Member Info for Breakingeven

Strange Sclp commissioning TD for a new analysis at this time!

Placing or time line slippage?

Caught the back end of a news segment this morning. Going for the land speed record with a 32ft vehicle powered by 2 hydrogen engines. Presenter was saying a number of groups are now preferring Hydrogen over battery power!

Yes, with the grant to come a fids to be announced in the next week possibly 🤞we could well get a run up to around £2.50.

@moonparty I agree with your caveat.

@emptyend I would like to think that the board have decided which route they are taking by now.

Cash at hand takes us too the 2nd half of 2026.

1, Scancell can't of received any offers for the company at this point otherwise shareholders would have to be notified.

2, it's quite possible an offer has been made for glymab therapeutics, still in discussion.

3, licencing agreements, but will probably need massive upfront payments. Need to keep the lights on + phase 3 registration trial + pay CLN's that are due next year.

4, Institutional investors sounded out for a placing big enough to take us to 🤞commerciality.

5, There is probably many more routes but who knows.

I just hope whatever they are negotiating is in the best interests of Shareholders now and not 3,4,5 years down the line.

GLA

Is that not where ITM are also positioned?

Pretty much the centre of attention at the moment.

It's just silly now how this has been pulled back.

Holding tight and if funds become available I will add.

Gla

Hopefully Dennis can drop another good one this week and the fishing should be done for a while!

Today and much appreciated. I must admit I sold all early Friday only to buy back all and more in the afternoon. Not so much fear of missing out, I just looked at where ITM are in the market the news to be released in the next 6 months and further. I truly see ITM being £3 plus in the next 8 months, who knows? But have a strategic plan and execute. I crossed 1 of my own lines by selling built on market execution for no reason. If it dips below Friday's level I will be buying and doubling my holding. GLA

Wouldn't be surprised to see 1 Monday.

GF, if you are invested here I would think from your ramblings that you have over stretched yourself & now with the pullback are looking for answers. This is informed gambling, you take your chance after doing the research & you stick by your conviction to buy or sell if you need the funds. God knows over my time I've over stretched in IOG & FRR and lost the lot. ITM is a different company altogether, suck it up on down days or move on.

GLA

Before ITM join the MSCI.

Whilst I believe the shorts are being helped out here, they haven't long left and that's without any left field news or FIDs dropping 😬

Yep, bit of an own goal with regards to the answer given to the funding question!

I'm sure it could of been phrased differently "we are still in discussions regarding funding" or similar.

I'm sure it won't matter in the end.

CLN's due next year and we've also got to keep the lights on, it's not just the Reg trial that requires funding.

Sale of Glymab therapeutics would/should cover all cost for the above.

Good to see you back Digitalis.

Letting them reduce/close a tad to easily me thinks!

Morning Digitalis

I see you popped over to SCLP. Like here, still a long long way to go fingers crossed.

I believe both companies will have revenue in the

billions in the not to distant future.

I have an isa full of ITM and another British company on the cusp. Scancell (SCLP) obviously do your own research, I've held these for 6 years plus, amazing science and looking at potential commercialisation of a melanoma vaccine that is currently 30% above standard of care at 20 months. That's just 1 trick, they have many more. Take no notice or take a look, if they reach commercialisation in 2029 as expected, revenue should be between 5-9billion per annum. Gla

Thursday morning RNS anyone? Couldn't bet against it.

Could see a run up into the close.

Could be a good opportunity for shorts to reduce, may see an afternoon rise?

Happy it didn't run away today, have my full isa allowance to fill early next week.

Have a good weekend all, onwards and very much upwards.