Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
It is absolutly shocking.
From recent deals we could sell Immunobody for £2b alone.
Genmab deal was pre clinical and could go as high as $624m plus royaltes
Now it could take 5 years for us to get all of it but the deal is 5x our MC
And we have other similar deals to do.
People can say your nuts but a fair valution is £10b to £40b.
4 product lines.
Scib 2 is there if we had more money
Even if the UEE IPO goes ahead I wont be moving a lot over there.
POW will probably have between 30% and 60% of UEE so you will get a chunck of any UEE upside
Plus if you move you will miss GMET, Sudia FCM and FRD
Can't wait to see how well the "High pressure system" flows.
3m graph on here looks good
The funding path chosen was a good way to go.
If they had done a standard equity raise it would need to be at the full 5m at a discount.
Now they have raised 2.1m at a small discount.
If the SP rises the cost gets smaller
At the rate of progress over the last 6m The next 6m will be great.
In the last 30 days he has message 6 times on Gifinty. all today all the same thing
Oh there you are.
every share that goes up there your P & d
Look at some of the other shares out there
AVCT for one. Valuation £175m now after a bad share rise.
Not got the same trail results. Doesn't have 4 different products.
Does have a bit of revenue but we do have a deal which can be up to $600m
After every raise like today there will always be few sellers.
those that felt traped by recent drops or those that bought at 0.7 will take the profit.
But the trend at present is up.
Lots of news to come.
More rises