Member Info for deserttrader

Aside from next steps on what is happening with the remaining 70%, I would like to see an update on the de-watering and decline. Apologies if I have missed any recent updates, but we need to get the decline started once more and get to the top of the treasure. FS and DTM to follow.

To be fair GH ensuring that we have last right of refusal has certainly assisted our hand.

Definitely time for our Board to step up now and earn their shares! I have no doubt a GGP RNS will be out soon to calm a few key stakeholders and set out a pathway. Over to the BOD! In god we trust…..- sorry that was rugby!

"Focusing management efforts on portfolio of Tier 1 assets and emerging Tier 1 assets"

Still baffles me that we are not seen as an "emerging tier 1 asset", am I missing something?

Either we go alone now or in steps Rio!

Spades - I was fortunate to play the West course at Royal Melbourne GC which makes up 12 of the famous composite course a number of years ago - magical. Slightly off topic I know.

Let's been honest I don't think many of us, expected the SP to finish the way it did this week after we knew that data should be good at the beginning of the week. (no further updates on commercial success didn't help, I know). I just watched the presentation and as someone recommended if you start watching from 20 minutes in it's a fantastic watch/listen and certainly provides a level of reassurance after the week we have had. There are a number of highlights but I particularly liked that one of the patients (SFT tumour) will be looking to be treated for as much as 15 months, almost 4 times the normal allowed amount with standard dox dose - that is remarkable. Also they have evidence at higher dosage levels proving even better safety tolerability than at lower levels and more dox being released in the tumour. In summary listen from 20 mins to 39 mins - for shareholders well worth 20 minutes of your time if you haven't listened so far.

Wyn, if you don't trust the CEO and in this case Founder, you need to sell up and move on. You have been on this board for a number of years, back and forth with your views which you are more entitled to. However it's just rinse and repeat with your posts. So frustrating reading your narrative each day.

Logged onto see the reaction to the SP and now getting a German lesson, everyday is a school day, wunderbar!

Matty - I know you have been here a long time like myself. I remember posting not too long ago, if you were offered 33p would you take it? Not many said yes. I agree with MH01, given what we know and 20% dilution since then, 50p would be amazing but IMHO not realistic. If 33p came in tomorrow, I would be all over it and I think many of this board too.

Thanks Zoros, good summary, first thoughts, like the sound of it.

Halftime in the rugby - what a game! It's quite a statement from Janet, when she clearly knows her reply is in the public domain. Although she may have underestimated that the AVCT crew will be all over this. Are Novartis working on something with Avct for the future - time will tell. Back to the rugby.

Thanks Saint for the link - trying to watch the rugby at the same time!

Interesting observation on twitter - X - this evening. Would seem one of our "AVCT" crew has had a reply to his question from the Head Program Innovation Global Drug development at Novartis. In summary she likes what she's sees so far.

Thanks Muck and Timster. Coming from an untrained eye, are we potentially saying that 3996 could be the upgraded version of 6000 down the line? It could also attend to a greater variety of tumours than 6000. A nice problem to have but would you want to license out 3996 knowing it could replace 6000 eventually. Conscious at some point we will need funds from some type of deal to take 6000 through to market as 3996 has to be at least 3 years behind 6000. Or you look at other ways of funding and you state you are taking both through to market, thus creating a greater value to the platform and a potential buy out of the whole platform. Admit a lot of if and ands! Thoughts?

Thanks LLP

Out of interest and apologies for not googling, what sort of revenue is Point bringing in currently or in the future to obtain a 1.4billion buy out?

Given the news we have already received this week, what could we realistically obtain this coming Thursday, that we have not got yet. Thoughts?

GGP - Newmont maybe more professional (time will tell) but they are by no means bigger. Rio MCAP dwarfs Newmont.

Thanks Bamps, have a good weekend.

Bamps - if SD is that excited about Decka even though he has not seen the assays, there must be a possibility he has seen the cores or has received feedback on them. A possibility?

I remember the very early days of Hav, when they posted pictures of some cores, before they went to the labs. You could clearly see the "juicy" stuff! We can but hope for Decka.