Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
NHS
AS has chosen the US market to launch the test due to the much narrower timescales in achieving a market ready test via. a LDT accreditation.
Once achieved he is in a much stronger position to approach a partner of the likes of Siemens or Abbott in the task of attaining UKCA accreditation. This would likely involve licensing our tech to enable one of these types of Companies to run the required clinical trials on their proprietary platforms. Such trials are much more defined, time consuming and costly than a LDT. As such, the NHS, whilst an obvious goal, remains secondary to the US trial.
Remember, we’re running with a licensing model here.
IMHO
VV
Out of interest, how many such projections did you log and who posted them? My memory is not what it was
What’s happened to all the share price projections of over £1 ?
Gone rather quiet now.
Fastfood,
I have no desire to turn this bb into a slanging match, so i will respond to your post, and hope we can draw a line under it and get back to genuine posting for the benefit of all.
Your comment was disingenuous to say the least.
I did NOT say that the NHS would want it inside a 2 year timeline. I very clearly said i EXPECT this to be a lot sooner than 2 years. I have the same control over times frame as you. - NONE.
Yes, i did expect it to be sooner, as i think most would freely admit they did, but given we may have been behind schedule, and i think i remember in a publication some mention of the pandemic having an effect, then this would reasonably be a factor, but not an excuse.
With regard to NHS, this is a class IIb IVD device.
It requires registration with MHRA. This can only take place AFTER it has been certified by a UK certified body (UKCA now, following Brexit)
It cannot be certified yet, as it has not been validated as a test kit. Hence there is nothing for the NHS to be able to use.
That is exactly the reason that it being developed via Corepath in USA. They are a CLIA accredited laboratory that can do all the validation, and provide all the regulatory requirements under an LDT.
An LDT is the quickest route to get our test commercialised.
That is EXACTLY the process that the Galleri test has gone through.
The above is also why China can't be progressed to commercialisation yet. The reagents/Mabs are the ones CIZ will provide to the China partners when they have been validated.
Neil
And yes AS has stated US quickest route to Market. I guess my frustration lay with fact that we are here in UK and don’t remove the barriers if indeed the product is Robust and will change lives.
120 days to go. Tick Tock. I’ll judge AS then. Right thing to do.
CountCards I think you’re reading too much into it. To confirm my POV with NHS is that Neilin I believe was basically saying well inside 2 years for our Test to engage with NHS and that cos they up the creek re demand for Cancer Appointment waiting List / He stated 6.5 million backlog / Then basically saying NHS would be more than willing to take up our product. But that’s not happened has it ?
I guess what would help is if the Company could communicate what exactly has been done last 2 years and milestones achieved / and a Timeline goal re the next 12 months re where they hope Ciz will be.
Then we can judge them on that. SP 1.65p tells us this is what the Market is demanding.
very clever ff, did you take “nhs up xxxx creek” as a standalone statement that there are many interpretations to people can think, or was there further context to that statement which would make it more understandable but you conveniently left out? what did you want us to mould into our thinking?
i am totally amazed why some people even get into investing or is it a trade that snowballed out of control? and now it gives them the right to **** off the company at every opportunity to find a scapegoat? the price of the share is influenced by many external issues and those issues depending on your approach can drum up an opportunity at these prices or regrets. depends how you control your emotions and how you are approaching this.
i was there at the agm the day psl became bou, and met john treacey, depasquale, and co, and voted against any further placings for psl which then created the shell. i was confident that day and still am that they will deliver.
i am glad that the communication between board and ‘investors’ (really the snowballed out of control traders) is kept to a minimum as from what i read from some these posters it would better for all.
“as has constantly stated the fastest way to get to market is through the us, once that is done i am sure other regions would quickly follow” absolutely bang on daddylonglegs.
Well Daddy / What I am saying is that in 2022 Neilin stated NHS would want in inside a 2 year Timeline. That Timeline is up now and yes as you state / Clinical Trials have not even begun. So I am in agreement with you - what are the NHS supposed to do with Ciz ? More importantly / what have Ciz been doing last 2 years ? And why do we have to go to across the pond to get into Market - Supposedly..
A lot of reasonable Questions raised. That really should be answered by now. The Board have never communicated a Timeline re route to Market have they ? Esp considering they and knowledgeable Posters on here say the Test is Robust ?
My Point exactly being that if the Test was Robust / then Clinical Trials would have been Agreed with NHS - Given that Neilin stated April 7th 2022 that “NHS up xxxx Creek”.
Fast, regarding the NHS what do you expect to happen with a product that hasnt been verified by clinical trials yet, sign an MoU? I'm going out on a whim here but I don't think that will impress you... AS has constantly stated the fastest way to get to market is through the US, once that is done I am sure other regions would quickly follow
Neilin P10 7.4.22 We are now 2 years on and No NHS Contract deal yet. Also / you cannot be happy that we are 1.7p when you’ve bought in the 4p and 3p bracket re comms that have contributed to this slide ? ie : Nothing is ever concrete - We haven’t even started Clinical Trials. China / No China. NHS No commentary. MOU is a MOU and I do not think it will complete and nor does the Market consider it concrete. Yes you have to go through the process and we find out in 120 days. Hope it completes but very sceptical as it’s major News and Market doesn’t entertain it at 1.7p.
“ Also with NHS, i expect this to be a lot sooner than 2 years.
NHS is currently up **** creek regarding the number of patients waiting for diagnosis/treatment etc, (in the region of 6.5 million appointments i believe) so you can be sure that they will be looking at any option that will have an effect on those waiting times. Particularly as is the case with CIZ..”
Yep, well said Morpheous, Brondby , Neil etc - good to have some sense returning to the chat. It's tiring wading thru the stream of negative bickering that's often being pasted recently... yes, good to have critical questions being raised or some negative views but not this stuff. Hopefully they move on elsewhere. From everything I've read coming out from the Company it seems to me that everything is proceeding extremely well, not just with the laboratory/hospital lung cancer tests but also with getting onto trying to develop point of care tests and widening the application of Ciz1b to other applications. Yes, some of that is reading between the lines but I've put a wad of cash where my mouth is and am happy with the risk. I don't care if it takes another few months or a year to get there, with scant communications from the BOD, because everything I read screams at me that this is a great investment for a great product - good for humanity and will - as a by-product - also reward patient investors. If I'm wrong I'll pay the penalty without grumbling, even though I've limited resources, but even afterwards I'll still have a truck load of respect for what Dawn and her team are doing, and for how AS has been trying to get the test to market. Please can the posters who are churning out their streams of negativity go invest elsewhere.
If somebody makes a serious accusation about an individual being an insider trader they should make sure they have the facts to back it up. If not apologies.or if not expect a letter. Haven’t seen the source but a process of elimination suggests it’s an account I’ve filtered. Neil, please do continue to share your research which I have found extremely informative. And do consider contacting Admin to report any serious accusations
Yes i did become very vocal around the RTO - because YOU, me, and many other holders from Photonstar days were on the verge of losing all our investment when it went tits up, but unlike you, i decided to do something about it and challenged the BOD of what became Bould Opportunities. I did not convince anyone to pass the motion. If they voted, for, that was their decision, but i stand by the message that if we hadn't RTO'd, then we had definitely all lost our money.
'Not a single bit of anger towards the BOD'
Why would i be angry at the BOD? They didn't shaft us. The BOD of Photonstar did that.
"Does seem strange that his research is very well put together"
DUH!!!
Yes, because i do my fecking homework!
China - I repeat, i believe China can't happen without the validated Mabs/reagents.
'Trying to keep order among the ranks'
Ha Ha, I'm flattered that you actually believe i have such influence.
Neil
Exactly this. Well said Brondby.
🔽🔽🔽🔽
Was about to post along the same lines. Not sure I totally understand the mindset. If I had a long list with those sorts of genuine concerns whirling around my head, I'd just reduce my holding accordingly and be done with it. Prevent further losses and chalk it up to experience. Some of these posters have been berating the Co for years, when the SP has been higher.... And yet they are still (apparently) holding fast? Uhhh?
Wierd.
#spreadex IMO.
ATB LB
So ciz is simultaneously
1 a lifestyle company scam that is ripping us all off
2 a hugely valuable company that some Americans plan to steal from us, also ripping us all off
Meanwhile neilin62 is apparently an insider again, despite only yesterday saying he wasn't - " I have repeatedly told you i am not an insider, so please don't make untrue statements when you do not know it as fact.", but Fastfood decides to repeat it anyway.
This board has taken a turn for the worse lately.
A reminder to all that if you have no faith in the company, its product or its future, nobody is forcing you to be here. Sell up and FTFO.
Wow,
Widglide i don'r remember making any prediction on the share price, but if you have found any, please post them and i will apologise to all.
What i do remember is saying that i believed a number of events may coincide around Sept? and that i expected some significant news. Well teaming up with Bio-Techne seemed pretty significant to me. i Think the question was "IS IT POSSIBLE we we will get an RNS...." No mention of a share price.
Again, my comment about RNS's by end of March, i don't remember making a share price prediction, but if you can post it, i will apologise. What i think i said , was i don't like putting timescales on things because it doesn't suit someones timescales. And up you pop.
However, looking back i was 2 days out when we received the RNS about the MOU with BIO. so again, pretty significant i think.
Fastfood,
How many times? I AM NOT AN INSIDER! and you will be hearing more from me, as i've no reason not to post for those that want to read.
What promises did i make in 2021 page 14? i can't see any?
Show me any indication of proof that NHS is not interested. I know for certain they are!
Lifestyle company?
Do you think Dawn Coverley has been planning a lifestyle company for 20 years?
Or Corepath are part of a conspiracy? Or Bill Behnke? Or Bio-Techne?
Couple of paragraphs from the RNS to ponder over-
CIZ -
"The company is now focused on FINALISING BINDING LEGAL DOCUMENTATION with BIO........" Note - 'FINALISING'
Bill Behnke-
"Our investor group (so he already has the investors, and doesn't need to find funding) sees this as an important opportunity to make a major difference to lung cancer survival rates, and WE HAVE ALREADY MADE PROGRESS IN DEVELOPING FURTHER RELATIONSHIPS WITH MAJOR CANCER HOSPITALS AS WE SEEK ENDORSEMENT FROM CLINICIANS AND KEY OPINION LEADERS"
Does that sound like the MOU will be signed to you?
Neil
And you’re right. They’re all Part Time. Create the illusion that much work to do / still years on..
Agreed Widglide.
The recent SP rise to 2.5p and then crashed to 1.7p all caused about by change in Finance and at lower rate. Or / did the Significant Shareholders want to increase their holding on the cheap ?
A lot of mis trust here for a Cancer product company.
Agree with you re China. AS spoke of China / then nothing / less than nothing … AlmostS if AS never mentioned China in first place. Move along.
He bacame very vocal right around the time we were voting through the RTO. He did a good job of convincing people to pass the motion for the RTO . I started having doubts on how calm he was even after we was consolidated as much we did, many invests was well over 80% down but yet not single bit of anger towards the bod. They promised significant share rise within one year and nothing.
Does seem strange that his research is very well put together but almost too well put together. Let’s face it is the same bs just slightly worded differently every time. October he predicted a significant change to the sp , then it went to March / april. China news was apparently within one year and that’s never been mentioned again. He then played down the latest news even thou he acted like it caught him by surprise.
Seems like an insider to me trying to keep order amongst the ranks diverting us from the lack of news , lack of development and lack anything really. 1.70 says it all
Considering 11 p was the opening RTO price
And isn’t it weird how the NHS not interested ?
Widglide. This Neilin is an insider isn’t he ? Substantial Investor ? If my suspicions and obvs your suspicions are right and this is all a con / then we won’t hear from Neilin again ? I was reading his promises from 2021 page 14 yesterday. Jam tmoro.
The thing is Techtonic. I am absolutely certain that this MOU does not complete. I’ll consider it a miracle if it does / Because that’s what the Market is telling me 1.7p.
I suspect the $100k as Neilin now alludes that we have already received / and probably have / could give rise to SP during the 120 days allowing higher exit price more than being able to cover itself for the HNWI.
AS alluded to fact that we cannot fund development to End game / so he has covered his back if failure occurs / starting with MOU.
It’s hard to Trust when Comms are PP and it seems on purpose. ie : Why not Notify SH that Negotiations are now Active ? I Do Not Trust MOU’s. Seen it all before.
Hoping you're both wrong Wid and Tech, but there is a slightly fishy smell coming through right about now...
At last someone that is starting to see what is CIZ is all about.
Lets face it low salary’s mean nothing. These guys aren’t exactly poor and probably have side line ventures / took half their pension to keep going through this period and the salary is just a top up.
These guys are working part time and doing enough work to distract the investors whilst all the time knowing it’s not going to be in favour of the share holder ( hence a lifestyle company ) and like tech said delist and get private funding. From the very off set they shafted the LTH , failed promises , no return in over two years , so trust me it’s not going to end well. Bigger games are being played here and they are staring to run out of excuses so now it’s the silence game and creating more questions than answers. Just look at yesterday’s 46 messages of BS no one knows anything.
Fastfood, re companies delisting generally.
See Redx , MEN , recent ones.
RNS to delist - share price plunges, directors /CEO etc buy shed loads at lower prices - Disgraceful
These are then transferred into nascent US company valued much higher - instant huge profits.
Of the shareholders can also transfer their shares across too.
For such a fledgling company as CiZ, I think it's a little early for this, but I can certainly see it happening because of the power brokering of The Americans.