Member Info for mighunter

Meanwhile, FDEV have snuck out Warhammer 40,000 Chaos Gate Sequel Deathwatch via RNS this morning…

Filtronic up 25% after U.K. market close on the OTC in US!

Puretech update from Oak Bloke

hTTps://theoakbloke.substack.com/p/perfect-prtc-makes-perfection?utm_source=post-email-title&publication_id=1859293&post_id=192952427&utm_campaign=email-post-title&isFreemail=true&r=u9ey0&triedRedirect=true&utm_medium=email

6.8fold increase in bioavailability, target was 2. 10 fold reduction in PK variability

Good find Velcro, Floyd, could be a very interesting prospect.

Genuine question, have Mkango been unable to do anything any earlier owning to confidentiality and procedure of SEC processes, together with Pulawy/Songwe feasibility studies only landing two weeks ago?

From slide 7 in new corporate presentation.

- 20–25 tpa ramping to 100–350 tpa NdFeB, funding will unlock this increase in production

- Expansion to 1,000 tpa under evaluation

From the Raise document

Intended Use of Proceeds

"The Company intends to utilise the net proceeds of the Fundraise as set out below to support its growth opportunities (a potential acquisition in Germany); for capital expenditure requirements at its UK and German operations (including the required feasibility studies on the expansion of both of those plants); and working capital."

I read this as the current raise produces the "capital expenditure requirements" to unlock 100-350tpa

and that the 1,000tpa under evaluation is the "including the required feasibility studies on the expansion of both of those plants."

This is what I posted earlier…

ChatGPT threw out the following candidates:

IBS Magnet

Brugger Magnetsysteme

Magnosphere GmbH

Drantley, that would be a related party transaction and would need full disclosure in the raise docs were it to be the case.

StockGenius, not sure where you got your list.

Think Sura Magnets is Swedish, not German?

Magnetfabrik Bonn has some c.150 employees, £4.2m sounds a little light for something that scale?

IMA Antriebstechnik ... couldn't find much of use on this one.

The (potential) acquisition of a German magnet business is an interesting and slightly unexpected turnup for the books.

ChatGPT threw out the following candidates:

IBS Magnet

Brugger Magnetsysteme

Magnosphere GmbH

Option to control more of the vertical foodchain?

That's not true though is it - until it is signed and sealed under the court auspices, it can't be relied upon in an RNS and would be irresponsible for Nanoco to state otherwise.

Let's take the initial Samsung RNS as a case in point, none of which mentioned for example quantum and direction of settlement, sale of patents or anything else "highly influential." See below.

Nanoco Group plc (LSE: NANO), a world leader in the development and manufacture of cadmium-free quantum dots and other specific nanomaterials emanating from its technology platform, announces that a term sheet for a no fault settlement of the current litigation has been agreed between Nanoco and Samsung (the "Parties").

The Parties now have 30 days to agree the detailed terms of a binding agreement.

The Parties have therefore jointly requested a stay to the trial that was scheduled to commence on Friday 6 January 2023 in order to allow the detailed terms of a binding agreement to be finalised.

The Company expects to issue a further update on completion of the final binding agreement within the next 30 days.

Had exactly this alert too, didn't realise I was still registered.

Shoei have compelled Nanoco to produce material - Nanoco and Samsung Electronics and Samsung Electronics America have "conferred and agree" that Nanoco may produce the certain materials... subjective to protective redactions in favour of Samsung and Attorney Eyes only. The materials are a whole series of expert reports, depositions, and a whole series of the Nanoco objections and responses to Samsung Interrogatories.

Think this is massively positive.

Good job we have an in with Airbus…

Airbus is considering a joint bid with German defense giant Rheinmetall and satellite manufacturer OHB to develop a Starlink-like satellite internet network for Germany’s Bundeswehr armed forces, according to people familiar with the matter.

The project would aim to strengthen secure military communications and Europe’s strategic autonomy in space-based connectivity.

HTTps://seaporttx.com/press-release/seaport-therapeutics-and-monash-institute-of-pharmaceutical-sciences-awarded-up-to-15-million-from-arpa-h-to-advance-seaports-glyphcele-the-first-oral-therapeutic-designed-to-restor/

Should've read:

Largely nothing. Update is:

I understand that Spire Healthcare Group is likely to request to the UK takeovers regulator that an existing deadline of this weekend for firm bids should be pushed into next month.

An extension to the February 21 deadline for offers is not yet guaranteed to happen but sources say it is under active discussion between Spire's board and the company's advisers.

Largely nothing. Update is:

I understand that Spire Healthcare Group is likely to request to the UK takeovers regulator that an existing deadline of this weekend for firm bids should be pushed into next month.

An extension to the February 21

Useful explainer from Comparasino and worked model from Jefferies:

Think of RGD as a success tax the UK government levies on the “profits” the online casino generates – although it’s actually levied against Net Gaming Revenue – this is the revenue that passes through the casino, minus player payouts.

Unlike VAT, which you see on a shop receipt, Remote Gaming Duty is paid behind the scenes by the operator based on their Gross Gaming Revenue (GGR) – this is the amount of money they keep after all winnings have been paid out to players.

Historically, this was set at 21%. However, as of April 2026, the government is nearly doubling this to 40%. To be clear, this isn’t a tax on your winnings (which remain tax-free in the UK), it’s a tax on the casino’s business.

Here’s a quick breakdown, courtesy of the team at Jefferies, of how the tax increase is impacting online casino operators:

Pre tax hike

GGR – £133

Promotion spend – £33

Net Gaming Revenue* – £100

RGD (21%) – £28

Other costs – £60

Profit = £12

Post tax hike

GGR – £133

Promotion spend – £33

Net Gaming Revenue* – £100

RGD (40%) – £53

Other costs – £60

Profit = -£13 (so a loss)

*Net Gaming Revenue = Revenue after all costs such as bonuses have been removed.

Well good luck to you, but just so you are aware they are planning to delist from LSE in Q2.

Think you are thinking of a different Kelso. This is a U.K. investment fund.