Member Info for B_Positive

Ongoing out-licensing discussions and due diligence with both large pharmaceutical and speciality pharma partners, and to further advance the NXP002 programme

Who do we think this is?

Perhaps they are going to announce something very shortly going by this buying.

NXP002 £52.8m broker value before the licencing deal is 2p a share.

£1m in cash, 5x the usual amount which is 20% of the entire market cap in cash.

Pharma licence deal with large pharma and specialist pharma well advanced and anticipated.

Dr Dan Gooding, Executive Director, Nuformix, said: "We are delighted to receive confirmation that Orphan Drug Designation has been granted by the FDA for our NXP002 programme in IPF, a high-mortality rare disease, in urgent need of new treatments. The granting of ODD in the United States, alongside the European EMA ODD granted in April 2025, will be valuable for the potential future licensing partners we are in discussions with and I look forward to providing further updates in due course."

Wonder if the mms have caught wind of an RNS.

Goldie

The mcap here is just under £5m vs broker which values NXP002 £52.8m

That's about 2.00p+ a share just for the value of NPX002.

So slap on a licencing deal on top I am looking for about 3.00-5.00p with a deal underpinning NPX002 value under NFX.

We dont need all studies to complete before a out licence deal.

As weeks go on we are touch closer to these results & a big deal.

The mcap here is just under £5m vs broker which values NXP002 £52.8m

The FDA ODD news a few weeks ago imo is the key news to get deal done!

We are closer now than any stage before and can buy at below £5m mcap

🟡 Low-quality / early deal

Small upfront, niche partner

👉 1.00p+

🟢 Decent licensing deal (most realistic “bull case”)

Meaningful upfront + milestones

👉 2.00p+

🔵 Strong deal with credible pharma

Validates platform + multiple assets

👉 5.00p+

🟣 Extreme bull case (rare)

Large upfront + clear path to market

👉 10.00p+ (multi-bagger)

Https://www.linkedin.com/feed/update/urn:li:activity:7447555604400738305

Post liked by Dan Gooding yesterday:

JEITO has closed its Fund II at a record-breaking €1 billion+.

Jeito Capital, a Paris-based private equity firm with over €1.6 billion in assets under management after closing its record $1.2 billion Jeito II fund in April 2026, could help Nuformix by providing substantial growth capital (up to €150 million per company), hands-on operational expertise, and strategic acceleration to advance its preclinical inhaled NXP002 program in IPF and PPF toward clinical development and eventual licensing or commercialization.

With a strong track record in European biopharma, including investments in inhaled respiratory therapies via Pulmocide (supporting large Series C rounds for clinical progress, manufacturing, and pre-commercial activities) and organ fibrosis programs through Alentis Therapeutics (targeting lung fibrosis among others), Jeito offers a clear thematic fit for Nuformix’s differentiated inhaled tranilast formulation.

Beyond funding additional preclinical work to bolster ongoing out-licensing talks, Jeito’s team could assist with regulatory navigation (leveraging recent US/EU Orphan Drug Designations), trial design, inhaled manufacturing scale-up, and connections to Big Pharma partners like United Therapeutics, helping de-risk the asset and speed patient access in Europe and the US.

Note that Jeito typically backs clinical-stage assets, so involvement with Nuformix’s current preclinical stage would likely require more data or a creative early structure.

CDL 200% from here only takes it to about the recent high.

From a market cap perspective 1.45p doesn't reflect the true value of world class gold assets. Far from it.

12 month high of 1.45p to beat.

All time high of aorund 10.00p to beat.

CDLs gold assets borders the following in Australia and are literally a stones throw away.

Vault Minerals on the ASX / Ticker: VAU. Market Cap = $5BILLION. Search them up.

Northern Star Resources / Ticker: NST. Market Cap = $ $33BILLION. Search them up.

Darlot West Gold Project

From a very recent RNS:

*The Company believes there is very significant potential for this project to host significant gold mineralisation similar to that found at the Darlot Gold Mine (Vault Minerals ASX:VAU), located only 10km to the northeast and Northern Star's ( ASX:NST) Thunderbox Gold Mine 20km to the southeast. (Figure 1).

Then Crofton:

Crofton

*Initial sampling work was focused on areas of historically reported gold mineralisation where grades of up to 253 g/t Au have been historically reported. This work confirmed historical grades, with 15 samples >1 g/t and up to 162.25 g/t Au.

Those are also world class grades.

All the infastructure for gold mines are in place and the processing is there too.

CDL at 50p a share would only be at a $1bil market cap. A fraction of either.

I genuinely think this can do a 0.5 > 50p move as the drilling starts and unravels these world class assets.

Like I said even at 50p a share it would be trading at a tiny fraction of the companies this borders.

So much coming near-term

Firstly I suspect the TR1 holder is continuing to add given the regular rounded buying going on which was the same as before he declared his 6% position and we await confirmation.

We have drill results due from the step out drilling campaign this quarter and updates on progress

We have the webinar next week.

The Exploitation licence due this quarter.

Managem JV sounds very close to a tasty update going by this:

With regard to Senala, our 40%-owned licence in Senegal, managed by our partner, Managem, the long-awaited, joint-venture agreement is inching its way to completion. I am hopeful that it will be finally agreed and signed soon, with a work programme due to commence immediately after the agreement is executed. This licence sits within a highly endowed gold region of Senegal and we have seen some very nice grades from drilling undertaken in previous years.

A further JORC resource upgrade to MBE late Q2 / early Q3.

Company now has over 1.5million ounces of gold which is straggering.

Worth $7.2BILLION

Nope, I was accused of that in two stocks which proved to be false.

In JAN I was saying from 0.6p that it could see 3p and over. It went to hit 3p and I did slice a chunk at 360% whilst retaining a position. It continues to trade well above the levels I was speaking highly about it from.

In UFO I was saying from 0.07p that it could see a huge move and it did to 0.3p which is again over 300%. It continues to trade well above the levels I was speaking highly about it from.

CDL 200% from here only takes it to about the recent high.

From a market cap perspective 1.45p doesn't reflect the true value of world class gold assets. Far from it.

12 month high of 1.45p to beat.

All time high of aorund 10.00p to beat.

CDLs gold assets borders the following in Australia and are literally a stones throw away.

Vault Minerals on the ASX / Ticker: VAU. Market Cap = $5BILLION. Search them up.

Northern Star Resources / Ticker: NST. Market Cap = $ $33BILLION. Search them up.

Darlot West Gold Project

From a very recent RNS:

*The Company believes there is very significant potential for this project to host significant gold mineralisation similar to that found at the Darlot Gold Mine (Vault Minerals ASX:VAU), located only 10km to the northeast and Northern Star's ( ASX:NST) Thunderbox Gold Mine 20km to the southeast. (Figure 1).

Then Crofton:

Crofton

*Initial sampling work was focused on areas of historically reported gold mineralisation where grades of up to 253 g/t Au have been historically reported. This work confirmed historical grades, with 15 samples >1 g/t and up to 162.25 g/t Au.

Those are also world class grades.

All the infastructure for gold mines are in place and the processing is there too.

CDL at 50p a share would only be at a $1bil market cap. A fraction of either.

I genuinely think this can do a 0.5 > 50p move as the drilling starts and unravels these world class assets.

Like I said even at 50p a share it would be trading at a tiny fraction of the companies this borders.

Weird the WCS price dropped

Not slicing until this is at least 10p (which it has hit before just 2-3 years ago).

12 month high of 1.45p to beat.

All time high of aorund 10.00p to beat.

CDLs gold assets borders the following in Australia and are literally a stones throw away.

Vault Minerals on the ASX / Ticker: VAU. Market Cap = $5BILLION. Search them up.

Northern Star Resources / Ticker: NST. Market Cap = $ $33BILLION. Search them up.

Darlot West Gold Project

From a very recent RNS:

*The Company believes there is very significant potential for this project to host significant gold mineralisation similar to that found at the Darlot Gold Mine (Vault Minerals ASX:VAU), located only 10km to the northeast and Northern Star's ( ASX:NST) Thunderbox Gold Mine 20km to the southeast. (Figure 1).

Then Crofton:

Crofton

*Initial sampling work was focused on areas of historically reported gold mineralisation where grades of up to 253 g/t Au have been historically reported. This work confirmed historical grades, with 15 samples >1 g/t and up to 162.25 g/t Au.

Those are also world class grades.

All the infastructure for gold mines are in place and the processing is there too.

CDL at 50p a share would only be at a $1bil market cap. A fraction of either.

I genuinely think this can do a 0.5 > 50p move as the drilling starts and unravels these world class assets.

Like I said even at 50p a share it would be trading at a tiny fraction of the companies this borders.

Not slicing until this is at least 10p (which it has hit before)

CDLs gold assets borders the following in Australia:

Vault Minerals on the ASX / Ticker: VAU. Market Cap = $5BILLION. Search them up.

Northern Star Resources / Ticker: NST. Market Cap = $ $33BILLION. Search them up.

The company is officially saying this:

Darlot West Gold Project

From a very recent RNS:

*The Company believes there is very significant potential for this project to host significant gold mineralisation similar to that found at the Darlot Gold Mine (Vault Minerals ASX:VAU), located only 10km to the northeast and Northern Star's ( ASX:NST) Thunderbox Gold Mine 20km to the southeast. (Figure 1).

Then Crofton:

Crofton

*Initial sampling work was focused on areas of historically reported gold mineralisation where grades of up to 253 g/t Au have been historically reported. This work confirmed historical grades, with 15 samples >1 g/t and up to 162.25 g/t Au.

Those are also world class grades.

All the infastructure for gold mines are in place and the processing is there too.

CDL at 50p a share would only be at a $1bil market cap. A fraction of either.

Not slicing until this is at least 10p (which it has hit before)

CDLs gold assets borders the following in Australia:

Vault Minerals on the ASX / Ticker: VAU. Market Cap = $5BILLION. Search them up.

Northern Star Resources / Ticker: NST. Market Cap = $ $33BILLION. Search them up.

The company is officially saying this:

Darlot West Gold Project

From a very recent RNS:

*The Company believes there is very significant potential for this project to host significant gold mineralisation similar to that found at the Darlot Gold Mine (Vault Minerals ASX:VAU), located only 10km to the northeast and Northern Star's ( ASX:NST) Thunderbox Gold Mine 20km to the southeast. (Figure 1).

Then Crofton:

Crofton

*Initial sampling work was focused on areas of historically reported gold mineralisation where grades of up to 253 g/t Au have been historically reported. This work confirmed historical grades, with 15 samples >1 g/t and up to 162.25 g/t Au.

Those are also world class grades.

All the infastructure for gold mines are in place and the processing is there too.

CDL at 50p a share would only be at a $1bil market cap. A fraction of either.

Given the summary below, wake me up when it's 10p.

Which CDL has hit before actually.

First the 12 month high of 1.5p to smash.

CDLs gold assets borders the following in Australia:

Vault Minerals on the ASX / Ticker: VAU. Market Cap = $5BILLION. Search them up.

Northern Star Resources / Ticker: NST. Market Cap = $ $33BILLION. Search them up.

The company is officially saying this:

Darlot West Gold Project

*The Company believes there is very significant potential for this project to host significant gold mineralisation similar to that found at the Darlot Gold Mine (Vault Minerals ASX:VAU), located only 10km to the northeast and Northern Star's ( ASX:NST) Thunderbox Gold Mine 20km to the southeast. (Figure 1).

Then Crofton:

Crofton

*Initial sampling work was focused on areas of historically reported gold mineralisation where grades of up to 253 g/t Au have been historically reported. This work confirmed historical grades, with 15 samples >1 g/t and up to 162.25 g/t Au.

Those are also world class grades.

All the infastructure for gold mines are in place and the processing is there too.

CDL at 50p a share would only be at a $1bil market cap. A fraction of either.

So in summary and to keep it short given the declining attention spans in the modern era.

CDLs gold assets borders the following in Australia:

Vault Minerals on the ASX / Ticker: VAU. Market Cap = $5BILLION. Search them up.

Northern Star Resources / Ticker: NST. Market Cap = $ $33BILLION. Search them up.

The company is officially saying this:

Darlot West Gold Project

From a very recent RNS:

*The Company believes there is very significant potential for this project to host significant gold mineralisation similar to that found at the Darlot Gold Mine (Vault Minerals ASX:VAU), located only 10km to the northeast and Northern Star's ( ASX:NST) Thunderbox Gold Mine 20km to the southeast. (Figure 1).

Then Crofton:

Crofton

*Initial sampling work was focused on areas of historically reported gold mineralisation where grades of up to 253 g/t Au have been historically reported. This work confirmed historical grades, with 15 samples >1 g/t and up to 162.25 g/t Au.

Those are also world class grades.

All the infastructure for gold mines are in place and the processing is there too.

CDL at 50p a share would only be at a $1bil market cap. A fraction of either.

Hi newbies read this to see how ridiculous the current mcap here

CDLs assets border TWO multi-billion dollar gold mines...

CDL at 50p a share would only be at a $1bil market cap. A fraction of either.

WSBN hit £60m with no assays and has nowhere near the grades this has. Nor does it has 2 major projects.

Company is saying the geology is showing the same game gold system as both the nearby multi billion gold assets.

Darlot West Gold Project

*The Company believes there is very significant potential for this project to host significant gold mineralisation similar to that found at the Darlot Gold Mine (Vault Minerals ASX:VAU), located only 10km to the northeast and Northern Star's ( ASX:NST) Thunderbox Gold Mine 20km to the southeast. (Figure 1).

*Evidence of mineralisation proximal to these targets are the numerous shallow historical gold workings where sampling carried out by the Company returned assays of up to 65.75 g/t Au (reported on 24th October 2025).

*A prospect-scale UFF survey has been completed in proximity to and along strike from recent high-grade rock chip results, where eleven samples assayed over 10 g/t Au and up to 65.75 g/t Au, with the aim of delineating areas where mineralised structures extend under cover. Results from this program are expected in 2-3 weeks, with follow-up surveys across the wider project to commence once these results have been received.

Crofton

*Initial sampling work was focused on areas of historically reported gold mineralisation where grades of up to 253 g/t Au have been historically reported. This work confirmed historical grades, with 15 samples >1 g/t and up to 162.25 g/t Au.

* At Crofton, our upcoming work is designed to define a pipeline of drill ready gold targets to support our second half of 2026 drilling campaign that will underpin our second half of 2026 drilling programme. Together, these projects provide a balance of both near term catalysts and longer term potential.

Absolutely stunning grades and gold assets about to be unlocked.

VAU Market Cap = $4BILLION.

NST market Cap = $ $27BILLION.

Holding for fking gold buying into this at just £10mil peanuts capitalisation with TWO massive assets with ridiculous grades already confirmed at both.

So do we think Bezant and AFP will link up in some form due to the many crossovers between the management and projects?

I honestly feel with how this is positioned that's what will happen.

Hi newbies read this to see how ridiculous the current mcap here

CDLs assets border TWO multi-billion dollar gold mines...

CDL at 50p a share would only be at a $1bil market cap. A fraction of either.

WSBN hit £60m with no assays and has nowhere near the grades this has. Nor does it has 2 major projects.

Company is saying the geology is showing the same game gold system as both the nearby multi billion gold assets.

Darlot West Gold Project

*The Company believes there is very significant potential for this project to host significant gold mineralisation similar to that found at the Darlot Gold Mine (Vault Minerals ASX:VAU), located only 10km to the northeast and Northern Star's ( ASX:NST) Thunderbox Gold Mine 20km to the southeast. (Figure 1).

*Evidence of mineralisation proximal to these targets are the numerous shallow historical gold workings where sampling carried out by the Company returned assays of up to 65.75 g/t Au (reported on 24th October 2025).

*A prospect-scale UFF survey has been completed in proximity to and along strike from recent high-grade rock chip results, where eleven samples assayed over 10 g/t Au and up to 65.75 g/t Au, with the aim of delineating areas where mineralised structures extend under cover. Results from this program are expected in 2-3 weeks, with follow-up surveys across the wider project to commence once these results have been received.

Crofton

*Initial sampling work was focused on areas of historically reported gold mineralisation where grades of up to 253 g/t Au have been historically reported. This work confirmed historical grades, with 15 samples >1 g/t and up to 162.25 g/t Au.

* At Crofton, our upcoming work is designed to define a pipeline of drill ready gold targets to support our second half of 2026 drilling campaign that will underpin our second half of 2026 drilling programme. Together, these projects provide a balance of both near term catalysts and longer term potential.

Absolutely stunning grades and gold assets about to be unlocked.

VAU Market Cap = $4BILLION.

NST market Cap = $ $27BILLION.

Holding for fking gold buying into this at just £10mil peanuts capitalisation with TWO massive assets with ridiculous grades already confirmed at both.

12 month high about 1.45p, watch it smash that in this move up.

Read below to see how ridiculous this mcap is.

Hi newbies read this to see how ridiculous the current mcap here

CDLs assets border TWO multi-billion dollar gold mines...

CDL at 50p a share would only be at a $1bil market cap. A fraction of either.

WSBN hit £60m with no assays and has nowhere near the grades this has. Nor does it has 2 major projects.

Company is saying the geology is showing the same game gold system as both the nearby multi billion gold assets.

Darlot West Gold Project

*The Company believes there is very significant potential for this project to host significant gold mineralisation similar to that found at the Darlot Gold Mine (Vault Minerals ASX:VAU), located only 10km to the northeast and Northern Star's ( ASX:NST) Thunderbox Gold Mine 20km to the southeast. (Figure 1).

*Evidence of mineralisation proximal to these targets are the numerous shallow historical gold workings where sampling carried out by the Company returned assays of up to 65.75 g/t Au (reported on 24th October 2025).

*A prospect-scale UFF survey has been completed in proximity to and along strike from recent high-grade rock chip results, where eleven samples assayed over 10 g/t Au and up to 65.75 g/t Au, with the aim of delineating areas where mineralised structures extend under cover. Results from this program are expected in 2-3 weeks, with follow-up surveys across the wider project to commence once these results have been received.

Crofton

*Initial sampling work was focused on areas of historically reported gold mineralisation where grades of up to 253 g/t Au have been historically reported. This work confirmed historical grades, with 15 samples >1 g/t and up to 162.25 g/t Au.

* At Crofton, our upcoming work is designed to define a pipeline of drill ready gold targets to support our second half of 2026 drilling campaign that will underpin our second half of 2026 drilling programme. Together, these projects provide a balance of both near term catalysts and longer term potential.

Absolutely stunning grades and gold assets about to be unlocked.

VAU Market Cap = $4BILLION.

NST market Cap = $ $27BILLION.

Holding for fking gold buying into this at just £10mil peanuts capitalisation with TWO massive assets with ridiculous grades already confirmed at both.