Member Info for Mozax

That’s interesting Shearclass, I’ve not used Simply Wall Street data before but since your post I have researched and found it rather informative. Thank you for that.
Yes, it appears freefloat is far tighter than I had imagined.

I agree, a 12 month view here will give sufficient runway to see the expansion of the potential rollout in California, plus the further 500 School districts in Pennsylvania, expansion of the Pilot in Kentucky plus whatever else is in the pipeline.

My feeling is that 2023 could be a rather transformative year for Kooth.

Yes, good points.

And with Freefloat of only 18.7M, many of which will be held tightly held, buying on that announcement, or further announcements regarding expansion across the U.S., will be tricky indeed.

Worth watching the Investor presentation on the Website with Tim Barker & Sanjay Jawa.

The US is their opportunity to really scale the business.

Interesting to note our 5000K ( Currently £12,000) block buyer loading up this morning, in advance of the figures for this contract being released.

Kooth already has 8 Million NHS patients & now is making deep inroads into The Worlds Biggest Market, the importance of Winning this Contract in California shouldn’t be underestimated.

I find it deeply interesting that the app that they are developing as part of this deal will be available in many languages to cater for the multi cultural society in California.

So Kooth are effectively being paid to develop an app that can then be launched Globally, this Company has the capability to scale very rapidly.

This could be a wonderful long term hold with the potential of very nice dividends in the future.

BTC consolidating nicely around $28K.

Argo topped 20p a little while back when BTC broke $22K.

Confidence is starting to return here & Stateside & with the recent bank failures more & more are seeing a long future with BTC.

Once this starts to go, it will move fast. It did exactly the same 2 years ago, was well undervalued against all other miners, then in 3 months re-rated very rapidly.

Hold in the ISA.

Incoming this morning.

Interesting, given the backdrop in the markets.

If the State of Pennsylvania contract for 1 Year to 150K students is worth $3M then this significant Contract in California to 6 Million 13-25yr olds is going to be huge, when the details are announced.

Quite a Win for the Company against 475 other providers.

I like this bit……’with an associated highly material impact on revenues”…..

Very little stock available and I note this was 360p last year, without this win.

Lovely hold in the ISA from these levels imo.

Seems as though the selling pressure of the last few months will is over, and this is moving up quickly on relatively moderate buying.

This was heavily oversold and some shrewd investors have made the most of the drop.

There’s a great interview by ‘Malcolm’ Graham -Wood with our CEO Rupert Newall for those that haven’t seen it.

It emphasises the point that we are in the fortunate position of owning all our assets, we own the pipeline & have a great partnership with CalEnergy, owned by Berkshire Hathaway.

They are committed to a further £65M of funding for phase 2.

We’ve got the 33rd UK offshore Licensing round awards announced in Q2, these are all adjacent to existing Saturn Banks JV Licenses.

2023 could be a proper turnaround here, it’s been a very tough ride for LTH’s but let’s see how the next 6 months go.

To link up to IOG’s pipeline.

Relationship with Berkshire Hathaway & 50/50 partnership, via CalEnergy.

They’ve paid £40M upfront when they partnered with us in 2019 then a further £60M into phase 1 development costs.

They will pay a further £65M into IOG’s share of phase 2 development costs.

Seems to me that although we currently have more cash than MCap, own our assets, own our pipeline from our assets to the shore terminal and have probably the wealthiest & best known partner Globally, the market doesn’t believe IOG is going to perform.

Seems harsh as the team have gone into cash generative production in record time.

Yes, so we’ve had some challenges and the market has almost written the Company off.

However, the first whiff of good news, successful drill, improved gas flow, etc then bringing further assets online, this could really be a phenomenal Company.

Agreed, Hard on existing Shareholders, but the bounce from these levels could be stupendous.

NUVEC Patents across all major territories.
£2M cash.
£4M MCap. ????

I recall there’s very little freefloat here so any buying pressure will result in big moves up.

The Gene therapy space is where it’s all at currently, and the ability to double load siRNA into a cell with Nuvec is going to be of high interest. It’s a race!

Interesting article suggesting that Small UK Biotech Companies offer great potential.

Large Pharma’s are on the hunt especially as patents expiry on blockbuster drugs loom.

I note N4P had an MCap of £16M in the research note by SP Angel on 15th July 2021.

We now languish at MCap £4M having achieved a lot more since then.

Our First MTA with a ‘Major International Company’ is still in place.

Agreed, It’s been hard for shareholders here but the potential upside is huge from this level.

Adding more.

Is back again.

Yup, 14 x 200k, and it’s not even 9.00am.

Let’s see if this breaks upwards today.

MCap here of only £2M.

Below, some snippets from Dan Gooding interview recently.

Dissolution study.

AstraZeneca’s LYNPARZA product has already seen 2 rounds of formulation efforts to overcome some of the challenges of drug performance.

This is a multi billion dollar blockbuster product for the treatment of Cancer.

Nuformix has re-engineered & achieved an unexpectedly excellent dissolution performance which is an important indicator in enhanced drug absorption.

If NFX get an out-licensing deal with a Major Pharmaceutical Company this little Company has the potential of a triple digit MCap imo.

That’s why we’re seeing a flurry of buyers.

Starting to move again…….let’s see what happens overnight.

Hi 3D.

Buy & hold these in your ISA.

The danger of trading out over the w/e is there could be a big shift up during 60 plus hours of closed markets and Monday open proves tricky to get back in, unless you don’t mind paying a fair bit more.

I did very very well here the first time around, and with patience expect to do even better this time.

We’ll see.

Hi Karl

Welcome.

What brought you to N4P after a period of prolonged silence?

Personally, I’d really like an announcement that our long standing MTA is with a Major Pharma, and they are deepening their relationship with us……

Yes it’s a fair & accurate representation of the position and forecasts from what we currently know.

However, my ‘excitement’ for this investment is for the numerous opportunities & potential of matters not yet announced.

The scalability for production is in place, it will be the first big deal that will awaken the market, and then it will grasp the enormous potential of what Invinity has developed.

It might be that we need to wait for Mistral, or it could be the continuation of the Taiwanese order, the 255Mwh, or it could be something via US Vanadium, there are just so many opportunities.

And my feeling is that one must accumulate a solid position beforehand, as stock here is actually very tight.

Anyway, we’ll see, no rush as far as I’m concerned.

For me, another 15K at 34.89p more stock in the already bulging ISA.

The market really doesn’t like this Company, even after all the recent contract Wins & rapidly growing sales pipeline, people are still selling down.

Anyway, I’ll carry on buying those shares that the short termers are selling and find out whether my instincts are correct later this year.

6 weeks without news suggests to me we’ll have a promising update soon.