Member Info for LUCAIN

This is not looking good.

We need numbers from Segilola, soon. Even if they are not great, better something definite.

Otherwise the only way is down.

I understand what you say, topslicer, but the point is all Element's recent posts have vanished.

They were there this morning, they are not there now. Very strange. There was certainly nothing derogatory in them.

Where have all your posts gone? Have you retired, or what?

Where have all your posts gone?

So just to be clear: a company bought for £1 billion, with a process targeting AML, has basically failed.

HEMO, with a process which has not failed and is very likely to succeed, is valued at --?

Not 1 billion. Not even 100 million. About 60 million at today's prices.

The only logical response is to buy more shares, if you have the cash.

It's not about finding fault, but looking for reasons. Six weeks ago we were in the nineties. Now -- ?

What worries me a little is the thought that some of the selling may come from people whose friends have access to the Segilola drilling results.

If these results, when they come, are seen as disappointing, the shares will plunge. Make no mistake.

Somebody sold 40k this morning at 74. No wonder the price is weak.

It is now four months since the last clinical update (end October).

As a very long term holder, I would like to know what is happening. Soon.

Gold, Monday, anyone?

Ok, thanks

If this is the Artemis license, how come GGP can apply for it?

Or do you mean next the Artemis license?

Forgive me if I'm thick.

Can't raise cash when your shares are suspended, I think.

Has anybody a handle on the cash position here? I suspect they must be low, after the delays.

perhalps it doesn't matter, if all goes according to plan next week.

On the other hand, cash is king!

The major risk is that something goes wrong again and they don't actually deliver helium production next week.

It's very unlikely, in my view, but it has to be a risk until we actually are told production has begun.

Gold has just taken another hit, down over 100 points. Gold miners ditto, including THX, GGP etc.

Thing is, he has a problem. If he issues an RNS saying installation problems, the SP will crash. So he has to wait until he can say the gas is flowing.

But how long can he wait? That's the problem.

The above was due to recommend three gold miners this morning.

Does anyone know which they were?

Not THX, I presume.

Last few weeks, SP is moving in lockstep with gold price, up or down. and almost immediately.

I think there must be a substantial volume of automatic trading, however this is done - unless thousands of little men spend all day glued to their keyboards. Maybe they do. I hope it's worth it, if so.

For perspective, today's MCAP abour 650m.

Full year net profit 2025 likely 200m +. We will know for sure in a few weeks.

P/E likely about 3. Go figure.