Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Thanks Luke /DJR and yes I agree fellas we will all get to the promised land one of these days it’s just a case of when ... hope ur both Well and keeping safe altho that sentiment goes to all invested here.. GLA
Anyone been invested here as long as I have will know that anything JM says time wise u can take with a block of salt as it’s usually a lot longer than specified for a multiple of reasons but he gets there eventually ... ur right Wasa 2 years it’s taken endeavour to get here and finance discussions have been going on with the consortium for as long as I can remember and they still are now but it will happen I’m sure of it as the economics here are totally compelling .The Orion finance Deal was fantastic news and yet in some ways not so good in a kind of bizarre way as I just sensed shortly afterwards that the up front cash would provide the board with a comfort blanket to take their time and expand the project timescale right out and up to their optimum date ...which has always been Set for 2022/2023 ..as this is when they think the sweet spot for the EV market and nickel demand will be at its zenith ....and I don’t disagree with that view point if the truth is known
In the interim Up until recently it has remained the classic slow burner with its huge potential emphasised with the huge financing Mou in Aug which has clearly impacted the shareprice and rightly so ...but sure enough shortly afterwards the signals soon followed that the timescales may be protracted a tad ..and hence the price has retraced accordingly but like many stated what’s a few more weeks in the bigger picture ? Not a lot I’d say myself
So If u are invested here for any length of time ur in safe hands with Hzm as it’s still massively undervalued and the reality is once the finance and equity portion are on the table it won’t be at 5.5p that is for sure .. Exciting times await Gla
Get in there !! If u ha e done your research here then u will have to look very extensively elsewhere to better ur returns on this over the coming months but that’s me thinking out loud .GLA exciting times ahead here
I think this is about to pop !!
Morning all
When a management team executes, stock ascends, and the position becomes a larger % of your portfolio, it has earned that right.
A useful quote that as Tils appears to fit that narrative pretty well bearing in mind It was only 27p back in February and yet the journey has hardly started with so many strands still all in play...
We have the Brazil trials about to commence soon with the crown jewel Foralumab perfectly poised to be a potential world beater , at a time when the world is absolutely desperate for a solution to Not only covid ..but a whole plethora of medical conditions that this drug and others in the stable can hopefully satisfy .
We have a BOD that have consistently delivered In maximising share holder value , We are cashed up in the bank ,We have 5 NDA’s with big Pharmas in tow , a main market listing in the U.K. is imminent , a top US analyst has us valued at over £4 and in just 8 /9 days time u will receive a 1 for 1 share in Accustem which irrespective of its valuation right now ,is Undoubtedly going to be worth a lot of money at some point soon ...it has to be with its performance levels in a market screaming out for that type of product and with that level of accuracy and quality
Bottom line is if ur in this share by month end u know u will be getting a 1-1 share in Acc that at some point will be worth top dollar ..not only that but Tils itself has multiple shots on goal to significantly increase its value ...Short and longer term
As such I’m not sure why anyone would be selling their shares b4 hand and conversely why wouldn’t people want in given what’s on offer ??
It’s .. a total no brainer but that’s just my take on it anyway more importantly keep well and stay safe GLA
Some strange commentary on here as if I had 100k shares at 35 p I’m not sure I’d be playing down expectations especially when we cud be on the cusp of some proper ground breaking news ... to me it sounded like someone justifying why he had top sliced but only he knows that ....
For me I think DP is a top CEO and so far delivered on my expectations pretty well along with the rest of the board and recent additions only add weight to that argument ... More pertinently on his last Iv Duncan said pretty emphatically when asked about the next inflection points that the Blautix news would potentially be the next catalyst
Now to me as the CEO I’d have thought he must have access to up to the minute data of the trials progress and whilst I accept he may not have been privy to the final final results he must have a bloody good idea surely
In this life and especially on Aim I fully accept u can never count ur chickens that is a stark reality but I’m not at all sure there are too many grounds for pessimism at this point altho that’s just my opinion Either way we shall find out very soon and hopefully it’s good news for all invested here ...whatever their take GLA
What is happening here folks , the mms are pulling ur pants down atm with a spread of 151-157 with buys at 155 and sells at 151 ... whether the news lands Monday or even sometime next week the reality is that all the signs are saying it should be news worth waiting for ,and bearing in mind some of the incredulous share jumps for companies with nothing like the potential of this one... it’s unbelievable really to think that many here are being suckered into letting their shares go so cheaply bearing in mind u cud have got 175-180 a few days back ... That said I also realise and accept that in some cases it may be an emergency to raise cash and if so fair enough but if there’s a better share to be in right now with such game changing news as close as this then I’m not aware of it ...but that’s just my opinion . Either way to all those invested here keep well and stay safe GlA
Morning all ...As far as half yearly updates go that’s got to be one of the best I’ve read in many a year and furthermore for any remaining doubters it’s now there in black and white that the blautix results will be here in a matter of days so brilliant news all round
To think this potential unicorn Company has only 131 million shares issued and a mkt cap of just £200 million is an unbelievable opportunity given what’s in store and on the cusp of delivering news that could completely transform the landscape here and catapult the share price to a much more realistic valuation than what we are seeing at the minute
In fact where we are right now reminds me of a famous Warren Buffett quote and that is “when it’s raining gold it’s time to get Ur bucket out and not ur thimble ..
F WIW I think this is one those times GLA
https://www.irishexaminer.com/business/companies/arid-40056362.html
Looking really promising here ...
Evening all not sure if this has been raised b4 but the interesting bit of the last Rns apart from the incredible cv of Katrin Rupalla was the opening introduction as to why this was happening and this is what it said
“4D pharma makes strategic appointment of independent Non-Executive Director in response to “new clinical success“ and next stages of global development“
Now I fully appreciate the news contained in the Rns of the 26/8 was truly awesome and “the new clinical success “could quite rightly relate to that.... but for me I think it’s more likely a pointer to the news due anytime soon and as such more of the same
It may be entirely wishful thinking on my part though accept that but I’m also pretty certain that DP and the board have known for a fair while now what’s coming with The Blautix Results for absolute sure so it’s quite simple really ... just strap urself in fellas and enjoy the ride GLA
Haha ?? Ive just seen the one at 15.50 odd also reported late and I can prob say that was a sell ... all the best and fingers crossed for the right news here anytime soon GLA
I Cagney ...Now if ur telling me that’s a sell fella then one of us is clearly in the wrong game here ...Lol either way the signs are all promising GLA
Well that’s a decent start to proceedings ... if that 4 million trade was a sell whoever it was has had a mare .
Morning all , just a couple of things to add to some top posts firstly the Foralumab trial in Brazil linked with the Sa Paulo hospital where there will be no shortage of patients but if the results from that prove to be any where near as expected then that suddenly becomes huge news as approval will be accelerated quickly given the grave state of play there at the present time
The other unknown big factor here though is the M & A possibilities just forward the proactive video to 8 mins 30 and watch GC s face when Andrew Scott asks him about interested parties ... not sure he would make a great poker player tbh but his expression said more than any words could ever do
Having been in this game for many years now I totally get the market reaction here as there may be some timescale available to try ur luck elsewhere b4 the re rate starts to build here as it surely will ...but playing a game of chicken with the share price Atm is a brave move imho ,as anything could drop at any time with these boys .. exciting times nonetheless and GL to all invested here
Could be very interesting here hopefully... as having followed the pricing all day I’d say that both of those late reported trades were almost certainly buys ... so somebody has clearly been loading up here big time
More excellent news ... the facts are , that there have been 4.4 million covid cases in Brazil with second highest numbers of deaths at 134000 so this today comes at the right time and right place for maximum impact as there’s clearly an urgent need for help so a very smart move all round imho
U catch covid and ur conditions rapidly deteriorate and make no mistake U need something like this .. it’s literally a life changer and gets straight to the crux of the problem
It’s yet another reason why the price targets for Tils are set at the level they are for year end ...brilliant company and so much scope here for sure but that’s just take on it .. GLA
Thanks fella , but what u have said there is absolutely spot on ... as the trick here is to understand what the combined value of both these entities will be at the time of the de merger and also taking into account what news could also come out in between ...and that could be plenty ... pushing the overall value up even more
Personally, I can’t see how one of the big players will not ultimately take out StemPrintER once it’s all sorted and that should extract even more value
Final point being ,the last time the hype happened regarding this scenario was the end of July ...and the shareprice nearly run to £3 ....so if u thought it would get even remotely close to that this time as it well might ... then why would u be selling at 147 ?
I just don’t get that bit for the sake of holding on to ur shares for even another 1-2months and cashing in ur chips then if u so wish , on what should be a steady rise upwards from here
To think u will own shares in both Tils and Stem with all they offer is pretty amazing as don’t forget we have 5 NDA’s with other huge pharma companies in our back pocket ,256 patents and heading for the main market ... unbelievable Jeff
So yes ur right ... either buy in now at 1.50 and hold or wait til it’s possibly £3 ... sounds crazy ur absolutely spot on Imho GLA
The one massive plus today is that this Rns puts to bed the uncertainty that has been here for some time ...and that’s clear clarification that Stem will now be demerged ...and all the dates and road map outlined exactly as it will be
I was invested here for the therapeutics side originally as I think they’re superb in their own right but the added bonus of getting a 1-1 share in StemPrintER was not something I was expecting when it was first announced a few months back especially given its potential value after the Asco event and how fantastic it was compared to the world leading brand that had been swallowed up last year by Exact sciences for 2.8 billion
The reality is right now Tils at 138 p is valued at circa 260 million and as JH says the IPO ultimately will value StemPrintER when that actually happens so trying to do that is pure guesswork
I’ve no idea how much that will be tbh but if Stem is considered 40% more effective than the best on offer right now it’s going to be a fair figure that I do know
In some ways it’s simply a no brainer here as the combined value of the 2 companies should be a lot more than 260 million that it is today and that really is the reason why I’m not only only holding on but adding more in the interim as it has a long way to run b4 the real action starts imho ... Happy days !!
GLA
Morning all , the key here right now is trust your research ... that said i fully appreciate all those buying in at a much higher price and seeing the sp at these levels is disappointing to say the least and I get that Big time ...but the reality is nothing has changed fundamentally .. we all know that track record and skin in the game by the key players is a huge factor in the way those people think and bottom line is that they are no mugs when it comes to striking deals and extracting value ...it’s all there to see ...the fact the share was 40% below the last placing price tells me it’s in oversold territory For sure and Imo poised for a re rate anytime soon .
Anyone invested here knows full well that the therapeutic stable of drugs is as good as u will find anywhere and on top of that it’s now a given that Stem will be either sold or demerged at some point but either way it’s a win win for all invested here as it’s value is clearly not in the current price at these levels ...
I also agree with Y Alam that the Bod did not cover themselves in glory at the last fundraise altho the big plus is that we are now pretty well cashed up and removes that immediate uncertainty and as such whichever way we look at it it puts us in an even better position financially than we were ,the last time the price was at 125-130
Look I can only speak for myself but I’m pretty sure that much is happening behind the scenes and undoubtedly these things take time to materialise they just don’t happen overnight so once the big news lands as I’m sure it will it should reflect in a far higher mkt cap than this ... Anyway enough from me so stay safe , keep well everyone and hope Charlottes treatment is still going well BM of 3 all the best and GLA
Ps bloody hell just looked at the price .. typical lol
Morning all , been a frustrating time for some and no doubt a few may well have jumped ship but is that as a result of Avct not delivering ? or more likely the simple fact that the longer this global pandemic continues, the more we learn and the more the circumstances and goalposts have to change & adapt in order to combat and ultimately find the right solutions to get us all back to normal ffs
If u look at the Rns yesterday and in recent times the wording has changed significantly indicating that tweaks and modifications to the LFT are happening all the time , in order to meet the changing needs, principally for the Govt, as they simply cannot afford anything other than gold standard products from this point on and rightly so imo
As such it makes Avct imho an even bigger draw as the timeline is down to (Single figure)minutes and clearly finding the most infectious carriers is now becoming a must have option and this test will now do just that ..for goodness sake
Oddly enough at this price, it’s a buy and hold all day for me and anyone selling is like Charlie letting go of his golden tickets for jack -hit but that’s just my take on it for what its worth