Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
@neilin - hiya matey hope you're well. Your thinking maybe right. The below post stuck out to me over the last few days. Want to highlight it again as it seemed to fall through the grate a little bit.
Danielm89 posted this 24 Sep 2023 10:53 in connection to a Ciz Patent submitted in May and published just this week - (a great find)
- - -
RE: Commercialisation 2023
The present invention also provides an anticancer drug for use in treating cancer wherein the subject has been identified as having cancer by the method of the invention.
The present invention further provides an anticancer lung cancer drug for use in treating lung cancer wherein the subject has been identified as having lung cancer by the method of the invention.
- - -
source : https://patents.justia.com/patent/20230266327
This is one link I have been reading up on further. I don't profess to understand all the biology and science but I can pick up on the underlying narrative. Worth a read... there's some English sentences in there I promise.
Seems to me that there is actually a lot of activity all of a sudden;
Tweets (or is it X'es),
Linkedin posts from us but also our partners,
The lab technicians appointment,
New patent publication,
Conduit merger,
The linkup with BioTechne,
AS visit to China
Bio Markers San Diego (still to come).
Too many bits of this jigsaw at the moment to piece it all together. But there are some great links and research being posted here. In general a great collaborative board with very little bickering. Sincerely hope it lasts!
Interesting times. I'll say it again, some great research posts too which speaking personally I'm very grateful to the contributors. I hope the ducks continue to line up here.
GLA - esp the original bould/phon guys n gals.
ATB LB
Indeed. It's interesting to look at who's liking these posts also. Mr Lang is obviously still keeping abreast of the situation, but other Biotech focused individuals are in the mix too. I noticed a 'Nuffield' link to one of these posts. Pure supposition but still interesting to join the potential dots.
GLA
ATB LB
... And another.
https://www.linkedin.com/posts/ray-b-03abba17_cizzle-biotechnology-programme-with-us-firm-activity-7112098421892620288-_-EF?utm_source=share&utm_medium=member_android
ATB LB
Another interesting linkedin post today...
https://www.linkedin.com/posts/cizzle-biotechnology-plc_savelives-cancer-lungcancer-activity-7112754284659621888-89lH?utm_source=share&utm_medium=member_android
ATB LB
Interesting...
https://www.linkedin.com/posts/cizzle-biotechnology-plc_suzhou-2023cbiic-cancer-activity-7111381487689551872-eQ0K?utm_source=share&utm_medium=member_android
ATB LB
Loving the rise !
Completely justified IMO - last two RNS's are potentially transformational for the company.
Linking hands with a $12b Nasdaq listed partner almost went un noticed earlier this week.
But de-risking the cash for 18months (plus) is the best part for me.
I just hope the BoD are sensible with the 'put' and don't get too greedy.
GLA nice to see CIZ moving north for once.
ATB LB
Looks like its gone through✅
https://www.digitaljournal.com/pr/news/accesswire/murphy-canyon-acquisition-corp-announces-stockholder-approval-of-the-proposed-combination-with-conduit-pharmaceuticals-limited
ATB LB
Last published subs accounts if you want to delve in. Requires translation in the browser.
YGK (context - linked to the Rosgeo project, Kola Nickel and Kola Mining)
Source https://b2book.ru/inn/5107020640-ooo-iuksporskaia-gornaia-kompaniia/finance/
TGK (context - linked to MT/NKT)
Source https://b2book.ru/inn/5107908563-ao-tgk/finance/
KK (Context - West Kytlim)
Source https://b2book.ru/inn/6614005227-zao-kosvinskii-kamen/finance/
These links date back to June this year. I couldn't directly correlate these figures to EUA accounts... but accounting periods may be different. Maybe ForEx rates clouding it.
For those that don't want to open the links it appeared from these accounts that there was a transfer of funds last FY (2022) thus:-
KovK around £10m,
YGK around £800k
TGK around £1m
Circa £11.8m total. Roughly!
DYOR
ATB LB
Thanks SP. A great presentation - perhaps the best I've seen TBH. Exciting progress next few weeks into next month then with the CIC/CIX being trialled continuously. A major de-risk factor to II's.
QnA session was worth holding out for. GB's buy out answer was hilarious.
Really appreciate you posting this up. Can highly recommend a watch. Worth 30mins of your time IMO.
Cheers
ATB LB
@greend 17:56 - v big organization. Off the scale compared to Fair-journey or Corepath .... or Conduit (once merged ) for that matter. Really surprised this news hasn't lifted the SP more today.
From B/Ts website it seems to my untrained eye there could be some substitution to the FJ and Corepath tech that could now be offered by Bio-Techne from under one roof? Anyone got a take on this aspect?
ATB LB
NasDaq listed (Ticker:TECH) - $11.9Bn MCap
https://investors.bio-techne.com/quote
ATB LB
ATB LB
Techmet again.... Mr Menell presenting at "Unstoppable Africa" conference in New York this Thursday / Friday.
https://www.linkedin.com/posts/techmet-ltd_techmet-ltd-is-taking-part-in-this-weeks-activity-7109829073530408960-yaUN?utm_source=share&utm_medium=member_android
ATB LB
Delightful image of West Kytlim snapped from the flyover today - super super clear. Zero % clouds.
Finally the 'new patch' is fully visible to the right (still growing). Movement also observed on the the dragline.
https://apps.sentinel-hub.com/sentinel-playground/?source=S2&lat=59.53564527589792&lng=58.91839027404785&zoom=14&preset=1-NATURAL-COLOR&layers=B01,B02,B03&maxcc=4&gain=1.0&gamma=1.0&time=2023-03-01%7C2023-09-18&atmFilter=&showDates=false
There was a post earlier seeming to suggest that stripping may be underway in MT with this new TG find. Thought I'd look into it. Sorry to say the eye-in-the-sky disagrees. Still an interesting find kudos to the originator.
Here is West Nittis now. Another super clear image today. WN is centre of the image just below the black smudge. If you want to get your bearings, there is a map in the NKT CPR page 6
https://apps.sentinel-hub.com/sentinel-playground/?source=S2&lat=67.91283129158163&lng=32.74518013000488&zoom=14&preset=1-NATURAL-COLOR&layers=B01,B02,B03&maxcc=21&gain=1.0&gamma=1.0&time=2023-03-01%7C2023-09-18&atmFilter=&showDates=false
Same image from around one year ago (no change on the ground I can see - sorry):-
https://apps.sentinel-hub.com/sentinel-playground/?source=S2&lat=67.91283129158163&lng=32.74518013000488&zoom=14&preset=1-NATURAL-COLOR&layers=B01,B02,B03&maxcc=21&gain=1.0&gamma=1.0&time=2022-03-01%7C2022-09-29&atmFilter=&showDates=false
ATB LB
Rags further digging on this has lead to a disappointment :(.
Urals Innovative Technologies... although listed and looks as though it's an NN asset on their site I can't find any direct links between the two. UIT more likely a long term partner / subcontractor to NN. Scroll back to the website link, It seems the English version of the site is empty. View the page in native Russian and translate in the browser....Then it springs into life. More info comes up. Just coincidence that the picture of building shows it clad in NN blue/grey livery. The equivalent of companies house gives details as if it's privately owned.
Looks like a dead end. But they are definitely in Ekaterinburg and definitely offer pgm refinery services. Whether the output compounds are right for EUA I'm not sure. Hypothetically they could still be involved with our 'sand' .
In hindsight it was a bit of a leap. More apologies on my part due. Sorry folks.
Back peddling all round.
ATB LB
Sorry Bill - I didn't recall it completely right.
It was more that they were unhappy with the arrangement so were evaluating other options. Maybe this stopped the ball rolling.
It was in 2021 AR (published June 2022). Under the revenue section page 21.
'All revenues generated by the Group are from sale of metals, within the Russian Federation. Currently the sole source of revenue is metal sales from the West Kytlim mine. Refinery receipts record the total of metal sales with payments received for platinum and gold, at the market rate, on average every month throughout the mining season. For reasons related to the nature of metals refining the revenue for other PGM (Rhodium, Iridium and Palladium) are received when all shipments for that year have been received. The Company will be evaluating alternative metal refining and sales options to improve the revenue stream.'
https://www.lse.co.uk/rns/EUA/annual-results-and-notice-of-agm-2fhth7z5ujmj4ja.html
It was sometime after the publication of the AR when they transitioned to stockpiling concentrate only. The next RNS (Last Sept interims) mentions this being the case.
Apologies for the previous posting if it was misleading.
ATB LB
@Bill. EUA apparently fell out with EZOCM some time back due to the payment terms on non Pt products. Pt was being settled monthly. Other PGMs eg Pd/Rh were being settled annually. The unfavorable terms was the explanation that was RNS'd and the reasoning behind stopping refining WK output at their facility.
It may not be the whole story but that was what was put out officially.
ATB LB