Member Info for B_Positive

TR1 buyer over at AFP

1. Astrazeneca researching new sciences IPF: https://www.astrazeneca.com/what-science-can-do/topics/disease-understanding/research-idiopathic-pulmonary-fibrosis.html#

2. Dan began his career in commercial roles with pharmaceutical excipients companies including FMC and Dow Corning. At Accelrys Ltd, Dan was responsible for sales across the UK and Southern Europe, leading business development within the emerging nanotechnology, drug delivery and formulation sectors, achieving licensing deals with Johnson & Johnson and AstraZeneca

3. RNS: "Seeking global licensing deals. "

4. RNS: "Ongoing out-licensing discussions and due diligence with both large pharmaceutical and speciality pharma partners."

5. IPF is classified as a rare disease and presents a global commercial market that is forecast to grow to US$6.4bn by 2031.

NFX priced as a bag of peanuts and could easily be worth a few hundred million mcap with a deal or two. Many multiples of the present mcap.

Can see this steadily climing to about 0.5-0.6p range ahead of the big news then either or a few of the following come in soon, such as the EL, JORC MRE upgrde or JV and 1.00p is on.

2.00-3.00p this year why not.

Management meeting the PM in a direct meeting is an absolutely huge moment of validation.

Can you think of another gold junior that gets an audience with the PM?

What does that tell you about where this is going?

Then you have the JV partner opting for a NSR over a cash payment which means they believe this will get into production under ORR or someone else.

Whether the EL comes in a few days, or a week or two away now is the time for me to buy hold and await the rereate.

Close to 2million ounces of gold in the portfolio which is all growing fast and can be millions more quite quickly.

As well as this you have further drill results coming for MBE, every hole has gold and open in all directions.

Further news on the CLP, see the last excellent RNS.

Final EL permit for Bibemi, scheduled for this quarter and now just met with the PM and discussed it...

The Senegal gold joint venture agreement (stated as being in the final stages a few weeks ago).

Then the gold MRE JORC resource upgrade for MBE in due course.

What an exciting time for this company.

Even KEFI once had a low mcap and those that bought at the low mcap made a fortune.

Certianly it's nice to look at how incredibly well KEFI is doing and compare it to others like ORR that are further behind getting to gold production but have a clear runway now and are advancing towards that too.

Here's to some great updates for KEFI this month.

Certainly not kicking rocks, they have 2million ounces in the company now, production licence award due any moment (see meeting with PM of Cameroon last week) and the JV partnere just agreed to a Net Smelter Royatly meaning they are in for production.

Also JORC upgrade and soon 3million gold ounces.

This comparison is not knocking KEFI, I have 2million shares here and think it's going to moon.

But whilst we wait, ORR at a sub £20mcap can be like getting into KEFI at 0.2p.

Tiny mcap can mean big upside.

DYOR of course, just like to discuss the gold junior sector.

Time to take another big chunk before the Astrazeneca updates start rolling in

I imagine if they can land deals with the top US health centre and now a big MSA with Astrazeneca it's not the last of the big deals as well.

Seller out yesterday?

WSBN got to a £70mcap ahead of assays.

So that's about 15x for a WSBN style rise.

Of course I don't think WSBN ever had historically high grade surface sample for both gold and copper like this has.

So confirm excellent grades and this can do a heck of a lot more than 15x.

That's what I want for my investment anyway, good luck with yours!

Case for XTR looks great right now.

AFP African Pioneer as well, see below:

I think it's that people have realise, oh yeah BZT has a £25-30mcap and AFP is £5mcap or there abouts and CB is saying there's a lot coming for AFP and its only just a little behind BZT in terms of development.

Which means for a £5mcap the upside is one of the greatest out of all his companies as it means it could 5-6 bag before it's valued the same as BZT or KEN are currently.

BZT and now AFP to kick on in a big way

AFP:

I think it's that people have realise, oh yeah BZT has a £25-30mcap and this is £5mcap or there abouts and CB is saying there's a lot coming for AFP and its only just a little behind BZT in terms of development.

Which means for a £5mcap the upside is one of the greatest out of all his companies as it means it could 5-6 bag before it's valued the same as BZT or KEN are currently.

As for ORR

MBE: Assays to come (gold in every hole continues?) then shortly after the JORC upgrade, another huge chunk on top of a massive resource which is open in all directions.

ORR at a sub £20mcap with all these various company making aspects at each of the 4 projects due and with 2million or so gold ounces or already, before the JORC increase and JVs presents incredible upside.

Especially as management just had an audience with the PM of Cameroon last week who just backed theproject.

Source 1: https://www.linkedin.com/posts/cameroon-oriole-orioleresources-ugcPost-7465404776445497344-7NZB/?utm_source=social_share_send&utm_medium=member_desktop_web&rcm=ACoAAARTSG0BFlF601xKijAOAM8Dcf9K2SN7alM

Source 2: https://www.linkedin.com/posts/orr-gold-mining-ugcPost-7465797123972988928-9kxt/?utm_source=social_share_send&utm_medium=android_app&rcm=ACoAAARTSG0BFlF601xKijAOAM8Dcf9K2SN7alM&utm_campaign=copy_link

Management has just met the PM and other top officials.

Project backing and validation from the absolute highest level.

Huh? It's right on the companies Linkedin Page, with a photo and video.

Source 1: https://www.linkedin.com/posts/cameroon-oriole-orioleresources-ugcPost-7465404776445497344-7NZB/?utm_source=social_share_send&utm_medium=member_desktop_web&rcm=ACoAAARTSG0BFlF601xKijAOAM8Dcf9K2SN7alM

Source 2: https://www.linkedin.com/posts/orr-gold-mining-ugcPost-7465797123972988928-9kxt/?utm_source=social_share_send&utm_medium=android_app&rcm=ACoAAARTSG0BFlF601xKijAOAM8Dcf9K2SN7alM&utm_campaign=copy_link

Management has just met the PM and other top officials.

Project backing and validation from the absolute highest level.

Find another gold junior resource that gets this kind of audience. What an opp.

Any day anyone of the anticipated news items across the 4 main projects can drop.

WSBN got to £70mcap with no gold ounces.

OMI trades at £100mcap with considerably less gold than ORR.

KEFI in Ethiopia commands a £160mcap right now.

ORR at a sub £20mcap with all these various company making aspects at each of the 4 projects and with 2million or so gold ounces or already, before the JORC increase and JVs presents the highest upside for me, by a huge margin.

I think it's that people have realise, oh yeah BZT has a £25-30mcap and this is £5mcap or there abouts and CB is saying there's a lot coming for AFP and its only just a little behind BZT in terms of development.

Which means for a £5mcap the upside is one of the greatest out of all his companies as it means it could 5-6 bag before it's valued the same as BZT or KEN are currently.

MBE: Assays to come (gold in every hole continues?) then shortly after the JORC upgrade, another huge chunk on top of a massive resource which is open in all directions.

Bibemi: Met test results, EL, JV finalisation

Eastern CLP: Confirm its another MBE (early signs say yes) and project level JV

Senala: JV being worked and in final stages for sign off and then work commences

Get the total company gold ounces onwards to 3million next.

Sold the dud for a 6% loss (win some lose some), tried to add 3.3m just before market close and couldn't get a buy quote due to a lack of shares being offered. Tried FOK which also didn't go through. So tomorrow it is. Hopefully no RNS in the AM so can still get them below 0.4.

BIKWIK I'm looking forward to your views.

I agreed with your assessment yesterday evening that just on fundamentals we can be seeing a share price around the 2.00p level this year.

There are multiples catalysts progressing in the background that can drive it there in due course. Plus at the macro gold remains over $4,000 per oz with signs of a move up again, against an AISC of around $1,300 here and the JV partner in for production, as they agreed to a net smelter royalty over cash!!!

What a gift sub 2p

Time to sell out a dud I've been holding for far too longand stick it in here before lift off. I fancy this big time whilst it's valued at just $20 per oz of gold. Huge correction due even before the big news drops.

Shortsighted selling when there's now considerable Astrazeneca RNS releases coming.

EL drops and we can tear through the 0.67p 12 month high share price.