Member Info for ComesMarcellino

The most obvious missing piece of the puzzle right now is the bridging data for 002 to spravato. Positive data from Wuxi imply that 002 can start dirctly phase 2b, skippings lengthy and expensive phase 2a. These data were expected around Q1, and are overdue now. Likely impacted by US-China bureaucratic hurdles, or maybe data are coming in batches and not all data has been delivered yet. Or some licensing discussions are underway. Worst case is some measurement need to be repeated as results not clear (unlikely but has to be mentioned among all possibilities). Certainly, positive data will represent huge green light to the asset.

The holes were at the edge of the mineralisation, so it could have been either good or bad. I think they chose the order to get the potentially bad results out first.

That is something.

08-Apr-26 09:52:55 90.00 600,000 Unknown* 96.00 99.00 540.00k O

08-Apr-26 09:18:39 90.00 4,800,000 Unknown* 96.00 99.00 4m O

08-Apr-26 08:55:15 90.00 5,263,160 Unknown* 96.00 99.00 5m O

08-Apr-26 08:30:10 90.00 3,000,000 Unknown* 96.00 99.00 3m O

I think we all need to thank VikR that likely redeployed here his quick gains at NFX.

Nice little pump of nfx one day before the placing. But if you advance your pipeline and you are capital efficient that is boring.

Hello stay calm.

When I think at the SP I remind myself that I am having breakfast with Dennis Purcell, lunch with Paul Carter, and dinner with Al that ultra wealthy people that met at Mar a lago. Maybe they are all terribly wrong, but for sure they are playing the long game, so do I. Sure I could have timed better and get cheaper shares, but it is unlikely to get many millions shares all at the low. And one year ago I could have bought cheaper but also the pipeline was far less than what it is today. But I acknowledge everyone has his own stress tolerance threshold.

Hi Justaride69

very good, we are on the same boat, and happy to know you are doing well.

I agree on keeping feet on the ground, don't overinterpret, don't overpromise.

Just track concrete steps. One after the other.

With the seller cleared, 0.3 is just recovering the base level. All the rest is yet to come.

Justaride69 is likely a former awakn investor. I think he is knowledgeable but bring some scars. Understandable approach, but I think he is overlooking how much the company has transformed since then. Anyway time will tell.

I think this is our main seller capitulating, might have more for the next days, but then he is over. Say goodbye to Canada.

Very good.

we know they want out. nothing to do about that. let them out.

Yes, most likely are old horders or funds with awakn and graft polymers shares. If it is a fund, and was targeting polymer manufacturing, they do not want to hold a biotech, no matter how good it is. But at this selling rythm, they should be dry soon. To be honest, I am happier they are gone before the party starts.

To be honest I rather wish our seller(s) are now freezing somewhere in Canada, at -30 degrees.

I think the big chunks are bed to ISA moves. Actually mm made a favour lowering the ask.

I think they have a clear plan in mind, as Llama farmer suggests:

1) no need to pump the price, as cash is sufficient to bridge to Q1 2027, and spending is minimal.

2)They have several gems in th pipeline (001, 002, 015, 015a,b) each of which could be a game changer.

3) Most of the programmes run on grant funding, the ones that don't are on the waiting list.

4) 002 wuxi data and 014 lead candidate are planned to land in Q1, and they have confirmed they are on track.

5)They need to partner to push forward the waiting list, but the choice is which one of your beloved sons you want to sacrify for an upfront payment?

Waiting for a better deal might be a strategic move in my wiev.

Whoever is dumping now in my view is gifting cheap shares to the next wave of LTH.

Here is my humble opinion.

ORR is haunted by its own share registry, that is dominated by retail traders, who buy in anticipation and sell the news. I think the LTH should not expect the sp rise on good drill results for that reason. A LTH should look at fundamentals, and if he believes them, be very patient, and stop asking why good drill results lead to a price drop. A trader already knows what to do.

This was an XOFF transition, manually introduced, and who did that even missed one zero in the first attempt. I think someone with big pockets decided to step in or add.

Today late trade was something...

The "WFTT" Profile: A Sophisticated Opportunist

​The "AI-Style" Researcher (Upland Resources - Jan 2026): Just two weeks ago, WFTT was posting on the Upland (UPL) board using highly detailed, institutional-sounding language (very similar to the "Jigger" report) to defend a director's options. They were explaining complex 5p options and arguing for a massive re-rating.

​The Takeaway: They are capable of doing deep, positive research when it suits them. This proves their current "Strong Sell" on SVNS is a deliberate choice, not a lack of understanding.

​The "Rumour Monger" (Reabold Resources - Jan 2026): On the RBD board, they were active in spreading rumours about "well-known pump and dumpers" like Harald. They have a history of using fear-based narratives to influence small-cap sentiment.

​The "Contradiction": While they attack SVNS for "cash burn," they were recently celebrating the "NAV value" of Hot Rocks (HRIP.PL) despite similar market conditions.

I find this quote of Richard as king John quite appreciated:

​"Wait, I have an idea. Maybe if you tell me the bad news in a good way, it wouldn't sound so bad."