Member Info for Newuncle

FWIW from Valrix CEO previously:

Does the collaboration with PYC indicate that you value VAL201 in excess of £100 million as you

mention a 6% funding deal that is capped at £6 million.

Do you think this is a realistic valuation and would you think it’s achievable within the next 12 months

or so or is this £100 million + something that you would expect over a longer period I.e. a number of

years?

The agreement with Physiomics plc provides for ValiRx to pay up to 6% of net revenues for any income

related to the further development of the VAL201 peptide by a third party. The total payable is capped

at £6 million.

The intention of the cap is to limit the ongoing liability and is a reflection of the potential “value-add” of

the Physiomics technology. For sound commercial reasons, we cannot speculate on the value of VAL201, nor when it might be realised.

A typical biotech deal consists of an upfront payment, milestone payments and a royalty/revenue share.

Depending on the nature and type of company involved, the quantum, frequency and bias between

these three factors will vary significantly.

35% premium to current share price

Looks good to me

Https://ionicindustries.com.au/energy-storage/

Must read for investors

Someone explain to AHS that all those people he green boxed are not trolls or owned by him or out research by him etc etc, we just sick of his I know better than you attitudes here and how he wears his long term service medal so much.

Plenty on here still holding, just not posting.

There is a difference but clearly not in AHS's world.

Last two trades, a sell at exactly 1.30 and a buy at exactly 1.45

Unusual fwiw to not be trading inside the spread as they were all morning.

134 to sell v 142 to buy

You can still buy these golden nuggets for just 1.42p.......so cheeeep

I think the market hasn't quite realised the massive significance of the above news released last week.

So many updates due on many fronts here;

1 Court case judgement or early settlement (licence with Maxwell/Tesla)

2 New commercial orders coming in weeks

3 New Distributors on boarded

4 Joint Venture with Ioninc for exclusive new global products

And that would make the ionic cpx JV incredibly valuable ......many, many £millions

Wobble that ft RNs from may 22 is now very relevant to cpx .... These products via ionic could be huge, absolutely huge........thanks for the reminder

188 Thanks, for now I will stay in the shadows here and speak only when there is something of substance to discuss (ie after any RNS updates are released).

Magnum, you just summed it up, 80 plus posts and for what exactly? Nothing except back biting and endless chatter on nothing much. hardly surprising considering our dear leader and his attack dogs savage anyone posting antything don't agree with, no matter how right those posters are. I know many who have given up on this BB completely now as a result. It acts like some kind of old members conservative club and hates outsiders of any kind or sort daring to speak because they are not our kind of member blah blah blah and effectively black balls them. Hence you end up with 80 posts today and most days here saying FA in reality.

80 posts

60 posts

Purchase orders are anticipated to be received in the coming weeks.

Not months, weeks......

Graking,

That RNS contained so much more than you say it did. Did you miss those other bits perhaps?

50 posts here today.......

From Early November

Funded even on current run rates. Whilst the revenue run rate for October is in-line with our current expectations, the run rate for the first four months is indicating revenues are likely to be below our current expectations, which were formed under the previous management. Unfortunately, new CEO Lars has not yet completed his sales pipeline review and so we are not able to update expectations against which Lars will be benchmarked. In cash terms, the R&D tax credit should provide the company runway all through FY24E, even at the current run rate (eg, cA$5m for FY23E based on current run rate).

However, we believe revenues will start to accelerate in CY24E with Lars’s new sales and distribution strategy and appointments start to bear fruit. With the turnaround showing its first green shoots, and potentially significant upside from IP infringement, we believe the future is looking increasingly positive for CAP-XX.

Just reminder fwiw, from early November.....clearly CPX has a new CEO that delivers on his promises here.

CAP-XX continues to build new sales and distribution capabilities with further appointments in final negotiations.

Importantly, these are commission based and trained in relation to CAP-XX products and the company expects results to progressively build through CY24. - Product portfolio continues to progress: DMH product samples are on track for delivery by end of the calendar year, with first orders in hand for the new year when commercial production starts.

The 3V product continues to be evaluated by several potential large volume customers and CAP-XX continues to expect design wins, with initial orders expected in the first half of calendar year 2024.

The cylindrical SMD device is continuing through development trials and CAP-XX anticipates design wins through the remainder of 2023/24, with full commercial production scheduled for 2024/25.

Pretty sure mucker is a character known as Pwhite from advfn, notorious troll with identical style of writing.

Ignore