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With the US retail investment floodgates opening, I wouldn't be surprised to see the likes of Grayscale hunting down discount to NAV opportunities globally. KR1 are vulnerable to buy and hold funds while the discount remains > 10%...or some long / hold funds may just mop up KR1 shares to enter at a discount. In any case this bull market is just starting and I expect to see 5x-10x increases in value over the next 2-3 years
found this...dated 2011. Copper now $9,577 per tonne and the fibre roll out must mean that a lot of that copper is superfluous to requirements
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We contacted BT investor relations, and they are not arguing with the maths, agreeing that BT does have some 75m miles of copper cabling and that using a £5,000 per tonne spot price for copper this could be worth around £50bn.
But BT suggests the cost for its extraction are entirely unknown (digging up roads/driveways, extracting the copper from the protective sheaths, etc), and there are all sorts of issues, regulatory and otherwise, that kick this into the long grass in terms of a possible scenario. TalkTalk and Sky, for example, have invested in infrastructure dependent upon the copper network and compensation for its retirement, coupled with the need for fibre sharing agreements, would be immediate practical constraints.
Nonetheless, as an academic exercise this raises an interesting point - BT is basically sitting on a copper mine - and while ... copper cable.... is being maintained in situ as a back-up and to continue offering legacy services on both wholesale and retail bases, there will come a time when the copper is no longer required, and can be scrapped...even if this takes 20 years, or more, it could arguably fund the deeper rollout of fibre of the network, or special returns to investors.
No matter how impractical the near-term possibility of this scenario playing out may be, the fact the group might be sitting on such potential asset values ought to be understood by investors, and perhaps reflected in the value of the group.
bad news for you. When you left the EU you didn't think that co-operation had it's benefits. Before Brexit all EU members had the right to move migrants to their first country of entry to the EU. You don't seem to realise that the UK walked out of that right (being so smart I'm sure Brexit voters knew that!)
https://commonslibrary.parliament.uk/what-is-the-dublin-iii-regulation-will-it-be-affected-by-brexit/
It does seem like a bid or auction of the assets is on the cards here. Can anyone point me to realistic commentary on potential sum of the parts value or bid for the assets? Too many people on here think it will be £1 or £3 when in reality that never happens when the share price is 23p. So I'd like to get some sane opinions on asset values based on realistic assumptions. I can't see any bid being > 70p and the only way £1 is possible is if a bidder flushes out other competitive offers for the entire company. Interesting times for holders.
yes - 150k bought at 128.6p....pretty obvious now that there is a large buyer in the background hoovering up all small sellers
We don't want any approaches until true value realised. I want to see this become a UK multi billion pound medical goliath, independent, changing outcomes for cancer services across the world. That would be my yardstick for success, and i strongly believe Andrew Newland will achieve this
£12mn cash at 31 Dec 20 plus £20mn minus whatever they invested in the first 6 months of 2021. Should be ample liquidity to ensure they can't get screwed over by any of those big pharma partners. Really like this line: "The Company expects only a small number of large scale pharma relationships to open the potential of a very large market, with discussions with additional pharma customers in progress."
yesterday's "damp squib" shows that UK investors don't grasp what it means - spoke to my wife who is a medical doctor and what it actually does is open up the prospect of routine post op scanning of breast cancer patients to identify early stage recurrence risk (ie) it opens up an additional repeat analysis business which goes way beyond current assumptions. There is also option upside on whether this latest discovery could be applicable for other cancers and therefore blow open a logarithmic upside opportunity
My take on FDA is that this is a non invasive technology and there is virtually no doubt about it having a massive contribution to make to the world of cancer detection and treatment. The risk of a knock back from FDA is likely to be in the areas at risk of human error - biosecurity, patient identification and secrecy, live cassette transportation, batch sizes, security, risk of false reads, physical breakage, machine integrity etc. I'm a huge fan and my hope is that their journey with FDA has dealt with these "mundane" matters
Big problem is that they issued 190 million shares at 1p just 10 days before listing at 5p...so there is a.massive overhang of early April investors who can cash out for 100% or 200% gains even if the company trades at cash value.
that $2bn market opportunity is US alone! One segment of one territory.
AGL have the potential to be FTSE250 soon enough
Company have stated that they are sending additional information to FDA in May and expect decision in H2 2021. Couldn't be clearer.
Wonder what would happen to the share price if management decide to allocate some of their first crypto to fiat world finance project DeFi tokens to Valereum shareholders on an x for y basis , with perhaps some preferential right to purchase tokens at the ICO?
relative to other cryptos these are still very undervalued so I can see them rocketing into the close today with the profit taking over. Could close at 75p
I believe that over the course of the next 3-5 years everyone will be paying £12.56 pound
No additional patient trials is the biggest news in this announcement. No new patient trials means the FDA think the basic science evidence and existing data is sufficient. Without doubt the biggest risk with the FDA is any requirement for more patient clinical data as it tends to mean they aren't happy with the science, and trials cost time and money. Angle don't need this. Draw your own conclusion. For me, the approval risk has reduced even though timeline has pushed out a bit. I think the US investment community will see the share price as an opportunity this afternoon
that's serious money - 6 trades > £100k. Price down on the day but hey ho....anyone who wants to follow the big money today can do so tomorrow at a few pennies less....unless there is another RNS out of the blue. When these are £8 we will look back at strange price action days like this
Barclays apparently refusing to offer it to customers. Presume the word cannabis off-putting for them, as opposed to an understanding of the medical applications
Interesting interview with CEO...clearly he thinks Kanabo should be valued like the US/Canadian peers, even after a decent opening day on the markets