Ryan Mee, CEO of Fulcrum Metals, reviews FY23 and progress on the Gold Tailings Hub in Canada. Watch the video here.
Anything new in the company presentation? Didnt find anything and no explenation. Even the capital need is not so pointed out, like in the RNS yesterday. Hopefully the will release more news and details ...
12mln cash and 15mln debt. So where do you see the value, when you have problems to get Iclaprim approved? And till you can apporve you need propably another safety study and more money?? Im shocked as well....
What are you doing, if in 3 weeks somebody maks an takeoverbid at 2GBP? PETCH??? So you lost the 007??
This not waiting for P3 results, its only the approval. The P3 showed all what FDA did want to see. I hope we get a bullish approval and in a few weeks a good partnership. I think there is room for Motif to increase the price for treatment and got the impression they are negotiating with Partners since months. They just want to see the wording of the approval. I did increase the last days my position, as i belive the stock is undervalued. GL A
Rabito, thanks very much!!!! thats a strong sign!!!
Yesterday we had the discussion Invesco increased to 26%. Is this correct? Thanks in advance for your answers. I have no doubt, the approval will come.
Doubt that... if you are selling that constant, you know the reason. I never had such an experience. Really wonder what they announce.
it depends on the News. As I expect no partnership announcement, would agree with you on no big spike and a sell off...
Me as well, but it may take a few weeks, till the partner has reviewed the whol details in the approval...
Im expecting a partnership, few weeks after approval, with a frontup of 30-50mln plus announcement to start HABP soon...
fund managers were net buyers, the last months. Some increased from 5.1 to 10%, that is telling me a lot. Could it be, that the high vol. over the yearend and after, was due to hedging activitiy for warrants or AMP etc?? Im sure we will see a good uplift during 2019. Belive in GL and hope for a good partnerdeal. The stock trades that low, because you can argue both ways.
Why?
I hope and am sure, they will say on the day of approval, how their further plans are. They could say, we are in advanced negotiations etc.. that would help a lot.
Thank you Ivy!!!!!
Hi Ivy, a commercialisation via a contract sales Organisation wouldn`t be that positiv or? That would mean, we have to finance the capital need nearly on our own? I know, this was only mentioned in a report and may be wrong, but what are your thoughts??
How many treatments never reached their salestargets. We will get an indication, with the partnership strong or weak.
HI Ian, appreciate all your insides and arguments as well as from all others, esp. Ivy, Sheltie, rebarm etc. Lets all hope we get to over 1 GBP. If Iclaprim gets approved and GL finds a good partner, i will keep at least half of my position for many years. But in case we dont get any good partner, I am 100% out.
The stock trades at the moment very strong and there is definetly something going on.
Arpida failed and GL got Iclaprim cheap.What did motif invest sofar? 80mln?? Do you think the buyer or partner doesnt know that? I think you are far to bullish. Probably Iam too bearish. I think they can reach 20mln sales in 2019 and 70mln in 2020, if they find a partner!!! My guess, they find one and the next question will be, does he pay front up?? Motif needs at least 15mln this year and if they start HABP it could go up to 40-50mln?? Forget about this super high multiples the market paid in the past. I think if we reach a marketcap of 200-250mln we are fine for the moment. That doesnt mean, thats the end, but till we reach 500mln, I think it takes a few more years. Dont get me wrong, Im a shareholder and bullish, but not that bullish short term as you are. Might be too bearish??
you should not forgett how low our competitors are still priced. Would be happy, if we can reach 60p with a good partnerdeal.