Member Info for missthepenny62

Price still going up, glad I kept some. Crazy. Some big players seeing serious value in this evidently.

GLA!

"...mass market commercialisation is dependent on further technical development and successful manufacturing scale-up."

Mcap went up to £360m. Am sure this company will be worth that and possibly far more over the next few years but the SP has seriously rocketed so fair play to the company for commenting. I guess they had to either way to protect buyers and had they had something up their sleeve like a possible takeover then that would've protected potential sellers too.

Such an interesting share to be in, a wild ride this has been the last week or so!!!

i've got about 900k for the pot at an average of around 6 flipping pence!

if an RTO doesn't happen, the only conclusion is that they strung us along for two years in order to keep drawing salaries via placings. Adds insult to injury and would literally be criminal.

Will continue to pray for an RTO until the deadline!

GLA.

Apparently the Innova antigen test has just been pulled from use at care homes by Liverpool cos of too many false negatives previously.

If avacta are ever going to produce a test RNS, now would be a perfect time..!

GLA

Blackhopper full respect to you, consistent, level headed, informative posts that no doubt helped a few in here hang on when in doubt.

Let's see how the MM's mess about with the SP while the scaly ones fill their boots. Properly derisked now and evidently mahoosive.

GLA.

Agreed Animal, it really does have strong potential now that should see constant positive news flow over the next 2-3 years. Pinch me.

Will see you here in two years Funky - I'll even wait five more if that's what it takes!!

Definitely on the right track now, what a turnaround story this is shaping up to be.

GLA.

Full disclosure, my average is a relatively large stake at over 5p so you can imagine what it cost me!

Started buying at 14 as a desperate newbie when I had more money than sense. Was guilty of terrible confirmation bias, refusing to listen to naysayers when the water issue was right there under our noses.

Can't tell you how pleased I am with the way things are turning around here now and can finally see myself getting some if not all of my original investment back over the next few years, which is fine - as have managed to develop some patience in the meantime!

My last top up was at 0.16, the ATL, so that also takes the sting out of things a bit.

For anyone buying now I'd say this is a company that finally knows where it's going. Kazera are shedding the taint of Kennedy which is an achievement in itself.

GLA LTH, if we ever have a 5p party the drinks will be on me!

Very nice sentiment from Align here. We are literally aligned. Bring on the inflection points! :

https://twitter.com/AlignResearch/status/1329011338207694848?s=19

I plan to hold this for another 4+ years if necessary. I can wait that long, have a very expensive stake here, am delighted things are genuinely turning around. Seems they really have the right people in charge too.

GLA

Plus this stops the usual doubts surrounding the slide in SP and keeps them going for the near term at least. Hopefully their core business is now covering other costs? Definitely not a 'keep the lights on' placing anyway..!

Belluscura approval is our biggest hope of putting an end to the placings cycle here, they should get a fair amount of cash for their share possibly equivalent to multiples of the current mcap. Just gotta hope FDA do the right thing!

Well, sorry to curse this share with my 'buy' rec yday! hehe

Small raise, minimal discount, very well laid out and positive reasons for it, pointing to near term inflection points. Sounds a bit like last time tbf but I'll still be taking a piece of it.

They still sound v confident on Belluscura which I believe would see 8p become 25p in quick time. Risk reward ratio acceptable down here.

GLA!

the drop today appears pretty exaggerated considering the tiny amount of sells barely outweighed the tiny amount of buys. Low volume and the MMs doing as they please with this one. Definitely need news. Belluscura overdue by now, and as you say Salarius and Lucyd nearing revenue.

Have been rather impressed with all the activity from Guident the last couple of months too. The interviews from the CEO are interesting, it appears they know they have something on their hands that will have serious IP sale value in the not too distant future.

Onwards and upwards at least re progress if not the SP itself as yet.

GLA.

Just dropped 11p in 6mins. I don't see any big diff between buys and sells on L2 to justify that.

MMs being gits as usual hopefully nothing more serious!

Was about to post that link too! "It is hard not to get too excited" about Kazera now, initial price target 2.50 and Align seem very comfortable with that prediction.

Dennis Edmonds certainly appears to know what he's doing eh. Here's another excerpt:

"Truth is that the company’s tantalum asset is highly undervalued by the market which had awarded Kazera a shell company style valuation... Now that diamond production has commenced and revenue generation has begun for all to see, it has to be said that Kazera is now shaping up to become a far more impressive beast than it was in the past."

So refreshing...

GLA

Cracking update! Well on the way here now, been a LONG road for most here. This excerpt stands out:

"...income at this very early stage of mine development is very positive for a Company of our size and starts to put Kazera Global in a position where it is fully-funded for further outstanding growth from all three of its investments in tantalum, heavy mineral sands and diamonds."

Orange River nearing being sorted, that will be a major catalyst and finally get the company back to where it promised to be when it was at 14p a few years ago!

GLA.

Hi all,

Have to swallow my ego and apologise to FK1 and NS here. I was sticking up for this share after a recent update read well while the SP spiked accordingly. However the SP is back down and having read the results am not surprised.

Falanx need to finally start delivering contract news in the near term. They've been building up to this a long time now while the SP has been on the slide. Everything appears to be in place; their products sound good and it is indeed a hot space. However it seems they need to get out there and hustle more - can't just follow the field of dreams marketing plan of 'if we build it they will come.'

With the price bottoming out and more interest being shown in their products, things might turn around and if they do it could happen quickly. However, this now NEEDS to happen as patience is finally running out even for 'loyal shareholders'.

This time next year the SP could well be either nearer 3p or 0.5p! Am obviously hoping for the former as I'm back underwater now, but we need contracts to be signed for this to happen, not more placings obviously.

Am going to continue to hold and hope the company are finally near a genuine inflection point, but I won't be espousing the investment case until more cash starts coming in.

GLA.

New Salarius interview on Vox, very exciting project could be huge in the medium-long term:

https://www.**********.co.uk/articles/tek-capital-portfolio-company-salarius-discuss-their-revolutionary-low-sodium-microsalt-and-the-success-of-saltme--b24a4e3/

Thoughts anyone?

Thanks for the intel bigbang, saves me a job, appreciate it (phew!)

Nice update, with 30 companies interested and term sheets on the table, they'll have to try pretty hard to mess things up from here so I doubt they'd sound so positive if they weren't confident.

Let's face it, there's finally no more need to BS us as they'll be getting paid til d-day anyway and the SP is currently off the market.

What I might add to this discussion is that being an RTO into a cash shell, the due diligence of Motif should be far quicker than another form of takeover. However, the company reversing into Motif might need some time to get everything in order before re-listing under their company name.

Light at the end of the tunnel indeed. Have been holding an ever diminishing amount here for 4+ yrs and for it to de-list now after all the trials and tribulations would be depressing indeed.

If we ever see 5p (at current amount of shares) here again the milky bars will be on me!!

GLA