Member Info for Digittt

Arthur - you were an hour or so late, but somethings kicking in....still low volume but 9p almost in sight now.

You mean like in 2 minutes it's going to kick in.? :-)

B1ll - I'm actually the same! Only hold around that as well....not enough time to trade more. The IG side is not technical...it just gives you whizzy graphs and on good days you 've got lots of pretty pictures to look at and pretend to think about.

The excel side is a little sophisticated I guess...I used code I found online and that lets me build up my portfolio across the kids ISA's , wife's SIPP/ISA's and my SIPP/ISAs in one excel...so I know my average price / holdings across all of them etc etc. It is 15 minutes delayed, but I don't cares as I'm only checking that at day end and the like....well except when Hemo has one of its good exciting days, then I'm frustrated with the 15 minutes delay so start breaking things by typing the live prices into the excel!

Thanks B1ll. ..yep agreed, volume is volume. I use a mix of live data from IG (CFD account gives you live data and they shut your account down every 2 years or so if you don't trade through them....but simple enough to just open up another account) and then my excel calc uses yahoo finance (15 minutes delayed at best, but mostly used for overall portfolio monitoring via some custom functions that draw the data in). Eyeballing the live data I can see volumes are up on yesterday, but even then when I look at volume in my excel (it was worse in the last few days), it just feels under-reported. Maybe I'm seeing something that's not there and it's all consistent. Volumes are ridiculously low though. We'll be able to see and call each other out on each of our top-ups at these levels!

B1ll - I'm troubleshooting my volumes numbers. Can you calibrate me on the total volume yesterday? Or volume so far today even? My live feed is showing me one thing but my portfolio summary software (that's a bit of an exaggeration....excel linked dynamically to yahoo finance for end of day updates...needed as portfolio across multiple logins) is showing me much lower volumes. I believe the live feed more, but a little confused as to why yahoo finance at end of day is under-reporting.

Saw the latest woodmackenzie nickel forecasts today. Blimey, they’re on a different vibe to the rest of the world. Never seen such a negative forecast. A year or so ago their LT was $9/lb...now they have it under $5 for most of the 20s. Thank goodness they’re an outlier for the most part. Most brokers way above that based on elect cars etc. Haven’t read their reasoning yet, but they must have a stonking amount of supply coming online as the demand feels solid.

Thanks...I've used the Lon Stock Ex before, but it stopped at some point.

Stupid question...does the Hemo website have a link where you can subscribe to receive RNS'es. I've had them from specific services, but prefer direct from the company. Can't see anything obvious like I have for other investments of mine, so feeling daft.

Suzi back on filter...Was curious enough to un-filter for all of 2 hours.

JHFH - if you saw my posts from when the CLN's were announced, the downside risk here is if Mint's intentions change to me. I don't believe they have come into these in bad faith at all...I was clear about that. To me their current intentions are good. But if circumstances change (just guessing much slower path, or issues with 1 or 2 of the products) and the massive upside we are all in here for starts looking in doubt, then they might have a change in heart/behaviour.

JHFH I agree with Suzi on that point. The converted shares will specifically be tradeable unless the terms specifically restrict Mint from trading the shares. While I have tonnes of respect for the efforts and research you put in, trying to refute that would be ramping to me. If they weren’t able to trade them I feel we would have seen a jump in the SP this AM as then my valuation maths from 2 weeks ago on the 30% would have been accurate enough.

JHFH - still trying to get circular, not visible on phone but is on desktop site. Does it specifically say that the converted shares won’t be traded, or just the CLNs?

Is it just me or my phone or is the circ no longer available ? Scrolled up and down the linked page and nothing there?

RNS out with restructure of debt and fund raise.

Thanks, makes absolute sense.

JHFH - vav your commentary yesterday on why EL can and can't be used. You were quite specific in your explanation, and it made entire sense. Has this explanation been given by the company directly or is it from you deducing it?

Whaahaa...looked at the tweet thread starting from Hemo on the video and just realised the law of unintended consequences still applies. Hemo introduced the video as "a short trading update"... If ever ambiguity wasn't your friend!

Lord almighty, seems like there's a lot of angst and defensiveness today. I do believe Mint should be in this for the right reasons, although their website is half-arsed and incomplete.... My point earlier was that if they wanted to, they could stuff us around, but I don't think there's enough money to be made and they would have had to go in from the start with the intention of doing that...which I don't believe they have.

Many references of CLN disasters, but it you don't want to look at mining, go look at AVO's history...that's in the medical field.

But for the record...I'm still holding all my shares and will continue to do so until we're all minted or been Minted...

JHFH - your intentions are good with your commentary, and in an ideal world, yes, that is what Mint would benefit from - ie a rising share price. But - this source of financing has it's risk - if Mint gets impatient, or makes a concerted effort, they can screw the share price and make money off it (at the risk of ruining their own reputation funding startups). The limitation here though I have to agree is the market cap...they can make money pushing the share price down, but the market cap is not enough in my mind relative to the CLN amounts to really make a mint from it....errr. Perhaps with significant leverage their side but it starts to sound like a massive amount of engineering and conspiring upfront - which is completely disingenuous and when there will be plenty more to make with a rising share price if Hemo delivers results.

Unrelated but related - does anyone know the current level of shorts? The SP seems to be being pushed by something.

Solow - thanks. Nothing is available online that I can see about them, but Mint has a reputation I presume targeting start-ups. If they behaved like you describe they would have nothing left of their reputation and their chance of future deals evaporates. That being said if they did that early, it would be visible as they would be a significant shareholder, and Vlad wouldn't draw further on the CLNs. If they did it later we would have drawn the £60m and wouldn't be able to convert them all at once. The premise here I feel has to be there is a balance of risks on the funding and potentially even no intention of fully drawing the £60m. Mint also need Vlad and his team pushing hard to get these things progressing. The assets are the people and IP, not a laboratory. That's significantly different I think to the investment you mentioned elsewhere where a physical treatment center and specialist equipment was being constructed that was horribly delayed and which ran into a cash crunch.