Sareum Discussion Board http://www.iii.co.uk/investment/detail?code=cotn:SAR.L&display=discussion http://www.iii.co.uk/icons/logos/uk_logo.gif http://www.iii.co.uk tag:iii.co.uk,2003:tst.9673876 I hold two druggies and they are both always "jam tomorrow" but as you all know tomorrow never comes!! By Warthog4 ]]> http://www.iii.co.uk/investment/detail?code=cotn:SAR.L&display=discussion&id=9673876&action=detail Wed, 23 May 2012 15:43:00 GMT Warthog4 tag:iii.co.uk,2003:tst.9668598
I'm only going to start getting worried about this share in week before xmas if there has been no good news... dyor and fingers crossed that current 2 day trend continues or even has underlying driver. By Macanudo ]]> http://www.iii.co.uk/investment/detail?code=cotn:SAR.L&display=discussion&id=9668598&action=detail Tue, 22 May 2012 10:29:00 GMT Macanudo tag:iii.co.uk,2003:tst.9660913
I'd say 'deal by the end of the year' is ok for me! there will be a build up in sp as each week goes on in anticipation to the news! Might spike to 2-5p depending on the deal

Adsy By adsy72 ]]> http://www.iii.co.uk/investment/detail?code=cotn:SAR.L&display=discussion&id=9660913&action=detail Sat, 19 May 2012 08:40:00 GMT adsy72 tag:iii.co.uk,2003:tst.9657719 http://www.iii.co.uk/investment/detail?code=cotn:SAR.L&display=discussion&id=9657719&action=detail Fri, 18 May 2012 10:40:00 GMT TrekMadone tag:iii.co.uk,2003:tst.9655358
I'd suggest that investors go onto the company websites and remind themselves why they invested, I did this today with RRL, SAR, SER, PYC, VAL, SCLP, ORE, CLON and some of my other shares in my portfolio and realised that what i am waiting for from all of these shares is money on the balance sheet, and when that comes from all of these, i will be cashing in some of them. Might take a year or 2 but will be well worth it. Currently 30-40% down on paper, however i will probably be 200+% when all these come good

Remember - SAR have a deal being done as we speak with a large pharma! for a small company these guys are right in the centre of cancer research! and when this share price goes up, it really shoots up more than 100%

Adsy By adsy72 ]]> http://www.iii.co.uk/investment/detail?code=cotn:SAR.L&display=discussion&id=9655358&action=detail Thu, 17 May 2012 21:04:00 GMT adsy72 tag:iii.co.uk,2003:tst.9652073
Crekey even the font on this BB is different from all the others! Should have red the sign!

Still 12% up in a falling market aint bad - just try banking it though with the funny money spread! By TrekMadone ]]> http://www.iii.co.uk/investment/detail?code=cotn:SAR.L&display=discussion&id=9652073&action=detail Thu, 17 May 2012 11:34:00 GMT TrekMadone tag:iii.co.uk,2003:tst.9644442
This is a big play, and will be interesting to see the spike when the deal is done before the end of the year. (under 6 months to go now!)

its going to be big!

Adsy By adsy72 ]]> http://www.iii.co.uk/investment/detail?code=cotn:SAR.L&display=discussion&id=9644442&action=detail Tue, 15 May 2012 17:32:00 GMT adsy72 tag:iii.co.uk,2003:tst.9638304 http://www.iii.co.uk/investment/detail?code=cotn:SAR.L&display=discussion&id=9638304&action=detail Mon, 14 May 2012 12:43:00 GMT casshy tag:iii.co.uk,2003:tst.9637938 http://www.iii.co.uk/investment/detail?code=cotn:SAR.L&display=discussion&id=9637938&action=detail Mon, 14 May 2012 11:43:00 GMT nanbodo01 tag:iii.co.uk,2003:tst.9637442
HOW on earth did this ever get driven up to 4p???...MM's, Boiler Rooms? By casshy ]]> http://www.iii.co.uk/investment/detail?code=cotn:SAR.L&display=discussion&id=9637442&action=detail Mon, 14 May 2012 10:10:00 GMT casshy tag:iii.co.uk,2003:tst.9635399
'In vivo' results are the furthest any early stage pharma (which doesn't undertake clinical trials itself) can go. All it can do is establish that something works 'in vivo' (I'm talking of the AML compound). It was widely expected a commercial partner would be found to take SAR's apparently ground-breaking product to the next stage. That didn't happen though - for whatever reason, which was more than disappointing. One can only assume that whatever SAR has didn't impress those in the know.

It has been mostly disappointment ever since, largely (I believe) because the directors over-hyped the apparently stunning results and this fooled investors into piling in at increasingly unrealistic prices. My suspicion is that this might have been engineered by Harper so as to be able to get a placing away at a price that was favourable - even if the placing price put a damper on the situation from an ordinary shareholder's perspective. The placing price said it all - what SAR had wasn't worth any more.

I bought in after this (my average is about 1.5p) and I didn't risk that much (in my terms). I have since halved my holding because I don't currently trust anything the directors say. "Show me the money" is the principle I will apply to anything Harper has to say - I'm fed up with words - they seem to come easy to him.

You talk of David Lenigas, about whom I don't know a lot (what I do know doesn't attract me to him as an individual). LENI Gas & Oil (he must have changed his name by deed poll, surely?) has a 10% stake in Malta 4, which is 90% owned by Mediterranean Oil & Gas (MOG), a company in which I have a much bigger holding than I have here. I doubt LGO will hang around long as it seems likely to me MOG will farm out most of its interest and LGO will exit at that stage. Hope so anyway. I may be barking up the wrong tree but I am quite hopeful about MOG's prospects (unlike my present feelings towards SAR).

SAR's price would definitely recover on a significant cash injection - to what extent it is difficult to predict. It might however give shareholders like me an opportunity to exit with a small profit. I don't want to invest in companies run by people like Harper thanks. I am also out of ABH (in which I had a bigger investment and took an annoying loss) where he is chairman as well. His conduct there is arguably worse than it has been here.

Eagle
DYOR By eagle51 ]]> http://www.iii.co.uk/investment/detail?code=cotn:SAR.L&display=discussion&id=9635399&action=detail Sun, 13 May 2012 17:25:00 GMT eagle51 tag:iii.co.uk,2003:tst.9635093 The talk on the board at the time revolved around results that were announced of successful trials and the excitement was based on the company having a product that was going to make those involved in the company very wealthy. I considered buying some more when they dropped below 2p but some seemingly knowledgeable posters on here put me off, one in particular, who I can't now remember, pointed out that the trials that have been a success were on mouse models. He went on to suggest that pre clinical trials for leukaemia treatment in humans could be a couple of years away and without those followed by regulatory approval the company really had very little to sell.
The point he was making was that this is a "lock away" share for speculative capital, and that you should be looking at a time frame of years for a return but if they get it right the returns when, and if, they do come would very likely be sudden and spectacular. Any distrust of those involved in running the company however is another matter, and each investor has to make their own decision about involvement with characters they would rather avoid. I know the pain though eagle51, I'm derisked on this share but I have others that I regret buying, and characters that put me off investing, for instance for me David Lenigas is a no no.
Regards
Mr Mac By MrMcGoldrick ]]> http://www.iii.co.uk/investment/detail?code=cotn:SAR.L&display=discussion&id=9635093&action=detail Sun, 13 May 2012 12:14:00 GMT MrMcGoldrick tag:iii.co.uk,2003:tst.9634679 CHK1 .... data showed significant tumour growth rate reductions...lung cancer.. when dosed in combination with gemcitabine, and significant regression of neuroblastoma tumours in an in-vivo model, when dosed as a single agent. Interested parties in licensing discussions
Aurora+FLT3 ..close to making the final selection...discussing opportunities with interested parties regarding the co-development of the programme to prepare for clinical studies. Effectiveness in a model of Acute Myeloid Leukaemia, was described in the research update of February 2011.
TYK2: In-vivo study into the effectiveness of a programme lead compound in a model of multiple sclerosis was encouraging...statistically significant reduction in disease severity, across a range of criteria.
As the Company stated, they are in on-going discussions with a number of interested parties and anticipate that a deal will be agreed before the end of the calendar year.
By Mister Mo ]]> http://www.iii.co.uk/investment/detail?code=cotn:SAR.L&display=discussion&id=9634679&action=detail Sat, 12 May 2012 23:26:00 GMT Mister Mo tag:iii.co.uk,2003:tst.9634088
Yes, with a slippery customer like Harper, it is not worth investing in. By zoso 75 ]]> http://www.iii.co.uk/investment/detail?code=cotn:SAR.L&display=discussion&id=9634088&action=detail Sat, 12 May 2012 15:10:00 GMT zoso 75 tag:iii.co.uk,2003:tst.9633256
http://www.youtube.com/watch?v=ymYWP9OfbWo

One would have thought the autocue could have been lined up with the camera lens to stop Mitchell looking at his feet throughout the video (I assume Dr Harper was involved with the set-up and thought it was brilliant). However, if you can forgive Mitchell his presentational skills, the content of his presentation is at least encouraging.

The trouble is I don't know whether to believe him or not. His offer to people to contact him for any further information also rings hollow, as he failed to respond to some fairly straightforward questions I asked him via two emails a short while back. I wouldn't trust the slippery Harper, any further than I could throw him. He appears to be an expert mostly at raising funds in the companies he's involved with and my suspicion is that he may have made himself rich, while shareholders in companies owned or partly owned by him have got poorer. It's a popular game on AIM.

I have less than £10k invested here now (worth a lot less than that sadly - I have mentally written it off). I know it isn't the directors' job to support the share price, but one would have thought that, in view of the fact the share price has halved in a few short months, they might have said or done something to reassure the market that everything is still on track. Perhaps the video is intended to do that? The only official news since the February technical update is of more soft options being awarded to two of the directors. Thoughtless, when shareholders are suffering so badly - I believe as a result of the directors' lamentable skills in expectations' management.

I believe what Harper said last September proved very damaging.
"With our programmes in, or close to, preclinical development and, based on
current spending levels, sufficient cash for the foreseeable future, we are
looking forward to being able to update shareholders of significant progress".

He would no doubt now claim he didn't say when such an update would be given but, quite clearly, most people would have inferred it would be before the final results were announced (or at least at the same time). Well, Dr Harper, we're still waiting for something other than promises. The share price was around 1.70p after Harper's misleading announcement in September and 1.38p following Mitchell's unconvincing comments in the February technical update. Goodness only knows what the SP will have fallen to if we're still waiting for news of a commercial deal (which it will be increasing doubtful is there at all) as the year end appoaches.

I despair of people like the directors of companies such as the one we've committed our money to. They appear to lack at least some of the skills needed to manage a listed company.

But I still haven't given up hope and will forgive them if they do somehow manage to pull off what they've said they will, although I don't know how it would affect the share price. Once confidence in a company is lost, it is very difficult to get it back. Sadly I don't have the knowledge necessary to judge if what Sareum has produced is 'up there with the best'. Does anyone else have a technical view of SAR's portfolio?

Eagle
DYOR By eagle51 ]]> http://www.iii.co.uk/investment/detail?code=cotn:SAR.L&display=discussion&id=9633256&action=detail Fri, 11 May 2012 23:41:00 GMT eagle51