Member Info for grizzlyb

...it also had a 100-1 consolidation.

It wasn't being run in a way that would generate significant interest, more like a university project. It had, until recently, been valued at less than cash reserves for quite some time. But in a relatively lean manner, albeit slowly, they've developed promising technologies and hold many patents. Clinical trials are showing positive results where there is currently very limited or no competition. Potential value if products get to market is many multiples higher than the current £50 million valuation. 100,000 RP patients in the US, even if only one eye treated, at £10,000 per eye for treatment that's £1 billion in sales just for a single product. 1 in 4,000 people suffer with RP. And it may also help in cone rod dystrophy, and then there's the stroke therapy, and exosomes...

You assume an institution was buying, but amongst other things, it could be an individual (as was the case in March) or it could be a pharma company or multiples of either. An RNS would come when the 3% threshold has been passed, or a 1% change in either direction by a holder already in possession of >3%, not necessarily when they've finished buying or selling.

https://youtu.be/DhIz6Jmz8ZU

Correction, £32 mil.

With a current market cap of £23 mil., a 1,000% increase really isn't that unrealistic.

It is long enough, qualified by the Cohort 5 results in the recent Corporate Communication document showing that the significant improvement started on day 2 for all 3 patients.

Doubt it, these are regular events attended by ReNeuron which haven't had any significant impact to date. For ReNeuron, positive share price movement requires news of positive trial progress, a partnership with a paying partner, or a buyout. Nothing else sustains the market's interest. AIM rules dictate that material information must be announced to the market first, i.e. we should be the first to know.

Why is it unlikely that any one party would get 100% of the RFP? The two parties - the only two parties - are in competition for christ sake. And it's for a pilot project, not the entire future of the country's power supply.

100 MW is a nominal figure. The country needs more power, and if TLOU's tender and subsequent supply is successful I doubt very much that they would get to 100 MW and then be told 'no more!'.

Equally, if TLOU were successful, that would not preclude any of their competitors from generating power.

...is how much gas each party has, and who can get it out of the ground at the lowest cost. If TLOU's technicals are better, it suggests TLOU's cost of extraction is lower. The Financial Proposal will come down to royalties and margins.

I would have preferred a wider margin!!

Puts our own CEO's holding to shame.

Science fact...still to be proven with placebo study to be fair, but looks positive.

I wonder if Roche were the 3rd party involved in last year's discussion with ReNeuron...

More potential patients for ReNeuron I think? So perhaps higher value.

IF the PILOT project tender doesn't go Tlou's way, I'm sure the competitor would be interested in buying Tlou's advanced assets.

I doubt very much that Tlou would be forever excluded from entering the market though so I'm not sure that's a situation worth worrying about.

If they aren't going to take a blind bit of notice of our comments or sensitivities, using your username in a header is unlikely to cause you any problems.

To reiterate my earlier point, market cap. now £16 mil. - who the hell would pay £5 mil. + substantial stage and royalty payments to JV one product when they could take all products instead. Time to earn your money Olav - it's a VERY considerable % of our market cap. and newsflow on your watch is weak.

How to get cheap IP? Sign an exclusivity deal then quit it during due diligence. Our board should be very careful about "potential partners'" motives.

Looks like our guys have organised sandwiches in the office and called in somebody with a link to Botswana...for the 52nd (?!) anniversary of independence...not saying that's what it is, but that's what it looks like!