Ryan Mee, CEO of Fulcrum Metals, reviews FY23 and progress on the Gold Tailings Hub in Canada. Watch the video here.
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you mean any one that has an opinion that differs from yours is argumentative .... ?
Well I see the civilised debate may be coming to an end with the appearance of I'm always right.
its the same share ...
I'd rather pay 10p for a share on the way up than 6p for a share on the way down. Just my opinion, other opinions are available.
point being you have not sold your previous 10p buys ........... so what is the difference buying more at 6p ?
its not about opinions ... just logic ... because you could buy on the up at 10p to see it fall again to 5p so surely dipping in at 6p today is less risky than dipping in at 10p say next month ...
the Core science has not changed ..
Ruck, no nor do I, except for a typically hideous post first thing this morning!!
I guess my stratagy the last couple of months has been playing the range and targetting 40/50% margins which has worked for me, taking advantage of the 5p days. Funnily enough half the 695k shares sold Tuesday were picked up yesterday with just 3 sells amounting to 30k.Wheres the cavalry, lol!!
C7,
"Very true Ruck it seems not all of us felt the BB has been more harmonious of late, lol!!!"
Perhaps harmonious was the wrong word. Your phrase was "without rows". The point I was trying to make was that it is possible to have different opinions without resorting to personal abuse. I don't see any personal abuse amongst the arguments the last few days. Long may it continue!
I hope you latest investment works out well. My own strategy is to wait until there is news that may well drive it up. I'd rather pay 10p for a share on the way up than 6p for a share on the way down. Just my opinion, other opinions are available.
Very true Ruck it seems not all of us felt the BB has been more harmonious of late, lol!!!
But it has, as ever hear both sides of the argument, and TBH it helped me decide to top up with a few this morning!!
C7, and all,
The same topics do come up time and again. This is not surprising since there are a finite number of topics that are directly relevant to our individual investments in Scancell.
It's not a bad thing to discuss repeatedly. We may have changed our views in the light of new data/knowledge. We may have refrained from stating a view because of the mood of the discussion at the time. We may feel more supported in our own view given the participants. You mentioned earlier that the board had been more harmonious the past few days. This in itself would encourage more open discussion.
On this particular topic (dual role of LD) I'm with you - my views haven't changed.
Perhaps the issues die quicker because the same topics come up time and time again.
LD has now built Scancell to 23 employees, 12 of which with PhDs, she is the CSO, her work is being replicated in the labs, under her guiding eye. Is Lindy the only Director in the country with dual interests. No, some have many different roles bt she is an exemplary figurehead for Scancell as her reputation continues to grow amongst Industry leaders.
Just my opinion, as it was last year, the year before that and the year before that!!
Morning All,
Knowlesi I am more with Ruck on this one re LD.She is not full time that is a fact and yes a case could possibly be made for being more SCLP focused.
However I do feel the monetary side is very much a secondary issue and her prime focus is on curing cancer.Her coordination of different roles allows her to best pursue this overarching aim of developing “ cancer treatments” by pursuing academic research, passing on her knowledge to the next generation of students and by the kudos of her University position affording certain opportunities and contacts which in turn benefit SCLP.
Her contribution to SCLP is monumental and that is what I assign value to rather than how many hours she works.
If you do longer posts to get perspective on views you often get accused of rambling but if you only judge posts by the “ pre determined view of the reader rather than the content of the post” then you will only have a one sided view and determine it is about winners and losers.
Imo it is about expressing views openly and honestly and not seeking approval but hopefully generating debate that we can all consider in due course.
The obvious issue with taking sides is that there is no debate and dies anyone really gain.
Knowlesi,
“Ruck - Does LD have everything on this? She has never gone full time with scancell....really heart and soul into it ?”
Yes, I believe she does. I’m sure she would earn more if she did join Scancell full time. Her heart and soul is in to finding a cure for cancer. A lot of the IP that may achieve this is owned but Scancell. Additional IP may yet be unearthed by her students at Nottingham Uni. I see why she keeps both roles. It’s not about the money.
Knowlesi, I think you are doing a good job of making a very small issue a big one. Nothing wrong with your posts, but surely the main issues are three fold
1) To start obtaining data from any trial.
2) To get our first commercial deal
3) To be able to raise sufficient funds for the benefit of all, preferably another long term investor like Vulpes IMHO
Well we are ever closer to dosing a patient in SCIB 1 trial, we can see a realistic possibility of deal/s with Avidamab and possibly even TCRs/Glycans, BioNTech or whatever might occur. And a fundraise, my opinion as I see it, stated.
I think these are the core issues and with respect not Director Dealings.
As I said I will possibly refill my trading pot at this level, and I truly believe the potential for inflection points seriously outweighs the negatives for the coming year.
Take Care
And how has your holding changed over that time Knowlesi? And there's still only one 'p' in 'opinion', but again, we've covered that one before as well.
I'll just go back through the last several times you've tried this line Knowlesi and read the conclusion where it effectively says 'at the BoD's level of holding it's a matter of opinion.' That'll save your teddy hitting the floor once more. Poor little thing must have taken quite a battering over the years.
I agree that the proportion of personal share ownership ('skin in the game' is such a revolting "wide boy" term I always think) by this BoD is fine. This topic always gets raised by the usual suspects when they can't try any other tack to have a go - it's been covered more times than I are to remember. Inevitably any purchase by BoD members would then be held up as unnerving because 'nobody else will buy/it's a desperate attempt to boost confidence, what's wrong', followed by 'their holding is large because they are trying to prop up a dead duck.' I think we can agree we've heard it all before.
Agree with both of you Ruck/Crumbs, anything better than those timelines is a bonus for me and I think I have left room for bonus"s.
I just have a feeling we shall see a few more buys tomorrow, lets see.
And although the lack of any visible progress from CRUK with SCIB2 beyond their support of and acceptance of nano delivery...We should not forget so much of Lindy's work... the work which makes up scancells IP has been funded by CRUK....
Agree with all that C7... though I still hold out hope modi1 will get into trial later this year as it does seem the only hurdle there is the last piece of that rather complicated manufacturing puzzle which I have faith in them putting into place... Scancell does have faithful ii's in Calculus, OXT, Hygea and now all the indicators are Vulpes too.... Hopefully, Cliff got some US interest from the specialist funds over there as that would be a great boost
I couldn't care less about whether or not directors have "skin in the game"
Prof L Durrant has her heart and soul in the game. That's good enough for me.
Seems to be a real concern now for some, now we have had the IND approved for SCIB1. I would be very happy for the trial to start by injecting first patients by Q3 realistacally, SCIB2 well that could be anytime, disappointed with newsflow on that from CRUK TBH, and not expecting MOD1 till Q1 2021. Hopes are very high for Avidamab and a commercial deal by Q4 2020 will be very welcome.
That is just my opinion, anything else is a bonus, any news could come at any time, but I think the BOD have a lot of skin in the game already. There could well be a new share option package for CH, dependant on Avidamab for all we know., but I feel those timelines are realistic/ I didn"t hear too much about lack of skin in the game as we rose to 8p a few times recently, as evr they tend to begin after a large sell and a red day, as they did when City & Financial sold at 3p!!!