Member Info for JRDC

Who is selling though? Imo £4 under values GGP, even if every penny in the bank will be spent on Haveiron. POG has been particularly strong over the last month, SD preempted any possibile fall in grades, FS will be released this year and if a gold mine isnt feasible with record gold prices, it never will be, so short of a nuclear war I'm not sure what the market is afraid of.

I'm quite happy with my gold being physically held several hundred metres underground in the middle of nowhere waiting to dug. Saves on insurance costs for a start.

I've been thankful of the recent dip, I robbed some wannabe trader of their shares at £2.60 and increased my holding by 20%.

£1.50 or so to go until we match the SP this time last year, when we had idea if the treatment was actually safe or effective.

Must admit, wasn't expecting to see £4 before Xmas so this rise is fantastic, yet it's still massively undervalued. Just came back from lunch, if I knew SP had shot up 75% I might have had pudding.

Well done for putting your money where your mouth is, and it's a great confidence boost knowing this group of investers will support the company over the next few placings.

I would like vlad to come out and say what his plan is for funding longer term, what data pharma will require for a JV or investment over several stages to see this to phase 2/3, is he happy to give up majority interest if it means our treatment can be used clinically, even with EUA, by the end of the decade or sooner.

Stu, I think you'll agree, there are lots of discovered drugs out there that would almost certainly give a complete response in many disease setting, drugs far more powerful than current chemo, ADC, immunotherapy etc, but at the health of the patient, and in many cases will kill them or destroy heart and other tissue. That's why the best drug isn't necessarily the strongest or most effective, it's the one that works sufficiently well without life limiting or life affecting side effects, especially if the best therapy for the disease at the moment is hope and prayers. Car-t has passed the first hurdle, even worst case and theres only a minor 3-6 month life extension, with minor side effects, it'll be at the forefront of therapy in this particular disease. We'll find out within next 6 - 12 months if this has been achieved, but from the small detail released so far, it's very promising, and from there we'll be able to get some non dilutive funding in place. We're way too early to go demanding £20m+ in funding to expand cohorts.

Aldebaron must have been on the sauce, maybe he meant 800bn yen.

Anyway, back to the original question, what is the expected lifetime of our patients if they weren't given our therapy, can't remember if this was detailed anywhere. If its under 6 months, which I'd suspect it would be if this is their last hope, then this is excellent news for patients, especially if dose will increase and potentially be curative. We just need more data, I think we need just 9-12 patients with a clean safety profile for greater confidence, especially if we get CR in just 3 of them, would be game changing, and then we'll really be on the radar of mid-large Pharma. Exciting times ahead

The only reason Avacta is brought up on here is because it's a good yard stick to see how far along we are, how trials can change over time in relation to the data - especially on the rare occasion it performs even better than on animal models, will help temper expectations and avoid a lot of the anger directed at vlad or those posters who have been in this position 2 or 3 years ago, and what is required by big pharma for a deal. Both also examples of poor financial decisions by management. I'm down roughly 50% in both investments, but I've no intention of selling, and will be adding more as soon as long term finance is sorted, which will be well before 'last orders at the bar'

A deal now will be on awful terms, practically giving the asset away, I want to see £10+ in next few years. Look at likes of Avacta and scancell, having to be extremely patient, many years in to their trials, because they know what they have. Avacta unlikely to need to raise again as near 5 years of data has given them confidence, so imo a deal likely within next 6-12 months. I don't think we'll need to wait 4 years, maybe 18-24 months depending on how quick we can treat patients

If vlads going to do another raise, which he almost certainly will need to, around now might be a good time, maybe see if we spike to 180, I think it's crucial we keep raises above 150 for the next year or so if he's planning on smaller quartley ones.

Exciting times though, a couple of years from now we'll be in a much better place data wise and can approach big pharma with confidence for the best deal.

0.5 to go and I'm back even.

Maybe in 3-5 years

Vlad is probably on holiday right now in Mablethorpe for a few weeks, he'll be part way through a beer later and think "oh f###, I forgot to dose P3 before I left!", and ring up Karen the cleaner in a panic, as she's only member of staff left, to see if she knows how to inject someone.

Just chill, things will start moving again in September.

I think the biggest 'risk', for want of a better word, is if putin signs a ceasefire on Friday.

Yes, we have protection against a drop in price of gold, but the markets / algos will punish regardless. Even a small drop in gold could be a drastic drop in SP. No, it wont make any difference to my belief this share has one of the best 'low risk, high reward' potentials of any stock right now

I just see it as a huge buying opportunity, gold could drop 25% and we'd still be making way more than what justifies our current mcap.

Partly why I don't care what the trolls say, they're just giving me DFS sale prices and I hadn't finished loading up when it went to 17p in old money.

Holy hell, stopped keeping an eye on this one as had wrote it off years ago. My avr is £0.0653 so there's a chance I might actually get my money back!

Maybe there's still hope for the rest of my portfolio too

Trump moving two nuclear subs in to position near Russia. Not sure if he means powered or armed. Has Cuban missile crisis vibes about it as moves like this haven't been announced publicly for over 50 years. Either him or Putin will need to back down at some point, until then, gold will keep going up

Cool, bye then.

Micky - yes we saw it coming, I said there will be at least another 2 or 3 placings which is fine by me if it means vlad gets some data sufficient to get some proper funding in a year or so. Glad to see he has learned to raise on a spike. Even if these investors are a group of degenerate gamblers, it helped avoid a need for a CLN for a bit longer.

Im still confident we'll be multiples of the current SP in a couple of years

I'm with Victor, I want to hear Trevor the handyman and Karen the cleaner give their expert analysis of the drill grades instead of SD. Will show we have more squad depth than Ar$enal

Only thing that will propel this is a JV, I think two patients with no data read out is far too early for a licence deal with terms beneficial to hemo. I dont see vlad giving up control of the asset on the cheap. Given the staff cut backs, would make most sense to sell off CBR and CDX given they're a decade way from clinic based on current funding. When he does another placing, I hope this time its offered to current holders only and let them get some cheap shares, not someone who'll just chuck em at the market. And not for a piddly £300k, but something closer to £2m so we can see some results before deciding on next stage.

scancell today had an RNS with excellent phase 2 data , so far, +0.24% with similarly frustrated holders, theyre in the same boat waiting for some deal.

I'd also ban short selling / lending of UK stocks to hedge funds. If they want to play that game they can target US firms with their crazy valuations.