Member Info for LiveLongnProsper

I think the post might be this one on 28/11 from Tiburn - “Two Fed Deep Frontier Drills Permits”.
http://pipeline.wyo.gov/RepByCompapdsr.cfm?oops=ID68791&RequestTimeOut=65000&nOpco=1769
WOGC site down just looking at above now.
GLA

https://webfiles.thecse.com/11_CSE_Form_7_-_Monthly_Progress_Report_-_November_2022.pdf?YO75DQfTKfcleJnj8VWlfSJ5Fvmx8IkA
Have we sold out of, or just given up on, Nigeria?
Otherwise, nothing new.
1 – dropped any reference to ‘sub-Saharan Africa through its ShoreCan Joint venture Company in Nigeria.’
13, 14 – bond conversion.
GLA

01.12.22 17:10:56 106.40 GBX 315,490 335,681.36 Off-Book P ECHO XOFF
Probably ‘spreader’ balancing’. Usual time, price at UT, XOFF/ECHO.
Decent clear out though.
GLA

Affimers. Starter for 10 …
https://www.youtube.com/watch?v=0G0bCq5b4yg
No animals, high specificity, small, stable, etc. Example – RAS targeting.
The AffyXell JV should see Affimers in the human body …
https://avacta.com/affyxell-successfully-completes-funding-round/
Read carefully as it really does say this …”new class of stem cell therapy is designed to produce Affimer® proteins, in situ in the body, that reduce inflammatory or autoimmune responses to the stem cell therapy to potentially enhance their therapeutic effects.”
Yes, genetic manipulation to produce ‘immuno-modulatory’ Affimers in the human body.
GLA

You’re a big Oil co. that wants to maintain or increase both reserves and production, while at the same time demonstrating genuine environmental credentials.
You have a small neighbour who has, partly by good fortune, and partly through exceptional oil business acumen, acquired a very large oil field. But that neighbour is only just about breaking even and, left to their own devices, will take a long time to develop the field.
You may know who you’re dealing with – at least by reputation, so you give him a call and suggest an opportunity to work together. Fast forward …
You’ve seen the RS report – the full one, deemed too complicated for ‘ordinary’ investors. And it was good.
You’ve seen the neighbour’s own work – and they’re quite smart at the G&G stuff. And it was even better.
You’ve seen the ex-Atomic filing cabinet (recently recovered from Alpha Centauri). And discovered even more.
You’re getting very interested now. But it’s clear that to do the things you want to you will need to …
Spend capex on CO2 pipeline infrastructure,
Ramp up the production, which means spending more ‘big’ capex,
Control the depletion of the reservoir over time, so your CO2 can be stored away as per plan.
You might just want to finally prove the reservoir first, so will give some thought to a couple of drills in partnership with your neighbour to make sure. You're still in a ‘quandary’ over that point?
But really, in the end, you want to be the ‘Operator’, and the easiest way to do that is simply to buy the neighbours ranch – lock, stock and (oil) barrel.
GLA

Short interview on V O X. Paul with Gervais Williams - Premier Miton (~4.6% holders).
GLA

Interesting question re need for phase 3 ...?
https://twitter.com/**********/status/1597522068761104385
But Paul (non shareholder) seems better informed than Gervais (significant shareholder).
GLA

Looks like Bronte still 'hanging in' (for some reason) ...
Bronte Capital Management Pty Ltd AVACTA GROUP PLC GB00BYYW9G87 0.50 21/01/2022
https://www.fca.org.uk/publication/data/short-positions-daily-update.xlsx
GLA

Should see this site updated soon then ..?
https://www.medifind.com/articles/clinical-trial/311681821
(Locations / UK tabs).
GLA

Looks like the 23/11 filing was for the quarter to 30/9, so the transaction pre-dates the October fund raise. Wonder if CREF participated?
GLA

Interesting post from @tom_the_bomb on Twit …
https://twitter.com/search?q=%23avct&src=typed_query&f=live
CREF (College Retirement Equities Fund ), stock code QCSTRX, have AUM ~$100bn.
Seems to be verified by Morningstar …
https://www.morningstar.com/stocks/xlon/avct/ownership
CREF Stock R1 – 392,574 shares.
Encouraging if they’ve just increased their holding.
GLA

Some video ‘clips’ released from the ICPO THERANOSTICS FAP SUMMIT 2022.
Interesting ‘snippet’ from Ken Herrmann @ ~2:05 (sarcoma tumours directly express FAP directly so monotherapy OK, every other tumour where the majority of FAP expression is not on the tumour cell needs ‘combination’ treatments … etc.).
https://www.youtube.com/watch?v=3whzx4bYAYs
No sign of Fiona yet, but more to be released.
GLA

@SteveV. From the info I have collated (from published docs) Anavio have 84 of the securities.
Whether they have converted any, or if the other 6 held in the Caymans are in someway linked (?) - don't know.
If they convert all, they will have 83.958m shares. Enlarged share capital potentially ~460-470m with all bonds, options and warrants converted/exercised, so Anavio would be ~18% holders.
GLA

Cayman Islands - 2 Purchasers, so not just Anavio.
GLA

Think this is the full picture, sorry for duplication with earlier posts ...
2024 and 2025 convertible bonds, 63 each individual securities (total 126) @ principal of USD$200k, total USD$25.2m, discounted by 0.78 to USD$19,656,000, 13% interest. Convertible to a total of 62,968,500 shares, each @ $USD0.2001 / GBP£0.1675. Plus 54,792,590 warrants @ GBP£0.1675.
Specifically, Anavio Equity Capital Markets Master Fund – principal USD$16.8m = 84 securities, plus 42,398,790 Warrants.
From Form-9 11 August 2022 …
UK 6 Purchasers – 16 x 2024, 16 x 2025 = 32
Mexico 1 Purchaser – 2 x 2024, 2 x 2025 = 4
Cayman Islands – 45 x 2024, 45 x 2025 = 90, Total = 126
Anavio in the Caymans …
https://aum13f.com/fund/anavio-equity-capital-markets-master-fund-limited
Conversions so far …
08/08/22 RNS – USD$2m principal (10 x 2025 securities) converted to 9,995,002 shares @ USD$0.2001,
12/08/22 RNS – USD$400k principal (2 x 2024 securities) converted to 1,999,000 shares @ USD$0.2001,
25/08/22 RNS – USD$400k principal (1 x 2024 plus 1 x 2025 securities) converted to 1,999,000 shares @ USD$0.2001,
22/09/22 RNS – USD$400k principal (2 x 2025 securities) converted to 1,999,000 shares @ USD$0.2001.
26/10/22 RNS – USD$400k principal (2 x 2025 securities) converted to 1,999,000 shares @ USD$0.2001.
04/11/22 RNS – USD$1,400k principal (4 x 2024 plus 3 x 2025 securities) converted to 6,996,500 shares @ USD$0.2001.
So far - 7 x 2024 and 18 x 2025, total 25, securities converted.
Remaining – 2024 $11.2m = 56, 2025 $9.0m = 45, total = 101.
Cannot be certain who has converted, but suspect Anavio just waiting for the right time. As I have previously noted, Anavio plus AM (holdings and Options) are the key players.
GLA

A small flurry of interest in Canada …
Nov 23, 19:43 0.21 0.005 21,500 RBC Capital Markets Anonymous CSE
Nov 23, 19:27 0.21 0.005 22,500 RBC Capital Markets RBC Capital Markets CSE
Nov 23, 19:08 0.21 0.005 25,000 RBC Capital Markets RBC Capital Markets CSE
Nov 23, 19:05 0.21 0.005 27,500 RBC Capital Markets RBC Capital Markets CSE
Nov 23, 19:03 0.21 0.005 30,000 RBC Capital Markets RBC Capital Markets CSE
GLA

@DTW, agree, could look like a somewhat random pick of BioPharma co.’s. with various issues. But worth a look at the list (at least I thought so).
Many on this board will know SNG quite well. Sensorion do hearing loss therapies. Angion are focused on 'Fibrotic' disease therapies and pulled a phase 2 trial in June ‘in the interest of patient safety’.
Bridge Bio seem to have a decent pipeline and (they suggest) funding to 2024 …
https://bridgebio.com/pipeline/#pipeline
Rafael just announced a major change in strategy …
https://rafaelholdings.irpass.com/profiles/investor/NewsPrint.asp?b=2323&ID=113811&m=rl&pop=1&Nav=0&g=1063
Having ‘curtailed’ “pre-clinical research at the Barer Institute in order to reduce spending and focus on exploring strategic opportunities to invest in, acquire, or in-license clinical stage assets.”
Then goes on to say …
“Rafael Holdings is a holding company with interests in clinical and early-stage pharmaceutical companies, including an investment in Cornerstone Pharmaceuticals, Inc., formerly known as Rafael Pharmaceuticals Inc., a cancer metabolism-based therapeutics company. The Company's focus is to fund, invest in and develop novel therapies and is seeking opportunities to invest, acquire or in-license additional therapeutic assets which address high unmet medical needs.”
Do we know any potential ‘therapeutic assets’?
GLA

@Eazy, ha yes good spot, missed the 20 barrels in July 2016! But showing Niobrara formation on the report.
GLA

Interesting find.
COLE CREEK 11-27 (API 2523810) seems to have stopped producing after doing 274 barrels in August 2014. Also note, that was from the Frontier-2 formation. Subsequently, in August 2015 we produce water from the Niobrara formation, just for a couple of months.
Fast forward to 18 November 2022 and we are doing a pressure test – steady at 300psi.
Seems encouraging?
GLA

Well, 1 more share traded with this matched pair than yesterday, all a bit odd.
Late reported (again) TNCP means not price contributing, so can’t really say is buy or sell (spread was down at 110-111 for a while earlier). And second transaction ‘off exchange’ via Echo.
Who knows …?
2022-11-17T17:39:52.200 GBX 110.733 112746 124847.0282 Off-Book XOFF TNCP ECHO
2022-11-17T16:03:56.400 GBX 110.744 112746 124859.4302 Off-Book AIMX P AIMX
I posted below yesterday.
This trade, which looked like a straightforward buy …
2022-11-16T16:12:18.437 GBX 117.23 112745 132170.9635 Off-Book AIMX P AIMX
Seemingly ‘matched’ for volume by this one, after hours …
2022-11-16T17:39:11.217 GBX 117.218 112745 132157.4341 Off-Book XOFF TNCP ECHO
Just a coincidence no doubt..?
GLA