Member Info for lignumvitae

Well, lets just acknowledge firstly that MTO has been a dog of a share - only fractionally off its year low.
But maybe it is stirring & getting ready to bark. The Interserve facilities management has been renegotiated in MTO's favour & is ready to complete. The very word Interserve has struck terror into MTO's share price whereas the potential benefits are enormous. Other than that trading is improving.
The facilities management segment of the stock market has not been a very comfortable place to be in the last couple of years but MTO could be the big winner to emerge from the carnage.
Forward PE looking beyond this year is ridiculously low & a return to the dividend list awaits the patient.
A re-rate is long overdue & should now gather pace.

So, compare what P2F are offering compared with what went before & what other masks are available.
At the beginning we had the multi-million order for Chinese masks that were such poor quality they were positively dangerous & had to be scrapped.
Now we have the Daddybaby masks as reported here - also from China & made by a leading nappy manufacturer - so don't be surprised if they are s..t.
So Go-Compare. This mask will save lives - it will contribute to the reopening of the economy & will therefore save the country £Billions.
So it should be a no-brainer. But there again do our leaders have any brains to start with?

So, leave aside the gains that investors hope to make here & look at the Gains for the country in managing Covid, because the one flows from the other.
HOSPITALS: Effective PPE means doctors & nurses are protected - means they can work close up without constantly increasing viral load - means stay healthy - means NHS better able to cope - means patients more likely to recover. So gains build on gains.
GP SURGERIES: Effective PPE leads to the reopening of surgeries nationwide that are currently effectively closed - means the population gets diagnosed re all ailments - means early diagnosis - means reducing problems of late diagnosis - means not storing up huge problems down the line.
CARE HOMES: Effective PPE has all the benefits applicable to hospitals + reopens homes for safe visiting by loved ones .
RETAIL: ie - supermarket check-out staff
WORKPLACES GENERALLY: Safeer working environments.
ECONOMY: So, an economy functioning with greater safety & confidence even during the worst of the pandemic
ALL OF WHICH MEANS:
1 - Huge savings in lives =
2 - Huge [ie measured in £Billions] of money.
And for the PI:
Well, just look at the current market cap, even after the gains to date. Think not just of the UK but of global demand & outlicensing opportunities. Think that your gains arise flow from the direct, almost unquantifiable gains, to our nation & the nations of the world.

I am digging deep to identify profit from this RNS.
Yes, i can understand holder's frustration but environmental studies & DFS's take time & will never satisfy the dictates of the short-term trader.
I see considerable positives in this thorough & comprehensive roundup. Progress is being made on all fronts. 2021 should be our year, when value finally starts to be unlocked.
Personally i have long believed that the best way of unlocking the massive value of the mineral sands project is to spin it off into a separate company with independent management. My drill results of this morning indicate to me that this is likely to happen.
PHWP - Patient Holders Will Profit.

As well as being aware of the prospects for RMS & the potential that provides for a profitable investment maybe we should focus & be quietly satisfied that we are invested in a company that is a force for good.
The news on Covid becomes more dire by the day & it appears that P2F technology has the potential to save lives - both the lives of those healthcare professionals on the front line but, by extension, those that they care for. Doctors - nurses - care staff at all levels will be able to provide intimate levels of care with confidence.
This is of GLOBAL significance. Potential for imminent profits from both manufacture & supple agreements but also for outlicencing.
And this does not even touch the wider markets in hospitality & retail & the wider community.
The potential for monetization is massive.
And this does not even touch on P2F other programmes or the slow bury but significant opportunities to be exploited by Gyrometric.

s-t: Did MB say that India resolution was imminent? I think he may have said that it is "eminently" resolvable. Whatever, he appears to be quietly confident that he can navigate the politics of Bhukia & get the whole thing moving. Clearly massive potential value here.
I also like the fact that MB is an uncomfortable interviewee - certainly not a smooth snake oil salesman. His skills are in evaluating the potential of profits and plotting the best way forward in order to evaluate reserves & the optimal path to production and profit.
And behind all of these major projects that are exciting investors is the unmentioned & unloved stake in Anglo Saxony Mining. This will become a European mine serving the European battery metals sector. A slow-burner that probably underpins some 40% of Panthera's current market cap.
I do like a company where there is confidence that the management is on your side. I agree with the comments that this is a buy & hold & wait for value to be crystallised.

Had i been writing the RNS this is what i would have said:

The company notes the sharp increase in its share price and would like to confirm that all material facts concerning the company's operations are in the public domain. It is, of course, a function of the market to put a value, via the share price, on the company's future prospects. In this regard the significant scientific progress made by Pharm2Farm and as reported to the market is, in the board's opinion, a material factor.

Unless there is something that we do not know i consider that this would have accurately reflected the current position.

Management can be good or bad depending upon the competence & personality of the individual.
But gold & copper do not have personalities. They are what they are.
So, the future for Bezant will be dependant upon the drill bit. If, whether by good judgement or simple good fortune they have acquired prospects which prove to sizeable & medium to high grade deposits amenable to standard methods of extraction then they will have assets of considerable value.
Even if the management were muppets the value in the ground remains the same.
And I think that there is a very good chance that Bezant is indeed sitting of assets with a current value very significantly in excess of its market cap. The drill test results will prove this one way or the other.

Copper rising strongly - Bezant price collapsing = Disconnect.

Have i missed something in the RNS or does it fail to give full details of the warrants?
IE: Does each placing unit represent 1 share + 1 warrant?
What is the exercise price & what is the exercise period ?
Personally i think that the only Warrants issued here should be for the arrest & incarceration of the BOD on the charge of mismanaging their assets & neglecting their shareholders.

Yes, there are dogs in the junior mining space & some CEO's who shamelessly punt their companies on Twitter etc.
But, amongst the motley collection of flea-ridden animals there are some with more than a dash of pedigree.
Take Bezant - the late announcement basically said, "We have put all of the facts in the public domain - now make your own judgement". And my judgement is that there is more than a sporting chance of BZT becoming a significant & high margin player in the copper space.
Three others that I like are: Blencowe Resources - Panthera & Strategic Minerals. Add the market caps of these four 'Likely Lads' & you are still under £40 million. So, no, I do not think that these are undervalued as a group - the simple fact is that the juniors were woefully undervalued & now market fundamentals have changed & sentiment has changed. It has taken time but now folks are suddenly taking notice.
Note also Asiamet - imo well on the way to becoming a significant Asia focused copper predominant company with shed loads of cash due from the recent deal. Look at Horizonte - two world class mining operations & the debt - offtake - equity discussions now taking place. As to Savannah the jury is still out but a royalty - offtake agreement would light a fire under the shares [the mineral sands JV with Rio Tinto does not even seem to feature in the valuation.
So, there are plenty of companies to consider depending how fare up or down the value chain you care to look.
But always do your own research - look at the management - read past RNS's to get a feel for the assets and the quality of the assets - check whether there are bucket loads of unexercised warrants - what cash is in the bank - read message boards, there is often seriously good research amongst the rubbish [rampers - de-rampers etc].
Finally good luck to all.

Excellent summary of PAT's mining assets Saint-Tropez.
I would say that Panthera is the undiscovered gemstone of the sector except that it now appears to have been discovered.
What we are seeing here now is, imo, merely the re-rate. What is ahead could well be the creation of a significant multi-asset mining corporation for those brave [or seasoned] enough to hold for the long term.

Market Cap now over £80M. So the metrics are simple. If, as a PI, you believe that the prospects for UFO merit this MC or higher - then hold. If, on the other hand, you do not believe it &, in fact, conclude that this stock is being pumped - then plan your exit strategy.

First the little moan. Quite the most annoying feature of ALM announcements is that they never include the %age interest that they hold in the particular investee company. So you then have to go back to the last annual results announcement to dig the information out.

So, this tells me that they have a fully diluted holding of 30% in Orbital with a last internal company valuation of $11.7m. Well, rip that up, the value of the IP & commercial execution must be somewhere north of that imo. So, yet another fine arrow to their bow. We can now count on 4 investee companies where their is a likelihood that significant value wll be realised.

In response to the posts yesterday wondering what had spurred the sudden demand, investors need look no further than to Indiviors RNS of yesterday.
Of their development pipeline they are prioritising two programmes , one of which is the Orexin-1 antagonist inlicensed from C4X. In my opinion this alone more than covers the current market cap of C4x.
Anything else from C$X's wide pipeline is a bonus.
That is why investors can justifiably hope for much higher price levels than currently. This is a blue sky stock in a period where investors in general need to dodge the storm clouds.

I checked back on the RNS of Jan 2020 in respect of the rescue fundraising @ 0.5p.
Turner Pope received a cash fee + Warrants exercisable at some 0.5p over 94 million shares. This is just shy of 20% of the company's enlarged share capital post the fundraise.
Let us assume that their was no misprint in the RNS which leaves us with the simple question: "Why the largesse". I do not think that I have ever seen its like before.
I do not know how many of these warrants remain to be exercised but I think that investors need to know for the simple reason that it could materially affect the market cap of the combined MWG/SKIN entity going forward.
Note that Turner Pope are advisers to both companies.

To my mind any investment in Gun represents the triumph of hope over experien

Geothermal is part of the Green Revolution.
I anticipate, in due course, disposal of the hydrocarbons businesses & a 100% focus on Geothermal.
This process will transform IGAS from a pariah of the investment community to one of its poster boys.
The share price will bask in the reflected glory.
Incidentally, initial consideration of £500K satisfied by issue of 2,222,223 shares = 22.5p per share. Take note!

For me the key words in the trading update were:

".... we are starting to look beyond our rebuild strategy to the next stage of growth "

What this will be remains to be seen: Almost certainly range extensions - maybe a move out of the bedroom & into the bathroom - possibly bolt-on acquisitions - even a merger. But could be that there is a whiff of something in the wind.

Whatever the questions over funding the fact remains that there is a disconnect between the quality of the science & the undoubted promise of the RP programme [potential blockbuster status] and the market cap.

If funding is required they should tap American investors who are more capable of valuing companies such as RENE - witness recent raises by Tiziana & Verona. UK institutions value only short term trading opportunities & are quite prepared to destroy a company in the process.