Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Thanks Ruck,
Must admit can never recall you personally as being directly involved as Kashdog indicated but was trying to recollect the detail from the post but again apologies if I recalled anything incorrectly.
You have always stood up imo without prejudice to respond to a wide variety of posters and that is something to be admired rather than a selective approach.
Evening C7,
Like you I don’t like to see any posts removed unless posted purely for the purpose of toxic personal abuse so it remains a mystery as to who reported it to admin and without taking down the whole thread.
I don’t know why you single out me for comment and when I say I did not see any post it is usually because it was done before 2015 when I first invested here but I did scan through the Kashdog one this morning as many others must have done but find it is usually much better to wait a while for a more considered overall view,especially when I am trying to digest RNSs and opening price action,together with having breakfast,sorting pets out as well as other stuff.
I normally find posting between 7-9 unless a quiet day or a simple post is simply too distracting and unproductive.
Kashdog post contained a few threads and I like to make a considered response to many of the points made by him
For eg he commented about the amount of time being devoted to discussing the number of likes on an advert and its significance well I must admit I am with Kashdog on that one.
He also highlighted the input of Burble and Bermuda which again I endorse.
He did highlight that AB and RR had highlighted some discrepancies in some of your posts and presume that is what offended you the most but I really don’t pay any attention to such matters and consider private matters should in general be kept of BBs but that is only because I have no interest whatsoever on what is happening in other anonymous peoples lives apart from wishing them generally well and a bit of light relief.
He also talked about buying a boat in the US so again that was of no interest to me.
I also noticed that separately TF not only condemned Kashdog for his post but also called out Ratty “RW - It seems, whatever happens, you post oddly unpleasant personal vibes” again judging by the number of recs the silent majority support was clear.
I did not respond to the Ratty one earlier ” but did post on the other site that I one of the “ doomies” thought the whole LD news very positive.
We simply want balanced debate and once individuals are highlighted then any BB is likely to become volatile.
So yes I condemn any personal toxic attacks on anyone by anyone ( and yes I am guilty of making them on occasion towards one specific individual but he is an exception), but I do feel that none of us can afford to be too sensitive as we are all going to be subject to criticism for our views.
Anyway ATB
Thanks Burble for providing a much more detailed explanation regarding specifically the AZN ChAd vector viral Vaccine ,whereas my comments were addressing the much more general point raised by DE regarding boosters of different platforms.
However, the blood clot issue and restrictions re certain age groups does not seem to be a contributory factor in not being used a booster which I indicated and you clarified.
There is no specific scientific reasoning about using a particular platform as a booster as compared to another.
All about safety and efficacy and I think the AZN Vaccine has been questioned due to blood clot issue abd restrictions on certain age groups.
Yep Saint opinions will always be split on these posters with big followings but at least Myles always posted really comprehensive research to back up his views.
One thing all 3 quoted Company s have in common is they have all had game changing capital raises and when you have that in bio pharma like here it really gives you confidence to buy around that level as puts a floor under price,removes any need for further raises for a very long time and of course if you get the endorsement of great funds like RM that us great for confidence.
Cheers Saint,
May be it just appears that way as both 3 Month charts exhibit similarities but fluctuating in a range of 97-130 rather than 12-15p may give impression of being more reactive to news.My main point is that one respected guy like Myles can really help publicise a share when it went from 15-200p albeit being helped by the Covid bubble.
Have not been in for a couple of years but again presume there is a large TG group which may be pretty active.
Agree Burble but would add one additional point.
Whilst we all want avoid being “ ramped” by some well known individuals and I want to be clear I am not talking about anyone on LSE or ADVFN but certain people who frequent other SM channels who pick upon usually not very good shares( which again is completely the opposite to here) and have lots of followers so you get the spike and immediate fall back.
However there are also a number of respected commentators who also have a large number of followers who can influence the SP in a much more positive way and often they may be involved in retail favourites like AVCT and likes of Myles McNulty if still in it.
I am only aware of one of these type of guys involved in SCLP but again don’t frequent the BBs and tend to only promote if news which they have done in past.
Only my thoughts but most of influence on any AIM stocks does not correlate with BB posts.
Hi Ruck,
As others have said the SP reaction is purely down to this is not a retail favourite like AVCT and as such does not get the same level of exposure and noise.
It is one of the vagaries of AIM that no matter how good the fundamentals then “ sentiment” which often manifests itself outside of BBs is often much more important in moving the SP.
If the science/ data is clearly monetised then that wider sentiment is easily attracted and if you recall the really big rises here were on the initial mention of a Covid Vax at a time when anything Covid tekated was getting huge attention and the w/ end with great coverage in Press/Sky etc which does cast a much wider influence.
Personally I pad am not worried about it being a competitor but is a retail favourite so does attract a lot of interest.
The beauty here is the number of platforms and multiple shots at goal.The potential of all the platforms whether Affimers (AVCT), Aptamers and many other approaches by many Companys remains just that potential until they are monetised or Approved and that is the same throughout they will fail or succeed by data.
Morning WTP,
I am sure the messaging on the RNSs is not to keep this under the radar but simply a historical SCLP tendency like many bio pharma who have scientists scripting them to be conservative, factual and maybe understated.
What I find most useful in these RNSs is to read the comments of LD who in fairness usually accompany’s them with a comment and watch what language she uses.
Although there is much more work to be done in this trial and news to come including the more important potentially transformational bits,the RNS imo was significant in that it confirmed there were no safety issues with the first use of Modi 1 in humans even if very low numbers.
Given the trials and tribulations of KD getting this into the clinic I think her words reflected the relief as much as anything.
It may have been “ expected” by sone based on pre clinical work but I would not underestimate that this was not guaranteed to transfer into humans and of course any bad news re the safety would have been a major negative so let us just be pleased they have delivered whether the wider market see this or not.
Morning,
Yep depending who announced partner may or may not be will be a major determinant factor of how successful Covidity will be in terms of promotion and communication and of course pricing across the globe.
All SCLP can do is produce stellar results and the scientific logic fully supports this possibility and of course will gain tremendously for any pharma deal.
As you say Bob having excellent pre clinical results is of real benefit but you can never be sure of how they translate into humans.
The fact that they have produced the initial proof that there are no safety issues in humans is a big milestone and yes we need more data but this is excellent and should be a good inflection point.
Hi Rick,
Maybe they are struggling to produce a “ universal Vaccine” but it is just a different approach so just adding valencies in a very efficient way can be very effective in combatting Covid.
It is all about finding your edge or niche big or small in any market and there will be many different approaches and we all look forward to coming news about Covidity.
Hi Ruck,it is really good news as mankind needs all the options vs Covid it can muster.
One of the beauty’s of mRNA is the relatively quick and easy way to add valencies to counter newer variants like Omicron.
They will already be tying up huge Govt contracts and the arrival in due course of Pfizer/ Bion Tech will do the same.
At the same time many people are working on a universal Covid Vaccine and again this would be a real breakthrough.
Will be great to get an update from SCLP as they will need great data,then news of a good partnership deal in order to be truly confident if them being able to move this forward.
Afternoon CW,
Some really good links and totally understand why the logic of a potential partnership between Bion Tech and SCLP but their are extremely big strategic considerations that will weigh very heavy in the equation.
Sales of the mRNA Vaccine is likely to total $70bn in 2921 and 2022 plus then add in all the extra mRNA Covid variants plus the potential Flu and RSV Vaccines that Pfizer currently has in development.
There are collaborations and partnerships throughout pharma for very good reasons but signing a deal with SCLP based on a phase 1 trial with limited numbers for a Universal Covid Vax when themselves and Pfizer see mRNA as their flagship Vax platform moving forward risks that current partnership if they do a deal with SCLP so I personally just can’t see it happening when so much is at stake for Bion Tech in their current Pfizer deal.
Hi TF- yes thanks to Cleanerworld for posting the manu link but it does specify the whole plant is based around mRNA and that is where Bion Tech see their future in developing the platform for other infectious diseases and wider applications like oncology.
Looking at the timings of Approval 3/1/20 and first Vax production Feb 21 after purchasing site from Novartis in September 20 I think a lot of initial,plan was to use Pfizer Belgium facilities and then add capacity which Bion Tech have done.
But the mRNA is Bion Tech lead programme so unlikely to want to switch focus to a DNA platform imo.
Even though DNA is a relatively easy and cheap Vax to manu finding suitable facilities will be an issue as many are committed to Covid/Flu/RSV etc but until we have p1 results then will have to wait and see but agree with Bermuda any partner likely to be someone who needs a Covid Vax rather than Bion Tech who already has the market leader.
But if results are stellar then that opens up the field.