Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
The last two sets of results Redeye have downgraded their “expectations” a week or so prior the release.
So is the investment case progressing as expected OR is it progressing according to Redeye’s some scrambled together downgraded numbers each financial report.
Is there any other broker out there that can provide an independent assessment of the smarteye investment case as these guys are paid hacks who have lost all credibility.
😂😂😂😂 so you been investing in AIM for 10 years but only now you think AIM is an open casino and the house always wins. Obviously a very slow learner!
BTW if you actually listened to the last interims and read the annual report you will realise that the company has stated both dilutive and non dilutive funding options are always being looked at by the company!
“ Hope SEE are taking note & reducing costs where appropriate.”
Why?
You have a company that’s business plan is to fund interior sensing development from Auto profits which they are not making and won’t make for another 12 months at least.
It is paramount that SEE invest now for the next phase of rfq for DMS/OMS from 26 onwards.
Both companies have secured the lions share of DMS through to 2026/27. It is the next phase of rfq wins that will decide how successful each of these companies will be. Not investing in growth now is poor management.
“ Convertible Bond Investor agrees not to sell Ordinary Shares (or any interest in them) nor engage in any short sale transactions in Ordinary Shares (or any interest in them) of the Company during any relevant calculation period, subject to certain exceptions.”
It’s basically the same rns that was released this time last year for CES. It is a notice for investors of what the company is doing, not an advertisement for people to come visit them!
Launch of Gen3 will warrant its own rns as it is a significant material event for the company. People would moan if it was buried in that rns as poor marketing!
PM has stated clearly that it will be launched at CES!
Platforms get licenced as much as single agents. Makes no odds either way.
"The largest share of in-license deals into big pharma happen at platform and discovery stages. These are often the riskiest but provide the partners substantial support and control over program development. Deals signed at these earliest stages saw median upfront payments of $42 million since 2022.
• 29 biopharma R&D licensing deals were signed year- to-date in 2023 for platforms and discovery programs in an otherwise quiet year for dealmaking. Full-year 2022 saw 84 early-stage deals with big pharma."
Suggest you go and read JP Morgan biotech research. They regularly provide notes. Plenty of evidence there of the type and value of deals done in this area. Oncology licencing is high on the agenda for large pharma. $11.5b in upfront payment and equity in 20/21 for oncology programs
This is a good start.
https://www.jpmorgan.com/content/dam/jpm/commercial-banking/insights/life-sciences/JPMorgan-Q1-2022-BioPharma-FINAL.pdf
This is ridiculous comparison. If you bought in at the SEYE placement early 23 you have done well as a SEYE shareholder. Problem is you were a shareholder before that you are significantly down on your investment and have been diluted as well. The placing at 30kr or whatever it was is why the gains look so significant.