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This is true. There is only so long you can target anti-androgens (as abiraterone does) before it causes a whole heap of weird side effects. 201 in theory may bypass many of these issues, but as always, poking a new end of biology does occasionally have unintended consequences. In theory, I suspect we already know the consequences, as 201 is operating very similarly to existing medication, just on the very specific area. Old 'best in class theory': Block all androgens - dozens of complications, side effects. Feedback mechanisms build up over the long term and create havoc in many body processes, in order to prevent hormone-induced tumour growth. Eventually this stops working. Common side effects: diarrhoea, high blood pressure, hypokalemia,urinary infections, sepsis, heart failure, rashes, weak bones, etc etc. New potential '201 best in class theory' Leave androgens alone unless they try to drive hormone-induced tumour growth. No known side effects? May work eternally? (assuming non-mutated core DNA).

John, so theoretically they are supposed to finish 8mg and 16mg dosing by the end of December 2018? I am a little ambivalent to these "end of the year" trial ends, as it has been extended twice now, although I suspect this December probably has to be the final Valirx trial end. I assume after that the costs become so great that phase 3 (assuming positive readouts) will need to be farmed out to a larger company. I would like to think we are approaching the Valirx price inflection curve, the product is potentially great (if I had a choice between chemo with 50% reduction, or VAL201 with 30% (or higher) and no side effects, I would definitely choice VAL201. I am not aware of any other "pleasant" oncology drug, and all the unpleasant ones cost an astronomical amount. If I assume VAL201 just works as per the limited 4mg dosing, �500m drug overnight, just needs a suitable partner. Assuming VAL201 is bought out, you can safely assume the trolls will be out hero-worshipping the saviours of Valirx and their "bankable, dependable, credible" origins and managers. Because I remain convinced that several trolls are invariably 2-bit shorts, rival companies or "manufacturers of consent", as Chomsky would put it, laying the path for a cheap takeover at 20p?

Did it just touch 24.5? mmm

170kt of tin... Tin price $20k per ton on current market $3.4bn of tin Let's not even go into the whole value of the lithium in the ground!

Out of interest, does anyone with knowledge of Cinovec mineral formations understand the main processes required to create the tin concentrate? I assume it was easy enough to mine the tin concentrate, as Tin was mined from Cinovec in the 15th century, it should be straightforward to mine it in the 21st with serious robots, assembly lines and digging equipment..

HE3DA...are busy? https://www.he3da.cz/single-post/2018/06/04/TECHNOLOGIE-HE3DA-in-USA

Shame no videos of recent events, I suppose it's understandable given the crazy nature of 2017. George is actually a very good presenter, a good mix of intellectual enthusiasm and a pretty good data powerpoint presentation.

Matt Bohlsen's analysis has been strong, albeit given his related long-lithium stocks stance. "Global electric car sales - April global electric car sales were up an amazing 93% year on year." "VW has awarded 40 billion Euros ($48 billion) in contracts to battery producers." Hell, even the European car market was 2.2%, that may not sound very high but it was ~ 1.1% in 2017. The UK national grid "2GW of battery storage plan" is lovely - but so far a bit of a pipe dream. But I assume it'll take 5-10 years to implement.

Just reading that 'Guangzhou Shipyard International' are trialling their first heavy cargo lithium-ion propelled ship. 2.4MWh lithium battery...1500kg battery on one boat!

Obelix, from recollection the last trial ended up Nov/Dec, and the new trial (being a first-in-class new drug) took a few months to get through the regulators. If I understand correctly, they are not allowed to just up the dosing, the regulator permits first dosing on a 1-patient by 1-patient basis. I'm not sure any trials at all were performed between December-March, but that was nothing to do with Valirx and was entirely down to standard regulatory timelines. Not incompetence of any kind. My point being, there are valid reasons why 201 has been a bit quiet the last 6 months.

Tesla outpaces the majority of dinosaur powered vehicles now, the key advantage of eCars in a drag race? 100% torque in fractions of a second. A human can actually outrun a formula 1 car for 10m, but not a Tesla, as petrol torque takes quite some time to reach peak torque.

Yes I think it's a consequence of various things. Naturally serious investors would have looked at the likely timelines and seen the expected fund raisings and put things on a back burner. Then Winnifrith and his band of clowns got involved. I got the impression he was bullying Satu into joining his annual soiree of AIM companies they bully into paying hush money. Christ I wouldn't be surprised if they were involved in pushing VAL towards the brokers. How else do you interpret that? He massively craps on Valirx regularly on his blog, then Val announce they're paying to attend his beloved PR show and suddenly he loves Satu and all is well. After that...VAL do have serious potential. But they are attracting the dregs on both sides. It's perhaps understandable because even after 3 years of following VAL intently I still don't fully understand the potential. Although I admit I remain a bit dubious on 401s efficacy - happy to take Suzy's word in some ways, a bit skeptical about the "Seek a cure" group perhaps. But Dr Dilly does have government support which indicates she is probably above that, and the lab results were very promising and low-risk.

Frankly, VAL's biggest problem over the last two years hasn't been the financing. I know that sounds hard to believe, but there has been some absolute desperate deramping. Jesus - I think the worst of it was when they announced decent initial safety data. I half wondered at the time if Pfizer's PR team had set up camp in those days to protect their $14bn investment in Xtandi that looked ropey if 201 worked properly (which so far, it has).

Also, bcn would be unlikely to waste their money scoping the second Zinnwaldmine mine if emh was a lost cause.

Don't be silly, there are at least 3 sockpuppets posting on this board, whether they are Tarquin or brokers actively trying to encourage punters to buy the remaining shares. In this day and age there are no AIM companies who don't have marketing PR monkeys patrolling the boards.

Don't be silly, there are at least 3 sockpuppets posting on this board, whether they are Tarquin or brokers actively trying to encourage punters to buy the remaining shares. In this day and age there are no AIM companies who don't have marketing PR monkeys patrolling the boards.

At one point I owned 0.1% of Valirx, I haven't looked in a while but assume it is fractions of that now.

Well yes, but there are small lithium mines already supplying from Zimbabwe and Portugal, so it's probably a fairly realistic map.

Despite some increased supply side response, the demand is insane, new contracts hitting around $17.5k per tonne in Asia recently.

Ahhh! After a lot of faff I found the full action plans, repeated mentions of Czech rep as part of various cobalt/lithium/nickel/graphite raw material supplies. https://ec.europa.eu/transport/sites/transport/files/3rd-mobility-pack/swd20180245.pdf http://eur-lex.europa.eu/resource.html?uri=cellar:0e8b694e-59b5-11e8-ab41-01aa75ed71a1.0003.02/DOC_3&format=PDF