Member Info for emacd

If this board is jesting, ramping, deranged (or a bit of all)...

Close to the straw with this CAML. I should have dumped into COPG instead of laying eyes on share looking for a pure play. i now understand the slant in some previous comments.

In a post SoH era, why tf are they hedging so aggressively, its brain dead. everybody and their nan can see oil isn't going back to $63... this isn't insurance, it's stupid. anyway...

Fields called "Who Dat East" and "Vaca Meurta" haha

Im curious, are PIs betting that as fuel prices rise, more people are going to opt to take the bus? how insulated is mobi from the price of diesel? does that logic still stand in the face of an extended blockade and diesel shortages?

how much of the fleet is electrified?

I don't watch that guy, he's annoying and mainly "bad news sells"

https://www.youtube.com/@NicholasCrownYouTube <- this one

other half decents

https://www.youtube.com/@TradeBrigade

https://www.youtube.com/@fxevolutionvideo

https://www.youtube.com/@bravosresearch

https://www.youtube.com/@CiovaccoCapital

https://www.youtube.com/@EconomicsUnmasked

Today's switcheroo rally from oil to the wider index is going to be the biggest April fools nobody was expecting. I won't bait, still at cash.

I thought these levels were a thing of the past for steady eddy CAML what with the narrative of severe copper shortages being peddled for the last 6 months. now with a war and a global recession in the mix; even oil stocks are getting buffeted...

Having no prior history with the company since filling my boots early last yr; I've enjoyed Linda's continued golden shower immensely!

EIG's sell down was probably negotiated some weeks back at prices before the latest spike; i read nothing into it. i can't bring myself to buy yet more as a LTH; regardless of brent. I think HBR like the rest of it are going to be buffeted by what's to come this yr...

I don't feel like this wasn't needed at this point... like this was a misfire. we're entering an extenuated period of depressed prices and distressed assets and dispensing capital now means less for late next yr

I would be guarded when reading into "with enhanced ownership for Fusion Antibodies.". The most the doc has said in his demos is "milestone payments". He has gone onto saying that the industry has moved on from royalty sharing agreements...

"discussions are progressing, there is no assurance that an extension to the Agreement will be reached" - this some fighting talk, a complete 180 from the current stance from selling the science for steep discounts. Will the doc blink come crunch? Excited to hear the next official updates.

if i was big pharma and i could pick the science up for pennies, it would make zero financial sense to be buying out the IP, none. let's hope that the crazy discounts up till now don't torpedo future negotiation rerates. It would be amiss of the NCI et al to scr*w FAB over when they're coming out with such amazing Science...

Let's hope they forged some lasting relations with this latest visit...

Will continue to drift for the foreseeable future. give precious metals their 15 mins of fame, profit taking will rotate back here...

Like myself, i view anything sub 200p as great buying opportunities. HBRs time horizons of 7-19 yrs align. If I was BASF, I wouldn't want to move the needle on a cash cow either...

Investor presentation popped up on my YT feed last night; which led me back to these boards. was a little tempted for a toe dip, except those bonuses for a zero revenue entity are eye watering. shares seem to be dished out like confetti too. after all the infrastructure needed to make this a proper gig, jam still seems tomorrow... so i'm happy to add to the watchlist for now.

EVR will be wound up and delisted once and for all after sanctions are lifted... I assume there is very small margin of investors who have a clear route to claiming shares in the new entity subject to UK Sanctions as well as Russian law section: FZ-470.

"In short, you cannot simply sell your shares (or the right to them) to a legal entity for consideration without facing a very high risk of violating UK sanctions law. The act of selling is a prohibited "dealing," and the transaction as a whole would likely be classified as a criminal act of circumvention. The UK's sanctions regime is intentionally broad to prevent any and all activities that would benefit the Russian state, its economy, or its entities. Your only path forward, if you are a UK citizen, is to seek a specific license from OFSI for this transaction, which would likely be a long and difficult process with no guarantee of success"

If anybody goes through the process of applying for a license, by all means, please share your specific conditions. There is likely a time limit.

KR

A 4.5% rise for a 3% dividend. last minute traders moving from their fence?

But the UK shareholders are treated as third rate citizens for this company. feel relieved to be out

Sensible debt levels by 2032? a dividend in 2035? ^_^ lol it is funny that the speculative buys up till now soiled themselves the first inkling of "non-good" news.

It's terribly ironic that you are better off investing part of your SIPP in one of the Providers than buying their sh**ty products. anyway good job PHNX ;D

Will there be an acceleration of giving up it's gains until Nov and onwards? the swings are more pronounced for ABDN. The question then would be, what can one rotate into?

I take the view that the majority SHs want to lock in the recent SP appreciation whilst still maintaining majority control. all things being considered ITH is probably sitting at fair value now. sitting at +70% was probably a bit too comfy...

oh my... i think this is beginning to dawn on me.

i read about this a few months back. i had no idea that that is one of the companies behind this type therapy, and i had no idea antibodies are behind this novel approach to reversing mpb by way of kicking follicles back into the anagen phase.

if the anticipated fab news is anything other than partnering up to offer their own competing trial phase, and they are not sacrificing every waking hour on this project, i'm going to be ****ed.

who cares about mcaps if the total addressable market is basically half the planet. *grin*