Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Gambier, You have really called exi very poorly for months .All its done is constantly go up despite you saying how bad it is. Nevertheless, today I have sold up and taken my profit . Your latest post regarding the Moscow Times means I'm no longer prepared to take the risk , just in case. I'll revisit in the New year.
1st director sell ever I presume ? Non exec, so cant read much into it but its not exactly the sort of news to make investors very happy!! Amazed he would sell just before news...we shall see
Hi Matt, Yes, I bow to your call on Hcm. Its proved to be an expensive mistake so far.I'm still fully invested in it and will start adding some more with news expected. On Bltg it seems its up with events but like ncc, it could take off so I'm pretty happy to keep adding with the legislation added of us.
Yesterday' s webcast was impressive. Feels like there will be very good growth ahead although surprising the previous resulsts didn't show better growth for a 'world leader' . Nevertheless , with the big push in the US where only 40 out of 1000 Fortune companies use BLTG , there should be very strong revenue growth with all the legislation coming into force over the next few years. I'll continue to add , albeit slowly.
I think he told us at the agm that we'd get the data news at one of the autum conferences.So I'm expecting that news in October and really that should kick start this share price which as been awful to data on Nasdaq.
Well, clearly the prospects for savo are looking pretty good. Azn seem to pretty happy and hcm want to get a bigger share of future royalties so committing another $50milion..suggest the data from the trial is going to be very good. Only negative I can see is no mention of early NDA possibility based on phase 2 rather than phase 3. Perhaps they will touch upon that tomorrow.
Matt, Still here, busy trading away in my day job . I made it to the agm....was quite happy with what I heard and have added since then . Obviously ,the only thing that is going to move this are the savo trials in the autumn .Not much to say till then.
Ok , I'm mainly interested in the pipeline of news this year and how confident they are and why the drug news has been slightly delayed. Will catch him on his own after the meeting rather than ask during the agm. They tend to be much more forthcoming in one to one's so don't rush off once the agm meeting is over.