Member Info for andrbea

I liked the '120 people in Manchester' bit. It shows confidence, going forward. 'Provided satisfactory safety data is obtained from this initial study, and subject to additional funding, a Phase 1b clinical study will commence in psoriasis patients in 2023. The CRO conducting and managing the studies has extensive experience in conducting trials in inflammatory diseases and will recruit up to 120 subjects at a site in Manchester, UK. '

I liked 1.4m @ 45.0g/t Au

45! pity is was so short... .... signs of very high grade though ....

earlier down7%, now up 2.9%. Have they given someone mate's rates?

Shanghai Gears Up For Mass Covid Tests, More Cities Impose Curbs https://www.asiafinancial.com/shanghai-gears-up-for-mass-covid-tests-more-cities-impose-curbs

The fact that they have £97mn or whatever in cash means they can pay the legal team till they finally win against the gov't, and get a lot of money back.
Still my opinion on this one. Prepared to wait.

OK, thanks

All the European countries returning to ‘dirty’ coal as Russia threatens to turn off the gas tap

https://www.euronews.com/green/2022/06/24/all-the-european-countries-returning-to-dirty-coal-as-russia-threatens-to-turn-off-the-gas

Global spending on coal projects is expected to surge…https://twitter.com/DavidBurton1971/status/1539893855444762625?cxt=HBwWgoC82bDT5t4qAAAA&cn=ZmxleGlibGVfcmVjcw%3D%3D&refsrc=email

According to P&S Intelligence, the Rare Earths market is set to reach $15 billion by 2030 with a CAGR of 9.1%

https://twitter.com/AltonaRareEarth/status/1537720466521083909?cxt=HBwWisCyrb-nitcqAAAA&cn=ZmxleGlibGVfcmVjcw%3D%3D&refsrc=email

https://time.com/6182044/electric-vehicle-battery-lithium-shortage/

sector article:

https://www.npr.org/sections/money/2022/05/03/1096044152/how-palm-oil-prices-are-affecting-the-global-economy?t=1653059981194

at the macro level

India

Now coal stocks are said to be critically low in 108 of its 173 power plants

Https://www.bbc.com/news/world-asia-india-61330302

sector interest: https://www.reuters.com/world/india/shell-buy-indian-renewable-power-platform-155-bln-2022-04-29/

https://www.investorschronicle.co.uk/news/2022/04/25/audioboom-s-platform-is-easily-scalable/

article April 5

“If the demand for coal within the energy complex remains high and if the EU decides to ban imports from Russia, other players with some kind of optionality to be able to fill that gap, players like Thungela, will benefit,” said Lester Davids, an analyst at Unum Capital Ltd.

Https://www.bloomberg.com/news/articles/2022-04-05/top-south-africa-coal-miner-extends-rally-as-eu-eyes-russia-ban

Q: You wrote a paper at the end of 2019 saying demand for lithium would outstrip supply. It looks like lithium prices have started to reflect that. What do you see?

A: In the next two years, even though there will be significant growth in supply, it will be less than demand, so the gap will just continue to grow.

https://www.iol.co.za/motoring/industry-news/lithium-could-replace-chips-as-the-new-motor-industry-bottleneck-6b327ef6-c822-569d-ae84-508355683cf7

Mr Lithium says

Q: You wrote a paper at the end of 2019 saying demand for lithium would outstrip supply. It looks like lithium prices have started to reflect that. What do you see?

A: In the next two years, even though there will be significant growth in supply, it will be less than demand, so the gap will just continue to grow.

https://www.iol.co.za/motoring/industry-news/lithium-could-replace-chips-as-the-new-motor-industry-bottleneck-6b327ef6-c822-569d-ae84-508355683cf7

tweet

Https://www.agriculture.com/news/business/brazil-may-feel-fertilizer-pinch-more-than-us

Https://twitter.com/DavidBurton1971/status/1516680169976647681?cxt=HBwWgsCylYalqowqAAAA&cn=ZmxleGlibGVfcmVjcw%3D%3D&refsrc=email

Would be nice to see GSK accelerate what Sierra failed to do:
Sierra is currently exploring options to obtain the funding or support necessary to advance the future development of SRA737.

CPR due in days
Https://cutt.ly/rFb0YhW