Member Info for lignumvitae

Chester: Fully funded but only for a short time. This is a company that takes your cash & puts it through the shredder.

And of course a funding could have been better designed. If the company has such a bright future ??? So useless [or conniving?] board & useless advisers.

Sotn: I would not say that you are aloof but maybe something of a pedant. And what a boring old world if everyone was excpected to read every word of every RNS & understand the same. Consider also that it is quite often illuminating to read not only the lines but between the lines. Now i presume that gjbrandon is Gerard. He comes across as a very capable chap & is a major reason that many are invested here although i have some antipathy to referring to oneself in the third person.

As to director's dealings i suspect the important thing to look out for as the share rerates would be director's selling!

And yes, i am a long term holder just so long as the investment case, in my humble opinion, continues to stack up.

UserSteve: How do i quantify the potential? Well, water, as in safe potable water & waste water and waste products are the elephant in the room. Water is Free !! Just flush & all the nasty stuff goes away !!.

But water is not free. Both domestically & in industry we consume too much of, an often, finite resource. Ground water is the world's storage system & has to be replenished & REGULAR replenishment cannot be guaranteed. But potable water has to be safe. Reclaimed water for say agricultural use cannot be used without testing. A long running scandal of the developing world has been lack of safe drinking water & the diseases that flow from this [with huge economic costs].

Then there is the aphorism, "Knowledge is power", which we are now seeing played out. Waste water is an information source that can tell us so much, both looking backwards & forwards.

So, i believe that there will, inevitably, be a much increased focus, going forward, on water management, safe potable water & waste management and testing. The investment will be significant but with an enormous payback.

Modern water is in the right place at the right time. It just has to execute in order to succeed.

When i look at Modern Water now i see a company that has got its act together & is progressing on multiple fronts.

I then look at the market cap of £9m and ask myself; "Does this fully reflect the market potential of the company?" My answer [to myself] is; "No, it does not".

The focus right now is on Modern Water's testing sysyems for waste water & waste water products in connection with the current pandemic but the real value goes way beyond this. Identification of pathogens in waste water etc is an early warning system when time is of the utmost priority, both for existing infection rates & flare-up's in relation to Covid-19 and future novel pathogens.

In relation to pandemics knowledge is power & delay can have enormous negative implications. Just witness the UK failures & the exponential spread of the virus as a consequence.

And, so, my belief is that this type of testing will become standard in all developed geographies around the world & most of the developing also. The prize for Modern Water is there to be grasped. Success would, in time, result in a share price & market cap of multiples of where it stands at the present.

KAT up 22% pre market which values Kibo's 54.8% at £3.37M, ie not far short of current market cap.

RNS on Katoro this morning & well received. If this puts a rocket under Katoro then Kibo will be propelled higher.

SWNK: Can't say that your "facts" help particularly. But here are a couple more:
FACT: It will be dark tonight
FACT: It will be light again in the morning

So, Tim Buckley is the Chief Financial Officer [how many have they?]. As such he is the bean counter, not a scientist, not a strategist. So why has he got options over 4 million shares = 1.64% of share capital? These latest 2 million are excerciseable at 0.5p - Yes - half a penny. I have not checked what they actually pay him - what is laughably termed in PLC language as "compensation".

This is an interesting company but it is a small company & has been a serial underperformer. It has now got a lift from the Covid-19 pandemic. Did Mr Buckley have a hand in this? Was he patient zero?

Pigs and troughs are the words that come to mind.

Covid-19 is giving a lift to Lidco's sales but, more importantly is showcasing their hemodynamic monitoring technology internationally.

Lidco's aim has always been for their systems to be a fixture in ALL critical care settings in ALL geographies with advanced healthcare systems.

This is the tipping point for Lidco as a company. Not a "shooting star" but a steady appreciation in value.

The 4% holder appears to be a Spanish manufacturing company - The 9% holder is a UK value fund management company.

Clearly somthing has inspired this rush of buying. Maybe, in part the HC stock overhang has now cleared.

Another possibility is that they have received an approach re Skinny Tan which is, of course, the star in their firmanent. So the question that I ask myself is; "What is SK worth to a health & beauty consumer products company as a brand now established & to be built upon." As of yet I haven't answered my own question.

I am allergic to the fact that this excellent, early stage, drug discovery business is valued at peanuts.

I watched the proactive interview & was very encouraged. Active programmes number 6 or 7 and it is clear that there is novel science behind each & that each are intended to meet clinical needs for which there is large demand. IE: none of them are vanity projects.

Both the sickle-cell & psoriasis programmes look like major potential licensing opportunities, ie somewhere north in value of the Indivior deal.

Patience may be required but here, i suspect, patience will indeed be a virtue.

Strong results. This is a company that is quietly going about its business of drug discovery. Considerable potential to be realised imo. This is not a Covid-19 Icarus type stock that will fly too close to the sun & then crash to earth. More a buy & hold for steady appreciation. So "Hare & Tortoise" - and who won the race?

PI's who believe in the rationale & economic potential of this deal with use the pull back caused by stale holders exiting as an opportunity to add.

bapuk: Basically it had just become massively oversold. This is not a company that hypes itself. The slow move upwards before the RNS was probably due to those who have followed the company being aware that its technologies had possible utility in the current Covid-19 pandemic.

I have studied the RNS - I have studied Artemis & note that they will still have skin in the game with their shareholding. I have studied the posters, both those supporting this deal and those who have doubts. I have compared with Eurasia where I have some knowledge. My personal conclusion is that this is cheap with a market cap of £6m on the increased share cap post completion. Compare with Eurasia cap at suspension & also compare the reserves. There is a disconnect somewhere. Either EEE is far too cheap or Eurasia ran far too high. I acknowledge that more funds will need to be raised but I expect most of the development spend to be via debt or a royalty financing agreement or both. Also I note the benefit of being in a mining friendly jurisdiction. Altogether & assuming that the deal concludes smoothly then I do not see 6 to 10 pence as being particularly outrageous. All my personal opinion of course.

Seems to me a bargain entry point into the Platinum / Palladium space & in a stable, mining friendly jurisdiction.

For: MKumar - they will certainly be aware of Israeli progress as one of their collaborators via Immugenyx [the subsidisary that holds the hymanised mice technology] is Orgenisis - NASDAQ quoted but an Israeli company. Orgenisis is closely associated with Professor Sarar Furber & names do not come much better than that. I have posted before about Orgenisis & how their own programmes link with HEMO's - all available in my posting history.

As to the query about a vaccine : No, that is not what this is about, or not yet at any rate. It could possibly move in that direction but essentially this is a treatment. Consider how probiotics are used to counter bacterial invasions & you get some idea. By introducing engineered antibodies EMO plan to send in reinforcements to enable an individual's immune system to mount an effective defence. It is all about viral load & the body's capacity to defend itself.

Consider the possibility that an effective treatment such as this would considerably reduce the need for ventilators & considerably reduce the numbers sadly succumbing to this disease. In other words it could be, as other posters have said, a game changer.

And remember that an effective vaccine is not a given.

Well, the placees get in at 0.5. The Primary Bid offer at the same price remained open for all of 34 minutes. Effectively zero window for PI's so effectively a stitch-up.
Must be 2 billion shares in issue now & this will cap any short term rise.
Value will only now arise for PI's [ie, unlike placees & the Primary Bid investors who must have been "primed" to react so quickly] if the company really delivers. At 1p the company values @ some £20m backed only by promises.
PI's have been the cannon fodder for Xeros & so my advice, for what it is worth, is "beware".

Firstly the RNS of 22 April: Grown up brokers for a grown up company.
Secondly the Antibiotic Induced Hearing Loss test:
The vast majority of babies going into neo-natal intensive care require antibiotics. For some the wrong antibiotic causes deafness. So, if that happens & the family claim negligence what is the insurers first question. Did you do the AIHL test & if not why not? So testing in all advanced demographies is likely to be mandatory. This is the only test on the market.
GDR is capitalised only at some £25m. In my opinion there is a significant disconnect here. Leave aside Covid & we have a company that is undervalued on the basis of AIHL alone. All my opinion of course.