Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Also, whenever I see a new company presentation, I try to review what the filename is called, who the target audience is and what its intention is.
My gut feeling is that this is an English language presentation for the Czech listing - First headlines are key focus on "CINOVEC" (the wider market may not know this name, Czech locals will) and then after the boilerplate legal warnings, it goes straight into a focus on the tie up with CEZ and the EIT. We know they are currently doing this in the background - and why else would they put out a new presentation, just before a known move onto the Czech market?
Listing imminent..? ;)
Thanks Fingers.
I suppose the other interesting snippet is "for sale to Czech and European markets". While we all expected this to be the case, it is interesting to know our customers will reside within the EU and not exported to China/US.
Full dataset readout in poster form: https://www.valirx.com/sites/default/files/2020-11/201%20poster%20FINAL%20v2.pdf
In terms of baselining expected performance, it was always billed as a "prevent tumours from growing" drug, and like they say it seems to work for 50-60% of patients using the strict PCWG2 criteria.
Add in that ~20% of patients actually saw a marked decline in tumour size.
Also considering the wide array of genetic variation that may be in play, I think that's a reasonable performance. Up to the partners now - let's see if it is good enough to get a partner stumping up £25-50m initial downpayment + royalties.
Elon quote "It will be capable of over 100 GWh per year and possibly over time, it will be going over 200 to 250 GWh" (not to be fully trusted of course, but indicative).
https://electrek.co/2020/11/24/tesla-first-battery-cell-factory-produce-up-to-250-gwh/
Yeah spoofing is quite a funny way of trading.
The idea is, everyone is using algorithms to monitor major activity (like an RNS) that causes a massive herd rush and a massive spike up (and likewise downwise) as other algorithms note the spike and trade on the "fake" volume.
If you are unaware, there are certain types who even go to the effort of putting 'fake trades' between two of their own accounts, to simulate a massive spike/crash event in order to drive the sales price upwards or downwards, usually gaining themselves 0-3% margin (do it often enough you can make serious money out of it).
What the heck? Elon Musk will need 200ktpa alone for the Berlin battery factory.
Would be curious to know if he's interested in EMH. Who knows, he may be, but there are alternatives.
Is that 2025-2030 EU requirements of about 400+kt?
Tommy, not at the moment, I did joke that I should buy in early December and see if I can make 50-200% on the spike though?
I'm not coming in with any serious money though, I just cannot be bothered with the rollercoaster drama. I can probably risk £300 and not get emotionally attached. TBH I've been pumping all my spare cash into index funds since COVID disaster tanked the markets, with the hope of a rebound (15% up since April, not a terrible performance for 'boring' index funds).
Depends. It is quite easy to spot insane rampers, it is also easy to identify VAL brokers.
But, Valirx is quite reliable when it comes to rises when newsflow is expected (401 and 201 anyway). I suspect the trend will be upwards for several weeks. I'm not currently in VAL (musing a small £300 punt perhaps), but curious to see how things pan out.
Hm, doesn't he basically say January off-take agreements, with the assumption being ~ January 2021?
I seem to recall the Czech listing was rumoured for late November, so I'm going to expect by mid December (there is always a surprise!).