Member Info for formerlyeasyp

Agree re day trading. Can someone remind me of the reasons for being a long term holder? Timescales on the science etc. The silver lining from the discounted share sale is that the company now has working capital. According to the FT:

Fusion Antibodies plc is a United Kingdom-based collaborative research organization (CRO) company. The principal activity of the Company is the research, development, and manufacture of recombinant proteins and antibodies, particularly in the areas of cancer and infectious diseases. It is engaged in providing an integrated end-to-end range of antibody engineering services for the development of antibodies for both therapeutic drug and diagnostic applications. It offers a range of services in antibody generation, development, characterization, optimization, and small-scale production. These services include antigen expression, purification and sequencing, antibody humanization using its proprietary CDRx platform and cell line development, producing antibody generating stable cell lines optimized for use downstream by the customer to produce material for clinical trials. It is also developing OptiMAL, a mammalian antibody library and discovery platform yielding fully human antibodies.

Nolo you are quite right that P3 approval and a drug going to market many years away but as we saw many years back when IMM passed the P2 and onwards towards P3 the share price was way higher than it is today. I intend to trade the shares on the way as a means to recoup past losses. I hope that the expected FDA RNS produces a modest uptick in price as I can sell into that for as Henry Cole might say an SPQR.

It is a gamble P1D. Wish I had kept my Cameco shares!

I disagree, I do not think Mr Kight is a sucker.

According to the FT 34% of EVG is owned by institutional shareholders including AXA, Hargeaves Lansdown, Octopus Investments etc. "The one analyst offering a 12 month price target expects Evgen Pharma PLC share price to rise to 20.00 in the next year from the last price of 3.65."

Wait and see imo.

Very positive scirntific summing up of the year. I would like to have seen more cash in the bank. We need a big break through to reap rewards but impressed by the scope of research. One area will hopefully come good.

Well they seem to be making a habit of taking the p1ss.....

Agree with CaseFountain but added this morning with HL a fraction under 2p as I see this as a long term winner. That said it might slide further from here but having sold a chunk at 3p I am content to reinvest today on the basis that more good news will arrive soon enough.

Anyone have a view on when the next survey, drilling or assay results likely?

We need some positive scientific news from EVG in order to progress otherwise the BB descends into speculation and bickering and none of us is any the richer for it.

That is slightly worrying given Mr Forrest is a non Exec Dir here at ANGS.

Most successful business people go bust along the road or end up in scrapes before hitting pay-dirt but I would rather we had someone with a clean sheet as a non Exec.

Strong buy.....once they have the permits imo.

Watching but not invested.

OK first problem, Colombian unrest and a left wing government.

Second problem, oil and gas shares all down, GTE very much so.

The Good news 38,000 bopd with new wells online.

https://www.lse.co.uk/news/gran-tierra-energy-quarterly-production-rises-as-wells-brought-online-k95pk6r3ibnd1j2.html

A bit disappointed to see the sp up this morning.....I was hoping for further falls to buy more at a discount!

That said, for the patient investor sub 3p is ridiculously cheap but no doubt the usual suspects will say otherwise.

Frankly do not care, happy to let the sp dip and buy more later this week or next.

Given how many times this company has been in front of the FDA I think the probability of a totally negative outcome on 07 June remote. To that end I will buy a few more and sell into good news. I remain a long term holder and have the scars on my back to prove it! We are all guessing about 07 June and beyond, I am in the cautiously optimistic camp.

Https://www.telegraph.co.uk/columnists/2023/05/31/labour-north-sea-drilling/

Very good news for those already in production as gas prices will peak over the winter months.

I took another look at the FT Portfolio on AURA and as a result of the recent capital raising the company has about three years of cash based on a burn of about 2.7 mn pa. The one analyst offering a 12 month price target expects Aura Energy Ltd share price to rise to 0.40 in the next year from the last price of 0.165.....140%. Well that depends on a few things but is encouraging!

The ConSocialists led by Rishi are imo no better than Net Zero WEF stooges.

Despite a recession energy reality will kick in over the next winter and whoever wins the subsequent general election will have to rethink the North Sea Tax Lunacy.

Https://mineralseducationcoalition.org/minerals-database/lithium/#:~:text=Lithium%20was%20first%20discovered%20in,deposit%20that%20geologists%20call%20pegmatite.

Thank you for a great summing up of the gold mining aspects of THX. Do you have a view on the Lithium news please? Specifically operational risk and geological. I have no knowledge in depth about lithium mining but assume ore from rock perhaps more concentrated and easy to extract than that from salt beds? The gold is OK but the Lithium could be transformational.