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Energy storage is certainly going mainstream. A "new" aluminium/sulphur battery is being touted across the media, even though the technology has been around for quite some time. These batteries are cheap, but slow to respond and short-lived.
Hopefully it won't take long for other battery technologies to start getting media interest....

Thanks for the link NicetoMichu - showing up 20% Pre-Market.
This partnership looks absolutely ideal. The vanadium price unpredictability has always been a major problem, perhaps this can take away some of the risk for IES.

Thanks for sharing your thoughts. Yes, strange that Lincoln Gold has not been mentioned for such a long time. Even Seduli's current, updated website talks about completing the processing plant in August 2021. Either there have been delays to the project or they're slow at updating their website......

Thanks for posting this, it may explain the sudden completely unjustified (imo!) price drop here.

First the bad news (which the market appears to have seized on) - LYT100 doesn't significantly help patients with long Covid. Whilst this is disappointing (especially for the patients), what was discovered was that higher doses were well tolerated by the patients, with no major Adverse Effects. This bodes well for it's other uses, particularly idiopathic pulmonary fibrosis (IPF).
The second RNS was far more significant. Up until now, the only way to administer proven naturally derived drugs is intravenously, as the body's digestive system destroys the drugs before they can be absorbed. Puretech's Glyph technology is showing promise in allowing such drugs to be taken orally. The trials are only at Stage 1, but if the initial promising results are borne out, it could revolutionise the administration of a huge range of drugs.
Exciting, promising stuff.

With the latest price fall, LGP now has a P/E of 2. This is extraordinary, anyone put forward any reason why it's so low?
Either the earnings are going to fall off a cliff, or it's ridiculously mispriced.

Yes, I bought shares after reading the article. It's not very often that there's such a huge disconnect between market cap and proven, established revenue. OCN is never going to be racy - it's not going to crash either.

is that "sale" or "sail"??? Bit of a Freudian slip there....

This is a potentially ground breaking RNS from Gelesis. Following on from GS100 (Plenity), GS200 has been shown to help diabetic patients to lose weight.
Aside from the fact that this could make Gelesis (and Puretech) a great deal of revenue, it could help up to 180 million Americans and countless others around the world in their battles with diabetes. Simply stunning.

IMO this stock is being held back by inflation expectations. Markets hate uncertainty, and no-one knows if inflation can be brought under control (inflation benefits indebted Western governments, do they actually want to bring it under control?). Good companies like Puretech are being hammered due to factors outside their control. If and when inflation starts to subside, the share price will fly.

The gist of this RNS is that Trident acquired the Premier Offtake in January, and with this sale they get their money back while retaining future revenue from the Greenstone project. What a deal that was!

Good RNS today about the Glyph technology used by LYT-300, and the share price drops.

I don't get this share or this market......

It looks like inflation is here for the foreseeable. From memory, essential staples like food, drink and medicines do well in an inflationary environment, which at first sight bodes well for medicinal cannabis. However, rising energy costs mean producing cannabis will be more expensive (except maybe for Little Green Pharma in Australia).
The big question is, how will Leap gaming fare as inflation bites?

Interesting to see that IES has joined the Long Duration Energy Storage Council. They should be a forceful lobby group for the industry and, as we all know, with governments, lobbying is everything....

The last time the share price was at these levels Puretech was a completely different company. It's now got a steady and increasing revenue stream, 3 products approaching commercial release and a wholly owned pipeline progressing through clinical trials.
There's obviously a risk that all of the trials fail. If investors judge that this is likely, they can sell. If they they think that just one or two of them can get to commercialisation, the company is a bargain.

It may be inflation worries or uncertainty about the euro, but I wouldn't worry about it. The value will be realised sooner or later, and in the meantime there are the regular dividend payments to help you sleep at night! The new acquisition in the Netherlands seems to have kickstarted the share price a little. Each new acquisition moves the company further down the risk curve.

Trident are taking part in a presentation on PrimaryBid towards the end of the month. Should give a bit more exposure to this great way of financing projects.

The Gelesis Plenity marketing campaign #PlenityWhoSaid started last week in the US, and the share price is responding.
Take a look at the advert on BusinessWire:
https://t.co/QoVMggG8Oy

Thanks for this Bazza.
To summarise, Trident paid $22m for the royalty and they will shortly receive $13.2m cashback when Lithium Americas exercise their option to buy back some of the royalty. At a lithium price of $50,000, the net present value to Trident of the remaining royalty is 76p per share!
The question is, will the lithium price remain this high? Well, considering that lithium batteries are the current "next big thing", and that governments all over the world are pouring money into their own local gigafactories, it's likely to remain high for quite a while until the market inevitably saturates. What a deal this was!
If Trident use the £13.2m to buy royalties in out of favour but good quality miners, the company could reach critical mass much sooner than expected. Who knows where the share price could go if they get this right!

Nice to see Bharatt Chowrira buying £50k's worth of shares on the open market. Always good to see directors putting their money where their mouth is.