Member Info for Iaintittle

no Scardy, it was performed on me by the operative.... though very straightforward

Abbott panbio antigen LFD. Anterior nasal. 5 revolutions round each nostril. Got home within 20 mins and registered the test barcode online and the negative result came through 10 seconds later by text, whether the result was ready before, can't say but definitely within 30 mins. Chatted to the nice girl leading her team about the limitations of PCR and how it is thought that the infectious period is relatively short and that LFD is the way forward ..... 'Use LFD to test, isolate those positive and check test with a PCR'. She thinks testing will be with us for a long time yet 'many years' and anticipates that the virus will continue to mutate. Wore my sky blue hoody, beginning to think that the outcome could have been different if I had worn a red top........?

Just so happens that I have dental treatment tmrw and live 10 mins from Manc airport....... am there now with my wife......

We have been told that Affimers are much cheaper to produce than Aptimers; are they 'made' or 'cultured'? Does anyone know how quickly and in how much volume they can be made? If we need around 5 drops per test that is 4,000 tests per litre which is 250 litres per million tests. Will we make our Affimers exclusively in the UK or can we licence for them to be made abroad?
I guess I am asking what the limiting factor is, production line, components or Affimer?
I would love to see Bojo's hand forced by a flood of international orders ..... the CE mark gives us clearance to sell in Europe, I can hear the phone call 'Sorry Boris, sold out, you can only have enough for your machines'

Had to do innova LFT at home this morning. Decided to experiment. Did one without any swabbing, one with saliva, one anterior nasel and one correctly ........... all negative you will be pleased to hear..... WTF ....... so an incorrectly done test is negative??????

Antelope..... one day soon it will be written about us. Their spod concentrate production is the equivalent of 12ktpa LCE but at an estimated equivalent of $7,000 ton LCE (based on $500 pt for concentrate). Add to that the 30ktpa online in 2025 totals 42ktpa LCE ..... I reckon we will be way higher than that.

IP.... how about it the producer said ‘If you guarantee me $14,000 a ton for hydroxide I will split any increase in market price above that 50/50?
These offtake supply deals need to be long term due to the nature of the chemicals involved. An e/v battery maker is relying on consistency of supply over the long term, this can’t be achieved by jumping from supplier to supplier so there has to be a pricing mechanism in place as well as a product quality guarantee (ours is through SMS)

https://cleantechnica.com/2021/04/25/ev-sales-forecasts-for-europe-tesla-more-cleantech-talk/

As posted by fingers earlier....... once again Rodney Hooper (an advisor to Geomet and EMH) talks of Cinovec being able to scale to 45-50 ktpa ...... I wish the company would comment on this.

Alex, ask yourself:
1/ Are Lithium prices going up or down.
2/ Is demand in Europe going up or down?
3/ Does it look as though the Infinity project in spain will be delayed because of objections?

The politics of funding this mine and the politics of offtakes from this mine are
complex, but everyone is aware that time is of the essence. Patience!!!!!

Little to excite on the commercial front? AS explained that the UK Govt, PHE and the dept Health have been slow to deal with so he went to Europe.... AS described demand to be strong and not of concern. Pressure now on Bojo who will neither want to find his headlines ‘brilliant UK scientists’ swapped for ‘Inept UK Govt’ nor find himself 10th in the order queue.

RIght, that’s the UK and Europe cracked. Now to get our reagents in the next generation innova test for the US and Chinese.......

I really don't see the point in having anything to do with drug production and marketing, let huge Pharma companies use their tried and tested networks to produce and sell drugs under licence from us. No point getting into competition, they can win market share way quicker.
A mate works for Roche on the cancer drug Avastin. I think it had global sales of US$8bn in 2019. It came off patent in the last year and is now losing market share to biosimilars. What would Roche have paid for a 'proAvastin' with a new 20 year patent?

Extract from Jaylarcs post yesterday;
'
We all know Avactas AVA6000 prodoxorubicin is about to start clinical trials and if the data received by end of 2021 is positive this will allow a further pipeline of pro chemo drugs.
If AVA6000 results in humans shows even 25% of what it has shown in animal models it will be a massive improvement on the standard chemo drugs.

Avacta have 3 further prodrugs ready to go immediately on successful data.

TAM
Duxorubicin $1 billion
Velcade $1.2 billion (2018)
Paclitaxel $3 billion
Oxaliplatin $0.9 billion

Total $6.1 billion and thats a small part of a $50 billion chemo drug market that we could eventually target.

As these are generic and either off patent or about to come off patent, they are reasonably cheap (Duxorubican I think is $17 a pop),a pro drug version of these could easily be sold for double and still be a cheap treatment. Who in their right mind would want to save a $17 on a less efficent chemo drug? Nobody the whole market would be for the pro version.
Also the pro drugs will take the complete market share from the standard drug.

$6.1 billion x Double the cost = $12.2 billion

As well as this the amount of pro chemo drug safely taken can easily be doubled or tripled, lets say double.

$12.2 bllion x twice as much product sales = $24.4 billion

Again the pro drug can be taken by lots more patients that otherwise could not due to health issues such as a weak heart etc. Say a 25% increase in patient numbers.

$24.4 biliion +25% amount of patients= $30.5 bilion

There are a lot of unscrupulous charcacters on this BB that would try to make you believe that revenues from PreCision will be many years away.

Well we heard from the horses mouth in todays interview that we will have data on prodoxorubican by end 2021 and if successful that will enable our other 3 prochemo drugs to move immediately into trials.

AS also said that due to duxirubican being a well known and understood drug means AVA6000 will be ready to go after phase 2 trials, phase 3 is not needed, phase 2 will be "pivotal" and give "market approval".

Ignoring the Covid opportunities, all the other diagnostics, the many collaborations, joint venture, TMAC and god knows whatever else pops up along the way, you can see why AS mentions us in same breath as Abbott, Roche etc.'

Imagine the revenue from licencing our 'pro' version of these drugs to their originators?
They have an established market which can be extended as stated above and they get a new 20 year patent to go with it....... and our cash register goes ch..ching.

Without ‘wishful thinking’ it is pretty pointless owning EMH shares....... maybe another 60p upside max. But for those attributing ‘hope value’ to the possibility of $14,000 a ton hydroxide contracts and 50,000 ktpa or a bigger scaling then maybe those people are ‘hoping’ for £3-4 when we get a confirmed off take and upscaled production.
Hope!!!!!!

Sorry, personal tech inadequacies......
European Manganese (EMN) May well be a significant player in the European Battery space especially after VW announced their intention to head towards a high Manganese content Battery. EMN are a Czech based company intending to extract their resource from Mn rich tailings
that remain from historic mining .......
THEY ARE NOT CONNECTED TO EMH.

Thanks for your helpful comments about European Manganese (EMN) today Arnaud..... a very relevant

What I fear is a pincer movement with a Nothvolt/VW/EU/Germany demanding a sizeable offtake on beneficial terms (industrial, financial, political, technical clout) whilst we have CEZ/EU/Czech R/VW Skoda doing the same but on a nationalistic basis ........ almost a repeat of Babis’s first objections ..... akin to ‘this is Czech Lithium that the Australians are trying to steal. We need this Lithium to build for the benefit of Czech workers and the nation.’
It concerned me that the VW Power Day showed a total arrogance towards raw materials. Diess spouting on about his cell design and charging structure and how many gigafactories he is going to build.... (as Robert Friedland says ‘What do you call a Gigafactory with no raw materials? A Gigabuilding.)...... does he think we will just agree to his demands? Or do you think the EU/Germany/Czech R politicians have said that they can pressurise us into a great deal?

Roger Hargreaves did someone say..... Mr Speculator??!!??

I have looked through your recent posting history, can't find it but would love to hear what Joe Lowry has to say, any chance you could re-post it?

Valid point...... but if we had progressed at that time I doubt that we would have been any bigger than a 25 ktpa project and we would have been negotiating long term contract for supply when the market was in a surplus and carbonate prices were $6,500. Some would argue that we would have had to find a partner anyway in order to raise the money and even then would have suffered huge dilution.
I really believe, whether we have just been fortunate or not, that this will be bigger than before, cheaper to fund than before, less dilutative than before, more lucrative (sales price) than before..... who could have predicted Covid and its effects on:
1/ Sino European relationships?
2/ The pace and funding of the electric revolution.
3/ The new European nationalism.

We are where we are, and I for one think it is a better place than it would otherwise have been. That said, I still don’t trust Babis. I just don’t believe that he can do anything now that this mine is so central to many other things in Europe.