Member Info for Aberdeenman

"China is the world's biggest polluter, spewing out over a quarter of all greenhouse gas emissions linked to global warming."

China and the USA are the two biggest polluters, however, when you look at the difference. in pollution per head of population, America is head and shoulders above.

Aberdeenman

Agreed Lovejoy, in fact given they have raised money via a placing, it is eminently sensible to run at an accounting loss, to reduce tax, I would be worried if their FM was not doing sensible stuff like this!

Aberdeenman

"Omega made a Statutory loss for the year of £6.83m."

That loss can now be carried forward to offset tax liabilities, so for our purposes is a positive.

FACT.

Aberdeenman

"Definitely Chab, gives me hope this is the very bottom which makes this large seller seem very silly (unless they absolutely need the funds asap of course). Investing down here near 2.5p is a pretty safe bet in my opinion

I do agree this is a great price point to be accumulating, the biggest risk is see at the moment is Anne just continues a 'jam tomorrow' strategy, but I am inclined to think that will not be the case.

So if we get a good update and renewed confidence, this price point will seem to have been an excellent buy.

Aberdeenman

You do not nearly double your workforce, at an annual cost of several £m on a whim.

It is one of the reasons I am still invested.

Not long now!

Aberdeenman

Looks like there is a lot of unreported buying going on in the background, could very well mean good news is about to land.

Hope you are all loaded and ready!

Aberdeenman

"There is so much going on here that it would surely take an extreme level of incompetence to not be able to deliver anything at all."

I thought that a few years ago, but extreme level of incompetence was what we got.

From Anne's CV I doubt that will be the case now though.

Aberdeenman

Agree, more than likely news before the results and presentation.

Not normal to do live investor presentations when there is a negative outlook and poor backwards-looking results.

Depending on the news, it may be a series of releases, so I wouldn't want to be out till just before the presentation, it will be too late. Now is the time to be loading up IMO.

Aberdeenman

"IMHO NFX scientists are doing a great job on NFX002 in developing a state of the art treatment for fibrosis (NXP002) that seems to be exactly what we will need going forward. Let's hope the business arm will have an effective communication strategy soon..."

Totally agree, the science and the IP is what keeps us here, there is without a doubt fantastic potential, a good leader that generates interest, and dare I say it commercial success on the fantastic IP and mostly scientific work done (I won't mention the initial bungled dog study) is what we all desperately want, missteps and worse have prevailed....new team, new start, fingers crossed!

Aberdeenman

I have said it before....

Align are not in IRON to make a 10% profit, this should multibag from current levels.

Sooner the better ;-)

Aberdeenman

Personally Whimax, I don't think CB was interested in taking the company forward strategically, he was really just the caretaker, and to be fair to him he turned things around by getting a team in place before he left. No complaints on that score.

Aberdeenman

I do understand the time things can take in Pharma, Whimax, however, there have been so many misteps and false promises/dawns that many, including myself, will lose patience if she just appears to be doing more of the same.

Not asking for results and deals tomorrow, just a clear vision and proper leadership.

Aberdeenman

A piece of 'not bad' news and the price drops.

Trouble is there are lots just waiting to offload.

It will need real positivity and a real plan to get this shifting.

Anne has her work cut out, she could just ignore the noise and the SP, of course, but that would be counterproductive,

I hope she really comes out fighting, with her update, showing vision and some gumption.

Aberdeenman

"She remains suspicious of my comments on requiring a certain IQ or competency test to vote."

50% (-1) of the population are below-median intelligence!

Aberdeenman

Good to see that large scale investments in Congo going ahead, despite, albeit no doubt delayed, by Covid.

This bodes well for movement for Zanaga, other interesting thing is COIDIC withdrawing from the refinery project, that means they will double their efforts on other projects, hopefully thier documented involvement in Zanaga.

As for a 50 bagger, that will do for starts, could be the biggest UK riser of 2021 if we get the go ahead, and that is no ramp or exaggeration.

Aberdeenman

"An interview may help at this stage for Anne or a proactive investor article etc."

Not much point till the update promised Q1 is released, then I would hope she has interviews lined up for the day after!

Aberdeenman

"IPF market is $2.5bn half of that market if NXP002 used with SOC drugs is wow"

IPF is a devastating disease, however, even at $2.5bn market value, it is still not MEGA, that changed last year, COVID Lung is now a thing, and currently unquantifiable.

It does mean though that there will be much much bigger pharma interest in novel IPF therapies......

Aberdeenman

If Innova got 3x £722m, but this was before the massive amounts we now require what size of orders can we expect?

we do not have the same capcity, but we know 2m a week is more than likely.

We do not know the actual price to be charged, and we do have a rough margin.

Also the procurement process if different.

So how big will the order be? And what efffect on the SP??

Your guess is as good as mine, but given the above, I will go for an order worth £150m and another £1 .50 on the SP for the initial order.

Aberdeenman

"we are assuming that news is due and its going to be good ie deals ,licensing and income ,payments"

We KNOW news is due, as she has said an update Q1.

As for it is going to detail "deals ,licensing and income ,payments"

Not sure where that comes from, personally I doubt there will be anything that concrete, what I want to see is a definite roadmap and a firm strategy, not more 'in discussions' (that never go anywhere) or ' pursue this path' or that path (where they get lost) .

We want firm decisions and actions, not wooly words.

Any deals, payments etc, and positive forward prospects will be a massive plus.

Aberdeenman

Royal mail employs 143000 UK based people.

According to Wikipedia.

Aberdeenman