Member Info for nomlungu

I am also watching having been treated well trading the share. The problems I see are:

Woodford - will he need to liquidate his stocks. I expect so and that is 22% of the company to shift which would tank the SP if done on the open market.

Fundraising - they have to raise $5m as part of the funding deal announced.

Sales targets - will they be met in time for some of the funds to be drawn down. It seems unlikely as they are currently building the clean rooms to expand manufacturing capacity to meet demand.

Valuation - who knows until the above is resolved.

A surge in oil and petrol prices;
US tariffs on EU products of about $8 billion (WTO has ruled on the Airbus dispute;
US Fed to lower interest rates by 25 basis points and continue to do so at the same rate for the next few months until the yield inverse is banished;
Boris to go on his his plans to make us poorer even if the Supreme Court rules in prorogation illegal;
More generic drugs to be recalled because of NDMA contamination.

PHC should be announcing interim results this week - I am expecting them to be taken badly by the market. Anything over a 50% drop may create a buying opportunity for some.

Even Uncanny has started asking for updates to 'appease shareholders minds'.

I think most are expecting Valirx to use the shares not in issue to raise all the funds that they can before Boris drives his bus (with all of us as uninvited passengers) into the Abyss.

Allegedly, some of the BOD read these boards - my message to them is it is time to deliver on the inflection points that been mentioned in the past (which to date seem only to have led to dilution and a declining share price).

https://www.caranddriver.com/news/a29025844/tesla-patent-windshield-wiper-blades/

And over time I have only been interested in Quad ESL-63s?

https://***********/stemng/@sheglow/loudspeaker-working-principle-of-electromagnetic-and-electrostatic-speakers

No rampers here and the price is up 40 percent.

#sarcasm

Free smile of the day:

https://www.thedailybeast.com/trump-blames-energy-saving-lightbulbs-for-his-bright-orange-appearance

2 interesting NYT articles:

https://www.nytimes.com/2019/09/11/health/cancer-drugs-proteins.html

https://www.nytimes.com/2019/09/11/health/immunotherapy-heart-failure.html

I was happy to have Sparkle on an OSX development build a while ago - reformatting \ deleting formatting \ changing data structures is understandable but changing interfaces and hiding in plain sight is not a sign of honourable acts by our current leaders.

https://data.wu.ac.at/portalwatch/sparql

#SPARQL_Endpoint

langtro,

AIM / 'body language'

The last interview was encouraging - there will be a resource update this month.

This used to be much easier to navigate and download data sets from

https://data.gov.uk/about

https://data.gov.uk/

https://twitter.com/BorisJohnson

Will UK law start allowing the PM to communicate through channels that are not subject to normal archiving rules? This data set caught my eye:

https://data.gov.uk/dataset/5c1a1fdc-9059-4bc2-84d5-756856ffe21a/river-carnon-wheal-jane-mine-hydrochemistry-data

https://data.wu.ac.at/schema/data_gov_uk/NWMxYTFmZGMtOTA1OS00YmMyLTg0ZDUtNzU2ODU2ZmZlMjFh

ocelot,

Thanks - I had not read that much other than seeing the price drop a bit because of the potential dilution and the end of the planning application sugar rush. The copy and paste statement is as below:

'Following our transformational acquisition of a further 35% interest in Horse Hill, our attention is now firmly refocused upon the Portland oil pool and the drilling of the much anticipated HH-2/2z Portland horizontal well, a key step towards establishing significant long-term production and cash flow from Horse Hill by the end of the year. Meanwhile, the Kimmeridge continues to produce solidly and beyond our technical expectations, which bodes extremely well for the future Kimmeridge development at Horse Hill and elsewhere in our licences in the Weald Basin.'

just imo

Fred,

Thank you for sharing the details.

If my glass was half full I would think that they have found a new significant shareholder.

'BEYOND our technical expectations' - not sure where that quote comes from but there better not be a blow-out!

Fred,

Valirx are not currently listed as 'PRESENTING' - but they do list BLV, DNL and ORPH as presenting.

Are they presenting?

European Banks may benefit but Brexit means the UK is leaving the EU on the 31st of October - our banks seem highly unlikely to benefit unless Boris and his band of merry Brexiteers are somehow thwarted.

KRPZ down 60% in pre-market.

$50m impairment charge - oops.

I am expecting market moving news soon.

Some of the land in the Permian Basin has become very valuable already:

https://www.bloomberg.com/news/features/2019-09-10/he-paid-1-50-an-acre-for-barren-texas-land-now-worth-7-billion

UKOG have lots of acres

#sugar_rush

#side_track

Amgen Slips as Gene-Targeting Drug Misses Some ‘Lofty Hopes’

https://www.bloomberg.com/news/articles/2019-09-08/amgen-s-gene-targeting-drug-shrank-54-of-lung-tumors-in-study?srnd=premium-europe

And it is still a $100 billion company. JG believed that GeneIce was the answer.