Member Info for crumbs

mags they don't understand I wouldn't get into their echo chamber
They think you deliver one letter a day they don't see boxes piled high under sorting frames with no one to sort never mind deliver them... all paid for by customers revenue-generating all being left and apparently, you are to blame for that or Dave or some socialist ... letters are dead remember well they are in some heads here ... I'm sure customers the ones that bring the income in will see things differently though in time this business is being mismanaged to death... but the business is there for someone who can manage it you know like a proper capitalist entrenpenure

https://www.nyasatimes.com/mkango-rescues-and-supports-cyclone-freddy-victims-in-phalombe/

A good news from bad news story .... with a nice ending paragraph:

'Mkango Resources Limited completed its definitive feasibility studies in July 2022 and received a signed-off ESHIA from the Malawi Government in January 2023. Mkango is looking forward to receiving a signed-off Mining Development Agreement and Mining License from the Malawian Government in the coming weeks so that further development can begin to help further uplift the economy of the communities of Phalombe and within the nation of Malawi.'

Amen to that

We can see from Malawian media that the Mining Minster has been wanting to get the MDAs over the line for months but the AG blocked them if that block has now been removed by this bill and that is what it looks like to me then.... the MDA will I reckon now be getting over that finishing line at last

Yes, but it looks like the new 'regulatory body' is going to be mining-friendly... As the Ministry of Mining seems happy that this bill has been passed certainly on their social media

To me, it seems to be a power shift... toward the Mining Ministry which has been up to now stifled from having autominous power over the Malawian Mining industry that has now ended they have the power I think the MDAs are in their hands only now and going off noises from that ministry they are (obviously) pro-mining and want to get MDAs done...not everyone is for it but from what I'm seeing most are.... I think it is a positive and probably removes the major block to getting our MDA over final line...
https://twitter.com/MiningInMalawi/status/1646589485856051213/photo/1

To make its batteries 100% from recycled materials by 2025
', by 2025, magnets in Apple devices will use entirely recycled rare earth elements,'
https://www.apple.com/newsroom/2023/04/apple-will-use-100-percent-recycled-cobalt-in-batteries-by-2025/

Its a good trend ,I think :)

TBH it makes complete sense that the mining ministry is the one that deals with granting licenses ...Let us hope the AG is now out of the equation as he certainly was the one self admitting he was holding things up he even seemed to revel in the power of it....

I think it might be good news that ...as if it means (not 100% sure) that Attorney General is out of the way in the signing of MDAs and it's now down to the ministry they seem a lot more pro MDAs and getting mining up and running ASAP

'Biden team proposes strict vehicle pollution limits to boost EV sales'
https://www.theguardian.com/environment/2023/apr/12/biden-electric-vehicles-pollution-auto-industry

“By proposing the most ambitious pollution standards ever for cars and trucks, we are delivering on the Biden-Harris administration’s promise to protect people and the planet, securing critical reductions in dangerous air and climate pollution and ensuring significant economic benefits like lower fuel and maintenance costs for families.”

“A lot has to go right for this massive – and unprecedented – change in our automotive market and industrial base to succeed,” said John Bozzella, CEO of the Alliance for Automotive Innovation representing General Motors, Volkswagen, Toyota and others.

“Factors outside the vehicle, like charging infrastructure, supply chains, grid resiliency, the availability of low-carbon fuels and critical minerals will determine whether EPA standards at these levels are achievable.”

It would be nice if Redmile released their own assessment now lol (no I'm not expecting it)
I agree this publication is more a Vulpes thing for their own investor audience and to show what shrewd talent spotters they are but I'd also like to think they do it from a position of knowing things are heading in the right direction here.... namely moditope is not a write-off... Remember Lindy has taken this novel therapy into a trial without any partners well apart from Vulpes and Redmiles money...but you know what I mean most other companies try to partner ASAP for funds and de-risking Lindy is certainly not one for 'giving up' IP .... Now there is a possible issue there .... That Vulpes maybe have highlighted a bit but certainly, strong data will get deals but maybe there needs to be a bit of a separation from team science and team deals

PostNl where Vesa has the majority holding (notice not taken over completely, maybe don't need to, their man on the BOD there now) did a deal with their worker's union... the idea Vesa wants rid of unions or can't deal with them is obviously plain wrong they also like the RM brand you see that from the Czechs tweets ...Maybe like the workers he can see the real value of Royal Mail and how absolutely terrible it is currently being mismanaged..... Paddles for ST and the 'team'
https://www.postnl.nl/en/about-postnl/press-news/press-releases/2023/trade-unions-approve-new-postnl-cla.html

There is a possibility that the moditope mechanism sometimes 'naturally' kicks back in some late-stage patients... the ones who suddenly go from terminal to remission due to their own surprise immune response I think Lindy has intimated this in the past ... I mean the mechanism itself is something most of us have working to clear up stressed cells most of the time but at some point, cancer evades or bypasses or it simply does not work for whatever reasons.... the vaccine is an almighty jolt to get it back working and once it kicks in well it ought to really kick in and do its job...

I believe the late stage Ovarian Cancer target is a particularly difficult one to treat because that cancer evolves in many ways to survive hence it being a cold tumor and not very easy to get a significant immune response against it...So any immunotherapeutic that changes that and makes that target more treatable meaning other immunotherapies can be succesfully introduced such as CPI is going to be valuable

There's an alternative.... Scancell clearly has given up on investor pr....Vulpes might have decided to plug that gap for a moment....got to say maybe it's err worked

I'd like to think it is the Diggles know a bit more than us about what modi 1 is doing in the trial and are now confident enough od success to put the case for scancell out there ..... It does no harm for them to look like genius opportunity spotters does it

The odd thing is the big list and details of all the potential competition instead of just covering it with this is a competitive field with many companies working on potentially disruptive techs... many of which indeed will be more effective used in combos.... which to my mind is an advantage of moditope because of its unique mechanism and it safely triggering cancer targetting killer CD4s means it could be far more complimentary in combos than others in that 'competition' list....I suppose it does show they do their homework as regards potential competitors...

moditope though.... is special :)

I agree the timing is the most interesting thing... oh plus the figures lol now those are more the kind of idea many of us have had for what Vulpes and Redmile expect to get out of their scancell investments.,.... it certainly is not to accept a what was it 30p bid for the whole lot that sometimes we get entertained with here over the years :)

All the potential for Scancell to be a seriously growing commercial Biotech with the Mcap to match it.... but yes I agree with Vulpes there is an issue with the company not having a commercial management side possibly Cosery is a move in the right direction there.... but could there be a hint of Lindy is both what makes this company great and possibly holds it back too... At some points you have to give up IP for the ££££££s

It's definitely partly cobbled together using old news it has Covidity as still recruiting in SA which we know is not the case also has SCIB 2 which we all know has vanished into the void of will it ever be seen or heard of again's :)

Also, they do rhyme with discussions we have here of what we see as issues with scancell... The Lindy IP one I don't really worry too much about she has used Scancell as the vechile to progress her full IP which is why she brought the GlyMaBs and Avidimab inhouse and why I think now moditope is showing the effectiveness Zacakri holdings is no longer needed as back up... But the first part I think we can all nod in agreement with... really very science focused but have been less so when it comes to commercial nous

'd) The current management’s focus is too involved with the science. In our view, we see a situation
evolving wherein the multiple early- stage assets (whilst excellent from a de-risking perspective)
could create a ‘problem of plenty’. The company’s management team needs to be strengthened
with members from a commercial background, who can provide sufficient analytics and decision
support so that management can sequence the assets better. A better sequencing of assets
would result in lower equity dilution as funds are utilised to take 1 or 2 assets to later stages –
which can then be partnered out or sold at higher valuations
e) The second company specific risk in our view is that of key person risk – Scancell is still an early
clinical stage company, and there is key person risk with Professor Lindy Durrant chairing the
dual roles of Chief Executive Officer and Chief Science Officer. The company’s patents and
intellectual property is built upon and around her work. If she were to become unavailable, due
to unforeseen circumstances, it could impact the company’s prospects and might make it
difficult to secure future funding.'

Worth noting it is a recent publication and it's not like MD is not more in the know than us.... why now after all these years being in here do they publish this?.... heating up ..... is my analyse that I gift for free :)

It's not like the company is sleeping lots of potential newsflow from the recycling angle with part of the team in the US where it might not be too long before something exciting develops with COTEC already scoping sights and making connections with players