Member Info for David1951c

Typical on AIM when news drops that isn't on the key matter most shareholders have been waiting for. SP may drop by end of day even. Wood reports are so important and there is still a risk that they come up below expectations. I will not add until the report is out as I have enough at risk here.

Nearly a month? 18 December was 20 days ago.

Not sure the movements can be described as strange. There are other opportunities and finite amounts for PIs to invest. With the increased oil price and O&G SPs on the rise, some PIs will seek other investments. No news is frustrating at best but worrying for some. No news can mean delays or worse and the word "imminently" was used in RNS. Some de-risking may be sensible depending on risk appetite. I have been in SNG (and Avacta) for almost three years so understand that they do not give frequent updates. Being well ahead I can stand the fall back in SP but others may not be tolerant. News should come soon but I understand some sellers are worried.

Polar added 2.5m shares since 10 December. Absorbed a lot of sells or acquired a block from another II?

Scaled back buy to 200k shares to get some. Still looking at financial side to try to assess if and when a fund raise might be made off the back of the recent SP rise to cover the delay and accelerate the company's development.

At 08.50 bought some for 1.58 but typically shows as a sell. Followed company for a while but did not have funds to buy earlier.

Altair are by far EQT's largest shareholder with 28%. Interest rate of 6% is very good for a company of this size. Good sign of confidence.

iPiT, Not sure what you mean for ages but my first shares in May were at £1.03. I added regularly since as I still see bags of potential with a lot happening and a flow of news expected. Also, due to the company's positioning there is a chance of a take over but who really knows on that score. I am surprised there is relatively little interest in ONC measured by number of trades and postings on this board. I occasionally re-read the announcements etc. to reassure myself that my decision to hold is the right one. SP is relatively stable so not having significant swings is comforting compared with other holdings. Also I sometimes wonder if I could do better by selling part and moving some profits elsewhere (lots of other opportunities) but still believe that more good news is just around the corner. Like many investors it is easy for impatience to cause a sale and selling too early is one of my regrets in a few cases. I looked again at the RNS in Q4 and there were at least six with positive news and with the early lung test among others it should only be a matter of time - hopefully a short time - before SP exceeds £2.

Just got round to reading and it is a very encouraging summary of so much going on and with great potential. Wish I'd added earlier. As always the issue is monetising the assets and if GLR can do that on one to accelerate exploration and development then this could easily double the MCap of only £14m in Q1.

Yes there is an impressive array of projects. I invested 10 AIM exploration companies including GLR, BZT and Thor with positive gains. The main bit needed in most of them is a clearer plan of how to monetise the assets. Hoping the growing demand for metals for EVs and clean energy will enable GLR to actually bring in partners or sell rather than have further dilution. Optimistic for 2021!

Everyone should have a strategy and some sells today will be top slicing, mine included. Have 4m remaining at almost zero cost. This company has good tech and has a good chance of being a future winner. Hopefully this will be confirmed by Wood Group reviews due any time now. It is not without risk and I feel there will be fund raise at some stage to accelerate developments and to show potential partners and customers they have the financial resources and stability for long-term relationships. With the green revolution EQT has the potential for significant scale around the world. It is not guaranteed but is closer to fruition than others in this field.

Trek, News may come soon as according to October RNS, ONC anticipates having an Infectious Disease NavigAID panel delivering results within two months of the commencement of the development phase and available to Academic Partners. Within six months, it is expected to be in a position to support commercial projects for its biopharmaceutical customers, for which a number of discussions are already underway.
Anyway fairly relaxed about the low level of investor interest because there are many strands to their work progressing simultaneously with numerous biopharmas.
Good to progress on SNG too.

Interesting to note that individual trials involve 14 days of treatment with a final follow up 14 days after that. This implies that results will be available to SNG within 30 days. Assuming sufficient numbers take part then initial evaluations should be available by end of January. This should enable faster approval as a home treatment to reduce numbers needing to be hospitalised. The crucial need is to get it administered as soon as a positive test is received especially in vulnerable patients.

Half year results for previous FY were announced on 12 February 2020 so I would not expect them until around the same time in 2021. Half year ended on 30 November so it is too soon to expect any firm numbers. However, an update summary would be most welcome as there is a lot going on.

Reinforces the view that ONC could be a take-over target given the value of their work and data bank. What the market needs to see is how large value and revenue is being created.

SP has doubled in last month which is marvellous but I still believe the company will raise again to accelerate growth. To be an even more credible partner and participate significantly in projects, a bigger capital base would be beneficial. It is better for all to do this off the higher SP. I have been invested here for three years and believe there is potential to become a major player in their sector. Accelerating the growth would enable them to stay at the forefront as money is ploughed into the green economy.

The lung test potential is huge and more news will follow from other countries. From RNS, in UK ONC is in dialogue with other regional health systems in the UK for use in lung cancer diagnostic programmes, and NICE Guidance will provide further supporting evidence of the clinical utility of the test in conjunction with existing NHS delivery programmes.
Also as mentioned before, news is also due on Roche and Genentech work.
I don't understand the relative lack of interest in the company and why more investors are not coming in. Also, there should be more II interest.

Assuming Billingham agreement the main downside would be raising funds to accelerate growth and take a larger participation in selected projects. £10m is not a great sum in the grand scheme. That would be a short term sacrifice but increase the potential.

Took a small share after looking at potential with patents and possible agreements coming up. This is another high risk / high reward AIM small cap. Lack of finance put me off taking more. Last fund raise was just over a year ago and another raise will be needed in 2021 unless a collaboration is agreed. Biggest gamble for a while!

Typical AIM as in many small caps the SP fluctuates. This pattern of rise and retrace is very common reflecting the trading that goes on. Look at Reabold today. The most important point is that BLOE's fundamentals are good and the value of the company is increasing as the work streams progress. Sales will increase and the financial risks will reduce. The rising value of the company will work through in terms of the SP and Mcap. It takes time but 2021 should be a good year and the poor history will be just history.