Member Info for gspanner

I think it will be closer than the polls suggesting a Biden win: I would much prefer a clear winner!

Like the last UK election a silent majority will continue to vote right/democrat (and even his vote may increase due again to silent further objection to the liberal BLM riots.) Please don’t misunderstand these are not my views but just a repeat of the Hilary/Trump contest - the Left continually misunderstands the need to appeal to the moderate voter to win. Just as Boris won in the Midland/North traditional Labour seats, The Reps will take the swing states IMO.

I think the FDA will continue to function whatever happens!

Palumbo as you probably appreciate is from a venture Capital background so I would imagine has contacts/mechanisms under consideration to provide the finance. My impression is that the cash is to get the first few projects Over the line, and the rest will look after themselves being much more cash generative than an equivalent renewable (tidal/wind) project. (Ref from long research note).

Best wishes

DD77,

I take your points. My opinion is that there need to be 1-2 big projects and perhaps 3-4 smaller teaching financial close and helpfully 1-2 of those commissioned/operational before that £10m runs out. At that point further financial close and maintenance fees kick in leading to the self sustaining cash cow this will eventually become... IMO!

Entelion,

An excellent post, much of which I agree with. Angle have plenty of irons in the fire the key is moving forward the most promising to clinical commercialisation and larger trials of efficacy which requires plenty of cash (shouldn’t be a problem post FDA) - so long as approved. I am not as confident as you are that the FDA is very objective with its analysis for non US companies... But since Angle is valued as if pending FDA approval didn’t even exist the risk:reward works for a reasonable investment.
Also a device like this has less expensive trials/hurdles to negotiate than a drug....
Plus to some extent the Boeing/CAA débâcle whilst not directly relevant to an FDA submission has probably focused the minds of those in semi-corrupt US institutions not to make the bias too obvious lest the decisions come back to haunt you.
The decline of the US as a world power as its previously world class institutions have been progressively corrupted is an interesting debate - it’s fairly obvious where I sit on that one!

Thank you LordG.

We do tend to take Ownership/Contracts/Law for granted. What it must be like to have someone take it all and have no way to get it back!

Stokey - not yet Josephine!

The equity stake come once the slide rule has been lavished over the business!

(I hope anyway)

Gsp

Sorry ‘or just the corruption that prevails’

LordG,

Interesting comment; are their specific issues in r just the corruption that prevails!

Whilst remaining only ‘potential’ I like the tie up with a much bigger company, improving access to companies with worldwide reach... As written the Middle East tie up is very interesting.

Whilst a different type of product I have always admired Ceres Power‘a model for collaboration. They generate revenue from licensing the tech (before sales) but also a the bigger company takes a chunky equity stake in Eqt to negate any future funding Issues, ensures a very stable share register and therefore both Parties are interested in developing the business.

‘Could have timed purchases better ‘

No worries, there has been stock to buy recently, I do suspect a biggish holder is offloading and there will be an RNS at some point. Plus perhaps have timed my purchases better but that’s the stock market for you.

Like the fact that recent Dow weakness didn’t dump btc back to the 9800 level.

Re:partner.
I am pretty sure, once concept has been scaled with a variety of different feedstocks, that is exactly what will happen. My assumption as a very committed investor is that that investment will come at the mcap £250mil or so, so in a years time IMO!

No, just the stock market!

Rather like this bit... News to one in unpredictable fashion:

Of over 40 opportunities and projects in our pipeline at end of H1 2020, more than half are expected to receive development capital from EQTEC as well as our partners. The acceleration is expected to drive us to closing deals more rapidly and deepening our partnerships.

Thank you for the time prompt which stops me losing the will to live whilst they waffle on about things... He clearly has conviction but I do disagree about gold - increased mining investment is offset by deceasing reserve quality and less ROI to mine the same amount; one of the principles of the BTC halving I thought. Happy to have a balance between both as my portfolio hedge.

Computer generated nonsense

Thank you for the clarification Bman2. Will have another look at AFC though, sometimes closer to that transformational moment than we think!

Not environmental, but some time back on this board suggested a look at ´Brianchip’ (BRN) listed in Australia, neuromorphic AI chips - had an incredible run to >$1bil just based on some actual chips being tested though of course no actual sales!

Fascinating tech, very frustrating for 3 years and then boom!

Though I do have to accept their fundraising was much better handled/received.

Stumbler,

Well aware of PHE, have always thought this a much better investment, so I have been wrong in the short term at least. (Though 3/4 of my holding here bought below 0.2, so happy to wait).

Bman,

I’ll have a look at AFC again (having once looked some time ago and decided against).

GL
Gsp