Enjoy unlimited access to all forum features for FREE! Optional upgrade available for extra perks.

'Tis the season for a share tip

Status
Not open for further replies.
Joined
Oct 13, 2012
Posts
1,411
Reaction score
355
Summit Plc
Ticker: Summ.L
Market: AIM
SP: 132p
Market Cap ~£55m

Summit is a drug discovery company with two breakthrough drugs in clinical trials. They are due to report results for both in the first half of 2015.

The first is a targeted new antibiotic for C-Diff infections - a massive market. It is attracting very favourable terms from regulators and incentives for novel antibiotics. P1 went well and crucially was shown to be highly effective and selective (it does not kill healthy bacteria, which is a huge benefit.) which bodes very well for P2 results. It should attract offers in the hundreds of millions from big pharma at that stage.

The second is a disease modifying drug for Duchenne Muscular Dystrophy. It's about to start a new P1 trial with controlled diets to improve absorption. This is an awful, fatal disease with around 50,000 affected boys and young men in the developed world, and this drug pipeline represents real hope for the families as well as a very lucrative opportunity.

They are well financed, with £20m in the bank.

The company is currently planning for a Nasdaq listing which will almost certainly mean a re-rating, as the US values drug discovery companies much more highly than the UK - and US investors are often reluctant to trade on AIM.

The legendary Jim Mellon has a sizeable holding.

Upside potential is huge - worth putting a few in your stocking IMHO.
AIM shares can now be held in ISAs.

* I have shares. I am not providing financial advice. This is just my opinion. I am not responsibile for your actions. Do your own research. Your house may be at risk if you do not keep up repayments on your mortgage.
 
Very interesting ^

Oddly enough i was reading the sun today and it had a story about a teen who turned 2k at the start of the year into being worth around 17.5 million by trading stocks http://www.featureworld.co.uk/sam-cook-18-year-old-millionaire-trader/. I also find it really interesting about the current oil prices, i mean if i keeps on dipping surely there must be a bottom price for something which is limited in supply.

I did some research on Forex trading a while ago and really it just seemed like gambling at times. Stocks and shares on the other hand with knowledge and research it has more of a skill cap?.

Seems to be quite a few decent rated books on amazon about stock trading, i think you would need to spend months reading books and using play money before spending to much real money. I think it's one of those things i would like to at least try in my lifetime.

Btw a link for the best sellers in stocks and investments on amazon, i will be buying one or 2 of these:

http://www.amazon.co.uk/gp/bestsellers/books/268201/ref=nosim?tag=acorn06-21
 
Last edited:
The bottom price comes when Russia submits, most of the current oil issues are nigh on about kicking russia. Russia is sanctioned, while the middle east isn't. Normally supply is balanced out with the main suppliers essentially price fixing, but taking out a main player has left the middle east to fill the gap.

What will happen when Russia's limits are off could be real interesting.

I also find it really interesting about the current oil prices, i mean if i keeps on dipping surely there must be a bottom price for something which is limited in supply.
 
^ off the top of my head, while i think Russia is a big factor, maybe America becoming less dependant on oil due to what looks like large scale fracking is a also a factor, fracking could be USAs methadone for the time being.
 
Last edited:
Very interesting ^

Oddly enough i was reading the sun today and it had a story about a teen who turned 2k at the start of the year into being worth around 17.5 million by trading stocks http://www.featureworld.co.uk/sam-cook-18-year-old-millionaire-trader/. I also find it really interesting about the current oil prices, i mean if i keeps on dipping surely there must be a bottom price for something which is limited in supply.

I did some research on Forex trading a while ago and really it just seemed like gambling at times. Stocks and shares on the other hand with knowledge and research it has more of a skill cap?.

Seems to be quite a few decent rated books on amazon about stock trading, i think you would need to spend months reading books and using play money before spending to much real money. I think it's one of those things i would like to at least try in my lifetime.

Btw a link for the best sellers in stocks and investments on amazon, i will be buying one or 2 of these:

http://www.amazon.co.uk/gp/bestsellers/books/268201/ref=nosim?tag=acorn06-21

That story is 100% pure bullshit, like most things in the Sun :)

Trading and investing are completely different.
 
Yep that kid lied. He only admitted the truth when the news team started really quizzing him about the facts.
 
The bottom price comes when Russia submits, most of the current oil issues are nigh on about kicking russia. Russia is sanctioned, while the middle east isn't. Normally supply is balanced out with the main suppliers essentially price fixing, but taking out a main player has left the middle east to fill the gap.

What will happen when Russia's limits are off could be real interesting.

Saudi Arabia is calling the shots here, not the USA.

Saudi can produce oil for a faction of the price of the USA can produce oil or shale gas. The fact is that there is currently an oversupply of energy and the Saudis have said that they will keep on pumping. That hurts any country that spends more than the Saudis in extracting oil - and that includes the UK, USA, Iran, Venezuela, Nigeria, Russia....
 
Saudi Arabia is calling the shots here, not the USA.

Saudi can produce oil for a faction of the price of the USA can produce oil or shale gas. The fact is that there is currently an oversupply of energy and the Saudis have said that they will keep on pumping. That hurts any country that spends more than the Saudis in extracting oil - and that includes the UK, USA, Iran, Venezuela, Nigeria, Russia....

Yep, they're going to keep on even if it drops to $20 a barrel...

http://www.telegraph.co.uk/finance/...s-after-Saudis-says-20-crude-is-possible.html
 
Thanks just had a little dabble

Summit Plc
Ticker: Summ.L
Market: AIM
SP: 132p
Market Cap ~£55m

Summit is a drug discovery company with two breakthrough drugs in clinical trials. They are due to report results for both in the first half of 2015.

The first is a targeted new antibiotic for C-Diff infections - a massive market. It is attracting very favourable terms from regulators and incentives for novel antibiotics. P1 went well and crucially was shown to be highly effective and selective (it does not kill healthy bacteria, which is a huge benefit.) which bodes very well for P2 results. It should attract offers in the hundreds of millions from big pharma at that stage.

The second is a disease modifying drug for Duchenne Muscular Dystrophy. It's about to start a new P1 trial with controlled diets to improve absorption. This is an awful, fatal disease with around 50,000 affected boys and young men in the developed world, and this drug pipeline represents real hope for the families as well as a very lucrative opportunity.

They are well financed, with £20m in the bank.

The company is currently planning for a Nasdaq listing which will almost certainly mean a re-rating, as the US values drug discovery companies much more highly than the UK - and US investors are often reluctant to trade on AIM.

The legendary Jim Mellon has a sizeable holding.

Upside potential is huge - worth putting a few in your stocking IMHO.
AIM shares can now be held in ISAs.

* I have shares. I am not providing financial advice. This is just my opinion. I am not responsibile for your actions. Do your own research. Your house may be at risk if you do not keep up repayments on your mortgage.
 
I did some research on Forex trading a while ago and really it just seemed like gambling at times. Stocks and shares on the other hand with knowledge and research it has more of a skill cap?.

Seems to be quite a few decent rated books on amazon about stock trading, i think you would need to spend months reading books and using play money before spending to much real money. I think it's one of those things i would like to at least try in my lifetime.

Yes Forex and shares are very different. Forex is quite a lot riskier, and is much more short term trading. With shares, I think you have a chance of doing OK as long as you do a lot of homework. Take less risk when beginning, so buy shares with high stable dividend yields in established companies to begin with - I actually believe this is the best strategy anyway, but you can have more fun as you get sharper.

This is not financial advice, do your own research etc, don't lose the shirt off your back etc.
 
In the spirit of sharing, one share that caught my eye recently is:

Tracsis
Listing: AIM
Rolling stock management software.

I haven't look at it closely at all, it's just on my possible next buy list, but for those EXPERIENCED it might be worth looking in to. Let me know if you look at it.

Rgds
 
Status
Not open for further replies.

The Rule #1

Do not insult any other member. Be polite and do business. Thank you!

Featured Services

Sedo - it.com Premiums

Sponsors

IT.com

Premium Members

AucDom
UKBackorder
Be a Squirrel

Sponsors

Acorn Domains Merch
MariaBuy Marketplace

Shiny Nuts

Perfect
Service
Laskos
URL Shortener
*the exceptional businesses of our esteemed moderators
Top Bottom