Member Info for BurtonD

POLB CEO is joined by the CEO of Silk Road Therapeutics on @Proactive_UK:

🤝 Silk Road Therapeutics option agreement

🦠 Behçet's Disease

🔬 Development of tPTX

🧲 Commercial Attraction

👁️ Overview of #POLB full year results

https://www.youtube.com/watch?v=MOTQwbvmIuQ&t

European Green Transition (AIM:EGT) has signed an exclusive option agreement to acquire a copper tailings recycling project at Limni in Cyprus.

The Limni Project perfectly fits their aim to pursue what they believe are high quality opportunities where they can potentially generate near term cash flow efficiently. They have seen a strong interest in copper with increased M&A activity, particularly in the London market. In light of shortages and rising prices for the metal, they believe this project is well placed to benefit from Europe’s green energy transition.

In addition to the copper tailings recycling project, there looks an excellent opportunity to develop a second revenue stream at the site by developing a solar power facility there. Around 80% of Cyprus’ energy supply is currently based on fossil fuels, providing an opening to develop and operate a domestic, renewable energy source, and with the high level of solar radiation across Cyprus, a solar project is a perfect fit. It is EGT’s intention that the funding of any such facility would be funded entirely by an existing solar power provider with the potential for EGT to receive an annual long-term revenue stream from the solar power operator.

This is very exciting news for EGT, and it is an example of the company’s strategy in action, broadening focus and expanding their scope to access green economy projects in Europe. The Limni Project perfectly fits their aim to pursue what they believe are high quality opportunities where they can potentially generate near term cash flow efficiently, while also prioritising the environment and the local community.

Https://we.tl/t-yRlLUNWk3n

Https://youtu.be/t9tpBKp-kIU?si=gF6BFlcaLitwO5wJ

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/

...a new pinned tweet/post after nearly 2 years! Time for news flow??

Interesting.

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.

...the 500k Ghana Settlement and EIB payment of 850K are so very timely and shows why WSG settled when they did.