Member Info for AquaeSulis01

The takeover rumours involved Bosch

https://seekingalpha.com/news/3833447-ceres-power-gains-amid-takeover-speculation

...money market funs. There is also £114,117,000 tied up in short term investments

They don't have £200M in cash at the bank; they have £6,601,000 cash at the bank and in hand, £100,847,000 money market funds with the balance of £114,117,000

Toyin, I would bet the house it is not us; it will be phase two of the genesis partnership

https://www.croda.com/en-gb/news/genesis-biosciences-partnership

Well Direcon the expanded agenda for the Croda Webinar does shed a different light on things' from our half year report RNS
"CleanBiotix Pillar (anti-infection)

The area of healthcare acquired infections (HAI) and bacterial resistance remains an area of critical concern for healthcare providers and has been brought into sharp focus through the pandemic. Staphylococcus aureus (SA) is the most common and one of the most aggressive skin pathogens and is one of the major causes of HAI. The Group's SkinBiotix® technology has been shown to have significant capabilities in preventing SA from adhering to and growing on the skin and thus offers a potential route of protection from SA-induced healthcare acquired infections.

As with woundcare and MediBiotix, this is a challenging area both from technology and regulatory perspectives but equally offers significant opportunities. SkinBioTherapeutics continues discussions with several potential partners to work with to develop all aspects of this market channel"

If it is our product then great, if not we have maybe missed the boat

Dire, has there been any funded research at all into this area of the business by skin?

Why would anyone think this is anything to do with skinbiotherapeutics? It would fall under the Cleanbiotic Pillar which is focused on the skin and years away. Suspect this is the product Croda are talking about

https://www.crodahomecare.com/en-gb/product-finder/product/5466-Evogen_1_GP_1_50x

There will certainly be a home for Ceres SOFC's in China and they will no doubt we watching the progress with the SOEC Demonstrator with interest

https://www.bnnbloomberg.ca/china-leading-race-to-make-technology-vital-for-green-hydrogen-1.1821543

At least you recognise the true reason for today's fall rather than a market results leak. Make no mistake though any delay to the weicha cont fact signing will drop the price double digits so is important

Problem is they always do Joy. mol ahead of the game with the research provided but the observation regarding the Apollo website has taken the shine off today's news somewhat

LeCzek, let's hope your predictions are as bad as your Feb 22 Strong Buy recommendation for ITM.

There was a July Trading update which told us exactly what to expect for the coming results and I note todays move is sector wide as ITM down a similar percentage today.

The market awaits news on the Bosch/Weichai/Ceres contract signing, the sp will move significantly up or down depending on whether it is signed in time to start generating revenue this year or not

Suspect the drill team William portable x-ray analysers as samples are logged so no need to await assay results to determine whether to press on with drilling, have asked the question whether this is the case but yet to receive an answer. https://www.portableas.com/xrf/

Martinu,the EOY results RNS explained the strategy was to move away from lots of small partners in favour of fewer bigger partners and contracts but that would mean lumpy revenue streams rather than a steady stream of payments. Basivally, the second half of the year will show a massive improvement on the first half of the year but not enough to meet original predictions for growth. THG certainly won't be ordering SOH's original £1m worth of leanbiome judging by the modest sells to date of its lean impact whey.

2021 Prebiotix sales were £539,819 H1 and £560,181 H2, H1 I suspect contained larger orders from H&B and the Australian Customer to guard against stock outs whilst H2 if you exclude the £200K order for leanbiome and circa £115K for the sweetbiotix annual royalty payment had already reduced to £245k for slimbiome. Throw in the discretionary nature of slimming products and the bad press for H&B regarding the link to a Russian Oligarch through the owning company and you get the result seen this year

In a bear or a bull market a junior mining explorer is not a share for widows and orphans; you will either hit it big time or lose nearly all your money. What we can say is that PJ by putting so much of his own money and reputation on the line at least will be sharing our pain and or ecstasy and you cannot ask for more than that. If you cannot afford to lose the money staked here then take it out, else lube up and keep your fingers crossed. I have been here thick and thin for a few years now and have ridden the roller coaster over 3p and down to less than 1p and l earnt to take the rough with the smooth. There are no safe stocks and most have halved in value from their highs but in terms of short term gain potential this is about as good as it gets.

H&B have now reordered slimbiome. Popped into my local Bath store and the golden syrup porridge is available with a best before date o f Sep 2023 rather than Jan 2023. Order should be worth circa £200k even allowing for a reduction in prior years order size so not insignificant in terms of value. Good luck all LTHs.

mentalmax, you appear to have forgotten that ecr use PortableX-ray fluorescence equipment so they will have a pretty good idea of whether each hole is delivering the hoped for results as soon as the samples are extracted and hence they will not need to await assay results before deciding to push on with further drilling if the results are good.

"In the last thirty years, portable X-ray fluorescence (pXRF) has grown from prototypes to being a key technique for field geochemical analyses, especially for mining and environmental applications. This technology provides real-time or near real-time decision support for operational field decisions (exploration, mining, site remediation or waste management), provides a cost-saving alternative to classical laboratory analysis programs, and deals efficiently with remote or harsh field conditions. The ability to rapidly collect a large number of samples and replicate analyses facilitates acquisition of higher data density compatible with geostatistics. pXRF can be used profitably for sample screening and selection tasks, dynamic sampling plans based on field observations and measurements, grid mapping of a site and determining relative element abundance. In waste management and remediation, pXRF is used to identify unknown waste composition, and verify waste loads before disposal or treatment. In all applications, having robust QA/QC plans and systematic laboratory controls on selected samples are essential for ensuring reliable measurements. The best overall results are usually achieved through a clever combination of field (pXRF) and lab data, with pXRF providing the bulk of the data at low cost, on larger data sets and potentially with better reliability than lab-based campaigns based on a limited number of samples."

Yes they will mental. It is all about proving up the length and depth of the grades previously found

The fact it is a RNS Reach should tell you all you need to know. Interestingly, the same partnership has been signed up for the probiotix side of the business with Probiotic Health where it attracts a full RNS status so obviously seen as more financially significant for them

Yep ye of little faith.
If you look at the section on gold grades over strike it will give you a clue as to the sort of results we are looking for.

https://www.mining.com/web/making-the-grade-understanding-exploration-results/