Stephan Bernstein, CEO of GreenRoc, details the PFS results for the new graphite processing plant. Watch the video here.
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Whimax, Stims - I agree that anything could happen before the Accustem listing goes live. It just depends what is offered to the board. Who knows what that may be? The approaching listing may flush buyers for StemPrinterER out once and for all.
Smart board and advisers. Doing the right things to drive out what value there is, with everything underpinned financially for two years by that excellent fund-raising. Really enjoying watching how they are operating.
gasp should be GAP
Whim
I agree your points on Accustem takeover or buy out before listing and it would certainly be my preference rather than shares. Main reason being I believe the Accustem business will need a lot of cash or partnership to launch effectively - rather back the R&D and be paid out on the realisation.
I did wonder if the gasp to listing was deliberate - has there or is there ongoing talk for a sale of Accustem? I think yes and this was the reason for recent silence. My guess is that a big pharma is playing hardball on price for asset and TILS BoD are calling their bluff - raise your price or we list. Just my musings but it would make the engineered gap to listing a lot easier to understand - puts pressure on the big pharma to move their position.
Anyhow - above is a gusess and could be a load of tosh...
NtD
With the potential in both I believe both are takeover targets....cerrone was very telling in his interview regarding a stem takeover....let's say pessimistic view stem gets taken over by Gilliad as cerrone mentioned...let's say $500mn....with $250mn paid out to investors...that's a company with $300mn in bank our current market cap.
I agree with you Stims. Is it possible that AccuStem will not even reach listing stage? That’s a genuine question for someone more clued up than me. After record date (30th Oct) there will be up to a 2 month delay before AccuStem shares can be traded. It’s will however be all nicely packaged up with a big bow on the top ready to be paid for and taken away?
With regards TILS, unfortunately the longevity of this will be out with our control also, however every is for sale at the right price.
Whim - agree with you on Accustem, that's ripe for someone to pick up and corner the market.
I'd prefer to stay a shareholder in TILS for a while yet. With continued R&D and a fair wind who knows what this could be worth in a year or two?
One of the most telling points from yesterday’s interview, was when Gabe was asked a simple question about Big Pharma. He’s smiled, but his immediate, and only response was “ I can’t comment on M & A”.
That, imo, was not what the interviewer was asking about. I think he was referring to the 5 NDA’s and not specifically about M & A’s.
Both TILS and AccuStem could be gone by Christmas imo.
In basic terms it makes sense to split products so that a potential takeover would mean not losing the whole company. Once they’ve isolated StemPrintER in to Accustem it could be purchased as a totally separate entity to Tiziana. Obviously there is the opportunity of increased value to each company on the split, but also showing the supreme confidence in StemPrintER by going it alone and perhaps the thought it may be purchased fairly soon?