Member Info for bobbust

What is the MacMillan site saying?

Each order improves cash flow.

They could be cash positive now.

From the previous RNS they have already started deliveries so cash should be following.

MC still less than £2.5m

Last years loss was £2.7m less so £900k of non cash

£1.6m cash

Costs will have fallen as all the work expanding the plant is done.

Most of the big items may well have been in last years costs.

Revenue increasing

The details of the insurance is irrelevant to this share if the high pressure well flows

If repairs and cementing is progressing as per plan no need to update market.

Next RNS could be testing results

Looks like more buys than sells again today.

News due shortly

This could and probably is different to what we want they to report.

If repairs are proceeding as per announced plan then they probably don't need to do a RNS.

They could we wait till testing done

My take is Modi1 works alone at holding the progression of cancer.

But with CPI we see tumors shrinking.

It will be very interesting results when they come through.

!!

Tube repairs should be nearly completed by now.

Cement shortly after that.

Hopefully the high pressure and natural fisher will result in higher flow volume.

Short term the pressure event was bad long-term it could be very good.

The removal and repair of the tubing must be nearly completed.

Cement shortly.

Very hopeful that this high pressure naturally fisher will result in some very high flow rates.

Short term this pressure event may have been bad but long term it could be very good

The approval for the lead plant must be due soon?

We will see if this is good news or is it great news

My understanding is that they are short of a few more results for SCIB 1.

Next update could be soon

Do we really think Vulpes or Redmile are even looking at today's SP.

That's not how these guys work.

They know what the business will be worth.

At today's level the valuation does not cover the other parts of the business.

So I may not be happy at the SP but I am not worried.

The SP has fallen because Modi 1 has not lived up to some PI's expectations.

After Trish blog some were expecting all patients to have tumour reduction after one dose.

The ground breaking results will come with the trails incorporating CPI.

It could start with SCIB 1 but Modi 1 will follow shortly after.

That's when you will see the SP reflect the great science Scancell has

IMHO an update on the combo trial with CPI is when this will get very interesting.

That's when we will see ground breaking results

Given we would not be here without her she deserves it all

"Additional in-house data has illustrated the potential of our antibodies as chimeric antigen receptor T cell (CART) therapies providing the data for a deal with a cell therapy company"

Is this the long awated data so we can do the BioNTech deal