Member Info for Albinio74

Alkindi should mean near zero downside from current price, assuming sales grow and more territories/deals come through.

Eton sales webcast at 9.30 or 10.30 tonight UK time (I think never sure on EST v UK times).

https://ir.etonpharma.com/events/event-details/eton-pharmaceuticals-3q20-earnings-call/

Seems the placing / offer has stifled sentiment a bit, but hopefully now with cash in the bank after a great run of news, any fresh information/confirmations on deals for Alkindi (or actual/projected sales) should restore momentum, heading into potential Chronocort news in Q1. We should start hearing more on Ditest through 2021 too, weren't there some suggestions of possibly seeking a partner to help develop that?

Thanks - I had been aware of the patents being granted there, and had read through most of the hardman research, obviously not switched on and missed the significance of the japanese market.

DNL were discussed briefly on a vox podcast yesterday, but a pretty bland undersell of the company's prospects to be honest although they do certainly seem to be getting more of a following and more mentions on social media / blogs / podcasts etc

Hi scored - I feel like I am missing something in my understanding of dnl, what is the significance of
a Japanese deal compared to where we are on the back of other deals/regional approvals and most notably other recent USA FDA approval?

Seeing what happened to DDDD price today (similar to here a couple of years ago when trial results were widely misunderstood/overplayed) and it makes you realise what a strong position Diurnal are in with Alkindi ready to go in multiple markets and recent FDA approval.

The commercial relationships already in place and proven approach to regulatory processes bodes very well for the future IMO.

Couldn't resist, small £650 ish top up just now, all i could free up quickly sadly, fingers crossed.

Retiredby40 - don't get me wrong, this is a goer against zero alternatives, but there is also some obvious friction in delivery but at the same time so close to being the total answer.

I think it is possible to find a solution to verify the person taking the test in the home environment, but carrieds complications about what society will accept, but to beat Covid some may have to accept previously unpalatable options such as a biometric info bank to verify people in specific circumstances via currently available gadgets and tech, then integrate this into what Integumen are doing. Appreciate my opinion and not smart enough to outline exactly how that would work, but surely the end game v Covid

Because the system can be abused without verification of who blew into the kit i worry it will hamper mass adoption, everything else is literally dripping in positive potential. Got to be a way with modern technology and biometrics to have a one hit remote solution that tests, gives results and verifies the user.

That sounds right to me, hope we don't get the usual 8 am spike then OTT sell on news drop, but will have a little to one side to top up if any silliness ensues (assuming the positive outcome that looks likely).

My main concern is verification of the person taking the test.

As far as I can see there is nothing to stop someone not wanting to miss out on something that also doesn't care about Covid or other people getting someone else to blow into the device for them.

So unless I have that wrong perhaps a more costly version subsidised by government using some kind of biometric verification to deliver a near water tight system would be needed (plenty of tech available around payment systems, property security and of course phones).

Also the scanners could create pinchpoints where lots of people are going who think they may have it, although many cost and technical barriers are there I find it hard to believe a more ambitious system that can read a test at home and biometrically verify it all in one hit couldn't be delivered.

Saying that nothing out there seems close to this
(conceptually or practically) and perhaps Integumen are the guys to get there with follow on versions (this is the first go after all and no one else seems to have any answers).

Also downside surely limited here by the underlying business and varied opportunities offered.

So skimming through they currently have access to the best part of £10m to keep them running, would have liked more detail on Cali, appreciate most not that bothered but frustrates sometimes when things are seemingly sidelined without much info although obviously not been an ideal 6 months.

Time to focus on West Newton and Romania updates near term, fingers crossed, should be good!

Until results are in all paths are possibilities, not sure why they have to immediately raise or borrow £500m ?

Anyway JV/partial sell off, various debt mechanisms, staggered production development, equity issue and of course full sell off (or almost any mix) remain options and widely used in different ways across O&G and mining.

Their original remit would be to prove up and sell on and seems most likely outcome, however many scenarios can play out, so many factors in play, appreciate comments from those with practical experience but not convinced only one way this cat gets skinned. Many examples of different approaches in resources - you don't have to just raise £500m through dilutions...

for short, medium and long term catalysts - seems to be holding well here so hard to see anything but continued steady rising with the right news.

The core is also mentuioned in a UJO research note https://www.turnerpope.com/wp-content/uploads/2019/07/17-06-2019-Union-Jack.pdf

UJO refer to it less definitively in direct output (unless anyone has other references / interviews etc) as an "intersection consistent with the West Newton A-1 well from which an oil saturated core
was recovered."

http://unionjackoil.com/wp-content/uploads/2019/06/Successful-Result-at-West-Newton-A-2-Appraisal-Well.pdf

Either way, exctiting for the upcoming drilling and testing.

"The well also encountered hydrocarbon shows within the secondary target Cadeby formation with an oil saturated core"

https://www.marketscreener.com/quote/stock/REABOLD-RESOURCES-PLC-4004751/news/Reabold-Resources-Discovery-Potentially-Largest-UK-Onshore-Gas-Field-28765021/

https://www.linkedin.com/company/reabold-resources-plc

Hope a some kind of pointer to some news from there soon, not everyone's cup of tea but I quite like the idea of self funding development.

https://twitter.com/brr_mediauk/status/1295326617879957504

From the recent acquisition RNS

As a result of the Acquisition, Reabold now has an effective economic interest in the Licence of 56 per cent, comprising a 39.66 per cent. indirect interest, via the Company's 59.48 per cent. interest in Rathlin, and a 16.665 per cent. direct interest in the Licence.

Great round up / post - I think it is just a case of coverage/sentiment.

They were widely covered in Investors Chronicle before the massive over done drop to below current levels, I doubt the writers there want to draw too much attention to a company they were tipping as a buy at £2 + that dropped to 20 odd p, but if it climbs back to higher levels bet they start covering it.

At these prices has huge potential - the hardman research is a good read.

https://www.hardmanandco.com/research/corporate-research/and-more-to-come-news-flow/