Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Directors do tend to blatantly look after their own interests
This was a good example
If the rns confirms repayment of £2.5m then the slower it is in coming the better. Gives time for some good news to develop to offset it. Perhaps it can be bundled up with some good news. Take a step back and this is an outrage, giving contracts to China from where the virus leaked. Oh well. Just need good news on 5th or later to offset the bad.
I also have avacta and abingdon. Sheesh. Luckily with odx = only 15% of my holdings and some others like gdr, open and synairgen have done well lately as has national grid (55% of my holding is NG), tesla which I bought at its recent low, and to a degree the banks. But I think avacta and abingdon will fall a lot on Tuesday too, with odx, maybe actually plummet.
British lateral flow tests BANNED in UK despite being cleared by EU https://mol.im/a/10362195 via https://dailym.ai/android. Drat, odx are about to have to repay £2.5m to. British government. Sunday Times covering it too. Proper kick in the teeth this for investors. And what about the rapid test consortium work, that has come to nothing. I expect the price will fall all day Tuesday. I will hold and wait hopefully for some better news in February.
The trading update is due mid January. I'm hoping to see news of good revenues for 2021, perhaps £1m, and at least hints of the pipeline I know they are developing of new applications and orders. I will receive a sum of money in January at a date I don't yet exactly know, and if it comes ahead of mid January some may go into Microsaic if it is still this low.
I am also 35% synairgen, none of my other stocks exceed 5% except National Grid (safe and slightly counter-cyclical with main market, basically an income stock) and L&G climate change fund (also, to my mind, safe) which are both 15%. I have been having to be patient for a long time, but I note that (a) a large part of the world has low vaccination rates and (b) the reported very high Rt value of omicron is going to "find out" the unvaxxed very quickly compared to delta/alpha/parent strain, some of whom will become rather ill. It is over a year since we raised £80m for the stage 3 pivotals, which ended up as a split thing, and I feel we MUST be very near the end. Although the wait has been annoying, the timing to help save lives is now very propitious - those various pills still need trials, we are ahead of them, they are where we were back on 20th July 2020. I do think if the stage 3 results for our inhaler are akin to stage 2 results, which were amazing with an 80% death avoidance rate, the NHS will go all out to get this drug deployed quickly and the government may be rather proud of a UK firm delivering this. Bunter will probably boast of it on one of the 5pm broadcasts when the time comes; I remember the boasts in those broadcasts in 2020 about how Southampton was leading the vaccine trials in the past.
As long as the rest of us don't have to be in a plane, cinema, restaurant or confined space with the anti-vaccers, thanks to good passporting, their choice is their own I suppose. Smokers get treated by the NHS for lung cancer, so they should be for self-inflicted lethal covid, I guess.
NB how I laugh at CTEA. It was always obvious the passport would be in the NHS app. Still they cling to a little hope !
>> A 12 year old making his or her own decision about being vaccinated
- well they're allowed to get something more significant, contraceptives, without their dad knowing. It's called "Gillick competence". I agree though, the reason we need to vaccinate children against covid is because some adults are ignorant and don't have it when offered. I was reading how in Texas shopping malls, people quietly and responsibly wearing a mask to protect themselves or others, are harrassed by nutters saying it "makes them feel uncomfortable", so are bartenders. You just can't cure that sort of mad, aggressive stupidity. Only 35% of Texans (and 8% of black texans) have even had their first shot.
I have always been a conservative, but I have to admit that all the looby-loo anti-vaccers I know, are friends who are conservative. I can't work it out. There is no plot, the virus is real, vaccines work, there's nothing special about vaccines, the only thing that might be "experimental" is the virus (50/50 it came from WIV), and the non-peer reviewed invermectin covid first stage small trial they rave about was found to be FAKE, see the Guardian story about it. Don't want well-tested vaccines, do want invermectin that's untested in the context of covid because, oh, anecdotal evidence is great !!!
I wear a badge in my vaccination centre, "I trust science, not morons". No client has yet objected. And of the 33,000 clients we've done, not one has refused to wear a mask on entry (some cheeky men, often the ones turning up smelling of drink, do remove it inside after sitting down; vaccinator just puts the needle down until they put it back on). That shows that the anti-maskers are also the anti-vaccers, 100%. But if you are anti-vacc, you NEED masks and you NEED lockdown. To be anti everything, is bonkers.
Here's to excellent Synairgen phase 3 trials. A proper £80m three phase trial, unlike the invermectin fraud.
I find your posts a little sinister, "Professor". Where do you get your vague information from ? Why would there be more youths or young people being treated in hospital than older people, yet NOT for covid - for what, then ? Why would "they" not be transparent ? I find them remarkably transparent, including about the very, very rare side effects to the vaccines, versus two million Brits with long covid and 128.5k Brits dead of covid, including three of my friends, one aged 55. I've marked your card. It's marked "covid-denying nutter/weirdo, probably an unvaccinated anti-mask invermectin fan".
I wish there was a coherent strategy for using the cash for diversification. Relying on covid test revenue forever, and in the middle of a CMA enquiry on PCR test pricing, isn't that cool. But perhaps there is a strategy, that will be revealed. Their one attempt so far seems floppy.
Tony Currie re your post sat 18:12, you cite the url of a proactive investor piece about lithium and follow it by a quotation which makes it look as if the quotation is in that piece. But it is not. Who/from where are you quoting? Quote is ""It is no coincidence that both the timing of the shareholder presentations for SAV and EHM coincides with VW AGM presentations on the 22nd. The early part of next week will be really interesting as speculation should determine that both share prices should go up."
>>SELL
- OK, I get the message that you are interested in this stock, and would like to buy some more cheaply soon, so would we please sell ours.
Yes, it is good news from Rincon and isn't in our price yet
Oh look, https://www.thisismoney.co.uk/money/cars/article-9540603/Toyota-Mirai-review-second-generation-hydrogen-fuel-cell-car.html the 60pence a mile fuel cost of the first Toyota mirai's is down to 15 pence a mile.. That's a huge reduction. Itm power is the only electrolyser mentioned here in this positive story.
https://gtr.ukri.org/projects?ref=101309 is the April 2021 public report on the delta filthy gas turbine range extender. The project is terminated; it is not to be. Hoorah, cries the earth !
If you combine a modest fuel cell with a battery, the battery can charge when driving slower, in our crowded roads, and the low internal resistance of a li ion battery can give you tesla-like acceleration when you like. Then when you end up slower because of the car in front, the mcdonalds stop, etc, your fuel cell can totally silently charge your able-to-be-smaller hybrid at its max capacity...imagine though a small gas turbine (like the https://www.autocar.co.uk/car-news/green-cars/deltas-micro-turbine-range-extender-will-make-production-2019-model or the one BLADON jets are making for land rover/jaguar prototypes) screaming away in mcdonalds drive through. And so filthy too. No to gas turbine range extenders, yes to small hydrogen tank and small cheap fuel cell...