Member Info for roger65

Or is the Ex License being withheld until SC have reduced their holding to a particular level? It can’t be a positive that SC are committed to selling just as supposedly KOD is about to be granted this wretched license. I read again and again posts (condescending to say the least) suggesting all is fine and pointing to some other factors to focus on when in truth the bottom line is SC have a large % still that they seem keen to dump and KOD is not allowed to actually generate any revenue by having the Export License withheld for some inexplicable reason - cue condescending poster.

Bernard appears to have done all the hard graft and been rewarded by finding himself stuck between a rock and a hard place. Honestly thought this would all have been sorted several months ago and the lithium sold and shipped. Is MG working with SC to squeeze KOD out by making them broke? How long can KOD continue producing and not making any money? How much more can they produce and store before they run out of space? Forced halt in production, KOD get told off by MG and punished by License being revoked causing KOD out of the picture altogether? Dunno. Something definitely not right here and one or two posters relentless pushing a positive narrative to try and keep pis engaged. The rosy view here is now starting to fade and skew as BA fails to update share holders or come up with anything concrete to show progress is being made on the legal side of the business.

* seems to be being played…

Price of spod isn’t the problem for KOD share holders now. Erosion of trust and confidence in BA who send to be being played like a fiddle by MG and Hainan. He’s the guy who has built the facility and got it all going but without ever truly securing a reward for KOD.

With no export license the price of spod matters not. Why is it STILL being withheld by MG? Can anyone actually answer that?

Whatever abbey, it’s going back down this next week. They’re trying to cause a spike to get a placing away imo

* dose

I’m surprised that sell wasn’t accompanied by a TR1. Must have been a well as it was at the lowest of the day just about. Don’t like it when there are so many late reported trades. Always suggests there’s shenanigans from brokers and max trying to hide what’s really going on From pis. Hmmm

Lol Amers. At least you admit share holders are suffering. A rare does of realism.

looking back over some of jlc’s posts from when the sp was holding at a whopping 1.4p i can’t make home out.

apparently he had it ‘confirmed from nice today…’ (18th july) bla bla and then he let the cat out the bag about that being rubbish and it might be mid to late sept. are your nice contacts having a laugh with you or just changing their tune as they go? something doesn’t smell right here. the company themselves stated in the recent rns they had no such confirmation of a date for publication of the results or implementation guide. they only confirmed that message was referring to laboratory testing and not point of care. difficult to know who or what to believe.

jlc

contacted nice who confirmed the 15th aug date. should see a steady sp rise then over next few weeks.

johnlay**** premium member

price: 1.40

jlc

implementation guidance....news from nice18 jul 2025 19:20

i've had it confirmed from nice today that the cyp2c19 implementation guidance will be published on or shortly after 15th august . hopefully the pilot study findings will be published soon too which should give a good indication of what might be in the implementation guidance.

so not long (4 weeks) until the transformational news

They need about £3m to get them to March or April - assuming they start to gain some contracts abroad and income from existing sales continue and slowly increase. Given they will most likely gain FDA approval for cyp2c19 by April and a national roll out will begin in the uk at the same time (if not well before) then surely the Directors can find a bank to give them a business loan? They have partners such as NICE and the NhS and the tests are designed and working in hospitals already. Surely that would be better than a death spiral finance deal with a small PE firm. It’s so frustrating they are so close to the finishing line. Reduce monthly spend by £100k, get good news from NICE in Sept and implementation guide is published and sales start to increase and they’re there. Can they do it without ruining the lives of long term shared holders though by going private? Seems to me they are holding out for that news they stated they think is going to be positive and relying on a swift share price recovery and then they move fast with a funding solution.

Sorry, being dim, but is the equity fundraise referred to being arranged by MAC or Weardale or which ever company we’re invested in? It’s a bit strange to read something like that tbh that is just a very heavy hint about something that is supposedly still not meant to be in the public domain?

It surely can only be Weardale but a Govt Grant wouldn’t be part of a placing would it?

Agreed, £16k is a lot of money to throw away. Someone in the know?

But a placing is likely to be dilutive isn’t it?

About time the UK govt moved on this project. Fingers crossed

The publication of the implementation guide with details of a planned roll out of PoC testing is live or die scenario for GDR. If they get that people will pile back in , even if there was a placing on the near horizon. Getting fda approval for either test as early as April or May 2026 would be a game changer and tempt many to buy now whilst the sp is at rock bottom.

I mean made a saving of £100k per month of course…

The sp was holding *above* a penny..

the sp was holding advice a penny fairly well until john lay****’s post. it was obviously hugely damaging hence the bods rns to try and limit that damage. if they were in the middle of negotiating a funding deal from anywhere then the timing could not have been worse. if there was a deal being brokered with a pe firm to take it over then gino wouldn’t have bothered putting out the rns, in fact the pe firm would have loved it and gino may have been offered a more attractive package to stay on as ceo once private. this has made me think twice about whether or not a lowball bid was coming from anywhere, but rather they were just trying to raise enough money to get them to christmas, in the hope they may have more sales from abroad to announce. the thought of gaining fda approval by as early as april or may and being so close to ebitda but falling short just before hand is sickening. if only they had made a saving of £100k two years ago they would probably have scraped through.

Ah yes it is. Babies in England will just have to wait.

I wonder if ANIA will step in yet again to spare Gino’s blushes and put funding behind PoC cyp2c19 roll out in England?

The company didn’t deny that funding for Lab testing is going to be delayed until April 2026 so I assume that’s now a given. Could the ‘positive outcome’ be that PoC should be used now and in the interim until such time as a full national rollout using lab testing is announced?

If they announce CYP2C19 is to be used from now then that would change the look of this company.

In the RNS from last week what exactly do people think Gino and the Company expect to be positive coming from the result of the Pilot study? Surely he’s not expecting point of care testing to be approved?