Member Info for missthepenny62

It is a real pity that EVG may now be associated with 'pump and dump' antics. I'm a LTH here and did not sell on the spike because I firmly believe the science has such huge potential. The company is competently going about its business and as for talk of a placing, while it is always a possibility (just as it is with pretty much every company on AIM no matter how their position appears!!!), a positive readout may well not only lead to a genuine rerate but also to further none-dilutive funding options. GL to all LTH and for those who got impaled on the so-called spike, I think the potential on offer here merits a much higher SP anyway so I hope you can keep the faith in the meantime.

Another excellent interview hot off the press today. Looks like right now is the time to buy. My jealousy of PIs getting in at this level is tempered by the fact Larry is overseeing a serious turnaround, making KENV finally fulfill its undoubted potential. The only way is up from here IMHO: http://www.valuethemarkets.com/index.php/2017/11/21/exclusive-interview-kennedy-ventures-ceo-larry-johnson-lsekenv/?utm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork

Good recent interview with Larry here. He makes a lot of positive points and backs them all up too. That Baron bloke seemed pretty pleased after his chat with him, in which Larry confirmed they couldn't release figures due to having signed an NDA. Throw in the expanded JORC and it all sounds "extremely exciting". Anyway, I'll leave you all to make your own minds up, but at this price it's a steal IMO: http://webcasting.brrmedia.co.uk/broadcast/5a04676d2be9fc7f4f905832

2m10s into the interview: "Billions... Say no more!" https://www.youtube.com/watch?v=_V3zfV__SDg With a market cap of just over �10m, and their cosmetics equivalent of a phase 3 trial only taking about a month and looking to be ready to hit the market with a commercial partner almost immediately after, I topped up today. Q3 2018 isn't actually that far away when you consider what's on offer here. GLA.

To be fair to Liverpool City Council, they lent them a large amount of cash during the austerity crunch, the only condition being they remain in Liverpool. Redx then moved to manchester instead, and didn't repay the loan on time - in fact they didn't make a single payment. LCC gave them an extension which Redx still didn't meet. Redx then did a big fund raise and STILL didn't pay LCC back. Talk about taking the proverbial. Redx only made noises about repaying the debt once the LCC were forced to take action. The council could be heavily criticised by constituents for not having done otherwise. All in all it was a total disgrace and I'm very pleased to see those responsible have been removed from the company. Like you say Boom, the past is past and it's time to move on and look to a brighter future. I too am sorry to see the Carb-X cancellation (although yes there may well be some value from the sell-off) but if anything the company had its eggs in way too many baskets to begin with and that's how they ended up in administration in the end! We now have cash and clear timelines - unusual attributes on AIM! Ian Ross has experience of turning tricky situations around and the new CFO is clearly a cut above those he is replacing. Nobody has any idea what the SP is going to do but today's release should help prevent a crash at least. GL.

After the nightmare of being delisted and risking being take down altogether, I am very happy with today's release. It says exactly what most understandably disgruntled investors wanted to hear: Positive BoD changes, a more focused pipeline, a strengthened balance sheet, reduced costs, and so on. Obviously losing BTK is a negative, but now I am hopeful that the company will be much better managed than before, because they have had one heck of a wake up call and this is a rare second chance. Onward and upwards. Will see how the SP reacts today and average down accordingly, with hope that the 'milestones' mentioned today will be met as the company moves along their 'cash runway'. Very few pharma on AIM have such a runway and we should ideally be in phase 2 trials with the lead candidate by then, while other positive news may happen in the meantime. Whether I'm right or wrong, at least it's a second chance! Anyone else here planning to increase their holding on a dip this week? GLA.

Hi all. Sorry to piddle on anyone's strawberries, it is indeed great news and more good news is to come. Congrats to those LTHs who held on. However, why did they do a placing at 2p just a few days ago? They must've known today's significant drilling results at the time. The only answer I can think of is a boot filling exercise at 'mate's rates' before letting the news drop, thereby further diluting PIs' holdings in the process or even worse nudging some of them into finally selling. I kept hold of my shares so am happy about the news but I have to question the timing of the placing. If I'm being too cynical and anyone has a valid explanation then I'll be happy to hear it. The 2p placing shares went onto the market yesterday and today we have a genuinely transformational RNS. Anyway, enjoy the rise (it should at least double on this but it's AIM so let's see), and commiserations to those who gave up due to Monday's placing as I know quite a few investors can tend to react that way. GLA.

Excellent post x54v. Recommended reading, too bad we can't pin it like a tweet ;-)

Today's RNS seems to be good news as it sounds like our shares should be back on the market sooner rather than later (though at what price is hard to say at the moment). Mistakes have been made, that's clear, but the company now has a rare opportunity to make up for it. The pipeline certainly still has value and the BoD will probably be as careful with the purse strings as anyone on AIM after what's happened! At the moment I expect to average down as there's bound to be an initial drop. But despite selling a major asset, they still have other key assets and will be debt free and surely extra careful from now on so who knows what will happen if the science progresses as hoped. GLA!

No idea why the dip Tino. A wee shake of the tree before news perhaps? Watched the presentation and was convinced, am invested now - especially with the near-term catalyst and road to market. Very low mcap considering their pipeline. LTH. GL.

Been holding here for a while and am as puzzled as anyone as to the constant fall in SP, it really is undervalued at this price IMO. I've become sort of resigned to it for now. However given the phenomenal RNS today, it still hasn't shifted! Manipulation? It's a strong buy at these levels for me. Am LTH anyway, but it's still not nice being underwater, although I know many here are deeper than me. GLA.

Not so much shooting the messengers as wondering, if they're invested here why run down the company? Just sell up and move on. And if they're not invested here, why are they posting negative speculation unless they do indeed have an agenda? Whatever the pros and cons of this company are, we'll find out sooner or later and it will subsequently be reflected in the SP. Right now if I have to chose between the words of an experienced and respected CEO living and working on the site, or a few disgruntled BB posters, well... Good luck either way!

And that's assuming he is honest. Of course someone in his position can like what they see but report back with sthg negative, buy on the subsequent drop, then provide a further positive update and watch the SP soar. Or vice versa. Hence the importance of DYOR and not relying on the views of a fellow investor. However, like I said he is the only one we know of who is actually going out there, so hopefully the Baron has a lot more about him than some of the duplicitous 'rampers and derampers' that can occasionally be found here and on other forums. Personally I prefer Twitter these days as there's less bickering there. Many here are underwater but as things stand the fundamentals appear as strong as ever, we just have the baggage of GC having previously been misinformed to carry with us until hard facts and figures are finally released. I honestly don't think the lack of personal response from the company to irate shareholders' emails demanding sensitive financial information is a reason to sell at this stage. In fact I might be more worried if they were releasing figures that way! The last RNS was lacking in such figures, but the CEO saying that KENV has the leading tantalum mine in the world with a well priced long-term offtake agreement for everything they can produce, along with the promise of a lithium jorc (having already confirmed a good grade of it is in the ground there), makes this share look very much oversold and undervalued at its current year-low price. Just IMHO. GLA.

If baron likes what he sees , he'll buy more then share his views after, and if he doesn't like what he sees then he'll obviously sell first then tell us after. And that's his prerogative, as he's the only one we know of who's actually making the trip all the way over there! But either way I'm not going to base my decisions on one man's opinion, although it will undoubtedly help the SP if he reports back with sthg positive... GL either way,

Judging by the most recent results you'd have to assume either a placing or a deal being put in place to avoid such a thing. However AIM typically overreacts to placings, like they're the bogeyman, and I'm sure if there is any placing here it won't be to keep the lights on, but rather it will be to help them take the final few steps to enable Angle to not only enter the market but dominate it and be the leading brand in a multi billion dollar growth industry. AGL is actually already generating increasing revenue and the cartridges provide long term profits too. I just hope that if a placing is required after all, it happens sooner rather than later because anything under 40p is a disservice to LTHs here who know the potential of this amazing product and didn't even sell at 80p, such is their faith. Sell at your peril, we're always one new release away from a rerate with AGL. GLA.

MMs cottoning on before most PIs do? One reason we could do with an RNS is so they can explain any significant developments in layman's terms instead of leaving PIs to scrabble around jargon-heavy tech sites to try and find out what's going on! It's unusual for a holding company to avoid releasing positive news about one of their holdings! Usually the other way around no? At least it allows those ITK to top up accordingly before people finally twig... GLA

"The Joint Administrators are working with the Company's advisers on proposals to rescue Redx and return the Company to the control of its directors, with the intention of lifting the suspension and restoring trading in the ordinary shares." Keeping everything crossed indeed! Having the trading suspension lifted is obviously the best outcome here, even though of course the SP will drop on reopening but AIM is a waiting game - just means we'll have to wait even longer than usual for our holdings to recover. But if they can't come out of administration it's doubtful PIs will get a penny back, which will IMO be a disgrace. To be fair to Liverpool City Council, the only condition of the loan was that Redx remain in Liverpool and make their interest payments. Redx did neither, even after raising £22m and a deadline extension! The council have to answer to their taxpayers especially in the face of 'austerity' cuts. If Redx do hopefully resume trading I expect to see some changes at the top to help restore confidence after this mess. GLA

It appears they're due to present, have published something and have also filed for a patent whilst all this administration business is being sorted, so the science side is still keeping busy at least! (just google redx pharma news filtered to last 7 days and hopefully you will see the relevant links). Let's hope some of the existing ii's stump up the 3mil, albeit at a discount. This will have been a real wake up call for the company. If it all gets sorted out ok, I'd imagine there's still bound to be a big dip as the situation has dented pi confidence I'm sure. I guess I'll be ready to mop up and then hope for a recovery - I certainly won't be selling at the bottom considering their pipeline potential anyway. Just have to hope for the best I suppose! A very sincere ATB - it should never have come to this, though I guess that's the name of the 'game'.

Nice dip in the price lately. While DNL has Infacort and Chronocort on the way and being prepped for sale - I think tucked away in their pipeline is something with huge potential (along with FUM's magic gel): A non-toxic oral testosterone pill! The only thing stopping almost every man over 50 from taking TRT these days is the fact that steroids seem shady and require a big needle every week or so, or on the other hand taking a pill that does real harm to the liver. DNL's proposed drug will be a game changer and could go way beyond profit predictions for any 'prescription only' market. All IMHO of course. As always, DYOR. GLA

This is excellent news. Have just topped up too. With this acquisition they will essentially be derisking the project while waiting for the original land lease. They'll still need that for a bigger and better located smelter, but this move means they will be cash generative in the meantime! As I've said before, IRON is currently the best chance of 'buying at the bottom' I can see. Each to their own but am very happy with today's RNS - provided the acquisition goes through as expected (which if it does - and it should be soon - will surely be a positive inflection point). GLA