its a juggle, but sometimes you need to let your winners run.
What is the discovery in hand worth ? and with NI on the promotion, with analogy to IVZ, would seem a time to let it run, albiet nothing goes up in a straight line.
The question has to balanced, how many people are taking profits from 10m to 20m mc, which makes the supply for people to enter, when its just getting its feet to consider the next leg up.
Nothing wrong with taking a profit. But what price MC do you put on the discovery in hand, or what ann comes next to move it forward ? Is it better than the IVZ timeline now because its not even a pre spud run ?. Except that this one is already there, waiting now for a commercialization pathway.
Add all that up for 20m mc something, and you are juggling a substantial discovery in hand, looking for a significant re-rate come commercial pathway announcement.
I dunno, but i reckon we are still loading the black powder in this cannon, and the fuze hasnt really been lit yet.
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