Member Info for PopeUrbanII

Speculation that Gilead are targeting a buyout by hitting 30%+ doesn’t make any sense. The combined entity will be a US listed company so US rules apply. In the UK a mandatory offer is triggered under rule 9 of the takeover code at 30%. In other jurisdictions the percentage varies - however the US is unusual in the it does not have any threshold at which a mandatory offer is required so 30% is irrelevant

Also, anyone is free to make an offer for a listed company, in the UK you do not have to exceed 30% to do so and from a tactical perspective deliberately breaching 30% ahead of an offer is almost never the best route. If Gilead wanted to just buy this they would

I’m a holder and a bit disappointed - perhaps naively I’m hoping this works out well in the medium term - my comments above are purely factual (hopefully helpful) I’m not trying to put a downer on things, the continued involvement in G at all feels like a positive

I don't know if the rules were different then but you can definitely hold US (including NASDAQ) shares in a UK isa now (there may be some providers that don't offer this but all major ones do). You'll need to fill in a W-8BEN form to avoid tax issues on dividends. So if this completes all that will happen is POLB shareholders will find their POLB shares exchanged for HOOKIPA shares - which then owns both entities

Pretty sure he said we'd all be very happy by Christmas and something about nasdaq - I think there's great potential from here but need to stop listening to CF's bluster

Schlum - thank you very much for answering. I don't always get a chance to watch all of the interviews. This sounds great

Have I missed something? There has been an uptick in discussions here and elsewhere re NCI news, is this just speculation / hope or do we know it's coming? (Obviously they're a long way into the partnership so it must come at some point),

A genuine question, I'm not trying to be negative - looking forwards to this news hitting

Https://x.com/robin25461631/status/1839668186037256413?s=46&t=EGtuLYTLZgJJ6Egf5avBrA

Https://x.com/andrada_mining/status/1811675619131826575?s=46&t=EGtuLYTLZgJJ6Egf5avBrA

Thanks EB

Where did you get the 15 offers on the table number from? I'm not challenging it just want to see it for myself

thanks

Https://www.economist.com/finance-and-economics/2023/09/11/how-to-avoid-a-green-metals-crunch

Well done you had me spooked for a while so I re-read the announcement.

"I don’t know what that means. Was the warning just prudence?" Interesting that you admit to not knowing, the text in the going concern statement is very much boiler-plate and I'd be more concerned not to see it

Of course cost over-run risks exist and there can be significant negative consequences if they do arise, that's why the share price is where it is relative to NAV to reflect this (and this was true at 160 as well - the fall during August in line with the market and normal Augusts doesn't bother me too much).

Great thanks - will look out for that

Was there an investor presentation yesterday evening. I have a vague memory of one (but may be confused with another share) but couldn't make it. If there was one and anyone could share any views from it that would be appreciated

Being slightly lazy and doubling H1 EBITDA for the full year sows an EV/EBITDA multiple of c.8x - for a business growing revenue and margins this feels very low especially given barriers to entry, etc

Why do you keep posting the same thing over and over again? You're entitled to your own opinion and some of what you are righting is fact which I'm obviously not going to argue with but why are you boring people with the same material over and over again. if you have new info or a new take on things post away but constantly copying and pasting is just dull

I hold a position here and accept it's a complete punt - I hope you're wrong but if you're right fair enough just stop clogging up the chat with repetition

I'm also a fan of this one - like you TD2 I'm wondering what I am missing

Https://www.nytimes.com/2023/07/02/business/lithium-mining-automakers-electric-vehicles.html?smid=nytcore-ios-share&referringSource=articleShare

Some interesting general industry background - nothing on HZM but worth a read

https://www.washingtonpost.com/world/interactive/2023/ev-nickel-refinery-dangers/

thanks Wasa

I'm with II, mine are now in my account