Member Info for AquaeSulis01

Drilling undertaken so far is on EL6184 (Northern end of DMS) , ecr have been granted a licence for EL6907 (towards Southern end of DMS) for which no work has been undertaken yet, and right in the middle of the two owned licences sits EL6713 for which we await exploration authorisation and I think is the clincher for ecr as it will provide a circa 15 km continuous length of the DMS

A strong dollar is a headwind not a tailwind, check out table 17 in the Results RNS

Strange to see the share price fall today on the back of ye another cancer drug achieving FDA approcal and the strengthening of the pound v dollar on the back of US CPI data better than expected, which will of course reduce FX headwind impact on future profits

Legalwolf "Are we primarily investing into a company and its projects, or mainly investing into an individual? the answer is both. If you compare the portfolio here when it was African Battery Metals and PJ first came onboard to what is held now, you will realise that POW is PJ as he has built the company bottom-up.

Lot of interest in prebiotic fibre impact on gut health but Opti does need to get its sweetbiotix product out there sooner rather than later as the opposition is catching up fast

"Portfolio expansion

· In April, we acquired Nutriati, an ingredient technology business developing and producing chickpea protein and flour, expanding our capability to offer customers sustainable, plant-based solutions. We have seen strong revenue growth and customer interest for both product lines.

· In June, we completed the acquisition of Quantum Hi-Tech (Guangdong) Biological Co., Ltd (Quantum), a leading prebiotic dietary fibre business in China for a total consideration of US$238 million. Quantum has a high-quality portfolio of fructo-oligosaccharides (FOS) and galacto-oligosaccharides (GOS), and the acquisition strengthens our fortification platform and our position as a leading global player in the fast-growing dietary fibres market. The integration of Quantum is on track and, despite some challenges with Covid-19 related lockdowns in China, the business is performing well.



Accelerate innovation

· New Product revenue grew by 19% with the fortification platform up 79% driven by high demand for fibre solutions and the Quantum acquisition. Revenue from our mouthfeel platform was 10% higher reflecting customer demand for innovation, cleaner labels and cost optimsation. Revenue from the sweetener platform was 1% higher reflecting capacity constraints, especially in stevia.

· We extended our scientific partnership with APC Microbiome Ireland through a new two-year research project to increase understanding of how dietary fibres can impact the functioning of the gut microbiome. In August, we announced a jointly filed international patent application for a synbiotic fibre technology that has shown positive preliminary results in improving metabolic health."

Be handy to know what impact the recent google ad has had on Axis orders; Toyin/Bel any very recent orders placed?

Roger, PJ stated batch samples of the core were being dispatched for assay results on an ongoing basis; i.e. not waiting until all the core had been processed so some batches may well have been sent already

1st Assay results took just over 9 weeks to be returned for Tati and the results look good. 9 weeks from the start of the Molopo Farm drill start on 21st Sept will take us to circa 23rd November so not too long to wait

As ITVs Market Cap is currently £2.76 b in total, that will be a yes then

LONDON, Oct 17 (Reuters) - Shares in ITV (ITV.L) jumped 7% in early deals on Monday, lifted by a Financial Times report that it is considering selling a stake its production arm ITV Studios.

Britain's biggest free-to-air commercial broadcaster has recently fielded expressions of interest in ITV Studios, the report said citing people familiar with the discussions.

ITV Studios makes programmes such as "Love Island" and "Coronation Street" and is one of the largest producers in Europe. Some analysts say the business could be worth more than its parent company's 2.5 billion pound ($2.82 billion) market capitalisation.
https://www.reuters.com/business/media-telecom/itv-shares-jump-reports-it-could-sell-stake-production-arm-2022-10-17/

..and H&L Analyst comments:
Last we heard, ITV expected its Total Advertising Revenue (TAR) to fall 9% in July and 18% in August compared to the previous year. This was broadly in-line with expectations and partly reflects tough comparisons with last year when the group broadcast the Euros. Next week we’ll find out if those predictions rang true. We are slightly concerned that TAR, or projected TAR, will be weaker than expected because of the ongoing economic uncertainty.
We’ll also have a close eye on ITV’s Studios business, which makes and distributes shows in the UK and abroad. We view this as an attractive growth area, but we’d like a bit more detail on the group’s content budget. The highly expensive nature of making hit-content means we think costs may increase. We’ll also be interested to see if the group’s on track for its medium-term target of 3% annual growth in Studios. Rumours are spreading that ITV Studios, or parts of it, could be sold. Any news on this is likely to evoke a strong reaction from the market.

Not great news on the H&B front; just received my online supply of 8 boxes porridge with slimbiome at just £4.49 per box, and the best before end date is still Jan 2023 so still haven't used up last years order!

Understand the nerves with the twin headwinds of the China Lockdown and weak Euro still in play, however, arguably those headwinds are already priced in whilst if the strategy improvements promised to impact this year have been delivered, then tomorrow could well bring some welcome good news. "Orthopaedics continues to be held back by execution and supply chain challenges. In the last three months, I have reviewed the business and, together with the team, we have developed a comprehensive plan to drive better execution at pace.



"Our focus is on delivering our transformational strategy. We will drive operational benefits in Orthopaedics, as soon as this year, and build on our strong positions in Advanced Wound Management and Sports Medicine & ENT. I am confident in our ability to transform Smith+Nephew into a structurally higher-growth business delivering greater value for all our stakeholders."

Now back on page 1 using google chrome, suspect using the tag World Psoriasis Day 2022 has a lot to do with it plus the Website has been revamped and figures the words "Do you suffer from a sensitive skin condition like Psoriasis?" which will help with search engines linking to "psoriasis"

Well it is on my Android with Google chrome Disc o, but a lot further down the search now ha if just retried

Still there oh Google chrome Clio

Very good news, put "psoriasis treatment" into the google search engine and axisbiotix not only appears but on the very important first search page; well done Stuart and the team

Suspect Toyin is spot on there Clio. After all, we were also told the UK order numbers were split by Area Code and hence sales progress couldn't be correlated by tracking Order numbers which doesn't appear to be the case

Texas posted his figures back in June on this BB and a friend of mine placed two separate orders in September and October

Using the figure in my previous post would suggest that the average of £9375 per month sales for the first 8 months (£75000/8) has increased over the last 4 months to £23,500 per month which would give total revenues of £169k to Mid Oct 22. This is reinforced by the increase in order numbers where:
order number 1133 29/10/21 Austin Texas
order number 1573 18/02/22 Austin Texas
order number 1780 15/04/22 Austin Texas
order number 2208 10/06/22Austin Texas
order number 3396 end Sep 22 Mike
order number 3602 Oct 17th 22 Mike
the first 8 months generated 1208 orders whilst the subsequent 4 months following the influencer programme has already bettered the previous 8 months by 186 orders.

2600 individual orders (if memory serves the order numbers started at 1000) but probably at an av nearer £64.99 per order as regular subscribers will buy 2 months at a time at the preferential discounted subscription amount whilst new Customers will either try 1 months worth at the non-subscription rate of £39.99 for one month or 2 months non-subscription at £74.99 until they see the results for themselves