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Astra/ huma deal. Is Dim now behind the curve?
I'm beginning to sell down. As each day passes I think there is less likelihood of a deal with navitas before the 31st. In fact I think if no deal by then the price will drop to 7p. I expect an rns confirming talks are complicated and still ongoing. I came here for the OM payday and think that is now kicked into the grass.
Fyi - I held when sealion was discovered and held xcite, bowleven and the sort. Would love to see sealion come to fruition.
Why don't we forgo the DIM spinoff and start taking orders/cash. Miss the sweet spot and other competitors will get there first. There are lots purporting to do data analytics with health information.
The scientist who identified the first life-saving Covid drug will launch a project tomorrow to transform treatments for heart disease, dementia and arthritis.
Sir Martin Landray was the architect of the world-leading Recovery trial which identified the cheap steroid dexamethasone as an effective treatment.
His new not-for-profit organisation, Protas, will run low-cost, stripped-back clinical trials for the most common but often neglected diseases, which would also include depression and chronic respiratory disease.
Eighty-five per cent of debilitating illness in the world is caused by the ten most common diseases.
Landray said drug trials had become overly complicated and “hideously” expensive, and were failing to deliver effective, affordable drugs for patients
Is this competition or are we part of this?
I've just been reading about the share price drop in sensyne health. Any bright bods know if sensyne would fit in with the OO portfolio?
Disclaimer- I own OO shares but not sensyne.
-- sorry, all the spacings got removed
Heads of Terms with Navitas Petroleum to farm-in to the Sea Lion project
In the event that either Navitas elects to withdraw or Premier elects to remove Navitas, Premier will have the option to step into the Navitas arrangements, or, in the very unlikely event, implement a wind down of the project which could ultimately result in relinquishment of the acreage. In either event, Rockhopper is liable for its share of project wind down costs with no funding support from Premier and/or Navitas and if Premier does opt to wind down the project then Rockhopper has the right to acquire Premier’s interest and become 100% working interest licence holder and Operator of licences PL032, PL004a, b and c, subject to all necessary regulatory approvals
Sounds like it doesnt revert to RKH but we get first refusal
Heads of Terms with Navitas Petroleum to farm-in to the Sea Lion projectIn the event that either Navitas elects to withdraw or Premier elects to remove Navitas, Premier will have the option to step into the Navitas arrangements, or, in the very unlikely event, implement a wind down of the project which could ultimately result in relinquishment of the acreage. In either event, Rockhopper is liable for its share of project wind down costs with no funding support from Premier and/or Navitas and if Premier does opt to wind down the project then Rockhopper has the right to acquire Premier’s interest and become 100% working interest licence holder and Operator of licences PL032, PL004a, b and c, subject to all necessary regulatory approvalsSounds like it doesnt revert to RKH but we get first refusal
I'm unclear why everyone is linking the two together.
If the arbitration is ruled on the basis of climate change then it moves the purpose of future arbitration into insignificance. Besides, any award would be deemed by climate protestors and a large part of the media as contravening the climate change agenda. They would probably see any amount awarded (apart from possibly costs) as too much in favour of oil companies.
The award will likely be looked unfavourably by European governments who will threaten to leave the agreement but will still be tied in for a duration, just like italy.
My view is that this is not about PR or the size of the award. Its about the arbitration panel stringing out the free lunches as long as possible. That said, i've been wrong before... like when i held on to RKH shares for a bit too long.
I am waiting for something tangible that moves the price and I don't mean by a few percent. Whilst the RNS today is good news we all know that any income won't be until later in the year.
The timing of this RNs was in the gift of CF and allows more talk of tomorrow. I still buy into the OO story but we were here last year with the human challenge study and still waiting for the major revenue stream to appear.
I don't understand this idea of reaching a settlement. Surely that time passed a long while back.
Is there a suggestion that the case is decided, award indicated and then left to the parties to reach an agreement within a time period?
CF is ok compared to most. although I do take the investor presentations with a pinch of salt.
I've just bought a few quid of RKH as part of a hit and hope. They have had years of Sam Moody just taking a salary and watching the share price erode to nothing. If i make some cash im buying straight back in here.
I dont think the RKH case will be decided on public opinion. Oddly enough, i think the result will kickstart most governments to review what the treaty means to their net zero policies and subsequent awards will be threatened.
I've taken a view since February that the company events are useful but very ahead of themselves. Snippets of information are given that often i would rather wait until the RNS comes about. The strategy is known, it just needs to materialise.
I known some investors hang on CF's every words but i doubt there is much he can say now apart from
1. bear with us
2. FFS Rory