Member Info for nlondon1234

RNS but just a holdings one.Griffiths increased his holding.At least the management's options granted aren't a huge number and aren't in the money until 20p.Keep the faith!

Just speculation really.Good or bad thing?I'm still with my underlying thesis for investment case, but could this be a good thing, due to more experience organising finance or something?The market is within its normal volatility though so i guess it doesn't see it as majorly bad news.

Can't find it on the lse page here.

Wouldn't it be farily odds on Rio?I forget exactly but haven't they been involved with testing jay's ilmenite before?

Rock on Jay!Well done Rod!

lse.co.uk's algorithm at work again.

Well i'm happy we have underlying revenue to back up the sp and interesting, reasoned discussion and can learn stuff from each other.Otherwise how do you get better at anything.

Plus not hundreds of random rampy posts all of sudden everyday that shine no light onto the underlying business fundamentals and trends.I'm willing to wait and see how things play out.

Cheers for sharing your research.There's no way you're getting me trying to make head nor tail of a governmentalese white paper.Sounds interesting.

Good volume today for a change.C4xd must be one of the most thinly traded aim shares usually.

It was pretty much a given the licence and built into the sp since the start of the rise at 8p imo.

Yes.Great news.The broker note from a couple of months ago put 20p if i remember correctly.However as can be with aim - (anything between 2p and a pound in the next 2 weeks lol) - could be much higher.

Some cfd\spreadbetting firms don't have to pay stamp duty do they?Could be that.I can never work out these tiny trades in relatively obscure shares.I thought they were trading212\robinhood type treades originally.Now i doubt that as most of those outfits business is from household name shares i would assume.

Hi oldtramp.Cheers for the welcome.Although, personally i don't know whether the article is good for simec or not.I have no specific engineering, renewables development\financing experience and i don't know anybody who does to be able to form a sound judgement.

Good news Boris has presented again on the global renewables agenda re : job creation\growth

https://www.bbc.co.uk/news/av/uk-55288879

My personal view re: brexit, if we have wasted this much time brexiting.Let's go for it!

Fishing is not an issue.'State subsidies' wouldn't be subsidising a failing industry or undercuting other nation's\steel producers like China did with its steel dumping on the us market a few years ago.

China\Germany\Japan even South Korea have done very well since ww2 \(in the last 20-40 years for China) through 'subsidising' the right industries.South Korea's index have particularly had a stellar year this year.It takes time.. but anything worth doing does.Value, growth and new job creation isn't done overnight.

Silicon Valley venture capital has created so much wealth, which has 'subsidised' (and stopped bankruptcies) many successful venture capital projects, which have since been publicly listed for multiples of billions.That wealth has been re-invested.

So we need to promote high margin manufucturing like Germany does (can't yet be offshored to Chine - but give it time!) and our own 'Shoreditch Valley' etc....

So much money is going into renewables.It is a bet but spread your bets and you will surely come out with some gains if you give it time.Volatility is an investor's worst friend.

The added unfairness is that the EU can subsidise individual countries (ranging from small to large gdps - including France) still through the european central bank.They already do.I'm not judging either way.Germany benefits from being able to sell their high margin manufacturing products to EU countries with a lesser GDP like Hungary!

Fair much?A deal that May could have got a couple of years ago...... why not just stay in?

I wouldn't worry but who knows i sppose?Good old global quantative easing and every western government printing money like it's going out of fashion helps.

Biden is hoping to promise much more for renewables.It might even help in terms of growth.Public spending etc...I don't know much about Keynes but isn't that part of the whole Keynsian economics thing?If we go bust so will the US and and EU and who knows who else operating the printing presses at top whack.
And if everyone's in it upto their neck now globally.

Ah well.It is good to have the revenue to back up the company's sp.

I would be worried if we didn't.And the research and equipment from the modern water merger to get a real headstart on real time water monitoring with the microtox boxes.

I see us as having a headstart there in terms of the years developing microtox boxes and the ai research done by rinocloud years before covid arrived.

I'll start worrying if the board starts filling up with numerous £10 next week types.

Thanks for posting Bella and Guiseppe.I had heard about the virus passing to mink or something similar a while back.

Unfortunately i wouldn't be surprised if there a few twists and turns to the horrible covid story as it came out of nowhere, to most people (excluding Bill Gates and i'm sure a few less well known scientists, who have been talking about the pandemic risk for a long time) and nobody paid it much heed to the risk (in the West) anyway for a fair while even when it had been identified in China.

Yeah apparently a bunch of value-based hedge funds got seriously burnt on the last vaccine first approval news.

Still needs official fda sign off which is in a few days though i think?I'm hoping for a positive reaction in the next few days\weeks.

Could be some delayed sells and some slicing before the bigger news drops hopefully.Fair volume but held up alright.Not totally decimation!

However Brexit issues too maybe but i can't really see it.UK- EU airlines have arranged to continue flying and vls still have a way to go before supplying them anyways!

Yale articles found through google news during last week too when searching wastewater epidemiology.Haven't checked for a while and even mentions in New York they need more localised means to test as the teststhey are doing in the main sewer treatment facilities cover big local populations.

Let's hope it's poitive for the microtox boxes.I bet covid will throw more than one more curve bacll unfortunately.

https://news.sky.com/story/covid-19-scientific-breakthrough-in-monitoring-infections-through-wastewater-12154189

What do people think?Mass testing is obviously super expensive and can't be carried on forever.

Vaccines don't last forever and wastewater epidimeology seems to pick up small numbers of asymptomstic cases in a local community.Thus being able to keep track virus resurgences early/

Some folk might not get the vaccine, some it might not work on or work so well or for so long.There are bound to be some cases even after vaccination as it's not 100% effective and they're vaccinating hundreds of millions in the USA alone.And we know how quickly a few cases can spread as it started with 1 cases in Wuhan i'm guessing.

We did ghet an RNS on 23 Oct about international interest in US, Japan, China, Italy, etc...

Watched the interview too.All fingers and toes crossed.Here's hoping.

If the Invidior trial results are positive, that must be a positive in terms of future milestone payments.

Plus if one of the other pre-clinical platform molecules similarly gets taken up by big pharma, then surely we are really off to the races.How much lower can the company's mcap realistically go without going bust?Don't answer this!haha hm

At least another 15 mill recently funding should give them some money to get working on progressing a proven successful drug discovery platform.And if that doesn't do it.I give up!!