Member Info for LTbeliever

Soup, IMO FFXS is just saying that Management needs to start delivering something tangible; some people are less optimistic than others, given the past let downs, so being cynical is not necessarily unjustified for holders who got in at a much higher SP.

In my view, all views are welcome as long as people act in good faith; the more holders we have, the better for the SP. In any case, December will be pivotal - one way or another (hope for the positive way!); it'll soon be 3 weeks since the "FDA query" RNS of 12 Nov.

TPope releases some optimistic Broker Notes but w/o any TPrice because the stock has been crushed so heavily; I guess this will change in a few months once there are firm cash flows to base such estimates on.

A lot of stock overhang from previous placings @0.045 and 0.036; these tend to put a lid of any SP rallies, given the dearth of any numbers as to Revenues/Cash balances etc; December should prove a pivotal month, as AFS to eoJune 2025 should be released, with some numbers on cash b/ces etc; then Interims by early April which will give a much better picture; if we get to January without any surprises, IMO the SP 'd start to recover; in any case, at a mkt cap of 6mln, any cash raising would be both minimal and very small dilution-wise (that's the worst case scenario, anyway).

But the sector is doing well, demand for metals should rise, SAfrican political risk is going down and the economy should also pick up, making investment into a Minerals play in an emerging market less risky and more attractive.

They don't need to buy; they already have plenty of share options @1.5p.

https://www.lse.co.uk/rns/XSG/grant-of-options-5fzyfx0nwt0w7hk.html

I think by March, interims' release, the turnaround will be obvious; Unipart is heavily promoting TED's equipment, have a look at their LinkedIn posts y'day and earlier; they are investing a lot of resources in the global rail sector (market promotion / expansion etc).

The below is from late 2022, it's the last RNS issued NOT at 7am and not related to fund raising releases; anybody remembers why this was issued at lunchtime?

https://www.lse.co.uk/rns/NFX/nuformix-hoping-to-initiate-discussions-with-major-pharma-in-2023-wlidyte7qa0cz3f.html

Hopefully, waiting coming to a close soon, given the 2 big trades this midday?

Let's see if they will have anything noteworthy to announce by the time of the AGM, in 2-3 weeks.

That's our fallback, if ODD is not issued :)

Easter island? Sure, we may as well throw Pitcairn islands in too. :))

Nice guess!

Good but insufficient growth, good margins; still at B/E level but with TED's revenues rising (thanks to Unirail's contribution), this year should be a positive one.

If it "unfolds" we may all meet in actual Galapagos!! "NFX investors' cruise" :))))

We've been getting oper. updates every couple of months or so, so maybe something this week?

Thanks for correcting Big_K; disparaging comments welcome :))))))))))))

Almost 3 months since the last RNS on the subject.

Seems that people are more eager to criticise other posters, rather than contribute by making arguments in favour of or against something. IMHO

Why'd people waste time searching/researching (even if "AI slop") when the rest here will not appreciate?

Combi-therapy is better than mono-therapy, does anyone have arguments against this conclusion? Thanks again Big_K.

Maybe not NFX specific, but we got the gist of the pluses of combi-therapy; now let's see if Dan can actually deliver!

Thanks Big_k; great info, just 1 question pls - why are you referring to dermatology? I thought our goal was treatment of idiopathic pulmonary fibrosis ("IPF") and autoimmune-related interstitial lung disease ("ILD").

Soup hi, you had mentioned a couple of weeks ago that metrics/financials will be different now, compared to NFX's past presentations, because the Co is aiming for combination therapies; can you please shed more light on this one? Is it better for the Co eg because it has a greater chance of success / more potential partners / something else?

Soup, thanks; I was referring to the "look" etc, which must have taken time n money; the content is the same, of course; so why bother to update the overall website, was my point?