Member Info for Genghis15

Does this help? http://event.onlineseminarsolutions.com/eventRegistration/EventLobbyServlet?target=lobby.jsp&eventid=1025278&sessionid=1&key=8AB55C13DC39F16D0BFBE77B4051AD59&eventuserid=122468481

Nobody knows, do they? It will depend partly on the PoO, but at current levels I would be very surprised to see double figures. But wtfdik.

The key point here is the statement "The farmout agreement includes future cash payments sufficient to meet the Company's ongoing needs until first oil production". This limits downside here, unless Rhea is a duster and Noble/Edison cancel the licence. even if PoO fails to recover, there should be a spike here around the Rhea spud date, I would think.

Note out today has target 157p

Looks more like 5p at this rate.

?

Thanks for that, apologies for my laziness. I must be following too many shares! Look forward to seeing it tomorrow,

Is there link?

Agree. the problem is, there are no "experts" here. There may (or may not) be some well informed posters, but in the end you must dyor and make your own judgement.

tend to agree. @45p + was hesitant will be paying attention at this level.

If your point is that the Greek debt is insupportable, you are indeed correct, or at least most economists think so. However when comparing countries the most relevant measure of sustainable debt levels is usually thought to be %age of GDP, not per head, bcos the ability to repay is a function of economic output, not of population.

And UK national debt, again excluding local authorities, is £1.56 trillion, less then your 2crazy" figure but in the same ballpark.

The US national debt, Federal only and excluding the individual states, is currently $18.295 Trillion. I'm not sure what your point is but it is not atm well made.

Sadly the prediction is ambiguous. A vision of Elsie Partridge appeared and said the SP will either fall, rise, or stay the same. As that's just about the best advice I've ever heard I thought I would pass it on.

yes, I have a crystal ball at the back of the wardrobe, I'll dig it out and let you know.

thanks, very useful. I had seen the April presentation on co website, but not that one. that one addresses my concerns more directly, especially in the responses to questions at the end.

haywain, thanks for that. Note the wording from that RNS "The new patents cover key new operational aspects as follows: · Cell harvesting method – this covers the method by which the Parsortix system can harvest cells (recover them from the system) for mutational and other medical analysis · Cell measurement method – this covers the technique of using the structure and markings in the Parsortix cassettes to determine the sizes of captured cells as part of their identification and analysis · Multifold design of Parsortix cassette – this covers the use of an elongated step front (undulating ribbon) method to provide a large increase in separating capacity on the cassettes. " This would appear to confirm my concern that an alternative harvesting method based , say, around a mesh rather than stepped cassette, might not be covered. I have no idea if such an approach would be practical; just using that as an example of a competing product which could emerge. any other views welcome!

I have recently put a toe in the water here, and am tempted to put more in. the Parsortix product is clearly one tat could be in great demand as currently emerging therapies based on detailed and individual analyses of patient cancers are rolled out. There are, however, a couple of doubts in my mind, which may or may not be well founded, ass I have no experience in medical diagnostics or in patent law. Firstly, looking at the pricing of the product, and in particular thye individual test cassettes, there is a huge markup. great for AGL, but with all the other expensive therapies, together with rising demand, how will healthcare systems afford it all/ My suspicion is that product prices will be severely reduced if a widespread rollout is to be achieved - tho maybe only after a honeymoon period, which would afford an exit strategy. secondly, and more importantly, patent protection. Leaving aside for now the almost inevitable copying that will occur in certain jurisdictions, I wonder how strong the patent protection will be in , say, USa/Europe. As I understand it Pasortix is essentially a filter at micron level, which screens out normal blood cells to leave trapped cancer cells for analysis. now I am probably being naïve here - after all it has taken much research to get here- but what is there to stop some other researchers coming up with a mesh, say, of similar calibration to do the job of our cassettes? As said, they may be daft questions, but as the old saying goes, the only daft Q is the one you don't ask.

Maybe.....tho I am reluctant to reduce there before news, however long it takes. Possibly reduce in SOU, but that's a tough one, as well.....

that's the one, thanks yet again. I have since viewed the latest investor presentation, which was very impressive, going into more depth than Poetical's notes. Things are definitely looking good here, I may have to make some hard decisions on freeing up funds elsewhere.