Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
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Bored or not, you have to admit he’s correct..
Thought you’d dumped this stock back in July? I guess you must be bored.
Flurry of recent activity means nothing. They’ve produced no new data in 2 years - the data in Ali’s webcast was the last set I’ve seen. If their AI/ML guff was true they’d have something in Phase I by now.
Of buys to replace the tumbleweeds.
Something afoot?
Thanks for sharing, very interesting. This certainly explained Ali's focus on it:
AI is not new in drugmaking. Biotech firms have been tinkering with it for years. Now interest from big pharma is growing. Last year Emma Walmsley, chief executive of GSK, said it could improve the productivity of research and development, the industry’s most profound challenge. Moderna recently described itself as “laser-focused” on AI. Sanofi is “all in”. Morgan Stanley, an investment bank, reckons that within a decade the pharmaceutical industry may be spending $50bn a year on AI to speed up drug development.
Https://www.economist.com/business/2023/07/13/big-pharma-is-warming-to-the-potential-of-ai
Come on then, dump away. Let’s see how many shares you have. You sounds pretty big time
Thanks for the solid advice 👍
There really wasn’t anything substantial in Ali’s presentation- no data, no scientific results but a lot of jumping on the AI bandwagon. He’s a grifter with virtually no drug discovery experience- I doubt he’s even done an experiment I an actual lab! It’s been at least two years since any preclinical data was disclosed and since then absolutely nothing - no scientific publications, no posters, nothing. Compare to Alnylam 10 years ago who were publishing every couple of months. That speaks volumes. Dumping this stock now
Agreed. All very positive and exciting.
A well-timed raise will energise the SP and from past experience likely some exposure to shareholders as well as Private capital.
A foot off the accelerator means tangible signs of industry engagement - partnerships. But my reading is that Ali feels he almost has to lead the horse to water and ask him to drink such is the newness of what they are aiming to offer.
He did reference 'putting the accelerator down' and dodged the question on commercial deals and whether additional funding would be required, so I wouldn't be surprised if that did materialise.
Regardless, I am certainly more positive about the prospects following the call. It seems they've got the bit between the teeth and are looking to grasp the computational genetic AI opportunity
Yes, DD I too was impressed.
'to my mind' was used often. He's a driven, healthy looking guy who carries all the 'human face of the company quota.
An investor has to therefore place a lot of faith in him personally.
My question on clocking off and giving my feedback was this -
Why are you so keen to tell us all this? A cynical interpretation would be 'fund raise'.
Still a very happy shareholder.
Did anyone catch the Investor Meet?
Very interesting, Ali clearly expects this to be a 'multi-billion' pound company
40p can come very soon!
Who bought ETX a month ago should now be laughing :) It is rising strong and steady.
Lot of buying going on
Suppose to say Gla.
Me too, the rest of my portfolio has been very flat tho over the last few months. Luckily enough I sold etx not to far away from the high but then bought back in on the way down at 19p, no spare funds to top up at lower levels. Glad.
Now I feel stupid not adding to my portfolio last month. I ended up adding to C4XD instead, and planned to add to ETX in the subsequent couple of months. C4XD has risen but this has now doubled in SP!
If you are just finding us. As a LTH I recommend reading the Interviews of late.
I'll stick my Gregory out and say 40p near-to-mid future.
Podcast link here for those interested.
https://www.voxmarkets.co.uk/articles/vadim-alexandre-will-the-ai-rally-broaden-plus-e-therapeutics-and-polarean-imaging-70a424d/
Ignore the Freudian slip! Dotcoms not sitcoms 😂
This podcast sums up the AI landscape perfectly and points out the massive difference between the imminent AI boom and the dot com growth. The biggest factor here is that companies can’t just jump on the AI bandwagon like the sitcoms did, they have to have been immersed in this for a while and be showing progress and deep understanding. This is why ETX is leading the pack and why they will also be one of the first businesses to lead the AI boom. Very exciting and still so, so cheap at 20p. Good luck to all holders.
Https://twitter.com/rckhlld/status/1663549070949089283?s=61&t=NLG8GlLfvfmvXPP4BlgPCg
In the latest interview Ali's timeline for potential significant events was weeks rather than months.
Just saying.
That interview on Proactive is worth watching.