Member Info for DD77

Someone's got to be pretty confident to buy 250k shares!

Yes, I'm very surprised the price hasn't dropped towards the placing price, which is usually the case. It indicates strong latent demand here

AJP - I wouldn't focus too much on the website being updated. Most companies aren't that proactive on updating websites - ITX will probably have much bigger matters to address, they're probably too busy scaling up production/maximising sales. It will happen in due course.

As an aside, really encouraging to see the SP consolidate today after the steep rise yesterday. Onwards and upwards. Good w/e all.............look forward to next week

That’s a very big trade that’s just gone through, anyone know if it’s a buy or a sell?

Wow I wasn’t expecting a rise like this today! It just shows the lack of free float and the impact that can have on SP.

I’ve finally sliced about 22% of my holding, at 13.63p, which covers my original stake and a bit more. Merely for prudent risk management. I have a substantial holding here still and will be holding for gold. Onwards and upwards guys

That IEA report is bonkers............I thought they were a credible organisation. They've literally just come up with some pipe dream from Greta. Too many people are ignoring the reality - with the world opening up and economies booming, there's going to be an oil shortage and prices will hit $100+. Electric cars are not green, and nor are bio-fuels - they destroy the rainforest..................when are we going to have a rational discussion on the merits of each?

A very quiet middle as well

The recent drop in SP is hard to fathom..........it should be a lot higher than this.

AJP - I agree we've just reached base camp. I was surprised the SP didn't hold greater gains last week, but it felt manipulated. The drop in the markets probably didn't help. Nice to see a push upwards again today

Don’t see a takeover likely in the near term. We’re very early in the conception stage and just reaching inflection point. There’s a whole lot of miles to run before a takeover would be of interest to the board. It wouldn’t surprise me if the SP doubles in the next year so just not on the horizon

Well that was an unexpected placing...............particularly with what they said in the results. I'm not sure whether to partake or not

£400mill would be £1 a share equivalent...............that's optimistic thinking!

If someone picked it up for £100m, that would be a steal. I think realistically it would be between £100-200m if it was in the near term (next 12-18 months). AIMO

I don't think you can assume that. Takeovers can happen when you least expect them and there's nothing stopping a company making an approach. Takeovers are ripe in the ESG sector currently, as large co's seek to diversify, stay ahead of the trend and placate shareholders. I wouldn't want a takeover currently, as we all know there's so much untapped potential here. But that's not to say one won't happen.

I also think IP Group would accept it at a decent price - their focus has very much changed to cashing out gains in their portfolio so if they get a good return, they'll be happy. They also don't wait for what may be deemed the optimum moment - they cashed out of Ceres at a much lower price than current - they could have made 3 times the amount on that

Not sure if I was the only one, but I found the results very frustrating...........but then I tend to with this company. I've done very well, having originally invested at 3p, and further in the fund raise last year but I've sliced several times because I lack the conviction to hold. That is principally down to the lack of clarity on future revenue streams. No indication as to what the Galapagos milestone payments amounted to. I know Ali has previously advised that collaborations could be worth £100m but that is the only thing we have to hang our hat on.

Anyway, despite all this, the support the SP has (from somewhere - must be ii's because PI's can't deduct much from their comms!) is encouraging and will mean I remain a long term holder.

Interested in hearing others views............

Anyway, back to today and nice to see a further rise, particularly when most markets are down. The closing price yesterday seemed to be artificially depressed - the last sale was 1p below the last buy 10.2p vs 11.2p. Glad to see momentum continuing. GLA

No way would IP Group take over DNL, it’s not their mantra. More likely is they will sell off their stake when they realise a decent return. As another poster said, they’ve been in since the start so the holding RNS isn’t clear in that regard

I’m not big on podcasts but I can’t say I’ve come across UK investor magazine before. Are they credible?

I appreciate the link but I have to say that the podcast seemed very amateurish. A lot of waffle and umming and arghing. I’ll take it with a pinch of salt

Another piece in the jigsaw today, positive RNS

The question is, who is buying his shares, because we don't appear to have had notification of other iis?

You're correct in terms of India. GDR's best hope there is carving out a niche in the private sector there through DIVOC