Member Info for GIVMESUNSHINE

Agree, however I think the point a made by someone earlier, its the consultants that will drive adoption.. I see BUPA looing at this a a way of refining spend on very expensive treatments, I have no idea how many patient in Bupa will be eligible for this test, but its clear BUPA will offer to all that are..In my mind this has massively derisked the whole venture, Burn just under £1million a month at aprilwas concerning , but 97 tests a month bring in £200k + month almost 80% margin ? , that was 4 months ago , the consultant network had doubled by april and network has expanded, all have a delayed positive effect .. cant wait for the updates of test progress, but if its doubled over the last 4 months then OBD is on a clear path to massive growth. One concern is that cost for PSA launch will get through cash and OBD is not well funded , so a placing is possible, but i dont think that will be an issu of massively dilutive as there is alot that the market hasnt had time to process yet.

It seems to me the OBD Sp is a bit punch drunk from 3 barnstorming RNS's in under 3weeks, The text below is quite clear -BUPA will offer this test to patients being considered for immuno treatment.. that's a lot of people and BUPA are the biggest ..

Under this new agreement between Bupa and OBD, Bupa health insurance customers who are being considered for immunotherapy with an anti-PD-1/L1 ICI will be offered the CiRT test

OBD have issued 3 RNS's that are one off usually years apart for a AIM Bio..

I think the key selling point and fast track route will be cost savings that both these tests can achieve , focusing clinical need in the right place and givin insurers greater profits .. my dad had 3 negative prostate biopsies ( private ) before the 4 forth was positive and advanced .. if he was on nhs he would been discharged and dead long before his years

Morning

Been lurking for a while , but Finally bought in today FOMO got the better of me. I held off as was initially concerned at the sales of this test , but at 2000-2500 a go at a very large Gross margin make a clear path for some very large growth June was 97 test , which on the face of it looks terrible , but 100%!growth over the previous, I guestimate it would not take many more than 600-800 tests to reach BE ? Which

Is nothing near the potential IMO

I like this bit from the RNS

Under this new agreement between Bupa and OBD , Bupa health insurance customers who are being considered for immunotherapy with an anti-PD-1/L1 ICI will be offered the CiRT test, ensuring their doctor receives state-of-the-art personalized guidance to inform their treatment plan. The partnership underscores the shared vision of Bupa and OBD to improve the quality of patient care, while sparing many individuals from unwarranted side effects from ICI treatments that are ineffective for them.

Hi all - Still alot to play for here. The Goverment stake could be resolved at any time and we have the put option. This is certainly not one for thrill seekers, but worth a longterms holding. I might add, but only on profits from something else. Patience is certainly needed.

Morning

much better sounds coming for Iraqi Goverment, The highlights of those comments below

Iraq’s Prime Minister Mohammed Shia’ al-Sudani speaking at an energy conference in Moscow on October 11

The Iraqi government “is ready to resume the export of oil through Turkey’s Ceyhan pipeline",

He added that Turkey recently sent notice that the pipeline is ready for resumption, and that the Iraqi federal oil ministry is in discussions with oil companies operating in the region.

"good understanding” between the government and oil companies in this regard.

Nice

The way forwards? - news just out of ADIPEC. Future Licencing Structure

Iraq sets January deadline for oil companies in new licensing rounds

The deadline for international oil companies to send a formal letter of intent for Iraq's fifth + and sixth licensing round is January 2024, an Iraq oil ministry official said on Tuesday. Al-Neama, head of the Exploration Contracts Division in the Iraqi ministry of oil said during the ADIPEC energy conference in UAE's capital Abu Dhabi. "Iraq fifth + and sixth licensing round reduces royalty," he added.

the deadline for international oil companies to send a formal letter of intent for Iraq's fifth + and sixth licensing round is January 2024, an Iraq oil ministry official said on Tuesday. Iraq fifth + and sixth licensing round will have a profit-sharing arrangement and will remove a "huge amount" of investor burden, Al-Hakam I. Al-Neama, head of the Exploration Contracts Division in the Iraqi ministry of oil said during the ADIPEC energy conference in UAE's capital Abu Dhabi.

Hi All

Agree with all the points made - On a brighter note EDM only have 58 days left to pull thier finger out, and ASND were due to appoint thier financier by end of Sept ! (have they ever met a selfimposed deadline ? Zinc on the up also GLA

Morning - I think that these results bring a sigh of relief, shorters and suitors have been alll over ASOS .. Now it looks clear that the plan is working , even if slightly below some pretty ST high targets - given where we were 6 months ago its a massive turnaround.. with challenges Yes, but going out of buisness, No .. Can now look forwards instead of backwards which is a good thing and i think the SP will react, im a buyer at these levels

Ouch - no liquidity at all, - 13p!

Agree - Worth overlaying the NAV with the MKT Cap and can clearly see where value has arisen - only a few months ago it was trading at a premium and last year at a 30% discount.. its all forwards looking and short term movement due to liquidty.. NAV is going in a good direction and the SP will move around it

Agree - I’m thinking of adding next week..I’ve got a 2 year view on most things and it looks attractive at this level- only £15k of trades

TBF to MB, its good that he put himself up for interogation.

Yes agree re software, the face implied - dont give me a load of boswolocks :0) If think MB has taken a bit of stick, but the point he makes is valid - Its not a bad BFS, victim of his own hype and delays.. but alot to gain from here from a MAFL point of view

Thanks Lewis - Not sure what to make of the comment that there were finacial concequenses of not completing the FS.. assuming that is MAFL.. I like the style of the interviewer, interesting

Not sure.. but its good to see this developing, Put option gives a good safety net ..

Would be great news if on the outside chance MAFL get the 20%, The SHA prevents and debt/ funding being attibuted to Redcorp without MAFL permission, so i'm tyhinking that 20% would be quite a valuable asset

Thanks for posting - I'm suprised that didnt come from MAFL .. Starting to become clearer , as you stated it looks like a clear 120 day time limit on EDM to participate..

Worth noting that MAFL Assets have gone from £2.5million to £8.3million in 5 years -looking @ £12 million by Sept/6 years, That some going .

Hi LM

Possible , but already looks at quite a steep forward discount and alot to play for with Lagoa and other investments... happy to take a mid term view on this .. JV has done a great job over the past few years and a nav north of 30p by september will start to give MAFL much more credibilty, and that has bee achieved against an almost historically difficult period in time..