Member Info for bobbust

Things moving quickly.

Plant on site this week.

Full control of mine by mid November

Very detailed report will take time to read.

So many ways this could go multipal times todays SP

The advantage of spinning out Gly-mab is they can raise cash at the valuation they believe it's worth independently of SCLP.

Thats what I am hearing.

Deal soon!!!

And the wrong way round

based on income alone

If value is worked on 10x profit today we need profit of £800,000 a year.

Double that to cover company costs £1.6m revenue a year

12months of 15,000 ton a month is 180,000 ton per year.

We need a revenue from this deal of £9/ton

We should get much more than this !!!

We should go up

Happy I went again.

Every one on the board very happy, lots going on.

Looking forward to cohort 4 results.

Modi 1, good chat to Lindy about how its working and why it works difrently from SCIB1.

She has also been spending time in the lab, a new Tcell inhancer on its way.

Lots of talks with intrested parties.

Genmab have moved into manufacturing of the antibody so one would expect milestone payment soon.

Deal can't be far away

These things take time. They can't be rushed.

Blencowe has done really well to date and will continue but it's a bit nuts to suggest they need something in the very near term.

This will be huge. Maybe not tomorrow but reasonably soon.

It is after all a mine

With big news about to drop in the near future surprised some are selling

They are going to start with 8000 tons of copper per year.

Most of the cost will be paid for by mining the other materials.

At $12,0000 a ton that's $96m a year free cash flow in maximum 2years.

This is definitely one to hold

Just listened to the presentation and unhappy with my investment here.

I want more!!, Lots more!!!

Need more, Will get more

The opportunities here are huge. The Neuro-Bio deal alone could generate £16m revenue a year.

Thats one deal!!!!

Yearly Dividend in a couple of years will be more than todays SP

Now they have bought the plant it changes the funding required and the time to repay the funds.

We are now looking for less and with a quicker time scale to pay it back.

They will definitely be looking for better terms

How do people build a decent stake in a company like BZT if they keep trading .

Just keep buying. This will multi bag

In the near term

Reduced costs and increased revenue.

This year's turnover in 4m is nearly what they did last year.

Year end nearly 3m cash.

One contract with a decent payment schedule and this will be cash positive.

And if they did want to raise cash it would be a very small discount.

More chance of this multi bagging than raising cash

It does take a long time to do all the due diligence.

You never know. It could be tomorrow

If Unilever puts it in deodorant.

Or liver Fibrosis

Or Alzheimer's

Or any of the other deals it's got or working on.

Yes it has legs

This is the interesting bit

"The contract expands the application of the Company's Optimer® technology into the growing targeted radiopharmaceuticals market, valued at $7.5 billion in 2025"

I think the market for raising cash has moved on from a few months ago.

If any money was needed it would be relatively small and a price close to the SP.

Not buying because of the fear of a placing which may never come could be an expensive mistake.

I asked directly if we have enough cash to last until we are cash positive and they stated that was the aim.

With the new deal our requirements for cash have dropped significantly.

Our partner is now financing the mining