Member Info for BurtonD

Https://www.ft.com/content/7fd2dfce-65a2-4a16-88a7-c304f312b68c

Https://www.cnbc.com/2025/01/14/greenland-critical-minerals-are-big-part-of-donald-trumps-fixation.html

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LEXINGTON GOLD (LEX) +10%; Maiden JORC exploration target established for Bthaville Project, SA. Estimated target of approx 16-30m tonnes with an avg grade between 3.26-6.03 g/t Au, equivalent to 1.7-5.8 Moz of gold

Maiden JORC (2012) Exploration Target Established for Bothaville Project, SA

https://www.londonstockexchange.com/news-article/LEX/jorc-exploration-target-established-for-bothaville/16850395

HVIVO has successfully completed a pilot characterisation study for its hMPV strain A2 challenge agent, demonstrating proof-of-concept for a future hVIVO hMPV challenge model to test new vaccines and antivirals.

Please see the full announcement available here: https://www.londonstockexchange.com/news-article/HVO/hmpv-challenge-model-update/16848323

The pilot study, which took place at the Company’s state-of-the-art quarantine facility in Canary Wharf, produced a safe, measurable and reproducible disease in healthy volunteers with strong rates of infection and symptomatic disease.

This study confirms that the Company has a viable hMPV human challenge model which can be used in future human challenge trials to support the development of hMPV vaccines and antivirals to meet this unmet medical need.

Their hMPV model could play a crucial role in speeding up the development of a first vaccine or antiviral for this global pathogen, which is currently causing particular concern in China where a surge in cases has been recorded.

HVIVO successfully completes pilot characterisation study for hMPV, prepares for challenge trials

https://youtu.be/eTkrPKIr-h0

For what it’s worth, here is my take….

I see some peoples strategy is to sell #POLB and buy Hookipa to get the CVR. This is an obvious strategy BUT in my opinion a potentially dangerous one!!

Hookipa is loss making, though it is clear that with the Poolbeg influence they are doing a massive headcount reduction. No way Hookipa could raise the 30m fundraise PIPE without the Poolbeg team and the Poolbeg deal on the table. If the Poolbeg deal doesn’t go ahead then Hookipa share price is likely to drop considerably lower than where it is now.

With me so far??!

 

Poolbeg have shown that they’re very effective at running their capital light model still having £10.1m cash 3 years post IPO and the management team have turned around loss making companies before like hVIVO.

I think the best route would to be not overly risky and simply wait a few weeks and invest in the $30m fundraise as a I expect most existing Poolbeg shareholders would be offered the possibility to participate.

 

By doing it this way, you are not exposed to the risk of the deal going ahead or not and you still see the benefits of 45% of the $400m+ milestone payments which stay with the combined company.

#Simples

Https://youtu.be/D4-LHHGm_QE

Https://www.londonstockexchange.com/news-article/TRP/transformational-farm-out-agreements/16846340

“…We’re replacing high emission gold production from mines with very low emission gold production from tailings…”

Full feature Article Link :https://total-market-solutions.com/2025/01/fulcrum-metals-plc/

Interview only : https://youtu.be/vlS5DojZebE

Https://www.lancashiretelegraph.co.uk/news/24839517.lancashire-exploration-company-secures-2-18m-investment/

Https://www.telegraph.co.uk/us/politics/2025/01/07/donald-trump-buy-greenland-denmark-minerals-security-space/

“Asked whether he would exclude the use of military or economic coercion to acquire Greenland or assume control of the Panama Canal, he said: “No, I can’t assure you on either of those two. But I can say this, we need them for economic security . . . We need Greenland for national security reasons.”

https://on.ft.com/3PqfoFa

Lots to like....

-Link to Greenaswitch plant https://drive.google.com/file/d/137lEK9sqDdoxA_Uc6gCQtQUvLIvmgM30/view?ts=6777f019&pli=1

-Replacement value of the Green-switch Biodiesel plant is £180m with a scrap value including land of £15m (twice current market cap)

-Perfectly positioned to take advantage of sustainable aviation fuel boom

-£10m 4 years refurbishment completed, considered “as new” by engineering group who built the facility in 1989 and completed a 4-year refurbishment completed in 2024

-Plant currently being ramped up with first revenue in March 2025

-Annual revenue when the plant was in full operation pre maintenance shutdown was £75m with net profit of £30m

Creates a self-funding opportunity capable of drilling Jameson and Disko??

-Operation currently applying for £55m of grants from Italian and EU states, news imminently on this it appears...

𝐍𝐄𝐖 𝐓𝐑𝐀𝐃𝐄 𝐈𝐃𝐄𝐀 #80M 📈💡🎯

✅Cashed up

✅Director, Rod McIllree, owns 6.4%

✅Acquired 49% strategic stake in Hydrogen Valley project, Italy

✅Q1 : Restart #Biofuels production and will be revenue generating

✅Billionaire-backed mining firm @KoBold_Metals have JV

Poolbeg has issued the following announcement this morning: https://www.londonstockexchange.com/news-article/POLB/update-potential-combination-of-poolbeg-hookipa/16839866

The Boards of Poolbeg and HOOKIPA are pleased to confirm that significant HOOKIPA shareholder, Gilead has indicated its intention to vote consistent with the HOOKIPA Board's recommendation if a formal offer were to be made and to participate in the proposed concurrent Fundraise, consistent with its current contractual obligations. Gilead owns 1,875,947 HOOKIPA common shares, representing 19.4% of HOOKIPA’s existing issued share capital.

Oppenheimer & Co. Inc. has been engaged by HOOKIPA as placement agent in connection with the private placement fundraise.

I have included a link to the video, there is a minor change to this video as it includes reference to Gilead's intention as outlined above at around 3.58. https://www.brrmedia.co.uk/broadcasts-embed/677bd7fc139c6b2fd9c4bff3/poolbeg-pharma-combination-of-poolbeg-and-hookipa-pharma-inc-v2/?popup=true

Good afternoon,

I hope all is well and please link below to an explainer video that I have recorded following the 2.4 announcement late last week: https://www.brrmedia.co.uk/broadcasts-embed/66bf3c4aef33bcf5ad2916dc/poolbeg-pharma-hookipa-pharma-inc-to-aquire-poolbeg-pharma/?popup=true

As said in the video, unfortunately under UK Takeover Rules at this time our comments are limited to what is included in the 2.4 announcement and the Fundraise Presentation.

Kind regards,

Cathal Friel

Chairman

Our CEO & CFO will be presenting at the @proactive_UK One2One virtual investor forum.

📅 30 January 2025

🕕 6:00pm

💻 Virtual event

Register to attend:

https://www.proactiveinvestors.co.uk/register/event_details/454

"...Thank you for contacting us, unfortunately under UK Takeover Rules at this time our comments are limited to what is included in the 2.4 announcement and the Fundraise Presentation which can be found here: https://www.poolbegpharma.com/investors/potential-combination/

The Boards believe that the Potential Combination would create a Nasdaq-listed Combined Group operated by a combined management team experienced in successfully developing and commercializing medicines. The Boards also believe the Potential Combination would create a diversified clinical pipeline led by multi-KRAS targeting HB-700 and Phase 2-ready small molecule POLB 001, with potential value inflection points in areas of interest in the pharmaceutical industry.

Hookipa’s current strategic partnership with Gilead offers up to $417.5 M potential future opt-in, development and commercial milestones and significant sales royalties.

We will make any further updates to the market in due course..."

Https://total-market-solutions.com/2024/12/20-mining-companies-to-follow-for-2025-part-2-f-z/