest over the last few days 1gw. Forget that they are recorded as sells. You have been able to buy at less than mid price for weeks. It's a slow burner, this one, but patience will be rewarded.|
|Well, my decision to follow Silence into Arrowhead has proved to be a rather poor one so far. Still, patient capital and all that...|
|Callum,don't follow that closely but regardless does anyone see much real progress?|
|Waterloo - it has been known that ATU027 has effectively been sidelined for over a year.|
|So little real progress, actually some in reverse (note Aut 027, the big hope has been effectively killed off). Hopes that investment in Arrowhead has more success. poor all round IMO.|
"...the Directors believe that the totality of our IP alone represents a very significant risk/reward upside relative to the market cap and enterprise value of Silence."|
|Feverish trading ahead of tomorrow's results I see...|
|Is this a poison pill adopted by Arrowhead?
"The rights will be exercisable only if a person or group acquires 15% or more of the company’s outstanding common stock."
|Roll on the results so we can see the numbers and the company spin on the outlook and see if there was anything to justify the selling.|
|One weekend later ,i can see i was wrong !!.|
|I have said this before ,but was that the overhang of our seller finally cleared yesterday ?.|
|Sign of life in the old dog at last?|
|Nice late reported trade from yesterday, over 1million shares sold / purchased again.|
|Our opinion is a 200p+ stock price correct. V real poss tie up with ARWR in the med term too.|
|cheers for the BUY Richie... been a dull hold for now
as you say in the note, the mkt cap is tiny for all the IP and knowledge that SLN has built up over the years.|
|New Conviction Buy recomm just out - http://www.alignresearch.co.uk/silence-therapeutics/new-conviction-buy-stance/|
|And just for good measure I've taken some in Arrowhead directly today.|
|In fact I've convinced myself. So that's me buying some more at a bit under 93p.
Edit - and I see it has been marked up as a sell!|
|And although the Arrowhead price has been fairly volatile, at $2.31 just now I make that a 40% return on Silence's announced investment ($1.65 average purchase price by my calcs).
Perhaps we should petition Ali to take a few more of these strong-conviction punts?|
|Arrowhead: +7% today
Silence: -7% today
Surely some arbitrage potential here...
...unless perhaps the reason for the disparity is that someone's worked out that Silence is building its position and so is already playing the arb?|
|Thanks for this find Waterloo.|
|Assume this will be of interest to investors here (I'm not one of them).
Edit: All looks rather early stage given the recent fail as some patients died. 'Back in trials next year'. A lot of mouths to feed in the 'family' photo at the end. Note this is dated tomorrow!|
|Ah well even if nothing else is happening ,at least our share in arrowhead is gaining !!.|
|Interesting read through here - http://www.dailymail.co.uk/sciencetech/article-4231342/Cancer-inherited-disease-vanish-20-years.html|