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Lithium has in the last few years become the 'golden child' commodity but it seems both our invested and potential invested Lithium assets are severely curtailing the share price due to current legal appeals on the North American continent.

Thacker Pass appeal in particular seems to be somewhat embroiled in politics as well as points of law, something alien to us in the uk where the judiciary is apolitical.

Although construction has started at Thacker and a subsequent appeal denied, somehow a new appeal has now been lodged at a different court.

One of the biggest frustrations, is that these appeal cases take so long to be heard and take even longer awaiting a verdict but, while active, have a significant negative effect on our burgeoning stock price.

Let's hope both Thacker and Sonara appeals are resolved soon and positively for TRR, otherwise without at least one of these lithium assets earning, I fear any kind of TRR dividend payout could be 'many' rather than a 'few' years hence.

Wow, the doom and scaremongers with their unsubstantiated speculations are really rife today - it's almost mass hysteria inducing!

I know there seems to be a current emphasis on the recent funding but I believe the company sits in an enviable business position with much potential.

This company has never been so involved and supported by its primary customer (the NHS) before.

There can't be many medical test product companies that have been personally engaged with and championed by senior doctors post trial (AIHL). A trial which the NHS happily laud as being actively involved in.

A trial that was seen as important enough to be kept going throughout the pandemic and was placed on a new fast track NICE appraisal scheme afterwards.

The AIHL trial's success also helped a lead doctor in pharmcogenomics head up a department in a field which has since been actively promoted by the NHS and gov.

The stroke assay is hopefully going to have more success and fuller acceptance.

Further faith has been shown in GDR directly by involving it in the new, not inconsiderable DEVOTE research funding scheme.

But it aint all roses. I agree that the current funding scheme is not ideal and the BOD need to ensure we stay on track, but if our stroke kit gets the NICE green light along with continued uptake of the AIHL kit, then there will no doubt be more favourable methods of financing made available to the BOD. Such an alternative funding option could see us repay the Riverfort arrangement early and put us on a better footing going forward.

Pleased to see Blencowe are getting great results from their samples. I believe their next intention is to process a 100t sample with the same company (Jilin). Be nice to see our interest in Blencowe reflected in our SP if they succeed.

Looking forward to seeing if the Pitombeiras bulk test sample sent by JAN proves as successful as our earlier sample too. Hopefully don't have to wait too much longer to find out...

This may be of passing interest to some ....

Inspiration Healthcare (GDR's AIHL main distributor) are doing a company update presentation on the 'Meet The Company' platform this afternoon.

Don't expect there to be anything specific about GDR but they may give a general outlook for the neonatal side of their business.

Good sit rep from Eureka01 there.

Unfortunately, some of the main progressors of stock/share price are confidence in the company's products/services, in its finances and in those people at the top steering.

The first item, not a problem. Technically, the company appears to be excellent, but the other two are where we seem to be lacking the confidence (at the moment).

I feel this is being shown in the current SP.

We are at a point in the company's development where it needs to be demonstrated beyond doubt that the CEO and other senior board members have a viable plan and are worth the salary being drawn. The shareholders also need to feel they are being fully engaged in the company's progress and will also be suitably rewarded.

Will do. Just to make it easier to find I've stuck a follow on (G853), and will give those tweets a read. Thanks.

Please excuse my ignorance but I'm just trying to get my head a little bit more around the Fodere involvement and process carried out on the Pitombeiras sample mentioned in the last RNS.

Although it was very welcome news it wasn't that clear on the Fodere business link side. I wonder if anyone could shed a bit more light or had views?...

I'm guessing the test sample sent to Zambia and the subsequent 25T bulk sample were/are being processed Fodere's 7T pilot plant they started building last year. I further understand that Fodere also started a JV in North America with Titanium North America last year and are at early construction phase on a pkant in South Africa. Therefore at the moment there appears to be no large bulk processor up and running.

However, the last RNS mentions that we hold the IP rights for the the Fodere process in South America.

So, if the 25T sample does come up glittering, who would be financing and running the 'Fodere' processing plant in South America and do we think there are any firm plans to actually build a plant yet regardless?

If one were to be built, do you think it would it be open to other miners/waste material producers too and, if we hold the IP, would we directly financially benefit? (After all, the processing plant has the potential to outlive the mine life). How large (or how many) and where could the plant be located and when?

I'm just trying to further understand the potential overall value here (incl. BRES & Fodere aspects) and also some of the potential future expenses.

Although stable, at the moment the current SP seems to me to be wholly dependent and centred on the long awaited Pitombeiras final PEA report rather than anything else.

I think you could save yourself a lot of typing everyday MyIPA if you instead posted the names of those you **didn't** think were FUDsters! lol.

Today is just the launch of the public consultation stage of the NICE assessment path.

NICE are not scheduled to give their definitive conclusion until October.

But going on today, they seem to agree that a genetic test is urgently required - we've just got to make sure that test is supplied by Genedrive!

BTW as has mentioned before, the NHS/NICE always monitors new tech or drugs for a period to ensure continued performance and cost effectiveness.

Https://www.bbc.co.uk/news/health-65632144

With regards to the CYP2C19 assay -

Apologies, but I'm trying to understand why some (across different threads) think the SP is going to move substantially just because NICE announce that the diagnostic consultation for the stroke assay test has started? This is no different to any other part stage for the assessment e.g. committee meetings.

Surely the only news that will make an appreciable difference will be the announcement that the test has received CE-IVD certification, is available to the market and when NICE's release their final conclusion and (fingers crossed) recommendation.

Or am I missing something?

Just a reminder that TRR are doing an investor presentation today at 1pm through the 'Investor meet company' platform.

https://www.investormeetcompany.com/

It's a good platform which usually allows viewers to pose questions during the presentation to be answered at the end.

Registration is free.

Roger with his usual rose-tinted ramping again! 🙄😄

I see that GDR have recently tweeted highlighting the consultation dates, so I suspect they're fairly confident about meeting the timetable stated by NICE.

Curent timetable for NICE appraisal:

Diagnostics consultation: 1

17 May 2023 - 07 June 2023

Committee meeting: 2

27 July 2023

Expected publication:

25 October 2023

That last date is only 'expected' because it's probably subject to the progress made by GDR in their testing and approvals schedule.

It's an IRL GM and not a broadcast one meeting.

The meeting was latest announced in the RNS 24th Apr. Proxy voting via your broker closed last Friday.

The company circular with the meeting details is on the GDR website in 'Investor Relations > Constitutional Documents'

http://genedriveplc.com/company-reports/Circular24Apr23andNoticeofGM11May23.pdf

HTH

The next GDR company meeting is very important and you may want your vote to be known.

I know most of you may be seasoned investors, but it seemed that before the last AGM there were some investors who did not know how to vote at company meetings if they dealt through a stockbroker but would still like to have their say.

So, this post may help those who deal through Hargreaves Lansdown (HL) as they offer a straightforward and quick option using their website.

Once you've logged into your account through HL's main webpage, there is a section on the right called 'Shareholder Meetings'.

Clicking on 'view meetings' will take you to a list of currently scheduled meetings open to you.

In the meetings list there's a column called 'Action'. Here you can select 'Give Instruction'.

This will take you to a new site called 'proxyvote'. Here you can mark your vote on individual points or there is an express option where you can mark the same option for all points.

Once you've made your vote, submit it and sign out. Go back to the HL account page. If you now refresh the 'Shareholders Meetings' list page, it should now show 'Instruction Given' in the Action column and you're all done.

I believe the GDR meeting votes have to be in by 11am on 9th of May but double check yourselves and don't rely on my word.

Most of you can ignore this post but I thought it may help someone.

The meeting was already announced in the funding RNS of 31st March.
As I understand it, the meeting is to vote on whether the BOD can further access the funding on a future (maximum) monthly basis if required. I don't belive it is the signal that they will make further drawdowns immediately and drawdowns are not compulsory.

The EVA process is a completely new process adopted by NICE which essentially cuts down the normal lengthy assessment process. They are bound to be slighty cautious on their early adoptions using this new method.
No new drug or technology would be given 'carte blanche' to be integrated into the NHS without further cost scrutiny & performance monitoring under these circumstances.

After the PALOH trial (in collaboration with the NHS) the Genedrive machine and assay format were re-designed, improved and re-qualified for CE-IVD to suit their needs.

RNS' 31-08-21 & 28-09-21

https://www.lse.co.uk/rns/GDR/new-genedrive-system-readied-for-aihl-launch-r7lea91aoani1es.html

https://www.lse.co.uk/rns/GDR/new-genedrive-system-receives-ce-ivd-marking-8lue28eyf8d9mz9.html

Remember the NHS see this as (excuse the pun) 'their baby'.
There is nothing to stop any maternity/NICU department within any NHS national or local trust procuring this equipment now.
All will do so and without having to wait years for periodical monitoring from other sites.
The timescale of the roll-out is between our distributor and the NHS trusts.
I'm sure the future scrutiny aspect will also help Genedrive improve the product further whether it be software upgrades or assay formulation.