Member Info for Lottohopes

Yes, been here a long time, thanks for rubbing it in lol The link below provides some clarity on the distinct categories of medical devices vs PPE. There is an overlap if a mask protects the wearer AND people around as I previously described. IF it works as described, we would be eligible for both certs I imagine, could be wrong. Unsure of time frames to get these certifications.

http://www.hpra.ie/homepage/medical-devices/covid-19-updates/regulation-of-face-masks-and-gloves#

Ticor: There are numerous gimmicky cloth masks used by public. Whilst they are slightly better than no covering, they aren’t doing the intended job ie blocking transmission in both directions. So a cloth mask (cotton polyester blend) is NOT filtering bacteria/virus particles. Products like the sonomask do not claim to protect the wearer from any infection. They merely state that the anti microbial coating kills 99% of any bacteria/viruses deposited on the mask itself. In other words, there remains a free circulation of particles in both directions (from infected wearer outwards and from others nearby to the wearer). Only multiple layering (3 ply or 4 ply) creates effective filtration (the number corresponding to level of filtration ie 95% or 99% etc). An FFP3 mask aim should to create 99% filtration of air in both directions. So the bacteria/viral particles are now stuck in the mask itself. P2F aims to add a layer of nano particle which will kill/inactivate the virus/bacteria. Hence a different product from the Sonovia type mask. It aims to be disposable initially but given the huge waste going into landfill, I would like to see a reusable version if they pull this off.

P2F is an innovative Nanoparticle company. Their patents include a patent around the PROCESS of producing the nano particles (this process is generic) AND also the manner in which it is incorporated within organic compounds.

https://patents.justia.com/patent/20150027050

https://patents.google.com/patent/EP2825515A2/en

Video interview with chief scientist Dr Gareth Cave
https://m.youtube.com/watch?v=22pS6R78DUI

Gareth is part of a team of researchers at the Uni
https://www.ntu.ac.uk/staff-profiles/science-technology/gareth-cave

Chief Technical Officer at P2F is Karen Davies, note paper below: Nano particle feed gives higher yield, faster growth, better storage after harvests, improved taste and most importantly nutritionally better. This will reduce fertiliser use which I believe only a portion gets absorbed.

http://irep.ntu.ac.uk/id/eprint/35494/

Areas on which P2F is focussing:
Food security: nano feeds are patented “ NSitu”: improved yields, improved nutrition, better tasting and shorter cycles, less waste of fertilisers, longer shelf life
Pest resistance (Ex: Citrus greening disease or HLB which has reduced citrus fruit yield by 50% in last decade): We know zinc applied topically helps protect the orange trees, nanoparticulate zinc proven to be more effective as spray)
Hydroponics: vertical farming, Medicinal Cannabis market etc
Printable electronics/data storage/solar cells (with Flextronics)
Targeted delivery of drugs: cancer drug delivery is a focus
Innovation in medical imaging tech: Magnetic particle imaging (aiming to supercede MRI)
Last but not the least: nano particle application in COVID relevant areas: could include masks and potentially other surface coating....

Other trials ongoing or in pipeline (delayed by COVID)
Trial with Tarmac-at Tunstead one of its largest EU sites:
https://gyrometric.systems/gyrometric-introduces-monitoring-technology-cement-production/

Trial with Clarke Energy-presence in over 38 countries and a game changer if adopted
https://gyrometric.systems/gyrometric-systems-distributed-power-generation/

Current sales are direct to buyer and via two companies, Gani and Vulkan
Gani Gemi Turkish Co in marine, cement, rail industry:
https://gyrometric.systems/sales-agreement/

ORE describe Gyrometric Systems as a “GAME CHANGER”. Page 8 of 9 Summer 2018 edition mag below.

https://s3-eu-west-1.amazonaws.com/media.newore.catapult/app/uploads/2018/06/19104855/Circuit-Issue-13-web.pdf

http://media.oemt.de/Whitepaper_MSPI-2010.pdf

White paper on the research published few years ago, for anyone of that inclination. The gyrometric team is essentially pedigree academics teamed up with serial entrepreneurs, they have been working on this tech for over 20 years. Even one of the opportunities in a sector converted into a contract will be recurring revenue, across entire fleets of turbines or generators or cement manufacturing plants etc.

For me, GyroMetric remains as exciting as Pharm2farm. In a post Covid world, remote monitoring, reducing human contact and cost efficiency/prevention of breakdown will be renewed priorities, and GyroMetric will provide some of the innovative solutions.

https://gyrometric.systems/

I just feel like I should highlight the huge potential of GyroMetric (58% owned by RMS) given Pharm2farm seems to be hogging all the attention. The tech is essentially remote DIGITAL monitoring, using simple electronics plus algorithms to interpret the data. Gyrometric tech to summarise is :
1. Entirely digital (current tech analog)
2. ACTUAL displacement of ANY rotating shafts measured (current tech is mainly vibrations monitored)
3. Zero error/zero false positive
4. Wireless transmission via broadband (hence wide range of frequencies ie 0-20,000rpm)
5. Can be monitored remotely (existing tech needs human presence ONSITE-important in post COVID world)
6. Can monitor continuously (existing tech is periodic monitoring)
7. Can intervene ie shut down power to prevent damage or optimise power by changing gear etc (current tech CANNOT)
8. As huge amount of data accumulates, big data emerges (ie machine learning to improve quality of monitoring)
9. Fully patented algorithms in US and EU with global markets aimed for

24th Oct 2019 “ADSA” RNS added:
1. Initial calibration of the equipment
2. Worlds first tech to do BOTH using same machine: initial and subsequent continuous monitoring, hence zero error

Applications are pretty much ubiquitous but include energy sector (Wind, Distributed energy generation, nuclear, petrochemical) manufacturing (see Gyromon) , automobile (torsional vibration monitoring ref recent RNS), precision tooling (see GyroMech) etc.

Trials ongoing or in the pipeline include trials at ORE for a wind turbine. RMS had previously stated they intended to conduct two trials-with big turbine manufacturers. I believe this was two of the big three ie MHI Vestas, Siemens and GE. These trials have been delayed, recent RNS stated it was because of manufacturers priorities.

https://ore.catapult.org.uk/stories/gyrometric/
ORE Catapult is the UK's FLAGSHIP technology innovation and research centre for OFFSHORE WIND, wave and tidal energy, with over £500m in govt investment. “We deliver prioritised research underpinned by world-class test and demonstration facilities, collaborating with industry, academia and Government to reduce the cost of offshore renewable energy and create UK economic benefit.”

Boris stated this week that the UK can be the “Saudi Arabia” of wind energy. The UK offshore wind sector has ambitious plans to at least triple installed capacity (30GW) by 2030. By 2020, 10GW will be installed in the UK, 6.5GW in Germany, 2.2GW in Denmark and 1.6GW in the Netherlands.

Wind energy costs are dropping very rapidly. In the 2018-19 capacity auction, the “strike prices” for two big offshore windfarms came in at £57.50 per megawatt hour and a third at £74.75. These figures – the guaranteed price for the electricity generated – compare to Hinkley’s £92.50.

The government’s infrastructure advisers recently urged ministers to RETHINK their nuclear plans and focus on renewabl

More importantly, 69.3% of enlarged share issue would be in safe hands ie 2 board directors/BRH, Dr Cave, Nigel Burton and TR1 holder S Jones, all know the company and hence have higher expectations than a 10/20/30% trade.

Simms: Pembridge holds an 11% economic interest in the Minto Explorations subsidiary-this includes the mine-mill complex and the 250 sq km land in the same belt. However, it runs the operations through the team at Minto explorations limited, with the support of the PE investors. Also PERE controls 100% of the voting shares and has representation on the Minto board which makes day to day decisions.

As regards cash position and future cash calls, Minto is cash generative given (advance revenue) monthly payments by Sumitomo, given the 3m USD cash injection in June end by the investor consortium and lastly given the 12m USD credit facility signed recently by them with Sumitomo. I believe this means we wont see further cash calls from Pere. Covid quarantine costs were offset by govt subsidies (mentioned in the recent H1 report).

The main reason the op was in jeopardy in early 2020 was because COVID hit operations AND Copper price, before the op had achieved scale. I believe the mill is now processing at full capacity (4000t per day of ore), BUT running two weeks on and two weeks off (given the mine is only producing some 2000 t per day). This is from the data on the website
www.mintomine.com

Q4 2020 is about scaling up production and the current copper price range is sufficient in my opinion to keep things buoyant. Based on broker numbers (broker note on Pere website) and historic Capstone numbers on AISC etc. These are only my opinions. Please DYOR. Good luck

J: I used to hold a ridiculous number of these before the 20:1 consolidation. Buy a Zimbabwe bank note (500 million dollars note) it will make you feel like a millionaire ;) Good luck, my average is quite a bit higher. Let’s hope TB can deliver this time

The materials tried for anti viral property in masks, include titanium, silver, zinc and copper. My hunch is copper being most effective. After the novelty wears off, buyers should ask what evidence exists for the mask’s efficacy. Hence P2F is doing the studies first BEFORE production. Noteworthy that regardless of antiviral effect, nano masks are much more comfortable for wearers, more hydrophobic and more effective in filtering air. They are essentially superior to the current melt blown masks.

The market may be bigger than just masks, with coating of various “fomites”: surfaces, devices used frequently etc. P2F makes nano particles using a unique process (patents in the US and EU) and is able to functionalise them for different purposes (be it within a mask or a fertiliser or a compound for medical imaging). DYOR

I was trying to read on the topic. My first thoughts on P2F manufacturing masks, was that it felt gimmicky, trying to ride COVID. However I do think mask “engineering” is taking off and the design will eventually be more scientific. I found a bit of material on this, and some bits are my own thoughts. I m not a scientist nor do I have any specialist knowledge in this area, hence any corrections welcome.

Face masks:
https://www.cebm.net/covid-19/what-is-the-efficacy-of-standard-face-masks-compared-to-respirator-masks-in-preventing-covid-type-respiratory-illnesses-in-primary-care-staff/

Masks in the health care setting are primarily to protect the wearer from outside infection. The valve on an N95 respirator mask is unidirectional in its filtration property. It filters air only INWARDS. When breathing out, it merely opens. So if the wearer of a mask has asymptomatic COVID, he/she is breathing out air without filtering viral particles.

Debates:
Reusable vs disposable
Melt Blown vs Nano mask (MB vs NM)

https://pubs.acs.org/doi/10.1021/acsanm.0c01562

Characteristics of a good mask:
1. Some proven efficacy as barrier against viruses+bacteria ie filtration
2. Qualities not compromised by moisture (water vapour/saliva) or washing
3. Washable to allow reuse
4. Comfortable to use ref breathability (very important for any setting where people wear masks for entire shifts): note CO2/thermal comfort better in NM vs MB

Advantages of an Electrospun Nano mask (NM) over Melt Blown (MB) masks:
1. Better breathing comfort than MB masks: The NF filter has finer structure than MB, uniform morphology, and uniform pore diameter which allows the water vapor laden air to be passed through the filter more efficiently, with less resistance. (My guess is that more air tends to flow from gaps around the mask if the material is resistant to flow, of course “fit” is a big issue)
2. Dries faster after washing
3. More consistently effective as bacterial/viral filter than MB (filtration efficiency based on particle size vs pore size, rather than static charge) (50-100nm pore size, air particle size is 4nm, viral particle size 80-160nm, latter bigger when incorporated within saliva)
4. Nano particles (Ag/TiO2/Zn/Cu?) within the mask material, do demonstrate anti viral property: this could be key to destroying virus transmission in BOTH directions from wearer to outside environment and outside to wearer (masks can become virus collectors when worn for long periods in health care setting; humid air from breathing reduces filtration; creates the conditions needed for penetration of the virus/bacterium into the mask)

All in all, there is a huge market for a “proper” mask which has all or most of above qualities and if these have been demonstrated scientifically. IMHO only. Please do your own reading. Good luck all

Steady progress on all fronts in today’s RNS. Resource/reserve update with extension of mine life ahead. Second phase of drill program in progress. Drilling and development of Copper Keel as we speak. This is one of the bigger deposits, some 600m by 230m magnetic anomaly in initial studies, with some 6 million+ tonnes ore in M+I category. Anyone interested in historic drill results here in 2010-11 can find these. H2 sees commercial production achieved (60% of 4000tpd nameplate capacity at the mill). Second batch of concentrate should reach port in Japan soon. Most importantly Cu and Au looking upwards. Good luck all

So we have added a new revenue thread to our story. Not too impressed with the money rotated from pocket to pocket of same coat. I suppose if value outs, then investors will turn a blind eye. Looking at the huge price paid, there must be some revenue threads in the pipeline. Dr Cave appears to be an academic with a commercial hat on; not the worst person to hold 21% of our shares. Overall, TB appears to be loading up in RMS via his preferred horse BRH, which can only be interpreted as a news rich period approaching.

For anyone interested in previous transactions:
Initial stake in GyroMetric was for £250k for some 38%. (Valued full co at 675k). Next 20.9% cost us £273k. That valued GyroMetric at £1.306m.

I cant find what BRH paid for their initial stake in P2F. But they paid a further £200k for additional 18.7%. That values it £1.071m. BRH RNS states that its 51.72% stake in P2F was valued at (book value) in March end of £356,000. And RMS paid a much higher price. What is the case for this generosity?

I do think the best longer term prospects for growth are still within GyroMetric. We are looking at fleet type adoption in huge industries. Two mentioned are Clarke energy (distributed power co in over 38 countries) and Tarmac (need I mention who this is?). There are collaborations with a Turkish co supplying Diesel engines, Gani Gemi. A German co Vulcan. Then there’s the fabled wind trials which could stagger in value if they convert.

We raised on two occasions this year and as of July 13th 2020, had some £531,000 in cash (see BRH RNS when they participated). So I am intrigued as to how the cash is going to be utilised. Is it for this new acquisition to grow? Previous RNSs state the money would support sales teams within GyroMetric (its CEO John Richardson has assumed the helm at RMS, that’s a clear signal as to where growth will be driven from) and to support Cloudveil.

There are warrants at 0.5p (some 140m issued April 2020), which I expect will get exercised with ease this year. More cash in the coffers when it happens but share holders get diluted.. From my numbers, some 68-69% of new total share issue is in safe hands (Includes Mr S Jones, who I know entered RMS given his appreciation of the GyroMetric tech). I imagine there are others like myself with a few million shares here and there, thereby reducing the free float considerably.

We have waited patiently for things to come together and I am excited to see some signs of life here. I would like to see some revenue streams from all three cos this year-it looks likely. All imho only. Please DYOR and good luck all

The reserves were 40,000t Cu and the resource was 296,000t (21MT @1.41% grade) at point of acquisition. That’s circa $260m and $1.95b respectively at today’s Cu price. This isn’t pie in sky numbers because this isn’t an explorer with three drill holes in the middle of nowhere. It’s Yukon a top ten mining jurisdiction with 10+ years production history. If you still think this looks like a 3m mcap, then we disagree on judgement of value. Good luck all

Copper gold and silver on a rip. This is a copper gold producer so it’s amusing to see the call to sell, esp down here. Gold stream was renegotiated to 75% of market price, for first 11kOz. 250 sq km additional land along same belt. 11% of something. A working mine mill complex with a $1b dollar PE group backing it. In full production, this has seen 20kt Cu and 40kOz Au per year. Should it be valued higher than 2-3m? Please DYOR.

Levi: on the contrary, there were Atleast 2 RNSs there which could have been released to create a bit of froth. (Q2 production and final settlement of shipped conc) It appears Gati isn’t interested in short term sentiment and the style of reporting has remained consistent regardless of sp.

Pere has a 33% economic interest in production between Oct 2019 and June 2020, both inclusive. So the upside for Q2 is as yet unclear but looks optimistic imo. Interest has reduced to 11% from July onwards. Pere team provided the oversight and input into various activities of Minto Exp. This included restart of mine mill activity, all the geologist input in identifying/exploring additional land and the detailed 20m+ budgeted drill programs. Important to note also that Pere has controlling shares in the subsidiary. DYOR. Good luck

GLR: the 55k is Cu concentrate tonnage, not contained metal. Q4 19 and Q1 20 produced about 4500t of contained Cu, alongside some 4800 Oz Au, latter paid at 75% of market price at settlement. Settlement is expected any day. There’s also production figures due of Q2 20, which I believe is also 33-66% attributed. Good luck

Levi: even if drilling is nearly complete, someone like SRK need to complete a report to convert Resource—> reserves. That costs time and money but creates objective value. It’s a given anyways that mine life will get extended.

The main purpose of drilling, is to add to reserves and extend known mineralisation. I think plenty of drilling has taken place, but unless the entire drill program completes and creates additional “value”, I don’t see anything being released. If the cash call was made before March, then they may have decided to slow down drilling to conserve cash. No one saw Covid coming or Cu falling as precipitously as it did. These two factors would not have affected the co IF it was producing at full capacity. As things stood, it was in the ramping up phase and at 30% of capacity. Of course Gati interviewed (just weeks before the bad news) to tell us it was all going well, so trust has been eroded. Our experience here before Gati took the helm, needs to be viewed separately from the Oct 2019-present chapter imho. He has invested his own cash, so have other board members. So I still think interests are aligned. These are mere opinions. Please DYOR.