Member Info for chester18

If this has just been discussed my apologies.

Have I got the date right for the next NC drilling update as Wednesday 10th March at approx 10.00pm. I don't know where to find an official published date.

Chester.

Sorry to chip in on this thread but, Knowlesi, you do jump in with both feet claiming to be the defender of the 'soon to be duped' newbies.

I posted at the time the shares were 5.0p each that they were extremely cheap and it was a no brainer to buy as many as possible and you popped up then saying that team ramp were trying to lead the gullible astray.

So there's the problem you just argue the opposite of anyone who is Scancell positive. You are the boy cried Wolf, over and over again.

As GF123 says, you are so predictable .

Chester.

Cliff 'was not' and 'is not' in a position to suggest a clear date and why is that ?

Because Scancell are still bringing together all the necessary working parts everyday as they go forward. We have not heard a company definitive statement that the new delivery system is done, dusted and ready to go.

What we do know is that it is close.

My take on the news flow and the 'trial to start in weeks' comment that has not been refuted by the company means the application to proceed towards a trial must be very very close. I'm going to suggest very early April giving them another month to gather all the data from the lab on toxicology / effectiveness in mouse models and the manufacture data from Cobra Biologics before they present to the relevant authority.

Putting Covidity to one side Cliff assures us that MODI1 will be in trial H1 2021 so I'm very happy with that even if it ends up being June 30th ...lol.

With the publicity we've recently had and the fact that the world needs a 'Scancell type 2nd Generation Vaccine' to fend of the current mutant strains and any future variants, I still see buying these shares between 22p and 26p as a great value.

Chester.

What a turn-a-round. One minute heading into the 70's now back on track to the 90's. Only one question from me, is news about to drop ?

Chester.

I think the bad taste remains due to his double and triple dipping, with investment vehicles propping each other up.

I realise it gave those companies the depth of funding just not available in the UK investment market but when it began to unravel the fact that multiple Woodford tranche's were underpinning the share price it meant disaster for those companies and their shareholders.

So he not forgiven or welcome by this investor.

Chester.

hi miavoce

Thank you,

I don't have L2 so its not showing here on LSE so I checked on the London Stock Exchange and its not posted there either. Do you have another free to view platform that actually shows all trades?

Chester.

My buy earlier today has not turned up as an after the close delayed trade or on SCLP.GB.PL so I presume it will be added at some point tomorrow. Just shows how the MM's can shuffle pieces around the board to suit their desired outcomes.

Here's my take, it will be posted tomorrow when it appears like a sell. Good thing is they cannot alter the time / date stamp so 12:27:42pm 23-02-21.

Chester.

Also I forgot to mention the value of the Eton Shares we acquired as part of the agreement.

In lieu of £1.5m we received 379,474 shares and todays value is $8.60 = $3,263,476 divided by Exchange rate of $1.41 = £ 2,314,522. So we have an extra £814k ... Not a bad deal.....

Chester.

Excellent post crumbs.....

Spells out exactly how I feel about the SP at 24p. my early guess was that we would settle around 22p once we were seen to be 'ready to employ' and over 30p after the actual Phase 1 Trial date was announced. Lets see what Cliff has to tell us tomorrow and I hope it will mean altering my sights a little higher.

Chester.

Hi HunSen

Martin Whitaker, Chief Executive Officer of Diurnal, commented:

"We have been impressed with Consilient Health since signing our original contract with them in September 2020 and we look forward to building on this relationship to cover the commercialisation of Chronocort® in the Nordics. With a track record in commercialising products for endocrinology, Consilient Health are well placed to distribute Chronocort® in the Nordics and Benelux Union, if approved, where there is a significant unmet need for adults suffering from CAH. We continue to anticipate a positive regulatory opinion by the EMA during this quarter and today's distribution agreement is in line with our strategy to optimise market access of our products outside of key European markets."

So he spells it out, the company expects the the decision during the 1st Quarter.... Therefore at the End of March 2021.

Gives us all something to focus on.

I see Diurnal as a company building some very significant foundations and the work they are doing in anticipation of positive Chronocort decisions will ensure fantastic growth from 2022 to 2025. The Hardman report from last September sees turnover to June 30th 2021 as £2.29M, as todays Interim Report shows, the company is on target and will hopefully pass that figure once the Eton sales are added to the mix.

Hardman Report Sept 2020 Sales Budgets :

2021 which 1st July 2021 to 30th June 2022 the Budget is £ 7.43M
2022 -------------------------- " ---------------2023 the Budget is £19.16M
2023 -------------------------- " ---------------2024 the Budget is £28.90M

The only thing holding back the share price at the moment is the Chronocort approvals.
Once over that hurdle I think the SP will look after itself ............. : )

Chester.

Hi Bermudashorts

The link is a bit Tenuous.

Until Redmile came into the equation re-financing we had only ever used Panmure Gordon as evidenced by the Fund Raise in April 2018. When Redmile got involved Turner Pope were now our Joint Bookmaker. I'm just putting the two together.

Below are excerpts from the two placings mentioned :

April 2018 Proposed Placing, Subscription and Open Offer

Panmure Gordon is acting as Financial Adviser, Nominated Adviser and sole Bookrunner to the Company and no one else in relation to the Placing. Accordingly, it will not be responsible to any person other than the Company for providing the regulatory and legal protections afforded to its clients nor for providing advice in relation to the contents of this Announcement or any matter, transaction or arrangement referred to in it.

July 2020 Proposed Capital Raise

Panmure Gordon is acting as nominated adviser, broker and Joint Bookrunner in relation to the Placing and Turner Pope is acting as Joint Bookrunner in relation to the Placing.

Chester.

Hi smpunter

Obviously your choice when to buy or sell but the current sequence of events means that there will be more hype when we announce that we are ready to apply for a trial and then the trail start date. Add to this the background work on AvidiMab, Scib1 / Keytruda and Modi1 could mean that at any time more trial news could hit the news wires.

I actually see the range of 22p to 26p as an opportunity to get in before the next big leg up.

All in my humble opinion. All the best.

Chester.

I think the most intriguing thing about Thursday nights presentation is how much notice we've been given. The norm is quite a few weeks and this seems to have just popped up.

Also the webinar hosts being new to Scancell but it has been pointed out, they are known by Redmile. nudge, nudge, wink, wink.

So as Crumbs said there is loads of info we can glean from this presentation that need not be subject to an RNS. Plus his last presentation was just prior to all the news media and I thought CH was very guarded in his dialogue.
I'm expecting a much more relaxed and vibrant CH on Thursday.

I would say that we will have a good few questions answered but may have a few more to discuss here on this board come Friday morning .... all in a good way.

Chester.

Hi Chelsea7

My buy of 229,999 @ 23.5p @ 12.27pm Not showing so MM's are keeping some up their sleeves.
Trying to confuse the direction of travel.

Chester.

If there is no news the share price will definitely have a slow retrace, But,...

AN has mentioned a few times that a deal is nearly done for the new 'Clinical Services Lab' which is due to open in the UK at any time. From what he said it sounds very likely to be an important revenue earner.

The further Clinical Services Lab will be opened in the US later this year.

So even if we have to wait until June for the FDA decision SP moving news could land at any time.

Chester.

Hi crumbs

I think the next RNS will say that they have submitted documents for trial approval.
I'm not expecting any movement on Covidity for at least 4 weeks while they finalise the delivery system and gather all the necessary paperwork.

So for me the next big leg up will be End March / Early April.

Chester.

Hi bitcoinbuyer

I went through all 5 videos last night, great information contained in those interviews and presentations. Although I'm paying a premium to join your ranks at 15p it is plain to me that the company have been quite smart in their choices of the tenaments they have picked up with the funding previously raised. So I feel my investment is a lot more de-risked against the risk involved 12 months ago.

Looks like 2021 will be a very interesting field year for Panther and I'm excited by the quality of the potential gold grades in the parcels of land they have acquired.

Chester.

Hi Speedymeadie

You can add me the list, would definitely want to own one or several of those gold coins. What a great idea ..

Chester.

Hi PhilBanks

Yes it probably is just a coincidence but as always I hope that there is something that we have not heard before.
I live in hope.... : )

The important thing is as you have said that we have the planned flow of news. The first quarter now only has 5 weeks left and there is still a few items promised. So fingers crossed.

Chester.

Hi bitcoinbuyer,

Thanks for the welcome most appreciated.

As you can see I've been in GGP since early 2018 so I have learnt quite a lot about what makes a junior explorer that bit special and Panther have a very solid base, a great team and are operating in two country's that welcome miners, they also have stable economies, there is only 58m shares in circulation and with a 15p share price there is plenty of headroom for SP growth.

All the things you would want to be ticked off when deciding if its a good place to put your hard earned. I'm going to try to build a decent holding , I'd be happy if I could reach 200,000 shares before they go up to far.

I will look forward to seeing your info post. All the best.

Chester.