Member Info for David1951c

When restaurants are allowed from 17 May to seat diners inside the turnover will rocket. Hopefully a further trading update in late May will confirm that all restaurants are open and doing great levels of business. This should further increase from 21 June when all restrictions might be lifted. Combined with new openings in June and more to follow through the rest of the year, the business fundamentals will shine through. The Board see exciting times and shareholders should see the benefits. Can shareholders get a discount?

No obvious reason but perhaps Genostics reducing their holding again, which might be confirmed by RNS. Some sellers may be looking at faster movers and a relatively small number of sells does seem to drive down SP disproportionately. With more news to come in next 5 - 6 weeks there should be another rise. ONC has great potential and is still well above placing price a month or so ago. CDT could be a catalyst and there are numerous other potentially significant developments in ONC pipeline.

Fortunately I invested a while ago but not too heavily. Investors should be aware of the potential risks which are set out on pages 44-54 of the Admission document. There is a lot of information but should not be overlooked in making investment decisions. If this is the success we all hope for the Sovereign risks may become greater.

Better to get this out of the way now and with drilling not far away it is not a long wait to know if HE1 will be a success. My main complaint is the opportunity is not given to all existing shareholders at 10p. Perhaps a few more million £ could be raised via PrimaryBid and keep all shareholders on side.

If there is a delay due to physical checking being on hold then why not include that in the otherwise positive update? I have been in EQT for three years and want the company to succeed. I also like honesty and openness but don't always see that on AIM!!

It is more than 3 months since the reports were due to be completed and nothing was mentioned in March trading update. This concerns me although I haven't sold any (except in Bed & ISA). If the reports are favourable and with Wood being a major force in ME then I think it likely the reports would be in RNS. No news is not good news imo.

Hope the announcement and call will provide more on what is to happen in rest of 2021 and into 2022 - exciting times!

Destiny Pharma (AIM: DEST), a clinical stage innovative biotechnology company focused on the development of novel medicines that can prevent life threatening infections, will announce its financial results for the year ended 31 December 2020, on Wednesday 14th April 2021.

Destiny will host an analyst presentation on the same day, at 9:30 am BST, followed by a Q&A session, accessible via conference call or webcast. The webcast of the presentation will be available on the Company's investor relations website at https://www.destinypharma.com/

News has been awaited for a long time and hopefully will come with a clear plan to production that will make up for lost time. There is potentially a big upside if a date for first gold pour could be given. Some investors are not the most patient of people!

A very positive outline in today's magazine with expected 14%pa compound revenue growth helped by acquisition and catching up the backlog of elective work in UK. Largest firm in its field in UK and Eire.
This is probably behind today's higher volume and SP increase.

It would be good to see a clear plan and timetable for both Phalaborwa and Gakara to get into full production. If BoD show more eagerness to get moving this would make the company seem more dynamic than the impression the RNS on 24 March gives. When will the JORC for Phalaborwa be completed? Q2 has started and any time is rather vague. This is a potentially exciting company with RREs in demand. Investors would be more engaged if there was a demonstrable plan to get to serious revenue streams. Hope the call today will set out what the company will do to get ahead of the other minor RRE companies including other two on AIM.

Trek - excellent news and although contract values are never given, it is significant that income is starting from the infectious disease panel side of the business. The end comments are also very positive. "We are also experiencing substantial interest in our immuno-oncology and autoimmune activities, which together with our infectious disease offering, provides us with confidence in the continued growth of ImmunoINSIGHTS."
The business is set to grow more quickly and hopefully more announcements before FY end on 31 May.

Trek - it is very had to understand valuations especially in this sector. ONC and Destiny are examples where success is probable but not recognised by the market yet. Perhaps if you put Oxford in the value multiplies! ONC have a lot to come so I would rather be in here for the future than take part in 7bn over-valued company. Hoping for more recognition with ONC news in next two months. The company are not attention seekers but regular news flow would help to garner support.

SP is fragile and it is sometimes difficult to know why there is not more interest either from IIs or PIs. There was an article in the Times yesterday which might have attracted some attention. Presentations are available but the Q&A yesterday was surprisingly short.
This has great potential and although patience is required it has fast track status in USA and QIDP which ought to put it on the radar of investors and potential collaborators. Moving to Phase 3 may take time but it is important for a regular news flow to keep investors on side.
A take over bid cannot be ruled but 2022 may be the year value is truly appreciated and company is fully funded until end of next year. Collaboration might mean more resources and funds to accelerate P3?

Agreement with SAU seems close and with it the Board should announce a road map to production. Almost certainly a lot has been going on in the background for a plan to produce in H2 to also make up for lost time. Wonder if BMV would consider a dual listing on SK stock exchange?

Destiny Pharma will host a webcast and conference call for analysts and investors today, 29 March, at 11:00am BST.
Available afterwards on website.

Excellent 2b trial outcome. 99.5% for the nasal gel is not to be sniffed at! Seriously the potential is great because DEST have products which will improve patient outcomes with significant lower risk of infection and deaths. Moving to Phase 3 cannot come soon enough. A take-over target at some point.

Appointment of an additional broker may mean a fund raise at some point. EQT would then be able to drive expansion and accelerate all their many projects. Much depends on timing and any raise would hopefully come when progress has been achieved and SP is higher. Importantly any fund raise is not to keep the lights on but to enable faster growth. This broker is not a bucket shop like some and is one of the largest in Canada with global reach. They would do their own due diligence to ensure their clients are first class too.
Canaccord Genuity Group Inc. is a global, full-service investment banking and financial services company that specializes in wealth management and brokerage in capital markets. It is the largest independent investment dealer in Canada

Hopefully the scoop from TW will prove correct and there will be an announcement on Monday. Until it is definite and the terms are known, there remain uncertainties. With the deal with SAU being agreed and with news on next steps towards production the investment case will be strong and make up for the delays. The BoD must have been working behind the scenes to get everything sorted and have a plan to get mining underway. Hoping also for some grants etc. that were mentioned some time back. Lots of potential with this one.

£9m raise completed quickly and the RNS is highly optimistic in a number of areas ONC is progressing. With more news expected by 31 May, the SP should be able to maintain momentum especially if attracting more II attention.

A fund raise to propel the company forward and without a discount is fantastic and gives much confidence for the future. SP is reasonably stable and hope it will stay that way. RNS sets out the near future news and longer term includes mention of US capital and even a dual listing. Much to look forward to.