Member Info for LochinvarLass

Volume down on the intro musak.

I cut the slides into a word document and no time to type them out.

The presentation is available on YouTube... It's worth a listen https://www.youtube.com/watch?v=aaguza4wO9I

Fleccy, Thank for the view. I've never really subscribed to the UK version of cable TV. I thought fast fibre might make a difference.

Personally, I'm glad to be running mobile broadband.

Wearables also opens the pathway for more accurate clinical trials with patient's real time information being uploaded / updated accurately from wherever they are. Flaskdata have a CRO agile method using such devices which will help rethink the difference this could make going forward for therapeutics.

I just wanted to add that CH mentioned that some of the rest was doing towards the delivery mechanism which has been discussed today.

Thanks Ivy, appreciate having a more commercial director in charge. IDK anything about the history, but the narrative was useful to highlight move from takeovers through cost cutting to maximising revenue potential.

As mentioned I was also glad to also hear the balanced view about share value.

How big a plus is that for BT?

Ditto - I'm hoping there are synergies.

My view is that II will keep an eye on the opportunities and look to buy another dip. From what I can make out most have not sold their entire holding, The promise of a dividend, and therefore a price rise ahead of it will help many keep some in hand.

Good morning C7, I've been awake from my usual time, It's been spectacular watching the sun rise today. It's been rather damp.

I think CH did a good job of laying out the product line potential without "ramping".
Just off to make a cuppa, but I will share what I spotted on TD this morning:

Trinity Delta view: The award of £2m to fund the COVIDITY Phase I study is welcome validation of the value of Scancell’s vaccine expertise. Whilst unlikely to be the first effective vaccine to market, its targeting of dendritic cells and ability to stimulate high avidity and potent T cell responses means it could provide a longer lasting and effective response through inducing both durable T cell responses and virus neutralising antibodies. The early nature of the project means that we do not include it in our current £83.7m valuation, equivalent to 13.3p/share (11.5p/share fully diluted), and so any success would represent additional upside.

main valuation page: https://www.trinitydelta.org/companies/scancell/

It's moving in the right direction. The whole of the UK is overshadowed by both a no deal exit as well as the real Second Wave of covid-19.

Enjoy the sunshine!

I listened into all the presentations last night.

CF was more up front about the fact that everything is for sale, as well as where he sees the cash flow coming in for the next few years.

He also made realistic comments about the share price value he expected to deliver.

I think it is also worth noting that Holloway mentioned as part of GMP (good manufacturing practice) that they were looking at how to lower costs - eg make it cheaper (I assume versus competition in the market).

music to my ears

cheaper manufacturing process!!!

Naturally - time to make a cuppa, though I personally find RENE fascinating.

Hunt is speaking about that now on the Proactive Investor presentation.. Check their website if you want to catch up tomorrow.

Did you see today's RNS? Covid funding has come through from Innovate (finally)

How unfortunate. Perhaps clear cookies, reboot, etc.

Cliff is on last, so you have until about 7:30 BST if you can connect.

RR, emergency appleal link: https://www.nottingham.ac.uk/research/covid-19/covid-19-emergency-appeal/covid-19-emergency-appeal.aspx

Actual research studies link: https://www.nottingham.ac.uk/research/covid-19/covid-19-research/index.aspx

RR, they are undertaking a much broader spectrum of research being undertaken in addition to the vaccine.

I also noticed the British Heart Foundation is undertaking 6 projects related to Covid-19 and impacts on cardiovascular issues.

It sounds like there is much work to be done.

You can submit questions during the talk.. There were quite a few good ones last month - the MC even made sure some got answered.