The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Think we're due to have a partner update prior to Xmas, assuming SAV true to its word it's pressing on with the project regardless of the investigation. Hope we don't see any slacking on this.
Would be good to hear about an approximate timetable for the trials and an approximate target year for a start to earnings, even if this is 2 to 3 years away.
It would be good to hear if Ana are receiving any revenue on MRX sales.
Dibs, I think most of us here aren't expecting fantasy levels of multi bagging, and certainly not before there are some serious earnings. The main thing is we have a pathway to some serious earnings, and not too distant either. I suppose you're only here to make a building society rate of return are you?
Just further to recent posts on potential dilution. They were above my paygrade to be honest but read this on US Pulley website: "dilution does not necessarily have to be a bad thing for investors... share dilution doesn’t just happen for no reason at all (or at least, it shouldn’t.) If a company has a strong reason for issuing new shares and/or uses the money raised to meaningfully improve its operations, then everybody can basically end up happy. After all, owning 10% of a tray bake cake the size of a football field is better than owning 20% of a cupcake." Surely this applies to CMET? If CMET was a lifestyle company I'd be more concerned, but it ain't, surely.
Hi, am new to Cmet, but excited by the potential. I understand the MOU expires 31st Dec. Wonder if the jv has to be finalised within the mou period.
RNS
15th Dec sees entry to all share and small cap indexes. Could be positive.
That the sound of your stop loss being hit Gazza
Idiots.
This is a Jan-23 article, but check that last paras about all the companies that have achieved gmp in uk:
https://businessofcannabis.com/uks-medical-cannabis-industry-enjoys-strong-start-to-2023/
Thanks DJ. Excellent points. Just waiting for next buy signal then going to top up. Think this is a medium/long termer, that I'm hoping is going to give me my pension!
Thanks Dj. May well do. If cuckoo and gazza are in there too, it'll be good to hear more of their investment insights.
Enjoyed the presentation. Good to hear healthcare professionals are approaching Ana, as well as Ana reaching out. The drive to provide the NHS/NICE with an evidence base was good to hear, too, as well as initiatives including the data room and a planned increase in clinical trials. A question focussed on the disappointing share price performance. Aquis are supposed to be doing more to help in this area in the meantime, but I think patience was the watchword I took away from it.
Presentation tomorrow morning at 9am. I asked a question about potential relationships with HL and Traditum. I wanted to ask a question about what organised lobbying is taking place to open up NHS prescribing, too, but Investor Meet Company wouldn't allow me anymore questions. Is anyone planning on asking something like?
I bought these at 5p over 2 years back for a 5 year hold. I stuffed them in a biscuit tin under me bed. Must confess, Ive been surprised that an EU member state like Portugal could have such terrible governance (almost as bad as ours). But I'm an eu lithium believer and I think the mine, which has a huge proven resource and is just sat there waiting to make alot of people alot of money, has a lot of institutional engagement which I think will see us through. All we've seen so far is a few retail PIs head for the door looking to buy back later and average down. Hopefully we're near the bottom, then I'm hoping to do same. When others are fearful...
Well done Gazza
The alleged corruption relates to people in the Portugese authorities/public services, not SAV. If there's a material fall out on this for a no fault SAV, then I suppose they could also consider taking the Government to court for present, and possibly future, losses.
Forgot to say: Traditum is HLs PE partner.
According to Traditum PE's website, HL has a research partnership with Nottingham Trent University which specialises in medical cannabis testing and clinical trials. Traditum PE, Hilltop Leaf, Nottingham Trent Uni, and now Ananda's MOU with Nottingham Trent Uni? Speculation I know, but not without some subtance. Have a look at Traditum PEs website. There's a medicinal cannabis page in there.