Member Info for Minnissage

As Adam mentioned yesterday Cenkos have issued an intersting note on the Lab, strategy, personnel and projections. Worth a read via Research Tree. Interesting that the post Covid surplus of equipment had meant that VAl have been able to eqiup at a significant discount to their original projections

Been a long time since number of trades exceeded number of chats . Long may it continue!

Is that a new vid on BRR regarding the full TNBC in licence ?

The concerns being expressed are absolutely valid given that the Cenkos briefing referred to a plan to pay for future acquisitions by issuing new paper !!!

It is very comprehensive HH

Covers investment strategy, lab location and investment, acquisition strategy, drug development and competitor/comparable research landscape and values, Also restates the forecat financial position, including staffing and admin, assuming lab operational end Q1 2023

Whilst shouting at someone because they have an alternative view may be some individuals idea of a debate it does look to me like a document worthy of consultation for context. One may then decide either way on whether they consider the strategy and vision valid. Having been here since before 2012 we are in a far better position that when a a smug 'scientist' simply stated 'it bloody works'.

Don’t have the link but you can get it via Research Tree

Cenkos have issued a very detailed broker note this morning which I would urge you all to read to help inform your voting decisions

UXM - you have 9 posts to your name - 2 against 4D and 7 Val.

I suspect reaction on here suggests it might have been worth building a little credibility before wading in. For those of us who have been here for 12 plus years we have seen and heard it all before and make up our own minds

It’s bio. It’s long term with no certainties but huge potential upside that accompanies the risk profile.

If you are in it for a quick buck you’ll only get it trading the dips . So hold based on your investing judgement or get out and seek your fortune elsewhere.

There are good regular updates coming out on LinkedIn since the comms company engaged. Worth following the company and reposting to your networks.

We all have a part to play and you never know who knows whom

Intersting post from Val on LinkedIn regarding 401 and mentioning the next trial

Arthur smith sketch - you would come second !

Hi Freddie,

Your presence here is understandable given your position in Val and the potential correlation. Kidlington and Ralphiebabe are excellent posters but beware one or two operating on both boards under different aliases.

Good luck

Article on Stella appt
 https://lnkd.in/eMsQ5JZ2

It would be massive folly to hold a zoom call without positive messaging and a factual update on the full portfolio Fred. If that isn’t the case you would never schedule the call

As you say RB those of us who have been here 12+ years were party to the events and the players. Had the Group not acted G&S would be sitting with the IP in the company they set up for that reason and we would be sitting on FA.

There is no future in the past . We are in a completely different space and, as I said before, it remains just as binary as ever. If you believe in a brighter future you stick and if you don’t you fold. To continue in the same vein I’m all in !

No TDK I don't believe it's a possibility. I remain ****s deep and will continue to do so.

It remains as binary as ever. You either believe in the BoD, the appointments and the strategy and load up or you believe it’s a bust and get out. The UK markets being closed on Monday adds a bit of extra FOMO spice

It just landed PM

Woth registering at Reserach Tree. Cenkos have issued a note on the back of the half year results and modelled to end FY 2023. Also confirms the payment profile from THX assuming successfully closed