Member Info for investmentman1

Duncan Soukop has his hands full sorting this one out!

It really does feel like we are on the cusp here. Cizzle Bio has really ramped up its PR Machine.

Very active on social media and attending numerous events.

Must be close? Is this what they call the pre-launch phase?

It's wild to think here newsflow could drop at any time, whether it is a new contract, money landing or an operational update, that could make this move up to the next level!

I have been comparing Cizzle PLC to Oxford Biodynamics PLC; they are very similar companies, but are run completely differently and have completely different go-to-market strategies.

Cizzle PLC has a similar product to OBD a lung cancer test that is 95% (like us 94% with a PSE Test) accurate from a simple blood test, it is just about to go live in the USA and achieve first sales via its distributor/partner with a company called Cizzle Bio.

Both have an extremely supportive shareholder/investor, the Lang Family/Diggle Family.

Cizzle is run very lean and has applied the distributor/partnership model with cash payments upfront and royalties

Should OBD use this model instead, and be stripped back to basics, and go down this distributor/partner model?

I asked Grok what a fair valuation of Thruvision PLC's equity is.

"I estimate Thruvision Group plc’s (THRU.L) fair equity market value at approximately £10–12 million (roughly 2.2–2.7p per share), versus its current market capitalization of about £3.8 million (0.85p/share)."

Interesting, we should get a rerate if they carry on getting sales? Maybe even attract a suitor?

Has there been any update on the litigation between Kamran Sattar and Touchstone over the failed placing? Any idea how much he is suing the company for?

How did OBD not get this!!!

https://www.investegate.co.uk/announcement/rns/edx-medical-group-plc--edx/scottish-prostate-cancer-initiative/9490321

Has anybody heard from the company on why OBD didn't get this awarded?

Not to sure if this has already been posted.

"A one-third complete gas pipeline expected to be a major supply of gas-to-power feedstock is to be held to its target completion date, Dodoma has demanded."

https://www.africa-energy.com/news-centre/article/tanzania-government-calls-gas-pipeline-construction-haste

Normally, when you put in a turnaround specialist like Ross, they have a 90-day plan. There hasn't been much progress, just the company running out of cash.

What is the monthly cash burn?

OBD looks interesting since Grail's failed test with the NHS. Hopefully, this has created a void for diagnostic tests.

With Grail's NHS failure, this has left a big gap in the diagnostics market in the UK, hopefully an opening for Cizzle to get into?

Thruvision mentioned in the UK Investor Magazine

https://ukinvestormagazine.co.uk/thruvision-lands-orlando-airport-contract-as-us-aviation-momentum-builds/?mc_cid=adef6e3890&mc_eid=6bdc49a68d

Orlando takes the total number of US airports using Thruvision’s kit to five. - Seems like a market Thruvison could get into quickly and dominate?

https://www.headforpoints.com/2020/09/16/government-bans-duty-free-sale-of-electronics-and-clothing-under-new-rules/

Can't believe the government is doing this when airports on their knees! Boris! get a grip.

Only 62% of Cameroonians have acess to electricity.

Yea they need Gas to Power

https://www.journalducameroun.com/62-des-camerounais-ont-acces-a-lelectricite-banque-mondiale/

Still, a power shortage and viable option is VOG's gas.

http://www.cameroonvoice.com/news/article-news-36276.html

It's in Foo's interest to get the Eneo contract back online & sell more gas = He makes more from his royalty.
Still, a massive power shortage in Cameroon and we are in/entering the dry season now.
ENEO needs Power.....
Time to hold nerve!

I have just seen these two news articles;

This one is a paid article: https://www.txfnews.com/Tracker/Details/d442f79e-558d-4adc-8b05-d75b760c12bd/Nachtigal-project-debt-to-sign

The headline says: Eneo has had its concession extended to 2031 which mitigates ... is the number one priority identified under Cameroon's National Electricity ...

and

Cameroon: Government signs all “project contracts” for Nachtigal dam (420 MW)

https://www.businessincameroon.com/electricity/0911-8554-cameroon-government-signs-all-project-contracts-for-nachtigal-dam-420-mw

This is great news as the reason ENEO did not extend its agreement with VOG is they wanted the 10-year concession with the government extended, the Nachtigal dam has been signed, I wonder if the next deal ENEO sign is VOG's gas to power contract?

Peter Gyllenhammar 3.11% Interesting chap. http://www.iii.co.uk/news-opinion/richard-beddard/peter-gyllenhammar-story Has a third party joined the battle? Thoughts please?

David Hall & Co simply want to raid stratex for its cash and blow it on greenfield exploration in Thani Stratex which don't even have a JORC compliant resource. http://www.proactiveinvestors.co.uk/companies/stocktube/8129/stratex-international-s-marcus-englebrecht-to-vigorously-defend-crusader-merger-8129.html Englebrecht must have people in the city backing him, nobody would attempt this on a whim! Odds are its Blackrock and Orion who are probably keen on this as they specialise in mine financing. So thats (13.62%) (I have no idea who G.P Jersey is???, seems like this vote will come down to the small holders) http://www.orionminefinance.com/transactions.html How long have we been hearing of an IPO happening on Thani Stratex? Too long! Hall is obviously Struggling... The investment world don't want to back exploration plays at the moment, we are at the wrong point in the mining cycle. Either way dilution will happen at some point! Ask your self; dilution to get a 2.4moz mine up and running in Brazil, or dilution to keep drilling in some hole in Africa. I for one believe this is the right decision to make and I am "For" the merger. Last thing we want to be is another exploration company on the Aim market.

If Bahar were so trusted, why were they not putting cash in our bank account? Sadly in this situation they had us over a barrel and they know that they were in the wrong and strong armed us, so they could steal this asset off us cheap. Who else would buy our 45% share knowing that they operator was not paying ball. Englebrecht has got a good track record and has made money for shareholders, look at what he did at Archipelago Resources plc Where he took the company from construction to production. With a turnover of US$200m and annualised gold production of 150 koz. The general meeting will be interesting to attend,I wonder what the other guys are thinking Blackrock, Orion Trust, GP Jersey, Antofagsta. I hope they all have representatives present.

Altintepe was flogged because the Turks couldn't be trusted and were holding back payments, so instead of a costly legal pursuit in a kangaroo court in Istanbul the decision was made to sell up. If the rebels had a clear alternative to the Crusader deal, such as sell off of the assets and return cash to shareholders, they would win hands down. However its plain to see they want to grab the cash for Thani... a pure exploration play without a JORC compliant resource. (A lifestyle company for David Hall) Agreed it is annoying how Englebrecht has not bought any shares.