Member Info for Midas14

Humpalumps - I tried again this evening and the link seems to have worked. Not sure what was going on earlier. Thanks all for the help.

Just need FAB to start ticking up now!

Thanks Humpalumps - unfortunately I keep getting the link expired message. Will have another look later this evening again.

Hello Humpalumps, I don't suppose you (or someone else?) might be able to provide an updated link to the FAB Telegram channel as the link posted further back in the chat seems to have expired. If not, never worry. Thanks.

Agree about not wanting to sell up just before any potentially transformational news hits…although I have reduced my risk a few percent. I’ve been in FAB for a while and am hoping it’ll be another successful Queens Uni spin out like Galen Holdings (which was eventually acquired by Warner Chilcott) or the IT firm Kainos. I guess time will tell.

Cheers for that Chris. The benefits are certainly there for all to see and massively out-weigh any disadvantges/less beneficial aspects. I'll just have to sit it out and see what happens. If nothing else (and provided the adage is right?) 'no news is good news'. Fingers-crossed for some positive inforamtion soon.

While I still believe FAB will come good, I have to admit I am frustrated by the lack of communication over the last 4-5 months. My one doubt (if I remember correctly from previous presentations) revolved around the fact that using Optimal shortened the antibody discovery process by several weeks (feel free to correct me if I'm wrong here) and I wondered if that was enough for a pharma to opt to use a “new” discovery system (I appreciate there are other benefits too, like not testing on animals etc)? Anyway, that said, due to the lack of news, I’ve trimmed my holdings slightly to de-risk a little (although it’s still one of my larger holdings). Hopefully we'll get some good news soon. Even a generic 'work is ongoing with NCI' would suffice!

CH - thanks very much, really appreciate it. Will do that later this evening. (Will have to pay a bit more attention to my actions on Tgm in future!)

Bit of a random question but I was a member of a FAB research chat on Telegram but seem to have inadvertently deleted myself from the group (not sure how?). I don't use Telegram cloud for backup and was wondering if anyone knows if there is there a way I can automatically get myself back in the chat, or do I need to get another invite? (Sorry, this is off topic a little).

Hoping we hear some positive news from FAB this week re: patents and the NCI. Can’t be too long now.

FAB is one of my portfolio's larger holdings and I have to admit, I'm disappointed that the share price is losing momentum, primarily (in my opinion) due to a lack of news. I attended one of the investor presentations last year and came away fairly optimistic about the company's direction of travel. I felt the presentations and discussions were open (as much as they could be) and very positive. However, at the minute, I keep having to remind myself of this and that nothing has fundamentally changed apart from the lack of news. Given I could have used some of the FAB investment cash for a few other shares which are now showing healthy gains, I hope we get some tangible news very soon and a re-rating.

At one of the investor presentations earlier in the year, I got the impression (rightly or wrongly) that any NCI contract could be worth less than some might hope for. In my view, this might be because it’s more important to have NCI ‘buy in’ than not to have it. I would imagine it’s initially tricky getting companies to be ‘first adopters’ of a new library etc and the NCI link really helps this along.

There’s been a lot of hype on investment boards etc in the run up to the Optimal launch (which is fair enough) but we have to give the business time. I would much rather have a company growing over time with solid financials than a sudden rocket and a deluge of RNS’ resulting in contracts falling through at a later stage. I’m still hopefully this will come good as it’s one of my biggest ‘individual share’ holdings. Just my view. DYOR and good luck all.

Have held FAB for some time and am quite positive about the company's prospects (my view was further supported after attending one of the investor presentations earlier in the year). Although the key OptiMAL platform is due to be launched at the Antibody Engineering and Therapeutics conference in San Diego in a week or so, I'm happy to give the company some time to see if contracts come through off the back of this. All in all, there's plenty of potential here which, I believe, certainly isn't refected in the current share price.....yet. As always, DYOR.

Bought a holding here today as I think the share is undervalued. At the risk of revealing my age, I once held shares in Dana Petroleum (of which Tom Cross was the CEO) and did quite well out of them (if I remember correctly!).
Like all equities, sometimes prices don't reflect the true value and sentiment can play a large part in share price movement but hopefully it all comes good eventually. Anyway, just my own take. Good luck all holders.

Have held RMM for some time and, perhaps wrongly (time will tell), topped up on Friday to lower my average price.
My own, rather simplistic and probably ignorant, view of the RNS is that we have a proven business in terms of the mining operation itself (with multiple stopes now open so we're no longer a 'one trick pony') but we need to reorganise legacy (and other) debts to make this work. Will be an interesting few weeks ahead bit I certainly haven't given up hope.

Tend to agree that this is a bit unfortunate but hopefully the goals/targets will still be met, just slightly later.
On a positive note, I'd still rather be invested in a relatively transparent company that explains in advance the reasons behind potential timeline slippages. In the end of the day, there are still positives on the near-term horizon, like the end of the hedge etc. In my opinion, the drop today is a knee-jerk reaction.

Have always been sceptical of crypto (due to lack of underpinning assets etc., etc.), but, during December, was thinking about buying some as a bit of fun just to see how they played out during 2022. However, after much consideration, I ended up using the money to buy some more RMM instead as this not only lowered my average price paid but I felt there was a better chance of a positive, upward movement over 2022 while crypto (in my opinion anyway) is a 50-50 gamble. Now have a reasonable holding of RMM so it should be an interesting year. Am generally very positive about the company. No bells and whistles, just steady as she goes as it becomes a profitable company. Good luck all.

Saw that this was tipped yesterday in an interview on the Interactive Investor channel on YouTube. Probably doesn’t tell us anything we don’t already know but thought I’d mention it anyway (apologies of this has already been posted here somewhere).

Have had these on my 'watchlist' for some time and decided to buy today. The main reason is that I essentially like what the company are doing re: in-game advertising as I believe there is a lot of opportunity for growth in this area. However, that said, I would also like to see the company maximise monitisation and start being profitable. I appreciate they don't have many years of commercialisation behind them, so the next year or two should make things clearer. Good luck all!

Bought a few of these on the drop as had been looking for something like this to diversify my portfolio. In the end of the day, it's still a profitable business and while trade might tail off a bit, I don't think it's going to disappear any time soon. Speaking as someone how "just about" remembers share certificates and selling shares down at the the local bank etc., I think the younger generation are well versed in the idea of investing and trading on their phones and tablets. CMC is well positioned to continue providing these services. My other thought was around the number of brokers/platforms and whether, in the future, there could be some consolidation in the sector? Just a thought. As always, DYOR and fingers-crossed we all make a few quid.

Have been watching these for a while as I think they look promising with increasing revenues and profits over the last few years. Furthermore, when looking through the top 10 holdings of some of the "UK Smaller Companies" funds, I also noticed them cropping up a few times. Anyway, due to the recent drop in price I've taken the plunge today and tucked some away. Judging by the amount people spend on games these days, hopefully they will continue their growth story. Good luck all.

Can't help feeling that there has been a disproportionate focus on the finance issue contained within the RNS, without any tangible detail being provided yet by the company. We can speculate all we like but until we hear, then that's all it is...guessing. Granted, financing is something that RMM may need to deal with in some shape or form but aside from that, I personally found the overall RNS positive as there has been great progress with moving the mine forward. With the best will in the world, businesses have to deal with delays (I know in my own industry they happen all the time - just one of those things - get over it. This is an equity investment and things happen from time to time - RMM aren't the first and won't be the last). The company have been upfront about it and, as long as there is still progress towards the end goal of becoming more financially secure and making money from the resources available, then I'm happy enough and won't be changing my position. GLA LTH.