focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
WORLD LEADER.... 4d ridiculously undervalued...
4D pharma is a world leader in the development of Live Biotherapeutics, a novel and emerging class of drugs, defined by the FDA as biological products that contain a live organism, such as a bacterium, that is applicable to the prevention, treatment or cure of a disease. 4D has developed a proprietary platform, MicroRx(R), that rationally identifies Live Biotherapeutics based on a deep understanding of function and mechanism.
4D pharma's Live Biotherapeutic products (LBPs) are orally delivered single strains of bacteria that are naturally found in the healthy human gut. The Company has five clinical programs, namely a Phase I/II study of MRx0518 in combination with KEYTRUDA (pembrolizumab) in solid tumors, a Phase I study of MRx0518 in a neoadjuvant setting for patients with solid tumors, a Phase I study of MRx0518 in patients with pancreatic cancer, a Phase I/II study of MRx-4DP0004 in asthma, and Blautix(R) in Irritable Bowel Syndrome (IBS) which has completed a successful Phase II trial. Preclinical-stage programs include candidates for CNS disease such as Parkinson's disease and other neurodegenerative conditions. The Company has a research collaboration with MSD, a tradename of Merck & Co., Inc., Kenilworth, NJ, USA, to discover and develop Live Biotherapeutics for vaccines.
Just took advantage of dip and bought some more at 82p.
Quick summary of what's at stake on A2 drill spudding in December by mynameiskhan;
There are five sand zones;
Sand A & B : CoS = 100% (FinCapp Broker Report) and has big target of 360 BCF and NPV of $500m = 44p per share (net)
Sand C: It was interpreted thin sand in original well but data shows thick zone at updip location. Sand C has potential of 164 BCF gas and CoS 64%
Sand M : It was water wet but very small potential of nearly 20 bcf or so. (Very small and insignificant)
Sand O (Deep + Footwall) : Original drill didn't test deep target in Sand O, Appraisal well will be the first well to test sand O. However, seismic shows same attributes as shown in Sand A & B.
Sand O (Deep) has 37% COS & 358 BCF gas potential, while Sand O footwall has 46% COS and 147 BCF gas potential.
Overall, even if the well confirm commercial success in Sand A, B & C - that will be 524 BCF & Very high CoS in these three zones.
Loads of upside from here according to recent comment by Simon Thompson from the IC:
"It’s my strong opinion that positive news from Anchois, and progress from the group’s green energy projects, have potential to send the shares back towards last autumn’s 14.4p high, and perhaps well beyond. Buy."
hTTps://www.investorschronicle.co.uk/ideas/2021/09/28/bargain-shares-an-african-adventure/
Agree massive news. I'm not selling any. These will be over 300p soon imo
These will be over £3 a share once a billion dollars are confirmed by Cairn.
CNE will be above 300p once we agree to receive billion dollars. Could be next week when law is passed.
This is just the start. €70 bn worth of assets have been identified. I think the government will pay as they won't want to see there reputation tarnished even further.
India May Pay Up Partially To Resolve Long-Pending Cairn Tax Dispute: BQ Exclusive”
“We are ready to pay, a senior government official said to BloombergQuint regarding the pending tax dispute with Cairn Energy Plc. This marks a shift in the government's position though it continues to pursue an appeal against the international arbitral award Cairn won.In the six months since the award, both sides have attempted a
Read more at: HTtps://www.bloombergquint.com/business/india-may-pay-up-partially-to-resolve-long-pending-cairn-tax-dispute-bq-exclusive
Copyright © BloombergQuint”
Berenberg still have a 170p price target.
Price equity possible eyeing up Cairn...
Cairn Energy PLC (LON:CNE), which is valued on or around its net asset value and has no debt and a pile of cash.
https://www.google.co.uk/amp/s/www.proactiveinvestors.co.uk/companies/amp/news/953619
Yes agree
I would not want to be out of Omega Diagnostics over the weekend. Innova scandel going to be all over the news. Omega share price will fly next week imo.
The MHRA’s special authorisation of the Innova test – which is repackaged and deployed by the NHS – is due for another review by 22 June.
Could be a big day for Omega. I can't see how they can continue with special authorisation.