Member Info for BOJO2020

Let’s hope this delivers lots of contracts in a metronomic fashion like ORPH.

My view is I don’t mind being in both due to the cyclical nature of the mining game. GGP are a bit further down the line and therefore have different timescales. Benefits are they are at differing stages of up lifts and falls. There is no rule saying you can’t be in both. Be loyal to your money not a mining play...

X,

Re Next TSX. Yes the price action is interesting. Trading gbp between 20 and 25p. certainly seems to be falling towards 20p. I think it would be great if it dipped below 20p which is 32 to 33 cents although I won’t hold my breath. I added at 33 cents and 38.5 cents so really happy with that. By rights now that mine funding and construction have been announced it should retrace as its likely to be 12 months plus for first production.

However! The company is busy ‘pea****ing’ and strutting its stuff. (There are a lot of EV conferences) No doubt the CEO and board are delighted with quick progress and they have been telling the world what they have to offer. I would say with the grades and their new Chairman on board there will be further news flow so the price action up and down may continue.

As I don’t have the benefit of LSE or ADFN for Next, I can’t check volumes but they look incredibly low. That will make it very spiky IMO. I really don’t think shorters have this one, but traders more likely yes.

Don’t forget that Mick Davis and Vision Blue will be buying more shares and fund raising in coming months so as long as he does just that, then a trading base will be established.

Re low volume, I really don’t think private investors get this investment. Either that or they are waiting for a price collapse to buy in?

Reflex,

Personally I never look at what the share price was. Unless it is a recovery stock we are talking about like Melrose, LLOYDS Bank, TUI etc.

BZT is not a recovery stock it is a prospector. Colin Bell is involved with many prospective mining plays including BZT.

The only reason I hold BZT is that they may have good prospective resources but they will take time to prove up. Maybe years. The way that Bell operates is he also does Joint ventures. More on the prospective side than producing.

The bottom line for me is that something may happen over time and it is cheap. Also like COPL did last year, it makes sudden movements between .0020 and .0050 which is a very nice return a few times a year as long as you top slice. This is very typical of prospective mining plays. It has provided cheap easy doubles in the past for me, along with COPL and especially Alba and many others. Can’t say they will continue to do this in the future. Who knows!

It is not so much about the convincing investment case but more about riding the profit wave if you know what I mean.

If you do invest then top slicing or selling is a must as the SP Usually retraces very quickly. Unless of course there really is an investment case.

Just my opinion.

Balanced to answer your question on how will biotechs fair. They have performed poorly as a whole over the last year. But as you known biotech is a long term affair so judging over a short period like a year is difficult.

Let’s put it this way. We have all done well or even extra ordinarily well out of certain biotech grow stocks.

Angle
DNL
TILS
SNG
SCLP
VALNEVA and more.

The only reason we have done well is because we held at the right time. And as Nolupus says timing is everything! Next to patience.

Yes Balanced,

Quite apart from the wise words the sale in Coke A Cola have just risen!

Hi 1509,

Yes I am in and intend to add more NEXT SOURCE. Current SP is 25p converted from 42 cents. Finance approved for mine and build underway. Now they have a signed supply deal.

Otherwise you could look at ACP who are Uk based and priced at 5p. Awaiting finance news, hence awaiting build and signed contracts.

Both have world class resources IMO. That’s why I hold both as they are in different timelines.

Jsd,

Sometimes in mining things can be very slow. I looked at Next Source last autumn and stupidly ignored. They were 5p then and remained so even up until Feb 21. Now they are at 25p and things are really happening.

When this moves it will move quickly IMO. That’s why I have but the bullet here and loaded up.

I have strong conviction for both investments.

ATB

https://www.nextsourcematerials.com/posts/nextsource-materials-secures-partnership-with-major-electric-vehicle-supply-chain-to-build-battery-anode-facility/

We are not so far away from this kind of deal.

https://www.nextsourcematerials.com/posts/nextsource-materials-secures-partnership-with-major-electric-vehicle-supply-chain-to-build-battery-anode-facility/

That would be nice if sustained! What’s the chances of a big move like that?

Very cheap. Is there news? Shorters? Looks like a bargain but will wait to add more.

SNG getting cheap but I can’t buy both Nolupus!

Added SNG and good luck with Tils!

https://www.lse.co.uk/rns/BZT/minemba-prospect-kalengwa-copper-project-zambia-sxyyrloc2yoo3qq.html

Kit,

Don’t try and imagine. Stick to the facts. At least that gives one a lucid view. I’d rather be wrong based on fact than imaginings any day.

https://www.timesofisrael.com/real-world-israeli-data-shows-south-african-variant-better-at-bypassing-vaccine/

This article has more clarity but as I say, not peer reviewed.

Excuse typos

Crumbs,

That article does not pull any punches.

Looks like the tweaks in vaccines are required sooner rather than later...

With the emergence of variants who knows where this disease will be in years to come. It could get far far worse or generally contained but the longer it is around the more it is clear that the role therapeutics play in this battle are vital.

Having had a relative in hospital with Covid (long intubation) I can confirm that all therapeutics, antibiotics, dialysis, techniques and equipment are required to save patients. Not to mention dedication and determination of staff.

I now see that SNG has only a role to play as a preventer and treatment. But also an ongoing treatment for those that are in recovery (compromised). COVID often causes permanent damage to patients (kidneys, lungs, heart etc as compromised immune systems invite viral conditions, sepsis and all sorts of wicked side effects) and I am not sure that people understand that.

For me, if it is SNG, Remdes or the ****tail of drugs required. All are vital weapons that offer different alternatives on a case by case basis as each battle with covid is different.

Relative will be fine by the way, but never the same. I cannot confirm which treatment they received either but their was one significant therapeutic which turned the battle against COVID. But understand this, COVID was only a battle won and I can assure you the war became much much broader than therapeutic or anti biotic. It was truly an amazing effort by science and hospital staff that won the day.

https://www.prnewswire.com/news-releases/absci-announces-completion-of-125-million-crossover-financing-to-advance-ai-powered-synthetic-biology-drug-creation-platform-301253601.html