Member Info for CaptainSwag

"CaptainSwag, I have also been looking into it, and around intolerance testing and there's not much to go on as you say.

Just want a honest post from someone with facts as to why this is "the next big thing for 2024" as posted, surely its not much to ask?"

selby - you wont get what you ask for because they can't. there was nothing tangible in terms of news in the latest update. there was just a slither of jam tomorrow - through using vague ambiguous terms - positive / confident etc etc

no significant contracts from the US of A - despite them having only one line of products and it being the target market,

a quick look at the board will tell you the type of post you can expect from each of the cheerleaders....whether it be funnies (erskine) or abuse (DJ) or low intellect ramps (5-0) etc etc so don't waste your time expecting anything else

"Eh captain, so you're saying you lost a five figure sum under colin years ago and only now you're doing any research, talk about a fool and his money!!!!!"

No ..if you read what i am saying - i am continually doing research and updating myself on the company...i bet a lot more than some if not most of the holders do..that is why i can pull you up on the fluffy froth you spout...which some holders on here want to hear but has no substance to it

1. If they wanted to, would they have done it already or:

GLENCORE WOULD WANT THE MINE. HOWEVER 2 OTHER TWO MAIN INVESTORS WILL NOT TAKE A HUGE HIT JUST TO GIVE MINE OVER TO GLENCORE. THEY MIGHT BE WILLING TO SELL FOR A PREMIUM ON WHAT THEY PAID...BUT LA MANCHA CAME IN TO PROTECT THEIR INTEREST AND STOP GLENCORE TAKING IT INTO ADMIN AND GETTING IT CHEAP IMHO

2. Is part of the point of them doing the DD right now to ascertain 'cost to complete' with half an eye on what it would be worth to buy it or

I SUSPECT THERE MIGHT BE A DISAGREEMENT BETWEEN THE TWO NON MINERS AND GLENCORE. GLENCORE WOULD BE HAPPY TO TAKE IT TO ADMIN - DIVVY UP THE SHARE 3 WAYS FOR THE TOTAL REQUIRED TO COMPLETE

3. Actually do Glencore want to buy a fully de-risked mine - fully built up and running as right now they share the risk with La Mancha (who lose more than Glencore if it doesn't) and Orion (who also lose more than Glencore if it doesn't).

AT THIS STAGE I DOUBT THERE IS ANY REAL RISK FOR GLENCORE. THEY WOULD HAVE THE MINE IN A JIFFY AND LETS BE HONEST HAVE TO CASH AND CONTACTS TO GET THE PROJECT COMPLETED PRONTO

I SUSPECT THERE IS A LIMIT TO WHAT BOTH LA MANCHA AND ORION CAN OR WANT TO PUT IN....THEY DON'T WANT A MINE. THERE IS HOPE FOR PI WHICH THE MARKET IS REALISING. THEY WILL PROB KNOW ALREADY IF DEBT DEALS ARE TAKING PLACE.

GLA

"A bit of a share squeeze on low volume?

Only 34% of shares in private hands which

is only 91 million shares and a lot of them are

propably tightly held."

exactly - and now we are in territory where any shorters will be having second thoughts...take a nice profit or run the risk of getting spanked hard.

thing is the funding solution will be quicker than they have let on....good management now and used to getting massive funding over the line....no longer ruN by AIM chancers.

if news on funding drops and it is good...then the sp will rocket

I don't see a takeover on the cards by an external party. They would have to buy from pi and that would then rocket the SP up. Ii won't sell.

Pub ..as I keep saying ..Orion and la mancha don't want to own a mine..they are investment funds..but shares and sell 5-6 years later when so reflects a completed project.

If the company goes private..they would probably have to sell to glencore ...and then are at their mercy.

They want it on an exchange that they can sell shares to anyone when they want..when the mine is up and running and making profit.

I think your assessment was most likely before mancha took over company and ploughed more money in ..they could have taken private already if that was the goal

Market can see other possibilities.

Remember they can't place at less than nominal value without shareholder vote.

Can't see pi voting like turkeys for xmas

Actually no..the more I spend on here and spend time researching the more it looks bad

"5-10P is my assessment"

could be - but I don't see it. firstly I think SP will gain with the market realising the project will be completed.

so if they do raise then could be at a higher price.

more importantly i don't think La mancha and orion want to wipe out their existing holding. They wont want a share of a private mine....cos then they will be trapped and reliant on glencore - and they will know their games.

Can see this project getting funded by more debt hopefully....restores all SH value and keeps company on an exchange

Whilst i hope so for shareholders - I am afraid I can't see it.

There was lots of jam in last rns but no real substance.

Well the west is happy to give ukraine enough resources to continue the war but not actually win it.

biden is happy to fight until the last ukrainian.

lets hope that some peace deal can be brokered and the senseless slaughter of young men ended.

would be great to get the share back trading and dividends etc

Interesting point - no trades showing up on lse so far for 2024.

"Take for instance, the IgG tests. This test involves exposing a sample of your blood to different foods and measuring the resulting antibody (IgG). However, most of us will develop IgG antibodies to food during our lifetime, despite not getting symptoms. This is because IgG is an indicator of repeated exposure, not a food intolerance.’

Colucci concurs. 'Whenever we eat any food, our body produces a small level of IgG antibodies to help us digest that particular food. Therefore, these tests often come back with a whole list of foods the patient is intolerant to, but in reality these are the foods they have most recently eaten, or the foods they eat the most of.'

Wonder what is in store for odx?

more drift down is my bet over the next couple of months

Https://www.nytimes.com/2022/09/13/well/eat/food-sensitivity-test.html#:~:text=%E2%80%9CThere%20isn't%20anything%20in,Stukus%20said.

It is important to understand that this test has never been scientifically proven to be able to accomplish what it reports to do. The scientific studies that are provided to support the use of this test are often out of date, in non-reputable journals and many have not even used the IgG test in question. The presence of IgG is likely a normal response of the immune system to exposure to food. In fact, higher levels of IgG4 to foods may simply be associated with tolerance to those foods.

Q - i will post my honest opinions on this board backed up with facts where possible.

i have made it very clear that i am not going to be bullied off here and hardly ever react to continual provocation.

it is all there in black and white for everyone to see.

There is still a long way to go and plenty of risk. But I am feeling better than a month ago.

I still think la mancha don't want to destroy their existing holding.

I just wish they would sell off some assets to get mine number 1 through.

Interesting that the feasibility study not released.

True tradesin...

but traffic to the site will suffer if posters get fed up of their posts being removed for no good reason

"So what’s changed ?"

the fact that the big three were happy to put more money in from their own pocket - and shows that they are committed to getting the mine finished and aren't just looking to raise equity. also shows an appetite for other solutions rather than taking the whole thing private.

look at the market's reaction

Pretty innocuous posts getting deleted - will drive down traffic to this page...it will return to tumblweed

This is not good for the site and not good for this share

"But they have lost nothing the cornerstones as prob all part of the plan to distress HZM and take the majority of the asset

They will of known all along that HZM had the feasibility wrong

They are not stupid they wanted the asset and control

Getting the other half of the asset mitigates the initial loss on writing off their own equity"

not sure how yesterday's loan distressed the company further?

the market certainly did not think so.

if your statement was about glencore solely - then i would agree with you...however the other two big boys don't want to own a mine. they want a return on their investment which means not getting stuck in a partnership with glencore where they can't get their cash back.

if the company goes private they will be trapped and dependent on glencore. they will only get back what glencore see fit to give them...

they want it on the market..with the true value recognized and they can sell when they want