Member Info for Jelenko

MRD
Don't forget Dr.David Kelly who supposedly committed suicide in some woods after the media revealed that he had doubts about Iraq's capability to launch WMD within 45mins. I think we all have a view on what happened really. What's more, the post mortem report will remain classified for 70 years!! until all those with a direct interest in the case are dead.
This man was formerly a weapons inspector for the United Nations in Iraq, if anyone new the truth, he did and it looks like he paid the price for being honest. If he wanted to kill himself why would he go to a remote wooded area and cut his wrist? He surely would have known easier methods. Trouble is he was about to contradict Bush and Blair and as we all know Bush was desperate to take out Iraq leadership because they gave his dad a bloody nose and they have oil, lots of it.
Off topic a bit but the way the US behave makes my blood boil.

No, the only thing to do is cut and say stuff you Trump, what are you going to do about it? Then cancel the military orders worth billions and buy from China/Russia. You don't pander to a bully, they only get worse if you do.

Saur,
Change the record please. I think PMO board are much closer to the situation than we are here. You do not sell a cash cow, which Catcher is. I would sell Zama at some point and buy MOL's interest in Catcher If I had the choice.
Tolmount is another Catcher and not too long to bring on stream.
Seal Lion is a massive project no doubt, but there is loads of oil there, a relative of mine used to work for BP and he told me that there is an amazing amount of oil in that area. They are plugging away with Sea Lion and I doubt it's out of vanity.

The good thing is that we are still "under the radar". Let's keep it that way for now. I'm not expecting the trial news until late March. Work expands etc........... Those in the know will be adding I suspect from mid Feb.

MRD,

150p...............Don't think so, nearer 350p!

Looks to me like we are not far away from a move back to middle 50's. It's in the charts, but I am not sure what the catalyst might be.

I think £0.80p is likely to arrive before the clinical trial results with £1+ on results. The FDA process this time round should be fairly slick since the FDA advised Angle to apply for MBC first and the trial is based around FDA requirements. With FDA approval and considering the Abbot factor we are looking at £3+ IMHO

They always use Calendar year! so it is Jan-March 2019

Refinery maintenance in USA has contributed to the recent inventory builds. Not long before they fall, and Iran sanctions kick in.This drop was manipulated to take advantage of the next move up!

I think you might be confusing debt with net debt. PMO only mention net debt, where all cash balances offset debt at that time. So debt minus cash = net debt. The cash does not have to pay down actual debt in order to reduce net debt of you get what I mean! So all the cash set aside for other things will still contribute towards reducing net debt.

I am expecting "Net Debt" to be circa $2.4b

I think something that we are overlooking is the late addition to the trial, the HER2 test using Abbot equipment.This will surely be part o f the FDA application and create a major partnership opportunity with Abbot.

It always rises towards the final dividend. It always will, this will be minimum 585 before divi in my view.

Mervyn King was alot worse than Mark Carney. I agree that he has no right to second guess the outcomes of a no deal brexit and should choose his words more carefully and keep them out of the public domain. He's probably pissed off for having to stay on another year.
At least he has kept interest rates low to date.
When Mervyn King used to speak the whole markets used to crash.
I can see this being around 590 come x div time.

It is strange, and not something I expected, I only compared them because I saw EXAS move and I know they are a company that the AGL board keep an eye on.

I have been looking at AGL's chart. Interestingly there is a correlation between our chart and that of EXAS on nazdaq. (12month chart)
I only spotted this because I keep tabs on them, They are valued at $8b and only have one product for spotting colorectal cancer. Lab based and gained FDA in 2014. If you overlay our charts you will see that we move after them generally but in the same direction. They popped last week and we have just bounced off our Fibonacci retracement of 48p. If we follow suit I think 70p is on the cards. Just my thoughts and not intended to influence anybodies investment decisions.

No, I can't remember exactly but I seem to recall it was Ovarian and mentioned in one of AN's presentations.

Seer, If Belgium win the world cup they will be the first team to do that with a "foreign" manager. The other three teams have managers who are native to the countries they manage. Odds stacked against Belgium, they were lucky to beat Japan. France will take them apart (Ithink)

malachi,

That has already happened in a previous trial. The person presented at a later date with symptoms. i have a feeling we will have another rise this week. Over 60p very soon I feel.

Low volumes keeping the sp. down today. My own view FWIW is that at some point in the next 4 weeks we are likely to see $82 brent and £1.45 sp