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.
I haven't clicked on that link tbh , but didn't Markuu have the same bold vision?
One bit of good news: the new CEO speaks good English.
Two weeks for next results
So 2014 is our year of SSV
Is he hackers like….
Covgaz are you invested here?
The spivs will take it up , the spivs will take it back down. Us PI's should never get excited by 10% swings , they are not for designed us , especially on AIM.
I'd be very careful here.
If any of you can see a multi billion dollar deal soon , pile in.
I simply cannot see it .
Over in Helsinki the SP went up to 190 Euros.The daily volume over there has been alot higher than on AIM recently,don't know if the majority of trades are buys or sells ,but would think that they are mostly buys as the SP has been climbing over there.Anyway there seems to be more interest in.Faron over there than over here.
And yet the sp has been rising this.. today surpassing 1.50 albeit a close at 1.45 but still higher than previous close.
Let's see what the next expected results say..week 20th may
AIM in a nutshell , keeps you all interested.
I'd be concerned at the price of the next raise. There is more chance of that being 110 than getting Bayer imo.
Look at the previous RNS results couple's with Junos coments about success plus we will be getting an update on the bex results.
Funding is related to results of bex
Fact 7 of 8 hmr failed mda still alive after 8 months. The survival rate is normally 4 to 6 months!
"...subject to continued clinical success with the BEXMAB trial,.."
AkA if results continue to produce finance is on the table!
Is this meaning they are in talks for a real deal with a big pharma?
"With the Waiver Extension the Company continues to finalize its preparations to secure longer term funding"
You can't develop a drug without money.
Possible fund raise by 11th June? Unless someone big invested?
"subject to terms above being followed and the Company securing subscriptions or guarantees for a public offer in the amount of 10 million euros by 11 June 2024, unless other financing of the same value is secured prior to that"
Lap, Maybe someone waiting on next Trial result before Investing. Not believing until they see It written down. Looks like financiers not happy. Pretty tight finance performance schedule clauses. No room for any more of those SSVs. Or else dead duck. IMO.
Have Faron already agreement with Bayer?
This new IPF loan changes means that Faron have time to reach milestones with good studies.
Then Bayer is partner?
Hi Itsall,No RNS today but we are a day closer to the next one, theres more volume over in Helsinki, 100,000 Euros yesterday Hopefully the next RNS will get the SP above £2 .Not long to wait for the p2 read out in May.GLA.
Oh well.. that never happened :)
It's about time we got a RNS with some great news to push the SP back up. I'm calling one tomorrow morning!
Down again this morning to 127p but spread still a high 12.5%
Last Friday 19th April year low at 118p
Up over 13%,in Helsinki. Hopefully we will follow suit.
Abbvie
Novartis talking about their bolt on M&A strategy.
Recently read they have abandoned their hemo phase 3 drug.
https://www.clinicaltrialsarena.com/news/sabotolimab-blood-cancer-pivotal-flop/
Sitting duck here guys with Gilead’s 47 failure, Abbie having a bad sae profile and Novartis potentially out of the game. Soooo cheap. Looking perkier in Helsinki today too…
https://x.com/bmhltd/status/1782674333631959408?s=46
Thanks for the welcome WG.
Yep, I’m aware of the lack of commercialisation there and I’ll be honest, an increase in death is not a good outcome. And you couldn’t rule that out for this, although the Matins trial was a decent size and there is a lot of safety data from all studies. Regarding the efficacy here, that looks very good and they are clearly confident about what’s to come. Patients who are likely to die within 4 months showing ORR’s be it PR CR mCR or hemo improvement is unlikely by chance even with the smallish numbers thus far, but they are ongoing too which bodes well and surpassing their expected prognosis for survival without any other options, ie the current status quo.
We only need cash to see us through the end of P2
(Jan 2025), FDA guidance for the pivotal pathway and I truly believe that will be enough to secure a decent £1-3bn offer (efficacy trend continuing).
Good to see support from the EIC. Hoping they don’t raise lower but with enough cash to see us to P2 read out and FDA pivotal guidance should be a huge value driver and trigger a positive re-rate regardless of price realised, AIMO.