Member Info for JamYesterday

The positive spin about this new well funded family investment is that they are clearly taking the long view of SAVE's business potential in Nigeria mainly, getting in at rock bottom prices, and can see being the current financial strains on the b/s. It's a leap of faith for them, as it is for us PIs, but as they have greater access to what's going on at the coal face I am reassured by this strategic investment.

Will NIPCO be able to bring more pressure to bear down on the Nigerian government to sort out the receivables mess?

What's happened to SeisNav? Had enough?

As a LTH here, I've just added at 70p. Don't need the money right away and I reckon the management are a very safe and clued up team, working in one of the very best sweet spots for entrepreneurial O&G companies globally.

It's always possible, but discussion of interested farm out partners was totally absent in the latest presentation. I'm still wracking my brain to understand why it was recorded. No asset purchases. No definite Kertang rig drilling date....just a friendly chat discussing how great Malaysia was as a target jurisdiction for seascape.

Momentum being lost whilst there is a hiatus on farm out deals and confirmed rig date on Block 2A.

A 2026 story now.

Time for you to update your NPV calc now, then , Bonkers.

It has come up all the way from 3p in the last 2 months. That's not a bad run into news so far, with the main event to follow.

Reads like a full page ad saying, come and get us.

To be so specific in name dropping drug combinations, there has to be a licensing and/or JV deal agreed. More to come soon.

"The most unique"? What are the other unique ones then? LOL.

How can a turnip have an intellect?

Reading all this stuff about dual anti cancer payloads, why would any self respecting oncologist give their patients a single dose of Exatecan in the first place?

Sygmaa, I do hope you're not planning on driving tonight.

Not forgetting the input of Cameron Pearce, who I never think for one minute has a producer bone in him.

An interesting bit of game theory is rapidly approaching a real time case here soon.

Which BP will bite first? Will they get a "first customer discount" in the financial terms, to jump first?

Will a dual payload cleaveable PDC first lead to a scramble by others to license their anti-cancer compound on the Pre[CISION platform?

How many such licenses would AVACT be prepared to entertain, in the event of multiple offers of JV for individual compounds?

Or, worst case, will BP just sit on the sidelines some more, awaiting definitive P1B full data for AV6000?

BV, do you mean, only a small amount of FAP is needed to cleave a large number of Pre|vision substrates, rather than "only a small amount...can cleave.."?

Well I hope they're not far off the mark with that TP. I became a 7 figure investor early doors today with my top ups.

LOL. Sorry about that. I wanna go to the party but my shoes seem to be constantly stuck in the mud.

Relentless exercising.

76mn to go, eh?

Well in that case it's only going to be a trade sale that unlocks value here. The London micro market is dead.