Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Great news Pdub! So pleased to hear your progress and truly hope this new drug works for you for many years to come !
I don't read this board too much, but I can see there are far too many personnel attacks which is undoubtedly totally unnecessary. There are far too many on this board who clearly have nothing better to do in their lives than to attack individuals and people's investments by distorting the truth and creating an angle which is far from factual to suit a pointless narrative.
Bushveld remains a solid business with a huge opportunity especially supplying electrolytes to a rapidly growing VRFB market let alone the steel industry. Vanadium has and will remain a critical mineral and every processor and miner of vanadium remains a great opportunity!
Coffeecups it amazes me you are so full of yourself on this board yet you change more times than a drag queen. Your lack of integrity on this board and inconsistency is astounding. You clearly have no respect for investors or traders and you have zero clue about calculations of Elliot waves or likely reading tea leaves let alone understanding Bushveld Minerals. This board is painful to read apart from positive days when the SP rises dramatically and you mysteriously disappear for a few hours.
I am sure most readers of the board wished you would concentrate on the company’s you love and truly understand rather than BMN.
I am not going to be a regular poster on LSE, but I can assure investors that in my opinion, the company is set for a good year, margins are in a good place, supply is not only restricted across the whole vanadium market is constrained.
VRFB and electrolyte demand is growing exponentially and there is a global change where safety really is becoming vital in the procurement of stationary storage. This will be especially important in Europe, the UK and the US.
V3 at Vanchem using VTM material is a vital move forward and finally liberates the potential to deliver constant and strong throughput at not only a cost-positive rate but will maximise output and profit through vanchem.
Vametco will remain the Nitrovan process plant and its product which nearly all goes to the US is seen and known to be the highest grade vanadium product used in the aerospace industry.
I expect to see steady state output going forward with load shedding having zero impact and the mini-grid reducing energy costs at Vametco by 10% increasing margins further from Q3.
At some time the Market makes will want to sell all these low price shares for a profit and the SP will be rising sooner rather than later.
The disconnect is so clear we produce more vanadium in a month than FAR would in a year and we have everything in place to be a highly profitable producer. Our life of mine is in the best place and we have all we need to move forward and upwards in my opinion.
Wish you all a great weekend!
Cheers, Rich
Well, Maybe I am the only one, but I think this is the year BMN make a substantial profit and introduce a dividend for share holders. A small one, but a significant shift in direction. Of course the figures won't be fully released till June 2024, but it is highly likely.
Global demand is rising quickly for Vanadium electrolyte. Nitrovan demand will remain high in 2023 and the US is taking most of it.
I expect the debt situation to be significantly reduced.
I seriously think many of the regular posters here who post negativity on LSE day in day out will have a shock soon. Steady production numbers in2023, risk from load shedding reduced, belco first orders due soon, much stronger margins will see a new interest in this space.
My thoughts!
Cheers, Rich
Wow, I haven't been here for years. I heard some body is shorting BMN. I thought It might be time to get the hoover out.
I see some of the same old lovely aggressive types still troll the board and the good guys get abused for sharing the facts.
Fara is on the money as usual!
If Bushveld was a bargain at 7p to 15p, at 4.3p its a like unbelievable!
VRFB are going mainstream, there are more projects around the world than ever and the number of new projects being tendered for is growing at pace. That electrolyte is going to be sold before its made!
There is a lot of bad press today about how to buy into LIFE and the mess caused by brokers lack of confidence in the AQSE exchange. This is a big advantage for investors in Love Hemp. The company is in an exceptional place in terms of growth, great products, amazing brand, quality of packaging and even more so a top BOD who are focused on delivering global expansion. If this moves onto a bigger exchange in the future or when it dual lists on the CSE (Candian Exchange), you can be sure a lot more money will come in. This makes this the perfect opportunity to build. It could increase very quickly to a more sensible market cap. This makes it an exceptional buy.
Think how much revenue to this business will come once they are selling all across North America with such a strong brand name. Add in new markets like South Korea and Japan where these new and exciting products are growing exponentially year on year. Today is an early entry point. I have taken a significant position and look forward to seeing the rewards coming.
I am not hung up with the AQSE, I am just building a very large position!
Just try the products, watch the interviews and look at the market.
UK sales in Boots, Holland and Barrett, Ocado, Sainsbury's as well as Love Hemps amazing online shop! Classy investment!
Cheers, Rich
There will be a number of investors wondering about the AQSE exchange which is a growing alternative to AIM, which most investors have become accustomed to even though it is a tough and cutthroat exchange. AQSE will settle in so don't miss the opportunity to buy into this great company! Love Hemp is one of the very few if not the only CBD oil stocks in the UK which are not only established but are making very strong revenues and profits month on month. It has grown through the last year via online sales through its own website as well as other outlets like Sainsbury's, Ocado and Boots. The sales each quarter are growing. Love Hemp is all ready to launch on the US market, Canadian market and has opportunities coming in other European markets as well as Thailand and South Korea. At its current market capital value of around £20 million, it sits with an ultra-low valuation. But it is growing and expanding so quickly once the smart investors join in here they will see the opportunity is incredible. I see this rerating very quickly and a market cap of £50 to £80 million should be in easy reach. The company has some serious investors from Canada and the US who have done this all before. But, this time it has one of the best brand names going in the industry "Love Hemp". When you see the packaging and experience the products you will be coming back again and again and sharing with your friends. Let alone sharing the story of this fast-growing business which makes for a compelling investment. 5.5 to 6p is a very good entry point and the upside potential is very good indeed. Don't let the exchange put you off. This is an established brand and company with great management. It is looking like a great opportunity. do your research on the company. Watch the interviews - Love Hemp / World High Life (old name) hence the ticker LIFE. Try the product CBD Oil, chocolates, sprays etc.
https://love-hemp.com/
Might be the best investment you have made!
Cheers, Rich
Strong buying today in Angle!
The book is looking very good today.
Just in case you need more info here is a webinar to sign up for:
https://www.oncology-commercial-services.com/webinars/ctc-webinar
Great presentation to watch:
https://www.youtube.com/watch?v=5gx3zy9iJes
Cheers, Rich
I agree, I have added a few more this morning and remain extremely positive on the future of both Parsortix and the new clinics which are going to be a huge help to oncologists across the UK and later the US.
This is very likely to become such a key tool. Very excited about the future of Angle!
Cheers Rich
This company is leading a new technology in cancer detection in the body using blood. Detecting Circulating Tumour Cells
Circulating Tumor Cells and the Parsortix® solution:
Solid tumor cancers, such as breast cancer and prostate cancer, shed cancer cells into the patient’s blood stream.
These are cells are known as Circulating Tumor Cells (CTCs). CTCs are very rare, perhaps representing a single cell in one billion blood cells, and are thus very difficult to isolate. They are, however, extremely valuable cells due to several defining features:
They contain information on the type of disease – which has the potential to inform on “personalized” care decisions and targeted drug therapies
Their presence and quantity has been shown to be indicative of patient prognosis
They are very likely to be the route by which primary (localised) tumors spread around the body so resulting in metastatic disease.
The Parsortix® system from ANGLE is able to capture and harvest CTCs from patient blood. This means that a simple peripheral blood test could be used to provide crucial medical information regarding the fluctuating status of a patient’s disease.
It is widely agreed that such a “liquid biopsy” would have a profound impact in understanding the patient’s current cancer status as well as ensuring the optimum treatment is deployed for that individual patient at that particular time.
Market Size
ANGLE’s ultimate objective is the widespread adoption of the Parsortix® system into scholarly institutions and treatment centers which specialize in the diagnosis and treatment of cancer patients. According to the World Health Organization, there were an estimated 14 million new cancer cases worldwide in 2012, a marked rise on the 12.7 million cases in 2008. In 2012, there were an estimated 32.6 million people living with cancer. (Source: http://globocan.iarc.fr/Pages/fact_sheets_cancer.aspx)
The incidence of cancer continues to grow as a result of demographic, lifestyle and environmental factors and it is estimated that one in three people in the UK will get cancer during their lifetime.
There are a wide range of potential applications for harvested CTCs including diagnosis, prognosis, mutational analysis and drug selection, drug development, assessment of treatment effectiveness, and remission monitoring. We estimate that this represents a potential global market for ANGLE’s Parsortix® system worth in excess of £8 billion per annum.
ANGLE’s major focus is on the cancer market. There is also a substantial market available in the field of non-invasive fetal diagnostics, which involves harvesting fetal cells from the pregnant mother and analysing for Down’s Syndrome and many other chromosomal and genetic conditions through a simple blood test.
The presentation which you need to watch: https://youtu.be/dmihuELlhDM
The Parsortix® FDA approval coming Q2 2021 which will unlock the opportunity into a 100 billion US$ market
Cheers, Rich
One point all!
I would suggest you don't mock peoples faith! You may not have beliefs, but many do! I am nothing like the messiah and never will be so please don't make offensive remarks even in jest.
Thanks.
But I don think that Avacta is a stunning investment I am very pleased to be a long term holder!
....and top ups...
Ah that well me me then....little buy popping up
;-)
Tomorrow Avacta holders we could/will be millionaires!
Being totally serious though:
We need low cost, super accurate rapid testing for labs and POC! To pick up any traces of this virus in public and work places, as well as one day at our homes. This is the only way to keep safe.
Then we need a precision method of delivering high loads of chemotherapy or tumour killing therapies directly to disabling cancer tumours with massively reduced side effects.
Now that is why I invested and we will see these solutions through. We all want live back to normal again and we want our live ones to get the best care and treatments if cancer touches our lives.
We need to focus on the issues and get these solutions out as soon as we can.
Cheers Rich
Break through cancer diagnostic tech. The estimated global market for Parsortix is £8 billion in annual sales. The product is due for FDA approval in Q2 2021 so before the end of June this year. The upside growth here is quite remarkable.
We should expect to see continued growth in the share price through this year with exponential growth there after as the system is rolled out around the world. Add to this two R&D labs one in the UK and one in the US to help develop specific therapeutics for individual cancers to aid oncologists around the world to ensure patients get the exact treatment or targeted chemotherapy and you have a massive disruptive technology to aid oncology across the planet.
Great to see this coming from a UK Biotech company.
Have a read https://angleplc.com/
Then watch this presentation - https://youtu.be/dmihuELlhDM
A compelling investment.
Cheers, Rich
Travel_Light - a few points from the earlier post.
The standard designs for LFD units are almost certainly designed and have specific rights to them. Assuming Avacta need a specific design for the paper and the Affimer to work, then new tooling is required and then you need tooling for the plastic injection moulded parts. These have to be designed but and proven with a test mould. Once this has been used to prove concept you need production tooling. Assuming they go for multi cavity tools with 48 or 64 laities which would be fairly standard for this application when you need to produce 100's millions if you have a suit if tools for multiple moulding machines. The design and manufacturing lead times are typically 6 to 9 months. Then you need the right machines and the correct environment. Given the medical device manufacturing sites already run at capacity it is not easy to get a plant expanded and kitted out. Typically 18 moths to 3 years! The capacity required here does not grow on trees or can you just 3D print a few. These are mass manufactured. The number of c companies involved in the supply chain is quite high, plus you have companies with reduced staff due to the virus and longer lead-times. It is easy to see why this has taken time and potentially the first contracts will be limited numbers. Plus there was always the question for how long will this be needed. The picture today is very much clearer. But it changes all the time.
This projects are hugely expensive to implement. The Affimer is actually only a very small part of the picture.
But I am very confident we are close!
Cheers, Rich
Given the potential incoming news by mid February and that the share price is still lingering at 130. The clear situation with Covid is that it is not going away and testing is going to be even more important globally. We are all clear who have followed Avacta for the last 12 months that the Affimer technology is easy to tweak to select any new stains. It appears now that all the points are aligning and production capacity for mass manufacturing of rapid flow tests is close.
Many of the investors had lost faith and moved on. But, this company still holds the best prospect of rapid revenue growth in the near future from the testing opportunity as well as the multiple other revenue opportunities from the therapeutic division.
The time is coming to really get behind this investment and build before is really takes off.
I may not post here much, much to the relief of the Avacta LSE share chat tag team's relief but as an investment it remains my largest holding and will do for many years to come.
I see Mr Biden wants to spend $50 Billion on Covid Testing! That is some market just in the US and that is a lot of tests!
I wish all investors all the best and sure very soon this share price will be way higher than many have thought possible. But you know I think that.
Have a great weekend.
Cheers, Rich