Member Info for Noise

By the way, what do we think about the RNS from PYC about a Japanese pharmaceutical company taking an interest in their virtual tumour modelling?

It should be interesting to see. In theory, when dosed suitably with VAL201, all androgen related growth, and perhaps even the metastatic spread, should stop.

Curious to see whether the trend for a 40-70% drop in PSA can be achieved.. alas we will only know when the results arrive.

PS, is it not unrealistic, to think Cinovec could become 1 of the top 5 most valuable Lithium mines in the world?

OK there are some chuffing enormous ones in Australia, but the MCAP valuations are in the $1bn+ category aren't they?

The sky is the limit really.

At 7,000,000t of Lithium, that is a 100,000tpa mine for 70 years. I suspect the environmental compliance plan for mining such a large area would be tricky, but where there are Czech Korunas, there will be a way.

Yeah it's kissing 30p and not quite breaking it yet

Not a dickie bird about VAL401 for a while now?

Haha, yeah, my two remaining AIM shares are somewhat speculative. This old duffer does finally seem like it might start treating me nicely, otherwise, Europe's largest Lithium mine (EMH).

Otherwise I have gone all boring and mostly investing in funds these days. It's depressing seeing most of my favourite companies not easily purchased in the UK (I'd love to buy Orsted on the Danish markets, no such luck with ii.co.uk I think).

Yup smashing 27p

PYC link up is old news.

I think the VAL201 compoudn was evaluated using PYC software, no payment was given but there was some kind of partial cut of future licensing revenues.

I remember we had some former PYC directors who occasionally frequented this board, they were a bit grumbly about not getting any money from it at the time.

you'll regret that, trades going through at 26p + right now....

Yeah, sodium-ion batteries are plausible and have their pros, but I doubt we'll see a mass-produced sodium-ion mass production car in the next 10 years. For one factor alone - virtually every major battery factory being announced in the next 5 years is leaning lithium.

That said, it has advantages in terms of cost & transport. I would say in 5 years term it has a good punt of a chance having a niche-to-low-market % opportunity in what I would call today's classic "lead-acid" market, bigger/grid-level applications, and markets where weight is not a deciding factor (maybe even home solar?).

Hahahaha

Oh my. If that is you Satu, hello, we have spoken several times & I wish you well in your next adventure.

However, we have at least one poster who finishes many sentences with "end of", and I find it hard to believe an articulate Finnish PhD would finish a sentence with "end of".

In the grand scheme of things, I am hoping for a 'hail mary' buyout for £50m then I can just **** off and forget about this miserable share.

It's a love/hate share of course :)

Warrants issued Thursday 3rd Sept.

My vote on 201 report date on Monday 7th.

Only two more business days and we'll be in September, so we really should get that 201 newsdump in 1-4 weeks.

Is that directly linked to cinovec or just in general?

Some decent sentiment and newsflow recently. As always it's hard to predict the future, but the future of the mine looks solid. Just need to clamp down on those project actions and get the ball rolling.

Q) are we likely to process all our own lith? Or have our own process + something similar to the Aussies that sell spodumene raw ore?

Well done Keith.

aaaand then you start to try to develop how much value is in Cinovec? The answer is 7.2 million tonnes lithiu carbonate.

For reference, assuming lithium carbonate goes for $10000 per tonne, the answer of 7.2m x $10,000 is rather silly and on the German border. Clearly that valuation won't realistically happen. But it shows that this is a globally significant bloody mine that is in creation here.

It's hard. My general opinion is that the bigger institutions go out of their way to damage the AIM market, while the FTSE regulations have a crap of regulations (if nothing else, a regular income pattern and limitations of stupid high AIM growth) to prevent over-the-top AIM boomers. Many pension funds won't/can't invest in AIM, so they tend to dangle for AIM stocks to get absorbed by larger FTSEs.

That said, it seems 95% of our issues have been largely resolved. I'm not sure how many shares are jointly traded on the AIM UK/Australia/Germany/Czech market, if this share is going to be B I G in Czech, it will be big on all markets.

From where we are sitting, how many AIM tiddlers have had the head of NATO military forces visit the local PM? Personally I see takeover or £1.50+ looming. There are few inbetween conditions on this stock.

Would you say it is indicative of a broker securing stocks in advance, possibly for release on the Czech market, buying slowly trying not to distort the market too much?