Member Info for Basscadet

You seem to be reading a lot more into this than necessary. I'm just disagreeing on the points about diplomacy and the apporach of the EU. That's all. We'll not get to the bottom of it either way so not much point carrying on.

"I voiced an opinion about how we expand and neither of you were able to offer a full differing opinion to counter my statement." I'm not trying to counter your statement. However, the fact the board doesn't communicate as much as some want doesn't mean that by extension to what I said I believe it will be an unmitigated disaster.

I am confident of that yes.

I was surprised Russia invaded Ukraine. Happy to admit that.

I don't know how JLP will power it's near term growth. Whatever the route the devil will be in the detail. Each of the three options you present can work well or they can be a diasater depending on the terms. I'm happy to place my confidence in the board as they've done alright so far.

I understood it the first time. I find it far fetched. Happy to take a look back in 6 months time and concede it if that course of events has happened but I'm confident it won't have.

Erm, the EU can't cede land in non-EU nations and it also can't in EU membership nations as that would be the decision of the nation itself. Ukraine very much wants to join the EU. Countries that are reliant on Russian energy are reducing that reliance but it will take time. The UK has not yet removed Russian energy from it's mix yet, is much less reliant and from some rumours I've heard isn't part of the EU anymore.

If energy prices were lowered it would go some way to easing fears of recession but it wouldn't solve the supply chain issues mainly caused by realignment away from China and that country's zero COVID policy. I fear JLP will face low metal prices as a result for a while but agree with Dorfan that it will be fine and prices will recover.

I'm sure they'd work with an OEM if one wanted to pursue the technology amerloque. The problem that immediately jumps out when thinking of using quantum dots in circuits though is heat. While optical computing is catching on and there are some large scale examples around now optical components are still used in conjuction with tradtional electrical semiconductors and they get very hot.

The Porotech partnership could be extremely so. Displays that are cheaper with lower power consumption and full colour reproduction up to 2 million nits brightness. Think end products are a long way off yet though.

Yep. Might be a good move assuming he keeps some here. I can't believe he wouldn't want any exposure to the court case. IQE have been announcing some big collaborations and contracts. Add the way the exhange rate's going and that China are kicking on with their 5G roll out now and they may have a good few years. Believe it when I see it of course. IQE has a lot of ground to make up to regain investor confidence.

Hi tech stuff!

I think the responses in mouse models are new news?

Indeed Feeks. The lobbying system is a stain on American democracy and makes a mockery of their so called belief in free markets.

I am PT1. Hoping for a similar result to the one we got here. On the face of it DDDD has many more assests than REDX did when it went into administration and they are much more developed with good clinical success. Given the $40m Loxo paid for REDX's BTK inhibitor $13m doesn't sound like much to find. I can see mulitple parties be willing to pay $100m+ for MRX0018 or Blautix alone.

However, administrators will try to clear all the debt (not sure $13m is the total figure); need to raise further cash to restore the business as a going concern and maybe those buyers won't be forthcoming in the current market.

I'm annoyed I bought some more recently because it had fallen so far but there's nothing I can do now so putting DDDD out of my mind until we find out more to be honest.

Key here was brining in Lisa Anson and associated big backers. If she can be cloned and sent over to DDDD they'll fly.

No idea what will happen here unfortunately. Can only say what happened there.

Might have mispoken there. Checked the chart. Opened 1.5x to 2x.

@Snodgrass, REDX holders came out with all their shares intact. There was a lot of dilution when the new CEO brought in new backers but despite that when it restarted trading it did multiples higher than when it closed.

I went through that process with REDX. It felt when Liverpool council called in the loan that it was all over and it did for a good few months after. The administrators sold the company's lead drug candidate to Loxo Oncology for $40M. Solved all the financial problems and restored the company. REDX restarted the rest of their pipeline and are now looking very good indeed.

Key to this was bringing in Lisa Anson as the new CEO who is first class. She was able to bring in other big backers.

It was a horrible and troubling time to be a holder and I don't know how often that sort of thing happens but dddd has many more assets than REDX did at the time. MRX0518 on it's own is way more advanced than the BTK inhibitor sold to Loxo. I'm sure it's already worth $100m + to Merck. So, hopefully the administrators will be similarly on the ball and be able to breath life back into DDDD by selling an asset.

Not great news but the company can do nothing about the weather or inflation. Once the market reverses and as milestones are achieved this period should be in the rear view mirror. Demand isn't slowing and sales prices are increasing as expected.

I agree it's very strange to be expanding a mine without a PFS. Nothing's gone wrong so far so maybe they need it for the later stages. Very odd though.

Great news. Surprised this one hasn't moved the SP at all. The market is in the toilet at the moment. I suppose there's no indication of how much will be incremental sales. Well done to the team though!

@Intrusivethought, yeah probably. @Nanonao, good shout about the undisclosed deal.

I do wonder where LG got the CFQDs for it's QNED nanocell TVs. They're not really backing them over OLED so probably only producing research amounts rather than mass producing.

Absolutley BBD. One would hope that the scenario where Samsung fails to honour the court's decision is when an injunction would kick in. Feels like there must have been something dodgy or some hole in the case on Kaist's side though. I don't suppose you know who represented them?