Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
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I love the idea that for one of the product they are seeing some positive data and they just want to make sure that these data are Reproducible and repeatable- this is absolutely significant piece of news in today’s interview, good luck guys, future is bright
This is very interesting Hedghogarth indeed ... how long did it take to recover? Was it buoyed by new material announcements or just market and investor sentiment?
I only ask as Hemo was around 7.5p when the RNS hit so surely if there is still a possibility of a Globalco deal or other companies investing / partnering and timelines are the same, this has got to recover at least to that at some point?
Vlad made it clear that the Mint situation is what it is, but he's looking at alternatives always. I thought someone mentioned a week or two ago that the £12m was still sitting in escrow and hadn't been touched. I wasn't sure that was the case, but it didn't seem impossible.
What do you mean by money from equity conversions? That's the CLNs, no?...or are there some warrants / options that have been exercised?
For anyone disillusioned with the SP - take a look at something like Rambler....
It recently went down to 0.22p due to (1) Funding and (2) A seller (Sound familiar...?)
One the dust settled on he funding and the seller had cleared it's now moved quickly to 0.56p and many are expecting it to go much higher.
I doubt that Hemo have actually spent much of the initial £12m yet. On top of that they have the money form the equity conversions.
Hemo would prefre to move forward without needed to use the Mint funding - so will be looking at ways to avoid taking further tranches and potentially pay back the remaining £9m.
Clearly, in the absence of the Mint funding, Hemo will need a plan B which I'm sure is part of the ongoing negotiations with Global Co and perhaps other third parties.
I agree that there is uncertainty - I'm looking at this glass half full and that Hemo will find a positive way forwards to allow thier science to flourish. If successful, their candidates will be make billions in time.
Vlad's interviews and presentations are coming across better and better. Totally scripted of course, but it's better when he talks. Although there still was an SMS ping in the interview...there's always something.
A bit sad he didn't mess with our heads by mentioning seatbelts in the interview.
Wait for the Global Co update there maybe some financial backing as part of the agreement that clad has said will be announced. They are still working together and just because they are not licensing now doesn’t mean they can’t put financial backing in place.
Hedge, is 60m enough for the 7 million we owe plus getting all these products into clinical trials? "Have no doubt that this time next year CAR T, CDX, and CBR will be in clinical trials.". I'm interested in the maths. I'm also interested in when Mint are planning to convert the next 9million and if there will be enough good news flow and a stable enough SP, to allow the 60m to be converted over the next 5-8 years. Still a lot of uncertainty. I do have more trust in Vlad's communication now, so that is a definite bonus. However, I will wait to see what plays out with Mint in the next few months and where the SP gets to.
Yep, many of those 100ks are around 3.9p and are definitely buys
That's me done...last top up this morning...493k..long term hold for me regardless...so much in pipeline
Looking at the trade prices, many buys are clearly being marked as sells
Surprised to still see some sellers today at these rock bottom prices - Vlad did a great job to re-assure investors that:
(1) The SP reaction and Mint conversions is no more than a short term blip
(2) The company are actively working to bring about a conclusion to the finance that will be mutually benefitial to Mint and Hemogenyx
(3) The Global Co partnership remains in good shape - they did not take the option, but this was not becuase of the science. Vlad alluded to three reasons here - (1) he was not satisfied with the offer from GlobalCo (he does not want to be fobbed off with a pre clinical financial outcome, Hemo investors deserve more) (2) He's not keen to relinquish control of CDX to a GlobalCo with competing priorities and (3) Issues unique to the current position of GlobalCo
(4) He promised an update soon on CBR - previous updates have indicated this is a unique and very encouraging product candidate. Hemo are waiting to get absolute confidence that this can play a genuine role in treating COVID-19. Anyone thinking Hemo have missed the boat and that COVID-19 is over is deluded
(5) CART IND expected Q1 2022 at the latest - but company aiming to get tis sorted by the end of thise year.
The science is very much on track and remains as exciting as ever. The Mint Saga has not been ideal, but Hemo aactively working on a solution. Have no doubt that this time next year CAR T, CDX, and CBR will be in clinical trials.
I've taken the drop in SP as an opportunity to top-up and look forward with a high degree of confidence and optimism .
I'm sure the usual suspects on here will continue to be critical of Hemo and downplay the investment - but ask yourself why. Why spend your life posting to a bulletin board in which you are not invested to critise the company and consistetly try to play on people's fear. You'd think they would have something better to do..... unless of course they are here to encourage investors to sell and prospective investors to look elsewhere.....Food for though - hey....
A few months in the life of a stock is nothing - for all those buying at sub 10p, just think how much this could be worth in 2 years which is a more realistic Investors horizon....
GLA
Really honest things are happening in the back ground, all on track and the financing is the world Hemo live in!! Average down for me today. Great interview Vlad.