Member Info for Qd22

Sounds great. I suppose they can always say the planned depth was such and such and - yeah! - go past it and we're not to know any better. But they are at nearly 850m and still in copper mineralisation. :)

Ditto, but it wasn't 2 mill! Agree re internet security, but also particularly I like the ID proving and protection side of it.

Seamanp911, I had a good holding in a share when it rose 5-fold - though it was 4-fold for me as it had fallen since I had bought. I still believed it would go on up (wrongly so far, it's Synairgen), but had a problem: it was too large a proportion of my portfolio invested in something that was still producing no money. The SP was all in the prospects, all hope. So in spite of my belief I took a load out. The institution may be doing the same, if they are in profit. Even if they're not, if other holdings have fallen TEK may be too large a percentage of their pf.

If they sold out completely that would be another matter. But even then it can often be simply that things have gone wrong elsewhere.

Everyone talking about the share price. I get that, I've doubled my holding. But get a hold of this info!

"The positive effects of the treatment are also supported by the data indicating a trend toward greater reduction in systemic biomarkers of inflammation, such as the levels of Interleukins-6 ("IL-6") and c-reactive protein ("CRP") in blood samples of Foralumab treated patients as compared to those in the control cohort."

Now look at the numbers:
Lung CT Scan(% Improvement). Control 43% Foralumab 80%.
Cytokine IL-6(% Reduction). Control 37% Foralumab 69%.
C-Reactive Protein (% Reduction). Control 40% Foralumab. 85%.

I'm no expert, but this looks fantastic. I think the clinicians will be looking at this AMAZED. They will want to get the Phase II & III trials finished tomorrow. Administer it early and you may get almost no serious cases. It really looks to me wonderful news. It's just how do you get it out there tomorrow.....?

I don't usually express sentiment on the boards but this is UTTERLY FANTASTIC.

It sounds like amazing news, especially as it can easily be administered at home. Also that it's almost certainly impervious to new variants. Like Synairgen. I can see them really rushing this through.

Doubled my holding. Wish I'd topped up in the depths!

Seems a solid update: "The solid trading performance reported in the Group's November update continued through the remainder of 2020, particularly over the holiday period in North America. As a result, the Group now expects to deliver revenue for the full year 2020 of not less than $55.0m, which is ahead of the Board's previous expectations."

It's always good to be ahead of expectations. Disappointed however that there is still no hint of progress in wider applications of this tech which seems such an ideal fit for the present situation.

"The Board is delighted to report that trading in 2020 exceeded its pre-Covid-19 expectations with revenue up 12% to £21.6m* (2019: £19.3m) and consequently the Board expects that the performance for the year, including profit before tax, will be comfortably ahead of management's expectations."

Good decision, BourneWolf. I've taken profits here too many times. Made a decision a little time back ... No more!

What an advert.

I think we're going to see a lot more of this.

"Since 2004 we have tripled the area of the plant life and vegetation, which today covers over 2,000 acres of city landscapes. Also over the same period, we were able to grow the wireless monitored and irrigated area from 30% of the landscape to over 95%, resulting in a reduction of the water consumption per cubic meter by two thirds. This is critical to the City budget, saving millions of NIS per year, as the climate requires irrigation on 75% of the days of the year to maintain the City greens."

That would be a nice price! Even so I would regret it. Truthfully I have no idea, my skills simply don't reach that far. Looks like it may be stabilising: well done to those who bought below 5p today.

Mcap just £22 million. My money's on a recommended bid, probably from the US, coming in at or around the time of the final results. Board will do well out of it, and it will go to America. I hope I'm wrong, as it will take something good away from these shores, and also because I would see this non-RNS as a shoddy trick, and don't like to see people damage themselves with wrong. Sorry and sad to be so cynical. ATB everyone.

I know nothing about the commercial world, nor its machinations.

But I don't think they can lie in an RNS, so what they have said must be arguably true. [But quite what were the "expectations"? Where do I find them? What are they now? It would be nice to know. But I don't think it can be actually bad news.]

However they have said at or below the absolute minimum, they have said virtually nothing, and Shaw clearly knows that. "I look forward to updating shareholders on our progress in more detail when our final results are released."

It must be deliberate. After the massive spike to 8p just recently it seems to me either to be a poorly managed attempt to dampen/manage expectations, or a deliberate attempt - without actually lying - to cool things down. Which now affords them/others the opportunity to build a stake. Hence my wondering about a bid coming in, though maybe not for a month or two.

Note to self: be braver about taking profits in a spike.

I am deeply disappointed as I was expecting more than slightly more than what I was expecting.

Um, I think?

Or could there be a bid coming in?

re chip makers check out IQE. Cardiff based. I also hold some AMS, but in vastly smaller quantities. [I went overboard on IQE.]

True. And I made a mistake: it's a 16% premium on this morning's price. Agreed re moving, after the divi date, 29th this month.

May fall the day after!

I'm up over 50%, since Sept '19, so I can't complain.

Thanks for responding. :)

Interesting that not a single comment here so far today!

Tbh I never like companies I'm in being taken over, and the premium is only 13% to this morning's starting price. I wouldn't be in here if I didn't think it had a lot more to offer than that.

Need to stay in till past 29/1 for the divi.

Anyone any recommendations for something similar??

Ha! I've always rued the decision not to follow Rivaldo out when he sold in March '19 at nearly £4! :). Only just getting back there now. I usually top up when there's a big fall in a company I believe in, but missed it here. Double rue! Still, I'm up 3%!! Lol. Mustn't grumble.

As you say, it seems a good company, and I can see just a bit of Biden's 2 trillion dollars making its way in this direction.

Hi Lucky, thanks for the work. I really know very little about this, I was just looking for a way into copper, and found this the other day following a poster I respect. Have done very well like that for lithium with EMH.

When you say "we need" such and such a diameter is that to make an economic volume/size? Could you elaborate a bit what determines that size? I'm at the stage of looking up Wikipedia for what porhyry copper deposits are! Actually I find Wiki quite encouraging:

"Porphyry copper deposits are copper ore bodies that are formed from hydrothermal fluids that originate from a voluminous magma chamber several kilometers below the deposit itself. Predating or associated with those fluids are vertical dikes of porphyritic intrusive rocks from which this deposit type derives its name..... Because of their large volume, porphyry orebodies can be economic from copper concentrations as low as 0.15% copper and can have economic amounts of by-products such as molybdenum, silver, and gold. In some mines, those metals are the main product..... Porphyry copper deposits are currently the largest source of copper ore."

Combine that 'economic from copper concentrations as low as 0.15%' with "At 71Mt @ 0.44% Cu and 0.064g/t Au, at a 0.3% Cu cut-off, the Racecourse Mineral Resource within the Bushranger Project, is one of the largest undeveloped porphyry copper-gold deposits in the Lachlan Fold Belt" from our 19th Jan RNS and I'm quite happy. But I wonder why the 0.3% cut off if 0.15% is sometimes feasible?

Very interesting. Sounds to me like they are finally opening the shop and saying we're ready to start looking and we're good at what we do: but we want the right business and we're no pushover. It's been a long wait! If I wasn't already in here heavily I would look at now as a good time to come in.

I was there in 2017 - a little younger, and very much greener!

The rise into the 170's was driven by rumours about supplying Apple and a stampede took place. It was very brief, and then dropped quickly to almost 100. Just briefly I think it went intraday over 180: having bought at 18p I reckoned I was on a 10 bagger for about 10 minutes!! Sadly I was too inexperienced to take profits on a hope and sentiment driven spike, and followed it all the way down. Virtually to 18p again by last March. Today I HAVE taken profits on the IQE related Silex Systems that I mentioned to you when I bought at AU$0.17 in Jan 2019, and I think twice since. Intraday I saw it hit AU$1.70 - another 10 bag - the other day, but sadly with an Aussie share I can't deal instantly. It has a low income from its cREO licence deal with IQE, good progress being made to monetarising its laser tech for refining uranium (including from tailings) but nothing concrete and no money yet, and Aussie government funding for research into its zero spin silicon for quantum computers. ie no proper income there either, the 10 bag is on hope and sentiment. So taken profits... (but left a lot in - an imminent permit from the US government would release the uranium situation).

Wish I'd done the same with IQE. It was no wonder the shorters took such a stranglehold, and Muddy Waters too, with baseless accusations. When the price is based on rumour and hope...

But now: this appears solid. Could this finally be IQE'S year, or 2 years? I think YES.

Thanks for your enthusiasm, Osaka.

This share has so many strings to its bow. Even before the pandemic, just look at the Free Cash Flow chart.