Member Info for LiveLongnProsper

Thanks to all who posted this update, on here and Twit. Question, item 4 of ‘Primary Selection Criteria’ …
“4. The lateral flow device must be specific for nucleocapsid antigens.”
Does this just mean that if the actual test in question detects the N-protein it has to be highly specific (as specificity is a problem with these tests), or …
The test has to detect the N-protein, as opposed to S-protein (Spike, as ours)?
GLA

Quite a lot seemed to happen at 07:03:10.957 (GMT) this morning. Anyone care to speculate as to what was going on and what the net effect actually was?
2021-08-23T07:03:10.957 GBX 15.597 6316036 985112.1349 Off-Book AIMX AMND P LRGS AIMX
2021-08-23T07:03:10.957 GBX 15.804 5316036 840146.3294 Off-Book AIMX AMND P LRGS AIMX
2021-08-23T07:03:10.957 GBX 15.967 4500000 718515 Off-Book AIMX AMND P LRGS AIMX
2021-08-23T07:03:10.957 GBX 16.024 4250000 681020 Off-Book AIMX AMND P LRGS AIMX
2021-08-23T07:03:10.957 GBX 16.088 4000000 643520 Off-Book AIMX AMND P LRGS AIMX
2021-08-23T07:03:10.957 GBX 16.16 3750000 606000 Off-Book AIMX AMND P LRGS AIMX
2021-08-23T07:03:10.957 GBX 16.326 3000000 489780 Off-Book AIMX CANC P LRGS AIMX
2021-08-23T07:03:10.957 GBX 16.326 3000000 489780 Off-Book AIMX AMND P LRGS AIMX
2021-08-23T07:03:10.957 GBX 16.46 2600000 427960 Off-Book AIMX P LRGS AIMX
2021-08-23T07:03:10.957 GBX 16.524 2400000 396576 Off-Book AIMX AMND P AIMX
2021-08-23T07:03:10.957 GBX 16.69 2000000 333800 Off-Book AIMX AMND P AIMX
2021-08-23T07:03:10.957 GBX 16.972 1350000 229122 Off-Book AIMX AMND P AIMX
2021-08-23T07:03:10.957 GBX 17.1 1000000 171000 Off-Book AIMX CANC P AIMX
2021-08-23T07:03:10.957 GBX 17.1 1000000 171000 Off-Book AIMX AMND P AIMX
2021-08-23T07:03:10.957 GBX 17 500000 85000 Off-Book AIMX P AIMX
GLA

Immediately followed by an 800 trade, 'prepare for increase in volume'! Haha, just love these 'messages'.
GLA

We've got a new pic though, must have moved the rig 20m, and I can see some pipes, must be able to make some deductions from that (haha)? Good fun isn't it.
GLA

Excellent interview, very ‘Chairman like’, just what was needed.
Great asset, huge area.
First drill, guys ‘back at the ranch’ analysing results.
Only the second hole.
Fully funded.
Very calm and confident.
Great stuff.
(But would still like to see DM back soon).
GLA

Nice bunch of late reported trades! Ignore the 16:07 (GMT times) @ the UT – spreaders closing. Perhaps some ‘hidden’ enthusiasm during the day bodes well – we will see?
2021-08-17T07:15:41.867 GBX 0.48 40000000 192000 Off-Book XLON P LRGS XLON
2021-08-17T07:05:53.220 GBX 0.5 25000000 125000 Off-Book XLON P LRGS XLON
2021-08-17T09:32:27.283 GBX 0.439 40000000 175600 Off-Book XLON P LRGS XLON
2021-08-17T07:01:11.313 GBX 0.57 25000000 142500 Off-Book XLON P LRGS XLON
2021-08-17T13:35:38.203 GBX 0.45 25000000 112500 Off-Book XLON P LRGS XLON
2021-08-17T07:08:44.727 GBX 0.46 50000000 230000 Off-Book XLON P LRGS XLON
2021-08-17T09:30:31.077 GBX 0.439 130000000 570700 Off-Book XLON P LRGS XLON
2021-08-17T07:01:54.833 GBX 0.57 50000000 285000 Off-Book XLON P LRGS XLON
2021-08-17T09:32:14.243 GBX 0.439 130000000 570700 Off-Book XLON P LRGS XLON
2021-08-17T15:10:37.020 GBX 0.409 14700000 60123 Off-Book XLON P LRGS XLON
2021-08-17T16:07:52.667 GBX 0.404 81935457 331019.2463 Off-Book XOFF P ECHO
2021-08-17T15:05:21.850 GBX 0.41 12500000 51250 Off-Book XLON P LRGS XLON
2021-08-17T15:03:19.880 GBX 0.41 12500000 51250 Off-Book XLON P LRGS XLON
2021-08-17T15:35:12.910 GBX 0.404 1401134 5660.58136 UT XLON P
GLA

Yep, 2 @ 0.534 (note GMT time from download), someone keen to get in early …
2021-08-17T07:17:24.753 GBX 0.534 100000000 534000 Off-Book XLON P LRGS XLON
2021-08-17T07:17:34.403 GBX 0.534 25000000 133500 Off-Book XLON P LRGS XLON
GLA

Just Google “d irectors t alk”, but in summary ...
“Very promising results …”
“Five Helium shows throughout the thickness of the Karoo …”
“Very prolific system …”
Not tested main reservoir.
3.5” drill, washout created 11” gap with ledges, wireline tool got stuck on ledges despite trying a few times, so can’t actually prove He (as can’t test).
Plenty of He in Rukwa.
Frustratingly no questions (and nothing volunteered) about next steps.
Gonna be holding for a while yet, which is fine!
GLA

Katie interviews DM.
https://twitter.com/Niche_Sectors/status/1425829676828798976
5 Helium shows, 4 untested, 90m of He. Exploration ongoing. Rukwa de-risked. No real detail on next steps.
GLA

We had a [‘code’] 1 trade as well (haha) …!
2021-08-10T09:53:28.527 GBX 27 1 0.27 Off-Book AIMX P AIMX
GLA

Yep, yesterday 1 x 250k cancelled, 1 x 750k buy, today 1 x 150k cancelled and 1 x500k plus 1 x 250k buys.
GLA

Similar to the big delayed trades yesterday, 1 cancellation, 2 buys, net 750k (note GMT) …
2021-08-10T08:22:08.373 GBX 26.5 500000 132500 Off-Book AIMX AMND P AIMX
2021-08-10T08:22:08.373 GBX 26.5 250000 66250 Off-Book AIMX AMND P AIMX
2021-08-10T08:22:08.373 GBX 26.5 150000 39750 Off-Book AIMX CANC P AIMX
GLA

@Trek, quite fine on whether buys or sells, coincidentally I did buy a few at 27.0 a few minutes after and I don’t think the spread was moving much at the time, but who knows? Just one trade though as the 500k a cancellation.
There will definitely be a change of plan. The timeline on the May 2021 investor presentation (page 17) has exploration wells 2 and 3 being drilled July through September – clearly not happening.
So here’s hoping for a ‘big’ find, though ‘big’ will only be determined within the constraints of the testing possible with an ‘exploration’ well, and so the ‘bigness’ will need to be properly qualified. In this scenario I would expect that we move directly to appraisal at Tai-1 leading to production. The other sites can be addressed later, or (possibly) farmed out. But if we have a ‘big’ find I suspect events will overtake us in a ‘big’ way.
GLA

Just come through. Someone get a good price and decided to take a few more?
2021-08-09T10:29:54.890 GBX 26.9 750000 201750 Off-Book AIMX AMND P AIMX
2021-08-09T10:29:54.890 GBX 26.9 500000 134500 Off-Book AIMX CANC P AIMX
GLA

Managed 2 buys under the mid point of the spread at the time, so maybe a few more buys than apparent?
GLA

Cuda CEO December 2018 (SP CAD$2.00, mcap CAD$44m) presentation …
https://www.youtube.com/watch?v=6BAWx3Wf8Vg
What went wrong? Now SP CAD$0.06 and mcap CAD$2.5m …
https://tools.morningstar.co.uk/uk/stockreport/default.aspx?Site=uk&id=0P00005SBR&LanguageId=en-GB&SecurityToken=0P00005SBR]3]0]E0WWE$$ALL
Look at this balance sheet …
https://www.wsj.com/market-data/quotes/CA/XTSX/CUDA/financials/annual/balance-sheet
Serious question, what went wrong?
GLA

Actual interview date not entirely clear, put posted this morning and mentions He supply through July, so would expect interview done in last few days?
GLA

Try this ...
https://t.co/hpbfQJDDFg?amp=1
GLA

Confidence is high ...
https://www.***************************/helium-one-the-new-crisis-in-the-helium-market-lonhe1/4121015125
“Q3: Where does Helium One come into this?

A3: While the business is a long way from production, we are the only company focussed on primary helium exploration which has the capacity to provide a long-term solution to the global helium supply crisis. The company has reported an Un-risked Prospective Resource of 138 Bcf (2U/P50) for the Company’s Rukwa Project: Meaning we have the potential to discover the largest primary helium deposit in the world, with very high helium concentrations, and the capacity to become globally strategic in our ability to significantly resolve helium supply/demand issues for a number of years to come.

With drilling nearing completion at Tai-1 and testing ready to take place, we are positioned to take the next step in talking to end-users and off-takers to fast track the development of Rukwa Project and provide a meaningful supply of primary helium to the market for the next century.”
GLA

Yes, and plenty of money around, some from possibly unexpected sources, for example ...
https://www.ft.com/content/35b3ae51-a1b4-4617-aad7-0d08f2522ceb
Regarding Roche, see the notes in this article about their 'precision therapy' products and their Covid test sales. Now why wouldn't Roche be interested in us, and Sir Al has previously mentioned them in an aspirational kind of way?
GLA