Member Info for JRDC

Was there mention of a possible Derby meet? I'd be quite interested in that.

If only every company I owned shares in had a member as knowledgeable and passionate about the company as bamps, but that's probably explained by the rest of my holdings being turds more than anything, where even the most vocal ramper probably wished they'd never heard of them!

Gold will surely be going back up.

No trade deal signed, US rates cut, inflation, Israel continuing strikes, US to resume nuclear weapons testing for first time in over 30 years.

When gold was this price on wed 22nd and on upward trajectory, the SP was £3.75.

So we still have another 20p to go, maybe we'll get that after the next asx trading session.

I'd prefer GGP to use bank funds. Gives us $750m or so optionality if any explorers find anything interesting, or develop our own, or perhaps even diversification a la glencore once haveiron is up and running. Probably not under SD, he'll hand over the reigns by then, job done, biggest gold heist of the century, but I do think diversifying in to other aligned sectors once we've saturated the immediate region is an option and offer some protection against future gold prices and probable aussie tax increases.

I don't mind the low prices, in fact as I have no intention of selling I welcome the drop. Every £100 I spend now I'll probably get £25+ back as dividends from 2030

Https://www.swiftreg.co.uk/private-number-plate/AU57GGP

Not bad for £495 + vanity tax

Gold on the up again, £3100 passed through

Looks like we just had our glitch for this mission

Because if you're a shareholder with avr at 15p at £100m mcap, and then many placings later the SP is 15p at £300m mcap, you've made no money. Don't know about you but I'm here to make money, dgaf about mcap, and so far if you've held for many years, you're likely underwater

SP 5 years ago - 14.5p

3 years - 13.1p

2 years - 14p

1 year - 14.5p

Today - 9.5p

I only have a small holding here, and only since jan this year after being on watchlist for a few years, but it does feel like we're finally near the endgame for some sort of deal in the next 6 months

We made, what $330m aussie dollars on gold price of $4785 last fy.

Now we're near $6700 which I reckon will be close to the avr price for 25/26 based on current trajectory. Yet SP is what, +20% from June?

I'm not worried about the SP being kept back. The way I see it is if the SP never gets close to it's full potential, the true value will lie in the 10%+ dividends GGP can afford 3-5 years from now. That's the prize I'm aiming for. One way or the other we'll get our value.

culpup is gonna be shaking with rage in morning.

superb results. after years of dog**** shares i'm glad i found this gem.

The way CC phrased it seemed to mean in a setting other than oncology.

I'm willing to stick a quid on it being used in one of the many fibrosis settings.

Some back and forth with twatgpt got me this as a conclusion :

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Fibrosis is a logical next arena for a FAP-addressable platform, but not with a classic chemo warhead.

The winning recipe is: FAP “address label” + anti-fibrotic/reprogramming payload + patient selection by FAPI-PET + careful timing.

If Avacta wants near-term traction, liver fibrosis (MASH with significant fibrosis) and IPF look like the most compelling first shots on goal—with payloads designed to modulate fibroblasts and matrix, not kill surrounding tissue.

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Mash sounds nice.

I'm looking forward to seeing the commercial terms with cellin, assuming these are made public (though working out revenue versus number of patients administered in future will give a rough idea in next financial period). From this we can extrapolate it's minimum potential value, given once approval is granted it's worth will increase.

I've mentally accepted that the value of our assets won't be realised by UFO. Shareholder value is being drained away, I know I'll never see my 0.5 avr again so it's now about timing a sell for minimal loss

Gold broken through £2800.

3 month chart is getting steeper!

a few months ago i didn't imagine we'd see £10 for another year or so, which was my initial exit price given usual length of trials. before today i changed my exit price to £20, because commercial deals will be years away.

now i'm thinking **** it, will stay for the £100 party

I did wonder why a manufacturing partnership was signed so early on in to trials.. Now we know why.

I presume each patient has had the same dose, and further cohorts will have higher doses as per dose expansion, so they've currently received the lowest dose hemo have estimated to have a clinical effect? If so to have such efficacy already is astonishing, I doubt anyone expected this already. If cancer does come back in 6 months, is there anything to stop them receiving a further dose, or would this require an amendment to the trial, similar to the company that shan't be named?

+1000% this month. and sp still no where near previous highs (granted weve been diluted to **** since then)