Member Info for HaleSpur

Soup good investigation and I remember spotting that name and thinking nothing of it at the time. As in i though she was just general admin staff but there's obviously more to her.
I think those constant phone calls and emails from the shareholders directly to the CEO was getting out of hand. This is a good move and far more professional for a company to have someone else handling this and future business opportunities.

This adds to the world class team and you might see another Vectura link in there below.
https://nuformix.com/about-nuformix/advisory-board/

Goup if the Japan deal was dead Dan would have had to say so in the RNS. Discussions are ongoing but delayed by COVID due to the logistics of key personnel i.e. lockdown = less people in the offices, labs and work. Japan and the ROW is opening up for business although air travel is still limited.

I know the VistaGen website link has been posted a couple of times but no offence its exactly the same quotes/information in our RNS.

Even if they mention nothing on Eskom but say they are coming off AIM that would be positive boost. Jse listing means SA II's such as Investec (who have sponsored the mighty Spurs) can get involved.

https://twitter.com/BigBiteNow/status/1266034616223350785

Here Vauch, I'm sure BBN won't mind sharing for those who don't use twitter. Thank you for your detective work and sharing the analysis.

Difference in keeping the lights on and asking for investment to fast-track Mokopane/vanchem due to demand. Eskom tender could take out most of the current production.
Mines ramped up to 100% which should cover costs and if we have another V price spike, this could fund most expansion plans.

I think you should sell Munchbox just so we don't have to listen to your nonsense about fundraises.

A nice website and far more professional if you want to attract business. The smaller companies now will have more confidence picking up the phone and considering orders just from the website alone.
I assume the 3rd Generation battery is the Avalon based one, as the Eskom BESS will be using these if the tender is won. Testing another battery tells you that the Eskom partnership is getting closer to fruition and you would not do this for the sake of it. Keep holding and/or adding until the end of July folks otherwise you will be shortchanged at the current SP.
BBN's analysis on twitter suggests this could be announced around then, with NERSA concurrence due then. Exciting times and the tipping point is coming soon.

If we sell, it will lower the SP and Atrades will buy back in and pollute the board. That is a scenario I'd prefer to avoid Dan.

Atrades You can call yourself a mug all you like but don't come on here calling grown adult investors mugs. If I was a mug I wouldn't have held Avacta since 32p and you probably would have sold on the first dip. Patience of a 12 year old boy does not help any LTH and the Berkshire boys say only buy shares you are willing to hold for 10 years.
There was a couple of deals yesterday (Ebers & Vistagen) and there is expected pre-clinical trials on a nxp004 coming up. So he is delivering something, maybe nothing you like but Rome was not built in a day. NXP004 and Vistagen are extra notches to make the company more and more valuable for a future sale and many of us are willing to wait.

I think privately COVID will be talked about with partners but I am glad there is no mention of it in the RNS as it isn't fully known about.
The market for lung fibrosis will obviously increase with COVID so this make NXP002 more attractive to big pharmaceuticals. For us patient investors there is an increased likelihood of deal completion.

NXP004 - Suppose we should start getting news on this in the next month as it is a lab based study and less complex than living humans.
Any positive news on this and we are back to 7-8p's and this is far bigger than NXP001. I won't get carried away until the news confirms it and in a timely manner :)

''Completion of the pilot study has therefore been delayed. Initial data received is very promising and suggests NXP004 has a significantly superior anti-fibrotic action compared to currently approved therapies. The pilot study is expected to complete in the coming weeks and the Company will update shareholders once the resulting data has been considered.''

Call me a cynic but Munchbox you will be long gone before 23-24p.

13m volume that's more than the last 5 days combined, MM's are keeping busy and have 10% spread to slow things down.

Just catching up - many good points and all we need is more patience as the dirt is out in the open and nobody needs to second guess.

Think Soup called it early with the Chinese payments as the NSB parent company is in debt and NSB CEO has been fired. So most of us didn't expect anything there. Just best to find an agreement to cancel agreements and find another Chinese partner or just complete ROW agreement and ignore China.

Jay also kept reiterating likely delays due to COVID which is now all but confirmed. Japan are out of Lockdown now and things should pick up.

Agree with some that some of this information could have been said earlier as an update and IMO Ebers news could have been said in an earlier separate RNS if he wanted to help the SP.
All in all good news and China/COVID is not Dan's fault. This will need re-reading later but NXP004 sounds promising and can't complain having another blockbuster which I didn't invest for.
I've added in the 4's before and would do again if I had funds. All this means is that we won't get main news until later into the summer so hopefully the traders are gone today. GLA

Obviously this will be beneficial for the plants with regards to less disruption during load shedding and SA's outlook.
However won't this have no relevance to VRFB's in the short term or relevance to the Eskom BESS? I assume the 513MW storage is a long way down the line.
Correct me if I am wrong and I hope I am wrong.

Hopefully this is where the big shift to renewables and storage begins in SA!

Im with you Sanchez, I looked at ITM with similar valuation in 2018 and we should have followed the same trajectory to £1 mark if they are £2.60. Both looking to expand into the energy storage market while one is making serious money at the same time.
I take nothing away from ITM as a company just think BMN should be weighted equally taking all positives and negatives into account. I know Richken is invested and I am sure you will agree BMN should be following a similar rise with all those top notch RNS's this company had since the spike.

If anyone picks up any new gems from the interview or general sentiment let me know. Toddler care means It is hard to know when I get a free minute so did not register.

China V prices are the only free ones on this site.
$27.75
https://www.argusmedia.com/metals-platform/price/assessment/ferro-vanadium-80-v-fob-china-PA00144230000

Diamond lover what's stock markets worldwide?