Member Info for crumbs

C11 I'm cautiously optimistic about the CPI cohorts...And finding a 'sweet spot' Also like I say they can science this it isn't a one-product one chance shot and for instance, it is not a case of it 'needing' CPIs as much as they also need help too!

I should also add this is not a failed vaccine... It certainly looks like it triggers CD4 T cells towards cancer in very late-stage cancer patients-the hardest cohorts ... and that has game-changing potential but on modi 1 at least I think the mouse model went out the window... once the vaccine hits the human wall other factors come into play, and team science Scancell even already have an idea about and what may overcome it ... They can science this up... Can they do that alone is my issue now.... can they afford to? As I say this may force a change in Lindy for the best ...

I know I can't help myself ... but

'The trial was always configured to find the best group of patients for this vaccine."'

Do you not go for the earlier stage CPI and resected cohorts first and then on data decide if it warrants moving onto the later-stage cohorts? Its like seeing how high you can jump by putting the bar at its highest first ...Anyways at least we will come around to those cohorts now and again I am not knocking the Science or moditopes potential ... A partner it does need!!!!

“We have given preference to renal and head and neck as the TNBC are very late stage patients who may not benefit from a vaccine. The trial was always configured to find the best group of patients for this vaccine."

Yeah, I found out about that too, you get in trouble for saying it here but I think Lindy messed up with the cohorts ...Modi-1 will if it finds its sweet spot find it in earlier-stage patients and indeed in CPI combo its much like all Cancer vaccines for that and the late stage tumor destroyer gamble is over....She also took us all along for the ride with no partnership:)...moditope remains massive in potential due to all its many plus points but clearly could do with more team science work which will cost money.... maybe the ModiFY trial is causing a come round on what IP to cling to and what not to ... back to silence till the news as I feel my anger rising again at that terrible sp crashing RNS that could have been done so much better :)

We know from the webinar Q&A the Rutile resource is on hold for now due to costs and obviously the Songwe MDA being the priority but according to Yami who always comments on The Ministry of Minings posts ...Mkango he thinks ...and he does seem to know about these things.. is sat on the biggest amount of Rutile in Malawi...

'The current market price hovers around $1350 per ton, but Sovereign Metals Limited Sovereign Metals Limited has managed to secure premium buyers willing to pay in excess of $2000/ton.

While this project is being promoted as the largest rutile deposit globally, it is essential to acknowledge that within Malawi, there exists a potential project with Mkango in Dowa that could even have triple the rutile reserves compared to Kasiya.

This emphasizes the need for careful assessment and consideration of all available opportunities.'

https://www.facebook.com/photo/?fbid=278195238190987&set=a.200109085999603

The danger of Chinese state sabotage maybe....

I'm pretty sure most parts of the plant are now there..the 'washing machine Drum I think arrived a couple of months back

And this Bill has now gone to Senate:

'The bipartisan bill creates a $20 per kilogram production tax credit for magnets that are manufactured in the United States, or $30 per kilogram for magnets that are both manufactured in the United States and for which all component rare earth material is produced and recycled or reclaimed wholly within the United States. To be eligible, the rare earth magnets may not include any component rare earth magnet material produced in non-allied foreign nations such as China, Iran, North Korea, and Russia.'

That gets passed.... boom time Cotec/Mkango :)

https://swalwell.house.gov/media-center/press-releases/swalwell-and-reschenthaler-introduce-bill-incentivize-american-made#:~:text=The%20bipartisan%20bill%20creates%20a,reclaimed%20wholly%20within%20the%20United

And once HyproMag is fully owned the US newsflow will soon come especially when you weigh in factors such as this !

https://www.mining.com/web/dead-ev-batteries-turn-to-gold-with-us-incentives/

'A little-publicized clause in the US Inflation Reduction Act has companies scrambling to recycle electric vehicle batteries in North America, putting the region at the forefront of a global race to undermine China’s dominance of the field.

The IRA includes a clause that automatically qualifies EV battery materials recycled in the US as American-made for subsidies, regardless of their origin. That is important because it qualifies automakers using US-recycled battery materials for EV production incentives.'

Probably news on full Hypromag purchase next week that ought to unlock further positive newsflow

'Delivering a 88% energy saving when compared to primary sources, this will be the only place in the UK where Sintered Rare Earth Permanent Magnets are manufactured at scale.'

Worth something that

The plant is coming together :)

https://www.linkedin.com/feed/update/urn:li:activity:7088157537694277632/

Yes that's their terms as we saw with Globes MDA

Someone here probably will have the £ answers for you... But Mkango is going to be actual manufacturers of high quality in fact possibly best in class Rare Earth magnets using a mix of prime material and recycled ...

And you get most of the manufacturing plants financed for free... Gov grants are expected in US too...

Can be as negative or not as you like ... I just strategically nibble off shares the lower the better for me... potential dividend payer within 5 years this

You are not going to fund it and that is the interesting question... just who is it that is? as it is probably them that driving the MDA negotiation over the line ...some say the Pentagon...but all to be revealed

Lemon:'Something to bare in mind for all our investors, this is the largest commercial investment in Malawi in over a decade' 17.50

https://www.youtube.com/watch?v=TH_VS38ftYA&t=6s

I don't think it is a case of oh we got the MDA kinda RNS it'll come with money attached as well Mkango is a £25 mill mcap company ... they won't be making that biggest in a decade investment with their money.... will they :)

It's a strategic vital material that is becoming more strategic which means even if the resource price is depressed due to China flooding the market (strategically) the rest of the world will still want to secure their future-proof supply from elsewhere (strategically))... And the recycling market is getting buoyed by legislation.... Sounded to me from the Webinar that there are plenty of interested parties for every stage of the business....

Pfft thanks for bringing me out of my semi SCLP bb retirement C11 but if you knew my nibble sizes over the years... Crumb's for reason 😀 you'd know the selling certainly wasn't me....but obviously I take credit for the buying 😔 back to retirement till news now .... poorly written RNS that if you need clarity on you just go talk to the writer....

Bumpy road this x

Yeah I'm taking a break I've emailed Scancell won't share the reply...have my game plan here set in ,back when the news arrives...I've got other holdings getting as interesting as this should have but ...AIMs the game ....GLA

Cossery says deals with 30-40 patients' worth of data ... well by my reckoning I think ImmunoBody of SCIB1/Covidity has possibly 100+ patients dosed.... non-toxicity immune responses... deal? commercial pharmajet completely transformed the platform from niche with Ichor to hugely attractive.... any interest? no idea..... I'm only invested here

Modi-1 will be reaching 30 full dosed patients too... no toxicity...beneficial immune responses... a deal?... any prospect of one.... no idea :)

I've not heard her say and to do deals on them at the earliest possible moment on either Modirope or ImmunoBody she looks to have fallen in love with iSCIB+ now too:) the plan clearly is get them through ph2s then partner them ... errrr and if that is not the plan and in fact the door is not only wide open but they are bashing at the doors of over 20 companies I can think of straight away even though there are lots more why not say so!.... Right now in Ovarian yes I know I know they need CPI data on the CPI cohorts first blah blah but you instantly and infact even beforehand engage with the CPI players and you put up potential offers on potential outcomes... you have ready to sign deals at the ready... I bet we have none of that.... Who could clarify and calm all this trouble Scancell what will they now do wait till CIMT AACR is over and then you might get a presentation... 2 months of finding where that attractive sp bottom is:)

And what has happened here is simple-Berm you have reduced your core too, she has lost the confidence of her pi's many v LTH with millions in holding.. thats what has happened plus could well be some other big seller/s