The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Https://m.youtube.com/watch?si=CDvwDvzQryTtBnui&v=66ya-uvTdmk&feature=youtu.be
Yes. #AST worth a read up…
It will be clarified later in an interview but these guys have had a (inherited) relationship with Riverfort for 4 years and never used them.
The VWAP part needs expanding on, which I understand will also be covered…
The TMS Team catch up with ECR Minerals Chairman Nick Tulloch and discuss current operations, the recent share placement and Blue Mountain.
https://total-market-solutions.com/2024/04/ecr-minerals-plc-4/
The US bank maintains a 'buy' rating for shares in hVIVO, citing its superior growth profile compared to peers, potential for further margin enhancement, and solid market position. The price target is 35p - a 33% premium to the current price.”
https://www.proactiveinvestors.co.uk/companies/news/1045698/ds-smith-plummets-as-mondi-withdraws-takeover-bid-1045698.html
Today's @IrishIndependRX covered this week's exciting developments at the Olserum Rare Earth Project, where approval has been given to commence drilling
https://m.independent.ie/business/irish/cathal-friel-backed-egt-receives-approval-for-drilling-at-swedish-project-site/a1578157051.html
The Company has concluded consultation with landowners and the Kalmar County Board and has been permitted to execute its work plan for drilling at the Olserum Rare Earth Project, which the Company expects to commence in H2 2024. The Company now has a valid work plan for an initial drilling program of up to 9,000m across 42 drill holes, with flexibility to alter the program within the approved working areas.
"We welcome the approval for our drilling programme at our principal asset, the Olserum Rare Earth Project, which is a key step on the project development timeline. Olserum was designated a project of National Interest by the Swedish Geological
Survey and has the potential to become a significant European Rare Earth Element (REE) resource. In addition to the Djupedal prospect nearby, our activities in the area will create jobs in the community and investment in the region, as well as potentially providing Europe's industry with indigenous critical rare earth elements."
https://www.londonstockexchange.com/news-article/EGT/olserum-drill-permitting-and-site-visit-update/16422043
It’s very positive to see approvals for cancer immunotherapy therapies for treatment in earlier multiple myeloma, previously patients had to wait until they been through at least two previous drug regimens prior to being eligible to receive cancer immunotherapies. These therapies have seen significant results in treating patients with blood cancers, though cytokine release syndrome is a major issue. This is where we think POLB 001 can be transformational for patients, healthcare systems, and Big Pharma alike.
https://x.com/PoolbegPharma/status/1779751510999752894
This is not correct!!
Westminster is nothing like Tema!! Sierra Leone is a much better comparison.
You have to think if the WSG BOD have DRC up their sleeve, how many other, additional contracts do they have? their has/was still a massive back log from Covid remember.
Looks to day a few MM/s were short and trying to get stock down to get them back up!
Great write up from @IChronicle on @hVIVO_UK this week…
✅2023 revenue rises 16 per cent to £56mn for #HVO
✅Adjusted cash profit up 44 per cent to £13mn
✅Net cash of £37mn (5.4p)
✅90% order book coverage for 2024
✅Final dividend of £1.4mn (0.2p)
https://www.investorschronicle.co.uk/ideas/2024/04/09/hvivo-has-strong-upside-potential-even-using-conservative-targets/
𝐈𝐧𝐝𝐢𝐠𝐞𝐧𝐨𝐮𝐬 𝐄𝐧𝐠𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐢𝐧 𝐌𝐢𝐧𝐢𝐧𝐠 𝐏𝐫𝐨𝐣𝐞𝐜𝐭𝐬 𝐢𝐧 𝐂𝐚𝐧𝐚𝐝𝐚
@PantherMetals and @RioTinto in the same report!!
#PALM
https://www.events.great.gov.uk/ehome/200275433
Opportunity in #OCTP ⁉️
So, looks like a little confusion here over the latest @Edison_Inv_Res note on @OxCanTech (note below)
Not really sure why…
Program 1 is being highlighted in some areas 𝐍𝐎𝐓 program 2 which was the whole point of the fundraise! 🤦🏻♂️
Program 2 is very much set for Q2 2024.
“Also on 2 February, I added Hvivo (HVO) at 29.25p. Hvivo provides the facilities for testing infectious and respiratory disease vaccines and therapeutics using human-challenge clinical trials. It provides end-to-end early clinical development services to its client base, which includes global biopharma companies. It moved into profit in the 12 months to June 2023. The 2023 calendar year will be its first profitable financial year. An update in January was positive and, like Luceco, earnings forecasts were upgraded for both 2023 and 2024. With relatively fixed overheads, new business is highly profitable, and new business guidance for 2024 and 2025 was positive. 90 per cent of 2024 revenue guidance was already contracted and had good visibility into 2025. The next news report should be the results in mid-April.”
https://www.investorschronicle.co.uk/ideas/2024/03/28/private-investor-s-diary-four-new-companies-for-my-portfolio/
If you want to "blame" me for LND not pushing out a new updated presentation (as i was told) then no problem.
Maybe ask yourself why the Company had not produced a new updated presentation?
Join the dots with shares up sharply higher this morning...
We kicked off April with a great mention of hVIVO in the Financial Times.
The article highlights how London is “stuffed full of quality companies” and proceeds’ to highlight hVIVO as an innovator with plenty of opportunity, see excerpt below:
“Rosie Carr, editor of Investors’ Chronicle, argues this is the perfect time for buy and hold investors to look at the UK market…
There are plenty of opportunities outside the US. “London is stuffed full of quality companies offering a real mix to investors, from solidly performing household names such as AstraZeneca, well-run businesses such as Relx, smaller innovators such as hVivo and downtrodden sectors such as consumer discretionary, where popular stocks like Games Workshop are now on reasonable valuations.”
hVIVO plc, Poolbeg Pharma plc, Amryt Pharma plc and the upcoming IPO of European Green Transition plc are all co-founded by Cathal Friel, who has a strong track record of establishing and scaling public companies. As you may know, Amryt Pharma was acquired by $1.48bn less than 8 years post IPO, while hVIVO has risen from 5.6p at IPO in June 2019 to c.30p today. Cathal has firm ambitions of repeating his success to date with both Poolbeg Pharma and European Green Transition.
...this is MASSIVE.
I have followed WSG for years (to my cost!) but never seen such a careful, positive, upbeat RNS. To use the word "transformational" should not be understated.
Have you looked at the potential numbers here?
If passenger numbers are around 400,000 at say $25 then tats $10m pa over 10/15/20 years?
The DRC was worth $6m a year when passenger numbers were really low (covid years) so $10m is hardly unrealistic...
One to watch here...
https://www.londonstockexchange.com/news-article/WSG/interim-results/16399727
“…Now might be the time to consider taking a position in a company that may be on the cusp of confirming transformative contracts with major industry players….”
https://total-market-solutions.com/2024/03/rua-life-sciences-plc-2/
The notice of allowance from the US Patent Office for a #POLB 001 patent featured in @SmallCaps_UK
The claims cover the treatment & prevention of cytokine storm after an immune response has been triggered - in any disease indication
https://smallcaps.co.uk/poolbeg-pharma-closer-granting-patent-polb-001-treat-multiple-diseases/