Member Info for JDF7

Biggest returns will be IF we have good drill results and IF the market senses the BoD have the capability to deliver a good deal for the asset with a major miner

The Chairman wrote very confidently about the added value that would be derived from recent acquisitions and the continued performance of LIO's funds/teams ( which I should check with Morningstar). I'm trying to think through what I make of the still high PE, the volatility in the market, the dividend yield vs inflation levels and the relative sense of putting money in a S&P or pan-European tracker as opposed to LIO.

This BoD aren't the best or most profuse updaters. Maybe we'll get a smidgen of some trading stats but probably not. I'll set my mind to only expect some figures in June but, of course, I'd welcome a good news

NYT sees Microsoft's $70bn acquisition as a big push on the metaverse and a counter to FB actions. Let's see what it means to EXR who are amoeba among whales...

Quite a significant pull-back since early December. Anyone have ideas of what the market is thinking?

Radiagreen, the market knows a thing or two about the challenges and risks of phase 1, phase 2 and phase 3 trials and then about the multiple uncertainties around the authorisation processes of bodies like the FDA. Identifying a candidate drug for phase 1 trial doesn't mean it is a winner. If it gets to phase 2 trials and meets whatever end-points to prove clinical , statistically significant efficacy in a large trial group, then the market may start to look up ahead of phase 3 trials. That is a long way away but for those who have a high risk-appetite maybe putting down a large wad on this RNS feels okay. Each to their own.

mrmidget - thanks for sharing the link to the ONS antibody prevalence survey. Good to be aware and also to see the results looking at a higher antibody threshold level.

I'll be surprised if any drill results land in February. More likely in March. But being cautious I have set my mind not to expect any lab-verified results before end of April.

We are not even a flea on his old socks for him to see us as an opportunity to stop a train heading towards crushing him. Let us not put our hope in politicians, rather let us focus on evolving products, business engagements and landing contracts from more reliable sources ( who actually pay).

I wonder what percentage of times that the Buy/Sell algo calls it right for MILA? Three purchases with MILA over recent days and not one labelled correctly. Anyhow, there are much bigger issues to focus on!

I'm in but let us see what results we get from the drills...

We'll find out soon enough the direction and scale of any change. The darkness will give way to springtime, and hopefully to more evidence on performance by Easter.

Someone throwing in £118k at the bell?! Not a bad punt. Let us see where we are by Easter...

Does anyone have any robust/evidence-based scientific and commercial insights on the how easy or difficult it is to source and incorporate a better reacting antibody for the AVCT LFT?

https://www.theguardian.com/world/2022/jan/07/the-rise-of-lateral-flow-tests-are-these-heroes-of-the-pandemic-here-to-stay

EarlodAim - what data/evidence and source do you have on the inaccuracy levels of Chinese LFTs wrt to Omicron?
Government procurement moves very slowly. I don't share the optimism of some about the speed at which DHSC will issue new contracts ( compared to an uplift from existing suppliers). There are many hoops for officials and companies to jump through.

Can't see this hitting £4.20 let alone £4.80 in the near-term. Lots of near-term wider turbulence that just adds to the built-in resistance to hitting £4.20. But I'm not complaining as GLEN has been very kind to me. I see a broader market downturn coming possibly in the weeks ahead as well as political turbulence, so I'm out today with a nice sack for a buy back in weeks/months to come

Maybe Peel Hunt and other brokers need to revise ( again) their price targets for LIO?

Let's see if it holds today's gains at close. Good to see the company being proactive in it's outreach to both institutional and private investors.

The end of September RNS said "the coming months" with respect to concluding the different elements of the financing package . "The coming months" leave much ambiguity and wiggle room. Given the complexity of the deals and HZM's form in overshooting implied timelines, I have assumed there will be no RNS on finance completion before late January.