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This can move a lot on any volume, I wonder if we’re seen the lows?
It’s got to be close, with a market cap of only £12m this must be on the biotech fund buy lists. Any news of meaningful sales of the lead product or a distribution deal will be huge, the company needs the revenue.
On a strategic point, I doubt there’s a better time for an interested US pharma to swoop in for a takeover, with the pound v dollar at record lows, this is a bargain.
It would give immediate access to an approved diagnostic product that’s unique in the oncology industry as well as the vast biomarker database held by the company.

Still wondering when this will take off, checkpoint inhibitor drugs are really gaining momentum and this type of treatment will likely have a huge market.
OBD’s test is unique and should be the go-to for all cases considering this treatment, can be massive, just a question of when…

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6503493/

Great update and quite significant as it means the project will add more resources outside of the high grade zone.
This could even have bulk tonnage potential.
The Resource estimate (MRE) is on track to be released in May/June.

“An updated JORC Mineral Resource Estimate ("MRE") remains on track for completion in Q2 2022, once the assays are received in respect of the remaining 33 outstanding drill holes”

I have to admit, DEST has been a poor performer in recent months even though the company has indeed made very good progress in it’s lead assets M3 and XF-93.
I think it’s a absolute bargain at this level and am expecting a quick move up to 125p and beyond once the placing shares are absorbed by the market and key newsflow begins.

SUMMARY:
£36m market cap
XF-93 asset due FDA Ph3 design approval Q2
M3 asset in advanced partnering discussions for Ph3
SPOR-COV progressing well (not core but a good bonus)
Recent placing provides cash runway to mid 2023
Broker price targets 300p+ (500% upside!)
Peer Nasdaq companies valued at $500m+

Seeing the director purchases over last 2 days I don’t think there is any negative material news otherwise it would have needed to be announced.
The simple explanation for the drop is there has been a seller and as liquidity in not great this amplifies the downward pressure.
Once the seller is cleared, which may be already done, this has plenty of room to rise.

This is down because of uncertainty of KAP’s dependence on Ruski banks and on it’s significant use of uranium enrichment in Russia.
The sooner they cut ties with the lying, deceitful, untrustworthy and murderous Russian regime the better. Until then they are not investable in my opinion.

Seems like this just keeps dropping and dropping…

Market cap just £18m
Cash raised from a US fund a few months ago at 46p per share.
Meaningful revenue expected in 2022.
Strong IP and multiple partnerships with leading global pharma companies.

Unless there’s something we don’t know, this looks a bargain.
Today’s drop could be down to tax loss selling, new tax year starts tomorrow.
I’m well underwater with these as are probably most holders but I’ve added at these levels.
Any positive guidance of sales for it’s flagship product and this should bounce hard.
Opportunistic takeover is not out of the question either.

“completion of the transaction, expected within the next two weeks”
Rackla Metals just need the TSXV final approval. I would expect everything else (including financing) to be in place already.

I’m not surprised at the share price recovery in recent weeks, it was oversold on negative sentiment and is just getting back on par.
The AGM update a few weeks ago was bullish. The geophysics survey results are in and will be creating new targets for drilling on Cheyeza East as well as Muswema targets.
While ongoing discussions with ‘two major mining houses’ about a commercial transaction are in progress with one at an advanced stage.
We know one of these is probably Anglo American, but the other party is likely any of the following who are already active on copper projects in Zambia: Barrick, First Quantum, Vedanta, Glencore, ZCCM, China Non-Ferrous Metal Mining, Jinchuan Group, Vale.

Interest will start building up to the next two drills only weeks away. Kveikje in late March followed by Cambozola. The biggest prize is a successful strike in Cambozola. LBE also recently won an extension for Cambazola north so has a good interest there.
At these levels I think it’s worth buying/topping up.

“Cambozola will be drilled back-to-back following the PL 293B Kveikje well which is expected to spud at the end of Q1 22.”

I think 2022 will be a good year for Arc, lots of potential, a JV or purchase of the Zambia copper project must be near.
Although a side-show, the closing of the Misisi project in DRC is also imminent, Rakla have been busy marketing in recent days ahead of their financing, their presentation tells you all you need to know. I think they are getting a bargain, the 3.1moz gold project is significant even if it is in DRC. Worth a lot more..
Anyway the big prize for Arc is the high grade copper in Zambia and this year it’s time to deliver.

Surely this is a buying opportunity today, Kazakhstan may see temporary political upheaval but KAP will continue to produce and sell uranium.
The political uncertainty will cause the uranium price to rise as buyers will seek to secure supply. (42% of global production!)

After the correction in Nov and Dec, it looks like the U bull market is getting back on track again.
Demand is steady, inelastic and growing. While the supply side is in danger of entering a shortfall with Sprott, Hedge funds, physical funds, producers buying up any remaining supply on the spot market. Security of supply is staring down the face of utility fuel buyers who have not entered into contracts, and there are many of those.
With the likes of Kazhakstan (42% of global uranium supply) going into political turmoil yesterday this could get interesting.

The recent placing knocked this down from the low 20’s and created a great buying opportunity. Lithium price is buoyant and it looks likely to continue on demand vs supply fundamentals

Goldman is increasing it’s holding, I wonder if they are building a stake on behalf of client, a takeover approach from a big US pharma or private equity firm would not surprise me.

Interesting why or how Goldman has acquired a 6% stake here.
Something brewing?

I’m not too sure about technical charting on YCA. This is sentiment driven and will follow the uranium spot price in the months ahead. Although not immune to general market sell-offs, the real driver will be demand for shares once the spot price starts moving up.
The biggest catalysts in my opinion are:
1) Sprott Physical Uranium trust returning to buying (they paused buying for a few weeks now but I predict significant buying in the new year, which will only increase substantially once listed on the US markets)
2) EU taxonomy inclusion of nuclear power - this decision is due soon, probably before Christmas and odds are good that it will be included. Come on Ursula, make the right call.
3) Utilities returning to contracting - this is well overdue and sure to start in 2022, once it does, I think $60/lb spot is a near-term target

History shows that commodities do well in inflationary times, smart money will flow into this.

Is it true that SNG001 is equally effective against any covid variant?
I’ve see a recent research report (not Synairgen research) where INFs were lab tested against various covid variants and there were variations in these results between different types of Interferon and variants of covid.
Bottom line was that Inteferon Beta was good at neutralising the Delta variant. Curiously it wasn’t that good against neutralising the original Alpha variant.
If this same logic proves in the real world could we see much improved Phase 3 readout than we saw with Phase 2? Since the assumption is that phase 2 was broadly Alpha variant patients and phase 3 is broadly Delta variant patients.

Considering today’s market reaction to a potential new variant of concern, YCA looks a safe investment. Uranium demand will not go away and is increasing, while supply simply cannot be brought on fast enough. Namibia might reimpose lockdowns and this in turn might close the uranium mines there. (Namibia is 5th largest uranium producer in the world).
Buying opportunity while trading at a 10% discount to NAV.

Cantor Fitzgerald reaffirms Buy Rating with £4.75 Target Price for Yellow Cake PLC as Uranium Repurchase and Buyback Options Exercised.
“The net-net impact of this option exercise and buyback is immaterial to Yellow Cake”.
Cantor has a short-term $60/lb U308 price forecast.