Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
https://research.equitydevelopment.co.uk/research/signs-of-recovery-now-apparent-1-0
Fair Value 676p....currently 97p....
Rerate will occur, just a matter of time.
More buyers around than sellers today.
That's a good sign ;)
Liquidity events will very likely lead to the potential of special dividends, straight from the CEO in December.
Its the perfect pension fund.
Just hold for the divi's. Ideal. IMO
43% of LEAP.
30% of Factom.
Someone wake me up.....
Thats a very good read on EMMAC.
Cheers!
This could drop any time....exciting to say the least amongst many others!
Strong Buy.
Always good to note the CEO's previous comments on liquidity events and special dividends.
You would have to be holding to take advantage of this, and it 'could' be a whopper.
One of the best Long Term holds on AIM. IMO.
Huge value from here. IMO.
Off you pop if you cant see it.
Looking at very basic figures, and partners. LEAP's value at 43% holding to FFWD is multiples of the MCAP here ALONE.
Its that simple. Then we have Yooma, 1400% increase in Factom holding shortly, EMMAC, Portage, Juvenescence, VEMO
30% of Factom is mind blowing.
EMMAC about to list on the NASDAQ.
Plus many other, doesn't take a genius to see just how undervalued the SP currently is, its still lower than the very base audited NAV, which is long out of date on LEAP.
Absolutely huge. Its that simple.
https://news.lenovo.com/pressroom/press-releases/lenovo-enhances-portfolio-of-education-solutions-to-meet-evolving-demands-of-hybrid-learning/
Lenovo is partnering with world-class software developers and content creators to provide students experiences far beyond the confines of their desks in the classroom or at home. These apps and content come pre-installed:
Veative Limited – Veative Labs, a leading provider of immersive learning solutions, developed this application specifically for VR Classroom 2. It features 40 VR modules including science, mathematics and virtual tours. Users also have option to upgrade to Veative Lab’s full library of 550 interactive STEM modules either on Lenovo computers or on VR Classroom 2.
VICTAR VR – Dev Clever, a leading developer of mobile and immersive experiences, has developed VICTAR VR, an integrated virtual reality careers platform. The platform is designed to engage with students using interactive environments to gamify the journey of self-discovery for young people as part of career planning.
Wild Immersion – A virtual wildlife reserve that shows animals in their natural habitat through 360° immersive experiences. The videos are self-guided activities, where students work independently to experience the wonder and awe of animals, as well as come to understand the challenges of nature conservation.
Due to the 2 pieces of massive news on LEAP & EMMAC, NAV is likely to increase significantly, and can see 20p+ being breached quicker than we all think.
I get the feeling things are moving fast with LEAP....so exciting with the size of the holding. Absolutely monstrous.
Cardiac and Vascular Patches
Development of the large bore vascular graft was the most technically challenging of the initial two products in RUA Vascular's medical device portfolio. The technology developed for the grafts has now been applied to the coronary and vascular patches and a manufacturing method designed and developed that can produce patches of the sizes and characteristics required by the market. Prototype patches have been manufactured using the new and novel method and the regulatory pathway will run in parallel with that for the large bore vascular graft with commercial launch anticipated around the same time.
Commercial Implications
RUA Medical Devices, the Group's end-to-end contract developer and manufacturing business, will be the sub-contract manufacturer of the devices developed for RUA Vascular. Over the last two years, RUA Medical Devices has made substantial investment in its infrastructure and clean room capacity in anticipation of the need to manufacture medical devices both for third party customers and for RUA Vascular. RUA Medical Devices is currently at no more than 33% of total manufacturing capacity and, as a result, little additional infrastructure or overhead will be required to manufacture and commercialise the RUA Vascular products. Initial costings of both grafts and patches indicate a gross margin potential of between 70% and 80%.
It is the Group's intention to bring its patches and grafts to market through a combination of distribution and OEM supply agreements. It is anticipated that negotiation of these commercial agreements will be further progressed at the same time as regulatory testing is being undertaken with the objective of enabling commercial sales to begin as soon after regulatory approval has been granted as practicable.
Further updates will be provided on each of the Group's vascular grafts and cardiac/vascular patches as appropriate.
Bill Brown, Chairman of RUA Life Sciences, commented: "Achieving design freeze on this important product line is a major step along the path of creating a profitable medical device company and moves the RUA Vascular business from being an early stage development project to a later stage business with near term revenue and profit potential."
RUA Life Sciences Plc
("RUA Life Sciences", the "Company" or the "Group")
Significant Milestones achieved by RUA Vascular
RUA Life Sciences, the holding company of a group of medical device businesses focused on the exploitation of the world's leading long-term implantable biostable polymer (Elast-EonTM), is pleased to announce that its subsidiary, RUA Vascular, the business which is developing Elast-EonTM sealed vascular grafts and cardiac/vascular patches, has recently achieved significant milestones for each of these products on the path to early commercialisation.
Large Bore Vascular Grafts at "Design Freeze"
The three key design inputs for the RUA Vascular large bore (18mm to 38mm) vascular graft project were:
1. The elimination of animal by-products;
2. Improving on the permeability and porosity claims of currently available market leading products; and
3. Improving handling characteristics and surgical feel.
During the development of the Elast-Eon™ sealed large bore vascular graft, a number of different iterations were produced, each adding to the know-how and intellectual property relating to the thin film polymer sealing of a vascular graft without the need for any animal tissue.
Subsequently, a combination of animal pilot studies and bench testing have demonstrated that the thin film polymer sealed vascular graft is indistinguishable in handling and needle/suture acceptance from the currently available commercial collagen and gelatin sealed grafts. The latest animal pilot study demonstrated that on release of clamp, allowing blood to flood into the graft at normal blood pressure, no leaks were recorded and bench testing to the ISO7198:2017 standard measured the water permeability to be significantly below the market leading animal by-product coated grafts. In addition to achieving the three key design objectives set out above, all other design inputs have been met to the satisfaction of the technical team and a commercially viable and validatable product has been developed.
The large bore graft project is now at "design freeze" stage and the technical team is confident that the graft meets all of the regulatory requirements. In addition, regulatory testing of the large bore graft has now commenced with third party test houses.
These recent achievements have significantly de-risked the vascular graft project and allows regulatory testing to commence and confirm the in-house test data before a submission is made for FDA approval.
This regulatory testing is anticipated to be completed during the early part of 2021 with commercial launch and associated revenue generation being anticipated after FDA regulatory approval is achieved. The Group's regulatory team has already started to construct the 510k FDA submission pack to facilitate a smooth regulatory pathway towards approval.