Member Info for JRDC

Tbf if I had listened to them over the years, I'd be about £10k better off.

Actually that's a lie, I'd have put it in Avacta and been equally down.

I don't think this has much further to drop before we start seeing results towards the end of the year.

#ggp is a good example of how a dual listing works. Shares available to buy here and on ASX. Hasn't made a huge difference in share price yet, but it's only been a month or so, and funds aren't required to balance their holdings for another month or two, so buying pressure is quite low on ASX even though the pool of available shares is low (only difference is there was a small raise as required by ipo)

If SD gets this to £20 a share and paying dividends come 2030, I'll have a picture of him on my bedroom wall too.

Welcome to great trading market make benefit of all Kazakhstan!

Vaaary niiice!

We could have over £300m in the bank right now. That's after little more than 2 quarters.

We'd have our current mcap in cash within 3 years if we weren't funding haveiron from it, which is hilarious. And then haveiron comes online and we're making more money than we know what to do with. I missed out on bitcoin some 10 years ago, but I think this place will go some other way to putting that right over next 20-30 years.

Wonder if vlad is regretting declining the rumoured £800k for CDX now.

Looks like no funding or deal in sight for the next 6 months, but then those of us who have been with Avacta for many years will have known this, it's now about focus on one asset, minimising costs and getting as much data as possible to extract value.

For hemo to exist as a going concern, I think vlad will need to make some far more difficult decisions going forwards. I have no doubt in the science, but hemo do not have the resources, and while I think placings will keep things going for another 6 months which is fine by me, he will need to relent control and have hemo take a minority stake in car-t to see it over the line. I've mentioned before, I still think this has excellent potential to return £10-15 a share to shareholders in 2/3 years, even with future dilution, so I will not be selling. That would see many of us with a multiple ROI. Granted not the £100's a share equivalent some hoping for 2 or 3 years ago, but the investing landscape has changed and it's still a fantastic return imo. Now let's just get behind hemo and look out for some exciting milestones over the next 18 months.

My research is based on BampsGPT, best tool out there.

I'm just looking forward to Q2 figures. And q3 could have an average gold price well over £2400. It's all coming together nicely.

They'll disappear once we get our next quarterly update, which I suspect will be Monday 14th for maximum effect.

I'm hoping that's the catalyst to see us reach £4.00, but if it keeps us over £3.50 until next set of news that's a massive win.

He's done all he can at hemo with car-t development wise, it's now down to the trials and then the legal and finance teams in future to negotiate deals. CDX and CBR effectively on the back burner, so I guess he doesn't want to twiddle his thumbs for the next few years.

One less mouth to feed, I don't think anything bad can be read in to this, he's done what was required of him.

It's been over 5 years in development, they've done most of the hard work and navigated the red tape and is rightfully being prioritised over other assets (probably the one correct business decision vlad has made), what's another 24 months or so. The money made from licencing or partnering will fund the rest of the pipeline which is where hemo will really make their money in the next decade. Of course they could be bought out before then, but I'd rather be patient and see where this goes over the next 10+ years.

I missed out on bitcoin at $25 as I couldn't get the transaction to go through, and some 10 years later I could have had life changing returns. I'm hoping hemo can make some of that up in time for my retirement. Yes, the price will likely go a lot lower than it is now, but as others say, if the science works then hemo will not fail.

A placing wouldn't exactly be a surprise would it. We're early in to p1, the only way vlad can keep the trials going is small regular placings or another cln, which is his least preferred option. I think the science is excellent, opening up the pediatric arm is a huge boost of confidence. I'm expecting at least another 3 placings before end of phase 1, if they can all be done above £1 then it will still be hugely lucrative long term, even if we only end up owning a minority share in the asset.

As I'm finding out with Avacta, pharma want to know long survival rates, which means more time, before looking at licencing or partnership. Give it 2-3 years and I reckon the SP will be multiples of what it is currently.

Consolidation, really we're flat / up about 1.5%

The boat is still in the harbour, 2nd quarter update due in July which is when the fireworks will start

Just bumping this v helpful post to the top

Something to keep an eye on.

None essential US staff evacuated.

Reported a few hours ago, now showing on BBC

https://www.bbc.co.uk/news/articles/c629yk5z07vo

I was going by Google share charts, 17.09 at 10.00

I mean 20p in old money, and yes by end of July when funds have bought in, short term sellers have taken their profit and things have settled down. Obv another RNS could appear before then which propels it further, but I'm not getting greedy.

Nice, 17p just hit.

Bring on the Aussies! Really could be at 20p by end of july

A joke as in you expect it to be higher than 19p next month, or a joke as you expect much lower than 19p next month?

Id be delighted with 19p tbh, that was my mental target for end of 2025 once we achieved 100% ownership, and that was before gold shot up and we found out telfer has more potential than realised. I can see 22-25p by Xmas if production is consistent.

Wouldn't ashley have waited for it to drop out the 250, wait for SP to drop even more as any funds daft enough to buy in the first place have to sell.

I dont think he's had a hand in this at all.

There will be many more raises yet, but I still reckon in 2-3 years time, maybe sooner, I can double my money from £4 average, no savings account will beat that and that's a hell of a return.

If you're worried about daily price movements then stop watching and leave the board. It's not healthy being angry all the time.

Almost as disappointing as trading under 23p, 22p etc which will happen over next month or so.

I have an average of 64p, and I don't think I'll ever see that again, will be taken private below this in the next 18 months.

Just shows what poor management can do to a potential gem of a company.

Contrast how these morons run THG compared to Shaun Day over at greatland gold.