Member Info for baggytrousers

Looks like they've invested a bit of cash into the new marketing video. Reminds me of similar stuff that AVCT were putting together when they were seeking commercial partners.

New website definitely a good improvement on the last one. What do we all think?

Agreed. The more they are out and about at these kind of things the better. Can only help increase visibility longer term and means they're networking with the right people.

I know what you mean. If they want to communicate better with the investment community they should use the RNS-Reach (RNS-R) service which is for news outside of regulatory interest. That would give them a much wider audience than posting news in a hard to find area of their website.

Maybe they should redo their homepage so the news is frontpage if they are likely to keep up with the updates. That would also increase discoverability on search engines. Small beans I know, but every little helps.

All the recent news posted on their website and twitter feed does point towards they are putting themselves in the shop window which I think has upsides and a downside. The upside being that more commercial partners are obviously welcome... the downside being that if they feel the need to be doing such PR in order to attract commercial partners then maybe it is the case that we are a little thin on the ground as to where they possibly feel they should be.
It is notable that the company are no longer putting any timescales on where they think milestone payments are possible as was previously the case when the generics division was still going. I'm happy to sit and wait here. The Moderna IPO shows the potential with mRNA so let's see where Nigel gets us to by end of 2019...

New news item posted on N4P website 29 March: https://www.n4pharma.com/news/catching-cambridge

IMO 11p is the least you should be looking for by end of Q2. DYOR of course. Can anyone remember how long it took Talaxis to pay up last time? If you read various Talaxis representative's profiles on LinkedIn they actually refer to Songwe as 'their' mine so for me that tells you a lot about what you need to know in that they are committed to this long term.

There are some fun and games going on with long term holders and warrants I believe but over the course of time this will get sorted and the SP will rise accordingly.

Good luck. You will do well here. I have zero doubt this is going to be one of AIM's success stories in the coming 12-24 mths. Short term upside is only the start of the rerate here.

surprised none of you have mentioned these... maybe take a look? :)

I'm waiting for it to drop below 1p to top up. current purchases were at 2.65, 1.65, and 1.25 for clarity.

I think it's obvious the share has shorts out on it still. Mick has pretty much confirmed this in past interviews on ProActive that this is the case when he mentions offers of money from institutions. At the moment they are certainly winning but hopefully we end up getting that bombshell RNS to blow them out the water!

3 new items added in the 'Other News' section here:

https://www.n4pharma.com/news/nuvec-breakthrough-technology-mrnapdna-delivery-vaccines-and-cancer-treatments
https://www.n4pharma.com/sites/default/files/documents/Nuvec%20technology%20presentation%20Feb19.pdf
https://www.n4pharma.com/sites/default/files/documents/Nuvec%20results%20poster%20vFINAL.pdf

The presentation is obviously aimed at a corporate audience as opposed to investors so it is very technical as you would expect and I'm not pretending to understand the majority of it but it's an interesting read either way.

I am hoping today's press release will be circulated more widely than just putting it on their website. Not sure Nigel has heard of RNS-Reach ?........ His PR co will hopefully do something useful with it.

does the price of oil pay all that COPL team's inflated salaries then?..........

it doesn't mean anything until we actually extract something out the ground.... and that looks a LOOOOONG way off (if ever) happening

Is it just me or has anyone else noticed that no share trades have shown up on lse.co.uk since yesterday morning around 11ish?

These are very fair points tbh. But... remember... there are more majors knocking about Oz than just Rio........

Re Artemis... there is no guarantee they will hit anything on drill. Havieron is significantly derisked in that regard.

sorry for the novice question then as this isn't a situation I've had to encounter before.... do I need to contact my broker to get a share certificate issued as I don't think I have one currently?

secondly... if the shares were in an ISA previously, I gather they will now move, or need to be transferred into a standard sharedealing account? Is that correct?

This is my second largest holding. 'Not invested'.... LOL

1 - How much cash reserves does THR have? (clue... read back a few RNS's and the answer is there)
2 - When do these cash reserves run out based on current operating expenses (Mick has stated a number of times that current cash only covers 'current projects' therefore should a new project be brought online then further funding would be needed.

Don't get upset chaps. Just stating a few facts. I want to see this succeed as much as anyone but it is getting frustrating.

positive news without £ income only goes so far. I still believe PJ 'may' be right when he says THR's move up could be explosive when it happens but it's very much a waiting game on Molyhill in that respect. I don't see any of the other projects generating income in the next 12 months. If no deal is done on Molyhill by the summer then I think we'll be looking at another placing + warrants guaranteed.

at the 1 trade.... :)))

nobody is trading it at all today. Tells you everything you need to know. Illiquid. Dead.

Tweet @nigtheo if you want a copy of the presentation. No harm in asking the question. The more of us that do it, the more likely he will respond. Ask nicely of course!

also worth noting that the broker note from Equity Development/Allenby does state that N4P still requires a further £1.5M of funding (after the placing) so this placing we have is only a short term funding solution. Obviously if they receive grants to that amount or get some deals on the table with industry partners then that further £1.5M funding may not be needed via a placing