The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Yes the club subscriptions will help
https://www.investorschronicle.co.uk/shares/2020/05/05/nanoco-takes-on-samsung/. The manufacturer also filed an IP infringement lawsuit against Samsung in February this year. Management noted that it had received a number of offers of third-party funding for the lawsuit, a partner for which has now been selected and a Litigation Funding Agreement (LFA) is now being discussed. It believes the lawsuit will be served in early May, and if successful will result in the company retaining the majority of any award or settlement.
It has extended its cash runway into the second quarter of 2021
Everyone who read the RNS knows existing shareholders have a chance of more shares at 80p placing price provided that they hold their shares until the trigger date. It creates a reluctance to sell and provides support until the trigger date. Most shares I am in, when there is a placing they collapse to the placing price and clamp close to that level for a while. Examples HUR and KOD. Lesser example EDEN recently which has several new product lines this year and has come above the 6p placing price very quickly. I wonder where GDR will go. The parties able to buy £7m worth at 80p are much better off than us, but I suppose at a higher price they might not all sell. Anyway existing shareholders can get more at 80p, so all is good. Newcomers can't.
Government app is secure. Cyber gchq have checked that out. CTEA needs some other eggs, other baskets. Overhyped if you ask me. Too much money chasing covid stocks now, most are dangerously frothy. Exception is Hemo, which has plenty other eggs to sit on, not reliant on one covid-egg, and seems well priced compared to the past. Covid-stock-chasers haven't got into that one nearly as much.
Great spot tuckman. If one chain re opens, they all will. I will be going to see films again for sure. The discount against cine's 2019 SP of 200p seems excessive now, i.e. they are cheap.
Risky now. So many firms in the antigen test space. Frothy and dangerous share, no recent RNS to support this rise and the antibiotic induced hearing loss distribution agreement can't do this, it covid-induced hysteria here.... I have sold GDR, CTEA and ODX today, popped it all into nano based on last week's RNS : deals and order in train (not relying on Samsung patent infringement case outcome, that just a big bonus if it works out)
Samsung outcome is uncertain and would be tremendous bonus, but there was enough else positive in latest RNS re new business, to tempt me to buy some.
No. Astra Zeneca doing that with vaccines for PR reasons. Mologic got £1m to make the antibody test, agreement will have come with it. I think ODX identified later as manufacturing partner, will be outwith that and can make a turn.
Yes you can't know where you are in unlocking various social measures without some idea of the prevailing level of immunity. And you need to know who is immune as they have useful super powers. I love that Liverpool special contagious virus centre verified accuracy and I love that it now has EC approval. As infections reduce, antigen tests become far less in demand, antibodies far more so. Then we know who had it and maybe didn't know, and can safely go to work. Those people will enjoy a premium rate on say an oil rig.
https://www.cmegroup.com/trading/energy/crude-oil/brent-crude-oil.html
shows you the futures market prices for brent oil out to 2027. Doesn’t exceed HUR’s breakeven I think) of 45 dollars before mid 2024. Sobering numbers here. Even end 2027, it’s only 52 dollars.
Plus russia is short of cash now, and might agree to cut production as might Saudi
I like to think that demand and supply will meet as high cost supplies go off line due to current oil prices, and demand starts to come back as countries ease their way back to work. But that might take another 3 weeks.