Member Info for baggytrousers

Be nice to see Nigel and co update the Nuvec on their timeline page though! https://www.n4pharma.com/timeline/

It ended in March 2020... ffs :D

https://www.n4pharma.com/the-data-evidence-based-results/

looks like we might get an update soon at a guess

THR is an embarrassing company full stop. Never seen a co more steeped in failure than this one. Seems to be following on in Mick's footsteps.

bsg - directors are not allowed to buy whilst a drill is going on... closed period. Surely you already know this.

Unbelievable levels on incompetence from Nicole and the board at THR. Surprised it has a £7M Mcap tbh. If uranium drill doesn't hit I think this is lights out.

they definitely won't.

a sales pipeline of £240M does not mean you actually sell that amount...

This is sales opportunities. If they had £240M of orders then they would have said so. The fact they're calling it 'pipeline' means it is more potential than actual converted sales so I wouldn't get too het up on those numbers until we start seeing orders get firmed up and shown in quarterlies/half year reports etc.

they only released a handful of assays. the vast bulk of the results are still unknown therefore nothing to see here until those other assays come back. All smoke n mirrors until then. Uranium news could drop anytime tho...

https://www.bbc.co.uk/news/business-63457813 - oh dear.

Opportunity for AMTE? ...

more likely a holding strategy one would guess. This is Thor remember. That said... we only need to hit decent uranium grades and the rest of the portfolio won't matter.

sale of Corallian to Shell for £32M... nice

not really. we could sell all our assets outside of Hav and be lucky to get a few M for them. Not really going to affect a £360M Mcap at all. GGP is all about Hav and nothing else. The other assets have next to no value in them currently but that could change with more drilling.

a boost is an understatement... good uranium results and it's rocket time. Couple that with decent assays at Ragged Range then we'll be sailing towards 2p+ in no time.

If I had a choice between Belfast or Birmingham for my recycling plant I'm going for Birmingham every time. I think we're gonna be fine. Competition is normal. There will be more magnets needing to be recycled than HyproMag could ever take. Plus... we're opening in 2023. When is the Belfast one ready?...

It's not the company saying it though... that's the beauty of it.

New article summary posted on N4P website yesterday but here is the link to the full article for any pharma boffins amongst us! https://www.sciencedirect.com/science/article/pii/S1350417722002371

In summary...

"Its study concludes that Nuvec® may provide protection to the DNA plasmid from degradation, therefore suggesting that Nuvec® has the potential to be successfully used to deliver oligomers including plasmid DNA, mRNA or siRNA to tumours."

Pretty bloody good news if you ask me! Expect to see this weaved into the interims when they are released later this month.

https://www.intellinews.com/poland-s-azoty-group-suspends-fertiliser-production-as-high-gas-prices-sting-254344/ - maybe a reason for selloff in relation to Myles' earlier tweet today although as he says, you'd have thought this would be priced in already.

LOL you can't be down more than 100% ... it's mathematically impossible

From most recent RNS of 15 July:

"We continue to make good progress in understanding how Nuvec® can be used in the oncology space and this work, combined with the potential opening up of the siRNA market and the early data coming from UQ on their oral work, gives us a lot of material to further focus our route to commercial success.



"We will provide a further update of this along with our interim results."

Last year's interims up to end of June were released on 20 Sep. GLA

what a strange thing to say...

Of course Newcrest could have afforded it!

They were offered $85M from GGP so that works out at a $25M profit for them. Easy money!

Question you have to ask yourselves is why would they turn that down? ...