Member Info for panman

Discussions with offtakers re the hydrogen too, possibly at Linda. All more cashflow.

Their expected revenue growth this year sounds positive for the size of the co. but will still need to show a lot of growth going forwards if its to excite the market imho.

5th Nov

"The Company is also pleased to report that the growth in IQ-AI's revenues, first reported at the time of our Interim Report in August, has continued. The Board now expects that total revenue for the current year will thus be between U$900,000 and U$1million. This expected material year-on-year sales increase (up from U$760,000 in 2023), has primarily been driven by sales of our software solutions."

Think the risks are far less than we're sometimes led to believe they are here.

Been reading back through the RNS's back to 3/5/22 so far and can only find 2 tiny placings?

1 in Feb 24 for £300K with existing investors given priority rights to participate via the broker option and another early this year for £250K in which placee's were almost instantly out of the money giving pi's chance to buy in cheaper than the insti's?

Expected to find a lot more after recent posts?

Get the feeling the main issue here is bad feeling caused by the length of time its taken them to develop their products and get FDA clearance combined with the length of time taken for drug trials?

Seem good value to me at this £2M cap but each to their own re their investments I guess,

re the suppression of tumours there is historical data showing that effect so will be very interesting to see the images from I.B's tech and data from the higher doses.

https://www.lse.co.uk/rns/IQAI/second-fda-rare-pediatric-disease-designation-ruro534ikg4vtea.html

"This RPDD designation request also leveraged data obtained from the pre-clinical study by Mona Al-Gizawiy, PhD in the laboratory of Kathleen Schmainda, PhD at the Medical College of Wisconsin. As announced on 27 June 2023, the study showed growth inhibition and a survival benefit from treatment with IB-003. Specifically, median overall survival for pediatric glioblastoma was 21 days in the control group and 49 days in the treated group."

Whatever's said its very good news for those with gliobama's.

An extra 12 months survival isn't to be sniffed at when you're only averaging 20 months to live in the first place.

Well done team and "if" not noticed by big pharma hope its noticed by patients and their Drs themselves.

Agree not the most auspicious share historically but good to be moving up all the same and with all the recent X updates does feel like it should be doing so. (Trumps next market wrecking policy excepted of course)

I got the feeling the shorts were punishing them this week for the buyout RNS that nearly wrecked their party. Their attack on the sp did seem to double down after that.

Looks like Citigroup Inc. joined pi's in taking advantage of the low prices though. 4% picked up shows some confidence.

Hope they make a nice fat wedge out of that trade.

Would hope so. They do seem to be winning the argument rest of the world its just the corruption in the EU and its officers letting the planet down on this now from what I can tell.

https://www.smetoday.co.uk/environment/why-the-middle-east-is-leading-europe-on-plastic-waste/

Link for amount Italy's bidding..

https://www.solarbeglobal.com/italy-launches-new-round-of-photovoltaic-bidding/

Re the euro 800K/yr seems plausible imo.

Italy's bidding €79.86/MWh for projects over 1 MW so ZEN's 3.29 MW would attract €262/H I'm presuming?

If so they'd need 3053 hours of productive sunlight/yr or 8.5hrs/day if referred which they appear to average quite nicely.

https://images.climate-data.org/location/1144/sunhours-avg-graph.png

Probably best to let the market open before looking for volume no?

I like oil/gas outside of the UK/EU but as a previous holder of STAR when they were getting permission to frack then having that decision reversed once they'd re ploughed their cash into preparation's and a sometimes trader of PXEN who's ability to drill anywhere in EU has been stymied by waiting on permissions forever not so much.

Don't trust the UK or EU anymore re hydrocarbons and don't believe they deserve having the oil/gas co's trust them either.

Could be worse. £605K for 5.5 hectares in the sunniest of areas with a flat pack solar farm to set up. Be good to know where the " forecasted to generate approximately Euro 800,000 in annual revenue" estimate comes from but should imagine its based on something tangible or couldn't be RNS'd.

Expected a lot worse tbh when he spoke of green purchases.

Apologies if its a dumb question, busy elsewhere today and trying to catch up by reading the boards. Is it correct to assume today's move down is likely the 2 funds that appeared to have shorted last week trying to extricate themselves from their positions?

Depends how much of the loss was cash not depreciation etc imo, Would be good to know cashflows in and out.

If IWAI are pushing their Gadolinium free tech isn't this good news for them in that Gadolinium is under threat so to speak?

Had a look, cheaper beer here. Gassier too imo.

Did wonder if the Chinese would take coal in exchange for the debts owed to them. They're owed $B's and are major users of the commodity with all the coal fired plants they've built?

Agree and big one to watch for is whether the press is paid for by Indian NGO's or not. India want their coal bought not Bangla's developed.

Chinese love coal so as Bangla's indebtedness gives them more influence would presume they will learn to too.

https://www.worldenergynews.com/news/data-shows-that-global-coal-power-capacity-759681