Member Info for Badsterman

Https://www.theguardian.com/society/2023/oct/16/new-prostate-cancer-treatment-may-be-on-the-horizon-say-scientists

"They were given a combination of AZD5069, an experimental drug that prevents white blood cells from being dragged inside tumours, and enzalutamide, a hormone therapy commonly used to treat prostate cancer.

Of 21 patients who could be evaluated, five (24%) showed evidence of their tumours responding to the combination, the ICR reported.

Their tumours shrunk by more than 30%, they experienced “dramatic decreases” in circulating levels of prostate specific antigen (PSA), a marker often elevated by cancer, or their blood levels of circulating tumour cells dropped, it said."

I belive VAL201 had better results, albeit in a smaller cohort of patients.

Looks like they've adjusted the benefit to 40% salt reduction.

(I'm certain it was previously 50%).

For non-subscribers;

"Under pressure from the health ministry, the salt content in the city’s baguettes was cut from 1.5g per 100g of bread to 1.4g. It seems that the morning baguette currently accounts for 18% of the average French adult’s salt intake of 7.7g a day, which is somewhat distant from the World Health Organization’s recommended 5g, and so – zut, alors! – things had to change. Needless to say, some people are unhappy about this. Bakers, who have already cut the salt content of their baguettes (by 20% since 2015), believe the taste of the bread may suffer, and so do some customers. The word “insipid” has been uttered."

Https://www.theguardian.com/food/2023/oct/14/the-french-are-having-a-tiff-about-salt-in-baguettes-and-i-totally-understand-why

Anyone know of a solution?

Indeed Baf,

Lolly persists with a Soda-Lo comparison, a discontinued product that reduced daily salt intake by around 10%.

Microsalt is real salt and hits 50% sodium reduction without compromising taste. It adheres like salt and they've orders for multiple applications in the food industry.

It's beyond me as to why Lolly persists with history lessons unless, as you point out, he is a shorter.

Lolly,

Your investment analysis consists entirely of history lessons, hindsight (a wonderful thing) and the use of a discarded, poor quality comparison product from four years ago. Don't you even consider that BELL (the first to float) has now secured contracts and a royalty agreement in a major jurisdiction (China), therefore has enormous potential?

I've suggested LUCY needs a CEO change and that they should be focused on sales instead of endless product developments. Given that, they still have agreements with Nautica and Reebok lined up for 2024.

Microsalt have issued a prospectus detailing corporate interest in the product and the requirement for a manufacturing facility.

Does your investment strategy ever consider future potential, or is your entire rationale an "I told you so" style of research?

(Apologies - I mean 10-Q, obviously!).

Well Top, the LUCY quarterly 10-k filing is due early in November.

I wonder how many units they've sold?

I doubt we'll see any figures for Reebok or Nautica until after the 180 days are up.

If the 10-k numbers are weak then LUCY could really hit the rocks.

The problem is Harrison Gross.

BELL have Bob Rauker, Microsalt have Rick Guiney and Guident with Harald Braun - all industry veterans in their respective fields.

There is no room for nepotism in business, LUCY need an experienced hand on the tiller.

I'm not too worried, BELL have contracts and now the the cash to deliver products.

A slight sniff of a Covid resurgence (excuse the pun) in China could really set BELL alight.

I don't expect all the portfolio companies to be a success, but I think LUCY really have an opportunity with the right leadership.

I'm holding.

LUCY need to up their game, they've been issued a Nasdaq non-compliance notice:

"If a company trades for 30 consecutive business days below the $1.00 minimum closing bid price requirement, Nasdaq will send a deficiency notice to the company, advising that it has been afforded a "compliance period" of 180 calendar days to regain compliance with the applicable requirements."

Personally, I'd like to see a new CEO appointed, with a track record in the optical industry.

Fair enough Potnak, timelines are all guesswork.

Personally, I would like to see an ambitious, punchy presentation that really sells what Sareum have.

The days of the monotone discourses should be over.

We'll find out soon enough!

Regards.

Come on Potnak, show some enthusiasm. 😁

Sareum's stated aim is to "develop programmes to late preclinical, or early clinical, stages before licensing or partnering".

The SP's ticking up, it's time to start the sales pitch.

A big day tomorrow,

A new challenge for the BOD - an investor presentation as a clinical stage pharma (737 aside). Are they gonna be selling it, or just sticking to the script?

There are bound to be some big boys watching, including me. 😀

No equipment failures please....ohh and check the chairs for squeaks. ✔️

Can't wait!! 👍

Very odd, this share.

If the SP decline continues KZG could potentially have more free cash than MCAP (assuming Xinjian pay up). This ignores any of the diamonds and mining assets.

A big investor saw fit to pay 1.5p, yet here we sit at 0.6p

Then a singular Heavy Mineral Sands RNS is issued in almost a "holding statement" style.

My suspicion is major problems with the Xinjian deal, hence the radio silence. Perhaps the tantalum grades aren't as good as Xinjian were led to believe.

An update from Dennis would be helpful.

Happy to be corrected Lolly,

Isn't the adherence quality of Microsalt it's USP? Thus it can be used in multiple applications (eg snacks etc) rather than simply as a food additive?

It's 100 times smaller than a regular salt crystal and the Microsalt technology is patented, which means it must differ from any existing product/process.

Why would several major manufacturers be interested (see IPO prospectus) if Microsalt was simply a copy of the available Soda-Lo option?

Regards.

Indeed Aber,

80p seems to be holding and I've added more.

I'm certain the presentation will contain some very positive statements. The 9th Oct will be just over 30 days since the Director buys.

I'm particularly interested to see if they've had any early biomarker data from the trial and the direction that 1802 might take.

Exciting times, at last!!

GLA

"In subsequent periods, Tekcapital intends to invest in Generative AI startups spun-out of universities that have the near-term potential to increase the productivity of existing specific businesses".

Two advisers hired, ex Google and Apple.

An exciting development.

Thanks Tivman, a very positive listen.

Top five auto manufacturer impressed with test results.

More developments, active damping, road mapping and conditions monitor.

Could be adapted for e-bikes, motor bikes and other vehicles.

Harald hopes to have the IP licenced, or some kind of deal, within twelve months.

Plus, I note a 32k buy from yesterday morning just appeared

GLA. 👍

Elie Dangoor. 👍

https://www.londonstockexchange.com/news-article/TEK/notification-of-major-holdings/16123293