Ann: Results of Meeting Percentages, page-41

First 41 Last

Share
Profile

Follow
Taureanbull

3,462 Posts.

7707

24/11/21

08:52

Post #: 57804203
Share

Originally posted by cracknell93 ↑

In my respectful view the reality of the Axel Hoos scenario is as follows:
- AH is VERY likely to still be a proxy for GSK in view of his deep and senior history with that company (and despite him recently leaving GSK but that was only to start his own minnow);
- It is VERY likely that GSK, Merck and Pfizer (among other BP’s) have already built up substantial shareholdings;
- Merck and Pfizer have now shown their hand by publicly joining IMU for a trial;
- i strongly suspect that as a result, Merck and Pfizer have taken the first shot across the bows against GSK by having AH (the GSK guy) removed from the Board (and the timing of the two events is interesting to say the least);
- all 3 of those BP’s (and very likely others) will see that control of IMU may now be in play (although early days) and take up larger and more strategic shareholdings, ready for the next shot in the corporate game.
- another highly speculative scenario may be that there is also an intention by GSK to acquire Axel’s new company (plus Axel - who they regard highly it appears) and IMU and merge them all (which Merck and Pfizer may have got wind of so another big reason for Merck and Pfizer as the opposition to remove Axel from IMU).
And the best part is that this scenario didn’t cost Merck and Pfizer a cent to attack GSK in this way.
All of this meaning that in my view, buying (and the price) of IMU will accelerate in the near future as they all jostle for superiority.
Will be interesting also to watch the volume although i suspect it will be a jog rather than a sprint for the time being.
AIMHO and DYOR and not financial advice.

Expand

. I wouldn’t have a clue if your post is right or wrong.

But I do appreciate that you’ve taken the time to share your alternative scenarios. In time we will probably find out the motivation for this move and it could surprise us all. It’s interesting that somebody turned up in person with 1.2bn shares..

IMU Price at posting: 55.0¢ Sentiment: Buy Disclosure: Held
12 Upvote

0 Great analysis

Reply

Top Stories

RAD

Radiopharm extends radioimmunotherapy trial to 5 more cancer types

SGP

Things finally 'looking different' for up-and-down Hot Stock tip Stockland

3DA

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

BTH

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

PAM

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

First 41 Last

Add IMU (ASX) to my watchlist

(20min delay)
Last 4.2¢		Change 0.001(2.44%)		Mkt cap ! $312.4M

Open	High	Low	Value	Volume
4.1¢	4.3¢	4.1¢	$672.3K	16.04M

Buyers (Bids)

No.	Vol.	Price($)
32	4003556	4.1¢

Sellers (Offers)

Price($)	Vol.	No.
4.2¢	197261	1

View Market Depth

No.	Vol.	Price($)
32	4003556	0.041
82	7486399	0.040
33	2820112	0.039
23	1825287	0.038
10	574567	0.037

Price($)	Vol.	No.
0.042	197261	1
0.043	1744230	7
0.044	2239244	10
0.045	1650988	12
0.046	1155047	6

Last trade - 16.10pm 19/11/2024 (20 minute delay)

IMU (ASX) Chart

Ann: Results of Meeting Percentages, page-41

Radiopharm extends radioimmunotherapy trial to 5 more cancer types

Things finally 'looking different' for up-and-down Hot Stock tip Stockland

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Results of Meeting Percentages, page-41

Top Stories

Radiopharm extends radioimmunotherapy trial to 5 more cancer types

Things finally 'looking different' for up-and-down Hot Stock tip Stockland

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News