Clinuvel

fozz

Well-known member
Of course it matters if the share price is low. Claiming that it doesn’t matter at all is pretty naive. Paper loss and opportunity cost are bad enough, but should the company wish to raise money for large and expensive trials, it would be way too expensive now. Of course it’s better to be able to maneuver as a CEO than being castrated by shorts. Also, a high share price is free PR and serves to attract new shareholders, better board members and new customers. It’s simply better to be a success than to look like a failure.
The stockprice can be raised with a simple on market share buyback. There is a 6 month delays with the trial so they make about $20 Mill AUD $$$profit in 6 months so use it for a buyback while price is low and max benefit can be had. Reduce shares on issue and less shares to share profits with and it would also be a nod to corporate governance from the board that they are protecting holders interests, you know that thing which is top of there list of things to do.... everyone wins and still $100 Mill in bank to earn 0.5% on haha which PW thinks is important
 

Sherlock

Well-known member
The stockprice can be raised with a simple on market share buyback. There is a 6 month delays with the trial so they make about $20 Mill AUD $$$profit in 6 months so use it for a buyback while price is low and max benefit can be had. Reduce shares on issue and less shares to share profits with and it would also be a nod to corporate governance from the board that they are protecting holders interests, you know that thing which is top of there list of things to do.... everyone wins and still $100 Mill in bank to earn 0.5% on haha which PW thinks is important
And it shows confidence in your own product; or you do need the capital on short notice. Same goes for us, money is locked in CUV shares in hope for more profit compared letting it collect dust in some bank account, if we need the money for whatever reason you sell.

We can talk and analyse all we want here, it doesn't change a thing. PW needs to get moving and he will so when it is appropriate. That means you either trust management, or you don't and you sell and move on. Indeed the mood here is related to SP, which is short term; long term nothing changed. However, I feel the frustration as well, being a shareholder for 15years now. On the other hand, as I stated before, I'm looking at a multibagger already, and as we say in Dutch, it's always easy to comment from the sidelines, but it is getting harder and harder to keep your head up with a slowly declining SP.

Keep the faith!
 
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seeva222

Well-known member
I believe there were implied receivables from AR that we expected to hit last quarter that we should be safely able to estimate this quarter. Anyone have those #s?
 

IntiRaymi

Well-known member
I’m not Australia or US based. Every Clinuvel stock purchase I’ve made has been CUV bundles on the ASX. I now have an opportunity when topping up to purchase US depositary receipts with tax shielding from capital gains.

As I’ve never bought CLVLY I’m wondering if anyone has any concerns holding it as opposed to CUV? Other than voting issues is there any reason why it might not be a good idea to hold it in place of CUV? Liquidity? Future hassle with NASDAQ listing etc?
 

xlnja

Well-known member
I’m not Australia or US based. Every Clinuvel stock purchase I’ve made has been CUV bundles on the ASX. I now have an opportunity when topping up to purchase US depositary receipts with tax shielding from capital gains.

As I’ve never bought CLVLY I’m wondering if anyone has any concerns holding it as opposed to CUV? Other than voting issues is there any reason why it might not be a good idea to hold it in place of CUV? Liquidity? Future hassle with NASDAQ listing etc?
I'm not sure how your situation shields you from capital gains tax with CLVLY, but excluding tax from the equation, stay with CUV. I'm in the U.S. and all of my purchases up until 2021 were in CLVLY. I have converted some over to CUV and all future purchases I make will be for CUV. The main reason for me is liquidity. CUV trades about 100k shares/day whereas CLVLY could be as low as 1k or zero. It makes it very difficult to move a lot of shares in CLVLY. Another benefit with CUV is you avoid the 10% ADR fee on dividends.
 

KRD

Well-known member
I’m not Australia or US based. Every Clinuvel stock purchase I’ve made has been CUV bundles on the ASX. I now have an opportunity when topping up to purchase US depositary receipts with tax shielding from capital gains.

As I’ve never bought CLVLY I’m wondering if anyone has any concerns holding it as opposed to CUV? Other than voting issues is there any reason why it might not be a good idea to hold it in place of CUV? Liquidity? Future hassle with NASDAQ listing etc?
Liquidity with CLVLY can be an issue. Trading volume is significantly less than on the ASX. There are many days when the volume is under 2k shares.
 

IntiRaymi

Well-known member
Thanks guys. I don’t reckon I’ll be amassing anywhere near the quantity of shares I hold in CUV if topping up in CLVLY. I didn’t know about the 10% hit on the dividend so thanks for that tip 👍

Could we assume that when Clinuvel get noticed by the wider market that the liquidity in CLVLY should increase?
 

macgyver

Well-known member
@xlnja Yes, and in my view there's not many catalysts of significance in 2022 to keep the sp elevated should the market descend into turmoil. AIS and XP results? Well, they are only Phase 2 so I'm not sure how the market will respond to good results. Not enthusiastically I'm guessing or as much as we would like.

OTCs? Hardly anybody knows who or what Clinuvel is, let alone what the OTCs will be capable of doing when launched. If the marketing campaign is run on the cheap, then its going to take some time to get traction. I'm looking forward to Clinuvel finally getting the OTCs underway, but they've hinted they will start with a small production run so I'm not counting on it generating any major positive sp influence in 2022.

China news could be a driver this year, but other than that its really just down to solid, increasing earnings to propel the sp forward. I don't think we'll be seeing many promises made this year which I prefer, my frustration was palpable when next to no timelines were achieved last year. 2022 is the year they adhere to Captain Bligh's mantra: "First certainty, then talking about it"🏴‍☠️
 
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xlnja

Well-known member
Given the solid fundamentals with this company (double-digit revenue increases, $100M cash in the bank, no debt), the extreme volatility in this stock is unwarranted. Hell, it was more stable before approvals. Whether it's shorter shenanigans or something else, this volatility scares off new investors.
 
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