Member Info for HarriM

FSS contract

Looks like Jan for contract completion since the Nov RNS states planning permission for shipyard upgrade to be applied for within two months.

Results from EDR on the 8th - should include the upgrade at Wressle which can only be positive for EOG

Questions were well answered, clearly company doing well and selling the right product at the right time. and book expected revenues in. Share price shbould react accordingly

They look like buys, price to sell was 16.01 at the time

https://www.standard.co.uk/business/made-com-shares-soar-after-firm-reports-upturn-in-sales-b1029164.html

Significant revs are generated in the US-podcast downloads and advertising partners. An advantage given the pound slump against the dollar?

I think it's already reached the fraction of the investment.

You're clearly shorting this share as have come from nowhere to be less than helpful.

I can't see them not getting debt financing, since they have significant revenue and no debt. That's all that is required to get over the headwinds over the next year. Streamlined and with a Christmas boost, I think they should be okay.

Gas is a hot commodity, more so than oil. If the Kirkham Abbey is mainly gas, as the cpr next week tells us, this will be snapped up and developed by a major.

They have Trouva, cheaper smaller items popular over Christmas. They'll survive.

If there is a lot of gas, and movable, will be snapped up or developed

They're exploring all options apart from diluting. Funding from a partner, debt financing or sale. They don't ha e de t and financing over three to five years and being stream lined will help.

I think this is overall positive. Reducing staffing costs, they don't have debt so this will help. They probably can get reasonable debt financing over a term of three to five years. Selling, the other alternative, I agree think this will be snapped up. No dilution

https://www.google.com/amp/s/amp.theguardian.com/business/2021/nov/15/cineworld-revenues-covid-bond-dune-venom-ftse-250-uk

Sir Chris Evan's would never state 'hugely' encouraging, and give the large reduction in all cause mortality in Covid stated unless data are compelling. His credibility would otherwise be called to account. The drug has a very good safety profile and has already been administered to 1000+ diabetes individuals. Numbers will be tied into the commercial discussions, as will route to market.

Commercial discussions or funding. Sir Chris Evans is known for commericalising and doing so rapidly

Expect commercial terms to be sorted quickly

A strong trend towards reduced mortality in patients receiving AZD1656. This was noted in both mortality on treatment and all-cause mortality, which were lower in the AZD1656 group compared to the placebo group. The strong trend to improved mortality for patients on AZD1656 was observed on top of patients receiving other medication, including dexamethasone, as part of standard of care. C

Just going through the presentations, and results were positive ('promising') for part A of the trial. They started recruiting for B at that point, an additional 6 cohorts. Why would they have initiated this and have two presentations/ posters included relatively last minute (news, Aug 2nd) unless there is additional positive data from Keytruda + DDDD's bacterium. Looking forward to news preceding the 16th. It must RNS=worthy, they've stated this.