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impacman
Posted on: Nov 26 2019, 08:52 AM


Group: Member
Posts: 160

Obviously a very capable person with a very distinguished career. Other than that general (neuro/surgical) capability though it is had to understand the specific skill sets he has been bought in to provide that will propel CUV forward over the next few years. Perhaps the relationships and credibility he will bring to TGA approval?
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impacman
Posted on: Nov 20 2019, 12:00 PM


Group: Member
Posts: 160

Just trying to get my head around what the MD's address was saying. There is a lot there but my read on it is that their next target to prove up efficacy via clinical trials (building on top of very strong clinical data already that has been accepted by the FDA) is that Scenesse is a molecule (and therefore ultimately a product) that can prevent skin cancer. Both by repairing DNA damage (which in itself has much wider applications) and by preventing skin damage (acting as a preventative – pseudo sun screen if you like). From my understanding and exposure to CUV over the years these applications have always been on the cards and the use of Scenesse in this area has always been discussed but very low key. Now that FDA have approved Scenesse this is the first time CUV have come out and actively stated that this is their forward strategy (assuming it is).

Is this everyone else's read on it?

Don’t need to tell anyone what it would mean for the company if they were able to do that!

Thanks in advance.
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impacman
Posted on: Nov 12 2019, 02:58 AM


Group: Member
Posts: 160

Voted from NZ today with Chair as my proxy. Yes to everything other than CE bonus - conditions just too loose for me when such significant sums are being talked about.
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impacman
Posted on: Oct 9 2019, 04:07 AM


Group: Member
Posts: 160

Outstanding result and a long time coming. Been in this since 2002. Thanks to everyone on this Board. Can’t wait to see what happens over the next 6 - 24 months. Could be quite a different beast. Agree I wouldn’t want to be a short atm.
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impacman
Posted on: Sep 21 2019, 05:35 PM


Group: Member
Posts: 160

Go the AB’s alright. The Wallabies came through well in the end but Fiji gave them a bit of a scare. Kiwi or an AB’s fan?
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impacman
Posted on: Jul 31 2019, 09:26 AM


Group: Member
Posts: 160

Up 36% yoy - not a bad result!
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impacman
Posted on: Jun 3 2019, 09:21 AM


Group: Member
Posts: 160

Be interesting to see how this impacts on SP in the short term - if at all. Might present a buying opportunity. Certainly shows that the FDA are having a very good look at the NDA and that nothing is a done deal. From what I understand though the position of not holding an advisory committee meeting is a positive.
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impacman
Posted on: May 28 2019, 04:17 PM


Group: Member
Posts: 160

Holy heck circa 830,000 shares went through asx between 15.59 and 16.10. Something going on. Close at 35.16

Sorry earlier posts by.Verhaven et al hadn’t appeared when I posted. Bit of duplication😄pretty amazing volume though - has to help with asx 200 liquidity requirements.
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impacman
Posted on: Apr 2 2019, 12:02 PM


Group: Member
Posts: 160

According to the Barron's link Royco provided below Lagoda still hold 2.39m shares (or 4.99% of the company)
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impacman
Posted on: Feb 19 2019, 10:22 AM


Group: Member
Posts: 160

Actually just checking Direct Broking information and $24.60 is the highest price so I am a bit out on that one.
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impacman
Posted on: Feb 19 2019, 10:20 AM


Group: Member
Posts: 160

Wow you've got to like this number. It would have to be an all time high I would think.
Attached thumbnail(s)
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impacman
Posted on: Feb 7 2019, 09:21 AM


Group: Member
Posts: 160

You've got to like this part of the newsletter

"Clinuvel intends to be the first company to launch topical melanocortins for a range of diseases and conditions.....Whereas Scenesse is a specialty pharmaceutical for the use by select academic centers, the follow on topical products may have a much wider user and prescribers base"
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impacman
Posted on: Dec 11 2018, 02:33 AM


Group: Member
Posts: 160

Global markets are getting smashed at the moment, particularly tech stocks (to which CUV is more aligned). Dow is down under 24,000 as I post. I think the price drops we have seen are more reflective of this wider sentiment than anything to do with CUV itself. Everything is getting punished at the moment. Can't do anything about the macro environment - just have to ride it out.
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impacman
Posted on: Oct 30 2018, 12:30 PM


Group: Member
Posts: 160

True but it certainly looks like a self serving trade by the broker. Makes you wonder who they are representing - particularly at the 1 - 20 share transaction level.
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impacman
Posted on: Oct 30 2018, 10:34 AM


Group: Member
Posts: 160

And it just keeps going....
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impacman
Posted on: Oct 30 2018, 10:30 AM


Group: Member
Posts: 160

Yep, someone is just dragging it down with relentless cross/institutional trades. Starting to piss me off a bit to be honest.

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impacman
Posted on: Oct 25 2018, 05:08 AM


Group: Member
Posts: 160

ANZ/Direct Broking had it as follows. Not sure why ASX had it at 48K

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impacman
Posted on: Sep 12 2018, 08:44 AM


Group: Member
Posts: 160

FIL dropped below 5%. Now not a substantial holder.
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impacman
Posted on: Sep 5 2018, 09:36 AM


Group: Member
Posts: 160

Whilst perhaps somewhat selfish I hope this provides the opportunity to top up on some degree of weaker demand (relative to recent share price charge of late).
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impacman
Posted on: Jul 4 2018, 02:56 PM


Group: Member
Posts: 160

Lagoda have reduced shareholding from just over 10% to just over 7%. An interesting move on their part at this juncture.
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impacman
Posted on: Jun 25 2018, 10:06 AM


Group: Member
Posts: 160

Well that was a very pleasant surprise. I did not think they would call a trading halt to announce the submission of the NDA. I had been expecting more delay or something of that nature. Excellent news!
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impacman
Posted on: Jun 22 2018, 10:17 AM


Group: Member
Posts: 160

In regard to an “announcement regarding a regulatory submission”. Who knows what it means. Would have thought it was unlikely they would go into a TH if it was just to say NDA submitted.
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impacman
Posted on: Apr 23 2018, 04:06 PM


Group: Member
Posts: 160

Any suitor needs to get 90% of the company to be able to compulsorily acquire the remainder of the shares. If the "common shareholders" hold > 10% and collectively don't sell then they cannot be compelled to do so. That remains the case until the magic 90% is acquired by the suitor.
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impacman
Posted on: Mar 28 2018, 09:07 AM


Group: Member
Posts: 160

Thought it was a good newsletter as far as Clinuvel communications go. Gives a little more clarity around time frames.
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impacman
Posted on: Feb 16 2017, 05:04 AM


Group: Member
Posts: 160

Nothings changed mate.
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impacman
Posted on: Jan 9 2017, 07:18 AM


Group: Member
Posts: 160

I'm in for $13.90 if I may thanks.
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impacman
Posted on: Oct 11 2016, 06:49 AM


Group: Member
Posts: 160

Yep been a while since I have posted but I continue to follow the board. I suspect there are a few long termers like myself following things but keeping relatively quiet. Here's hoping momentum continues.

Cheers.
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impacman
Posted on: Oct 11 2016, 06:30 AM


Group: Member
Posts: 160

$8.30 AUD for me thanks.
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impacman
Posted on: Nov 13 2014, 02:12 PM


Group: Member
Posts: 160

Multiple Directors buying on market (again) always helps! Hopefully they are on the money.
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impacman
Posted on: Oct 27 2014, 01:15 PM


Group: Member
Posts: 160

I suspect they will want to keep a relatively conservative approach (surprise surprise) until the decision is ratified. Nice to see recommendation for approval though. Looking to top up now (from 2003 purchases).
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impacman
Posted on: Sep 23 2014, 01:36 PM


Group: Member
Posts: 160

Unless the EMA start their meetings REALLY early it isn't some leaking information from the meeting.
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impacman
Posted on: Sep 22 2014, 05:05 PM


Group: Member
Posts: 160

Robofist, to each their own seems to be the mantra from an investment perspective. I have held since Epitan days as well. Approval will derisk the investment significantly. I am of a view that any premium gained by getting in prior to EMA approval (in full or conditional) will be dwarfed by what CUV will/can achieve over the next few years. I have capital waiting for that to happen and am quite happy to take slightly fewer shares when coupled with much lower risk. Hope that helps your thinking.




Impacman


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impacman
Posted on: Sep 22 2014, 08:53 AM


Group: Member
Posts: 160

September 23rd for oral presentation to EMA CHMP. Moment of truth getting closer.

GLTA

Impacman
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impacman
Posted on: Aug 8 2014, 11:12 AM


Group: Member
Posts: 160

More to the point they have set an Oct date (or reconfirmed - can't remember whether had set it earlier) as to when they expect an EMA decision.
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impacman
Posted on: Oct 10 2011, 05:09 PM


Group: Member
Posts: 160

ISHAG - had to laugh. Have been involved in an industry H&S group dealing with safety related training. Always thought that was a great name for an umbrella group like that. Anyway - for those of you long enough in the tooth I am still holding/here and appreciating the ongoing commentary - thanks.

Be celebrating soon is my theory!

Cheers,

I-man.
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impacman
Posted on: Aug 4 2011, 08:53 AM


Group: Member
Posts: 160

It was the trading on the ASX. I use Direct Broking and in the last two or three hours of trading about 10 or 12 trades went through as I described below.
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impacman
Posted on: Aug 3 2011, 04:09 PM


Group: Member
Posts: 160

Sorry tried to post last trading in CUV but table wouldn't format. Very clearly a BOT. Lots of trades of between 1 and 11 shares.
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impacman
Posted on: Aug 30 2010, 06:50 AM


Group: Member
Posts: 160

I think the EPP PIII results are already finalised, not still interim as suggested. PLE PIII study still ongoing...

Cheers,

I-man
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impacman
Posted on: Aug 19 2010, 05:54 PM


Group: Member
Posts: 160

Yeah agree that bots have been here before but the depth chart on Direct Broking was very stark! Also a number of cross trades of the same volume as bot trades early in trading session - I don't really understand why that would be happening. Regardless I am still quite happy to hold and enjoy the eventual run upwards. Patience, patience etc etc - personally the sooner I can catch up with the SS CUV thread locals for a beer on some island - the better. Have a good rest of the week all.

I-man.
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impacman
Posted on: Aug 19 2010, 12:45 PM


Group: Member
Posts: 160

Very unusual trading today. Looks very much like the bots are onto CUV. Haven't seen it before with this stock. Not sure what intent is but it is very obvious.
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impacman
Posted on: Apr 7 2010, 12:55 PM


Group: Member
Posts: 160

I like your maths Poly biggrin.gif
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impacman
Posted on: Mar 31 2010, 07:13 AM


Group: Member
Posts: 160

Keen on both an Australian approval this spring (Sept/Oct/Nov 2010) and a CUV SH party but I am sure that the recent announcement/s had FDA and TGA (Australian) Marketing Approval Applications for 2011 (not sure how they would do FDA in that time though). Happy to have got that wrong - did anyone else pick that up?

I-man
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impacman
Posted on: Mar 30 2010, 12:07 PM


Group: Member
Posts: 160

Clinuvel had been endeavouring to get the go ahead for a Ph III trial for EPP so in that sense the FDA have knocked them back. Ph II is okay but not what CUV and others (myself included) had been hoping for. Going to add another year or two to commercialisation in the US. Better than not all though.
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impacman
Posted on: Mar 17 2010, 06:43 AM


Group: Member
Posts: 160

Hi Ezi, glad to hear you are over the hospital stay and well on the mend. 74 - that is going to be a great time to enjoy some good returns from CUV. Just need to hold onto our hats for a bit longer.

Cheers,

I-man.
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impacman
Posted on: Mar 11 2010, 11:16 AM


Group: Member
Posts: 160

Hi Ezi, I trust all is well. Haven't heard from you for a while (nor myself really). There are quite a number of us who have bought and are holding and waiting quietly for something to happen. How much longer I am not sure but as long as they keep ticking the boxes that is all we can hope for. In your circumstances if I remember rightly you would like it sooner so as to enjoy retirement more. I will go out on a limb and suggest that within the next 6 - 12 months the SP will double what it is today. After that who knows but upside is pretty good in my view.

Cheers,

I-man
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impacman
Posted on: Mar 5 2010, 10:27 AM


Group: Member
Posts: 160

That is pretty much my thought as well. More out of interest than anything.

Cheers

I-man
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impacman
Posted on: Mar 5 2010, 10:26 AM


Group: Member
Posts: 160

Doesn't seem to be having an impact at this point. Not really on institutional radars anyway - so no flurry of activity to drop the stock on the basis of indice weighting requirements.
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impacman
Posted on: Mar 5 2010, 09:00 AM


Group: Member
Posts: 160

CUV has been removed from the S&P/ASX All Ordinaries indice - not to sure what this means. Probably due to low Mkt cap or something similar. Anyone have a view as to what this means in practical terms?
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impacman
Posted on: Dec 21 2009, 03:16 PM


Group: Member
Posts: 160

You were right it wasn't a query but when I saw the US Army sign I thought I had inadvertently touched a nerve. IRS - that sounds about as full on a combat zone as you can get! Perks are perks and fully deserved I reckon. Looking at the videos of Adrian et al certainly brings home the fact that CUV have something that is genuinely going to help others - which is great.

In terms of announcements and progress I must say they are frustrating - expecting a definitive announcement/s and trhey consistently give something that is only halway definitive. My glass half full side is siding with those that feel CUV are deliberately trying to keep a lid on hype.

Thanks ad0304s - keep up the good posts.

Cheers.
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impacman
Posted on: Dec 21 2009, 02:34 PM


Group: Member
Posts: 160

Well I guess you answered my query smile.gif . I figured it wasn't the Wall St zone (despite many out there probably thinking it was akin to one). Just too good an opportunity to make the analogy - but no offence or belittling of efforts for you or others in real zones meant. Glad to see you are in good health and keeping the the CUV thread moving.

Cheers,

I-man
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impacman
Posted on: Dec 21 2009, 10:57 AM


Group: Member
Posts: 160

"...and I spent most of the year in a combat zone, .....".

Was that Wall St? lmaosmiley.gif
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impacman
Posted on: Nov 26 2009, 10:45 AM


Group: Member
Posts: 160

Gotta like Jack Wood - just bought another 200,000 shares on market for $58k. Not huge again but his own money (I would think) and sends a nice vote of confidence in CUV. Pity some of the others Directors don't do the same.
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impacman
Posted on: Nov 20 2009, 07:04 PM


Group: Member
Posts: 160

I am always keen on that one RR smile.gif .. as I am sure others are. One step at a time though.
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impacman
Posted on: Nov 20 2009, 06:56 AM


Group: Member
Posts: 160

Just wanted to widen my thanks to all those who attended the agm (regardless of state of mind - being hungover and still going suggests stoic Australian blood!) and have provided some really good feedback. I think it is (again) just a case of sitting back and counting the days off the calander until at some point in the next 6 - 12 months it all comes together and we see a significant announcement that shows us the finish line is definitely only metres away.
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impacman
Posted on: Nov 18 2009, 04:27 PM


Group: Member
Posts: 160

Klomp, thank you very much for a very well presented post - a well considered summary.

Cheers,

I-man
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impacman
Posted on: Sep 29 2009, 05:57 PM


Group: Member
Posts: 160

Link worked fine thanks nklex. Very positive report and a 25% (approx) lift in 6 month target. All good.
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impacman
Posted on: Sep 27 2009, 04:56 AM


Group: Member
Posts: 160

Hi Dhuy. Good to see your post. Is SS the new PEN central? Regardless of site it is good to have the benefit of your views. Have a good rest of the weekend.

Cheers,

I-man
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impacman
Posted on: Sep 27 2009, 04:49 AM


Group: Member
Posts: 160

Yes I have been wondering about that and it would be the assumption I would make. We all knowabout assumptions though... Keen to know if you find out Impreza. Thanks.

I-man
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impacman
Posted on: Sep 23 2009, 10:28 AM


Group: Member
Posts: 160

Up another 2c as we speak. Does it have legs this time?
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impacman
Posted on: Sep 22 2009, 05:55 PM


Group: Member
Posts: 160

Nice to see you on board LRR. Very passionite bunch here but pretty good people from what I can see. Lot of long term posters are very quiet at the moment due to (I suspect) the wait for EPP results etc. Enjoy the ride....

I-man
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impacman
Posted on: Sep 16 2009, 05:00 PM


Group: Member
Posts: 160

Hi all - have been a bit quiet due to "not much gonig on" but enjoying your posts as usual so thanks. Just wanted to comment on viral marketing etc. As I am sure most of you have already checked out - have a look at melanotan.org (or equivalent). There is already a major sub culture around this topic - ready to test uncertified/untested versions of M1 or M2. Once something is legitimately on the market I don't think it will take very long at all for that mechanism - be it twitter (whatever the F$$%% that is) or similar to promulgate the message at the spped of light. Uptake from there is anyones guess - but I suspect would be significant excepting major problems with delivery or symptoms.

Have a great rest of the week all. Still looking forward to that party on the beach.

I-man
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impacman
Posted on: Jul 9 2009, 05:44 PM


Group: Member
Posts: 160

Not sure of SP issue but I took a position of 100k (shares) a few month/s ago at 25c and today managed to get half (or there abouts) of the other 100k I wanted at 16c. If you are in for ST then current situ is an issue. If you are in with a med to LT view then to be honest I don't see anything that contradicts my initial decision to get on board.
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impacman
Posted on: Jul 9 2009, 05:32 PM


Group: Member
Posts: 160

Bug*er - I thought your link would have just 1 company to make the guess easy laugh.gif .

Will come back to you on my guess. Great to see that you, and others I hope, know who is posting on HC. Just follow the star!

Cheers,

Tom
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impacman
Posted on: Jul 3 2009, 11:17 AM


Group: Member
Posts: 160

Seems to be a mexican standoff in STX despite the markets falling everywhere. Good sign I guess but not for my order at 18c wink.gif
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impacman
Posted on: Jul 2 2009, 07:05 AM


Group: Member
Posts: 160

Very good Uho... I am glad to see I am not the only one bombarded with those emails - I should be getting heaps deposited in my accounts any day!

biggrin.gif
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impacman
Posted on: Jul 1 2009, 08:18 AM


Group: Member
Posts: 160

Not me - I've got a Kiwi accent lmaosmiley.gif
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impacman
Posted on: Jun 26 2009, 03:22 PM


Group: Member
Posts: 160

A very good question and one I have been thinking about - so thanks for the responses. I guess it really comes down to how much gas is there - lots and addional infrastructure costs to Gladstone are worth it - not so much then supply domestically only.

I think. Have a good weekend all.

Cheers
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impacman
Posted on: Jun 4 2009, 12:46 PM


Group: Member
Posts: 160

This merger idea is gaining some legs. MRM and NMS - that is certainly one to think about but yes a lot more than $40m required - maybe some hurried back room discussions with the bankers are going on as well cool.gif
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impacman
Posted on: Jun 4 2009, 12:19 PM


Group: Member
Posts: 160

Thanks Blues. Now all we need to understand is what they are going to use the $40m for - another boat perhaps - or an aquisition?
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impacman
Posted on: Jun 4 2009, 11:19 AM


Group: Member
Posts: 160

Hadn't thought about the merger idea but maybe. All will be revealed soon I guess. I just hope the news is good and keeps NMS on track - they have been doing so well to date.
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impacman
Posted on: Jun 4 2009, 10:26 AM


Group: Member
Posts: 160

Some of the posters from Hot Copper seem pretty convinced it is another Cap Raising - at 50c. Would need to be a big aquisition to justify that I would have thought! If that is the case then I would be in - assuming it stacks up etc.

Cheers,

Iman
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impacman
Posted on: May 26 2009, 06:19 PM


Group: Member
Posts: 160

As appals said (and you are implying - I think) all the operations/holdings are in Asia. Agree, don't see why FIRB would be involved other than as a rubber staping exercise.

Been thinking about what recent events mean and have decided that it is all good for PNA (and by default us as SH's). Was always in this for a couple of years - aim to get to $1.00 in that time from 32c avg (bought equal volumes at 20c and 44c) - and I don't believe GRAM involvement has done any harm to that view rolleyes.gif
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impacman
Posted on: May 26 2009, 12:03 PM


Group: Member
Posts: 160

Page 4 of the Main ASX announcement says placement is conditional on... FIRB approval... Wouldn't think that a 19.5% stake would cause too many issues.
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impacman
Posted on: May 26 2009, 11:55 AM


Group: Member
Posts: 160

Credit where credit is due blueice - you certainly picked that one! And Arty!
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impacman
Posted on: May 24 2009, 05:44 AM


Group: Member
Posts: 160

I may be wrong here but I don't believe a dual listing requires a capital raising. There are plenty of NZ companies for example that have dual listing on the ASX. It hasn't meant they have had to issue more shares - just that they are listed on both the NZX and ASX and can be traded on both. A capital raising is the issuing of new shares (generally). Not sure of the differences between ASX and Swiss exchange but I don't see that new shares have to be issued to be listed there. If more capital is needed then that is a different game.

Cheers
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impacman
Posted on: May 22 2009, 05:10 PM


Group: Member
Posts: 160

Sorry not sure what you mean by curent dilution of shares? Last dilution was Feb/March - is that what you mean or something else?

Cheers
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impacman
Posted on: May 15 2009, 06:19 AM


Group: Member
Posts: 160

Pretty good performance by CUV yesterday on the ASX given the across the board fall. Up 0.5c - indicates some strength (if not good upward pressure) at current levels.
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impacman
Posted on: May 12 2009, 06:09 PM


Group: Member
Posts: 160

Given STO announcement I guess your question takes on a new/er dimension - despite Jan/Feb activity in the cap raising area. Personally I don't it would be all that well received given the other options provided via increased copper prices i.e. pay for it from profits etc.
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impacman
Posted on: May 11 2009, 05:19 PM


Group: Member
Posts: 160

Hi X-ray. I am very much a fundy at heart but diligently working my way through Charting for Dummies! Do listen to the TA advocates and believe there some benefit in doing so. My very layman's view is that CUV is in an uptrend and OBV on a very short term (read < a couple of months ) is acting somewhat as confirmation. Having said that I think any TA disciple would say that there are good indications (at best) but they remain unconfirmed.

There you go - my very first attempt at trying to translate to a TA viewpoint. Anywhere near your view?

Cheers.
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impacman
Posted on: May 11 2009, 09:47 AM


Group: Member
Posts: 160

Wasn't that already done via a share placement in Jan/Feb of this year?
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impacman
Posted on: Apr 24 2009, 10:27 AM


Group: Member
Posts: 160

Quite a bit more sell depth in the 30's today. Looks like some profit taking going on.
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impacman
Posted on: Apr 22 2009, 07:07 PM


Group: Member
Posts: 160

48.6 billion - we would be happy with just 4, 8, or 6 I would think! tongue.gif
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impacman
Posted on: Apr 21 2009, 03:37 AM


Group: Member
Posts: 160

Hi Rosewood. I don't think I can unfortuneately. It is a Direct Broking site which I only got access to yesterday. It is run by ANZ here in NZ and essentially allows me to buy and sell my own shares without having to go via a normal broker. It is all done over a internet based website and part of the facility is a view of depth on the buy and sell side - I am assuming straight off the asx boards in the case of CUV. It shows the top 12 or so buy and sell prices but about mid way through yesterday CUV was only showing about 6 sell orders and at close only 1 of those 6 was <30.

For me to access this facility I have to go into my account so I don't think it is possible to provide a link to it sorry.
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impacman
Posted on: Apr 20 2009, 05:25 PM


Group: Member
Posts: 160

Seller look like they are drying up - only one showing at 29.5 for 6,500 on Direct Broking asx cuv page - rest are 30+
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impacman
Posted on: Apr 19 2009, 05:41 AM


Group: Member
Posts: 160

LOL smile.gif They can be useful.

Uhohinc thanks for the post. Only comment is that I think the $300/implant was a total sales price from which CUV would derive its royalty revenue - rather than $300 going to them. Therfore if $300/implant is right and 15% royalty then revenue for CUV would be $45/implant. Changes the numbers a bit but still okay.

Cheers
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impacman
Posted on: Apr 18 2009, 03:26 PM


Group: Member
Posts: 160

Thanks for the post Imprezzawrx. I would imagine it would be reasonable to divide the share value in the calcs by 3 to account for the change in shares on issue. This is likely to be offset to some extent by increased royalty figures (not sure what they are likely to be but I seem to remember previous discussions thinking 30 - 40% were likely to be in the ballpark - not that I would complain at more). I don't know about the CTT royalty - is that no longer payable? Again I am not 100% but I also have a feeling that the PE ratios for valuation of biotech stocks is much higher than other sectors - PE's of 20 - 25 being normal. Again not entrirely sure so keen on others comments. I would think $1b in sales including reasonable off label use should be achieveable in time.

A bit like Rabbitrun I would be a bit disappointed if the SP didn't get to $5 in time - given the risk reward and time factors. It is not impossible and you only have to look at the Coal Seam Gas sector (e.g. BOW from 0.19c to $1.30 since Jan basically) at the moment to see some pretty spectacular SP increases in an environment where things are less than certain.

Cheers
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impacman
Posted on: Apr 16 2009, 05:25 PM


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Posts: 160

All good news from CUV and a hi to all posters - I have been watching and appreciating coments but didn't think I had much of value to add at this point (great to see that the torch seems to pass to other CUV enthusiasts). My understanding is that final P3 results for EPP are due Q4 09 and it is from there we are looking at 3 - 9 months for approval. More an issue with time than process. Would love it to be quicker than that - any views on this one?

Cheers to all.

PS - Rosewood I have been looking at PXS etc and I am pleased to see that there are reasons for you to be smiling over the last few months! smile.gif
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impacman
Posted on: Apr 2 2009, 04:55 PM


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Thanks I think. Anyone game to translate?
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impacman
Posted on: Mar 27 2009, 04:38 PM


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Posts: 160

I approve entirely of your description of our seller X-Ray!

Cheers for the update on recruitment Rosewood - it does indicate they are getting on with things and that is good.

A good weekend to all as well.

Cheers
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impacman
Posted on: Mar 26 2009, 03:31 PM


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And what would be wrong with grey hair......at the age of 39.......? sleep.gif
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impacman
Posted on: Mar 25 2009, 09:43 AM


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Posts: 160

Hi Farmer Fred, I think you are right in terms of blood cells vs plasma. I went to the Herald site and have copied the article for you, wren etc to have a look at. Watching with interest. Have a good week all.


Scientists to create synthetic blood
4:00AM Tuesday Mar 24, 2009
Steve Connor
Scientists in Britain plan to become the first in the world to produce unlimited amounts of synthetic human blood from embryonic stem cells for emergency infection-free transfusions.

A major research project is to be announced this week that will culminate in three years with the first transfusions into human volunteers of "synthetic" blood made from the stem cells of spare IVF embryos.

It could save the lives of anyone from victims of traffic accidents to soldiers by revolutionising the blood transfusion services, which have to rely on human donors to provide a constant supply of fresh blood.

The deal involves National Health Service Blood and Transplant, the Scottish National Blood Transfusion Service and the Wellcome Trust, the world's biggest medical research charity. The researchers will test human embryos left over from IVF treatment to find those that are genetically programmed to develop into the "O-negative" blood group, the universal donor group whose blood can be transfused into anyone.



This blood group is relatively rare, applicable to about 7 per cent of the population, but it could be produced in unlimited quantities from embryonic stem cells because of their ability to multiply indefinitely in the laboratory.The aim is to stimulate embryonic stem cells to develop into mature, oxygen-carrying red blood cells for emergency transfusions. Such blood would have the benefit of not being at risk of being infected with viruses such as HIV and hepatitis.

But developing blood made from the cells of spare IVF embryos will raise difficult ethical issues for people not happy with the idea of destroying embryos to create stem cells. It also raises the intriguing philosophical question of whether the synthetic blood will have come from someone who never existed. In theory, just one embryo could meet the nation's needs.

The Wellcome Trust is believed to have promised 3 million ($7.7 million) for the project, with further funding coming from the blood transfusion services of Scotland, and England and Wales. The Irish Government is also understood to be involved.

- INDEPENDENT

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impacman
Posted on: Mar 25 2009, 06:52 AM


Group: Member
Posts: 160

Hi, don't hold CSL but have been watching over last 4 or 5 months. It is probably nothing but I saw an article in the NZ Herald yesterday that was talking about a venture in the UK (supported by local or national authorities) that was intending to produce blood plasma from stem cells. If this was possible (and I have no idea about that) and eventuated one would think it would have an impact on CSL market. Don't know anything more but just thought I would flag it.

Cheers.
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impacman
Posted on: Mar 20 2009, 10:06 AM


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Posts: 160

I think Poly meant it was one of the people or organisations who bought the ACM shares last year and are now selling rather than someone from ACM buying now.

Cheers
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impacman
Posted on: Mar 20 2009, 09:37 AM


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Posts: 160

If it is an ACM buyer then there is only one I would be concerned about and thankfully if they are pulling out they would need to let us know - that is of course JM Asset Management. Only problem I guess is they might tell us that they have gone from 8m odd to 0 in one SSH notice smile.gif - I don't see that happening though.
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impacman
Posted on: Mar 18 2009, 10:08 AM


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Posts: 160

Presentation out on ASX (and assume CUV website). Usual stuff although one slide on its own had this in big letters

"CUV expects first afa revenues in 2010".

Would be nice. Time will tell. Hope everyone is doing well.

Cheers,
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impacman
Posted on: Feb 25 2009, 05:08 AM


Group: Member
Posts: 160

Agree entirely with that comment Rabbitrun. I think we should all be well prepared to see the SP do nothing for the next 2 - 3 quarters (longer perhaps and maybe even some SP decrease). Assuming nothing negative comes out of CUV over that period the potential SP behaviour I am flagging is a result of current and likely future state of the markets - it could go on for some time. We just need to keep our heads down and watch CUV continue to tick off milestones - regardless of SP reaction to them individually if they are all ticked eventually SP will get to where we want it.

Cheers.
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impacman
Posted on: Feb 12 2009, 05:03 AM


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Posts: 160

YES
YES
NOT (at this stage - the better half thinks we have enough!) smile.gif
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impacman
Posted on: Feb 11 2009, 06:14 AM


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Posts: 160

Sorry to hear that AGR. Have been watching the news and it is an unbelieveable event which so much human cost.
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impacman
Posted on: Feb 6 2009, 05:58 PM


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Posts: 160

Any company wishing to make a compulsory takeover of a company listed on the ASX must attain 90% of shares/votes on issue before being able to do so i.e. 11% is a blocking stake.

The largest substantial shareholder listed in the company register is JM Financial who I believe hold approximately 20m and the largest nominee account - ANZ - holds 26.15%, the next biggest Citicorp holds only 6.93%).

To be honest I think the discussion about potential takeovers is really a moot point and agree with KRD's and Royco's recent posts.

It is a matter of sitting back, breathing deeply and waiting for CUV to continue ticking progress boxes.

Still not sure where the 380m shares comes from - 2008 annual report shows approximately 303m on issue.

Have a good weekend all. smile.gif
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impacman
Posted on: Feb 6 2009, 11:37 AM


Group: Member
Posts: 160

I may have missed something here but I have noticed a few posts of late have talked about 380m shares. My understanding is that there are roughly 310m shares on issue (or to be taken up via options etc)?

Takover is an issue at these prices but anyone wanting to do that requires at least 90% acceptance. Lets hope that there are at least 11% of Shares/SH's that are of our view and are in this for the long haul and/or expect a decent return on investment.
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impacman
Posted on: Jan 28 2009, 06:38 AM


Group: Member
Posts: 160

I appreciate what you are saying ad0304s - it is good to have the discussion. My view is that the market determines the SP at a point in time and in normal market conditions it would generally be fair enough to assume that the market determined SP is fair value for the share. The issue here is that we are not in normal market conditions by any stretch of the imagination and the SP for most stocks on most exchanges is currently determined by emotion - mainly fear - not underlying fundamentals.

By way of illustration it is not difficult to find a number of stocks that have cash in bank greater than their market capitalisation or thereabouts - this in essence is valuing their businesses at zero (which for some may be fair call but for others is just nuts). In fact CUV while not in that category, is not far off the mark - market cap of $77m and cash of $47m (both numbers approximate).

This certainly presents opportunities for those looking to initiate takeovers etc but for SH's like us I don't think it represents fair return for risk taken (this of course is the crux of the discussion as asequate return for risk is very much an individual position). Whilst I am sure if some company was to make a takeover attempt they would be trying to base it on multipliers (I would hope) of the current SP, I would want to see it based on multipliers of the current value which if the IND is approved would IMHO be somewhere in the .80 - $1 AUD range.

I must say I like Polyhemus's target price but only time will tell. I am in this for the long haul and wouldn't want to sell the possibility of hitting a target like Poly (and Uhohinc for that matter) has flagged at $3 or $4/share. I think if we got to the point that somone was offering that kind of money CUV must have been pretty well derisked and the only issue is how much money it can print - $3 - $4/share worth or $20 - $40 worth (or < $3/4 of course). I suspect it wouldn't be the latter. Now that may not be the approach of all SH's but that is the logic I would follow.

I am also in full support of the beach party. smile.gif
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impacman
Posted on: Jan 27 2009, 06:49 AM


Group: Member
Posts: 160

I certainly wouldn't support a sale at $3.64AUD/share. While I suspect there has been a lot of averaging down by current holders there are still probably a lot of SH that paid around the $1AUD mark - $3.64 represents only a 3.64x return on that figure which is laughable for the risk return that should be attributable to this stock. The value applied to the share in a buyout should be a multiplier of the value of the share at the time not its SP (I don't think there are may holders or analysts that think this shares current SP is anywhere near its value at the moment - even by the most conservative estimates).
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impacman
Posted on: Jan 22 2009, 08:08 AM


Group: Member
Posts: 160

In reply to: rabbitrun on Thursday 22/01/09 07:28am

I would imagine that lobbyist/PR groups associated with the sunbed and spray tan industry will be working hard at trying to trip CUV. Afa represents a potential industry killer to them (certainly the sunbed industry) and they will not let that happen without a fight (clean or otherwise). This in my view is not a conspiracy theory but a to be expected commercial reation from these groups. The closer CUV get to commercialising Afa the harder they will fight. The biggest risk IMO is their possible ability to influence the regulators (which one would hope was not the case from a regulator integrity point of view).

The run of misinformed articles like those coming out of the UK at the moment are frustrating but there is an old adage that any publicity is good publicity. To be honest while the intent of the articles seems to be to warn people not to take the drug the comments from those interviewed seem to be in the main highly supportive of the concept. Other than the regulatory tick of approval and confusion between M1 and M2 the issues highlighted seem to be the source/s of the drug and the inability of some to read instructions (perhaps the Darwin theory will help us out here cool.gif ). It could quite easily be that these articles actually help stimulate market interest in that they are certainly letting the general population know that such a drug as M1 exists and that it works (as the article comments overwhelmingly indicate). Once it can be said that it HAS been tested rigorously and IS safe to use if drug source and delivery method used in that testing is utilised this can be communicated to a somewhat already educated market.

I think some of the recent articles/snippets in Australian print/TV media that Mazzap and others have posted provide a good balance and as long as CUV continue this at about the level they are now I don't think the "UK" type articles will be an issue come commercialisation of Afa - they may in fact be a help.
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impacman
Posted on: Jan 21 2009, 10:15 AM


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Posts: 160

The boxes are being ticked and in line with recently stated timeframes. Very positive really regardless of Sp reaction. The one thing I have certainly learnt over the last 12 - 18 months exposure to a number of share markets and shares is that "fundamentals" and logic have absolutely zero bearing on SP in an environment like this! So I am not too concerned with lack of upward SP movement. CUV just need to keep their head down and continue ticking the boxes - if they do that we will certainly get there in the end.

Congrats to the CUV team - well done! biggrin.gif
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impacman
Posted on: Jan 8 2009, 05:15 PM


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Posts: 160

In reply to: Rosewood on Thursday 08/01/09 03:53pm

.26c close - given today's markets general performance not a bad time to break out of the 25.5c hole.
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impacman
Posted on: Jan 8 2009, 10:40 AM


Group: Member
Posts: 160

In reply to: x-ray on Thursday 08/01/09 10:36am

Thanks x-ray - I am all in favour of that prediction! biggrin.gif
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impacman
Posted on: Jan 8 2009, 09:44 AM


Group: Member
Posts: 160

In reply to: impacman on Thursday 08/01/09 09:41am

... and then we lose the .5c on 1000 volume - I should just keep quiet!
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impacman
Posted on: Jan 8 2009, 09:41 AM


Group: Member
Posts: 160

In reply to: Rosewood on Thursday 08/01/09 09:26am

Meant to reply to your post but you got a thanks as well smile.gif 26.5c is a push through that resistance but it may take the FDA saying "Yes" to close that way - having said that two days ago the sell bid was 28c about an hour before close. Volume and movement definitely indicate that more of a move in the right direction to "fair value" is on the cards. CUV just need to keep delivering the positive news/results.
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impacman
Posted on: Jan 6 2009, 12:12 PM


Group: Member
Posts: 160

In reply to: Rosewood on Tuesday 06/01/09 10:55am

All good - just hope she doesn't get to the loot first and trade me in ohmy.gif !
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impacman
Posted on: Jan 6 2009, 10:49 AM


Group: Member
Posts: 160

In reply to: Rosewood on Tuesday 06/01/09 10:09am

Just placed an order for 30000 @.25. That will do me as well ...... for now. I may get in trouble with the better half if I pick up more - and I can't have that - being an advocate of domestic bliss and all. cool.gif
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impacman
Posted on: Jan 4 2009, 04:46 AM


Group: Member
Posts: 160

In reply to: Rosewood on Sunday 04/01/09 02:19am

A good dose of reality there Rosewood. This is definitely an all or nothing punt (an educated one). Results and signals have been good to date and every step forward de risks the share - but as you rightly point out it is far from guaranteed. Pretty good start to the year none the less and I must admit I am seriously considering further investment - just can't help myself.
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impacman
Posted on: Jan 2 2009, 05:48 AM


Group: Member
Posts: 160

A happy new year to all posters. Just got back from a few days away with the family and it is great to see the positive posts coming through. Reading the CUV newsletter was encouraging and bodes very well for 2009. SP? - I'll go out on a limb and pick a range of $1.40 - $1.70 AUD by end of 2009 should Ph III results be postive, US IND be approved and US trials start and progress as flagged etc (not much of a limb really but putting a mark down).

Thanks to all of you who made this thread the great information treasure trove it was in 2008 - and a source of some comfort in the absence of news from CUV itself. The humour also goes along way!

I look forward to enjoying the 2009 ride with you. All the best from NZ.

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impacman
Posted on: Dec 20 2008, 05:32 PM


Group: Member
Posts: 160

QUOTE (uhohinc @ Saturday 20/12/08 05:00pm)

You had my heart going a bit there Uhohinc! I had a bit of a closer look at the link and saw that other than showing CUV, "Delisted" didn't actually say anything in particular about it. I then searched for some pretty solid ASX and NZX listed companies e.g CSL, ANZ BHP etc and they are all there as well (the CUV website had a better rating than the others which I thought would amuse a few on this thread!) and in fact had more info tagged to them. I get the impression that any listed company is covered on this site rather than only if they have been delisted or done something wrong etc. Good hunting to find them on it though.

Cheers,

I-man
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impacman
Posted on: Dec 18 2008, 08:45 AM


Group: Member
Posts: 160

In reply to: uhohinc on Thursday 18/12/08 07:05am

In answer to your question about investment and keeping with the drinking theme...

If you had purchased $1000.00 of Nortel stock one year ago, it would now be worth $49.00.

If you had purchased $1000.00 of Enron, it would now be worth $16.50.

If you had purchased $1000.00 of WorldCom, you would have had less than $5.00 left.

If you had purchased $1000.00 of Delta Air Lines stock you would have $49.00 left.

But, if you had purchased $1,000.00 worth of wine one year ago, drank all the wine, then turned in the bottles for the recycling REFUND, you would have had $214.00.

Based on the above, the best current investment advice is to Drink heavily and recycle.
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impacman
Posted on: Dec 18 2008, 06:30 AM


Group: Member
Posts: 160

In reply to: Rosewood on Thursday 18/12/08 03:28am

Sounds like we need some gold or oil with the melanotan laughingsmiley.gif Must admit my future investment plans coincide with that view. The only question is will it be a rally or another dead cat bounce?
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impacman
Posted on: Dec 17 2008, 09:54 AM


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Posts: 160

In reply to: ognid on Wednesday 17/12/08 08:51am

My view here is that the volumes traded now and in fact for most of the year (60m ACM lot excepted) wouldn't even make the "co" in "concentrated" - in reference to selling that is. smile.gif
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impacman
Posted on: Dec 14 2008, 03:39 PM


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Posts: 160

In reply to: Rosewood on Sunday 14/12/08 08:29am

Ah sorry about the ambiguity - I was referring generally to the ASX and the interim reporting for six months to Dec for the Aust corporates. Pretty sure that it is Feb that most come out.

I would be taking a fine interest in that oversight committee if CUV hasn't given us something before then!
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impacman
Posted on: Dec 14 2008, 05:32 AM


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Posts: 160

In reply to: Rosewood on Saturday 13/12/08 10:48am

There definitely look to be some pretty good bargins there at the moment. I'm thinking a good time to enter is after interim reporting (Feb/March) and/or post year end tax sell off - depending on whether the world is still spining from a financial perspective. Bit off topic I know but I do think there is plenty of opportunity there and hopefully CUV will be leading the charge.
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impacman
Posted on: Dec 12 2008, 10:09 AM


Group: Member
Posts: 160

In reply to: polyphemus on Friday 12/12/08 08:26am

Well that makes me feel better! tongue.gif Interesting anlysis and not unexpected given lifecycle stages of the respective organisations and changes in economic environments over that time. The interesting view would be share turnover over that period.

By way of example CSL has had an average (12 mnth) daily turnover of A$72.70m (as at 10/12/08) with a 12 month average price of $36AUD and a share pool of 183,000,000 (from 2007 Annual report). This gives an average daily turnover of approximately 5,083,333 shares or 2.77% (by my dodgey maths anyway). And this is from a very stable and profitable growth company (bluechip some might say).

Clinuvel would be lucky to have an average (12 month) daily turnover of 350,000 shares (excluding the one off 60m from ACP fallout) which equates to approximately 0.1% of shares on issue (assuming 310,000,000 shares on issue).

PXS may be a better comparison but I guess the point I am making is that the CUV SP is being determined by very low volumes. Does this in itself make the current SP easier to like? - probably not on the face of it but I believe in real terms it indicates that those holding (perhaps 95% or greater of those with shares) remain confident of a positive outcome.

If the SP had dropped as it had on higher volumes I am not sure i would still be here.

Just some food for thought.

Cheers all and have a good weekend. cool.gif
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impacman
Posted on: Nov 30 2008, 04:41 AM


Group: Member
Posts: 160

Thanks for the good discussion Lompid and Rosewood. Not being overly familiar with Biotech Daily or the author and taking your comments on board I would view it as a good sign that CUV has received the coverage - and the company and management weren't trashed at all. While not wanting to put the commentators curse on things I am starting to get the feeling that CUV by design or chance is lifting its profile. They just need to bring out news that more progress has been made.

Cheers,

I-man
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impacman
Posted on: Nov 26 2008, 12:24 PM


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Posts: 160

Another 25000 today. Just couldn't help it ohmy.gif
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impacman
Posted on: Nov 24 2008, 06:56 AM


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Posts: 160

In reply to: Lompid on Sunday 23/11/08 07:46pm

Hi all. I have been somewhat quiet on the thread front of late - have been watching posts but now have a 13 week old boy to go with my 2 and 4 year old boys hence time being at a premium. Thanks for the continued good discussion. My general view from the last months comments is that we are still very much in play and it is just time - how fast or how slow progress is made. The financial crisis is defintely going to mean volatility is around for some time yet but it would not seem to be having a huge impact on CUV SP (at these levels anyway). It does however present a lot of opportunity in the wider market looking forward - over the next 6 - 18 months possibly. It would seem the majority of the US sub prime resets have been completed so that will help (not solve!).

Thanks for the link Lompid. Pretty sure most here will already have this link but thought I would attach anyway.

http://melanotan.org/cgi-bin/yabb/YaBB.pl

I have been watching it for a few years now and it provides an interesting view on the whole underground melanotan scene - particularly how some people seem to have no problem being the guinea pig.

Anyway just thought I would let you know I was still alive and continuing to appreciate the good investigation and discussion.

Cheers,

Tom (I- man) rolleyes.gif
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impacman
Posted on: Oct 18 2008, 04:52 AM


Group: Member
Posts: 160

In reply to: Mel N O'Tan on Friday 17/10/08 06:08pm

The Chair of CUV, acting in the capacity of a Director in JM financial, was instrumental (one would assume) in purchasing $5 or $6m worth of shares only a couple of months ago. That says a lot in my book. Having said that this share is still a specy. wink.gif
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impacman
Posted on: Oct 17 2008, 11:39 AM


Group: Member
Posts: 160

In reply to: rabbitrun on Friday 17/10/08 11:18am

That would give them a market cap of about $3b or so. Would be pretty good for sure and I don't believe a completely over the top expectation. My broad personal view is $5ish would be a lower end acceptable return for risk and length of time capital tied up. $10 would be great, and anything over that would involve an island, alcohol and a group of Sharescene CUV posters.
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impacman
Posted on: Oct 17 2008, 11:15 AM


Group: Member
Posts: 160

In reply to: lfalona on Friday 17/10/08 07:54am

While their SP isn't anywhere near it now a little uranium miner by the name of Summit Resources (you can follow their thread on this site - SMM) went from 5c in Sept 04 to well over $6 by April 2007 - that is 120x. I'm not suggesting that CUV will reach the levels we have been mentioning here (although like you I have the fingers crossed) but jumps of the nature required are not impossible - particularly for low profile speculative stocks with a blockbuster product (I'm crossing my toes as well at this point). smile.gif
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impacman
Posted on: Oct 16 2008, 07:05 AM


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Posts: 160

In reply to: rabbitrun on Thursday 16/10/08 12:27am

If those predictions come true I would advocate nominating some exotic location for all on this thread to meet and have a bit of a celebration! biggrin.gif

Cheers.
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impacman
Posted on: Oct 10 2008, 10:38 AM


Group: Member
Posts: 160

Absolute carnage out there today - again!!!. Unless you are of the view that all is lost and the markets are going to disappear there are some very very seriously oversold stocks (CUV being one of them IMO). A bargain hunters dream if you've got the nerves (and cash). The nerves are tingling so I think it must be beer time again - being October and all as you mentioned Rosewood. Hold onto your hats and have a good weekend all.
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impacman
Posted on: Oct 2 2008, 08:58 AM


Group: Member
Posts: 160

In reply to: Rosewood on Thursday 02/10/08 08:02am

I agree that there needs to be a reason for trying to influence CUV via SH voting power - other than venting. From my perspective it is more about clearer communication with retail investors and some mechanism to at least signal support or dissatisfaction with progress or issues e.g. options strategy.

In terms of directly influencing (or more likely interferring to be honest) with development and commercialisation strategy I personally know enough to be dangerous - so I have no aspirations there - others on this Board may do. This is where it comes back to piss poor communication. Sp decline, timelines missed, and no feedback which just creates an environment for all of us to become conspiracy theorists. It seems clear that CUV don't see any value in communicating to retail investors individually so the next option is to form a collective voice (albeit probably of pin prick scale) in the hope that at least some response is forthcoming. As you pointed out there is of course the issue of whether that response is genuine or not.

I agree with your comment about the conference calls - I did not partake in any myself and was actively monitoring this Board when at least two of them occurred so in a way have no one but myself to blame. I think to some extent that was due to being relatively new to the company (although had held shares for a couple of years prior), its politics, issues and more to the point - the views of other retail SH'ers. Certainly if the opportunity came up again I would ensure I did join in the calls and support what I can see as a unitied front on some issues. To be more effective I suspect this Board would need to clarify what is the united front and I am betting we would not all necessarily agree on everything anyway. However if it allowed better avenues of communication with CUV generally then I am all for it.

The other issue that has always nagged at the back of my mind is either an invited or hostile TO where the offered SP is less than what I think is resonable for the risk taken in investing. A larger SH"ers view of what a reasonable reward for risk is may be quite different to mine. I know from responses to an earlier post of mine around this issue that the assumption that larger SH'ers have a different view is not necessarily right - particularly with ACM out of the way - but it would be nice to know that there was a mechanism that could mobilise 10% of the vote if it was ever needed

Anyway I appreciate the discussion and am keen to continue. Would be good to see what others have to say about or would want to see out of any collective approach. Cheers,
  Forum: By Share Code

impacman
Posted on: Oct 2 2008, 06:58 AM


Group: Member
Posts: 160

In reply to: Rosewood on Thursday 02/10/08 05:19am

Thanks for the information and outline of your position Rosewood. Also to you Ezi and others e.g. Uhohinc for raising the idea of some form of united front. I support the idea in principle but am a little unsure of the practicalities. If a workable mechanism is found you could count me in. Perhaps to stimulate some thought:

Option 1: Use this forum to agree a consensus view as to how to vote on CUV BOD proposals requiring SH resolution. This would (I believe) still require individual memebrs of this SS Board to fill out voting papers and send them in individually.

Option 2: Alocate voting proxy to an individual as suggested by Ezi and Uhohinc.

To have any real clout I would think we would need to mobilise 10% of the vote (this would be a minimum blocking stake to attempted TO for example). That is roughly 30m shares. Having said that a lower percentage would probably have some effect in terms of signalling a degree of SH satisfaction/dissatisfaction relative to now.

Does this Board collectively have anywhere near this 5% - 10% level? If Uhohinc's comments about share parcel size are correct (about 3m I think was the number) and from recent comments from others, there is probably 5m out there between Uhohinc, KRD, EZI, Rosewood, and a few of others who, like me, are around the 100k mark.

Going on what you were saying about Klomp Rosewood he would certainly provide welcome support if able and willing. I see from his post history that he was last active on this Board mid July of this year (not that long ago really). Klomp if you are still perusing this Board and have any views etc they would be welcome - as would anyone elses. I would be keen to at least examine the possibilities and views of others.

In terms of AGM attendance I am not able to - despite being Auckland (NZ) based which relative to others on this Board is pretty close (some might say part of Australia even - although that would be sacrilage!).

Cheers.
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impacman
Posted on: Oct 1 2008, 07:47 AM


Group: Member
Posts: 160

In reply to: polyphemus on Tuesday 30/09/08 05:44pm

I agree. Looking at the AR it shows that 300K options expire 19 April 09 with an exercise price of .87c. Okay that may not be reached but a small parcel like that should not IMO initiate a whole new round of option issuing. The next trance expire 1 November 09 (1.5m) with an exercise price of .34c. If the SP is not that or more by then non of the option holders deserve to have them. Again not something that should initiate another round of issuing options.

If company performance is such that options are not exercised then that provides clear feedback on the performance of the option holders i.e. company dosen't perform then you don't get rewarded. If all that happens is that new options are put in place then that defeats the purpose of option incentives. If there were no other options in place then I could understand a desire to ensure some incentive was there. Given that the majoity of options expire in 2012 I see no reason to create new options on the basis that companies SP was not sufficient for option holders to exercise them at a given point in time. Absolute BS!! IMO.
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impacman
Posted on: Sep 30 2008, 10:32 AM


Group: Member
Posts: 160

CUV holding steady at .23 after 1/2 hour of ASX open - a star performer relative to most! The strange thing is I don't know whether that is a sarcastic comment or not?

Cheers,
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impacman
Posted on: Sep 26 2008, 06:21 PM


Group: Member
Posts: 160

In reply to: uhohinc on Friday 26/09/08 05:16pm

$16 is what I'm holding out for as well!!!
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impacman
Posted on: Sep 26 2008, 06:20 PM


Group: Member
Posts: 160

In reply to: controvers on Friday 26/09/08 02:41pm

Thanks Contro. Hope your day is going well. Came back from my beer and see CUV back at .22 on ASX close although reasonable volume relative to recent performance. The good thing here appears to be that there are willing buyers. Be keen to see how it pans out your side of the world on Friday. Cheers, I-man.
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impacman
Posted on: Sep 26 2008, 01:45 PM


Group: Member
Posts: 160

In reply to: Rosewood on Friday 26/09/08 01:24pm

I agree - not much point realising significant losses in fundamentally sound companies IMHO - as long as you have time to wait. Those that are leveraged to be in equities must be getting a bit worried though (if they havn't got out already).

CUV is a very interesting beast. If it drops much more you would have to seriously consider sweeping in to pick up some more. Nice to see it pick up to .24 though. Volume is interesting. I think you are right - a lot of hedging of bets going on prior to weekend. US descision on $700b will be a big factor next week. Two firm camps around that one and I am not sure which one I am in. Bailout would be good to help stop markets taking hits now but doing so may be dealing with symptoms and leave the root cause waiting to pounce back at any time.

Anyway I am going to pack up and head to the pub for a beer. The NZX closes in 30mins and ASX in 2.5 hrs so I am staying in both over the weekend - the thought of beer obviously helps in descision making. Good luck out there all. Have a good weekend.
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impacman
Posted on: Sep 26 2008, 01:18 PM


Group: Member
Posts: 160

22c on the asx! Unbelievable!!!! The global factors are making things very worrying to say the least. I am seriously considering cashing up and waiting things out - for my wider portfolio at least. Interestingly enough CUV is the one share I won't pull out of. Two reasons really - 1. would realise a 60% loss and 2. I bought in knowing it was all or nothing and these wider enconomic factors aren't influencing the CUV path to commercialisation (I hope). Actually path is probably the wrong word - "random wander" is a better description. Big ones required here!
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impacman
Posted on: Sep 22 2008, 12:41 PM


Group: Member
Posts: 160

In reply to: Rosewood on Monday 22/09/08 12:22pm

Yeah bit of a let down - I too had a slight hope that the DAX was on to something. Oh well still a move in the right direction - so far!

I agree with Imprezawrx that the EPP site link you supplied does look okay - not sure if it is the one you were talking about though - having said that taking a tour or investing in further education while we wait for CUV to move may help prevent boredom setting in!

Cheers.
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impacman
Posted on: Sep 22 2008, 07:45 AM


Group: Member
Posts: 160

In reply to: Rosewood on Monday 22/09/08 07:23am

Thanks for that Rosewood. Even with low volumes it is nice to see the SP going the right way - albeit a seemingly random move. If good German beer is the root cause then I say open the taps up fully! Might have to have celebratery "Oktoberfest" beer myself this evening after work.

Cheers king.gif
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impacman
Posted on: Sep 22 2008, 06:58 AM


Group: Member
Posts: 160

In reply to: Rosewood on Monday 22/09/08 05:35am

Rosewood/Arjan, I was looking at the numers from the DAX excert but couldn't identify what the volumes were (German not my language). Taking the last column with Euro symbol there seems to be about $16k Euro which equates to about 89000 shares @ .18 avgerage. Is this right?

If so we are talking about very low volumes moving SP. Not that I am complaining - might have to get in and make my purcahses soon before things hot up to much! smile.gif

Cheers.
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impacman
Posted on: Sep 15 2008, 01:15 PM


Group: Member
Posts: 160

In reply to: rabbitrun on Monday 15/09/08 01:07pm

Don't speak it myself but Kyshadowman gave the following link to a translation website which was used to translate a previous article from German English. Not to sure what you are after but it might help. Kyshadowman's post was 15th July 08.

I-man


From Kyshadowman:

"Not the best translation, but we can surmise the gist of the text."

Translated by the web site : http://translation2.paralink.com/


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impacman
Posted on: Sep 12 2008, 07:42 AM


Group: Member
Posts: 160

In reply to: Rosewood on Friday 12/09/08 06:51am

I would be interested as well. Have not sold any myself and have been on the verge of picking up more at these prices. Something about not averaging down in a downtrending market must be holding me back.

I note Uhohinc's comment about sell off being from Auzzie investors which would seem to right given volume is in the ASX. The flip side is that JM Financial is an Aussie company and they just picked up 60m shares. The other point I would note is that while the volumes (post ACM/JM) are high relative to recent history they are still very small as a % of issued shares.

Drug safety/efficacy? The only thing to say there I think echos KRD's comments - we all knew/know that is the make or break of our investment. If it works we win if not we are out of the money. We can only go on information presented and there is nothing negative out there that I am aware of - not even a rumour.

If you look at the performance of equities generally CUV to date has not been drastically different from many others. If you take a high this year of roughly $.48 we are now hitting a 50% decrease. There have been some pretty fundamentally strong mainstream stocks sitting on the boards of various Markets that have been hit that hard if not harder.

I guess to summarise I invested knowing it was an all or nothing bet. Other than time delays which while frustrating are not unheard of in the sector, nothing has changed in terms of why I invested - other than more progress has been made (oh and the slight matter of the SP being nothing like it was when I first got in). Selling now would only cement half a worst case scenario (just over 50% loss on average SP for me) for no reason other than a SP decrease driven by daily volumes of .2% approx of total shares on issue (excepting ACM/JM)

Excuse my ignorance but what is "HC" where the vehement complaints are coming from?

I-man



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impacman
Posted on: Sep 10 2008, 01:21 PM


Group: Member
Posts: 160

In reply to: ezinameriadu on Wednesday 10/09/08 01:11pm

Ezi I agree but if the fundamentals have not changed - of which there is no indication they have (in fact you could argue to the contrary with JM Financial just picking up a heap and scuttle butt indicating trials are going well in Eurpoe etc) this represents a very good buying opportunity. Not for the faint hearted though!

I-man
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impacman
Posted on: Sep 3 2008, 04:09 PM


Group: Member
Posts: 160

In reply to: Rosewood on Wednesday 03/09/08 03:58pm

No prizes for originality!
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impacman
Posted on: Sep 2 2008, 01:44 PM


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Posts: 160

In reply to: Abiton on Tuesday 02/09/08 01:36pm

It certainly would be good. From what I can gather ACM are facing some pretty serious legal challenges and better to have arranged an offloading that (on the face of it) hasn't hurt SP than have a receiver come in and wear a much bigger discount driving SP down for real. New shareholder of that size could bring some new energy to the Board which would not be a bad thing. Exciting times I think - time to buy more? cool.gif
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impacman
Posted on: Sep 2 2008, 01:30 PM


Group: Member
Posts: 160

In reply to: Rosewood on Tuesday 02/09/08 01:19pm

Just a thought but Absolute Capital are/were the holders of 60m shares and they are in deep **** by all accounts. Probably have had their hand forced and in that instance a 20% discount is probably not to bad for them on that volume. Someone has just spent $15m odd to buy them so can't be all bad rolleyes.gif
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impacman
Posted on: Aug 24 2008, 06:06 AM


Group: Member
Posts: 160

In reply to: uhohinc on Sunday 24/08/08 04:09am

Wow! I am always keen to listen to views and absorb the usually really good information that posters have offered over a number of years. Uhohinc reading through your posts of the last few days is interesting - on the one hand there appear to be some interesting points and ideas that I think would be useful to discuss/follow up. On the other there is an indication of hype and disjointed thought. As Benjammin suggested a little more structure to your longer posts would assist us to more cearly see what you are suggesting - this is not a criticism just a suggestion. If you are serious about trying to gain support to leverage a seat onto the Clinuvel BOD via this forum you will need to make your views crystal clear and at this stage I don't believe you have done that. I have a fair idea what the response from Clinuvel and Bengammin will be in response to your request to gain their nominee votes - you need to spend a little more time gaining the confidence of people. That won't happen via half a dozen long posts over a two day period. I look forward to hearing more from you though - nothing quite like a injection of new views/enthusiasm.

Impacman
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impacman
Posted on: Aug 19 2008, 06:47 AM


Group: Member
Posts: 160

In reply to: Rosewood on Saturday 16/08/08 11:41am

All gone a bit quiet - everyone must be on google maps! It is pretty cool thanks Rosewood. Have just been cuising through Colins St in Melbourne looking for number 330. biggrin.gif
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impacman
Posted on: Jul 11 2008, 07:40 AM


Group: Member
Posts: 160

I got a response from DR Patricia Ogilvie from Meditan - the only problem is that I have no idea what it says! Big Invest would you be able to have a go at translating?

Cheers smile.gif

Sehr geehrte Meditan- Interessenten,
aufgrund der unglaublich starken und für uns unerwarteten Nachfrage, bitte ich zunächst einmal um Entschuldigung für die späte Reaktion auf Ihre Anfragen.
Das von uns erfundene und eingetragene Verfahren "Meditan" ist ein von Ärzten durchgeführtes, kosmetisches Behandlungsprotokoll zur Erzielung einer gesunden, schützenden natürlichen Bräune. Dieses Verfahren wird ab Herbst 2008 bei uns in München und von autorisierten Ärzten in Deutschland, Österreich, der Schweiz und Spanien angeboten werden. Es handelt sich nicht um ein frei käufliches Produkt. Die Protokoll-gemässe Therapiedauer beträgt 14 Tage, die erzielte Bräune ist individuell steuerbar und hält bis zu 6 Monaten an. Das zur Anwendung kommende Peptid wird in Deutschland unter strengsten Produktionskontrollen für "gute medizinische Praxis" ("GMP") in unserem Auftrag synthetisiert.
Bei Interesse nehmen wir Sie gerne auf unsere Warteliste auf und informieren Sie , sobald Therapietermine zu vereinbaren sind oder Mediziner in Ihrer Nähe das Verfahren anbieten.
.
Mit freundlichen Grüssen
Ihre
Dr. med Patricia Ogilvie
Aesthetische Dermatologie-Lasermedizin
Suedliche Auffahrtsallee 73
80639 Muenchen
Fon: + 49 89 12020242
FAX: + 49 89 17117862
www.skin-concept.de
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impacman
Posted on: Jul 7 2008, 10:13 AM


Group: Member
Posts: 160

In reply to: Rosewood on Monday 07/07/08 08:32am

Googled Meditan and Dr Patricia Ogilvie. Had a look at the Meditan website - very brief and while it talks about "Biological Tanning" it gives no further information. I have emailed them requesting information on their product. Will forward anything I get but am not holding my breath.
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impacman
Posted on: Jul 1 2008, 11:57 AM


Group: Member
Posts: 160

Thinking of the Devil... a CUV newlestter just been posted. Usual stuff - still stating IND for 2H08 etc.
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impacman
Posted on: Jul 1 2008, 11:50 AM


Group: Member
Posts: 160

In reply to: gazbodine on Tuesday 01/07/08 10:50am

Gazbodine thanks for highlighting that - very easy to get sidetracked in periods of no movement/news. You are of course right and if I look back to my initial investment logic it was very much based on that view. Heres to ALL SH doing well out of CUV come commercialisation time. smile.gif
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impacman
Posted on: Jul 1 2008, 10:26 AM


Group: Member
Posts: 160

In reply to: gazbodine on Tuesday 01/07/08 09:35am

The quote in the report was as I posted in its entirity. To be honest the timing was around the ACM issues so it is probably a bit of a leap to immediately infer small SH's (as opposed to those who are around for the long haul). It is also 7 - 8 months old.

I am just really trying to run the "sell out to a big Pharma" concept through my head and whether there may be a strategy to do that that ignores smaller SH desires (being a good return on high risk investment of over 4 - 6 years for many of us), or discourages small shareholders, and what clues there may be to support that view or otherwise (not wanting to start a conspiracy thread I might add).

I guess I am thinking out loud - which of course can get you into a lot of trouble.

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impacman
Posted on: Jul 1 2008, 08:17 AM


Group: Member
Posts: 160

Just found the information regarding CUV management trying to get non core (read smaller) shareholders out. was posted by Longhaul last year and relates to the RRS Capital…(Page 8) Report from 20/11/07. Reads as follows:

"The Management is currently on a worldwide tour and visiting all major
shareholders. There have been attempts to get non-core shareholders out
of the stock, to stabilize the shareholder structure."

May go someway to explaining lack of communication etc.
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impacman
Posted on: Jun 30 2008, 07:12 AM


Group: Member
Posts: 160

In reply to: controvers on Saturday 28/06/08 03:36pm

The Partnership approach would certainly seem to be the best option for all concerned. Just like marriage I guess - you've got to find the right one or live with the consequences!
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impacman
Posted on: Jun 30 2008, 07:07 AM


Group: Member
Posts: 160

In reply to: Rosewood on Saturday 28/06/08 06:59am

Thanks Rosewood. I tend to agree with your thoughts on interim results and IND being requirements for Big Pharma interest but it is at what speed they may move post those events that could cause problems. I guess the flip side is that once those events happen then the sp will appreciate via normal market interest (theory at least). Not sure what compulsory aquisition % is for AU listed companies but am assuming 90% which would mean >30m share votes required to block - if the price was not right. Anyway thanks for your reply (and your thanks Ifalona). Look forward to more discussion on anything to do with this company.

Cheers

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impacman
Posted on: Jun 28 2008, 06:21 AM


Group: Member
Posts: 160

In reply to: lfalona on Saturday 28/06/08 05:13am

I agree with these recent comments. While it is frustrating to see the sp go nowhere and milestones pass without being met, my intent in purchasing the shares was an all or nothing one (purchased my first lot of shares in 2004). IMO I think it could be a good couple of years before gains anything like I had hoped appear - if at all. The one thing that has been bugging me the last few months is the scenario that Ifalona alluded to (whether via the mechanism Ifalona described or otherwise), - the buying out of CUV by a bigger player before resonable returns are realised. Particularly by us as smaller shareholders.

From what I can gather a lot of the big institutional shareholders have purchased their shares at quite low prices (with the exception of the $27m placement at $1.07). For them to exit with a doubling or tripling of their money, at a sale price of say $1, may have appeal to them - certainly not why I am here. I recall reading an announcement from CUV about a year ago (maybe less) where I am sure Wolgren said something to the effect that CUV was trying to get small shareholders to exit the business. I remember thinking that was a very strange thing for a CEO to be saying and I think it was in the same announcement where he indicated that they were going to take legal action against black market suppliers of CUV1647 (not sure about that though). I went back through the previous announcements on their website yesterday but could not find it again. Am I having a bad memory day or does someone else recall this statement/theme from CUV?

I guess the point is am I, and perhaps Ifalona, being a bit paranoid here? - which seems to be a common theme at times on this website and maybe it is contagious. smile.gif If this is something that should attract genuine concern then what are the options in terms of dong something about it? The only thing I can think of is ensure a suficient block of share holders are of the same view and stick to their guns. How difficult that may be I don't know. Anyway just wanted to share my thoughts around this issue and see what others think. Cheers,.
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impacman
Posted on: Mar 27 2008, 10:36 AM


Group: Member
Posts: 160

In reply to: vincentd on Thursday 27/03/08 10:04am

Ditto that. Thanks Polyphemus. graduated.gif
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impacman
Posted on: Feb 12 2008, 01:40 PM


Group: Member
Posts: 160

In reply to: panguna on Tuesday 12/02/08 01:35pm

Thanks Panguna. The link worked - much appreciated.
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impacman
Posted on: Feb 12 2008, 01:25 PM


Group: Member
Posts: 160

In reply to: gazbodine on Tuesday 12/02/08 01:12pm

Hi gazbodine, nice to know there is another NZ investor. I also could not see the letter on Clinuvel website so keen to see it posted if you can Panguna. Thanks.
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