Member Info for Gallmat

Thanks. No way i would ride this the whole way

Litigation can be tricky. Maybe make some gain and take out and let the rest run. Seems good on that basis.

Any references for the 500usd to 1bn.

If you have links?

I think it is clear even if they announce 300m it will double

If you know lcm, they win 90ct of cases.

The play here. Buy while 6p (13m usd) They will announce some big number like 300m+usd damages.

The herd will see 20bag potential. This will spike to 12 to 18p. Job done.

2.

A) If lcm want up to 4x their 13m. 60m

B) company would want 2x this!. 120m.

You would think they are asking for 200m+. They wont get 1bn in claims but nice it was india who made such an estimate.

Hard to imagine why a 2 weekly trial cost cannot be estimated. Same as 3 weekly just they come in more frequently.

If there is major clinical setback we should be told. Fair enough if they need more people in 2 weekly then that could be a reason.

Nothing makes sense.

They take great care on presentations. Agm. Then silence.

Openly state game changing and optionality on back of saying they are not boosters.

If things are bad in trial they have to legally tell us

But no bad news.

If no deals why bring in consultant who makes deals.

If it was leaked volume would be much larger.

It was confirmwd in 2021 we can make version of this. This was next most advanced after a3996.

Forecast to grow to 10bn as generic. Someone won't want to drop some 10s of millions to develop it ( after we see ava6000 validate precision)?.

How big is the paclitaxel injection market?

approximately US$ 4.51 billion

As of 2021, the global market for paclitaxel injection achieved a valuation

In terms af precision we could not have had a better result. No MTD! 7 cohorts.

Baswd on science why is anyone annoyed. It is an outcome that was off the scale. Company thought mtd ib 4 cohorts

It would be hard to expect we do not get someform of accelerated approval.

Dox is first line for STS. Less side effects and longer treatment. I am not sure on other indications.

It does make you laugh.

3 objections thrown out for bring BS.

Last remaining objection is they did not run the tribunal correctly :)

I hope they delay it longer so our multiple increases.

We will find out tom.

Hopefully more accumulation

Why does anybody expect anything more tham an indication.

The dfs is not yet complete, nobody can commit to.something that is unknown. But they are a company at least speaking to the american gov.

That is great

Boe inflation targets are proven to be inaccurate.

They assume natural gas price is 25pct higher than current price. They have just not revised them down.

Banks tracking the price of goods in inflation basket expect uk.inflation to fall to 2pct in april!

Nice holding a stock knowing company will buy back 20k a day. Stops the normal stupid drift on aim.

Hopefully portfolio nav is increading nicely

Having done businesses in asia ( indonesia). Rocking up and getting factoring is not easy.

We were told once we had good profits they would factor. Chicken and egg.

I have asked if they can clarify the short term plan.

What can we achieve with current resources.

Long term this can still be strong

I think the worry is coming from not understanding the plan.

Is the money we now have enough to hit 1.5ton per month target mentioned. If we do hit 18k a year at 200gbp margin. That is profitable.

Does hitting the 1.5k a month showing profitability open up other options for funding

Nobody here likes dilution but a company needs to function. If dilution implies hitting our 30k capacity. Showing profit then i am happy for it.

I will just see the rational for equity funding vs convertible then decide to stay or cut.

That could be now or into a rallying share price if rational given is ok.

If they are not going to the wall. This is a company with no debt and net assets far higher than shafe price.

I think we need some balance.

They explictly said not going for convertible. The

Rational for this is all important. Until we know why they made that decision we do not know where we are.

If it is because nobody would give it. Things are not good. If active decision by company this might be positive.

Any support as part of critical minerals drive and funding ( the huge ) issue goes away

I plan to try and discuss with ceo.

For all we know vat refund is coming post election. Add that to 1m gbp and they have enough capital to support 1gbp sales a month.

Yes it is frustrating. But company is below replacement value of plant and infrastructure.

They said they are not going after a convertable and other broker was sole agent in raise.

Could be they are angry.

Ceo needs a firm interview.

1. What does 1m support in sales

2. Where are they with other options.

This is only thing that matters