Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Does anyone know why we are up today, has there been any news?
How can an 86 pence sell bring our share price down by over 10% its ridiculous.
My trade was the one before you at the same price 210526 shares takes me to 2M with average of 3.5 I'm not buying anymore but will hold for all or nothing
My £3000 buy is showing as a sell and it went through at the sell price. Not sure what's happening?
So much money has gone in to getting us to this stage both from placings and grants. Nuvec is improving all the time and we can't be too far away from getting a partner to the next stage. I think now is a fantastic time to buy. I have just topped up got my average down to 3.8p. Its been a long time but I still have faith that we will get there.
Back in December 2021 our share price was at 8.3
Then we got the news that n4 was only going to proceed with vaccine delivery through our mta partners (December 21, 2 partners signed up and 1 in late stage negotiations, don't think we have heard anything since on them.) By March 22 our price was down to 3p and now down at 1.7.
I Get that people are looking for fast results and we would all love a sale to a major pharma using nuvec for vaccine deliveries. Other than the placings, the slow development of nuvec and limited news flow I can't see too much bad news. Our particle is developing well and is looking like a strong candidate for cancer deliveries our copyright has improved and I would expect some good news flow over the next months.
With a good run on news I can see us back up to 8p. I would like to hear news on our mta partners and if they are still with us?
Obviously if we get some great news the share price could keep going up and up.
If you bought all that at this sort of price I think you are going to do very well.
It feels like something is brewing. There has been a good upward trend for a month or 2 which seems to be accelerating today. Does someone know something m? or is the market just wakeing up to the potential of Nuvec?
I hope so, I have been topping up too. What news are we expecting?
Eli Lilly investing in nanoparticle delivery.
If there prepared to spend that sort of money on a bit of research doesn't that make our market cap a bit of a joke?
https://www.fiercepharma.com/pharma/lilly-pumps-50m-purdue-pact-study-intrathecal-and-nanoparticle-drug-delivery
I'm gutted, I have been an avid supporter of n4 since 2017 and have continued to build my stake in the company expecting Nuvec to come good.
It seems that the original 2 mta partners have dropped out and we just have the newest one left which is very worrying. Even if Nuvec is good it's starting to feel like we are too late to the party and pharmas allready have there own solution to the problem.
I'm not going to sell as almost half the companys value is now in cash. Nuvec must be worth more than the remaining 2 million odd.
Could n4 not cut our losses and sell Nuvec to a large pharma in need of this?
We won't be able to do another placing so unless we can get some serious movement in the next 6 months I can't see any other options.
I regret not selling out when or before the last rns. But I thought that the news was not that bad and the share price would hold. Unless something bad is going on behind the scenes that a few big holders are selling out because of I think this is a huge over reaction. The important thing for n4 is the mta partners and when and if we get good news on those our share price will more than recover. On the other hand if they are bad news we are done for. I'm holding all or nothing
I can't see them doing a placing yet. Not until they have put out some good news. Nigel doesn't want his shares watered-down cheaply any more than we do.
I think we have progressed massively in the last year. We have had one failed test all year which also failed in the control so basically voids the test. And because of that 40% of our value was wiped out.
That makes no sense.
Look at the positives
We have been working with 2 pharmaceutical companies for 6 months under mta agreements. At least one of which is a multinational.
We are close to signing an mta with a third company.
We have successfully used nuvec delivery system to aid in shrinking tumours.
We have sorted out the dosing for nuvec.
We have proved we can freeze dry it, store it at room Temp and use it. (See catapult study)
If one of our MTA partners announces that they are going to the next stage we will be flying again.
What a great year we have had in our development. Just a shame to see investors focusing on the 1 negative.
Fingers crossed for a good bounce today.
Thanks for your clarification on the rns Dan Baker. What happens if the current mta parner with its own covid vaccine also has bad results? Are we likely to be able to get someone else to give nuvec a chance in the vaccine space? And how long do you think before we are likely to hear something on the 2 current mta's
We don't need the pumpers and dumpers. We have a great product which works. When we have a commercial deal with a major pharma this will fly. Until then we just need to be patient. I am sure they will update us before Christmas on the evotec and nonomerics studies.
Just been looking back to see exactly the time frames for news on the studys.
The evotec study said on the 14th of Sept that it would start this month with 6-8 weeks for study and 2-3 weeks for analysis. That gives us a big time frame for news of Nov14 to Dec 23.
The Nanomerics study is due 9th December!
I also think we are overdue an update on the MTA's which were loaded and with the partner pharms on the 24th Aug. 3.5 months ago.
What we need is news that gives us association with a big name, that way people will take notice.
Do you think we will get multiple rns? One for each study and a end of year round up.
Or do you think we will get 1 operational update with everything in? If just one I thinks the rns is more likely around 15th or 16th.