Member Info for Jurado

For myself, 885 would have been a decent return on a small investement and I'm disappointed I have had that carrot dangled and then withdrawn. Feels a waste of time and effort. I don't think we'll see 885 for a long time. However the business is sound so I'll hang around and pick up the divis for now.

I would imagine there remains some market sceptism - or else the SP would have risen closer to the offer.

I know Duggan can't keep funding ad infinitum, but then again he is very rich indeed so I'd still be surpised at a placing. There was always going to be ups and downs on the road to November, so I'd definitely see this as a buying opportunity provided by a market that looked at the cash burn and took fright. When you look at the amount of testing going on under the various Harmoni headings its hardly surprising - so sure, it's risky, but I'm happy to stick with it.

I know Duggan can't keep funding ad infinitum, but then again he is very rich indeed so I'd still be surpised at a placing. There was always going to be ups and downs on the road to November, so I'd definitely see this as a buying opportunity provided by a market that looked at the cash burn and took fright. When you look at the amount of testing going on under the various Harmoni headings its hardly surprising - so sure, it's risky, but I'm happy to stick with it.

Yawn. I don't mind a bit of genuine enthusiasm but this kind of ramping we're getting just now is so cheap and fake I suspect Temu.

All very lovely indeed. Wouldn't be that surprised if this rally doesn't last all that long and we go down and up again before November. Think I'm holding whatever because if it goes well the rewards will be huge. I've sort of got an exit figure in mind - but it's some way off.

Don't know about ii but HL wasn't showing either. I called them this morning and they said it a link would be coming and it has now just appeared. I've put in for a little.

I'm not sure the kind of deviousness displayed by a widget manufacturer in West Bromwich is really comparable to what would be expected of a Western tech business bidding for a contract that is set to earn somebody 90 trillion naira (there are 1843 naira to the pound - I tried converting but there were just too many 000). That said Nigeria is a massive country and growing fast - the highest population in Africa, sixth in the world and more babies were born there last year than any country in the world except China and India). It makes sense to be there - but I would imagine extreme prudence would need to be displayed.

Whatever was going on behind the scenes, I'm sure this confirmation is a weight off people's minds. Congratulations Simon - have a small glass of something nice this evening and upwards and onwards through these difficult times.

Have to say I'm now wondering how this latest, erm, Special Military Operation will affect us , given various contracts with Gulf states. Not so much tomorrow morning but in the middle and longer term, given the likelihood of instability from the Iranian state.

It was six years ago, with global lockdowns being ushered in, that our trading update announced annual revenue of £17.5m and a hefty loss. Today we announce a new contract of $20.5m, and it's meh, whatever. We've come a long way.

So basically, they're telling us they've received the paper work, and if all goes well we should get a decision by 14 November? Any chance we'll get official intimations of success - or otherwise - before then - or will it be a tight ship?

I can only assume that some people were expecting - or at least hoping for - BLA approval rather than just submission. Equally the GSK colloration seems great but won't get properly underway for six months, so the money goes off nosing around for some more instant gratification. We'll just need to hang on.

It's all going lovely. So that's nice.

Well not really 'around the 100mill mark' but still pretty good.

As an LTH with nearly three bags sitting here, I find this a difficult one to call in terms of how long to hold on. I'm not thinking the demand for maritime safety/domain awareness is going to dissipate soon and there are such huge potential individual contracts that could land, that there is a good case for hanging on for both sp growth and, in the slightly longer term, dividend returns. But, y'know, taking a profit is a lovely feeling...

Well, sadly it looks like the earnings call has made it irrelevant for the time being.

...especially when the key summary bit starts with the words 'Clinically Meaningful Efficacy'. It goes on:

"In the HARMONi-6 planned interim analysis of progression-free survival (PFS), ivonescimab in combination with chemotherapy demonstrated a statistically significant improvement in the primary endpoint, PFS, by Independent Radiologic Review Committee (IRRC), when compared to tislelizumab in combination with chemotherapy, achieving a hazard ratio (HR) of 0.60 (95% CI: 0.46, 0.78; p

Well no but obviously there were divis from 21 to 23, so 'reinstate the divi' if you must.

Royalties? We'll have a nice boost to the divi then please.

Ask and ye shall receive.