The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
New poster here. Have held Hemogenyx for a few years now and added more this week on the back of positive news. For me the primary reason for investing in HEMO is that they have a great pipeline of treatments that could each offer very positive benefits. I am especially interested in the CAR-T treatment for AML as there already CAR-T treatments in use for Acute Lymphoblastic Leukemia, Non Hodgkinsons Lymphoma, Follicular Lymphoma, Mantle Cell Lymphoma and Multiple Myloma. That is to say that in my view it suggests that the CAR-T trials that HEMO will be undertaking offer a greater prospect of being successful as the treatment mechanism has already been proven.
I noticed that 3I Infrastructure - Essentially an Investment Trust, issued a portfolio update today. The update for one of the companies in thier portfolio - Infinis - says ‘Plans to develop solar energy generation and battery storage are moving ahead in line with expectations.’ Nothing more specific than that at the moment but more exposure to battery storage on the way.
Not sure that is true Chips. Some people seem to have conveniently missed this statement
- The option to implement the expansion in stages substantially reduces Bushveld's upfront capital requirements and allows incremental production to be attained from each stage in order to generate additional cash flows, which can be leveraged for the next stage.
Hi Pdub. Great see another considered and reasoned post from you. Things at BMN look positive to me too. You are a great example of how genuine shareholders who are invested to see BMN grow and flourish should support the company. Onwards and upwards sir. Stay strong.
The European Union has announced a raft of climate change legislation aimed at pushing it towards its goal of becoming carbon neutral by 2050. Point 4 in the list below is something that we probably all know but good to see anyway.
Some of the key proposals include:
1. Tighter emission limits for cars, which are expected to effectively end new petrol and diesel vehicle sales by 2035
2. A tax on aviation fuel, and a 10-year tax holiday for low-carbon alternatives
3. A so-called carbon border tariff, which would require manufacturers from outside the EU to pay more for importing materials like steel and concrete
4. More ambitious targets for expanding renewable energy around the bloc
5. A requirement for countries to more quickly renovate buildings that are not deemed energy efficient
Hi Floyd. Interesting article. I noted this specifically: “A large number of renewable energy projects have slowed or even stopped in many places due to the unstable battery performance of lithium ion.“
Good to see that this is getting noticed. More opportunity for VRFBs it seems.
Would be good if supported by VRFBs
https://www.bbc.co.uk/news/world-europe-55931873
Hi Libero, good idea sir. Perhaps links mentioning the Dalian battery and the Saudi VRFB factory project:
https://newsonprojects.com/news/sabic-owned-nusaned-investment-to-build-huge-battery-factory-in-saudi-arabia
http://www.labnews.co.uk/article/2030898/go-with-the-flow-transition-to-vanadium-batteries-is-gathering-pace
Hi Getbusy, great to hear some positive news for a change! Hope it all goes well with your mum and the little addition to the family. My first grandchild arrived last week so can appreciate how you feel about that. I agree that November could be the start of the flow of good news for BMN. All the best.
Hi Faramog, I am a PI underwater at the moment but my confidence has not been shaken by the reduction in the SP. Those who understand what Fortune is building at BMN can see the strategy coming together and they are placing BMN front and centre of the Vanadium and VRFB take up in the near future. I still feel confident in my investment and have taken the opportunity to top up and reduce my SP average. Happy days!