Member Info for biffbaffboff

Tyke, doing so will throw up a lot of interesting stuff about "organ on a chip" and the potential of that market over the next few years. Apparently, Kirkstall is one of the big players.

Perhaps they're waiting for the trial results before seeing if it's worth a pediatrics trial alongside.

Hardearned - once there's a date for the vote, you will need to:

Log in online at hl.co.uk

Select ‘view shareholder meetings’ which you’ll find under the link to your secure messages

Click the ‘give instruction’ link next to the relevant shareholder meeting(s) and follow the instructions.

Considering this touched 17.6p in September '25 on expectation, I would be massively disappointed if it only hits 20p by the summer. I'm counting on £250m mc, or approximately 49p minimum.

Interesting. The Phase 1 trial which has recently "soft" closed, was for adults, but this sems to be the same trial but for pediatric patients. Seems to suggest it's already in trial, but perhaps the wording is not quite correct:

"This is a prospective, single-arm, open-label phase 1 study to determine safety, tolerance, and pharmacokinetic data of an enteral formulation of GaM in pediatric patients...."

Perhaps should say "This will be a prospective....."

Does a shareholder have to notify when completely sold out, or just when they go below 3%?

The AGM is being held on Tuesday 30th December, but votes need to be in by Tuesday 23rd December.

Merck & Co. remains the “big dog” in the pharma industry in 2025, with roughly $64.17 billion in FY2024 revenue. Drawing on continued Keytruda momentum, which continues its reign as the world’s best-selling drug. Keytruda accounts for about 46% of Merck’s sales. Keytruda, however, faces a looming patent expiration in 2028. The company is actively working to broaden its pipeline.

Shareholder support for the Revised Possible Offer

BHP Billiton Holdings Limited, a wholly-owned subsidiary of BHP Group Limited, has provided a non-binding letter of intent to JCC on 11 December 2025 indicating its current support of the Revised Possible Offer at the Revised Possible Offer Price over its holding of 310,965,736 SolGold shares, representing 10.3% of the voting rights of SolGold (the "BHP Letter of Intent").

Newmont Corporation has provided a letter of intent to JCC in support of the Revised Possible Offer over its holding of 309,309,996 SolGold shares, representing 10.3% of the voting rights of SolGold (the "Newmont Letter of Intent").

Maxit Capital LP and its affiliates have provided a letter of intent to JCC in support of the Revised Possible Offer over its holding of 153,366,663 SolGold shares, representing 5.1% of the voting rights of SolGold (the "Maxit Letter of Intent").

Nicholas Mather has provided a letter of intent to JCC in support of the Revised Possible Offer over his total direct and indirect personal shareholding, of 84,249,282 SolGold shares, representing 2.8% of the voting rights of SolGold (the "Nicholas Mather Letter of Intent").

JCC has been a significant shareholder in SolGold since December 2022 and owns 365,757,587 SolGold shares, representing c.12.2% of the issued share capital of SolGold which, together with the BHP Letter of Intent, Newmont Letter of Intent, Maxit Letter of Intent and Nicholas Mather Letter of Intent, in support of the Revised Possible Offer, represents 40.7% of the issued share capital of SolGold.

This was in an RNS. Not an interview. Not an opinion. Science:

P140 has a unique MOA: The results provide direct evidence for the first time of a major key hypothesis of the unique MOA of P140.

P140 is non-immunosuppressive: Unlike the most advanced therapies currently available for the treatment of autoimmune diseases, these findings indicate that P140 does not reduce or block the body's ability to mount a specific immune response.

P140 is effective and safe: These findings confirm P140's potential as a safe and effective treatment for patients suffering from systemic lupus erythematosus (SLE).

These discoveries result from a new preclinical study designed by ImmuPharma Biotech's team and conducted at a world leading Laboratory in the USA. While detailed data will be released in due course, these findings allow ImmuPharma to further expand its intellectual property portfolio, with additional new patents, strengthening the commercial viability of the P140 technology platform.

Relevant therapy markets in this area are forecast to reach global sales of c.$360 billion by 2030. There have been 11 relevant therapy product licensing deals averaging $1bn total deal value in last 2 years. (UBS Investment Banking Reports).

If people think Tim is a liar/has lied, then nobody is going to be able to change their mind. Has Tim been over excited: definitely. But if you think that there is a deal to be made, and whether that's £250m/£500m or £1b, whether that happens at the end of 2025 or sometime in 2026 then all those amounts are worth holding for, multiples of the current SP If you think it will drift lower over the next month or so, and you think you can make more elsewhere in the meantime (most don't though) then sell or stay out until then. Waiting for the bottom is always risky. I'll be happy to hold and wait, buy a few more, as I did the other day, and will do so again if SP remains this low.

Exactly, and it's not like he has anything tangible to sell. It's research with the hope that something will stick.

Note the amount of warrants with exercise prices far less than current SP: Alora Pharmaceuticals / Lanstead Capital / Institutional Investors

A quick treble treble profit if they didn't believe this could go higher this or next year.

"if lowly share holders don’t trust the CEO then I’m sure pharmaceutical companies definitely don’t." It doesn't matter if they don't (although not sure why people think big multibillion dollar pharmaceutical company executives would have the same view as a small PI) what matters is the science and how much that science is worth.

Yes but why would the MM's care?

Mates Rates.

Fair enough, didn't spot that.

The Eric R. Beverly Family Foundation is a non-profit organization working to promote breast cancer awareness while raising money for programs supporting breast cancer survivors.

Eric Beverley and close relatives?

A Snapshot

HY25:

Order Book up 12% on HY24

Revenue down 12% - impacted by uncertainty around Wood’s financial position which led to some delays in progressing bids and starting secured work (past tense)

Adjusted EBIT down 25% - partly offset by the benefits of the Simplification programme and the restructuring of Projects in late 2024

Free Cash Out Flow: $403m - higher exceptional costs (including advisor costs in relation to the Independent Review, Sidara offer and lender discussions) and a significant unwind of working capital following the 2024 year-end / Also impacted by a lack of access to receivables financing in the period (c.$150 million net impact as gap was partly offset by c.$40 million of supply chain financing)

Net Debt: Similar level to average net debt (excluding leases) in the first half of both 2025 and 2024

Operating loss of $5 million with adjusted EBIT offset by exceptional items - Exceptional items of $53 million include $41 million of advisor fees, $7 million of restructuring costs and $3 million of costs related to our exit from LSTK and large-scale EPC

• Loss in the period of $72 million after finance and tax charges ($907m HY24!)

We should have had a Q3 update prior to the vote! Might have been interesting reading

Wood used to provide Quarterly trading updates.