Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Thinking of taking a position here, seems to tick all the boxes.
Reading through the RNS, financed from placings (standard), no loan facilities mentioned, 100% owned assets in the UK with permits in place - yet the sp is stupidly low, especially when you compare to some of the junior explorers in other countries who have found diddly.
Am i missing something? What gives?
Toffers - i think this is indeed a long hold, also its a slow process of rebuilding trust and credibility.
Don't forget - Eua and GGP big rises were in covid when there was a lot of free speculative money sloshing around plus near zero or negative rates.
The landscape is different now.
Finally getting some width is what was needed, now there needs to be continued progress.
So if i understand correctly, it's-
Accreditation of antibodies
Clinical trials
Accreditation of test
Reimbursement codes
The antibody bit feels a little murky - why did they switch to Proteogenix?
I wasn't particulary impressed with that interview to be honest, some potentially positive bits, but more questions than answers it feels
Brondby - yes, thankfully a small raise / low dilution, we are still sub 400m shares.
More detail is needed - where are we with a timeline now? Does changing the provider of antibodies affect how the test will work on Biotechne's kit?
They talk about getting an accredited antibody at the same time as doing US clinical trials.
Clarity please!
Well, in a lot of placings I've seen, the SP at least touches that price so expecting to be back down to 2s shortly.
There's some interesting stuff in there also, but kind of feels that what's not being said may be more important.
I think the market is going to need a bit more clarity than its received this morning.
Jury's out, but not great and not handled very well imo.