Member Info for GreggsStottie

Unmet needs...two words that NFX have patents for...this is the value driver.

Aim, have you experience of a simlar situation prior to NFX? I am relatively new to pharma, but have done a lot of research here.

The key here is no more dilution, so incremental deals = straight line value adding.

Looking forward to the journey.

Cheers.

Aim, indeed. I dis mean 5 years until a big Pharma company swoops in and buys the company.

As ive said before, big pharma want to buy something that adds to the top and bottom line. They want instant gratification and to add £500m plus to revenues. They dont want the effort and cost of early stage stuff.

...and they ars happy to pay big wonga to get that.

I agree our products take a much shorter period of time to get to mkt, given they improve kniwn drugs.

I am happy to wait for our payday, rather thsn investing in a bubble company such as NCYT...people will get burnt there!

All the best.

Covid will no doubt have slowed operations down in Japan. Like here, offices are closed and people are trying to avoid the disease. I think this will likely mean a conclusion/deal on nxp002 in H2. By this time our share price should have improved and the bounce will be higher.

I will continue to buy as I can and hope to do this for a few months. Anything under 10p i believe is a bargain.

So, to the doubters - just hang on in there. If you dont believe the patents, the runway of products , the fact we dont need to do any more cash raises, the Ebers deal payments due in H1 and beyond, Kissei deal impending (once covid allows us to relax a bit and is totally OUT OF THE BOD's control), the Chinese money that will come (eventually)....then you shouldnt be invested here.

I cant see there being a consistent sp rise until June so if you are here for a quick trade you might have more of a wait.

I am here like others for the end game. A sale of the business to a massive pharma company. Our patents will be worth a pretty penny - hopefully £1 and beyond. This mag be 5 years away so takes a healthy dose of patience.

...there may be other bargains than previously thought especially those that are forced sellers. Cant believe storage in the US is full, driving negative prices!!!

As they say, theres money to be made with blood on the streets.....

With Rocco on the case Im sure we will hear more soon.

Gold prices are strong, and thers is talk of $3000 an oince in 2 years. This means Gold Ridge could be worth double vrs when the licence was bought. Cant wait to see how much gold there is in Level 5 & 6. Plus if other licences become available surrounding Gold Ridge.

I can see serious value coming out of MNRG oved the next 5 years, I would not be surprised to see 5p at that point. Clearly, there is a lot to get through, but the signs are here!

Good luck holders.

No debt
Transformational potential on several fronts (NXP001-004)
Heavily invested bod (aligned to shareholders).

There are lots of other reasons such as depressed share price, closeness to a deal on 002, EBERS deal @ 20% is a great royalty, ability of our products to do good. Co-crystal tech improves in market products...

All the best

Looks like the US business loans have now run out...TRX did well to get the funding so quickly!

This is a tricky share to hold....it is a 50 50 gamble on whether they get funding...the products are awesome and progress over the last few years positive (despite Woodford etc).

I can see the potential value here so holding...but it's a little scary and risky. Guess genuine holders are in the same boat, with so many other bargains about.

I can't see this moving until covid is abated and we get news on the oil deal. Think we are looking at early H2.

I am happy to wait tbh. Looking forward to the directors getting their warrants in a year or so!!! That's where we are headed in due course...

If the oil and gas project negotiation goes well agree.

I think Gold Ridge will be held up by covid restrictions and awaiting licencing etc which will be held up in a similar vein.

Patience required...

...any link with covid and this little beauty will be off to the races. Just look at NCYT. (Not that I bought any there, however I could have and bought Aviva instead grrr).

We are not a 1 trick pony so many opportunities to add value.

If the Times hadn't leaked the potential deal then we would all be no wiser. The fact is that deals take time in pharma. Data needs to be shared and confidentiality agreements made. Clinical trials etc are slowed by shock events (covid).

In my line of work we are working 1 to 2 years ahead. Trying to plan for changes in consumer demand etc. Deals done now start affecting sales in 2021.

What I am saying is we all need to think further than the next quarter.

In every podcast Dan comes across as a respectable/honourable person. We now have a deal maker...anyone from the North East will trust in anyone called Keegan! We just need to be patient...covid/directors leaving & newsummit internal issues have exacerbated the sp.

Our time will come....I am happy to wait. Great products and IP...lots in the pipeline.

I do like the Ebers deal...cannabinoid products are going to be huge. Just a matter of time before we see progress here also.

Maybe an omen...the red dot is coming. Tick tock.

If, and it's a big IF..our patented technology can help millions of people then I will be very happy.

An appreciating sp (whilst important to us investors) is less important than the good this could do. Clearly this scenario would be a win win.

Likelihood is we will continue to wait patiently until a deal is done with the Japanese. All I goid time...

GL all.

I wouldn't be surprised if we bought more acreage next to or near to Gold Ridge....

This would improve efficiencies!

Let's wait and see.

The ball is firmly back with the Romanians...the new lower offer/valuation takes into account the new oil price market. There is a 10 year window to make money on Oil so it needs to be cash producing quickly and offer considerable upside. The company await a response and negotiation. Our new O&G director will be all over this...

Everywhere is on lockdown so suspect any deals will be slowed. Patience is needed...

NAV is £3.5771 to the end of December.
Jeffries are valuing the share at or around NAV...no value for the brand, the strength of the business not future potential. Since 2015 the nav has increased from £2.61 to £3.57...

Earning per share of 63p...any buyer would need to pay 10x that to get a sniff of a deal.

Can't see them being for sale, but you never know...for the right price all businesses are up for sale.

All the best holders...

At these prices the lack of Chinese payment is well and truly priced in. I have continued to buy and pleased to have been lucky enough to do so.

I suspect legal letters will be with the Chinese telling them to pay or the licence will be revoked. We also have an on going discussion with the Japanese...if an RNS hits there will be a large rerate. We also have the ebers deal which is on going....loads of strings to our bow! Not a 1 hit wonder....fyi the cannabinoid market is expected to be billions in the UK alone.

Seperstely, any hint of a link with covid, and the sp could go ballistic....could our patented technology support the rapid launch of a product to reduce the effects of this terrible virus??? Our expert chemists could be working on something now....just imagine that...

I'm happy to wait for good news....Dan and the team have brokered some good deals....more to come imo.

All the best...

Still valued as a cash shell...

I'm not sure the Romanoan oil investment is going to be as much of a cash generator given the current oil price.

The gold mine is the place to drive value. But, we will have to wait until the end of H2 to really see this move the so.

All imo...

Just 26 days max to get the oil and gas news. Surely it's more likely to happen than not...has to add material value to the mkt cap.

2020 should be a good year imo

Yes, totally agree fruitster.

Plus, no tax returns, no cgt...the list goes on.

Likewise, waiting for new tax year to max out the usa allowance!
GL all.