Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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Absolutely. Market usually much smarter than us PIs (me, especially !) :)
But the SP could suddenly leap on the back of one (of two) MTA partners taking the next step, and that's what "the market" is not seeing.
I think we're seeing the same thing but from slightly different angles.
Thanks Pickuzawinnah for your comprehensive reply: very rare market is wrong because they think quite ahead. Nuvec is good concept and to speed this up
you need a partner who has expertise and funds to take forward to reduce the time span for its implementation otherwise we have to wait some years in my view which of course I may be wrong and let us hope I am wrong.
@sightwatcher: "market thinks the Nuvec’s implementation is quite far away".
I think you're right here. Sometimes the market gets it wrong. This time, I think there's hesitance either because there's still quite some time until commercial implementation, or because some assess there's high risk that the MTAs will fail to progress. From the RNSs, it would appear that formulation and loading have improved, and the company is better placed to advise its MTA partners on how their plasmids can be applied, and if the MTAs deliver the goods then a licensing arrangement or formal collaboration would likely include an advance payment, enabling N4P to jump the gun commercially.
I think late November we'll see a spate of operations updates as the in-vivo and in-vitro studies culminate over the Q4 and into 2022 period. It's certainly going to be a wild ride.
"as and when we are able" is a big factor to the comment. Nigel will not release half hearted updates just to boost the SP from 8p - 10p. Nuvec could be a serious international game changer, solid updates will cause large moves in the SP, which will come in Q4.
In my opinion, Q4 will be pivotal for N4P. It will show some huge concluding results. Nigel backs this up with his quote in the RNS 24th Aug.
"It has been a busy and productive period for the Company across our different work streams. All studies have progressed well to the point where we now have visible timelines for their conclusion throughout the fourth quarter of this year and I look forward to providing further updates as and when we are able."
I for one can not see this anywhere near even the low teens come Dec. 25p+ in the early new year. Yes there are risks, as with with any investment, but for me the Risk reward here can not be ignored, especially at under 10p!
Hall123: let us hope you are right but on contrary SP is so low because market thinks the Nuvec’s implementation is quite far away.
Nursey - Ha Ha - you stalk me as much as you like!!!!! We seem to have very similar interests including AMGO where we first met : )
As long as we both win big on the stuff we have then all is good - and if we can take some others along with us at the same time then all the better!!!
For certain some subtle messages from Nigel via the N4Pharma twitter page. All very promising, especially with him recently saying in an RNS that the MTAs are ahead of time and proving very well.
I have written down simular time frames and no doubt the usual 10p+ will be here before the results, late Nov early Dec. Nuvec is a serious international game changer. I can no way predict where the SP will be once everything aligns. In the 100s would not be surprising.
Yes a lot of subtle messages from the CEO. Hopefully some news on patents.
Share was sold off by the traders last time again so they will be looking to get back in again
This will slowly rise back to 10p and then all bets off with decent partners annouced.
But patience is the key. The LTHs could do with Nigel delivering with concrete news.
Agreed NS.
They said they would be commencing in Sept. If we assume a conservative start date of Monday 27th, 6 weeks plus 3 for analysis gives an end date of 26th Nov. 8 wks plus 3 for analysis gives a date of 10th Dec.
MTA timelines of course somewhat unknown but updates possible at any time.
On that basis we are definitely looking at news in q4. Hopefully it will be a cracking early xmas prezzy from N4 :)))
As it’s quiet on here I’ll add my reason for believing in the likely timescale Hall123 put forward. I base it on the operations update released on 14 Sept where in vitro results announced a positive platform for the commencement of the in vivo work beginning then which was expected to last six to eight weeks with an additional two to three weeks for analysis.
Nigel Theobald, Chief Executive Officer of the Company, commented at the time:
"The Board is very pleased with these initial in vitro results from the new SARS-COV-2 plasmid which confirms Nuvec® is capable of producing results in this area and demonstrate a material improvement on previous results with an earlier plasmid.
"We are very excited to commence the in vivo work using this SARS-COV-2 plasmid alongside the MTA (Material Transfer Agreement) work already in place with a potential partner in this area. The aim of the study is to demonstrate the potential of using Nuvec® to develop plasmid DNA vaccines using much lower doses than those already approved or are in development and also not requiring refrigeration."
For those that might accuse me of ramping this it is not a ramp just stating the facts and my rationale. If I aimed to use it as a short term ramp I’d have been better posting it during trading hours.
GLA
Thanks MALdives. Good luck with your investments. I share Hall123’s optimism about the prospects and likely timescale here, feels like a rocket ticking over ready to lift off! If we were to get to 50p after MTA I’d probably just top slice some and still hold most of what I’m holding here.
Thanks Expru for the tip - as I’m already in another share that I’m fairly sure you have (KNB) I’d feel like I was stalking you if I invested in CBX as well!
GLA and thanks for sharing your positive comments!
Once the MTA is agreed am hoping 50p plus fingers crossed
I believe after the Q4 results we will never see lows like this again . Between 14p -25p by the end of the year if the MTA results are as good as Nigel and others say. Happy to hold my large holding until some serious news lands over the coming weeks/months. Can not top up anymore or I would.
Nursesteve - thank you for sharing your recent purchase on this board which I found very encouraging. After careful consideration of the low share price and reading posts from all investors I bought a few extra today increasing my small holding. Atb
Also may I just say this IMO has the biggest potential for growth out of everything I have. How can it not be???? A dry method of delivering vaccines and cancer treatment - if it works and is licenced correctly - then how can it not be massive??? It has to win the race against other products in developement though!!! Chop Chop N4P!!!!!
Pick and Nursey - my tip is CBX. Very cheap ATM and about to launch it's first batch of products. It's health stuff and David Beckham's investment company is in from the beginning here. CBX is my 2nd biggest investment after OMI which in my view is a cert long term grower!!!!
GLA : )
Nice to be on the same page Pickuzawinnah :) wish I’d got HMSO at that price! My best one was Alfa at 68p before two special dividends 15p and 10p still looking good to hold at its current price
I think we have the same approach, nursesteve.
I had HMSO at 16.8p. Absolute steal. Up to 38p. Sold.
Definitely back on my shortlist because it's been sideways for months and fundamentals look good. Iirc, the NAV would be worth an SP of about 65p, so definitely room to move upward.
I doubled my N4P stake a fortnight ago. I reckon November will be the news month here.
Morning expru, hope your keeping well too. Doubt my additional investment will do anything to boost the share price here - this just seems a better bet than Amigo so sold out there today. Also bought HMSO today as well. I’m less of a day trader and just looking for shares with intrinsic value at a reasonable price.
Morning Nursey my old chum!!!!! I hope you are keeping well. Can you lay your hands on some new blood for N4P - It needs a boost somehow!!!! : )
Just added 150,000 more to my holding - if that answers the question? Lol
entire
MAL - I've been to the Maldives when I was in the Navy - the enire ships company got the s h i t s - Ha Ha Ha
C'mon N4P - get a mooooove on!!!!!!!!!!!
The last time I bought into this share was during the spike at 13.58p but hopefully today Ive manage to find a great entry price to average down my holding.
I’m feeling confident with the stochastic being below 20.