Member Info for Investor81

Out tomorrow now.

https://www.independent.co.uk/life-style/gadgets-and-tech/news/electric-car-battery-explosion-china-charge-vehicle-a9223291.html

IMM now has a higher market cap than NFX? From recollection we are getting milestone payments and royalties of 20% off Ebers.

Hopefully the next piece of commercial news will send this rocketing!

Some interesting info on management team and board including contacts and who they have dealt with previously.

Group no positives in the RNS? Given you are invested here you are constantly talking down the company and RNS.

Sorry numbering went wrong.

Yes delays happen and news can drop at anytime.

In summary theres lots of positives but like with any other investment be it a car, house, shares, antiques prices can go up and down.

Future news events?:

1. From negotiations in Asia for NXP002.

2. From two promising programmes, including a new breakthrough addition to the pipeline NXP004. 

3. From on-going discussions with multiple potential development partners in Asia and the US. (NXP002)

4. Ebers update.

5. IP and patents update.

7. Chinese working relationship update.

Yes Bgasensio.

Lots of positives to look forward too. An update or deal on many fronts can drop at anytime.

1. Tactical placing will allow the Group to strengthen its overall position during negotiations in Asia for NXP002. Is there a bigger end game here? See point 5 which suggests income from Ebers supporting operating costs.

2. Accelerate progress within two promising programmes following recent research results, including a new breakthrough addition to the pipeline NXP004.

3. NXP002 - on-going discussions with multiple potential development partners in Asia and the US. Links to point 1.

4. Ebers - programme remains on track. Ebers has connections to major vertically integrated US cannabinoid players. Sounds positive.

5. Income from Ebers-related activities continues to support Nuformix's low operating costs.

6. Ebers has recently raised an undisclosed sum to support the development of products emerging from this collaboration which are at an early stage whilst Nuformix and Ebers focus on securing further IP. Anyone know how much and from who Ebers have raised? This could be interesting!

7. NXP001- received written confirmation of Newsummit Biopharma's intention to pay the amounts owed as part of ongoing discussions to extend its working relationship with the Group. Seems like the payment is being built in to some new working relationship - thoughts?

8. Novum Securities Limited are appointed as broker to the Group.

Lots of things going on - feel free to correct me if I have made any errors.

£2.3bn market cap

Whilst the current options have been granted at 2.9p the outstanding options from previous years are at an average of 10p (based on annual financial statements). So hopefully this still incentivises the directors and employees!

All the trolls and derampers adamant fall in share price was linked to V prices falling. Well the share price hasn't correlated the rise in the last few days!

If you do a fill or kill for 20,000 shares they will have to fulfil or up the price?

Dan you say you are stating facts? Where is your evidence that you call whatever your stating facts?

What do holders think of the below?

Kissei

Interesting read? See under heading description. 

https://patents.patsnap.com/v/US10150729-tranilast-compositions-and-cocrystals.html

'Tranilast is currently marketed in Japan and South Korea by Kissei Pharmaceutical Co. Ltd under the Rizaben® brand name.'

DansTheMan working hard to get a lower entry. Calls others rampers but then acting as a deramper?!

Targeting exposure to 5 tier 1 orebodies and mention significant progress with SOLG getting a mention.

'Material topic 3: Growing our business
16
FY19 Outcomes
We are growing Newcrest in line with our aspiration to have exposure to five Tier 1
orebodies by the end of 2020.
In FY19 we made significant progress through organic growth, greenfield exploration,
early entry business with explorers, and acquisition and mergers.
• We entered an agreement to acquire 70% of Red Chris in
Canada in a joint venture with Imperial Metals.
• We announced a farm-in agreement with Greatland Gold in
Western Australia in relation to the Havieron tenement.
• We have equity investments in Lundin Gold and Solgold in
Ecuador, and with Azucar Minerals, Mexico, and five early stage
farm-in projects in the Maricunga Belt in Argentina and Chile.
• We targeted advanced greenfield opportunities and built on
existing positions in British Columbia (Canada),
Paterson Province (Australia), Miracunga Belt (Chile),
Northern Andes (Ecuador) and Tanami (Australia).'

Targeting exposure to 5 tier 1 orebodies and mention significant progress with GGP and HAV getting a mention.

'FY19 Outcomes
We are growing Newcrest in line with our aspiration to have exposure to five Tier 1
orebodies by the end of 2020.
In FY19 we made significant progress through organic growth, greenfield exploration,
early entry business with explorers, and acquisition and mergers.
• We entered an agreement to acquire 70% of Red Chris in
Canada in a joint venture with Imperial Metals.
• We announced a farm-in agreement with Greatland Gold in
Western Australia in relation to the Havieron tenement.
• We have equity investments in Lundin Gold and Solgold in
Ecuador, and with Azucar Minerals, Mexico, and five early stage
farm-in projects in the Maricunga Belt in Argentina and Chile.
• We targeted advanced greenfield opportunities and built on
existing positions in British Columbia (Canada),
Paterson Province (Australia), Miracunga Belt (Chile),
Northern Andes (Ecuador) and Tanami (Australia).'