Member Info for NelsontheDog

I similarly hope zphr keep away from btc or any other crypto mining. Zphr has so far paid to be green, why then soul that reputation with producing dirty non green btc. I would much prefer the gas to be extracted via infrastructure.

Nice steady sustained rise going on at the moment - I wonder if there is news of news leaking out

Payback from the last purchase is about 6 months - amazing deal. Cash inflow of $72m pa is a fantastic backdrop allowing us to develop Paradox organically if a favourable partner deal is not forthcoming.
The only thing more incredulous than that last deal is the fact that the share price is still
In the sixes!

Wow - really positive update. The bit I am still thinking about - access to 300m of the India telcos already existing customers!

Great to see that despite buyout distractions and ipo talk, the Dynasty crew have not been distracted in the slightest from their operational growth.

£24m mcap is indeed the joke that hopefully today will just keep giving to its lucky shareholders.

Gla
NtD

First BLockbots tournament set to begin in week commencing 18th April. This is going to define the next few months for coin and Indorse token

Hi Investor
I hope you are on the right trail as regards the CPR dealy reasoning - that theory certainly fits the current situation.

In regards to timeframe, the question is what is acceptable? On the one hand, we could slowly expand under our own capital - we have positive cashflows - leads to a longer time frame for shareholders, but the wealth is not shared and over that time is all for the ZPHR shareholders - I could live with that. Or, we partner and get less money but much quicker - this also suits the US macro context of new sources of oil- but the point i am slowly trying to convey is that ZPHR dont need to do this, our platform isnt burning - we can easily take the slower route and be a very healthy company with happy shareholders reaping a large return.

I think it is very important ZPHR BOD and SH dont lose sight of the slow route - we dont need funding as some businesses do - if we are partnering to grow quicker, I want a top notch deal reflecting we are in a sellers market suddenly. I would be annoyed if we sell our potential cheap. I also think CH has this view and I believe as a result a major will be far more likely to acquire the whole of ZPHR than get a deal less than that they are accustomed to for partnering.
All IMHO of course
NtD

Mr C
Are my eyes deceiving me or did that last post have a positive sentiment attached to the last line - great start - keep it up and you can become the PDL chief ramper - lol. Cheered up my morning anyhow.
AtB
NtD

Only 2% left for SO - we have already seen more volume today in trades than the 3.6m shares he holds. I do wonder if he intends to retain from here - 2% is a very round number. Anyhow, he is off the radar now due to the low percentage and that is definitely a big change in back drop for this share.
It seems the investment case is therefore reset and given the news yesterday I can see this rising strongly from here.
NtD

jonesrichard
My preferred financial sage - I am never sure whether you live life in a rosy garden of birdsong optimism, or, a grey concrete world where your hopes are never realised. Hope its the former!
NtD

Skeletor
I am not sure this is aimed at PI's and commercial peeps. I hope this is aimed at II's where they want their relevant science SME's to get a look at this stuff. I agree it would be nice to have 2 presentations - a tchnical SME one and a commercial application one.

slide 35 is my personal favourite - one of those "what you have 30 slides - you can only have 10" - where someone just puts it all in a tiny font

Intrigued to see what is said at 2pm GMT in the presentation. I think we could go 100p today at some point but we will know soon when the US get involved.

Certainly feels like there is some hope via activity here as opposed to 3 weeks ago - both on Accustem and Tiziana.
Foralumab - seems a great drug with a good application process - a MAB which is easier to administer and therefore needed in smaller doses (making it cheaper).
Stemprinter - a fantastic product that should be easily marketed / sold.

There is a lot to be optimistic about in the products - hoping Accustem will be given enough leeway to act independant of GC thus allowing it to reach its potential.

Yes it is but Keytruda does $20bn sales p.a. and this improves it looking at initial data. 4D also working with German Merck (Bavencio) to start a cancer drug trial in conjunction with MRX. Just on this drug alone and the duke out of two major drug companies vying for the best treatment we could see a $1bn plus bid or bids. The stakes are high in this market - hence hoping there will be action soon!

Heroric
Its good for JLP and its shareholders as it shows we are progressing from small to medium to larger - in other words its a sign of ambition. Colin imho is a legend of the small caps - he can raise, gain attention and operate at that level superbly and manages within his known relationships - eg Cyprus. - I think JLP ambition is larger than Colins reach.

I am hopeful that our new chairman is going to be a known name from a big miner. This should be very positive for JLP. Leon will have to remain operationally adept as the new chair will have great experience of multi-asset management and will know what Leon working well should look like. In addition the new chairman will hopefully have a name and reputation that allows him to approach new partners for tailings globally as per the new strategy, and also have good relationships with large sources of finance. When we are being honest, that isnt Colin is it. In other words the team to take you forward is often not the team that got you there - doesnt mean they arent good, its just that the game has changed.

Agree 100% Sumoskier
Heroric, in defending yourself you say you have not told any lies and then clearly state that JLP don't have a Chairman (again) which is a great big lie. Ignorance of the fact can only be an allowance, but you have been corrected for this once before on this board. You've had that and still lie. So in summary Heroric, I must conclude that you are a liar. Fact.

The business evolves and people change in an orderly fashion - that's what is occurring. In the meantime Colin Bird is Chairman until the search is concluded.

Interim financials (to 31st December 2021) are usually the end of March - 24th last year. The operational insight is usually all in the already released update, but there is an opportunity for some post period updates. Still happy and still patient here. If shareholders are concerned that Leon doesnt have enough skin in the gain then I suggest you review his options package and propose additions to options - you dont have to own shares to have an interest in them.

Outside of the JLP BAU strategy, it would be interesting to hear if Tjate is more or less viable after Ukraine. If Russia remain sanctioned then how does that change scenarios. May justify investing, or, China investment may realise they have Russia supply and reduce China interest. I have a feeling that any reasonable cash up front bid for Tjate and JLP will take your arm off for the funds to further progress their chosen strategy.

Is there a date for Cuda news? Or is it imminent but to no timescale?

Thats like a double edged quote isnt it. Great demand even with vaccines (dont give up hope LT Vela holders), "Furthermore, should the trial be successful, we expect to agree a commercial deal with a partner almost immediately." (oh dear something is FUBAR) as the share price clearly indicates.

Not really sure why there cant be updates on SGS - if in negotiations, isnt it reasonable to allow updates. My own take is that I would add working with non-profit organisations to my working with central government section of investments to be avoided (I suspect JN has had this same thought, but who would know - Moses got more regular updates from his tablets of stone!)

i am not an expert by any means - but a bidding war? If its that then the bidders are a snail, a sloth and a tortoise!
By the by, i really hope you are correct.
I hope this isnt just being left alone - covid could strike back at any time - lockdowns in China - now isnt the time to rest on laurels as a society (imho).
Hoping for some good news soon.