If you would like to ask our webinar guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund a question please submit them here.
This is complete nonsense:
lThe RNS regarding DJP's transfer of stock was not required, given no difference in material number of shares. It was released because they needed to silence thoughts here of what could have been going on, and probably still are.”
If the company are advised of a change of legal ownership of shares in which a director has an interest then the are obliged to tell the market of that. This isn’t the first time that such an RNS has been released by CC and it won’t be the last.
Re this new Modi-1/cohort, mentioned by Burble in the AGM thread, I note that this is acually the most common form of liver cancer (according to CRUK) and has a five year survival rate of 17% (11% with secondaries).
I wonder what evidence led them to open that cohort….
Currently in transit in Singapore for a day…..there is rising concern here about the spread of the latest Covid variant:
https://www.business-standard.com/world-news/masks-return-as-singapore-sees-covid-19-uptick-rise-in-hospitalisations-123121800708_1.html
….and the Singapore government has gone back to recommending masks in public. It is also returning to publishing, from (later) today a daily update on Covid infections etc, on the Health Ministry website. The latest weekly numbers (to Dec 9th, I believe) are here…..note the very sharp rises and consider that we are now ten days further on:
https://www.moh.gov.sg/covid-19/statistics
If only someone had a broad-based vaccine ready to go…..
Interesting that the implication of the placing having been “led by” new specialist investors is that the company were approached with an inquiry about how to get an initial stake.
How big and who?
Was it worth giving them a 10% discount, given that the placing was “significantly oversubscribed”? We don’t know yet……but I certainly hope so!
A “derisory” share price is not usually a good point at which to dilute existing holders…..
Sometimes, however, that is exactly what happens!
And, I can tell you from firsthand experience in a listed company, “completely tight ships” are the norm, not an exception! It is a common delusion that things “must leak” - they usually don’t. Not a whisper.
Don’t bother yourself with this. The exercise pattern of options depends entirely on the individual’s tax position. It is irrelevant to the prospects. Goodfellow’s options were not extended (he is no longer an employee and is free to exercise, whereas LD was unable to exercise due to inside info and her options were extended).
In my opinion, the auditor delay screwed up the IR plan. I would assume that the posters and conferences were prioritised over investors, because investors will get a proper shot at the upcoming AGM. Unfortunately I will be in Sydney that day - but I trust there will be some detailed reports.
Http://digitaleditions.telegraph.co.uk/data/1522/reader/reader.html?social#!preferred/0/package/1522/pub/1522/page/5/article/NaN
LIFE-SAVING drug trials will get the green light more quickly under plans to take advantage of Brexit to reduce red tape.
Steve Barclay, the Health Secretary, today announces a new fast-track process, which will halve the time it takes for some research to get under way.
Regulators have cleared a backlog of more than 2,000 applications, which built up after a surge of interest in research in the wake of the pandemic.
Writing jointly with June Raine, head of the Medicines and Healthcare products Regulatory Agency (MHRA), Mr Barclay pledged to streamline research processes further as part of the biggest reform of clinical trials for more than 20 years.
The changes have come about because regulators have more freedom to design their own processes following Brexit, including identifying trials that can be authorised more quickly.
Although applications should be assessed within 30 days, the average wait hit four months earlier this year, following a surge of applications. On an average year, the MHRA normally approves around 750 new trials per year.
Since July, the watchdog has approved 2,200 trials, wiping out a backlog of almost 1,000 which had stacked up. Today, Mr Barclay and Ms Raine set out plans which will mean that approval time for low-risk trials will be reduced to 14 days.…….
Interesting news and intriguingly vague title.
My guess is it has come out of the Modi-1 trial research, where I think they’ve gone into “silent mode” after the early approval of cohort expansions, back in late July. I think they are sitting on something materially-encouraging.