Member Info for bobsson

My take is that both sides are saying they have the law on their side based on the facts. They are asking the Judge to rule in their favour based on the evidence to date, which is likely to be voluminous and understood by the Judge. Apply the law to the facts of the case. The Judge will have to go away and consider, but this will save the costs of a trial where all the disclosed evidence will have to be trawled over again.

KS has resigned for personal reasons and a successor is being sought.

Say £150k turnover per quarter, thats £600k turnover p.a for 9 mw of output. £66700 turnover per mw p.a. What actual profit is being made? MAST were aiming for 200 mw in short order, only have 9 mw producing. 18 months behind schedule now I think.

BB. It probably was an issue, hence only only one patient allowed to act as a guinea pig for the first 6 months. First 6 months a success, first patient continues treatment for another 6 months and now into her second year. Second patient 3 months in and all good. Next 8 patients lined up and dosage may be doubled on some patients. So far so good. KS did mention a formal Phase 2 trial probably late next year, many more patients would be involved and it would probably be oversubscribed if current progress is maintained. He also said major pharmas are watching closely, and may team up for a Phase 2 trial.

Just in for a few more. For me news at any time, Dynasty, then all the chainy stuff will get into full flow. December should be very interesting. We will see.

Results out today. Sufficient cash to last the two years it is going to take to see if SFX-01 actually works? Might be worth a punt on a two year hold basis if you can buy around 3.25p in the next few weeks. Unfortunately I bought shares for around 8p.

TLSA shares closed down on Friday 3rd unfortunately, but my thinking is the presentation was detailing the news already in the public domain. The first patient is now in the second 6 month treatment period and the event last week was detailing the first 6 months outcomes? We have a second patient in the first 6 month period, and several more about to start?

b. Correct, they would IPO if talks regarding other options did not succeed.

D. Just log on to AJB homepage. Click on blue icon "Transfer account" . Take it from there, process should be self explanatory.

BR, Barclays not good, and currently will not let you hold overseas listed shares. I transferred to AJ Bell and happily my TLSA shares are now safely in my portfolio and tradeable. My Accustem shares however are still listed in my dormant Barclays account. I am hoping that as soon as ACUT start trading on the NASDAQ they too will be transferred to AJB. Until then I have to sit and wait, like everyone else.

Two RNS news within 8 days. We had final results last week and a general update today announcing a change of plan to the one 8 days ago. Today just confirms what I already knew, Bordesley is delayed (and not financed). Change of plan for Rochdale so guess what, more delay. Also they might (might) have another generating site lined up. MAST are at least 12 months behind on their stated targets. Very poor showing.

Excellent coverage, and the megaphone is what I was talking about earlier. Sufferers will be hammering on the door.

MS is progressive so your condition just deteriorates. I think in three months time if the results for the first two patients are still fantastic there will be a lot more than 10 or 20 sufferers hammering on the door to start the treatment. I think there is a fast track system to get super drugs to market where there is a critical need. It was done with covid vaccines. There will be formal time consuming trials but I think sufferers will demand early access to the drug.

What potential price range here on MS success ? Likely a partnership with major pharma? Could be $40 to $50 on MS + Alzheimers?

Anyone have any idea, guess or gut feeling of which of Tils Novel Immunotherapies is going to produce the goods to lift the share price significantly? It all looks quite early stage to me. Anything potentially left field?

Maxwell are dragging out the court case, so it may not be resolved until the end of 2022.

The research is now on the AccuStem website.

http://www.accustem.com/assets/accustem-stemprinter-demonstrates-prognostic-utility-01mar22.pdf

I have visited the Bordesley site twice in 2022. First on 2 January and then on 27th February (today). No sign of any recent activity on the parcel of land. The site has heras fencing dividing it and the still operational part of the car park. A section of the steel security fencing along the footpath has fallen or been shoved to the ground. The site and line of heras fencing is clear from the Google satellite image. The site is the darker area in Liverpool Street, although it looks a smaller area than that image.

I doubt there will be any increase in generating capacity in Q1 2022, and extremely unlikely in Q2 2022. There is an RNS today, regarding the latest auction, no time line given for the Bordesley plant to become operational, and no mention of Rochdale and any other additional plants to be developed towards the goal of 300 mw. MAST generates electricity from gas turbines, the price of gas has rocketed along with electricity. MAST has not addressed how increased production costs will affect the bottom line. The financing facility announced last year with Close Brothers Leasing has still not been signed off, it appears MAST either cannot or will not proceed with further developments until funding is found.
Share price currently 7.9p

Firstly thanks for the links to the Mr Goh and Mr Tan Sunday Roast podcasts primarily in relation to KIBO. Clearly their bullishness is the reason for the recent share price rise because they also discussed and promoted MAST as well. So yes there is no "reason" the company could point to to be the cause of the share price rise.
However, we should understand that mast only has one 9 mw plant in operation which is Pyebridge. The SR commentators referred to 20 mw capacity now, which is clearly not the case. MAST should update the market now to advise the roll out schedule has fallen behind and to give us the current status. As is often the case I jumped in here too soon and paid 13.5p for my shares.